MISys Manufacturing MRP and QuickBooks 2024 | QuickBooks Enterprise and MISys 2024 | All-In-One Demo

Summary

Highlights

• Discover how MISys and QuickBooks can operate almost as one unified system. 🤝
• Explore the depth of MISys integration, from production scheduling to inventory control. ⚒️
• Understand how this system reduces the burden of manual data entry and ensures accuracy. 📋
• Find out how companies can extend the life and capabilities of QuickBooks through MISys. 🚀
• Learn how MISys safeguards against inventory gaps and improves production efficiency. 📦

Key Takeaways

• MISys integrates flawlessly with QuickBooks, providing a robust manufacturing solution. 🎉
• The system offers superior inventory management and production scheduling tools. 📊
• MISys enhances the manufacturing process, complementing QuickBooks’ existing capabilities. 🔄
• The modular nature of MISys means you can choose the functionalities you need. 🛠️
• Forecasting tools in MISys address QuickBooks’ shortcomings in planning capabilities. 🔮

Overview

Chapters

• 00:00 - 01:00: Introduction and Overview The introduction begins with Raeann from Minding My Books, a QuickBooks consultant, who works with QuickBooks Online and QuickBooks Enterprise. She introduces the topic of discussion as five reasons why manufacturers choose MISys in conjunction with QuickBooks. Raeann is joined by Daryl from MISys Manufacturing, who is expected to elaborate more on MISys as a manufacturing solution.
• 01:00 - 04:00: MISys Manufacturing Integration with QuickBooks MISys Manufacturing is a specialized add-on designed to enhance the capabilities of QuickBooks for intensive manufacturing needs. It serves as an advanced extension for companies requiring more robust manufacturing functionalities without transitioning to a full-scale manufacturing ERP system, which could be significantly more expensive. The tool allows businesses to push QuickBooks to its limits in terms of manufacturing capabilities.
• 04:00 - 08:00: Operations and Inventory Management The chapter discusses the challenges associated with integrating third-party software applications with QuickBooks Online and Enterprise. Many third-party systems only transfer summary information, and their integration with QuickBooks is often considered an afterthought. The chapter specifically mentions MISys's software and its integration capabilities with QuickBooks, suggesting a deeper dive or demonstration into how it achieves this integration compared to others.
• 08:00 - 12:00: Cost Management and Production Tracking The chapter discusses the integration of MISys with QuickBooks for efficient cost management and production tracking. It highlights the seamless cooperation between the two systems, aiming to avoid the challenges of synchronization by ensuring that data does not have to be redundantly entered or reflected in multiple platforms. This integration facilitates streamlined operations, allowing users to input data into MISys, which then cooperatively works with QuickBooks. The included flowchart further illustrates the effective relationship between MISys and QuickBooks, emphasizing that the primary goal is to simplify the process and reduce redundancy in data management.
• 12:00 - 17:00: Forecasting and Planning This chapter discusses the integration of QuickBooks with the MISys system for improved forecasting and planning. The focus is on using QuickBooks to handle accounting functions (AR, AP, GL) while MISys complements it by providing additional capabilities. The goal is to use QuickBooks as an extension of existing systems, leveraging familiar functionalities while improving overall efficiency.
• 17:00 - 21:00: Advanced Features and Customization This chapter delves into the integration of sales systems with QuickBooks, emphasizing that all customer information and transactions such as orders and invoicing are centralized in QuickBooks. MISys effectively interfaces with QuickBooks, enabling real-time monitoring and responsiveness to sales activities. The chapter also highlights MISys’ capability to cater to various customer-facing needs through its compatibility with CRM systems, EDI, and e-commerce integrations.
• 21:00 - 25:00: Shop Floor Control and Barcoding This chapter discusses the integration of Shop Floor Control and Barcoding with QuickBooks through MISys. It highlights the seamless compatibility provided by using MISys alongside QuickBooks, allowing for a unified system experience. The integration maintains an open setup for sales solutions that are compatible with QuickBooks, thus offering the flexibility of choice while ensuring comprehensive system functionalities akin to a single, unified platform.
• 25:00 - 30:00: MISys EXT and Real-time Data Collection MISys handles the operational aspects of the business, including purchasing, production, inventory control, planning, scheduling, costing, and traceability. The system integrates with QuickBooks to view orders and past sales activities, streamlining operations and data collection.
• 30:00 - 37:00: Implementation and Support The chapter discusses the implementation of a system that leverages QuickBooks to enhance forecasting and sales projections. It highlights the capability of analyzing quotes in QuickBooks to drive projections and production recommendations, applicable to various manufacturing methodologies including make to order, make to stock, and make to forecast. The focus is on utilizing visibility into sales activities in QuickBooks to determine production needs.
• 37:00 - 40:30: Conclusion and Next Steps The chapter discusses the role of MISys in managing complex manufacturing operations with multi-level bills of materials. It highlights the functionality of MISys in identifying needs, calculating purchasing requirements, creating and sending purchase orders, receiving them timely, and tracking the entire production process. Further details are promised in the presentation. The key takeaway is the capabilities of MISys once a process is completed.

MISys Manufacturing MRP and QuickBooks 2024 | QuickBooks Enterprise and MISys 2024 | All-In-One Demo Transcription

• 00:00 - 00:30 Hi my name is Raeann with Minding My Books. I  am a QuickBooks consultant. What that means is   I work with QuickBooks Online and QuickBooks  Enterprise. Today I am talking with Daryl from   MISys Manufacturing. Hi Daryl. Yeah…thanks for  having me. Yes Thank you. We've put together five   reasons why manufacturers choose MISys with  QuickBooks Online or QuickBooks Enterprise.   First of all, to get started, Darryl can you tell  us a little bit about MISys as manufacturing?
• 00:30 - 01:00 Or what is MISys Manufacturing Yeah sure. We  are a deep manufacturing add-on specifically   built to work with QuickBooks. And we basically  represents, um, Uh the sort of last stop the the   furthest extent that you can take QuickBooks for  those companies that have some really intensive   manufacturing needs but maybe aren't quite ready  to spend six figures on a full manufacturing ERP.
• 01:00 - 01:30 You know a lot of these third party softwares  you they say they integrate in with QuickBooks   Online and Enterprise but what I've run across  is a lot of them just bring over the summary   information. Um so can you kind of explain and  demonstrate how MISys's software integrates with   QuickBooks? Absolutely So. You're correct There  are a lot of systems. Um, Their integration with   QuickBooks is a little bit of an afterthought  They've already kind of done everything in
• 01:30 - 02:00 their system And then they're just going to dump  what they've done into QuickBooks and um and call   it a day. MISys was developed specifically  to work alongside QuickBooks. And what that   means is that we've established a cooperative  integration with QuickBooks So up on the screen,   Is a flow chart that I think does a pretty  good job of explaining this relationship. The   number one theme of this integration is it we're  trying to avoid synchronization. We don't want to   do everything in our system and then try to have  to reflect the same information in two different
• 02:00 - 02:30 places instead. We're trying to treat QuickBooks  almost as an extension of our own system. And have   the more cooperative cooperatively together.  So, if you look at this flow chart what we're   basically doing here when MISys and QuickBooks are  working together. Is we're allowing QuickBooks to   do the things that it already does pretty well And  that most QuickBooks users are already going to be   pretty familiar with. That means a QuickBooks is  going to be number one the accounting system. So   AR a P G L lives completely in QuickBooks. Um, But  we're also going to allow QuickBooks to remain the
• 02:30 - 03:00 sales systems. All of your customers will live  only in QuickBooks. Customer orders are entered   only in QuickBooks. Invoicing happens only in  QuickBooks. And MISys is basically constantly   looking at QuickBooks. We're able to see  everything that's going on there. We're able to   respond to it. The other thing that that enables  is there are lots of MISys users that have needs   on the customer facing side, whether it's a CRM  system or EDI or e-commerce integrations. And by
• 03:00 - 03:30 leaving the sales side in QuickBooks it means that  any QuickBooks compatible solution on that side,   will therefore be fully compatible with MISys.  We leave that whole side completely open to you.   Well MISys. I kind of like to say to is it all  in one system. It kind of gives you everything   all in one. The big software companies do.  Exactly Yeah So yes it's a different program   than QuickBooks but the way the integration is set  up, it behaves like one kind of unified system.
• 03:30 - 04:00 So what MISys will actually handle is going to be  the operations side of the business. So MISys is   handles purchasing, production, inventory control  planning, scheduling, costing traceability If you   need that. And in practice what that looks like  is…if we start in the top right-hand corner of   this flow chart. When customers want to place  an order with you that order will be entered   in QuickBooks. And MISys can see that order. It  can also see things like past sales activity if
• 04:00 - 04:30 you want to do, you know, forecasting or sales  projections, it can see quotes If you want to   look at your quotes to drive projections.  And it can essentially make production   recommendations and. You know it doesn't matter  if you're a make to order custom manufacturer,   if you're make to stock or make the forecast.  All we're doing is taking a cue from QuickBooks   with visibility into the sales activity in  QuickBooks to figure out what needs to get made.
• 04:30 - 05:00 And, you know of course for those manufacturers a  little bit more complicated have multi-level bills   of materials MISys identifies needs across the  whole structure. And then we even calculate what   your purchasing needs are, help you create POS,  send the POS to your vendors, receive those POS   at the right time. And track the entire production  process. So we'll get into that over the course of   this uh of this presentation but, the biggest  thing here, is that once MISys has completed a
• 05:00 - 05:30 build of a finished good tracking everything  that it took to make it. We're going to hand   that finished good back to QuickBooks as a costed  finished good inventory item. So we're using that   inventory control where, uh in QuickBooks where  it's able to track the cost of each unit produced.   And then when you invoice in QuickBooks like you  normally would, you can see exactly how much money   you made by product, by customer, by order. Um, so  we're just leveraging the tools that are already
• 05:30 - 06:00 in QuickBooks. We're just tracking more details  on the production and purchasing side. And do you   also track the cost based on the the labor cost  and the overhead hours that you track too? Is that   able to go into the individual unit costs? So we  will track whatever costs and whatever variables   you want to capture. Now if you're a pretty simple  manufacturer and you don't have to track all that,   you don't have to in MISys. But, a lot lot of  our users have multiple stages of production and
• 06:00 - 06:30 they want to know exactly how much time and labor  they're spending on each stage what their overhead   is, variables like scrap or yield variations or  even changes to the bill of material. MISys as a   dedicated production system is able to capture  every possible thing that could happen between   when you start and when you finish a build. And  accurately cost that into what we're sending to   QuickBooks as a finished good. That's great. Not  many companies can do that as if any that I know   of right now So um that's a really great feature  to offer and to make customers who you know again
• 06:30 - 07:00 can't afford that really expensive software  feel like they get are getting an all-in-one   solution. That's exactly. That's the goal. This  top part of the flow chart is probably the most   important aspect, um because that deals with how  the costs are conveyed cleanly to QuickBooks, but   there are a couple of other important integration  points that just, uh kind of contribute to this   overall theme of keeping both MISys and QuickBooks  always on the same page. One of them just has to
• 07:00 - 07:30 do with paying your bills. So MISys will take  over purchasing because we have much deeper   purchasing functionality and it's integrated into  our planning system. But you still have to pay   your bills and QuickBooks and we never want there  to be any duplicate data entry at any point with   our set up with QuickBooks. So basically, when you  get a bill from a vendor, you're going to go to a   special screen in MISys where you can compare what  you're being billed with, what MISys will show you   is actually having received previously. Um make  sure it matches what you ordered and matches the
• 07:30 - 08:00 price you expected to pay. And once you confirm  that and hit a button MISys will instantly create   a bill to be paid in QuickBooks That way you're  still cutting your checks and paying your bills   and QuickBooks the way you already would be if  you're using QuickBooks now…So that kind of keeps   a bookkeeping function in QuickBooks which is very  nice but you're still keeping…You functioning.   Exactly It's sort of that same theme of cleanly  dividing labor so that the accounting is still   happening in QuickBooks, but uh purchasing being  integral to the manufacturing operations. getting
• 08:00 - 08:30 material in at the right times, we're handling  that. It's just a clean handoff. And. That's sort   of along the same lines, the last integration  point here is the general ledger. So all of the   stuff that MISys is doing, the labor that's being  applied and production process if you do that,   tracking the value of inventory, whether that's  in stock or in work in process. All of these   little activities that MISys is able to track.  They all affect financials. So when a new MISys
• 08:30 - 09:00 is customers getting set up, we're going to help  them, Um, map out what accounts they want to have   affected in their GL in QuickBooks. Uh by all of  the conceivable things that MISys's doing and it   is very configurable We will help you do that. Um,  that way once you start running with MISys, every   transaction that you do in MISys produces the  appropriate credits and debits. We do keep it in a   sub-ledger because a lot of times accountants want  to review everything before it flows into their   GL. Um, but whenever you want usually once a day  you hit a button MISys will upload all of those
• 09:00 - 09:30 credits and debits to the QuickBooks GL so that  your financials in QuickBooks are able to reflect   what both systems are doing. And there's always a  full cross-reference. So if you see any entry in   your GL there's going to be a memo field pointing  to exactly where that came from in MISys so you   can uh look into it If you need. And then um, as  far as the inventory, so the raw materials reside   within MISys so then that that way um again only  the finished goods. For into QuickBooks. Exactly
• 09:30 - 10:00 And…so one of the interesting things there is a  lot of times by the time the companies come to us,   Um, their QuickBooks database is a  little bit full to put it lightly.   Um, so one of the benefits that MISys offers is  to offload a lot of the heavy lifting and a lot   of the transaction heavy stuff that has to be done  in QuickBooks if you're, if you're running it all   by itself. Um which can extend the useful life of  QuickBooks, improve performance, et cetera because
• 10:00 - 10:30 you're getting all of that all of that transaction  heavy processing out of QuickBooks and bringing it   into MISys which sits on a industrial strength  Microsoft SQL database and can handle whatever   you throw at it. All right. So really what what  would have to happen is just to get your inventory   Um, in an Excel spreadsheet or CSV file and then  you'd be able to work with it to import it in.   We can import anything you want from Excel or any  Excel compatible format. But, um, because we were
• 10:30 - 11:00 designed for QuickBooks users we also have the  ability to directly pull from QuickBooks. Just   to ease your setup so we can directly import  uh vendors because we do purchasing, items,   even bills of material. If you have good bill's  of material and QuickBooks, MISys can pull that   straight out automatically and save you a little  bit of time. That's great! I did not know that   because in QuickBooks you can't bring in your bill  of materials through Enterprise. So um that is a
• 11:00 - 11:30 really that would be a really great time saver  for anyone. Yeah. Oh yeah Obviously those of you,   um, QuickBooks Online you're not going to have  bills of material but…in QuickBooks Desktop,   Premier or Enterprise. Um, we can pull those  bills and material directly in as part of an   initial import which. You know there's going to be  more you'll probably want to set up in MISys after   that but the heavy the the, the intensive setup  stuff we can do automatically if you've had if   you have good data in QuickBooks of course.  That's great. Hey Daryl can you show us some
• 11:30 - 12:00 examples of the QuickBooks actually flowing  in or actually MISys flowing into QuickBooks.   Sure things So. Goin to switch over to MISys  itself. And if we think about that first part   of the integration which is, uh kind of two parts  it's reading and responding to sales activity and   tell you kind of what you need to do. And then  it's once production is done, pushing it back.   So when we talk about responding to QuickBooks,  there's a bunch of ways that you can do it And
• 12:00 - 12:30 we'll we'll talk about some, um some more  specific examples in the later sections of   this presentation. Um, but even just something as  simple as " What's sales orders do I need to worry   about that haven't already been scheduled? This  would apply mostly to make to order manufacturers   if you're more made to stock there are other  ways of going about this, but you can actually   see MISys connecting to QuickBooks and what it's  done is identified any new customer orders that   haven't already been scheduled in production.  And even when we talk about this we are,
• 12:30 - 13:00 we are looking at QuickBooks records here. We can  see a customer order for a particular item. And   you can even see this little drill hovering here.  Now I have QuickBooks open. Um MISys is capable of   integrating with QuickBooks in the background if  you're not logged into QuickBooks or if you have   somebody who you don't want to be logged into  QuickBooks but who needs the integration…But   because QuickBooks is open, if I hit my drill  down tool. Which exists throughout MISys and
• 13:00 - 13:30 you can drill down to anything you want,  but it also works going into QuickBooks.   That instantly bumps me over to the corresponding  QuickBooks sales order so I can see it. This is   the nature of the integration. This allows,  uh the two systems almost to act as one…And   I can schedule production directly  from there. I just need to choose a,   an inventory location MISys has unlimited  inventory locations built in. If I generate   a new order here MISys will automatically  populate it with my bill of material…And
• 13:30 - 14:00 in other sections we'll go into detail about  all the stuff that you can track during the   production process, but for now I'm going to keep  it super simple and skip to the end. I'm going to   complete this build. So I will complete all 20  units here…And now that I'm done, I want to give   that to QuickBooks. So I'm simply going to hit my  transfer to sales button…I'll take all 20 units   that I've built. And if we look at QuickBooks  right now…And literally just look at that item
• 14:00 - 14:30 in our item list in QuickBooks we have none on  hand and QuickBooks. We just finished making it.   So I'm going to kick that right over to  QuickBooks. And instantly if we watch that zero.   It instantly becomes 20. And not only that. But  if we look at our average cost that's $60 and 62   cents a straight from MISys based on tracking all  of the material labor and overhead that went into   that build. Right And now we can sell it like we  normally would. I can even…drill right back down
• 14:30 - 15:00 to that original, uh sales order from here…And  hit the invoice button and out the door it   goes…That is seamless. That's what we're  going for…Now, um, on the purchasing side.   That was the second integration point in  the flow chart. We receive a purchase order.   So I'm just going to. You'll notice that the uh  the workflows are all visual here in MISys It's
• 15:00 - 15:30 just like you'd typically see in QuickBooks.  If I wanted to quickly receive a purchase   order here. Like I've got five spools of wire  that I need to bring in. I'll just check that   in…And eventually I'm going to get a bill for  that. Usually a couple of days later maybe. When   I get that bill I'm simply going to choose the  same PO. Double check that the quantity and the   amount I'm being billed for matches what I should  be paying I can adjust it here if I need to…I
• 15:30 - 16:00 will just put in a random invoice number here  and I'll hit invoice checked. And instantly   again it's going to pass it over to QuickBooks.  And if we were to look at our latest bill here,   we're going to see that same one, Rihanna one one  coming right over. Now the item itself doesn't   need to exist in QuickBooks. The only items  that you need to have in your QuickBooks item   list are um the items you actually sell…So  MISys has giving us a memo field describing
• 16:00 - 16:30 exactly what it is that we're paying for line  by line. All instantly created in QuickBooks.   So it's not even in summary it's it's each line  item. Yep You will see each line item you're   paying for straight from MISys, even whether  or not the items ever existed in QuickBooks…Now   last but not least when we do these kinds of  activities, it's generating credits and debits   here in MISys. So I can even look at that  manufacturing. And see it's history and see
• 16:30 - 17:00 all of the, um material labor and overhead that  the system's using in order to build this thing.   And of course you know just looking at the  inventory we can see that okay In order   to do this assembly we consumed all of these  materials. We, uh added this finished Good…And   we can even see the credit and debit accounts that  are being affected by all of those transactions.   So for example, 1320 is my inventory asset  account. And putting that finished good in
• 17:00 - 17:30 is debiting that for $1,212 and 40 cents.  So, if we look at just that specific entry,   this has not yet been posted to the GL like  I said it's normally done day by day. So if   I'm the accountant and it's the end of the day I'm  about to go home which is usually when we do this.   We simply had it We simply hit the post  button in our accounting section period end.
• 17:30 - 18:00 And MISys will take, It'll always offer to create  a backup, It'll take all the unposted credits and   debits push them over to QuickBooks with the full  cross-reference. It's simultaneously taking a cool   inventory snapshot. So if you do this every day  you have an inventory time machine to look back at   what you had at any point in time. Uh that was a  common request from our customers that we put in.   But now if we were to go into QuickBooks,  look it over our chart of accounts and   maybe just run a little quick report  on that 1320 inventory account…And
• 18:00 - 18:30 I'm going to sort this to just today.  We're going to be able to see somewhere   in here that 12, 12 40. That we  did. We can see it right there.   And what we're actually able to see is not only  when we added that to our inventory asset when   we transferred it. But also the handoff where we  transfer that out of MISys and into QuickBooks. So   line by line we've got it and every transaction  has this memo field deal detailing exactly what
• 18:30 - 19:00 we did. So this makes your accountant happy. Yeah  it should the account will see, you know eat. When   these when these credits and debits start flowing  in, the accountant can see exactly why they all   existed. So these little numbers here point to  where you can find the transaction details and   MISys or the purchase order it's related to. Um,  so your account will see it And by the way if uh,   if you're generating a lot of activity some  accountants don't want all of this detail.
• 19:00 - 19:30 We allow you to set how much detail you want  to post You can summarize by date by account.   Um, just to minimize the amount of stuff floating  into QuickBooks once you're comfortable that   everything's going where it should. Can you  show us how it works with QuickBooks Online?   Sure So it's actually the exact same setup I  don't even have to switch flow charts All of   the integration points are the same. And if I  want it to I've just logged into my…QuickBooks   Online copy right here. And I'm just going to  go down to my settings. And tell MISys point
• 19:30 - 20:00 to QuickBooks Online instead. So that's nice and  easy. I'll just pull down to QuickBooks Online.   And…all of my settings should carry over. And then  I'm just going to say connect to QuickBooks…And   this little kind of certificate pops up. We've  successfully connected I'll close the window…And   I think I just have a different AP account that we  use in QuickBooks Online So I'm going to fix that.
• 20:00 - 20:30 So now the integration is enabled for QuickBooks  Online. And I can do the exact same thing. I can   hit that process sales orders function and  MISys is going to find any of my open orders   and QuickBooks Online I might need to go back a  bit. And keep in mind with QuickBooks Online they   don't have the sales order form. So how does  that work within MISys how do you, um, Good   question Yeah. So, um, so if we go down into our  sales area, QuickBooks Online correct does not
• 20:30 - 21:00 have, uh, anything called sales orders but what  they do have are similar to QuickBooks desktop   they have sales receipts, which MISys is able  to see in both Online and Desktop. But they also   have estimates. And the interesting thing  about estimates within QuickBooks Online,   Is that all estimates have a little status.  So I'm going to create a new estimate here   in QuickBooks Online…So I'll choose a  customer. I'll choose a ship date…I'll
• 21:00 - 21:30 choose an item that they want to purchase, maybe  we want 500 units of these special desk lamps   that I sell…And up here is the key. So right now  this is defaulting to a pending estimate. That's   like a quote, but if the customer has already  accepted it, we just move this Uh, to be accepted.   And if I save it this is SOS. 0 7 3, 1…And when  I go to my process, Uh sales order screen here in
• 21:30 - 22:00 MISys. It's going to be able to identify it right  there. Same drill down capabilities. Just like   the regular old…So really this is being treated  kind of like a sales order. Exactly. Once it's   accepted, we consider that to be the equivalent  of a sales order. So that way Um, you have that   order entry capability right in QuickBooks Online  fully compatible with MISys. And from here on end   it's the exact same integration points in all the  ways we already showed you with desktop it works
• 22:00 - 22:30 the exact same way. That's great. So both, so  whoever if you prefer desktop you're fine there,   if you prefer Online then, then it reacts the same  way or it gives you the same information. Anything   different at all between the two then except for  the estimate. No that is. Literally…everything   else is completely identical. Um I suppose Intuit.  Is owed a lot of credit there um, because they   gave us a lot of the same capabilities to do  what we do with boast both Online and desktop.
• 22:30 - 23:00 Um, so when somebody asks us what should  we get we just say whatever you prefer…And   it's great. Honestly I would say that your third  party manufacturing software is the very best that   I've seen as far as the seamless integration what  it can do. It's incredible. We've been doing it   for uh, for 40 years even before QuickBooks  was around Um so we've had a little bit of   time to…perfect the uh, the seamlessness of best  we can. That's great. So a lot of my…customers
• 23:00 - 23:30 call me who use QuickBooks and your QuickBooks  Enterprise, they always ask me about a forecasting   solution. Um, One thing about QuickBooks is that  it's great at looking at historical information,   but they do absolutely nothing for any kind of  forecasting. And a lot of manufacturers need   that. When I get a call from a potential  client or someone who's looking to expand
• 23:30 - 24:00 software, and they ask about forecasting  that's instantly when I think of MISys.   So can you kind of explain and and, and show us  how your forecasting works within your software.   Sure. I mean, I've had that conversation a  few times. Um, and it's interesting I mean,   it's it's beyond just forecasting. There really  aren't any particularly useful planning tools in
• 24:00 - 24:30 QuickBooks. I've heard a lot of people talk about  where " We've got a ton of things that we need to   build And in order to figure out whether or not we  have enough inventory if we want to in QuickBooks,   We literally have to pretend we've already built  weeks worth of production just to see what happens   to our inventory after all of that," And of  course, that's not a great situation because   now you've, you've potentially you're going  negative on inventory The system won't even   let you build it. Um you've pretended to build  a lot of things that you haven't even built yet.   MISys has a lot more natural approach to planning.  And for this I'm going to focus specifically on a
• 24:30 - 25:00 tool called material requirements planning. Now  I've got a uh sort of visual workflow here that   I think does a pretty good job of explaining  this. But the one thing I say to everybody   is, You know most people who I'm showing this  to are already doing everything I'm about to   describe the only differences is you're grabbing  all of this data from QuickBooks and you're   putting it into a spreadsheet or you're doing  it in your head. Whereas MISyss is completely
• 25:00 - 25:30 automatically and instantaneously. So what  we're doing is creating something called a   master production schedule. That's like a central  planning interface where all the variables come   together automatically. It's going to be. Starting  with everything you have in stock right now, MISys   is all about maintaining constantly accurate up  to the second inventory for exactly what you have   for raw materials, sub assembly, work in process,  finished goods, everything you've got right now   combined with everything that's scheduled.  What purchase orders are due to come in, when,
• 25:30 - 26:00 what production is scheduled, what are you going  to be using, what are you going to be making? And   what are your sales orders in QuickBooks What do  you need to ship out? What are the ship dates?   MISys also knows your calendar. We know what  days you're open, what days your closed, where   your holidays are, how many hours you're working  per day. We even allow you to bring in a sales   forecast which we'll talk about. So, um, you know,  we say forecasting we are looking beyond just   the orders that happen to be on hand and we're  trying to anticipate what orders we might see.
• 26:00 - 26:30 Um, and so there are a lot of cool tools for  creating forecasts which we'll talk about…But   once that's all together MISys can figure  out what's missing and make a series of   recommendations for what you need to be buying and  when and what you need to be making and when, and   then we'll help you automatically generate those  orders and build your schedule, uh very seamlessly   and easily. So, again that is. If I had to put…a  point one particular feature in MISys that that   that leads to, um, more people kind of choosing  the system over others. It would be this one.
• 26:30 - 27:00 I can attest to that. Yeah. And this one's really  hard to do without the right tools. I'm going to   create uh master production schedule. We're just  going to call this MPS for short. And to give you   an idea. Here's my QuickBooks Here's my customer  area in QuickBooks. I have shipping between we're   on February 3rd right now, between February 6th  and the end of April. I have nearly $800,000
• 27:00 - 27:30 worth of open orders. And, um, I am a a. Uh, not  a typical example because against all of those   orders, I literally have next to nothing going on.  Just a few different production runs scheduled. So   I'm looking for something, Um, to help us avoid  some of these uh situations here…So I am going to   fire this up. I'm also going to tell the system  to maintain my safety stock levels at all times.
• 27:30 - 28:00 That way uh we're always maintaining a little bit  of extra inventory. You don't have to literally   run down to nothing. The system maintains your  cushions for you…And when I fire this up MISys   you'll see it connecting to QuickBooks. It's  going to scroll through a few hundred orders   in QuickBooks. Look at their ship dates figure  out what's going out the door. And what it's   actually doing is working backwards from those  ship dates to figure out what needs to happen…So
• 28:00 - 28:30 then I'm going to go over to my summary tab and  right off the bat, I can see what's going to be   going on. In this case, over the next few months  you can go as far into the future as you want with   this planning tool…The lower half of the screen is  listing every single inventory item of any kind.   That's going to have something  happen to it. And of course,   you know as you'd assume. Items you see on  the top in red represent your trouble spots.   So here for example, is one of my finished goods.  And I can see that well, I'm doing fine right now
• 28:30 - 29:00 I am well above my safety stock level in inventory  right now but…I don't know what is happening on   February 9th but we're taking a pretty steep drop  at that point. And why is that happening. Well,   It looks like we have a very large  sales order here going out and again,   QuickBooks integration so if we need to check out  that sales order in more detail for any reason…We   can just hit our drill down tool and  we're instantly looking at it. It's a
• 29:00 - 29:30 5,000 units. I can reschedule that now if I  need to if I think that's going to present   an issue but, I don't think it will…So I'm  able to see these kinds of future shortages.   Now that's an example of me selling a lot  of stuff and identifying that I need more.   Now I do want to talk about another  particular example though…Where…Here   we have a situation where a particular item  This is one of my components my raw materials
• 29:30 - 30:00 that I use. Well in this case, I'm showing that I  have production scheduled where I need a bunch of   this stuff. And a purchase order coming in later  that'll take care of it. So I don't need to order   more. I have a timing issue. And this is something  that only this tool can spot. A system that warns   you when you're running low on something will not  be able to tell you "Hey. In a couple of weeks,
• 30:00 - 30:30 you're going to have a gap in your inventory."  And this happens all the time because this is   exactly what you would see if you placed a big PO  for a part. And it I'm sure it never happens for   anybody but your vendor ends up being delayed. And  they say they can't deliver something anymore. In   a. In a week. But it's coming in. You know two  weeks late. Well when that happens…You've got   a gap and of course MISys will tell you the  ramifications of that so that you have the   opportunity to drill down to that work order.  Reschedule that for March 3rd in this case…And
• 30:30 - 31:00 that way you don't go you know day before day  of production and realized oh no we don't have   the stuff that we need we were supposed to get it  all It's because the vendor delayed it. And now   we need to scramble to reschedule production No.  My MISys allows you to make all of the necessary   adjustments. And if that requires delaying a  customer order or anything like that, we give you   ample time to do that. Incidentally, just along  that line, on our dashboard MISys has a series
• 31:00 - 31:30 of customizable dashboard alerts. There we go. We  no longer have our gap by the way. And one of the   things you can do with these alerts is generate  automatic emails. So along those lines, what a lot   of our customers are doing these days is creating  alerts go off. A week or two in advance of an   expected delivery And having that generate an  email directly to the vendor automatically saying,   Hey we're showing the following items are due  to be delivered in two weeks Can you please   confirm that still on schedule so that there is  going to be an issue, they can get it updated in
• 31:30 - 32:00 the system well in advance. Make the necessary  adjustments like we did…So this is just. This is   saving on so much extra work that most companies  have to do to get this information. Yeah I mean…I   come from personally a background in  bakery manufacturing, and we bought MISys,   um, years and years and years ago. I'm not going  to say how many. Because we had a similar incident   to what just happened there. We had to reschedule  production for some reason, but the spreadsheet I
• 32:00 - 32:30 was using didn't account for the fact that,  you know all we're bumping up production,   we haven't brought in a delivery date on a key  piece of packaging that we needed. So bakery   manufacturing you're making $10,000 of muffins  per run. And if you have nothing to package it   and it just goes straight to the dumpster So we  literally threw away $10,000 worth of product.   All because we didn't have a system able to  identify a gap like that. So this became,
• 32:30 - 33:00 um, sort of the eyes in the back of my head as  a planner. Uh to make sure that we always had   what we need when we needed it And if there was  going to be an issue, we could see it coming…What   I also see with a lot of businesses is they will  have one or two people that know everything that's   going on, but if something happens with them…Then  you're in a lot of trouble. So, yeah You don't
• 33:00 - 33:30 want to leave it up to to you know human error  right The guy or gal who builds, who builds the   super complicated spreadsheet that they need to  oversee all of this stuff. And not get sick. They   can't take a day off. Because nobody else can run  things. At least this way you're centralizing the   data. You're automating that and hopefully freeing  up that person to do more useful things. They can   at least take a vacation once or twice a year.  There you go…Um, the other stuff here again we've
• 33:30 - 34:00 got a lot of things that we need to build. And  this is where it gets particularly cool because   sure we can see that there's a shortage here and  maybe we want to manually click here and tell the   system what we want to make. But we can use some  easy buttons. We can say you know what MISys,   I can see there's a shortage, you can see there's  a shortage, why don't you figure out how to get   rid of that? The system will take care of  that automatically. But here's the thing.   We're manufacturers. There are potentially we  know there's going to be raw materials that we   need. There could be sub-assemblies and sub sub  assemblies going out into, you know, 10 12 even
• 34:00 - 34:30 16 layers deep…So we actually just lost ground.  We, we started off with only a few shortages,   now we have even more because we don't make the  stuff out of thin air. But next to the resolve   shortage button we have the resolve all shortages  button. And the system will go through the entire   bill of material structure and automatically  figure out what we need at each level underneath.   And not only that but it's also understanding  lead times. So if it knows what date you need
• 34:30 - 35:00 to ship a product, it'll figure out how many days  it takes to make it. It will figure out what else   you need to do, what else you need to buy, and how  long it takes to get that in from your vendors,   how long it takes to make sub assemblies. So  it's literally working backwards understanding   that lead time. So when it comes up with  a plan it's actually a realistic. Um and   everything's working in concert. We're not  pretending that you can build a sub-assembly   um in a day when it might take you five  days to complete that run. I went out
• 35:00 - 35:30 pretending you can get a part in in a day when you  realistically might take you two or three weeks.   Wow…Um 16 subassemblies deep Is that  right? Or…That's a maximum level I   think a jumbo jet goes like 12 levels deep.  So hopefully that's enough for folks. Yeah.   Um, And of course. That's incredilbe that it  can read all the sub-assemblies also though.   Yeah. Again it's odd It's completely automatic.  A lot of people see this and they go " There's
• 35:30 - 36:00 so much data here, how could we ever set this up  ?" To be clear the only data that has been set   up in my system that allows me to do this stuff,  is accurate bills material, accurate inventory,   which MISys this is all geared around tracking,  and lead times. How many days does it take you to   get stuff from your vendors? How long does  it take you to make stuff? So you set that   up and the system can do all of this stuff  And when it comes to lead times by the way,   it can track actual lead times too So it tracks  your vendor performance automatically. It'll tell
• 36:00 - 36:30 you that hey this vendor, you know you might be  planning on seven days but the vendor is taking   an average of 10 days sometimes up to 21 days.  So maybe want to plan on a longer lead time…Um   and it can leverage that information going  the opposite way too because you know sure   In this case we're working backwards  from all of our ship dates but what if   a customer calls and says "Hey, we want to  place this obscenely large order with you.   How soon can you get it for us ?" Well using  that same exact information the system can
• 36:30 - 37:00 go okay well do we have that now, no we don't.  We're going to have to make it. How long does   it take to make it? Do we have enough stuff to  make it? No we don't. We need to buy parts. We   need to build sub-assemblies. So using all of  that same information it'll project forward…And   uh in another section you'll see all of the  data that goes underneath this particular   product in terms of manufacturing process  information and capacities which it's even   taking into account for those that want to go  that detailed. It's completely optional…But   when it's done it'll tell me All right That's  March 13th. that's more than a month away because
• 37:00 - 37:30 of all of the things we need to set up and,  if you want to be safe tell the customer March   20th give yourself a little cushion…Wow.  Those analytics are incredible. Yeah…And,   um, you had originally asked about forecasting  and of course in this case we're only looking   at actual orders. But MISys has, um, yes this  would be the crystal ball option. If we you use   the workflow where we're using a future what if,  we can do our normal planning. But we have the
• 37:30 - 38:00 ability to introduce a what if scenario call  it a we'll call this Raeann's forecast…And   a forecast can be something as simple as you  saying I think that we need to sell this many   of this item out of this location on this date.  That's a forecast. It's just very manual…We   can also import anything from Excel…So  MISys can import anything from an Excel   or any Excel compatible format.  You can see all the options there.
• 38:00 - 38:30 But probably most useful, we give you the another  one of those easy buttons. Where we can look at   your sales history in QuickBooks. So if you were  to transition from QuickBooks alone to MISys   tomorrow all that sales history that's sitting in  QuickBooks is available to my MISys on day one…So   we can look at invoices, we can look at estimates  and quotes. If you want to look at it if you're   more made to order and you want to say okay what  if some of these quotes convert what happens then?   We can look at sales receipts as well. I'm going  to stick with invoices and I'm going to say well,
• 38:30 - 39:00 let's look at Q2 of last year. So let's look  at um, I'm gonna look at April 1st, 2022   until June 30th, again of 2022…I want to look at  everything you can filter down to just certain   items or product lines. You can use all sorts of  filters to target this list but I don't sell that   much so I'm going to look at everything. I'm also  going to pretend that my business is growing by
• 39:00 - 39:30 leaps and bounds. I'm going to double the volume  that I sold last year and projected for this year.   And of course because we're projecting  one year ago, I just need to offset it.   And MISys's going to automatically build a  forecast based on all of my sales activity   from last year Q2 so that I can plan on it  for this year Q2. So if I save that forecast,   I can pop it right into this overall plan.  There's Raeann's forecast, we'll post it
• 39:30 - 40:00 in…And now the system's literally going  to show us how that projection affects   us…And we can do the same thing resolve  all of our shortages. And now when we   go through and actually start creating  purchase orders or scheduling production,   It's going to cover, not just our current orders  but all the ones we anticipate coming into…That's   a great feature. I've had a couple of,  um, people who have, um, integrated with   their QuickBooks Enterprise with MISys and I  asked what was the most important feature that
• 40:00 - 40:30 you liked And they said we really like the  what if. They said you really need to know,   Um you know, if I do it this way You know, Um  how many more man hours does that take and just   um, you know just all of that. And…part of it  is. Um we've been doing this for a long time,   but it's it's become more and more important  lately because projecting a longterm needs   has become more important just due to the way the  supply chain works now. Um, You need to stake your
• 40:30 - 41:00 claim to stuff pretty far in advance. We used to  sell this tool as a way of minimizing the amount   of inventory that you're holding onto and it's  great for that because it tells you exactly what   you need and when. But in a scenario where you  have limited supply of something, and it becomes   available and you need to jump on it because  you don't know when it might be available again.   Then using a forecasting tool like this allows you  to understand okay well, over the next six months   over the next year how much am I going to need  for that? Um, And that way you know exactly how
• 41:00 - 41:30 much you should get because I can't tell you how  many people I've spoken with who are saying " We   have hundreds of thousands of dollars or more of  excess inventory because it became available and   we just bought what we could and then didn't  realize that oh, we don't use that much or we   weren't going to need that much ." Um, And this  gives you a much more educated guess uh and a   much better projection. Another thing it can  do…Is it's coming up with the numbers We don't
• 41:30 - 42:00 have to create purchase orders for this stuff  right now. So we actually have some customers   that will use this to make projections and then  they will send forecasts to their vendors and say,   We're not ordering this now. But these are the  volumes that we anticipate so that their vendors   can have things ready for them. Um it helps their  vendors. And it helps them kind of get their foot   in the door for any stock that they might need in  the future So…there is so much that you can do.   Um, With a planning…So the vendor can actually  forecast also. To make sure that they get those
• 42:00 - 42:30 products. Exactly Exactly I mean. You know,  If you're just using QuickBooks to plan.   There tends to be a lot of last minute oh-oh's.  And then you call your vendors and you're putting   your vendors on their heels trying to get things  to you. Um, if you know what you need longterm,   and you can share that with your vendors,  then it's smooth as it smooths out so much.   And it helps everybody and hopefully improves  your relationship with your vendors…Exactly.
• 42:30 - 43:00 Now. All of this is just planning…until we  pull the trigger. So we can do any kind of   analysis we want. MISys even has a handy  little cash commitment summary so we can   project how much money you're going to spend  if you did want to go ahead with this forecast.   But I'm going to hit the button and that allows  us to start creating the orders that we need.   Now the planning is done. The first question is  going to ask is do you want to create purchase   orders right now. Maybe you don't. Maybe you're  doing this to set up a production schedule…But   I'm going to say yes. And notice we're not getting  a report. MISys doesn't want you to look over
• 43:00 - 43:30 numbers manually and then try to create your POS  by hand. We are literally going to present to you   what you need to buy in one. So we look at this  particular item. This is a blue wire nut. I use   this to make lots and lots of different products.  And here the system's telling me I need a total   of 20,269. That represents the total quantity  of this one item that I need across the board.   Already rolled up. So. Those customers that, you  know, make a lot of volume that have common parts
• 43:30 - 44:00 across many of the items that they build. This is  huge because now you're not ordering. Things order   by order as well We need this much for this order  and then you go to the next oh we need more We got   to go back. It's all totaled up here. That's also  understanding that we don't just need this Now we   need it. Over the course of the next several  weeks So on the lower half of the screen it's   literally breaking down Okay I need. Um, 3,600 by  February 8th which means we need to order it by
• 44:00 - 44:30 January 27th and we need another thousand  by the ninth et cetera. And as a purchaser,   I'm not going to make my vendor I drive out here  on the eighth and the ninth and the 10th and the   13th. I'm probably going to say all right. Let  me get enough for February. Buy that altogether.   And which vendor do we want to use? We've got two  qualified vendors here each with their own unique   product codes Different units may be different  lead times. And I'm going to either create a new   PO or add it onto an existing one. So this is  fantastic if you do blanket orders or contract
• 44:30 - 45:00 buys and you just want to add releases when you  need more, um you can just add onto your blanket   order right here or. I'm going to create a new  one. And 91 81 is a little bit of an odd number.   I have to order this in multiples of full  pallets of a thousand So the system will do   that. We even get into price breaks. You can set  up a minimum minimum order quantity on certain   items if you have one from your vendor. Um, all  of which can be incorporated into the system.   And if you're ignoring your lead time like I  am, it's just giving me a heads up that Hey.
• 45:00 - 45:30 January 27th was a few days ago. In fact it's  been giving me error messages this whole time   about my lead time. Um, it will always watch  your back and make sure you don't place an   order without at least telling you that you might  be rushing the vendor a little bit on this one…So   it really makes it hard for people to make  mistakes. Yes. Yeah that's the idea…Uh you don't   you don't want to send out a PO not realizing that  you're asking for it sooner than your vendor can
• 45:30 - 46:00 deliver because sometimes it'll take a day or two  or not at all for your vendor to say wait a minute   we can't do that…And there is a buy all button.  You know you typically wouldn't do this for six   months worth of purchasing but you can use it for  targeted lists. You can get all the items or item   types from a particular vendor and hit buy all  and create one giant order. Bunch of tools that   you have here to interactively create your POS to  address your needs. And this is plugged directly   into what you need for production So. for the  purchaser, there's no more guesswork, there's
• 46:00 - 46:30 no more manual calculations, no more pouring over  spreadsheets. Once you've done your planning and   incorporated everything you want. This is the  shopping list that'll keep production fed…I'm   going to leave here. Of course the flip  side of the coin is the system is going   to ask me about scheduling production. So  just like you did with purchasing. It's   going to give me a list of everything that  I need to make. Not just our finished goods,   but also sub-assemblies. And when it comes to  sub-assemblies if we've got common sub-assemblies
• 46:30 - 47:00 used to make lots of lots of different things,  just like we did grouping purchase orders   together, we can group sub assembly requirements  together. This is huge for production managers   because if you have a better awareness of your  overall needs of a particular part or sub assembly   that you need to make. So we need this many this  week this many next week. Why wouldn't you just   do a single efficient production run and knock out  your requirements for the next few weeks. Rather
• 47:00 - 47:30 than having to keep revisiting it and keep those  changeovers going on the lines and all of that…Now   in this case. Uh I can either hit  build all I could build individual   ones. But it's just like purchasing  and you're zapping requirements live…So   again everything's automated. Exactly right. So  we've talked about the material planning. Um, but   what do you do with the production schedules? So  how does that work? Yeah. I mean, if you're in
• 47:30 - 48:00 production the schedule is not something that  you set and forget. It's constantly in flux.   And a lot of companies have very limited. Um,  Capacities that they're constantly juggling.   The uh, there are plenty of companies that get,  that are in the fortunate position of getting   more orders than they have time to deal with…Now.  Not only does MISys allow you to schedule bills   independent of when the orders are shipping. So  you know, if you have time and you want to get to
• 48:00 - 48:30 an order that doesn't have to ship for a couple  of weeks right now. MISys allows you to do that   because if we look at our production schedule  here, and we're building all of this. Right   here It's all visual We can even drag things  around just by dragging and dropping to adjust   it…But. For some manufacturers those that want  it. There's a little bit more happening underneath   each one of these bars. Now building this R  50 item for me that you see I have stacked up
• 48:30 - 49:00 quite a bit here. Involves using machines people  resources that are finite in their capacity…So   we can go to a slightly different view here  called the shop operations view. And this is   part of the MISys shop floor control module.  This is completely optional. So for anyone who   doesn't need to go to this level don't worry  about it. But if capacity is an issue for you.   What we're able to do here I'm going to  look between now and the end of March.   We can go into a schedule that actually  looks at each step in the production process.
• 49:00 - 49:30 And how it lines up. Now to give you a  sense of what we're looking at here I   have five different orders that are basically  using the same exact resources at the same   exact times. So everything is bright  red indicating there's a conflict…So   when you see these conflicts there's a few  different things you can do. You can simply   drag and drop and say all right well I'll just  do this order a little bit later or better yet
• 49:30 - 50:00 a little bit earlier…The fifth happens to be a  weekend so maybe we'll start this afternoon…And   we can get that done and notice it turns  yellow because it's no longer in conflict.   That's easy enough but, um, obviously most  of our customers have potentially hundreds   of open orders at any given time all jockeying  for position with finite resources. So we give   you a lot more within this interface. Number one.  If you have multiple machines capable of doing the
• 50:00 - 50:30 same thing or multiple areas where you can do an  individual step. The system has some substitution   logic. So if I know that I need to get this  drilling process done here but I can see that   my main drill won't be available until days after  I need it. And actually the day after I need it…I   could instead find another alternative  that happens to be open. So I have a   portable drill It's a little bit slower,  it's only 75% as efficient. But if I flip
• 50:30 - 51:00 that…It'll at least relieve the conflict on  that particular order. So we can do it somewhere   else…Finally. If you imagine a much  more busy production schedule…Or   better yet. Um we're going to use the magic of  editing and I'm going to populate the schedule   with lots more stuff right now…So I've just  populated our schedule with lots more stuff, tons   and tons of stuff. Between now and the end of May.  And all kinds of conflicts Well, If I click on…an
• 51:00 - 51:30 area that I know is a bottleneck for me. What I'm  able to see is, well geez it looks like we have a   couple of peaks but even just by eyeballing  it I know we have enough time to get this   all done. So I just need to spread some things  out. And fill in some of those open times…And   you'll be able to see that very quickly restart  to catch up a bit on our capacity. Okay. So. This
• 51:30 - 52:00 tool ends up being terrific for people who have  a finite capacity they have to juggle it. Uh I'm   not going to obviously solve this whole puzzle  right now. But it can even eyeball it so that you   know, all right how much of my available capacity  am I scheduled to use? Where do I have time where   do I not have time? So you can level this off and  you can make decisions on which cuff if there's a   conflict and somebody needs to get shorted you can  make decisions on which one that's going to be.
• 52:00 - 52:30 Um, And MISys even as safe safeguards in place.  Including an option that if you are making things   for particular customers, it will not allow  you to accidentally schedule production to be   done after that customer's promised ship date.  It'll force you to update the ship date first.   Does it give you an alert or how does it notify  you? If I were to drag all of these are for stock   fortunately but if I were to drag one of these  past a ship date for a customer that has one   it pops up immediately says, um, Uh completion  date cannot be later than ship that you can't
• 52:30 - 53:00 schedule it to be done after you're supposed  to ship it. So forces you to change the ship   date first. Which typically involves notifying the  customer. Of course if you don't want to do that,   MISys also allows you to. I'll just save my  changes here. Um, it also allows you to include   optional shifts. So if you have overtime when you  get particularly busy you're going to open up a   half day on a weekend or a couple extra hours each  day during the week. You check this box and MISys
• 53:00 - 53:30 will give you some extra time. In this case, if  I were to look at that same, um, that same area.   What you'll notice is that my black dotted  line has a small bump out every Saturday.   Because I've got a half day Saturday that  I'd opened up for overtime. So it's kind of   like a what if situation. Oh yeah definitely.  Another one of those What if tools that allows   you to build a realistic schedule. Because if  you start doing all of your material planning   and you don't pay attention to your production  capacity. Then, you know, you go into production
• 53:30 - 54:00 one day with a to-do list a mile long. Can't  get it done. Now everything starts cascading.   This allows you to, uh to get going. And even  for customers that are just getting started   with MISys, they typically just have everything on  back order and they're just trying to comb through   it as best they can with no kind of longterm plan  of how to get out. It's every day is an emergency.   This allows you to start digging out and deciding  when you're going to get to each of those orders.
• 54:00 - 54:30 So literally as as these customers go Online with  MISys and start using these, they start to build   things out and start calling customers and say all  right we have an estimated date now for when we   can get this to you. Um, And they are able to come  up with a more realistic plan. So it keeps the   customer happy and it saves the company money…It's  certainly better than just telling the customers   We don't know when we're going to get to it. Or  just saying everything's 16 weeks out or something
• 54:30 - 55:00 like that…Exactly. Yeah. The one other thing I do  want to say…about that is if you're interested in   those tools, check out our next section where  we talk about shop floor control. We're going   to talk about all of the uh data that goes into  allowing that module to work specifically about   steps and processes and timing. Okay So as  we're talking about the production schedule,   um, a lot of what I hear from my customers  Um is that they they can't keep track of
• 55:00 - 55:30 their actual labor and their overhead costs.  So in QuickBooks Enterprise they're putting   in, Uh just estimates of what they think  the cost is in which you know, that that.   We'll not really give you an accurate cost. Um so  now that we've talked about like the production   schedule, Can we talk about the shop floor  control and how that works within MISys. Yeah So,   um, so it's interesting. The section that we  just got done with is production scheduling
• 55:30 - 56:00 and that talks about steps in the process  and everything like that. And in a way,   setting that up. Allows you to kill two birds  with one stone. It not only gives you much more   detailed scheduling information. But it allows  you to get much more detailed costing information.   So the way that you and I do want to be clear  here not every manufacturer needs to go to this   level. So if you look at this and this is well  beyond where you need to be, don't worry about   it. You don't have to set this stuff up. But  the people who need this really need it…I'm
• 56:00 - 56:30 going to head down to, um, our bills of material  area. Now some of my products here like this one.   It's a regular old bill of material I got a  bunch of parts I got some sub-assemblies it's   multilevel and that's all well and good but that's  it. That's all it is. There is nothing here on the   routing tab…So it is optional. But if I go to a  different item, this one, we not only have this
• 56:30 - 57:00 bill of material and all of these parts. But  we have a process to find. And this process   tells MISys how you make this product, what  steps need to happen That's what the operations   are…What works centers those steps  happen at a work center is basically any   machine area ,sometimes a work center as a person  out on the floor who needs to do the work…And   then we have timing. And we define timing  cause different manufacturers work in different
• 57:00 - 57:30 ways. So you can have a runtime per unit so you  can take the number of units multiply it by the   time it takes per unit And you know how long  it's going to take. That can also be set up time   whether that's a changeover if you have to change  the line over and it takes a certain amount of   time to set up regardless of whether you're making  one 10 a hundred or a thousand units. Uh that can   also be for batch processors setup time applies  to a batch. So if we, you know, we're making   things in gallons or pounds because we're a batch  processor, but the batches going to be 200 pounds
• 57:30 - 58:00 per batch at the stage you say how long it takes  to do for each batch. So this system looks at how   many batches you need and calculates the total  time there. You can have Q time like a buffer   between steps. You can have wait time. Paint  needs to dry, product needs to cool, bread needs   to proof. Um the accommodates non-active time,  nobody's working on it, there's no labor going   into it but we've got to wait a certain amount  of time before we move on to the next step…So
• 58:00 - 58:30 that is what allows the system to do  what we covered in our previous…section   on capacity scheduling. The system knows how  much time we need that These different areas…But   if we look at the uh, the main screen on  our bill of material MISys's also giving   us these material labor and overhead  numbers. And it's getting particularly   the labor the labor and overhead numbers  from those same routing details because   when we call out a work center here like the  assembly area…And I'm just drilling down to
• 58:30 - 59:00 it…Each work center allows you to set up what  resources that work center uses and the resources   use can be classified as material labor or  overhead. So you can even put consumable materials   consumed at the work center level like gloves et  cetera And that way you don't have to put them in   your bill of material. Uh every bill of material  that goes through there you just put it on the   work center and the system knows that anything  going through here is going to use. Uh some gloves
• 59:00 - 59:30 and other consumables. But here we're talking  about labor. And in labor what we're saying is   that for every hour that this works in a runs it  consumes one hour of labor rate A…in other words,   one person who makes our stockroom labor rate  approximately is going to be there at all times.   And if you have five people on the line you would  say five people five units of labor per hour.   You can have various labor rates. You can have  overhead like electricity. Or even labor overhead
• 59:30 - 60:00 to go along with the direct labor costs you're  putting in there…Can I just ask a quick question.   Um, so, um, is this what helps you with the,  um other production planning and, and the what   ifs and that type of thing is that where it's  getting the numbers from? Well actually it can So   um, you know this one, not everybody needs to  do this but um, you see it a lot with companies   that have to hire a large number of temps…In  addition to. um, material planning telling you
• 60:00 - 60:30 what you need and when you need it, and capacity  scheduling where you're building your schedule so   that everything fits within your work center or  machine capacity. A lot of people go okay well,   we've got everything fitting but how many people  do I need to have working on each of these days?   Well MISys can literally look at all of that  scheduled activity and tell you how many labor   hours of every type you've scheduled each day.  Um, so that's a pretty fancy one but, um but   the system has that data and again a it can give  you sort of a an hour requirements list…That's
• 60:30 - 61:00 great…So we do have, um, That all set up here  And of course that is what's driving You know,   when we multiply the time that this bill  of material needs at each of these stages   that's what's driving our material  labor and overhead costs here…Now.   The other question that I always get  when I described that as okay Well,   That's the bill of material but when we, when the  rubber meets the road and we start making stuff,
• 61:00 - 61:30 It's not always what we think. We'd sometimes  take more time or less time or machine goes down   et cetera. So. When we talk about the shop floor  control module…It means setting up routing details   and defining the process. But it also means being  able to schedule around that process that capacity   scheduling that we just saw. Um, and it means  being able to track that process not only record   what's actually happening at each step. But also  following the order through multiple stages of
• 61:30 - 62:00 work in process. A lot of QuickBooks add ons don't  even track work in process period. Not only does   MISys allow you to track what's been allocated to  production, what orders are currently in process,   what inventory has been taken off the shelf  and is currently being worked on but isn't a   finished good yet. Both in terms of finances and  in terms of inventory. But we can literally say   that this inventory is at step three of six.  Um, and should be moving to this next stage
• 62:00 - 62:30 So…So for the accounting purposes of it really  gives you a great knowledge…of what you're making,   what you're not making, what's I mean it just  gives you a great overall picture of where your   stand. Exactly. And right in QuickBooks you  can have a series of asset accounts. What's,   what's my raw material in MISys worth.  And how much do I have in physical work   in process at this moment. So you can get a  breakdown. It's not just sitting all sitting
• 62:30 - 63:00 an inventory. You can get a breakdown of what's on  the shelves versus what somewhere in production.   Um, other considerations here. Is, um, the ability  to security protect individual steps So typically   you see a QA step. You can lock that down so  that only qualified individuals can sign off   on it. Otherwise you can't proceed or can't get  a finished good. Um, there's a location here. We   get a lot of people that outsource certain parts  of their process. So not only does MISys allow   you to set up outside vendors as work centers  so that, um, so that you can track when that
• 63:00 - 63:30 order goes out to them And when that material  leaves your facility to go over there,   But we tie it in so well that if you complete.  Uh if you start an outside process MISys will   automatically generate shipping documentation  for you to send that stuff out. And when you   complete that outside process will automatically  receive against a purchase order for the service   you're paying that vendor for all as part  of the same transaction So you don't have   to remember to do multiple things. It's all just  tied in…Well that's a time savings because I know
• 63:30 - 64:00 that's a real issue within QuickBooks  Enterprise if anything is outsourced.   Yeah. So it's all part of the process here. And  the one final thing that I want to say. And this   might foreshadow what we're going to cover in  our next session section When we talk about how   the people on the floor actually interact  with the system. Uh and update the system.   But MISys allows you to add unlimited custom  fields in just about any area of the system.   And here in our routing details would I have  done is added some custom fields. One being
• 64:00 - 64:30 a detailed, uh operation instructions field so I  can put some detailed instructions for each step.   And even a link to an external file here. And the  reason that's useful as well, not just to have it   in the data. But this stuff can become accessible  from the floor and you can literally create custom   information screens for each operator to see when  they log in. So we'll see that if if, if shop   floor data collection live data entry from the  people doing the work is important to you be sure
• 64:30 - 65:00 to check out. Uh the next section on barcoding  and the shop floor interface. All right So in   today's times like everything everybody needs  everything right now. They need to be able to   access information right away They need to access  it. Um you know when manufacturing a lot of it is.   through the barcode scanning being able to process  things in real time. And so I was looking and it   looks like you have what's called MISys EXT. And  I was wondering if you could tell us like what,
• 65:00 - 65:30 what your…process with that and in how it looks or  how it shows in there so we can get kind of a demo   on that. Yeah. MISys's been doing barcoding  for years. And it's always existed because,   um, there's obviously a lot that happens in a  manufacturing environment. And, you know probably   the hardest way to go about keeping your system  current is to have a bunch of paperwork floating
• 65:30 - 66:00 out on the floor and then…hopefully collect  that all back in. Dump it on poor some poor   soul's desk in the office so they can manually  enter everything that went on that day. Um, you   know not that there's anything wrong with that  If that's what you're doing and that's the way   you want to do it but there is a more efficient  way if you'd like, And that's to collect it from   the floor and Barcoding's usually the way of doing  it. And we've gone through multiple generations of   bar coding software. And the one thing that  was always a sticking point with barcoding
• 66:00 - 66:30 is that um, Let's just say that a lot of times the  people who are out on the production floor doing   the work are not the most tech savvy folks.  And even if they are they're not necessarily   interested in stopping their important job to go  keep that system up to date. So. And the latest   generation of barcoding which we call MISys EXT  it's beyond just barcoding. It's an entire shop   floor interface. That in our um, in our design  anyway. It's a little bit more active in terms of
• 66:30 - 67:00 guiding activities and allows you to maybe replace  some of that paperwork that needs to go out to the   floor with interactive screens. So that not only  you don't have to get the paperwork printed and   prepped and everything like that. Uh but also so  that somebody who's using will go to a device, the   same device they enter their data on, to see what  they need to do next. So they're actually getting   something out of using the system other than just  being forced to enter something after the fact.
• 67:00 - 67:30 So we have already in the previous chapters set up  a bunch of purchase orders. And scheduled a bunch   of production. Now we're going to talk about how  that all gets knocked down. And, um and how it's   actually updated from the floor. That's going  to happen through this tool MISys EXT. now the   one thing you're noticing you might notice here is  that we are now in a web browser. You're no longer   in the MISys application. We specifically  designed this to be a web application. No
• 67:30 - 68:00 app to install. This will literally run on  any device that has a web browser in it.   Um, If you use Chrome you can use the live  translation tool. So if you have people that,   um you know, Eh where English is an issue. You  know, people using this all over the world in   multiple languages just using the built-in  Google translate. And because it's in a web   browser. It will run on any whoops any device  with a web browser in it. Including say iPad,   iPhones, Android devices, handheld all in one  scanners. The only requirement is that it have
• 68:00 - 68:30 a modern web browser…So I'm going to log in  now as a different user. I am a guy on the   floor. And I'm going to get a much more simplified  interface. I don't create orders here I, I can't   edit bills of material. I'm not doing any of that  administrative stuff. I only process transactions.   So if I'm a receiver and the only thing I ever  do is receive purchase orders. I can go right   here on screen. If I'm getting a delivery I  can choose or scan the purchase order that's
• 68:30 - 69:00 coming in. I'm going to do a lot of clicking  here because I don't have a scanner on me…I   can see what items I'm supposed to receive here. I  can receive one or more items. I can choose a bin   put them in If you need bin tracking. I can assign  lot numbers or serial numbers if you need a lot   of serial tracking. In this case I'm just going  to say we received everything that we ordered.   And it comes, it's instantly added to inventory  and MISys no waiting. It'll even offer to print
• 69:00 - 69:30 out barcode labels because end of the day this is  a barcoding solution and any time we introduce new   material whether it's because we received it. Or  because we just made it in production. It's nice   to have that consistently labeled so that we ever  touch it again, go to user and, go to count the   inventory, go to ship it, whatever. We've got a  consistent barcode we can scan. So I'll say yes.   We do use zebra label printers for this. So you  can have a default printer, default label you like   to use. I don't have any zebra labels printers  handy. Oh I'll just show you on screen. An example
• 69:30 - 70:00 of. Uh something So we could say, you know barcode  for the item and where it's going. We could have   um, just an item description. You can even  use the, uh zebra label printer to customize   your own labels using any of the many fields  that we reveal. You literally just use the   zebra printer software to change these…So that's  receiving. And then of course we have production.   Now MISys allows you to do the old school route  traditional manufacturing systems will typically
• 70:00 - 70:30 have you print out these. Uh barcoded  shop travelers. So that essentially the   idea is that you scan the order number scan the  step, start the timer and then scan scan again,   enter your quantity. And you're done.  MISys supports that. You could absolutely   use, uh these barcoded travelers send them  to the floor and scan your way through.   But an increasingly popular option with MISys EXT  is leveraging dashboard alerts. Yeah Every um,
• 70:30 - 71:00 every copy of MISys allows you to set. Unlimited  customizable dashboard alerts for each individual   user. And when you think about that in the  context of somebody on the floor, that typically   means some kind of a to-do list. Targeting an  individual person or an individual area with all   of the orders that might be scheduled for them  on a given day. So if I look at my to-do list   I happened to be the guy in the kitting area and  I'm the one who's supposed to be. Um, You know,   taking care of these orders. So I'll grab one of  the orders that we scheduled previously. I can see
• 71:00 - 71:30 all of these uh all of these key fields that I've  decided I need to be able to see including custom   fields. Like detailed operation instructions, a  link to an external file. I've literally had um, a   customer recently say that they created a library  of YouTube videos showing how to load tooling onto   their various machines. And they added a field  on each step showing the appropriate YouTube   video for that machine so that the operator,  when they see what they're supposed to do can
• 71:30 - 72:00 also access the YouTube video showing how to load  the machine. So there's a link right to it? Yeah   it's a high it's a clickable hyperlink. This one  just goes to MISys.com but that could be a file,   that could be a YouTube video. Anything with  the URL right at your fingertips. And so this   is what I talk about when, you know, We say, the  operators getting something out of the bargain   here. They go in and they can see everything that  they're supposed to do. And this is really easily   customizable. You don't need any special skills.  You just edit your your MISys alert. And that'll
• 72:00 - 72:30 dictate exactly what your operators see and it can  be different for each department, each operator,   depending on what they do and their individual  preferences. Can you have custom fields on here   too? Yeah these last two are actually custom  fields right here I added these myself just by   um, you know doing the add custom fields  function in MISys. Which is super easy.   And of course. As an operator once I see  everything that I'm supposed to do and maybe   open up the linked file here. All I need to  do is jump in. And start my timer…All right
• 72:30 - 73:00 Easy. Yeah. You know I can access the whole bill  of material. So if I need to see what materials   I'm supposed to be grabbing cause in this case I'm  the kitting guy I'm supposed to grab a bunch of   materials. I can see the entire bill of material  and normally I would be scanning my way through   this but, uh in this case I'm going to tap so I  can issue these individual components. I can see   how many I'm supposed to get. Um I could even say  well I know I only need to use 40 but I'm going
• 73:00 - 73:30 to put the whole box in there. So maybe it's 200  parts even though we only need 40. I can literally   scan everything I'm doing. MISys has a transaction  for everything you could physically do with your   inventory. And it can be logged right from mobile  device. Uh tablet, PC whatever on the floor. Just   to keep again everything up to date. And  there's an audit trail for all this stuff.   So every little thing that I'm doing is going  into the uh the audit trail, my name's on it.
• 73:30 - 74:00 Um, You know and it's also of course subject  to security permissions and all of that…And   whenever I'm done. I can say done. Stop  my timer. Log how many units I did…And   that's not all by the way. Um, when I do that,  this was an order that I'd already worked on but.   When I do that I can also log things like  scrap. If I have to throw something away,   um, basically we just want it to be easy to  capture everything that's going on on on the
• 74:00 - 74:30 floor. And that ties it all back to our first  section where we talking about the QuickBooks   integration. All these little variables that  we're capturing go into the final cost of the   products that we're making and are past over to  QuickBooks. So that you can have confidence that   when you look at your cost to goods sold and how  much money you're making on each product and what   they cost you to make. All these variables find  their way in. You're just getting the accurate   costing and then the accounting function on  QuickBooks. They're getting everything they.
• 74:30 - 75:00 Yeah. It really gives a business owner everything  that they need to be successful. Definitely.   And because this does every last transaction, um  that MISys supports. You can go all the way up to   the end where you put the finished good away. You  can trigger the transfer right over to QuickBooks   right from this device. Um, Uh, and. You know the  kind of unsung uh but maybe the biggest benefit.
• 75:00 - 75:30 Everybody does an inventory count every now and  then. I've never met anybody who looks forward   to it. Um, when you have barcoding and you do  physical inventory and a barcoding system. Now   you're not chicken scratching into account sheet  that's um, uh somebody in the office needs to try   to translate. You literally just scan the already  labeled items enter quantity move on to the next   one. Um, And then you can post it and if we even  MISys even has tools where if multiple people are   counting the system can detect if it looks like  somebody might account, you know, two different
• 75:30 - 76:00 people counted the same thing twice. Um, some  really sophisticated tools to, to do cycle counts   or count up your inventory whenever you have to.  Would you say most companies go with this option?   More and more of them now…You know the other. The  other thing about something like this MISys's a   modular system. Um, So you get to pick and choose  the functions that you need. At the time. So   um, more and more companies are just getting  this right out of the gate because uh having
• 76:00 - 76:30 shuffler data entry and barcoding. a priority.  Uh but there's still a lot of companies that say,   this looks great. We do want to be able  to do this but we've got a long way to   go. We need to the folks in the office  were implementing the system need to get   comfortable before they start training  the people out on the floor to use it.   Um, That's fine. Baby steps and because it's  modular you can leave this off but add it when you   need it…I've noticed that this is a feature that  a lot of my clients ask for. Yeah. If. If I had
• 76:30 - 77:00 to guess I would say somewhere between 40 and 50%  of our new users get this right out of the gates.   Um, But I ended up doing a lot of uh demos for  existing customers who. Uh who are planning on   adding it? I can imagine. Yep. Yeah no that's  a great feature and especially um just all that   you're able to do and um just, it even just  creates another degree of accuracy. Yeah.   Yeah. And. You know as the guy who used to be the  guy who entered the data after the fact the stack
• 77:00 - 77:30 of bakery manufacturing So the stack of flour  and crusted papers that had to find their way   back to me. The attempts to read the pen that was  smudged by the uh by the oil that got spilled on.   Um, And the donut that was being eaten.  Exactly. Oh that was me. Um…but when that   comes back in. Instead of having to  hand enter that. We're shifting it.
• 77:30 - 78:00 Um, Over to the people who were actually doing  the work and, you know, I almost said shifting   the burden but the way this is designed to work  especially with the paperless element. It's much   less of a burden because the information that  they would've had to look for on that piece   of paper is now shown on screen. And then  all they need to do to log what they did is   couple of more taps to start and stop  that timer…And it makes it easier for this   shop floor people. They will make many less  mistakes. Hands down. Um you know and this,
• 78:00 - 78:30 this was a relatively simple example but you.  I'm sure there are a lot of folks out there   that have specialized requirements. They have  warehouse management and bin location tracking   where they need to record where everything's  being taken from and being put back into,   or more importantly, like we had at my previous  company Uh, serial or lot number traceability. And   that's another MISys obviously supports serial  and or lot tracking on an item by item basis.
• 78:30 - 79:00 Um, but when you're using this it's going to  prompt you or what. What lot number did you   receive? What lot number did you use? What serial  number did you make? What serial number went into   this serial number? What lot number went into that  lot number? All entered through here. So the end   of the day if you ever need to look something  up if there's a quality issue you now have full   traceability and it came straight from the people  who physically put that stuff together…Yeah.   I think I would I could see a lot more people  um purchasing this nowadays…This part of it
• 79:00 - 79:30 Yeah. And, you know again, The biggest thing  is this is the kind of horsepower that you   typically see in those bigger manufacturing  ERP. But we only cover the operation side.   All of the accounting all the sales stuff just  stays in QuickBooks And we're only going to take   over, uh the side of the business that we handle  better. Yes because QuickBooks doesn't really do   a great job with the manufacturing portion of it.  Unless you just have very light manufacturing and
• 79:30 - 80:00 you already know what your labor costs are going  to be in your overhead costs. And that's where   QuickBooks Enterprise is fine in that area.  Um but what's great about your product is   that is just such a seamless integration and  it's almost like it's working as one system.   And…again that is Exactly what we are going for.  Um, unfortunately for us I mean years and years   ago when we decided to rebuild the system from the  ground up specifically with QuickBooks in mind,
• 80:00 - 80:30 I was a little bit of a risk. Um, but  it's, uh it has really taken off. We   sold our software all in all to more than 7,000  manufacturing companies since we've been around.   Um, And this approach of linking this kind of  manufacturing capability to…the accounting system   that folks are already familiar with really seems  to, um, strike a cord for. You know, if you're if   you're not ready to spend hundreds of thousands of  dollars to move into the full ERP space. Exactly.
• 80:30 - 81:00 Exactly. Well perfect Well, Um…we um where we can  go from here is that people who are watching this   their interest in the software and QuickBooks, Uh  you can reach out to, to me Um there's a contact   link below. And I will set up an appointment  with Daryl um to go over the software. And we   can kind of go from there and give you a pricing  information that type of thing And like Daryl had
• 81:00 - 81:30 mentioned you don't have to go with each, uh, each  individual you can choose different sections that   you want to purchase. So you don't have to go with  everything all at once. Um you can um but that's   where he can kind of take you through all that  navigation to decide what's best for you. And also   give a quote. So, uh that would be I would say the  next steps if you're interested in learning more.   Yeah…I would say um, you know all of this stuff is  some hugely powerful tools. One of the other nice
• 81:30 - 82:00 things is that all of the implementation  resources you need training, support,   one-on-one guidance for setup of data and um,  tailoring your, uh your processes to the system   and um getting the most out of it. We include  it. That's all done In-house and we provide all   the support you need to get up and running. Now  thing one question I do have is what, with your   typical implementation, how long does it take?  Very good question The million dollar question.
• 82:00 - 82:30 Um, so all of our implementation again is included  with, with your your purchase. So you get access   to training webinars which we do every single  month. We've got 32 total hours worth of training   sessions that we give on a rotating schedule. We  have unlimited tech support and we will assign   you with one individual, uh implementation  expert called usher star Coach who will meet   with your remote leaves and zoom. Uh and guide you  through each step of the setup process all the way
• 82:30 - 83:00 up until your go live date. How long that takes  depends heavily on a number of different factors.   You know how much data you have to set up. It  takes a little bit longer to set up a hundred   thousand items rather than a few hundred. Um,  Every company has different resources. If you've   got lots of folks that can chip in and help out,  it's going to be it's going to go a little bit   more easily than if you dump it on an intern's lap  which we don't recommend but still some people do.   Um, And then of course uh, just your own  internal schedule and what's going on. All
• 83:00 - 83:30 in all with all those factors considered if  you can chip away at it steadily And we're   only talking about uh, uh several man hours per  week not shutting down operations to get it done.   We tell people to plan on a timeline  of somewhere between two and six months   to go from I just got the software now  what to, we have our go live date…Okay   and then…usually you would implement this your  software first and then, and then connected of
• 83:30 - 84:00 course the QuickBooks once you're ready Yeah.  Yeah So…you are going to operate businesses usual   while you all MISyss being set up and while  you're training on it. Now you can connect   to QuickBooks to pull that data out using that  automated integration like import your bills and   materials and your items et cetera. But you will  not go live with MISys. MISys Isn't going to be   posting to QuickBooks any live data until you are  100% ready and confident that your data's good.
• 84:00 - 84:30 Um and everybody who's going to be using  this system knows what they're doing which   of course our sure Start coaches will make  sure…So in, in your your accountants stay   in the accounting portion of it and then your  production managers and anyone who needs is part   of the production process stays within MISys.  Exactly So sometimes you can save. Uh users on   the QuickBooks side or keep people out of your  accounting system that really shouldn't be in   there to begin with. And again going back  to the beginning one of the other options   is certain people who might need elements of the  QuickBooks integration but who you don't want to
• 84:30 - 85:00 have direct access to QuickBooks. Um, Intuit, And  in there, one of their many really well thought   out and…welcome options with how they allow  third parties like us to integrate with them.   Allows our application to log in in the  background so that you don't have to log   into QuickBooks but you can still, MISys is  still able to see data. Push data. All those   integration points work without the person using  MISys being able to actually get into QuickBooks.
• 85:00 - 85:30 That's great. Well, I think that's about it. I  thank you so much Darryl for spending all this   time with me and going through all the features  that you offer I really appreciate it. My pleasure   Thank you Raeann very much And uh, uh, thank you  everybody who will watch the videos. Thank you.