If you are using Cabinet Vision or KCD Software you may import the cabinet list and optionally the parts list for tracking.
You may create and import a product list using Excel. Or if you use TracManager Estimating, the product list is automatically created when the estimate is converted into an order.
The product (or cabinet) list may be imported along with the material requirements directly from the Cabinet Vision Link.
Click on the W.I.P. to Ship tab (1) and check the checkbox (2) to enable the import. If you choose to import the CNC parts, the items are not individually listed on this screen.
Click Accept (3) to bring the job in.
The product (or cabinet) list may be imported along with the material requirements directly from the KCD Software Link.
Check the checkbox (1) to enable the import. KCD Software does not support importing the CNC parts.
Click Accept (2) to bring the job in.
You may also create a spreadsheet to import. To launch the import dialog, click the Excel ICON (1). Then click on the link “Click here to create an Excel Template” (2).
Once you have filled out the spreadsheet, you can import it using the same form, just browse to the spreadsheet and Begin Import.
You may create as many WIP stages as appropriate. Each WIP stage is assigned to a Stage Type. The types are:
Within each type, you may create multiple stage names. As the example shows, WIP (work in progress) stages from 1.CNC through 7.Custom are steps in the fabrication process. The list is sorted and the number forces the order we want on the status screen.
touchTrac may be used to move products to new stages. When the user logs in using there personal ID number, they are presented with menu choices. They may clock into a specific job, or they may use a scanner to clock in and move products into the stage associated with the activity they are beginning.
The user may also choose to view the WIP status (menu #2).
To move a stage, the user sets their activity, then scans the barcode of the product. They may scan a batch of products together.
When using touchTrac this way, you are capturing the labor time against the job and activity as well as moving the products to the new stage.
After scanning multiple items, you may choose to create and print a group label.
The group label represents everything that was scanned in the group. For example, you could scan items to a pallet and then wrap the pallet and stick the group label on the outside. Then when the group label is scanned to move to a new stage, all items in the group are moved.
A real-time WIP status display is available. To enable a stage to show up on the status board, be sure you check the checkbox.
As products are moved to new stages, the real-time status board display is updated.