Production Overview

OVERVIEW:

The tools available in the Production Module help you stay on top of every task in your production process, easily spot bottlenecks, and increase instillation volume. You can even use the Production Calendar to easily schedule openings for your installations.  There’s no need for that white board in the office anymore!

Three Different Places to Access Production Information:

The production Link on the Jobs Tab                   The Production & Service Calendar are in the Calendar Tab

of the Customers’ Record View       

      Production Overview Image 11                                   Production Overview Image 12

The Blue Production Tab at the                           The Reports Located in the Reporting Tab

Top of the MarketSharp M screen

Production Overview Image 13                                                              Production Overview Image 14

Production Overview Image

  1.  Click Production link for the contact’s job. (You cannot add a production task from the production tab.)

Note: The Production link is in bold once you have added tasks.

Production Overview Image 2

  1.  Select a work crew or worker(s) and completion date if needed.
  2.  To add a production process; Select a process from the Production Tasks drop down and click Add Process or to add a single production task, click Add New Task
  3.  Assign steps to individuals using the Assign to drop down.
  4.  (Optional) Create necessary work orders by clicking on the check box with the drill icon.  The drill will turn yellow, indicating a work order.  Click the yellow drill icon to create your work order.
  5.  (Optional) Click the Post-It note icon to add notes to the process step.
  6.  Click the check box with the calendar icon.  The calendar icon will highlight, indicating the step has been scheduled.  Click the calendar icon to go to the scheduler.

Note: Use the arrows to arrange step order.  Click the Add New Task to create a new step.

  1.  Click Save

Production Tab

The tools available in the Production module help you stay on top of every task in your production process, easily spot Production Overview Image 3bottlenecks, and increase instillation volume.  You can even use the Production Calendar to easily schedule openings for your installations.  The Production tab gives users the ability to view different open or completed production tasks for a specific date range, a specific employee, and a specific task description. Production tasks are any and all steps required to complete a job. They are created in the customer contact record under the Jobs tab.  Open production tasks can be exported to Excel®, viewed, edited, or deleted. On a daily basis, you can then view or export to Excel® production task lists to prevent things from slipping through the cracks

 Export to Excel®

Users can export Production Tab data to Microsoft Excel® by clicking the Export link.  You can either open the file in Microsoft Excel® or save the file to your local computer

  • All production tasks attached at the Product link level of a job will flow through to the high level Production Tab.
  • Users can filter for tasks assigned to them, type of task, product, description, task type, etc.
  • Clicking on the edit pencil next to a task will take you to that task in the contact record. (Update an actual start or end date for example.)

This is a week view of the Production calendar. Production Overview Image 4

 

You are able to edit view and jump to contact for the installation appointments just as you can in the Sales calendar.

 

 

 

 

 

Create or Edit a Production Process 

Production Overview Image 5

Production Overview Image 6Add New Process:

  1.  Click the Add Process button.
  1.  Enter the Process Name and Product Type.

Note: These fields are required.

  1.  Click the active box to enable the process in the job tab.

You can uncheck the active box to disable a process.

  1.   Select Use Saturdays/Sundays if you include them in your business week.

 Note:  If you include Saturdays and Sundays as business days, MarketSharp will schedule tasks on those days.  If you do not include them in your business week and a task falls on a Saturday/Sunday, MarketSharp will push the task next business day.  For example, if a task falls on a Sunday, and you do not check ‘use Sundays’ MarketSharp will schedule the task for Monday.

  1.  Enter the steps/Tasks/Milestones required to complete the job or process

Note: Checking the Enable Scheduler and Work Orders will enable the scheduling feature and a work order to be created.  Keep in mind you probably don’t need the scheduler/work order for every task.

  1.  Click Add Process Step to add additional steps. You may create up to 25 tasks per job/project type.
  2.  Click Save.

Production Overview Image 7

Edit/Delete Process

 To Edit a Process:

  1.  Click on the edit pencil icon to the right for the corresponding process.
  2.  Click Save

To Delete a Process:

  1.  Click the delete icon to the right of the process.

 Duplicate a Process

This will copy the entire process, including all process steps.  You can edit any process steps, and assign the process a new name.  Use the duplicate function when you have processes that are very similar.

  1.  Click the duplicate button
  2.  Click Save

Production Reports

Production Overview Image 8

Production Overview Image 9

Above is a screen shot of the Standard Product

Reports.

You can create other reports by choosing the “Save As

New” option in the bottom left.  All saved reports will appear under Company reports.

 

 

 

 

 

 

 

The Production Status Report

NOTE:  Only jobs that are not complete will show up on this report.

How is the column AVG Days in PRODUCTION calculated?

This is based on the number of days elapsed from the Expected Start Date of the first step until today for each job.  So if the job is in the 3rd step it will tell you how long the job has been in production since the first step.

 

If it’s on the Product Name row (i.e. Windows) then we add up the number of Days In Production for all jobs in all steps for that product and divide it by the number of jobs for that product.

 

If it’s on the Step Name row (i.e. Order Material) then we add up the number of Days In Production for all jobs withinProduction Overview Image 10 that steps for that product and divide it by the number of jobs in that step.

How is the column AVG Days in STEP calculated?

This is based on the number of days elapsed from the Expected Start Date of the current step until today for each job.

If it’s on the Product Name row (i.e.

Windows) then we add up the number of

Days In Step for all jobs in all steps for that product and divide it by the number of

jobs for that product.

If it’s on the Step Name row (i.e. Order Material) then we add up the number of Days In Step for all jobs within that steps for that product and divide it by the number of jobs in that step.

 

 

 

 

 

 

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