Smart Production Sales is customizable. Because of this, the contents and the functions of the views can vary depending on the customer environment. This document contains a general description of the functions, which means that all the functions and data fields of views described here might not necessarily be in your environment.
Smart Production Sales is an MDI application in which several different types of views can be opened in the work area either using the upper menu bar or the buttons along the top.
Sales Quotations
The sales quotations which are made to customers are managed with this function which is described later in this document. For more information, see Editing a Quotation.
Sales Orders
The sales orders that are made to customers are managed with this function. A sales order can be created based on a sales quotation or directly without a preceding quotation. For more information, see Editing an Order.
Purchase Quotations
This function is used in Smart Production Partner Ship in which there is an automatic pricing and delivery chain between the supplier and the customer. Option.
Purchase Orders
This function is used in Smart Production Partner Ship in which there is an automatic pricing and delivery chain between the supplier and the customer. Option.
Part Data
This view shows the drawing data of the plate parts of the Smart Production system for the use of the quotation calculation. With the search tool below, drawings from the system can be searched and brought to the tree on the left side and to the list of the upper side of the view. More detailed data and the picture of the geometry will be shown when a line of the tree or the list is selected. If a drawing should be changed, it can be opened to Smart Production Cutting drawing view using the yellow ruler button (marked in the picture).
Geometry Drawing
Opens Smart Production Cutting directly to the drawing view.
Sheet Info
Shows all the named sheets of the Smart Production system.
Capacity Check, Extra Option
In this window, the accuracy of the delivery date of a quotation can be checked. The delivery date can either the date requested by the customer or it can be the earliest possible delivery date. Both the capacity and the material availability of the workshop can limit the delivery date.
Material Check, Extra Option
For more information, see Structure Capacity Need Tab.
About
Displays the version number of the application.
Actions of the upper Menu Bar:
File
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Print Setup
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Exit, closes the application
View
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Toolbar, displays the toolbar
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Status Bar, displays the status bar
Functions
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The same actions as in the upper buttons
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Product Structures..., opens the control over the product structures and set receipt. For more information, see Product Structure Models (Option).
Settings
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Order and Quotation Texts
With help of this window, stable phrases in different languages can be saved to the database and attached to orders and quotations. Texts which are marked as default will be printed on every order and quotation, unless the user deletes, increases, or changes them before the printing.
On the upper side of the window there is a hidden list which can be opened and from which you either select Quotation, Order, or Both. The selection determines the document to which the text will be attached. In the next step you open a list in which you select the language to be used. Select Default for each text that you want to print on every document (quotation/order) in the language in question.
Texts which do not appear often, but are still needed, are also saved. For these texts, Default is not checked. These texts are shown in a different list than the default texts when printing the final document. They can be added to the document to be printed if needed.
Type the text in the Text box. Then, click Add on the right side of the lower list. The software transfers the text to the lower list and updates the database. In the Active text column, the number 0, 1, or 2 displays.
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0 indicates quotation texts
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1 indicates order texts
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2 indicates that the text is used both in quotations and orders
Texts can be saved in all the languages which were saved while giving the country data, and for all other languages the default texts will be used. When all the repeated quotation and order texts in the given language are written and the definitions are selected and added to the database, their printing order will be defined with the arrow buttons on the left side of list.
Changing the contents or definitions of a text passage
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Select the appropriate options from the Active and Language lists.
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Select the text from the lower list.
The text displays in the upper list.
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Make the necessary changes to the definitions and the text.
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Click Save on the right side of the lower list.
Click Delete on the right side of the lower list to remove a text passage from the database.
Click Refresh to read the lower list again.
Texts can later be selected quotation- or order-specific, but all changes in the contents of the texts can only be made in this window.
Window
If several windows are open at the same time, they can be arranged in the work area as follows:
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Cascade
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Tile horizontal
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Tile vertical
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Arrange icons