With a click convert your estimate to a quote to send to a customer. Quote non-recurring costs or divide the NRE into the unit price of each of the quantities. When a client submits an order based on a quote, with a single click that quote may be turned into a Customer Purchase Order.

This module keeps track of data for anyone you communicate with outside the company.

• All customer quality requirements, shipping addresses, credit terms, receiving hours, workmanship standards, cosmetic requirements or any other documents referenced by the company.
• This page also offers quick links to that customer’s Work Orders, Purchase Orders, historic profit numbers, on-time delivery, customer satisfaction survey results, and more.

Work Orders (WO) offer complete documentation of all current and past jobs.Find real time status of all the jobs in your shop and information such as how many labor hours of time have been tracked, dollars spent out-of-pocket, how many parts are finished through what stage, where out-of-plant parts are at and when they will be back. Track every component in a multi-level BOM, including all raw material and outside processing. At Final Inspection, a single mouse click of the upper level assembly will collate and bring forward every related cert, and audit the FAI results, for preparing into the complete document package saving hours of time every day.

Knowing the status of your jobs and if you will be on time is hard! To do it well, you need to have up-to-the-minute status of jobs currently on the machines and if you have everything needed for jobs about to hit the machine.

ProShop scheduling is a finite capacity system, showing you in real-time, the exact number of hours left on all jobs and when they will finish based on your shift schedule. Shift resources and re-route jobs easily and find out how changes affect delivery times.

Robust inventory management is built into the Parts and Components off the Shelf (COTS) modules. See at a glance how much inventory you have in your company, the value and where it is located. From any part number or assembly, you can see exactly which Work Order it was created on.

The Tooling module is where all consumable tooling is managed and tracked. Any important attribute can be recorded, searched, etc. See any tool that is currently in use in a Workcell (machine tool or tool caddy) and what is forecast to be needed from any current Work Orders.

For shops using Mastercam, tool information can also be exported into Mastercam individually or for an entire job. Tool lists can then be used to set-up a caddy or CNC machine offline and will accept tool length and diameter data directly from your presetter and then will generate the appropriate offset file to upload into your machine.

COTS stands for Components Off The Shelf. It is where all non-custom items such as fasteners, fluids, materials, consumables and hardware are handled. COTS items can be added to any BOM (Bill of Materials) on the Part and Work Order modules. COTS may have multiple approved vendors with pricing, lead times, etc. Full traceability for all COTS items is handled without any extra work by purchasing or manufacturing staff, allowing for certifications to automatically flow into document packages when jobs are shipped.

Work cells are the items that are used for the schedule. Any machine tool, workbench, equipment, or even person can be assigned as a work cell. Once assigned as a work cell, the number and timing of available hours per day can be managed using the schedule to allow unlimited work shift schedules.

ProShop has a built-in time clock for punching in and out of work. Clock in or out quickly from any device using a password. See current and historic clock punches for any time frame. A system for missed punches allows managers to review and approve when an employee forgets to punch at the correct time. Managers are also alerted to any anomalies. Export data into accounting packages such as QuickBooks, Sage, or 3rd party processors for payroll.

The Messaging system is critical for intra-company communications. It is used as a replacement for email for many companies.Thread based system allows conversations between any groups of users with direct links to the applicable page in ProShop.

Issue automated messages, alerting users and managers of myriad important alerts such as when NCRs are created, when Time Tracking is over target by a determined percentage, when Equipment is nearing its calibration or maintenance due dates, when documents are ready for review and approvals, and many more. All communications will be permanently recorded, making research on past communication much more simple.

Dashboards are a critical tool to monitor the performance of the company and individual departments at all levels of the company. With over 25 unique Dashboards for customer service, planning, shipping, inspection, receiving, sales, finance, and much more, every department and manager are continuously being updated in real time by all users who are working within ProShop.

• Users can see the pulse of the entire company and what needs action next.
• Dashboards can also be modified for specific needs for each client.

The Standards module is where all the requirements of the quality system are stored. Configurable for ISO-9001, AS9100, ISO-13485, American Petroleum Institute (API), ISO-14001 or any others.

• Directly link any requirement of any Standard right to the content in your QMS
• Easily see what sections of any standard are being met by your QMS content.
• Accomplish external audits in half the time.

Quality Procedures or QPs are detailed documents that cover specific areas of the company and how the systems and procedures are managed to ensure that high quality and efficiency is maintained.

Never before has a QMS been so deeply yet simply integrated into an ERP system, allowing the QMS to truly be used as a tool for continuous improvement in a very lightweight and low cost way.

The Training module offers training for any Task, Quality Procedure, or stand-alone activity. Trainings include instructions on how to accomplish any activity, and may include tests, videos, photos, etc. When a User completes a training, they are signed off on a new higher proficiency level by the designated trainer. Training lists are included for every Company Position so employees can clearly see what training they need to accomplish in order to be qualified for promotions to new Company Positions. Training matrices are also available to review company-wide training proficiency levels, filtered and sorted by shift. Training gaps can also be seen on the Org Chart under Company Positions. Similar to Tasks, when revisions are made for a Training record, only the trained users will receive Message alerts to review the new revision of the Training.

The training module makes it much easier to ensure that all the elements of your QMS will be followed properly. The training module is also great for any type of training you may want to create from shop best practices, shop math and more. It enables companies to rapidly develop their employees skills to better serve the company and customers.

Preventative Action Requests (PAR) behave just like Corrective actions. The PAR module ties in and links directly to any applicable other modules such as Work Orders, Purchase Orders and NCRs. PARs can be queried for detailed reporting of virtually any attribute and exported for offline reporting as needed.

• Automatic workflow built in, sending automatic notifications in the Messaging system to employee.
• The PAR action dates will also be listed in the employee’s Document Queue which is visible to any manager.

With tight integration into the ERP and MES modules, PARs can be a very effective and low cost way to initiate positive change in your organization.

The NCR module tracks and manages any kind of quality non-conformance and ties it back to the ERP system.

• NCRs can be one of three types: Internal (Work Order), External (Vendor PO), or Customer (RMA).
• NCR will be completely filled out with all the related and linked modules for reporting and searching.
• All pertinent information is carried over.
• All data is easily exported without third party software for further use if needed.

The NCR dashboard very powerful and extremely easy to use for tracking and reporting on NCRs based on any possible criteria such as employees, customers, workcells, work shifts, vendor, part numbers, cause code, NCR code, scrap rate, and much more.