- 1 SAM Modules
- 2 Dashboard
- 3 Jobs
- 3.1 Jobs Overview
- 3.2 Service Jobs
- 3.3 Service Job Details
- 3.4 Adding a New Job
- 4 Agreements
- 5 Assets
- 6 Expenses
- 7 Knowledge Base
- 8 Customers
- 8.1 Customers Overview
- 8.1.1 Entering Customer Records
- 8.1.2 Details
- 8.1.3 Credit Control
- 8.1.4 Currency/Tax
- 8.1.5 Discounts
- 8.1.6 Site Addresses
- 8.1.7 Contacts
- 8.1.8 Costs
- 8.1.9 Discounts
- 8.1.10 Product Builds/ Jobs
- 8.1.11 Sales Orders
- 8.1.12 Parts Purchased
- 8.1.13 Documents
- 8.1.14 History
- 8.1.15 Deliveries
- 8.1.16 Reports
- 8.1 Customers Overview
- 9 Contacts
- 10 Quotations
- 11 Sales Orders
- 12 Suppliers
- 13 Purchasing
- 14 Parts
- 14.1 Features
- 14.2 Parts Header Icons
- 14.3 Adding a New Part
- 14.3.1 Part Code
- 14.3.2 Description
- 14.3.3 Cost Price
- 14.3.4 Selling Price
- 14.3.5 Unit of Sale
- 14.3.6 Density
- 14.3.7 Manufacturers Code
- 14.3.8 Weight
- 14.3.9 Minimum Stock Level
- 14.3.10 Maximum Stock Level
- 14.3.11 Purchase Units
- 14.3.12 Sales Units
- 14.3.13 Description
- 14.3.14 Depots
- 14.3.15 Location
- 14.3.16 Batch Tracking
- 14.3.17 Serial Number Tracking
- 14.4 Product Image
- 14.5 Product Financials
- 14.6 BOM (Bill of Materials)
- 14.7 Notes
- 14.8 Suppliers
- 14.9 Discounts
- 14.10 Reports
- 14.11 Delete Part
- 14.12 Price List
- 14.13 Recalculate BOMs
- 14.14 Batch/ Serial Numbers
- 14.15 Print Barcodes
- 14.16 View Stock Transfers
- 14.17 View Invoiced
- 14.18 View Allocated Parts
- 14.19 View Parts On-Order
- 14.20 Price Adjust
- 14.21 Create Order
- 15 Scheduler
- 16 Reports
The SAM suite of programmes described in this document is aimed at small to medium size businesses that require sophisticated solutions at a more affordable price.
The SAM suite includes:
• Service management
• Stock Control
• Asset Management
• ERP (Enterprise Resource Planning)
With the SAM software suite, it’s easy to create an invoice, do inventory and stock control, invoice management, stock balance management, goods management, goods category management, staff sales records management and staff permission management, you can backup and restore data. The SAM suite of programs supports full customisable company info, you can import your own logo, tax codes etc. Using the SAM suite of programs, you can do Inventory management whilst other users are taking orders from one workstation and at the same time other users are booking in products and managing deliveries, or despatching from separate terminals, from anywhere. SAM is built using Microsoft Industry standard tools, and relies on the very popular Microsoft SQL Server 2008/2012 database platform. SAM provides a CRM style solution with support for external connection to almost any Accounting Software Solution, from ERP to SAGE.
The SAM application is developed using the Telerik component suite for Microsoft .NET. The following diagram provides an overview of the architecture of the .NET component application layer.
The client tier of SAM consists of application logic accessed directly by the end user through a user interface. The logic in the client tier include browser-based clients, components running on a desktop computer, mobile clients running on a handheld device.
The presentation tier consists of application logic that prepares data for delivery to the client tier and processes requests from the client tier for delivery to the back-end business logic. The logic in the presentation tier typically consists of Telerik components that handles requests for processing.
Business Logic Tier
The business logic tier consists of logic that performs the main functions of the application: processing data, implementing business rules, coordinating multiple users, and managing external resources such as databases or legacy systems.
The data tier consists of data used by the business logic. The data can be persistent application data stored in a database management system or it can be resource and directory information stored in a Lightweight Data Access Protocol (LDAP) data store. The data can also include real-time data feeds from external sources or data accessible from legacy computing systems.
The SAM Dashboard gives an overview of important features of the system displayed in a graphical layout, providing you with useful information related to the selected modules. The information displayed is up-to-date at the time the [[dashboard] is first displayed. If you have the window displayed for any length of time, you can click the Update option to refresh it. Dashboards are available for all modules. The dashboard is made up of four panels, each panel can show a different chart or graph depending on the version of SAM that has been configured. Each graph can be configured to display various types of data, based on selected criteria.
Adding a new graph
To create a new graph:
1. Select the panel that you where the graph to be located and it should be outlined (as shown below)
2. Next, select what you want the data to show using the button on the top right of your screen. This will bring up a menu that allow you to insert the field on the x and y axis of the chart and order the information and chose a chart type.
Firstly, select a query, this will change the data shown on the graph as well as present the relevant filters and chart types available.
The chart title is generated automatically; you can change it however highlighting the text and entering whatever you want.
In the “Show result between” section you can use a date range. For instance, in the image below I am counting the number of sales order taken between 16/11/16 – 16/12/16
Under “Filters” are options you can select to alter how the data is shown. Below you have two options; first is “group by date” which will group data by the day/month/year depending on the option you select.
The second, “Show Status”, allows you to group orders by their current status – allowing you to see how many job started within your date range have been completed compared to the amount still in progress.
The final option to choose is the chart type used to present the data (e.g. bar, pie, line).
Once you’ve selected everything you need, you can click the OK button and a new chart will appear on the dashboard.
To edit a graph all you must do is right click on the graph you want to edit and it will give you an option as shown below.
This will open the chart dialog with the information and options used when it was first created. Using this you can change the date range used to find data or group by month instead of by day etc.
SAM Job scheduler provides an overview of all current and pending jobs, the module is initiated from the menu options on the left of the screen, it can also be initiated from a tab on the product detail screen and the Customers screen. The Job scheduler and management work centre allows you to request, document, analyse, schedule, and monitor background jobs in the work environment from a central location, with a standardized workflow. The module is available in the form of a job template, it allows for a job to be entered into the system or a product to be manufactured and then stored on the system as a standard part. The Jobs scheduler can also function as the Help Desk where customer requests are entered onto the system, and the necessary solutions provided by assigning resources (technicians, engineers etc.) to resolve issues reported by clients.
The SAM service module is primarily used by the helpdesk team to very quickly log details of issues that are raised by customers. When a service request is received, it is recorded by clicking on the Services icon (if a Service Job), this will display the Service Job Details Window below allowing the service personnel to capture all the relevant details about the specific issue, the service Personnel completes the Support form, and then continues to the Job Details Popup window in order to assign an engineer and set the status of the Job.
Service Job Details
You would normally request the customer details then go onto log the issue details before continuing to the job details screen, where the job is assigned to a service personnel (e.g. technician) based on the urgency of the request.
The various actions that can be performed in the Support form are explained in the respective sections.
When filling out the support form you can search for companies that already exist in the database, you can search by: name of the company, contact first name, contact last name, agreement ID or Post Code from the current database. It is quite likely that you may receive a support request from clients that does not already exist in the database in which case you can add the details of the new enquiry.
Once you have chosen a company or entered the details in as a new client, you can use the ‘Call Details’ box to describe the issue.
Giving a precise description is essential in order to verify and solve the problem. A comprehensive description of the issue will ensure that it is resolved in a reasonable amount of time.
If the client is an existing customer with assets that are logged in SAM, you can see the asset in ‘Assets’ tab after choosing the company from the search results box.
If the client is a customer with Agreements that are logged in SAM, you can see the Agreement details as Reference Number, Start Date, End Date and Status.
The Jobs Tab contains a list of all previously completed jobs for this customer, by clicking on a completed job you can drill down and check the details of a previously completed job
The history tab contains a list of all previously conversations with the client, could be the result of a simple conversation or and email
To complete the process of supporting the client, you may either click into the solutions box and record the solution offered to the client then save the issue. If the issue is resolved and saved it will be marked as complete, conversely if you click continue, you will be allowed to assign technicians and set all the appropriate statuses in order to resolve the problem.
- Completed Jobs are saved and there is no further action,
- Add to History allows for the addition of a note to the company record and there is no further action.
- Saved Jobs initiates the Job details screen below where you can amend the job details, add engineers, set job status etc.
- Once you’ve updated the Job, and saved the details you can print a job sheet or
- If using remote engineers, the Job will automatically appear on the assigned engineer’s mobile device when synchronized.
Self Service Portal
To ease the process of tracking the requests posted by individuals, a Self Service Web Portal has also been provided (optional). This can be used by the individual requesters to track the status of their issues and to look up solutions from the online knowledge base. To access this self-service portal, the clients need to log in to the SAM application using their respective user name, Contract No, and password. For more details on self service portal, refer to Self Service Web Portal topic.
Job Details Popup
The jobs popup window is initiated by the "Add Job" icon, allowing the user to enter data, you can search for companies by the name of the company, contact first name, last name, Agreement ID or Post Code from the database. If the search returns no result, the company can be added by using the ‘New Company’ button, and enter the Contact Name, Company Name, Telephone and full address.
Once you have chosen a company or entered the details for a new company, you can continue to input the job details.
Adding a New Job
There is a facility for saving existing Jobs as templates for future uses, when the save as template button is clicked the current Job is added to the list of Template jobs in the system. When a new job is initiated and the load from template button is pressed a list of templates of previous jobs appears allowing the user select from a previously saved template. The template can be edited and saved in the normal way by adding products to the Job (including other Job parts), adding other non-stock cost items to the build (S1), adding and edit notes on a job. Once a job is complete it can be added to stock as a Job part or added to an existing sales order.
Each job may consists of many tasks that can be allocated to different engineers dependent on their expertise, when an engineer is selected from the dropdown you have the option of assigning them a specific based on their skill sets. These tasks are normally predefined in the system
The parts tab shows a list of parts that are allocated the job, you can add service parts or add parts from stock.
This is where we are able to update the Issue with any text information. As well as viewing all other updates against a job.
This is where we can attach any file which might be useful for the job. Any kind of file can be attached.
This is where SAM keeps log of all changes that have been made to the Job. The history tab is not editabel.
This is where we can assign recipients of the Job notification when changes are made to the job. Individuals and e-mail addresses can be loaded from engineers list or it can be any unlisted recipient that we would like to receive the notification.
The Recur tab is provided to ensure that recurring jobs can be easily repeated, this is normally used when jobs are repeated on a regular basis, could be monthly, 6-monthly, annually, etc.
The pricing tab allows for the quick creation of an invoice when a job is completed, (long term jobs can also be invoiced on an ongoing basis) it keeps a record of all parts that are used on a job including the engineering times.
SAM’s Service Agreements module simplifies contract management and provides a centralized repository for entitlement information. The module enables users to manage the assets assigned to Agreements, (e.g. leases, warranties) between your company and external organizations. Users can also create intra-organizational Agreements and track the activity status of each asset associated with an Agreement using an extensive menu of reporting functions. The service module places strong emphasis on the setup of Agreements and Agreement assets for the on-going management of assets with contractual ties.
You can rapidly create, manage, and update service agreements, warranties, and extended warranties on sales of goods or services. Then provide service based on real-time entitlement data. Consequently, you minimize contract leakage, increase recurring revenues, and provide targeted services while reducing operational costs.
SAM Service Agreements provides a complete contract authoring and execution solution to manage warranties and extended warranties, usage and subscription-based services, as well as complex service agreements. The Agreements overview screen allows administrators to view, modify, renew and terminate agreements from a single work station. SAM Service agreements helps standardize global service offerings while providing the flexibility to author complex agreements tailored for unique customer needs.
You can sell Multiple Types of Service Agreements for most factory or office equipment, vehicles, or appliance purchases include an initial warranty with the price of the item, while extended warranties and service agreements represent an important up-sell opportunity for service providers.
Start date for warranties can be synchronized with the installation date of the covered equipment. Service agreements can be authored to cover specific serial numbers or all instances of an inventory item; all products owned by a customer or installed at a site; as well as all items included with a system. Usage Based Services Certain industries, such as medical devices or office automation equipment, price services based on equipment usage. SAM Service agreements allows service providers to price service contracts based on actual or estimated values, as well as negotiated values.
Proper management of service agreements in SAM Agreements Module is a sure way to offer the highest levels of service to your customers, raising customer experience and management of their contracts. It will give clarity in your organisation and ensures that everyone understands that customers’ needs based on their contract and will save wasted time and effort managing time related contracts.
The above window shows an overview of all agreements in the system, you can view currently active agreements, create new agreements, delete agreements, print a copy of the agreement or create an invoice for the customer.
Below is a list of Radio Buttons that allows you to filter the status of agreements in the system, you can also perform random searches.
By using the filter option, you can search for an individual agreement by just typing the known details, i.e. agreement reference, Customer Name, First Line of Address or the contact name.
With the Radio buttons you can:
- All - view all agreements in the system
- Expiring soon - view agreements that are expiring soon,
- By Expired - view all expired agreements
- By Active - view all active agreements
- By Customer - view agreements by individual customers – to view agreements by individual customers choose the customer radio button and then the drop-down to select the appropriate customer.
The Status of an agreement can be changed. For example, you may want to put an agreement on hold if there is a dispute over Invoicing. Setting the agreement status to On Hold will temporarily cancel it. Other Contract Statuses include; Draft, Invoices, Active, Cancelled, Expired.
- Agreements can be copied. If you wish to create another agreement that has many of the same features of an existing one, you can use the copy functionality.
- Agreements can be linked to jobs. When jobs are closed off, the agreement can be automatically updated to either deduct time or the number of jobs still available.
- Agreements can be filtered, and advanced finds can be run to see how many Support agreements or Service Contracts your company has.
To create a new agreement, click on the ‘New Agreement’ button and then the popup window below will be displayed, you can select a customer and site from the dropdowns boxes.
By clicking on the "Automatics Reference Button you can generate a reference for the agreement or you type in a manual reference if required.
Set the date Range, the dates covered by the Agreement – You can specify the start and end date of the Agreement, this effectively provides an unlimited support option for the customer during this time.
Agreement Product List
Details of the agreement are entered in the ‘Description’ field by clicking on the add item button which will overlay and display the products list below
The required products can be added to the agreements form and a description by highlighting the item and clicking the OK button. You can change the description of items or use the S1 product to type in a completely new description for an agreement item.
Each line item cost will be totalled and an overall cost for he agreement calculated. You can discount the overall total for the agreement or override the totted-up total, click the Save button to complete adding the agreement.
At the footer of the popup window there is a print option which allows you the option of printing a hard copy of the agreement, you can also select an a greement from the overview screen and click the print option.
When setting the invoicing frequency, there are three options that are available, Monthly, By-Annually, and Annually, once you’ve selected the agreed option for this customer, the system will allow you to invoice the agreement using the current dates, a copy of the invoice will be available in the sales order module. Invoiced agreements are locked based on the invoicing cycle selected, this cycle can only be changed by an administrator.
Once the agreement is completed and saved, you can produce an invoice for the customer by pressing the invoice button which is located at the footer of the popup window. You can also bulk invoice from the agreements overview screen based on a date range, or a selected group of agreements, use the filtering options to select a group of agreements to invoice.
The Assets Module enables you to track and manage your own and your customer’s assets, you can track the financial, contractual, and inventory details of hardware, software, and virtual infrastructure – as well as non IT assets – throughout their life-cycle.
Operations applied on fixed assets during their functioning are pursued in detail, as well as their location and persons responsible for them. From a financial and accounting point of view, this module implements a configurable number of standards for financial damping.
Asset requests are handled using workflows to obtain approvals, validate entitlements, issue charge-backs, and provision services. Once an asset is deployed, the Asset Management records, maintenance activity, and audits, can be managed up until the asset retirement.
Inaccurate inventory, wasted resources, compliance issues, and service delays are all every day risks for organisations, which could result in serious consequences if not addressed.
To mitigate risk, organizations need to know the assets they have, where they are, usage entitlements, who uses them, how they are used, how they are configured, what they cost, and the value they deliver
Fixed Assets Catalog
The fixed asset catalog contains all goods in the company that are considered fixed assets, or if necessary, inventory objects.
A whole range of specific information can be included about the asset, such as:
- The classification code and name of the group
- Name of the fixed asset
- Inventory number
- Time when it was first used
- Type of restraint
- Registration value
- Cost Center
- Type of damping associated to each damping standard
- Damping coefficient for accelerated damping
- Duration of damping
- Unit of measure
- Remaining duration of damping
- The amount remaining
- Date on the document input
Attention should be paid to the classification of fixed assets in terms of cost centers, as each operation associated to fixed assets generates specific accounting notes, as well as distribution to cost centres.
Another mention is linked to the possibility of declaring several damping standards (accounting damping standards, tax damping standard (use of SAPARD credit etc.). When issuing reports, the selected damping standard will be considered.
Fixed Assets Classification
In the case of accounting damping, the damping period is set per this classification. Classification provides a minimum and a maximum possible.
Fixed Assets Operations
They are operations which can have fixed assets as subject. Example: revaluation, disposal, sales, inventory, etc. Revaluation of a fixed assets is an operation which can be complex and considers a variety of configurable parameters.
A fixed asset can be associated with one or more damping actions. A buffer is associated with at least one damping standard. Only one damping standard generates accounting notes. Methods covered are: linear damping, progressive, regressive with the two variants.
The SAM Expense module allows engineers the ability to prepare an expense claims form and associate the expenses with a specific job. From fuel, flights, meals, spare parts, and everything in between, there are countless expenses that need to be reimbursed to the engineers that work for the company. Engineers can take images of their receipts and automatically create their expense claim form without ever touching a scrap of paper.
Sam Knowledge Base Overview
SAM Software’s Knowledge-base is a repository of knowledge articles including solutions and answers to technical issues and questions related to the SAM Suite of programmes. This invaluable repository allows us to share lessons learned on previous jobs, thus resulting in improved performance and customer satisfaction as well as providing self-training material. The Knowledge-base includes:
- Find answers – find a resolution for a specific error/issue
- How to and Best practice articles for advanced configurations scenarios
- Technical Reference Guides, how to implement certain solutions, flow of processes and how to debug and correct different issues with the products that we are supporting for customers.
The SAM customer module lets you store data of all your customers and provides a comprehensive view of each customer’s account. All customer related activities are logged and captured, including contacts, invoices, purchases, customer history, Sales, Jobs and deliveries. The customer module enables you to keep track of all the interactions that you have been made with customers, it also helps with managing follow-ups.
It doesn’t stop there, the Sam Customer module allows you to keep track of contacts and associate them with the appropriate sites, you can keep notes of conversation with customers generate reports, send emails etc. The customer module allows you to bring everything together, it gives a 360-degree view of each customer.
When new customers are added to the system they are automatically synchronised with Sage 50 accounts, with checks to ensure that duplicate records are not created.
Customer records are like cards in an index box. Each record holds information about a specific customer, such as an address, telephone number, contact name, credit limit and so on. As you add your records, they appear automatically in the list on the Customers window.
Entering Customer Records
Your Customer records are like cards in an index box. Each record holds information about a specific customer, such as an address, telephone number, contact name, credit limit and so on. As you add your records, they appear automatically in the list on the Customers window. These lists let you see the customers that you have and the amount they currently owe instantly.
There are three ways of entering a customer records:
- You can enter details directly into a blank customer record.
- Import the customer records into the system directly from Sage
- Import customer records from CSV
To enter a customer record:
- Select the Add Customer menu icon, when the new Customer Record popup window appears, this will show the Details tab.
- Use the tabs of the record window to enter your customer account details, then click the save button to create new customer.
Enter the name and address of your customer including the status, you can set the status to prospect if a new customer. Once you’ve created the first sales order for this customer the account status will change to customer. You will also need to enter the contact details for the main contact prior to saving the record.
You will need to setup the account number for the customer, if the system is linked to Sage when the account number is entered it will automatically sync the customer details with sage, the customer status will also update with the Sage status. “new”
Setup the default tax code for the customer, normally t1 if a British company, the Vat rate is currently 20% and is defined in the administration module. Set the base currency, if you trade with customers abroad you will need to make sure that the correct base currency is defined here. When sales orders are created, the system will automatically use the base currency for the customer.
You can configure the overall discounts for the customer by using the discount dropdown, there are three options available
- By percentage
- By amount
The value entered here will be used in the sales order module when calculation the discounts on individual sales orders.
If your customer has several offices, and a number of contacts for the individual office, you can enter the address for each office. To do this, click the Sites tab, then click new Site and enter the details you require. To save the new site, click Save.
In the ERP version of SAM you can build products and create Jobs, engineers can be assigned to specific customers, it may be that a customer requests that only an engineer with a specific knowledge or skill base can work on their Builds/Jobs or visit their site, in which case this can be programmed into the system and only the assigned engineer can be allocated to this customer’s order.
You can assign or re-assign engineers using the two up and down arrows. When an engineer is assigned to a customer’s account and a new Build/job is created only the assigned engineer can be added to the job.
Contacts for Selected Customers are listed under the ‘Contacts’ Tab. New Contacts can also be added here by clicking the new button at the bottom of the popup window.
When the add button is clicked, The grayed out fields at the bottom of the window are enabled so that you can enter details about the contact, you can also add additional information by double clicking and going to the contacts module.
The ‘Save’ button on Contacts module returns you back to contacts tab under Customers module.
This is the easiest way to add a new contact, that is associated to the selected company.
Costs for Selected Customers are listed here, where a customer has agreed an annual budget spend, the costs tab is used to check the budget spent based on the allocated spend for the year.
The costs tab holds a list of all specialist parts that are purchased for individual customers, these may be service parts for machines or built products. It also keeps tab on the number of hours that is spend by the engineers on the specific customers jobs.
Normally these parts are not issued trough the stock system so the cost tab is the only place where you can identify the assignment.
The system totals up the number of sales items/Parts and compare it with the set budget, therefore you can see at a glance the margin plus/minus spend with each customer.
As a business, you will know the importance of setting your prices at the right level for your customers. Your pricelists are created in the products module; you can select from the dropdown a pricelist that you wish to assign to this newly created customer. To assign a pricelist click the add button and when the customer discount popup appears, click on the pricelist dropdown and select from one of the available pricelists.
You can also assign additional discounts which are available on the discount type dropdown, None, Fixed Sales Price, Sales Price by Percentage or Sales price by amount.
Product Builds/ Jobs
The product builds tab keeps a list of all products/jobs that has been manufactured for this customer, to review the detail of a product build/Job just scroll down to the appropriate Product Build/Job and double click it, this will enable you to drill down and review details of the Build/Job.
‘Sales order’ Tab contains quick list of Sales orders /Invoices connected to selected company. This view contains information of: Printing Status, Order Number, Type, Order Date, Customer name, Reference and Total Amount. Double click on selected Invoice or ‘Add’ button takes you to Invoicing Module where you can see more details of this Invoice. From this place we can print out selected invoice too.
This part of the system transfers you to the Sales module where it creates an order/invoice in the same way Click on “Add”
- Select a Customer, Site and Contact;
- Click on “Scan Items” button. (opens Selection window);
- Put in the number of items required;
- Scan an item and click “OK” button to add the selected item to list;
- Repeat 3 and 4 to add more items;
Click on “Save” button to save the invoice.
Create one invoice from many Sales Orders
you can combine many invoices into single invoice prior to submitting to the accounts programme, by highlighting the sales orders and pressing the process button the individual product items on each sales order is combined into a single invoice prior to it being submitted to the accounts programme.
This tab displays all the Parts Purchased for the selected customer and are drop shipped, these may still be outstanding, or part delivered.
This is the place where any important documents can be stored for selected Customers. You can add any type of file and add its description. Click once if you want to update the description or double click to see the file. Pressing ‘Delete’ button you will remove entry from the list.
It is important to be responsive to customer needs, having instant access to previous conversations, purchase history, sales, and emails etc. goes a long way in ensuring that we meet the needs of our customers, the history tab contains a list of all previous conversations with the client, including copy emails.
To add a conversation to history, select the telephone radio button then press the add button, type details of the conversation in the bottom half of the screen and press the save button.
To Send an Email and record details in history, select the email radio button then select the person to whom you're sending the email. Type the content of your message and press the save button.
The combine deliveries option allows for the creation of a single delivery note from many sales orders. customers can place orders with your company over a period of time, but only certain items on those orders are being delivered. Where this is the you can create a single delivery note for each item or you can use the combine deliveries option to create a single delivery note.
E.g. in order to create a single delivery note, you must first allocate and ship the orders from within the sales orders module, then goto the customers account in the customers module and select the combine deliveries tab.
- Click on new delivery,
- The popup window shows a list of available order items in the left box.
- Select the appropriate items and use the right arrow to move the items to the picked sales order items box.
- Once you've chosen all the items and entered a reference for the delivery report, click the OK button to save.
- You can now print a copy of the report as required.
clicking on the Reports tab displays the reports window, you can use the Choose Report drop-down to select one of the available reports listed below.
- Jobs by Customer
- Costs by Customer
- Multi-Delivery Note
- Customer Details
- Agreement by Customer
- Assets By Customer
- Assets By Customer/Category
- Customer History
- Invoice By Customer
- Purchases By Customer
Once you've chosen a specific report you will need to setup its individual parameters i.e. date range, then click on the view button to see the report details.
To print a report, choose the Reports Tab, select the appropriate report that you want to run from the drop-down.
Highlight the report, then click the view button to run the report, click the print button to print the Report.
Repeat this for the other reports.
Contacts are individual people with whom you have a relationship. Often contacts are related to a customer (account), but certain organizations and businesses may serve or sell to individual consumers, and so some of the contacts may not be under linked to a customer account.
Each customer in SAM needs at least one contact details to be inputted; you also need to define additional details about the contacts. A customer can have many contacts and each contact may be resident at a defined location.
The SAM suite of programs facilitates the creation of quotations, quotations are similar to sales orders; you can create quotations for existing or prospective customers and if the customer wants to proceed with an order, the quotation can be converted into a Sales Order. A new quotation is live once you save the details that you’ve just entered, and if the quotation is converted to a sales order it is then completed and marked as won. Quotations can be created for existing customers or for new or prospective customers.
If you are entering a quotation for an existing customer, then the quotation can be created using the existing customer details that is already in the system, the parts will be taken from stock (although not allocated).
If you are entering a quotation for a new customer, the customer address details are created at the same time, clicking on the new tab and typing in the name of the customer then select the appropriate parts as before.
Features in the quotation’s module allows you to:
- Track outstanding quotes from the quotations list view and get informed when a quote is overdue
- Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customer segment
- Use SAM stock Control to create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt email service
- Use SAM Stock Control to create Invoice with a single click from the pricing tab
- Display Billing & Shipping addresses and terms & conditions
To add a new quotation, click on the new quote button at the top of the screen, you can either select an existing customer from the drop-down list or enter the name if the customer does not exist on the system.
Enter the full address details, customer name and telephone number and contact details, then select the products from the drop-down. Once you’ve entered all the required information click the OK button to save the quotation in memory.
Quotation Header Details
Once you’ve created the quotation and saved the contents you can review all the information by clicking on the details tab. You can also add additional items or remove items from the quotation by clicking on one of the four buttons on the bottom left of the screen.
1/ Add Item 2/ Add many Items 3/ Scan Items 4/ Remove Items
The top of the form includes the customer details, Contact, Status (if connected to Sage software, the head office site as this is a new customer there needs to be a site, account number again from Sage software if linked, Customer order number, order date and the quotation status, (Live, Processing or Complete)
The next tab is the Billing address, if this field is completed the site address drop-down menu can be updated.
The next step is to input the delivery address and the delivery charge, delivery charges are setup by the administrator and can be selected from the drop-down menu.
Payment (Deposit) The payment section allows you to take payments on to the system and this will be put against the sales order, when the order is posted to Sage software it will remain on the customer’s account only against the order... Once the order is posted to the ledgers in Sage software, the payment will be updated to the customer and the bank based on the double entry system.
Other information includes order source, information source and any special notes required by the customer
Now that the order has been completed save the order to the quotations.
The quotation can now be printed and sent to the customer or emailed to the production team for construction.
To create a sales order from the quotation, just select the “New sales order” at the bottom of the screen
The system will then ask if you would like to create a sales order from the selected quotation
Created sales order which can be printed and sent or e-mailed to the customer
Sales Order Processing Introduction The Sales orders module is a primary module within the Sam system it allows for the creation of sales orders, invoices, shipping of goods and processing of completed orders and transferring invoices into Sage. The module is designed to help you manage the sales order process, from generating sales orders through to producing sales invoices. By doing so, you can track orders and analyse customer trends.
The module also provides the means of managing returns. Sales Order Processing brings together your customer information and the goods/services you supply. These goods and services are then priced per the selling prices and discounts set within the Price list.
Sales Orders Overview
The Sales orders module is a primary module within the Sam system it allows for the creation of sales orders, invoices, shipping of goods and processing of completed orders and transferring invoices into Sage. The module is designed to help you manage the sales order process, from generating sales orders through to producing sales invoices. By doing so, you can track orders and analyse customer trends.
The module also provides the means of managing returns. Sales Order Processing brings together your customer information and the goods/services you supply. These goods and services are then priced per the selling prices and discounts set within the Price list.
SAM supports the traceability of goods not only within the sales order process but also the purchase order process through the application of batch and serial numbers. The Stock Control module is used to enable batch and serial numbered items and governs the behaviour of these stock items within the system. For more information, see your Sam Stock Control documentation.
Using the Sales Order Processing module, you can:
• Manage the pricing of your goods and/or services. This cover selling prices and discounts.
• Record sales orders using several order entry methods, either full, rapid or trade counter. These methods accommodate the different circumstances encountered when dealing with customers. Repeat orders can be efficiently generated using templates that store details of orders regularly placed by customers.
• Generate and maintain the various documents needed to process sales. This covers documents intended for customers such as sales orders, order acknowledgements, despatch notes and invoices and proforma invoices. It also includes a picking list intended for internal use.
• With the support of Transaction e-Mail you can send sales invoices to your customers using e-mail.
• From the quotations module, you can generate and maintain quotations, which if acceptable to a customer can be converted to sales orders.
• Allocate stock. This can be done automatically by the system or you can control the allocation of stock manually.
The Sales Order Processing module can deal with multiple currencies. This function is detailed within this guide, in the procedures where multiple currencies can be used.
Customer orders are central to your business as a supplier. These are contractual agreements between you, the supplier, and the customer. They define the terms (prices, quantities and times) by which you will deliver products or provide services. Strong order management allows you to maintain order visibility throughout the life cycle of an order, from demand creation to supply fulfilment.
The Suppliers module provides a comprehensive view of a supplier’s account; it maintains a list of suppliers within the system. It is utilized in conjunction with the purchasing module, it maintains a list of purchases and costs for each supplier. Supplier’s currency, and price lists are all be collated within this module. When new suppliers are added to the system they are automatically synchronised with Sage 50 accounts, with checks to ensure that duplicate records are not created
This module is designed to facilitate the management of the purchase order process from generating purchase orders through to recording purchase invoices. Furthermore, if dealing with rejected goods, recording the return and despatch of goods back to your supplier through to recording associated credit notes.
All this information can then be monitored to determine the status of orders or returns with your suppliers. Purchase Order Processing brings together your supplier information and the goods/services you purchase in order to efficiently generate purchase orders.
SAM supports the traceability of goods not only within the purchase order process but also the sales order process through the application of batch and serial numbers. The Products module is used to enable batch and serial numbered items and governs the behaviour of stock items within the system.
Using the Purchase Order Processing module, you can:
● Record a purchase order. This is done on an individual basis for a single purchase request.
● Generate purchase orders based on a list of stock items suggested by the system. The system suggests the items for purchase based on stock levels and sales orders associated with them.
● Set up the preferences for direct delivery of stock items so that items can be delivered directly to a customer based on a sales order they raised or to a customer, supplier or other location not related to an initial sales order.
● Put an order or return on hold. This is effectively an internal warning to signify there is a problem but it does not stop further processing of the order or return.
● Print purchase orders and copies of these documents (if you require) for internal use.
● With the support of Transaction e-Mail you can send purchase orders to suppliers using e-mail. The following diagram illustrates the processing areas of the Purchase Order Processing module. Some of the processing areas are optional. Their use depends on how you want the system to process orders and even the type of order you are dealing with. Note: The Purchase Order Processing module can deal with multiple currencies and this is described within the context of the activities.
The parts module maintains a list of products within the system it ensures visibility of products. Several of the other modules in the system are reliant on this module, i.e. Purchasing, Jobs, Quotations, and Sales, it maintains a list of products and costs for each component part, this covers everything from production to retail, warehousing to shipping, and all the movements of stock and parts between. The parts module ensures that you can see all the slow moving parts in the system, allowing for better decisions and investments.
Costing jobs also becomes very difficult because parts aren’t always recorded against the appropriate job. With real-time visibility of all available stock your engineers are able to complete more jobs on time improving customer satisfaction and reducing costs.
Some features of the parts module are:
- Serial Number Tracking
- Batch Tracking
- Reporting tools
- Inventory forecasting
- Inventory alerts
- Materials tracking
- Inventory levels
- Automatic reordering
Parts Header Icons
The above image shows the functions that are available from within the parts module. We will start by going through the process of adding a new product.
Adding a New Part
Each time you create a new parts record, you need to enter details such as nominal code, department, tax code, etc. The parts record that you enter in SAM will eventually form your parts list. So, when you are planning your stock system, the part codes you enter need to be as descriptive as possible so that you can locate the part quickly when you are entering data or viewing a report. The part record holds information such as the item’s description, sales price, and unit of sale.
To enter a new parts record, click on the Add Part icon, when the Parts popup window below appears you can continue to enter details.
You will need to have enough information available in order to complete the parts record.
Enter a valid part code, this is the code which is assigned to the part by the company for stock-keeping purposes and internal operations. it will remain constant throughout the product's shelf life
Enter a product description, the purpose of the product description is to supply customers with details around the features and benefits of the product so they're encouraged to buy, it should be concise and descriptive of the part.
Enter the part cost price, this is the actual buy price from your supplier, the cost price may also include shipping and exchange rate costs
Enter the part selling price, this price is normally marked up, its the supplier selling price + Shipping + Percentage mark-up
Unit of Sale
Enter the unit of sale, the Sam parts system allows for parts to be sold in different units, e. g. you can purchase in tons and sell in Kgs
This value is normally set to one, but some products such as Oil and water may have a different density factors, e.g. if you poor some oil into a tank of water the oil will rise to the top because it is less dense than water. A Styrofoam cup is less dense than a ceramic cup, so the Styrofoam cup will float in water and the ceramic cup will sink.
The manufacturer code is a unique code assigned to each manufacturer by the numbering authority indicated by the GS1 Prefix. All products produced by a given company will use the same manufacturer code.
This is normally the gross weight of the part, it is the total weight including packaging.
Minimum Stock Level
this value should be set set such that there is enough time to replenish stock prior to a production run, taking into account transit time, to the point at which the product is on the shelf or in the hands of the customer.
Maximum Stock Level
Is the quantity of parts which should not be exceeded. The limit is normally determined after considering storage space of the warehouse, how quickly the stock is sold or used, cost of insurance, and the risk of parts becoming outdated prior to usage.
Each part must have a purchase unit of measure it should be defined before a part can be added into the stock system. Each part can have purchase unit and a sales unit. This allows stock items to be purchased by Case and sold by Dozen.
Each part must have a Sales unit of measure it should be defined before a part can be sold or used in a production run.
Your company may have a number of warehouse locations, you can enter the name of individual warehouses here.
Parts are normally delivered to the warehouse then stored in a specific location, could be something like Bay 2 Shelf 4, you can manually enter the storage location here.
With Batch Tracking you can track the expiration date of items.
You can select “Disable” (do not allow batch management), “Enable” (create a batch number), as the part is batch is input i.e. 10 items input from an order, will create a batch number for the order.
Serial Number Tracking
With Serial Number Tracking you can track individual units of an item right from its creation through to its sale. Each unit will possess a unique identification code which will help you find out which unit was sold to whom.
You can select “None” (do not allow serial numbering), “Manual” (create your own numbering system), “Automatic” (the system will create its own serial numbers as the part is input i.e. 10 items input will create 10 serial numbers for those items).
Once you’ve completed the entries on the details screen, click on the image tab this will give you the option to enter an image that represents the product details you’ve just entered.
To enter an image for the product, click the import tab, when the popup window appears click on “import image file”, this will allow you to search on your desktop for the appropriate product image, click open to import the image thumbnail.
Images of the product ca be (either in a BMP, JPEG or GIF format), so that your users can see exactly what the product looks like.
Once you’ve clicked on the financials the window below will be displayed, then you can enter the purchase and sales nominal, commodity and stock code for the product.
BOM (Bill of Materials)
Whenever a product is made up of other products you hold in stock, it is said to have a Bill of Materials or BOM. This is a list of the other products or components that are needed to make up the product or product assembly.
For example, a toolkit is a product assembly which consists of the following components - a tool box, a spanner set and a screwdriver
- Toolkit (Product Assembly)
- Tool box (Component) Spanner
- Set (Component)
- Screwdriver (Component)
In this toolkit example, the spanner set could itself consist of two different spanners. It would be called a sub-assembly of the main assembly.
- Toolkit (Product Assembly)
- Spanner Set (Sub-Assembly)
- Spanner A (Component)
- Spanner B (Component)
In SAM each product assembly, sub-assembly and component should be set up as a separate product record.
Before creating a Bill of Materials you should:
- Create the individual component product records.
- Plan the bill of materials on paper first, working from the lowest level of the assembly.
You can use the Trial Build facility to check if you have enough stock to make up the required bill of materials items. If you have enough stock, you can use the Build Part to allocate all the sub-assemblies to the build.
The Notes tab enables you to enter a long description for the product, you can also add additional notes about each of your suppliers for this product. To enter new notes just start typing then hit the save button.
Clicking on the supplier’s tab display a list of suppliers, you can then tick the box to select the preferred supplier for the selected product.
Selecting and setting the preferred suppliers for a product is particularly useful when re-ordering. When placing an order in the purchase module and this product code is selected, the list of preferred suppliers will be viewable in preferential order.
The discounts tab allows you to setup quantity breaks for the product, for example you can set the quantity break discount so that if the customer purchases ten items they get a discount of 2%, purchase of 50 items quantity break 3% and so on. You can also setup discounts based on category, use the category drop-down to select the appropriate category then setup the quantity breaks and save.
If the category discount is set to “none”, the price break discount will only apply when this product is used on a sales order, but if a category is selected the quantity break discount will be included on the price list against the selected category.
Once the category breaks discounts for this product have been setup, the product will be included in the price list, if the price-list is assigned to a customer they will get a category discount as well as a quantity break discount.
Viewing/ Printing Reports
Click on the Reports tab to display the product window, you can use the dropdown to choose one of the available reports.
You can print out the following reports:
- Product Activity (PRDHIST.report) This shows the product's detailed history.
- Product Profit (PRDPROF.report) This shows if your products have sold at a profit.
- Product Valuation (PRDVALUE.report) This shows how much your stock is worth.
To print a report from the Products window, choose the Reports option then select the appropriate report which you want to run from the dropdown. Highlight the report, click view to view the report or print to print the Report, enter your criteria and click OK. Repeat this for the other reports.
To delete a product, go to the Parts overview screen and highlight the product that you wish to delete then press the delete button. Please note products cannot be deleted if there is a transaction logged against the product, i.e. the product has been used on a sales order or a Job.
As a business, you will know the importance of setting your prices at the right level for your customers. You can use SAM to create price lists for your customers and suppliers as well as set up a number of different types of discounts.
You can set up a good customer discount. With this method of discounting, you can for example, give discounts to customers who settle their bills before the due date.
You can also set up discounts for bulk purchases, or for total order values. For example, you can give a customer a 5% discount for sales over £100, and 10% off for sales over £500. You can also set up price lists for specific groups of customers, and choose how these prices are edited and updated. It is also possible to set up special prices for individual customers that buy specific products.
With the variety of pricing and discount features in SAM, it is important that you decide how you want to use them. Even after you have set up your discounts and started posting transactions you can still alter your prices, the price discounts and how they are applied.
Creating a new Price list - To setup a new price-list go to the Price-list Details and click add, the price-list name will become editable, enter the name of your new price-list and save it. The name should then appear in the window above.
Adding Products to the price-list
To add the products to the price-list go to the bottom of the window and click add in the assigned products section, this will allow a list of all products in Sam to popup in a sub window, you can then select from the list of products those that are to be included in the price-list.
Adding customers to the price-list
To add customers to the price-list go to the Assigned Customers and Discounts Section and click the add button this will pop-up a list of all the customers in the system, you can then select the customers that you wish to assign to the your newly created price-list.
Recalculate the selling price for all built products in the system. The recalculate option is provided to ensure that when a manufacturer’s cost price changes the system can automatically search through all the available products and updates the selling prices.
When you click on the recalculate button the system displays a prompt message asking you to confirm whether you wish to recalculate the selling price for all of the Bill of Materials (BOM) products.
If you answer yes, the system searches and checks through all of the Bill of Material items and update the cost prices of the sub products based on the manufacturers most recent cost prices.
Batch/ Serial Numbers
Batch/serial numbered items are used to trace stock from purchase through to sale. They are standard stock items that are assigned an identification number so that stock movements and order processing details associated with the item can be traced.
Batch/serial numbered items can be traced individually using serial numbers or as a group using batch numbers. The batch or serial numbers are manually recorded for an item.
To trace items effectively, unique serial or batch numbers are required. If you intend to record the manufacturer's batch or serial numbers that are marked on the goods you receive, you cannot be sure the numbers are unique. You can set batch/serial numbered items to recognise duplicate numbers and prompt you to record a unique number.
You can control when batch/serial numbers are recorded for an item by selecting the appropriate option within the individual product record. The system can generate serial numbers automatically or you can manually enter a separate serial number as each product is booked into stock.
You can also control the selection of batch/serial numbered items during despatch. You can set the system so that despatch staff have the flexibility to select batch/serial numbered items from those in stock and then record the numbers they have retrieved.
Otherwise staff are instructed to retrieve specific serial/batch numbers allocated for despatch. The allocated serial/batch numbers can be printed on picking lists and used by the despatch staff.
A separate Batch Number tab exists in the SAM application parts screen. Clicking on the icon displays the batch number pop-up window. The window displays a list of all the batches that have been booked into the system, it shows the dates the batches were created and the expiry dates. These dates are particularly important when dealing perishable items. The right hand window shows the distribution of the batches across each depot. You can search to look up a specific batch number
A Separate Serial Number tab exists in the SAM application parts screen. Clicking on the icon displays the serial number pop-up window. The window displays list of all the products that have a serial number, the left-hand window holds the actual serial numbers and the right hand windows shows the history of the serial number, you can view all serial numbers for the selected product or select unallocated or allocated via the radio button. When you click on a serial number this will allow you to add notes to a Product with a Serial Number.
Note that a Serial Number is not a mandatory requirement for a Product, and there are no restrictions on the value entered for Serial Numbers i.e.: a user can manually enter duplicate Serial Numbers as required. Product Serial Numbers have the following schema; (a) Reference Number A unique, sequential, system generated reference number as they are received into stock (b) Manufacturers Serial Number The manufacturer’s serial number for a purchased product (c) Serial Number/Build Number Every build can have a unique sequential number and can be referred to an in house Built Item serial number. Serial Numbers can be added to a Product at any stage of the Product lifecycle. After a Product has been assigned a Serial Number the Product is available for addition to a Sales Orders with the ability to filter a Product via the Serial Number.
Traceability (Serial Numbers) The SAM application has the ability to display a list of all items with serial numbers that have been sold, where the displayed list will contain both standard products and built items. The current system has the ability to view all serial numbered products, but will require the following changes as provided in the screenshot and annotations below.
If you’re using a scanner with the system you may also want to print barcodes in which case, you would have a barcode printer available and configured in the system. There are a number of one dimensional barcode designs that you can choose from some of which are industry standards. I’ve outlined below three of the most popular barcode types and I’ll highlight the common uses for each one, as well as constraints that help you narrow down your options: perhaps your products have less than a square inch of printing space, or you might need to print on corrugated cardboard, or you need extra-secure codes.
UPC Codes are used to label and scan consumer goods at points-of-sale around the world—mainly in the United States, but also in the United Kingdom, Australia, New Zealand and other countries. The UPC-A variation encodes 12 numerical digits while UPC-E is a smaller variation, which encodes only 6 numerical digits.
Variations: UPC-A, UPC-E
EAN barcodes are also used to label consumer goods worldwide for point-of-sale scanning, primarily in Europe. They look very similar to UPC codes, and the main distinction is their geographical application. While EAN-13 (comprising 13 digits) is the default form factor, you’ll find EAN-8 (covering 8 digits) barcodes on products where only limited space is available.
Variations: EAN-13, EAN-8, JAN-13, ISBN, ISSN
Code39 barcodes (or Code 3 of 9) are used to label goods across many industries, and are often found in the automotive industry and the US department of Defence. It allows the use of both digits and characters, and its name originates in the fact that it could only encode 39 characters—though in its most recent version the character set has been increased to 43.
It’s similar to, but not as compact as, the Code 128 bar-code. Industry: Automotive and Defence
To print barcodes, click on the Print Barcodes icon, when the popup window below appears select the product codes for which you want to print bar codes and press the ok button.
When you’ve pressed the ok button and the popup windows appears select the appropriate printer from the dropdown, and set the number of copies then press ok to start printing your barcode labels.
View Stock Transfers
Transferring stock is relevant if your system is set to use multiple locations. You can transfer stock between both warehouses and bins.
The system checks the effect the transfer will have on the stock levels set for the stock item at its current location and target location. Warnings are displayed if the quantity requested at the current location:
- Exceeds the total quantity in store. This includes free stock and allocated stock.
- Exceeds the free stock at the store.
- Causes the stock quantity to fall below the re-order level.
- Causes the stock quantity to fall below the minimum stock level.
You can continue to transfer the requested quantity or amend it so that the transfer quantity is within the stock levels specified for the item. However, you can only transfer a quantity that exceeds the total quantity in store provided the item is enabled for negative stock levels.
If the transfer includes allocated items, the allocation requirement remains at the current warehouse. However, batch/serial numbered items where the batch/serial numbers have been assigned to an order or issue prior to releasing items cannot be transferred.
Batch/serial numbered items displayed as available during the activity can be allocated or issued by other Sage 200 processes. When an item is selected the system checks for this. If the item is in use by another process, the item is displayed red. You will need to select another numbered item from the displayed list.
The system also checks the effect of transferring stock to the target location. If the transfer causes the overall stock quantity to exceed the specified level for the stock item, a warning is displayed. You can continue to transfer the specified quantity or amend it so that the overall quantity remains within the stock levels specified for the item.
In Sam you can view a product history i.e. customers that’s bought the product and the invoice date, on the main product overview screen there is a invoiced column, which indicates the overall quantity of the specific product has been invoiced.
If you wish to see a breakdown of the activity of the product select the product on the main screen, then click the invoiced button.
The pop-up window above shows the invoice number, the customers that has bought the product and the invoice date. Allocated Sam keeps track of product allocation, so you can see at a glance your product availability. On the main product overview screen, there is a allocated column, which indicates the overall quantity of the specific product that has been allocated. If you wish to see a breakdown of the activity of the product select the product on the main screen, then click the allocated button which will show the pop-up window for the allocated product.
The pop-up window above shows the invoice number, the customers that has bought the product and the invoice date On-Order Sam keeps track of products that’s on order, its useful to know the quantity of products that are on order if there is a stock deficiency. Sam tots up all the orders for the specific product and insert the total in the on-order column on the main product overview screen. If you wish to see a breakdown of the orders for the product select the product on the main screen, then click the on-order button which shows the pop-up window for the on-order product.
The pop-up window above shows the purchase orders, supplier details, date and the quantity on order.
View Allocated Parts
View Parts On-Order
The scheduler is a real time production planning and scheduling solution that provide a high level of visibility and control of clients manufacturing and planning process. The scheduling process is dynamic, fast and flexible, it provides a solution to a typically complex management procedure. It maintains the appearance and functionality of a traditional wall planning board, making it easy to use and simple to learn. It can be used to create optimal sequences of production based on a realistic model of the available capacity, as well as provide a clear visual indication of the impact of unforeseen changes.
Production Planning & Scheduling
The Scheduler can help to minimise production times and costs by managing and creating a schedule that is based on the real available capacity at any given time and enabling you to respond quickly to both internal and external changing demands. The system also ensures that stock levels are reduced as materials are only ordered when required; that operations are only scheduled when resources are available, reducing work in progress (W.I.P) and avoiding bottlenecks in production and that corrective action can be taken to prevent late deliveries. The scheduler uses simple drag and drop technology so that users can undertake ‘what if’ scenarios whilst planning to find an alternative, viable production plan. It automatically re-schedule the workload for the affected resource and all the operations across the entire shop floor, so that you can see the real effects of changes to the production schedule.
• Appearance and functionality of a traditional planning board
• Drag & drop technology for ‘what-if’ planning
• Forward sequential loading of all jobs
• Create a realistic model of available capacity
• Automated scheduling algorithms
• Simple traffic light indicators to preview consequences of changes to the schedule
• Fully integrated with the SAM system
Job Scheduling - Each Job have a delivery date, the Traffic light system on SAM’s job screen start flashing on the actual delivery date. If a job is completed before the delivery date the traffic lights remains normal and does not flash.
Job re-scheduling - When an urgent job is required, the scheduler adjust itself to account for the change, all existing jobs are shuffled with original scheduled being maintained whilst taking account the changes.
Where the delivery date of a job is moved, the system alerts with an onscreen message.
Machine Resource Scheduling - When a Machine is booked onto a job for a particular time slot, the system displays an onscreen message indicating the next availability of that Machine, you can manually adjust the schedule to push the existing jobs backwards as required.
Reports are a very important area of the SAM suite of programs. All reports within the system can be accessed from the reports module, also within each module there is a reports tab which shows all the reports that are specific to that module.
if you wanted to see your Customer Activity report, you can go into the Customers module, then click the Reports tab and choose the appropriate report from the dropdown. Likewise, the Jobs module has reports specific to each job.
There are numerous reports available for each module, to view reports for each module you can select the module from the menu then click on the reports tab and you will see all the reports available in that module in a tree view.
The reports module uses Crystal Reports for editing, if you need to edit existing reports making them more suitable to your needs or create new reports you will need a copy of crystal reports installed on your computer.