The solution contains the following advantages for the business management:
- elimination of manual double work and simplifying demanding processes
- handling of item variants throughout the solution from sales, purchase to production and expedition
- in depth reporting and key figure statistics
- fast and precise information available for users, from the warehouse to management
- that the solution supports all types of companies throughout the industry (design, production, wholesale, agent, distributor and more)
The solution also provides cash advantages for the financial department like:
- automatic Intercompany to subsidiaries
- charge and freight calculation with deposits
- fully integrated time registration and payroll system
- Fast and easy overview of the financial situation
Product Configuration
Product Configuration is the key feature to create and maintain customizable products and Bill’s of Materials (BOM). The Product Configuration uses rules to ensure that the sales people cannot sell a product that is impossible to produce. With the Product Configuration in TRIMIT Furniture you can maintain Items with large number of possible variant combinations in one simple Item template and one generic BOM.
Template items
The Template Item (Master) is where you setup the use of variants and attach the generic BOM. You can apply an unlimited number of variants and make rules as to how each variant should affect the BOM. The Template Item also consists of the same basic fields as the normal Item card. These fields are used when creating new Items based on the template.
Unlimited Variants
In TRIMIT Furniture, variants can be options, where a table holds the unlimited number of options. The variant can also be an integer, i.e. for the calculation of measurement. The variant can even be a code relation to a table in the NAV database i.e. the Item table. This gives you a vast range of ways to setup the Product Configuration.
Generic Bill of Material
The Bill of Material (BOM) is where you go into details of how the Item is made and what components it consists of. In TRIMIT Furniture the BOM both contains the components (Items) but also the routing (setup and operation). This means that the TRIMIT BOM gives you a complete overview of the Production of the specific product, and as a side effect also calculates the complete cost of the Product. Generic means that it changes according to configuration. A set of rules created via the Formula tool will generate a specific Production order to each Sales Order Configuration.
Formula tool
The Formula tool in TRIMIT Furniture is where you can create rules to:
- Calculate values. This could be Quantity, Time, Consumption, Cost, etc.
- Inherit Variants to components.
- Select or deselect Items in the BOM.
- Write information to the Sales Order, Production Order, Purchase order or other relevant place.
The Formula tool is a very powerful tool for you to make changes in the system. The Formula Tool is also available for other areas like Sales Order, Purchase Order, and Production Order etc.
Sales Order
The Sales order feature is a part of Standard Dynamics NAV. With TRIMIT Furniture, the Sales order is extended to handle the features in TRIMIT Furniture.
Order configuration
The Features of Product Configuration comes to use in the Sales order. This is where the Sales order Configuration is made. The Sales order configuration is where you can create customer specific products and have a Production order created immediately, even getting the Item cost from the Production order.
Integration to Production
In a make to order environment, each Sales order configuration, results in a Production order that completely matches the configuration. This production order is connected to the Sales order line, so that it cannot be changed, but where changes in the configuration will result in changes in the Production order. This is called the related Production Order. In TRIMIT Furniture it is even possible to create Related Purchase orders for the case where a specific Item has to be purchased for the Configured Product.
Prices and Discounts
The Pricing feature allows you to create anything from overall pricing to customer specific pricing. Prices can even be valid for a company within the same group. Pricelists can be copied and be depending on base pricelists. In all a feature that makes it easier to create and maintain pricing.
Discounts are handled with the same abilities. Discounts can even be calculated as purchase over time.
On-line Available quantity
When creating sales order for Items on stock, the Sales order feature supply’s you with vital information like Available quantity, which ensures that you give your customer true information of what he can get. The available quantity is calculated from Inventory, sales orders, Purchase orders and Production orders, taking in consideration all possible transaction for the specific Item or components.
Framework order
The Framework order feature enables you to manage framework agreements with your customers. You simply create the Framework agreement as a normal sales order. Sales orders within the framework will then deduct from the Framework Order giving you an overview of the framework agreement status.
Web Orders
Orders can also be entered over the internet. Using TRIMIT Furniture B2B, TRIMIT Furniture B2C or TRIMIT Sales Agent, provides out-of-the-box online web shop solutions, completely integrated with the TRIMIT Furniture NAV data base.
SalesAgent
This Portal is made for direct sales team and agents. It enables you to pick your own customers / shops and place the order through a very simple and intuitive user interface. The style selection can be done onscreen or with a barcode scanner. Your sales force gets access to the latest products, customer information; order entry, sales history etc.
B2B
The B2B Portal makes it possible to expand the network through wholesale or own shops (retail). This way, the shops can retrieve relevant information (concerning availability, time of delivery etc.) to themselves or the customer instantly. The Portal also makes it possible for shop managers to retrieve or enter data outside opening hours. Your shops can order directly through the system, whenever they want without calling or faxing.
B2C
This is where the end-user can find relevant information concerning products, delivery, the company etc. Furthermore, the end-user has the possibility of placing and following orders. This Portal is different from the others as regards appearance. Layout and graphics are very important elements because this is where the end-user is addressed and influenced. At the same time fashion companies are interested in keeping the customers onsite with forums and loyalty clubs.
Capacity planning
In TRIMIT Furniture Capacity Planning means two things; Resource Planning and Bottleneck Management. Resource Planning is the classic forward Capacity planning on available resources. Bottleneck Management is an on-line Sales Planning tool that prevents overbooking.
Resource Planning
Resources are People and Capacity Places. Both are attached to calendars, where working hours, Vacation, and holidays can be entered to calculate available capacity pr day. The resources are then attached to Setup or operations that are used in the BOM’s. Each time a production order is made, it is possible to calculate the needed capacity. The Capacity Planning Feature can then calculate and place the different setups and operations in the most feasible way.
Bottleneck Management
Bottleneck Management works directly on the sales order. When the quantity of an Item is entered, then Bottleneck Management immediately tries to book the item. If no capacity is available, a pop-up message will explain when capacity is available. This enables the order entry person to give the best Customer Service and put the order when it is possible. Bottleneck Management is the preventer of overbooking of the Production.
MRP
The Material Requirement Planning (MRP) feature in TRIMIT Furniture, gives you a flexible way of calculating the need for purchase or production. The MRP will calculate both finished goods and look at BOM structures to calculate components at all BOM levels.
Creates Purchase and Production orders
The TRIMIT Furniture MRP will create the Purchase and Production orders for you directly. It will handle both net and gross, and make sure that Items are purchased at the right vendor.
This means that you no longer have to look at a requirement list and manually create the orders. The result of the MRP is simply all the necessary Purchase and Production orders.
Automatic calculation based on Sales and budgets
The MRP can calculate the requirements from a selected range of sales orders in combination with sales budgets. This assuring that both the result of the Selling in period is combined with the adjustments that you make.
Flexible setup
The MRP feature has a set of setup parameters that makes it very flexible and easy to setup for your needs. The MRP can handle different calculation methods like NET and GROSS. The calculations of Items are done by a combination of sales and minimum stock levels.
Purchase
The Purchase order feature is a part of Standard Dynamics NAV. With the Purchase order you can purchase anything to stock, finished goods, components or other Items.
With TRIMIT Furniture, the Purchase order is extended to handle the features in TRIMIT Furniture.
Purchase directly from a sales order
With TRIMIT Furniture you can create a Purchase order directly from a Sales order. The Purchase order will be linked to the Sales order to give you the full identity of where it comes from. This feature is essential for purchase directly to Sales Order Configurations. These orders will not interfere with the MRP.
Purchase created by MRP
When using TRIMIT MRP, the result is a number of Purchase orders. Parameters on each Item controls which Vendor is selected or if the Item is produced by you.
Production
Manufacturing is part of the Standard Dynamics NAV.
The Production Order
The Production Order is where all information about the Production of a product is gathered. It holds the starting, ending dates, Production place, Locations for the finished product, and other basic Production information. The Production Order also contains the Routing and BOM in one Production BOM. Finally the Production Order shows calculation of cost, divided in time, machine, overhead and material. The calculation is shown both as expected and accumulated from the Production registrations. This gives you the ability to compare the expected with the realized. Once the Production starts, you can follow the status directly on the Production Order.
Time and Material consumption
In TRIMIT Furniture you can register the consumption of Time and Materials directly on a Production Journal. When posting the Journal, the Production Orders will be updated and costs recalculated.
Shipping and Invoicing
Shipping and Invoicing is part of the Sales and General Ledger features in Standard Dynamics NAV. With TRIMIT Furniture, the Shipping and Invoicing features are extended to handle TRIMIT Furniture Features.
Invoicing on truck loading
Once the Picking is done using the Picking List feature, it is possible to Invoice the Sales order as the truck is loaded. This feature makes it possible to create the Invoice Documents and attach them to the shipment on the Truck.
Consolidated invoicing
When a customer has multiple sales orders in the same Shipment, Dynamics NAV will normally create one Invoice per Sales Order. With TRIMIT Furniture it is possible to create consolidated Invoices. The consolidated Invoice will consolidate the shipped goods from all sales orders to the customer and just create one Invoice.
Batch Invoicing
In Dynamics NAV, the Invoicing and Posting process requires data power and full access to the system. This can give waiting time for some users during the Invoicing process. With TRIMIT Furniture it is possible to divide the Invoicing from the Posting. The Posting can then be executed as a batch run at a time where system use is low (by night).
Picking and Shipping is part of the warehouse features in Standard Dynamics NAV. With TRIMIT Fashion, the Picking and Shipping feature is extended to handle TRIMIT fashion Features.
Claims Management
The Claims Management feature keeps track of claims and product quality. Being a fully integrated part of TRIMIT Furniture, Claims Management has access to all information about the Item, Sales orders, Purchase orders and Production orders. That gives Claims management an important role in your quality assurance.
Claims management is created with a look similar to the Sales and Purchase order.
Register the Claim by first contact
When a claim is filed by a customer, you can register it in Claims management. This will enable you to look up to the specific sales order, the shipping agent and other relevant information. In the claim it is possible to register cause. Both the cause filed by the customer and also the cause discovered by you.
Finds sales orders with correct Price and discount
When a claim is handled, the claim will automatically find the correct price and discount for the product.
Types of Claims
Claims Management handles: Rejections, Credit note, agreements on price reduction, replacement and repairs. Depending on the Claim type, Claims management will create the necessary documents.
Statistics
As a part of Claims Management it is possible to pull statistics of the occurrence of the different claims types.
Reports and statistics
Standard Dynamics NAV comes with some reporting and statistics tools. With TRIMIT Furniture, the reporting and statistics tools are extended to handle the features in TRIMIT Furniture.
Report generator
Dynamics NAV has a built in report generator, that enables you or your Partner Consultant to create almost any kind of report, showing any information from the database. A part of the Report generator is a number of standard reports. Some of the standard reports can be used directly, others are examples to be refined.
Sales statistics
In TRIMIT Furniture a Sales statistics tool is created to show statistics based on variants (color /size etc.) and a number of other parameters. This tool can give you a full overview of your business situation.
Integration to MS Excel
Dynamics NAV has MS Excel integration Features.
- It is possible to copy from Dynamics NAV and Past in Excel, but not vice versa.
- There is a MS Excel Printout facility
- The Data migration tool uses MS Excel to import Data into the NAV database.