Using the option menu on the top right of the menu, go into your company profile and enter your company details. You can upload your company logo. The logo must be 400 x 80 pixels.
Data for Parts, Customers and Suppliers can be imported to your fraction server. Download the template file below and add your data, then email us to request the import.
The options page in Fraction ERP allows you to add and edit options that will configure the ERP system to your particular needs. The options are arranged into categories for each module.
when creating a shipment, you can specify which courier is delivering the goods, such as TNT, UPS etc, or it could be “Parcel Courier”, “Pallet Service”, Other (for example).
When creating a contract, the delivery terms will be specified such as EXW, FOB, FCA etc.
When you mark a quote as lost, you can set a reason as a category for the reason the quote was lost, this can help in future analysis to determine any trends of losing quotations.
This is a type of package used to send an item such a document, box, pallet, container etc.
If you use multi-currencies you can set up all the currencies here which will be set as the default for each customer and supplier account, it will be used on quotations, order acknowledgments, invoices and also on purchase orders.
Each customer record has a default payment term such as credit account, 30 days, 30 days end of month, proforma etc. This can be changed contract to contract, but the default for the customer will also be used when creating a contract.
You can specify all the tax rates you need to use such a 20%, 0%. They are determined as “name:rate%” such as “VAT:20%” or “ZeroRated:0%”. They are applied as defaults to customer and supplier records and will be used in invoicing and purchase orders to show gross values.
This is used to enter in payments details that will be printed onto your invoices, such as bank account name, account number, swift code, IBAN etc.
When creating a Bill of Materials, the default margin will be applied to the costing to suggest a selling price. It can be changed on each BOM as needed.
Each part can belong to any type, but it is important that the manufactured option is used where you want to create a Bill of Materials. Other items can be added into categories to suit your needs such as purchased, subcontract, service, Kanban etc. It can reflect anything you need to help organise the purchasing of materials and services.
A part time should have a specified unit of measure, you can determine any type required.
A group represents parts that are purchased and can be set to have a group lead time, specified in days. You can set the group name and number of days for the lead time here. For example, “Fasteners:4” is the fastener group which has a lead time of 4 days.
In this section you can specify the starting point for the next reference to be used in each section where a unique number is assigned to the record and then incremented with each new record. If you enter say 30000 for quotes, the next quote will be created as 300001. If you do not edit these, they will start at 1.
|DeliveryNo||Delivery Note Number|
|PurchaseOrderNo||Purchase Order Number|
|SalesNo||Sales Order number|
|GRNNo||Good received Number|
|NcrNo||Non Conformance Report Number|
The NCR system is designed to assign certain names/categories to the record to allow easy analysis of the NCR performance and identifying trends.
Locations where the NCR took place - such as internal or customer
Departments can be assigned to a NCR such as engineering, production, office, paintshop etc.
This can categorise the type of problem; out of tolerance, defective material etc,
Define what happens to this NCR, such as Scrap, Re-work, Concession
This is to categorise the type of operation associated with the NCR, it could include pre-production, casting, painting, machining, inspection, coating, heat treatment etc.
Within the users page you can add normal users and SFDC (Shop Floor Data Capture) users. At the top of the page you will see how many user licenses are on your account and how many are used.
SFDC users are not included in your license count so you can add as many as you need. They only have access to the shopfloor data capture, works order tracking and the operations pages within the production module.
A normal user has roles and access permissions. Roles are used to grant authority to complete a process and permissions grant access to the modules using the tick box selection. The roles are:
Administrators: Access to the settings menu which includes user management BOM Approval: Approval for a Bill of Materials NCR Approval: Approval to close and NCR (Non Conformance Report) and Correction Action (CA) Operators: Included in the list of operators for production planning and SFDC.
The operations register is a list of all the standard operations you perform in your business. An operation is defined by a description. Optionally, you can add default set up times and run times and a workcenter where the work will be performed.
All operations can be adjusted / fine tuned during the BOM editing activity to make them specific to the production operation being defined for that part.
Each workcenter represents a piece of equipment or machinery in production. It can also represent groups of equipment or areas of production. Each workcenter has a defined weekly standard capacity. An example would be a machine that can run 35 hours a week. If you define a group of machines together, for 2 machines the capacity can be defined as 70 hours per week.
Note: We recommend that you consider the effective production time that you have available (i.e. excluding non-productive time) and consider the utilisation of the workcentre to prevent overcommitting of delivery dates.
Fraction ERP integrates with Xero and other financial software. This video will guide you through the process of connecting your Fraction ERP account to your xero company.