WinPlan ERP system offers a wide range of possibilities for comprehensive ERP. If you wish, you can handle all the functions of the window and door factory with one system. WinPlan is suitable for industry pioneers, for the mass production of windows and doors, or for manufacturers of individual special windows. The scalable total solution consists of many different parts, and you can choose exactly the parts of the software that are most important for each business. WinPlan ERP provides solutions for cost and price list based quotation, production control, material management, automatic control of machine tools, dispatch operations, installation, invoicing and aftermarket.
Cost and price list based quote calculation
Window and door offers can be calculated based on both price lists and costs. Prices can also be entered manually and various discounts can be given in a variety of ways. Intermediate commission as well as product group-specific material and labor coefficients, margin percentages, price list supplements and material and labor cost supplements are also possible. You can create your own price lists for special customers. Once material prices and working hours are defined in the system, cost-based pricing provides a backrest, especially when calculating large items in a tight bid situation. Retailers usually need price-based pricing for bid calculation, and they don’t need to know the cost of the factory.
Pictorial offers and order confirmations for the customer
A pictorial offer and order confirmation will help your customer understand what you are offering them and what you are committed to delivering. When you make an offer, you will see a real-time image of your work on the screen. The picture helps to immediately perceive any shortcomings in the offer. With fewer errors, there is less wasted work and even more productive work. An illustrative offer showing the dimensions of windows and doors, glazing, handrails, blinds and other equipment will improve your chances in the tender and give you a better image of your business. A pictorial and clear offer and order confirmation also secure the supplier's legal position in complaint cases.
Division of orders into delivery items
Large items can be divided into several delivery batches. House, stair, floor and apartment information as well as delivery times can be defined for delivery items. Products in one order line can be divided into several delivery items. Delivery batches are like independent orders that can be serialized into production batches, if necessary. The original main order remains in the system, but the delivery items go to production, shipping and invoicing.
Reporting on the offer and order backlog and sales
The company's management must be able to monitor in real time what the company's offer and order backlog is. In addition to the sales euros and volumes, the sales report shows the margin left for the company from each product group and the number of delivered products by product group. Correspondingly, sales commissions can be calculated on the basis of actual sales and margins.
Working papers printed or on a workstation screen
Work orders can be obtained from both the production series and an individual order. Items and product parts can be directed to the desired work orders. Working papers can be printed or displayed at the workstation step by step. Typical work orders for window and door factories include cutting, glass, plate, fitting, frame, accessories and assembly lists, door frame and assembly pictures, and detachable trusses and partitions.
Processing of specially shaped windows and grilles
Real-time diagrams of specially shaped windows and grilles are printed on the customer's quotations and order confirmations as well as on the factory configuration.
Defining the structure of glass elements
In the choice of glass element, U-value, sound insulation, sun protection and even cleanability play a big role in choosing a glass package. In WinPlan ERP, the Quotation Calculator can use predefined glass packages or build a glass package step by step by selecting glasses, slats and shielding gas. From this choice, WinPlan generates an order code that is understandable to the glass supplier.
Control of material
Material management includes inventory control and purchase order processing. Materials are typically divided into inventory-controlled and order-controlled items. The default warehouse, backup warehouse, and order point are defined for the warehouse-controlled item. The procurement of warehouse-controlled materials is made on the basis of an inventory adequacy review. Typical warehouse-controlled materials include fittings, standard-colored aluminum and fresh air valves. The adequacy review is based on the item's free balance, order backlog provisions and purchase orders placed. The sales order reserves the warehouse-controlled items and the manufacturing or shipping receipt removes the items from the warehouse, respectively. The user sees the balance of the material on a weekly basis and can decide for himself the quantities to be ordered. Materials can also be non-warehouse-controlled. Such materials typically include screws, adhesives, and gaskets.
Material purchase orders
For order-driven materials (including glass, blinds, mosquito frames, special-colored aluminum and special fittings), the system can automatically create purchase order suggestions. Purchase orders can be created for items that relate either directly to a specific sales order or to inventory provisions calculated on the basis of sales orders. Purchase orders can also be placed manually by saving purchase order information manually. The system can also mark a purchase order as received and check purchase invoices.
WinPlan automatically creates vendor-specific purchase order proposals for the desired materials (order-driven items) based on the sales order. Purchase order suggestions, as well as stock reservations, are automatically updated when the order changes as long as purchase orders have not been sent to the supplier and no material has yet been taken from stock.
Purchase orders are sent to suppliers in the manner specified for each supplier, e.g. pdf document, EDI file (CSV, XML) and e-mail.
The adequacy analysis is used to see the status of the items in stock now, and as far ahead as there are enough orders in the order backlog. If additional items have been ordered (purchase orders), the adequacy analysis also takes into account their effect on the inventory situation. The adequacy analysis thus shows the development of the stock balance of each item on a weekly basis. Sales orders for a particular week decrease the balance, while incoming purchase orders increase the balance.
The adequacy review also has a forecast function that shows the inventory situation based on the consumption of the items in the corresponding period of the previous year. The consumption assumption is corrected by a “capacity factor” calculated by comparing this year's and the previous year's production capacity. For example, if the capacity for a given week in the previous year was 1000 units, while the capacity for the corresponding week of this year is 2000 units, a capacity factor of 2 is obtained. WinPlan ERP also shows the actual consumption for the last 12 months by item.
Serialization of production
WinPlan ERP enables versatile batch creation. One order or delivery can be divided into several production runs. On the other hand, several small orders can be bundled into one series. Kits can be created based on several variables such as delivery week, customer, production line, production date, product group, surface treatment, or frame depth. From the resulting series, working papers are easily obtained in the same way as from an individual order.
The completion of the order backlog can be monitored in the work queue. When orders are serialized, they move to the job queue. Individual orders can also be moved to the job queue. Production days and the order of orders / series can be updated in the work queue. At the factory, the necessary work phase receipts are made in the work queue.
You can create different views of a user queue for different user groups and workstations. The user can acknowledge the work phase as started, paused or completed. In addition, the necessary purchase receipts can be monitored in the job queue. The job queue shows all orders, the delivery status of the subcontracts ordered for them, and the stages of work in progress at the factory.
Completion receipts for the different work phases of the job queue can also be read directly from various data collection devices. At the end of the shift, the number of completed products by product type is seen.
Machine tool controls
We have made numerous machine tool links for various machines and lines: e.g. cutting, tapping, planing, frame and frame fittings, valve machining, frame and frame presses, and painting line. Machine tool controls make work significantly more efficient, reduce errors and bring cost savings. Machine tool controls can be implemented as needed according to the machine supplier's specifications.
Factory load calculation
Capacities are assigned to the factory on a daily calendar. Each order with delivery times is loaded on a specific day or week. WinPlan presents an easy-to-read graphical graph of the load and thus reveals possible overload situations in advance. WinPlan displays the capacity and load of the factory’s various production lines using illustrative graphics. The load can be viewed for a desired period of time on a monthly, weekly and daily basis.
The seller can use the delivery time to determine the load view, which automatically retrieves information about the load for the coming weeks. On the other hand, production can also specify by production line the weeks to which it can be sold. In this case, the seller will receive a warning when saving the delivery time too early.
In production planning and monitoring With the help of load, it is possible to detect possible overload situations in good time and try to avoid them. The load on the different production lines can also be considered backwards (eg previous month, last six months).
Consignment management and consignment notes
In the shipping functions, you can select an order and products that can be easily sent, as only completed orders and products will be selected. If necessary, partial deliveries can be made. The consignment also dominates the shortcomings: for example, pulls and mosquito frames may be left for post-delivery. The next time you print a shipping list from the same order, the program will automatically submit the defects for transmission. If desired, the consignment note can be sent electronically directly to the transport company. WinPlan ERP is also integrated into the largest transport platform in the Nordic countries, EDI-Soft Finland, which can be used to manage connections to transport companies.
Invoicing and connections to financial management
In the WinPlan invoicing program, invoicing can be done on the basis of an order, shipments or payment mails. Orders from the same customer can be combined into a single invoice. Invoices can be used to create e-invoice files in accordance with the Finvoice standard for the desired invoice number and date range. If the customer uses their own invoicing program (eg Econet, iScala, Tikon, Wintime, Nova, Aditro), WinPlan can be transferred to another system or use the interface provided by the financial management software.
The customer often also orders the installation when ordering windows and doors. WinPlan enables comprehensive installation price calculation and installation management. In the bidding phase, the installation is calculated and priced based on the selected installation measures (installation in a finished opening, renovation project requiring demolition work…) and the materials required by them (lining boards, interior moldings, indoor and outdoor sales, drip plates…). WinPlan ERP allows the installation work steps, prices and material to be determined and are used by the seller in the event of a tender.
After the transactions have taken place, the installers entered in the system are allocated the same amount of capacity for the installation work and the time of installation is determined. Installation work is managed centrally and free capacity or overload is seen well in advance. The installers themselves have their own view through which they can see the work assigned to them. Completed jobs are acknowledged by the installer and statistics related to the installation data can be printed at desired intervals.
Aftermarket and complaint handling
WinPlan ERP enables efficient handling of complaints, in which case all complaints must be handled properly. Complaints can be divided into different types and can be searched using a variety of search criteria. For example, you can track a complaint step by step, by order, by customer, or even by item. The complaint can also be addressed to the desired department, its cost, the payer and the complaint handler can be determined. In addition, various attachments and documents can be attached to the complaint to describe the subject of the complaint and related measures. WinPlan's effective monitoring of the causes and costs of complaints facilitates the development of operations and product quality.
WinPlan Travel for offline use
If the seller needs to place offers or orders out of reach of the LAN, he can take the Travel version on his own machine. New and changed offers and orders are synchronized to the factory database when he returns to the LAN.