Tracelink in 3 minutes
Overall, we tend to say that Tracelink helps to streamline production from the time the order comes in until the invoice is sent. But we actually span a little wider, as we also include CRM functions for the sales process leading up to the order and also have tools for post-calculation when the order has been invoiced.
Overall, we divide our functions into Production planning, Production management and Documentation, which in turn can be divided into different functional areas in the company, where we basically distinguish between:
- Stock and purchasing
- Production and logistics
- HR - Personnel
Of course, the functional areas may be grouped slightly differently in your particular company, depending on how you have organized yourself, but for the sake of simplicity, we use the division in this text, where we review Tracelink's use in each functional area in the company.
CRMBasically, every business starts with a sale. But sales rarely come out of the blue, so Tracelink offers a CRM module where you can manage the sales processes; file documentation and agreements, update sales budgets and maintain a calendar of follow-up activities across all cases.
DiscountsIn some cases, there may be a need to use very complex discount models in the offer and in that case, we have a discount module that can handle that challenge. Once the sale is in place, the sales department is probably over all mountains - except that they want to know that it will be delivered on time. For that purpose, we run with order status, so it is easy to follow how far the order has reached.
Stock and purchasing
These tasks are solved with Tracelink's warehouse management module.
FIFO/LIFOBased on the stock overview, it must of course be easy to make further purchases - from one of several possible suppliers. For that challenge, Tracelink offers a procurement module with supplier management, where, among other things, prices and delivery times can be maintained, just a module for stock management - with and without batch, with minimum stock and FIFO/LIFO principle, as well as stock forecast over 12 weeks based on a calculation based on current stock, expected receipt of dispatched purchase orders and delivery dates on registered sales. That way, the warehouse is always up-to-date and ready to handle any sales.
Receipt of goodsThe purchase orders make it easy to handle goods receipt and record location in the warehouse, so that it is easy for the employees in the production department to find the goods themselves afterwards.
TraceabilityFor the sake of further processing, the goods can also be registered with cost price, batch information (e.g. certificates, durability, etc.), which can be used in relation to traceability and compliance with special requirements from customers or authorities. If the received goods are equipped with barcodes, these can be scanned and the corresponding information saved on the goods.
In the first instance, a production order must be created in Tracelink. Often the order comes from another system via integration - e.g. the economic system e-conomic.
BOMs and routesWhen the order is set up in Tracelink, it can be done in many different ways depending on the nature of the production. Perhaps the production is about known goods, to which BOMs and routes through the production are attached. In that case, Tracelink offers the possibility to create "order templates", which can precisely unfold a production order with an associated bill of materials with an indication of the stock movement and a route description with an indication of the expected time consumption for employees and machines. This makes it possible to confirm that the required items are available and that there is free capacity in a resource calendar that enables a given delivery date.
The goods that are picked for the order can be registered - possibly via QR codes - with batch information, serial numbers and certificates, which can be decisive for traceability (e.g. in relation to EU norm 1090).
Quality ControlWhen the goods are consumed, it is possible to register control points, e.g. for a welding log or other quality control - and throughout production it is easy to photo document.
Time registrationIt is easy to record time on the resources used for processing. The time can be linked to specific tasks that represent the route or to types of activity on the order. As the various tasks attached to the order are completed, the order goes through automatic changes between different statuses towards completion of the order, so it is easy for everyone to see how far you have come.
ShippingOnce the order is complete, there is typically some shipping that needs to be handled. In Tracelink, we can help with the management of partial deliveries and associated packages/delivery notes.
HR - Personnel
Resource CalendarIn smaller organizations, HR and production management are often merged. Regardless, you will need to compare the order intake with the employees you have available. To that end, our resource calendar can create an overview of which resources you need - and when you need them, so you can avoid bottlenecks.
RightsYou decide for yourself whether all employees should have the same access to Tracelink. Via our rights module, you control what different employee groups are allowed to see - there may also be a need to distinguish between what they are allowed on a PC and what they are allowed on a phone. In this connection, various handbooks (safety, environment, quality, etc.) can be made available to employees via Tracelink. There may also be a need to manage hour registrations based on a number of different wage agreements/agreements; these agreements are set up and managed easily in Tracelink with wage types and rules for overtime.
Control PanelNo matter what challenges you solve with Tracelink, you have the option of setting up control panels that give you a quick overview of production. Hang a screen with a control panel in the lunch room, in the goods reception, in the assembly hall or wherever it is relevant and give everyone an opportunity to follow how things are going.
Custom reportsIn addition to all of the above, we have the option of making smaller, customized solutions for our customers. The most popular solutions are templates for preparing special reports. These may be reports for documentation of consumption of special goods in relation to tax, goods for export, shrinkage in connection with special products and much more.
Please contact us if you need more details.