MT-Soft
Suite Product Modules |
There is a Product Module for every step of the
process.
Jobs interface between all modules which allows consistency and good
communication throughout the entire process. |
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Sales & Estimating |
- Acquire details of your clients job
- Enter these details into the module or use wizards to help you along
- Apply your custom OP Codes according to the job specifications
- Create a proposal for entire job or break job down into sections
- Generate a proposal report which links to your word processing program
- Once the proposal is accepted, you are ready for Work Order
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Work Order |
- Work Orders are generated directly from Sales & Estimating or you can create a new
Work Order from scratch
- Wizards automatically prompt the Customer Service Representative with questions and help
screens to ensure that production has all the information they need to run the job
smoothly and efficiently
- Once the job is complete, you can use Work Order to produce job invoices
- Word Order provides many beneficial reports: job summary, billing, date and
activity tracking, process of job, exceptions
- Add custom descriptions for each job and link Work Order information to other documents
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Production & Scheduling |
- Tracks all your jobs by using operation codes and lot numbers from beginning to end to
ensure easy and efficient work flow.
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Inventory |
- Inventory has been designed to track inventory throughout its life at the company
- Inventory can be received into the warehouse (or receiving area), moved from one
location to another, used in production, discarded (or recycled) or shipped out
- Requests for inventory can be entered by one department and viewed by the warehouse
- Shipping and discard requests can be created when needed
- Account for what's needed for every job to run smoothly and reserve the required
inventory
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List Inventory |
- The List Inventory program is designed to maintain an inventory of Lists (or other
items) which are owned by a customer or third party and are held by a company (while
fulfilling a contract with a customer)
- The program records information about the list including a job number and customer
identification. Information about a list which is expected can be recorded as well
as any new list received. Information is maintained while the item is in inventory.
Changes to the disposition, location, label or copy data are recorded in the
current inventory file and in a change history file.
- When you need to access information, list inventory helps you find the correct storage
unit
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Purchase Order |
- P.O. has been designed to allow a company to enter, edit, approve and track P.O.'s
throughtout the process.
- P.O.'s can be created by authorized users for categories available to the user (assigned
by department). P.O.'s can be tracked by job number or customer. Frequently used
vendors and products can be maintained in the file for easy addition to the P.O.
- Once created, the P.O. cannot be printed until it has been approved by an authorized
user. The company can assign both a supervisor for initial approval and another user
for final approval. Who approves a P.O. is determined by the department the user
belongs to and by the classification assigned to the purchase order. After
submitting the P.O., a message is sent to the supervisor or final approver. When
approved, a message is also sent.
- MailTech's linked document feature is available in this program. Files can be
linked to either a P.O. or a vendor.
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Outside Services |
- This module makes it easy to keep track of outside contracted bids
- Simply enter all bids into the module as you receive them
- The module then prepares a comparison spreadheet of all bids entered
- Once you choose the vendor, simply generate a P.O. to transfer the specifications into
Work Order
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Postage Accounting |
- Keep track and allocate postage so your customer's know the final cost before going to
the post office
- Allocate prepaid funds which are held until job is ready for mailing
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Messaging |
- Send and receive messaging concerning a job
- Messaging lets the user know if there is a message (a dialogue box appears on the
screen telling the user there is a message)
- Messaging helps communication within the company while helping to prevent mistakes
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