Greenleaf

®

Special DesignEngineering

Greenleaf

®

Special DesignEngineering

Greg BronsonManager of Engineering

A Guide to

Special Tooling or InsertQuotes

and Orders

A Guide to

Special Tooling or InsertQuotes

and Orders

Points of DiscussionPoints of Discussion

• Information required to quote special tooling and inserts

• What steps are required to process a special quote

• What affects special quote turn around times

• What is being done to reduce quote turn around times

• What steps are required to process a special order

Steps required to process a special tool or insert quote

Steps required to process a special tool or insert quote

• Customer opportunity

Salesperson gathers information related to the quote

• Quote information is forwarded to Engineering for review & processing

Ensure proper information is provided

Quote request is entered into queue

Tooling and/or insert is designed

• Quote is forwarded to Estimating

Review with steel or insert plant managers as required

Cost and delivery time is calculated

• Quote is forwarded to Customer Service to be formally issued

Customer contact information

Specify type of operation

Machine specs and tool shank style/size

Hand of tooling

Part material and hardness

For complicated parts, furnish .igs,.dxf, .stp, or .prt electronic files

Specify areas to machine

Specify any preferred insert geometry

Tool Design Information Checklist

Other pertinent information

Information required to process a special tool or insert quoteInformation required to process a special tool or insert quote

Steps required to process a special tool or insert orderSteps required to process a special tool or insert order

• Purchase order sent to Customer Service for order entry

• Order forwarded to Engineering to be detailed

Review all quote information to ensure we have a proper design

Detail drawings and/or models are created for manufacturing

Drawings and/or models are verified by checker

• Order is forwarded to manufacturing planning

Material is ordered, and routing is built

Order is started into manufacturing

• Order acknowledgement is sent to customer and salesperson

Approval drawings are sent to salesperson for review with customer

What affects special quote turn around times?What affects special quote turn around times?

• Higher than normal business volume

• Incomplete information on quote requestsDesigners taking their time to gather information

Designers have to draw customer part if electronic part file is not provided

• Rush quotesShould rush quotes be placed ahead of quotes already in process?

What is being done in Engineering to improve special quote turn around times?What is being done in Engineering to improve special quote turn around times?

• Add personnel

We added a new designer in June

• Work smarter

We are modeling more tooling everyday

We are establishing a systematic approach to continuous training

The latest version of Pro/E (Creo) is a more productive design software

• You can help by providing the required information at time of quote request

This alone can reduce turn around times by over 25%

Currently over 16,000 models

2D designs will be parametric and will work directly with solid models

Online training modules customized to our needs

Models make design visualization and programming easier

ReviewReview

• Discussed the quote and order process

• Reviewed information required to quote special tooling

• Illustrated what steps are required to process a special quote

• Discussed what factors affect special quote turn around times

• Determined what is being done to reduce quote turn around times

• Illustrated what steps are required to process a special order

Thank You!Thank You!