LUMBER MANAGER Quoting Edition

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LUMBER MANAGERQuoting Edition

• A Project Based Inventory Information System
• Providing The Required Functionality For
• Quoting, Purchasing, Receiving, Outgoing

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System Overview

• The Lumber Manager Quoting System (LMQ) is
  designed for those companies involved in project
  bidding, and the resulting purchasing and supply
  of lumber for a job.

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Presentation Contents

• Create a New Job
• Data Entry of Job Specifications
• Create Consolidated List
• Create Purchase Orders
• Create Purchase Order Receiving
• Create Inventory Transfers
• Inventory Lookup
• Miscellaneous System Forms

Click on one of the options to view the selected
information
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Create a New Job

• Creation of a new job marks the start of a
  project within the system
• Job Locations are entered to provide the
  direction where lumber that is purchased should
  be shipped
• Multiple tax entries for a job are allowed

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Job Header Data
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Data Entry of Job Specifications

• The Data Entry section provides the initial tool
  for transposing the job list specifications into
  the system
• Shortcut codes provide quick data entry tools for
  the Species, Grade, and Details
• Module (mix factor) and Location entries are
  entered here for later use when the job is
  consolidated
• A new line will copy the contents of the previous
  line to reduce keying time

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Job Data Entry
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Job Modules
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Create Consolidated List

• Creating a consolidated list groups all items
  from the data entry section by Size, Species,
  Grade, Details, and Length
• From this grouping, the mix factor for the
  specified module is applied
• The result is a consolidated list holding the
  total lumber required for the job
• Once created, the consolidated list is ready to
  be priced for Cost and Sell values

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Consolidated List
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Create Purchase Orders

• Once a consolidated job has been finalized, it is
  marked as Order Accepted
• When the OA is created, Inventory entries are
  created and updated with the Required Pieces and
  Footage
• A Purchase Order can then be created (based on
  location) from the finalized list
• Line details for the P.O. are restricted to the
  OA list for the selected location
• Any additional purchases for the job (outside of
  the OA) are handled in the Change Order section
  of the system (not shown in this presentation)

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Purchase Order Entry
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Create Purchase Order Receiving

• The Receiver module of LMQ is designed to allow
  for multiple receiving sessions against a
  particular P.O.
• The Receiver is split into two sections
• Receiving for Specified Lengths
• Receiving for Random Lengths
• Any Random Length Tallys when received, will roll
  into the specified lengths in Inventory

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Purchase Order Receiving
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Create Inventory Transfers

• Inventory Transfers are the final module of the
  system pertaining to a job
• Transfers fall into four categories
• Inventory to Tables for framing /
  prefabrication
• Inventory to Jobsite shipping material direct
  to job
• Tables to Inventory returning unused material
• Jobsite to Inventory returning unused material
• Data Entry for the Transfer can be pulled from
  Inventory based on the Module Mix or from the OA
• Transfers provide the Relief / Return of
  materials to the Main Inventory

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Inventory Transfer
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Inventory Lookup

• The Inventory Lookup screen provides a
  consolidated view of all lumber on hand
• The criteria options provide the ability to
  narrow a required search for any particular Size,
  Species, Grade, Details, or Length
• The Required and On Order columns provide summary
  information that is invaluable when purchasing
  opportunities for lumber present themselves

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Inventory Lookup
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Miscellaneous System Forms

• The following screen shots give a brief view of
  other forms / functions within the Lumber Manager
  Quoting system

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Main Menu
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Job Lookup
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Purchase Order Lookup
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Inventory Lookup After Receiving
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Contact Information

• IdeaCore Software Solutions Inc.
• Email Contact_at_idcsoftware.com
• Phone [phone]
• Fax [phone]

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