I2S Contact Management
organises your customer and supplier details, including
locations, contacts, tasks, appointments and memos. Use
I2S's mail merge utility to improve communications with
your contacts.
Organizations
Document specific contact details
for all customers and suppliers, including email and
internet addresses. An organization can be a customer as
well as a supplier. Record all default settings here to
improve data entry efficiency throughout I2S. Up-to-date
aging information may be viewed on a number of screens
in I2S.
Locations &
Contacts
Each organization may have multiple
related locations and contacts. Locations are used for
quoting and shipping. Each contact contains individual
details. Create contact groups to improve marketing
opportunities.
Follow
Ups
Create tasks and appointments by contact and
assign to the most appropriate user. Control the
progress, status and priority for each follow up. Access
to all follow ups for yourself are available on the
Start Page.
Organization
Explorer
Use the Explorer to access all
records and transactions relating to an Organization.
Numerous searches provide immediate information in grid
format. Open the source documents directly from the
grid.
Price
and Availability
View by customer, the quantity on
hand, quantity in production and quantity on order for a
selected part. This utility will also advise you of the
price options available for that customer, and from the
same screen, create a quote or an
order.
Finance
Companies &
Resellers
I2S gives you the ability to link
finance companies and/or resellers to a customer and the
ability to link finance companies and resellers to
multiple customers.
Mail
Merge
By using the Mail Merge facility,
you are able to merge I2S fields into any mail merge
document. Send off documents to multiple contacts at
once. This facility can be used from within any module.
Increase your marketing power by combining this facility
with the contact groups to quickly and easily transmit
advertising material.
Mail Merge can be used
to forward correspondence to multiple contacts at the
one time.
Format in Word, Email (Attachment) or Email
(Text).Reports allow you to view & print your
contacts.
Searches that allow you
to see important information such as your last
activity.
I2S Order Management
provides a fast, efficient method of booking your sales
orders as soon as you receive them. Every order can
include a combination of make-to-order and pull
from-stock quantities.
Integration with the Job
Management module allows you to immediately create jobs
for your make-to-order items. The provision of
bill-of-materials access within Order Management enables
you to properly manage your job requirements.
Improve your on-time
delivery performance by managing your sales orders and
jobs through the Order Management module. View multiple
orders at once to plan your production demands more
efficiently. E-mail order acknowledgements directly to
your customers.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to sales orders
during order entry allows you to add new files without
exiting the current function. Short-cuts to these files
saves you valuable time during data
entry.
Multiple
Order Management
Improve your production planning
efficiency by working on multiple sales orders at
once.
Send
To..
Fax or e-mail your order
acknowledgements directly to your customers. No need to
print these documents any more.
Order
Explorer
Track all details and transactions
relating to a specific order, such as jobs, shipments
and invoices.
Order
Activity Graph
Use this visual overview to analyze
the orders created over a period of time. Choose from a
range of buckets; compare to last years result; drill
into a period to access more details.
Job/Order Line
Link
Quickly and accurately create a job
for each order line, or link the order line to an
existing job.
Multiple
Releases
Manage your customers' blanket
orders by creating multiple releases for order
details.
Part
Allocation
Automatic allocation of inventory
items when sales orders are entered or jobs created.
Allocations are updated as shipments are processed or
materials are issued to the jobs.
Resellers
Have your resellers linked to
orders including the ability to calculate
commissions.
Finance
Companies
I2S supports the ability for
payment by finance companies for your customers
orders.
Backorders
Backorders are automatically
created when partially completed orders are
shipped.
Order
Backlog
Includes details of all partially
completed or overdue sales orders within your specified
date range.
Booked
Orders
Includes details of all sales
orders created for a specified date
range.
Order
Acknowledgement
Can be automatically printed, fax,
e-mailed.
Business
Analysis
Pie charts or Bar graphs make
analyzing your orders simple.
- Job Management
I2S Job Management
allows you to better manage your production jobs. Raw
material demands are automatically updated with the job.
Job costs are automatically updated with every job
transaction.
Obtain accurate and
immediate job costing reports which compare your
estimated costs to your actual costs. Identify
production inconsistencies before they create problems
on the shop floor. Take control of your manufacturing
processes with I2S Job Management.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to jobs during job
entry allows you to add new files without exiting the
current function. Short-cuts to these files saves you
valuable time during data entry.
Multi-level
BOMS
Multi-level bills-of-materials
allow you to manage complex production jobs. The
indented view of all levels simplifies the job planning
process. Fine-tune the methods for any job during the
planning stage.
Job
Wizard
Create and update multiple jobs
according to your selected criteria on the one
screen.
Actuals
vs. Estimates
Compare your estimated job costs to
the actuals costs as the jobs progress. Identify any
potential problems before they become real
problems.
Order
Linking
Link one job to one order, one job
to multiple orders or make to stock. These combinations
improve your production economics and plant
utilization.
Change
Job Work Centers
Move one or more job operations
from one work center to another. Particularly useful in
the case of a machine breakdown.
Quality
Control
Report on scrap, rework and added
operations for each job, including reasons for improved
analysis
Job
Status
Keep track of the various stages of
each job, including planned, scheduled, released, hold
and production completed. A progress bar also provides
visual representation of the status of the
job.
Document
Links
Attach documents such as drawings,
work instructions, testing criteria, etc to the job
header, assembly and operation levels.
Job
Analysis Report
Print this report for any job at
any time during production to analyze up-to-date costing
information.
Work in
Progress Report
Immediately report on the value of
your WIP.
Job
Traveller
Stylise your own traveller to suit
your specific requirements.
Gross
Margin Report
View the gross margins for jobs by
value and percentage.
Overhead
Recovery Report
This report compares the estimated
machine hours against the actual hours, then calculates
the cost recovery.
Print
related Documents
When printing the job traveller
select the checkbox and you have the ability to print
all related documents such as drawings, procedures,
quality documentation etc
I2S Inventory Management
provides the mechanism to control your raw materials,
finished goods and sub-assemblies. Extensive master file
information allows detailed recording of the part's
description and properties. Integration with Order
Management, Job Management and Purchasing Management
ensures accurate stock records through automatic
allocations, stock receipts and issues. Obtain accurate
stock valuations when you need them.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to parts during
part/method entry allows you to add new files without
exiting the current function. Short-cuts to these files
saves you valuable time during data
entry.
Part
Master File
Provision of a 30 character
alpha-numeric part ID and unlimited description allows
for more meaningful identification of your parts. Assign
product groups and inventory classes to parts for
improved reporting.
Costing
Methods
Track standard, average and last
costs for all parts.
Issue to
Jobs
Materials can be purchased directly
to the job, backflushed, issued individually or issued
on a mass scale.
Conversion
Factor
Maintain different inventory and
purchasing units of measure by using the conversion
factor.
Method
of Manufacturing
Quickly and accurately create a
method of manufacturing for any manufactured part.
Include assemblies, raw materials, operations and
subcontract operations.
Physical
Inventory
I2S allows you to carryout cycle
counting and a complete step-by-step checklist is also
available for stock takes. Produce count sheets and
variance reports for your ABC classes of inventory when
required.
Part
Listing
An accurate stock valuation report
including on-hand quantities.
Planned
Material
Requirements
View future demands on your
inventory. Identify any possible shortages before they
occur.
Methods
Listing
View the method of manufacturing
for any part at any time.
Stock
Status Report
Provides you with important stock
classification, on-hand, allocation and cost
information.
I2S Purchasing
Management provides the tools to raise purchase orders
and track your suppliers' performance. Purchase
materials directly to a job or to stock; create manual
purchase orders for sundry items and services. The
Planned Materials Requirement Report provides critical
information to improve your purchasing decisions. Link
external documents to your purchase orders through
Document Management.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to purchasing during
purchase order entry allows you to add new files without
exiting the current function. Short-cuts to these files
saves you valuable time during data
entry.
Purchasing
Wizard
The wizard will generate purchasing
suggestions based on the filters you select. Filter by
supplier, part, job, date or inventory class. Select the
items or services that require purchasing and I2S will
create the purchase orders automatically for
you.
Raw
Material
Purchases
Purchase your raw materials
directly to the job. By-pass your inventory
altogether.
Subcontracting
Purchases
Raise purchase orders for
subcontract operations in a job. Ensure outside
operations are ordered on time. Track these operations
quickly and easily.
Miscellaneous
Purchases
Create manual purchase orders for
miscellaneous items such as office supplies and
services. Cost them directly to the correct general
ledger accounts.
Unplanned
Purchases
Create additional purchase orders
for unplanned materials on a job. Avoid unnecessary
interruptions to job planning, by adding unplanned
purchases directly to the job.
Backorders
Backorders are automatically
created for partially received purchase order lines.
Track all outstanding orders, including backorders, with
the Open PO report.
Receipt
Management
Receipt Management allows you to
better manage PO receipts particularly for partial
deliveries or multiple deliveries. Individual deliveries
can have information such as the supplier's delivery
docket number recorded as well as freight charges for
the delivery. Multiple PO's can be received on the one
delivery. This allows you accurate reporting on the
value of goods received and not
invoiced.
Open PO
Report
Clearly detail all open purchase
orders. Includes every line item.
Supplier
Listing
Obtain an up-to-date listing of all
your current suppliers.
Purchase
Orders
Purchase orders can be
automatically printed, faxed or
e-mailed.
Supplier
Delivery Report
Measure and monitor your supplier's
delivery performance.
Overdue
Purchase Orders
Search all overdue purchase orders
to expedite your material.
Analysis
Graphs
Provide you with valuable business
analysis tools to evaluate and monitor your purchasing
activities.
I2S Shipping Management
is a pivotal tool for managing all your outgoing
deliveries. Ship goods to a customer from either a job
or an order. All transactions relating to shipments are
quick and simple.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to shipments and
receipts during shipping and receiving entry allows you
to add new files without exiting the current function.
Short-cuts to these files saves you valuable time during
data entry.
Ship
from WIP
Ship goods directly from work in
progress. No need to transfer manufactured items to
inventory prior to delivery.
Shipping
Labels
Save time by printing your shipping
labels when you process a customer's shipment. Customise
your labels to suit your requirements.
Packing
Slips
Print your packing slips as you
process your customer's shipment to reduce errors and
avoid delays in deliveries.
Shipped
Complete
Sales orders are automatically
updated to reflect partial or complete shipments.
Partial shipments create order backlogs. Shipments from
WIP update the job quantities.
Miscellaneous
Shipments
Create shipments for miscellaneous
items. Eliminates the need to raise an order, and allows
you to add extra items to a shipment.
Add
Freight
A freight charge may be added when
you create a shipment. This charge is then transferred
through to the customer's invoice, reducing data entry
time.
Scheduled
Shipments
Report on all shipments due for
delivery on a specified date.
Packing
Slip
Report can be automatically
printed, fax, e-mailed.
Daily
Shipments
Report all deliveries performed for
the day.
Customer
Delivery
Performance
Monitor your on-time delivery
performance to your customers.
- Labor Management
I2S Labor Management is
a fundamental module used to collect and control your
employees' labor hours. Direct or indirect, including
administration hours can all be captured through
Timecard Entry or Shop Floor Entry.
Integrated with the I2S
Payroll module, the data from Shop Floor Entry or Time
Card Entry will be transferred into I2S Payroll for
payroll processing.
Shift
Maintenance
Define each of your shifts with
start and end times, grace periods, and payroll
information for more accurate labor collection and
reporting.
Employee
Information
Record critical information
relating to each employee through their master file
record and memos feature.
Timecard
Entry
Manually enter the employee time
cards, or adjust entries created through Shop Floor
Entry. All related jobs are immediately updated for
accurate reporting.
Shop
Floor Entry
Times collected through Shop Floor
Entry are editable in Labor Management. Eliminates the
need for manual time cards, therefore reducing data
entry errors.
Payroll
Integration
Integrates with I2S's payroll
module for a complete payroll
function.
Auditability
Ensure all collected labor entries
are correct prior to processing your
payroll.
Who's
Clocked In
This standard search provides an
efficient employee tracking tool by allowing you to see
who has clocked in through Shop Floor
Entry.
Jobs
Currently Being
Worked
View the jobs currently in
operation on the shop floor without physically visiting
the factory. This search is updated from Shop Floor
Entry.
Timecard
Audit
This report shows the breakdown of
labor collected from both Timecard Entry and Shop Floor
Entry.
Employee
Payroll Summary
This report displays a summary of
employee hours, allowing verification of the accuracy of
timecards prior to payroll processing.
Employee
Efficiency
This report provides an analysis of
the hours collected for each employee and calculates an
efficiency factor.
I2S Scheduling is
designed to provide manufacturers with pertinent
information to enable improved delivery
performance.
Backwards and Forwards
scheduling of individual or multiple jobs provides
better control over your shop floor. Extensive screen
enquires and reports allow you to better manage your
bottleneck work centers. View the jobs scheduled in a
work centre or a department.
I2S Scheduling
identifies your shop floor capacity problems at a
glance.
Shop
Load Explorer
View available capacity to overload
situations for each work center or department. Clearly
identified overloads and non-working days; drill down to
scheduled jobs; user-defined buckets all make for a very
effective scheduling tool.
Scheduling
Jobs may be individually scheduled
from within the job entry screen, or alternatively,
schedule multiple jobs at one time from the scheduling
module. Rescheduling multiple jobs is made easy through
a single screen.
Work
Centers
Define the characteristics of a
work center by its crew size, number of machines and
daily capacity. Each work center also has its own queue
and move times as well as costing
information.
Scenarios
(What-if)
An unlimited number of scenarios
can be created so any number of what-if cases can be
examined. Once the best case scenario is found, it can
be simply saved as the master
schedule.
Work
Center Load
Levelling
Once an overload situation has been
identified, it is simply a matter of selecting the
relevant jobs or even the entire work center and
allowing I2S to automatically use finite scheduling to
level the load.
Planned
Material
Requirements
Job operations are integrated with
material requirements to provide a detailed Planned
Material Requirements report.
Multi
Windows
Maintain multiple Shop Load
Explorer windows simultaneously.
Multi-level
Assemblies
All assemblies within a job are
scheduled to come together for final assembly, providing
powerful useability for make to order manufacturing
companies requiring true multi-level
BOMs.
Production
Calender
I2S Scheduling uses your Production
Calender to accurately forecast the duration of your
jobs. Identify all non-working days for the shop floor
to improve your scheduling management.
Shop
Floor Data
Collection
All changes made to your schedule
are immediately reflected in the Shop Floor Data
Collection module. This ensures shop employees have
current data available when they need
it.
Work
Center Efficiency
Report
The efficiency report allows you to
view your production efficiency by work
center.
Work
Center Priority
List
The work center priority list is
updated from the schedule, displays the jobs to be
worked on in order of priority and bar codes may be
included for these operations.
The I2S quality and
warranty module is packed with features that will
improve efficiency, productivity and assist you in
meeting or continue to maintain ISO quality
certification.
Non
Conformances
Enter non-conformances
to manage, control and analyze your rework and scrap.
Inspection
Manage the inspection
process to ensure inspections are carried out on
incoming goods, in process or at outgoing goods
inspection. Inspect returned materials, reworked goods
and non conforming parts.
Quarantine
To ensure parts under
inspection, rework or claim are not used a quarantine
bin holds the stock.
Discrepant
Material
DMR Management allows
you to disposition your non conforming material and make
claims on your suppliers to ensure recovery of your
costs.
Return
Material
RMA Management allows
you to process return authorizations and claims from
your customers.
Corrective
Action
Create, track,
follow-up, verify and sign off all corrective and
preventative actions taken to address quality related
issues.
Warranty
Management
Warranty provides you
with the ability to activate warranty contracts
associated with a part or parts and allows you to
quickly determine whether a claim is covered under
warranty or not.
Integration
Quality/Warranty
management is fully integrated with financials so
wizards in AR & AP allow you to process DMR's, RMA's
and Warranty Claims. Quality/Warranty management is
fully integrated with all production modules.
Analysis
Tools
I2S Business Analysis
Tools provide quick and simple visual tools to quickly
view all your quality related data, analyze trends and
review involvements.
RMA Claim Analysis
Report
Customer Contract
Status
You can secure the
tables used by I2S for each user/dataset. The access
levels are None, View, Edit, Edit+Add, Edit+Delete and
Edit+Add+Delete for each individual table. No Access
allows you to set which related screens user's) can not
see. The View Access allows users to see tables and
related screens but not modify them. The Edit Access
allows users to add new and modify existing tables and
related screen's. The Edit+Add Access allows users to
add new and modify existing tables and related
screen(s). The Edit+Delete Access allows users to modify
and delete existing tables and related screen(s). The
Edit+Add+Delete Access allows users to add new, modify
and delete existing tables and related screen(s). You
can specify the report and component security. No access
allows you to give no access to specified reports or
specific processes. Execute access allows you to set the
users ability to see and run specified reports or
specific processes.
Audit
Trail
I2S provides you with the ability
to view a complete audit trail of changes. You can
select either to record the user ID and change date of
the record or you can also select field level which will
save the old and new values for the fields that have
been changed.
A change log lookup
search, change log listing and purge change log option
are all available in the I2S explorer tools.
Change
Log Lookup
Provides you with the ability to
search by change dates, users etc..
Change
Log
View the change type, date, user and view details
of what changed.
- Free Unlimited View Only Users
I2S's view only allows
you to have users who can view, print and export data
for free. You only pay for the users that actually
transact in the system not for those who just review
pertinent information.
Saving You
Money
I2S's unlimited View
Only users means you can now reduce the number of users
you require and therefore reduce your cost of
maintenance by taking full advantage of our free view
only users.
View Only users are
those who typically only need to view, print or export
information in order to analyze the business
performance.
A View Only user is
ideally suited to the management personnel in the
organization.
View only users do not
count against the maximum number of users that can be
logged in at one time so your view only users is
unlimited.
Another feature that
helps manage and reduce your user count is the auto
logout option. This allows you to control the hours a
user will have access to I2S and can also be used to set
a period of inactivity by which to log them off the
system automatically.
I2S Estimating &
Quoting allows for quick and accurate quotations. The
ability to quote multiple items with quantity price
breaks will simplify and consolidate your quote
management.
When the quotation is
complete, simply select either print, email or fax to
have a professinal looking quotation sent to your
customer. When your quotation is successful, all your
workings are transferred through to the order so there
are no delays in getting the order into
production.
Rapid
response
Time is a valuable commodity, I2S
allows you to be quick and responsive to your customer's
request for quotation.
Copy
other BOMs
Copy the Bills of Materials (BOM)
from other parts, saving time and drawing on your
history to improve accuracy.
Multiple
Items and Price
Breaks
Provide quotations that contain
multiple items with multiple price breaks per
item.
%
Markups
Control the % markups for
materials, subcontracting, labor and
overhead.
%
Margins
Control the % margin for materials,
subcontracting, labor and overhead.
Review
Costs
Review the cost for each
subassembly, materials, subcontracting, labor and
overhead.
Use a
Quotation Rate
Have the ability to use a quoting
rate for all your quotations and still have the ability
to visualise the labor and overhead
costs.
Email /
Fax / Print
Email, fax or print a professinal
looking quotation directly from your
computer.
Miscellaneous
Costs
Enter miscellaneous costs per item
and price break.
Commissions
Quotations can include commissions
for your sales staff. I2S also keeps track of the
commissions and pays them at invoice or
payment.
Quotations
Quotes can be automatically
printed, faxed and e-mailed. You can even customize the
appearance of your quotation to suit your
needs.
Quote
Status Report
The quote status report provides
you with valuable data to track and analyze your
quotation success.
Call Management
I2S Call Management
provides an effective means of recording all
communication with prospects, customers and
suppliers.
Call
Type
Record pre-sales activity, such as
an enquiry, by creating a sales call. Use Support Call
for any after-sales questions or problems. Use Quality
Call for quality assurance tracking.
Track
Call Times
Log the time spent on each call.
You can then analyze the total call times for each
prospect and customer.
Assign
To
Assign a call to the most appropriate person in
your organization. Call Management can be used to take
messages in your absence.
Priority
Prioritize calls to identify
contacts requiring close attention. Use the standard
searches to sort in order of priority.
Service
Contracts
Service Contracts can be used to
manage warranties and maintenance contracts. Record the
start and end dates, along with a value, for each
contract. When taking a call, I2S will advise the user
if the customer has a current service
contract.
KnowledgeBase
Create a library of commonly asked
questions, and support calls relating to your products
and services. Include details on the problem, the
resolution and any available
workarounds.
Interfaces
with...
From a call, create a quote, order,
job or invoice. Calls can also be created from within
leads, quotes, orders, shipments, AR invoices, purchase
orders and AP invoices. View all the calls for an
organization under Organization
Explorer.
Calls
Marked for
Follow-Up
Use this search to ensure calls are
followed up when required.
Open
Calls Report
This report can be used as a task
list to address any calls that have not yet been
closed.
Customer
Contract Status
Use this report to print a list of
customers with their status of any existing service
contract.
Call
Analysis Graphs
These graphs provide a visual
overview of activity over multiple periods, allowing you
to view the details of each period. Also activity graphs
allow you to filter by any field in the table and to
specify which date field to use when calculating the
numbers to show.
Lead Management
I2S Lead Management
enables companies to document all activities in the
pre-sales process, with the ability to analyze marketing
programs to determine the most effective marketing
strategies.
Leads
Create leads for all enquiries you
receive relating to your products or services. Record
the expected close date and potential revenue each lead
should generate. Use leads to predict the future
potential revenue.
Marketing
Programs
Create a program for each marketing
activity you perform. Assign start and end dates, the
cost of the activity and the revenue generated from the
program. Use this information to identify the most
effective marketing strategy for your
business.
Milestones
Milestones measure the stage at
which each lead is. Assign a confidence factor to the
milestone to record the likelihood of the lead
converting to a sale. Use milestones to develop a
successful sales process flow.
Create
Quotes and Orders
To save time while working on a
lead, use the shortcuts to quickly create a quote or an
order. Information from the lead is automatically
inserted into many of the quote and order
fields.
Resolution
Track the reasons why leads are
closing. Examples include win, loss to competitor,
project cancelled etc. Analyze the resolutions to
understand your product or service in the
marketplace.
Competitors
Assign competitors to your leads
and track your competitor activities, pricing,
strategies, products etc..
Lead
Forecast Report
Use this report to show leads by
month/quarter/salesperson and the projected revenue
based on the milestone/confidence
factor.
Lead
Analysis Graphs
These graphs provide a visual
overview of activity over multiple periods, allowing you
to view the details of each period. Also activity graphs
allow you to filter by any field in the table and to
specify which date field to use when calculating the
numbers to show.
Leads
Expected to
Close...
Standard searches exist to display
the leads expected to close this month and next
month.
I2S gives you the
ability to sell your stocked items in an over the
counter environment or use point of sale for your spare
parts sales to speed up the sales process. Manufacturing
Point of Sale was designed for those who sell over the
counter or even those who process spare parts orders and
need a system that combines order entry, shipping,
accounts receivable invoicing and accounts payable into
one simple interface.
Ease of
Use
I2S gives you one simple entry screen that allows
you to input data from a mouse, keyboard or even a bar
code scanner. All the information you need including
part revision details, warehouse and bin location is all
displayed right in front of you. It even pulls the price
through from your price table.
Transaction
Options
With point of sale you can create
cash, check, credit card or even charge account
transactions, and you can even have multiple types of
payments in the one transaction.
Cash
Change Calculator
When cash is tendered the
calculator will advise you of the required
change.
Phone
Orders
Any orders received via the phone
can be called up and processed by point of
sale.
Print
Options
I2S gives you the option to print,
fax or email an order acknowledgement, packing slip and
invoice so what ever you need is just a click of the
mouse.
Security
You can have multiple people logged
on to point of sale using their unique login code so you
have a complete audit trail of point of sale activity.
Employee maintenance allows you to determine whether an
employee can input pricing or pricing is determined by
your customer price table information.
Reconciliation
The Point of Sale receipts report
allows you to reconcile your credit card receipts, cash
received and cheques in hand.
Integration
Point of Sale is fully integrated
within I2S so all of your transactions will appear when
you use the business analysis tools within order,
shipping, accounts receivable and accounts payable
modules.
I2S's Product
Configurator will allow you to offer superior service to
your customers by simply and easily being able to
configure products to their exact needs. No need for
thousands of BOM's in your master file anymore, quote or
create a job with ease. Use the wizard for multilevel
automation.
No need for thousands of
items in your master file that you have to manage and
maintain any longer, just input the rules and anyone
even those with the least amount of product knowledge
will be able to configure a BOM, a quote or even a
job.
Product Configurator
allows you to configure a dimensional or configurable
part based on rules and parameters. E.g. a desk that can
be a different length, width, height, material and have
different options, such as drawers or a return. The
configured part can generate a Part ID, Description and
price based on rules.
The construction of a
configured part is a simple matter of defining a
template Bill of Materials (BOM), then select what part
of the BOM to apply rules i.e. a material, operation,
sub-assembly, part id or description etc. Graphics can
be added to the configuration screen to provide simple
instructions and explanation of what values are
required.
The design screen for
building your unique rules for part configuration is
simple, yet very complex rules and parameters can be
applied to cater for the simplest or the most complex
dimensional part.
The verify rules check
allows you to ensure that rules are tested prior to part
use.
Build custom screens
that allow parts to be configured from Quoting, Order
Entry, Job Entry and Lead Entry, so anyone can configure
a part.
I2S Design Studio is
used to build your configuration. This is the same tool
that is used to develop any customization within I2S, so
this provides a familiar environment and minimizes the
learning curve.
Each revision of a
configured part can have a unique set of rules. This
will accommodate the requirement where each revision may
require a different logic applied.
The Product Configurator
Wizard will amaze you. The wizard provides you with
multi-level automated configuration. It will
automatically build your product configurator from a
bill of materials, including all sub-assemblies. The
advantage of the wizard is for an item with multiple
choice options your configurator screens are built
within seconds. Additional rules and formulas can easily
be added after the wizard is complete.
Advanced Bill of Materials (ABOM)
I2S's Advanced bill of
materials module gives you the tools to control your
revisions, create engineering change requests and assign
and track serial numbers to ensure traceability. With
absolute ease use find and replace to modify multiple
bills and you can even roll up your costs.
Revision
Control
Revision levels can be
numeric, alphanumeric or any formula that suits your
business. Revision levels are controlled with start and
end effectivity dates. Each part may have multiple
revisions, these revisions show in the grid on the entry
screen that shows the quantity on hand and quantity
allocated for each revision, so you can keep track of
all variations.
The part advisors show
information for all the revisions for a given part, so
all the information you need is readily
available.
Serial
Number Tracking
Serial Number Tracking allows you
to specify if a part is to be tracked. You have the
ability to specify a formula for the construction of a
serial number, this can be a global setting or based per
part.
From job management
integrated through shipments serial number control is
available and allows you to select the serial numbers
used on the transaction. The packing slip and invoice
can even be printed with or without showing serial
numbers to ensure total traceability.
The serial number
explorer shows various information about the serial
number including when it was created, what job or
receipt created it, what job issue or shipment used it,
and what the current status of the serial number
is.
Find and
Replace
Find and Replace allows you to
replace all incidents of a part with another part in the
part master file, allowing you quick and effective
management of engineering changes.
Change
Requests
Engineering Change requests can be
managed and authorized for parts and
jobs.
Standard
Cost Rollups
The standard cost roll-up wizard
allows a part or product group costs to be updated in
the inventory file with ease. All costs, labor, material
and overhead costs can be rolled up and you can even
update the selling prices with the click of a button all
at the same time.
Purchasing Request for Quote
(RFQ)
I2S Purchasing RFQ
(Request for Quotation) provides an effective tool for
purchasing personnel to request quotes on the supply of
materials or outside services from one or more
suppliers.
Each RFQ may include
multiple lines, with each line requesting pricing on
multiple quantities.
Material
and Sub-contract
Services
Request pricing on both raw
materials and outside services from both quotes and jobs
as well as non-stock parts.
Pull
from Quote to Job
Pull all or selected parts or
services from a quote or a job into an
RFQ.
Save
As
Save valuable time by copying the contents of one
RFQ into a new RFQ.
Send
To
Fax or e-mail your RFQs directly to your
suppliers. Save time by not printing these documents any
more.
Create
PO
Automatically create purchase orders from the
contents of an RFQ. Multiple purchase orders may be
generated from a single RFQ.
Create
PO from RFQ
Shortcut
From the Purchasing Management
module, use the shortcut to quickly create purchase
orders from an RFQ.
Flexibility
Generate RFQs for parts that are
not set up in your Part Master. Each RFQ may contain
multiple lines, quantities and suppliers. Quickly and
easily update an RFQ when pricing is
received.
Closed
RFQs
Move all completed RFQs created
prior to the specified cut-off date into
history.
RFQ
Worksheet
Use the RFQ Worksheet to review the
part and supplier information you have entered, as well
as any quoted prices you have
recorded.
RFQ
Status Report
Print the RFQ Status Report when
you need to determine which RFQs are complete and those
which are still open.
Advanced Inventory Management
(AIM)
I2S Advanced Inventory
Management module provides a better means of managing
your complex inventory requirements.
Advanced tools such as
multiple warehouses, multiple bins, dimensional
inventory and part cross-references improve the control
of dimensional inventory, individual stocking locations
and multiple part numbers for both purchased and sold
items.
Multiple
Warehouses
Create independent warehouses for
each stocking location for inventory items. Warehouses
can also be used to manage quarantine and inspection
locations. Each warehouse is uniquely identified and
contains its own contact details.
Multi-Company
Features
I2S gives companies with multiple
sites features such as inter-company purchasing and
financial consolidation. I2S multi-company appears in
all relevant modules such as quoting, order management,
scheduling and AP and AR.
Warehouse
Transfers
Move inventory between locations
using warehouse transfers. Packing slips and labels can
be printed to accompany the goods. A formal receipting
process is used to complete the warehouse transfer
transaction.
Availability by
Warehouse
View the quantity on hand by
warehouse and bin for materials and parts when preparing
quotes, taking orders, planning jobs and shipping
goods.
Part
Cross-Reference
Record the part numbers used by
your customers for your parts; and the part numbers used
by your suppliers for your purchased items. Suppliers'
part numbers will appear on the purchase orders. Each
cross-reference can also contain an independent
conversion factor and lot size.
Bins
Each warehouse can contain a number
of bins. Each bin includes its own identification and
description, quantity on hand and allocated, conversion
factor and unit sell price. Control your dimensional
inventory through the use of bins and their associated
conversion factors.
Alternative
Parts
If you have an inventory shortage
or need to look at more cost effective options then
alternative parts will allow you to review any
alternative options you have.
Searches
Use the standard searches to view
and access any open warehouse transfers and transfers
made this week.
Packing
Slip and Labels
Customise your own documentation to
suit your specific requirements.
Supplier's part number
is displayed on the PO for their reference. Your part id
is also referenced.
Accounts Receivable
I2S Accounts Receivable
provides a quick and accurate method of invoicing your
customers and recording their payments. Invoices can be
generated from packing slips, eliminating data re-entry
errors.
Print, fax or e-mail
your invoices directly to your customers.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to sales analysis
and debtors during invoice entry allows you to add new
files without exiting the current function. Short-cuts
to these files saves you valuable time during data
entry.
Create
Invoices from
Packers
Quickly and accurately create
invoices from packing slips, ensuring correct quantity
and prices.
Send
To..
Fax or e-mail your invoices
directly to your customers. No need to print these
documents any more.
Taxes
Multiple tax codes simplifies tax
reporting on sales.
Commission
Pay sales commissions at the time
of invoicing or receipt of payment. Assign a salesperson
to a customers master file.
Customer
Explorer
View all transaction history for
any customer. Drill into any record to access the source
documents.
Cash
Receipts
Allocate customer payments to open
invoices. Allows part payment of invoices. Process cash,
cheque, direct deposit and credit card
receipts.
Miscellaneous Cash
Receipts
Post miscellaneous cash receipts
directly to a GL account, bypassing the debtors
ledger.
Adjustments
Allows adjustments to invoices with
full audit trail.
AR
Invoicing Wizard
The AR invoicing wizard automates
the process of creating invoices from
shipments.
Credit
Check/Warnings
I2S provides credit checks and
warnings throughout the system, when you receive an
order I2S will check the current status of the customers
account and will advise any ageing
issues.
Searches
Rapid executive searches allow
pertinent information to be viewed without generating
complex reports
AR
Analysis
Report on sales history for both
customers and parts.
Invoice
Register
Process the Invoice Register with a
range of filters for detailed
analysis.
Commission
Report
Report on commissions earned by
salespeople. Details include both the value of the
commission and the what's payable to the
salesperson.
Statements
Fax or e-mail your statements at
the end of the month with ease.
Aging
Report
I2S Accounts Payable
allows you to process your creditors' invoices and
payments. Create payments such as EFT, manual checks or
I2S generated checks.
Rapid
Master File Entry
Create master files on the fly.
Access to all master files relating to creditors during
invoice entry allows you to add new files without
exiting the current function. Short-cuts to these files
saves you valuable time during data
entry.
Three-way
Match
Automatically match your creditors
invoice with the purchase order and its
receipt.
Cash
Management
Reporting of due dates for
payments, available discounts and a range of payment
options improves your cash management.
Taxes
Multiple tax codes simplifies tax
reporting on acquisitions.
Payments
Choose from manual checks, system
generated checks or EFT payments.
Recurring
Payments
Regular payments can be
automatically created without entering
invoices.
Supplier
Explorer
View all transaction history for
any supplier. Drill into any record to access the source
documents.
Credit
Memos
Create credit memos quickly and
easily for invoices previously posted. Include a reason
for the credit, improving your supplier performance
information.
Searches
Rapid executive searches allow
pertinent information to be viewed without generating
complex reports, eg Purchases by Supplier, Invoices on
Hold, Unposted Invoices and Payments.
Job
Costs
Automatically update job costs with
actual material and sub-contract costs, instead of
estimated costs.
AP Aging
Report
Analyse what you owe and when it is
due by using the AP Aging Report.
AP Analysis
Report
AP
Payment Register
Review your
payments.
AP Invoice Edit
List
AP
Calendars
AP analysis calendars allow you to
plan your cash flow.
General Ledger
I2S General Ledger
captures and posts transactions created in Accounts
Receivable and Accounts Payable, and general journals
created manually.
Fiscal
Periods
Includes 13 user-defined fiscal
periods, with suggested dates for each
period.
Budgets
Maintain budgets for any account
and year to improve financial
analysis.
GL
Accounts
GL Accounts consist of division,
account and department. All are user-defined. Account
Categories are used to assist in report generation.
Quickly activate the relevant divisions and
departments.
Posting
Flexibility
Transactions can be posted into
prior and future periods without the need to close off
the current period. Allows time for adjusting entries at
period end.
Recurring
Entries
Improve accuracy and save time by
creating recurring entries for regular, fixed amount
journals.
Multiple
Companies
Multiple datasets allow a number of
companies to be managed within the same
system.
Payroll
Integration
I2S Payroll is an integrated module
within I2S so it will automatically update your general
ledger and bank reconciliation when you post the payroll
session.
Reversing
Entries
Create transactions which can be
automatically reversed in the next period. The reversing
entry is a mirror-image of the original
transaction.
GL
Distribution
Review transactions created in
Accounts Payable and Accounts Receivable modules,
including source document information.
Bank
Reconciliation
I2S's bank reconciliation is quick
and simple to use, making managing your bank accounts a
breeze.
GL
Detail Report
Print this report anytime you would
like to have a copy of the detailed activity for your GL
accounts.
GL Trial
Balance
Use this report to review GL
account activity and to prepare for period-end
reporting.
Bank
Reconciliation Edit
List
Provides you with a summary of your
bank reconciliation including variances and provides a
detailed list of payments, deposits and
adjustments.
Profit & Loss
Statement
Balance
Sheet
Payroll
I2S Payroll will
transfer data from the timecards of shop employees,
using Shop Floor Entry (SFE) or Time Card Entry, so you
only need to review your entries, make adjustments and
your payroll is ready to post. Of course paying your
salaried employees is just as simple.
Payroll
Definition
You can define the rules for
individuals or groups of employee's, so no matter what
pay frequency or conditions an employee is subject to,
such as overtime, shifts etc.. I2S Payroll can cater to
your needs.
Payroll
Rates
You can setup an unlimited number
of rates to cater for all your needs including rates
such as; standard time, sick, annual leave, vacation,
overtime etc..
Taxes
All Federal, FICA, State, local or
other taxes can be handled. I2S allows you to store
previous tax revisions and even allows you to setup
future tax changes before they come into
effect.
Leave
Accruals
Leave accruals will automatically
be calculated based on options you have configured to
suit individuals or groups of employee's. When a leave
application is entered it can be viewed in a scheduling
board format so leave can be effectively planned to
ensure smooth running of your plant.
Deductions
You can setup an unlimited number
of deductions for such items as; 401K, cafeteria plans,
child support, union dues, etc., deductions can be a
fixed amount or %.
Direct
Deposit
Your payroll payments can be
exported to a direct deposit file for simple EFT
payments to your employee's.
Bank
Accounts
Employee's can have an unlimited
number of bank accounts setup in I2S giving you and your
employee's flexibility.
Employee
Management
Employee Management provides you
with the ability to record important employee
information, follow-ups and attachments. Record
training, attach performance appraisals and reviews or
even send messages to an employee or group of employees
and check the status of whether the message has been
read.
Integration
I2S Payroll is fully integrated
with Shop Floor Entry and Timecard entry making your
payroll processing simple and I2S Payroll will
automatically update your General Ledger and Bank
reconciliation when you post the payroll
session.
Analysis
Tools
I2S Business Analysis Tools provide
quick and simple visual tools to quickly view such
things as payroll payments so you can see if your
payroll is increasing or decreasing or compare against
last year, tools that provide you valuable
data.
Pay
Slips
Payroll Earnings
Report
Project Management
I2S's Project management
module ties together all quotes, jobs, orders, purchases
and invoices to a specific project, you can assign a
project manager, track progress, and create follow-ups
to ensure you never miss an important
milestone.
Project
Identification
A Project Identification number
allows you to link quotes, follow-ups, attachments,
calls, orders, jobs, purchase orders, receipts,
shipments, leads, accounts receivable invoices and
accounts payable invoices. The project identification
will transfer when a document is transferred between
modules.
Project types are user
definable and allow you to manage groups of projects by
type.
Project
Manager
A project manager can be assigned
so you can view and track progress and
activity.
Project
Entry Screen
At the project entry screen you can
view and manage all related documents for a specific
project. Here you can view all calls, attachments,
quotes etc. You can even enter follow-ups that integrate
with Microsoft Outlook so you can review milestone
achievement.
Project
Reporting
There are numerous methods of
viewing project activities within I2S.
Searches allow you to
view current open projects, newly created projects and
projects marked for follow up.
The project status
report allows you to view the % of jobs
completed.
I2S business analysis
tools allow you to view pie charts, bar graphs and
calendars of your projects, in integrated modules, just
select the project ID and you can view and drill into
all transactions
Job Analysis and Job
Status Reports allow you to select the project
identification in order to view, print, export or email
project reports.
Keep track of the
various stages of each job in the project and the
progress bar provides you the visual representation of
the status of the job. Compare your estimated job costs
to the actual costs as the job progresses. You can even
look at the scheduling board by project ID
Document Management
I2S Document Management
provides a cost effective method of controlling external
documents related to quotes, parts, jobs and purchase
orders. An unlimited number of documents can be linked
to these records.
Drawings, video clips,
graphics, spreadsheets, word processor and many more
file formats can be linked and viewed from within
various screens of I2S.
Link
Levels
Documents can be linked to the part
header, assembly and operations for all parts, quotes,
jobs and purchase orders.
Formats
Supports the viewing of any
document with a native application viewer. Documents
created by many popular thrid-party applications
including CAD, bitmap graphics, text, video,
spreadsheets, word processors, etc.
Benefits
This module is extremely useful for
maintaining quality records, safety records, work
instructions, testing procedures, production
information, customer drawings, and for viewing
documents on the shop floor.
Integration
I2S Document Management is fully
integrated with Inventory Management, Estimating &
Quoting, Job Management and Purchasing Management
modules.
