Planability ETI

Enquiry To Invoice Systems

Key Benefits for

Make-To-OrderCompanies

Planability ETI - Enquiry To Invoice Systems

Designed for make-to-order businesses such as….

- Sign Makers & Large Format Digital Print- Exhibition Set Contractors- Bespoke Joinery, Fabrication & Shopfitting - Bespoke/Make-To-Order manufacturers.

Supports key stages of a project:

- Enquiry To Order- Pre-Production- Make, Install & Sign-Off

Enquiry To Invoice - manage changes, costs and tasks

Typical business process for Planability ETI

Planability ETI - Enquiry To Invoice Systems

Receive Enquiry

Cost/Estimate/Quote

Receive Order/Issue Confirmation

Plan/Purchase/Subcontract

Make/Ship/Install/Sign-Off

Invoice

Planability ETI - Enquiry To Invoice Systems

Planning well, managing changes and coordinating human activity are all key to profitability in an environment where lead times are short, changes are a way of life and dates are critical, perhaps immovable.

Planability ETI provides a template for good business practice, mirroring your processes, and encourages management by exception through the provision of early warning devices, delivering maximum return for management effort.

Planability ETI helps our users with ISO 9001.

KPI’s (Key Performance Indicators) give a constant health check.

Planability ETI - Enquiry To Invoice Systems

How Planability ETI supports business growth…..

Improve

Grow

Analyse

Control

Assisted by drop-down lists, all details are entered from this screen. It’s quick and easy to use. The results are professional and the information is immediately accessible.

A project manager may be named, human and manufacturing tasks may be planned. Everything is in one place.

When a new enquiry is opened, folders are automatically generated so that all job-related information, including drawings, photos and internal/external documents are filed under the job number, making them easy to find, retrieve and use.

Warnings of changes, notes added, accounts issues, etc are given here.

Quick costings may be calculated directly from this screen. We can also incorporate spreadsheets.

Templates may be held for selection.A coloured warning is posted on the main screen when a change has been made to the spreadsheet.

Planability ETI – Costing

Planability ETI – Quotations

Producing good-looking, accurate quotations very quickly is made simple by using pre-set texts which may be selected from drop-down menus.

Standard company phrases may be used to ensure a professional result.

Health & Safety requirements, technical specifications and any other texts may be entered once and then retrieved for use again and again saving time, and increasing the value-add of technical staff.

Planability ETI – Key Reports (e.g Quotation Bank)

Standard and custom reports can be provided. In this example, the user has elected to have a view of the “Quotation Bank” appear each time they log on to Planability.

Sales Managers know the value of “managing the pipeline”. Using Planability ETI, they can interrogate the system for the information they need to secure tomorrow’s business.

Planability ETI – Document Examples

These documents represent your company to your customers and suppliers. They should be correct and look professional. Planability makes it easy to improve your image.

Your logo/letterhead are incorporated in Planability ETI. Finished documents are produced directly from the system. You can review and amend on-screen before emailing, printing or faxing.

Planability ETI – Document Examples

Standard phrases are easily replicated. Speed of response to quotation requests, accuracy of content and aesthetic appearance of documents can all be dramatically improved.

Planability ETI – Task Planning

Tasks may be planned at project, job or item level. These might include obtaining information from customers, technical specs from suppliers, reminders to check progress and anything else that is critical to meeting deadlines.

This enables the business to be run on a “management by exception” basis.

Each user company decides how much warning they need. A green/amber/red system makes potential issues visually obvious.

To prevent oversight, it can be arranged that individual users see the issues that are most relevant to them each time they log on. These may also be automatically emailed to managers.

Planability ETI – Production Planning

Templates may be used to easily plan routes through the works. Production Orders can be printed.

Special instructions can be free-typed or added directly from the drop-down lists.

Traffic light warnings show potential problems on-screen and on reports. Managers can be electronically warned before problems arise.

Planability ETI – Activity PlanningPlanning Views are created as appropriate for each business.

With key information, well presented, it’s easy to apply skill and experience and make good decisions.

Overloads and potential bottlenecks are simple to see in these visual overviews.

Planability ETI – Purchasing

Purchase Orders may be reviewed by project, job or item. Amber can be used to ensure that “almost late” does not become “overdue”.

Comments may be added by buyers or receiving staff. Automatic notification of arrival or lateness can prompt action.

Costs are automatically allocated to the job to allow both ongoing and completed “planned Vs actual” cost comparisons.

Planability ETI – Labour Time Recording

Time spent on each job may be recorded using shop-floor PC or bar-code reader.

Data may be analysed and compared against the costing to evaluate actual profitability.

Planability ETI – One Point of Reference

Access toInformation

IncomingEnquiries

Costings

Documents

Estimates & Quotations

CustomerOrders

PurchaseOrders

TaskPlanning

Subcontractors

ProductionManagement

Everything is managed from a single point of reference.

Planability ETIJob Reference

RemoteAccess

KPI’s ManagementReports

Email reports & PDF’s From

Planability

The Planability ETI/job number is the same throughout

the life of the project, making it easy to find whatever you need.

Planability ETI – Managing Changes

A simple mechanism is used to record changes. These are filed in the appropriate folder and key personnel can automatically be notified.

Planability ETI – Managing Changes

All amendments are readily available for review – it’s all too easy to forget who made the request and what was agreed.

Planability ETI – Invoicing

Multi-stage invoicing may be defined in various ways. Planability ETI keeps an up-to-date record of amounts invoiced and outstanding. This is always ready to use when a client calls.

Multi-currency pricing and invoicing is available

Planability ETI – Invoicing and Cashflow

In Planability ETI, “Invoice” is defined as a critical stage in the life of a job. You are prompted to raise an invoice at the appropriate stage, improving cashflow. The figures can be used in forecasting. Using this mechanism, the relationship between ship/load dates and cash availability is clear.

Planability ETI – Key Performance Indicators

KPI’s are, typically, visual representations of critical data and are customised for each company and user. Examples might be :

- Which critical tasks are becoming overdue ?- What proportion of turnover comes from this market/customer ?- Which deliveries are in/late ?- How big is the sales pipeline ? - How many invoices are late for payment and by how much?

In Planability ETI, we can provide graphs, histograms, speedometers, on-screen reports, automatic notifications, etc.

The objective is to make information easy to understand and act on.

Planability KPI’s (Key Performance Indicators)

A Picture paints a thousand words…..

Planability ETI – Summary

Planability ETI is for make-to-order businesses.

Manage everything from first enquiry though to invoice.

Integrate existing spreadsheets and improve documents.

Provide the platform for controlled growth.

Installed and working on the same day.

Next Step : Arrange an internet demonstration

Planability ETI – Contacts

Rob Jennings Director

Switch : 0845 076 0069

Mobile : 07939 595 668

e : rob.jennings@planability.co.uk

w : www.planability.co.uk

Planability ETI

Enquiry To Invoice Systems

Key Benefits for

Make-To-OrderCompanies