How to set up sales reps, customer pricing groups and your first customer (add a new customer)
A customer record holds the defaults every new quote copies: sales rep, terms, taxes, job type, currency, discount, ship-to route. Set up the sales reps and the discount lists first, then add the customers. Before you start Users exist for every salesperson (Add users and rights). Payment terms and tax codes (terms, tax codes), job […]
How to set up cost groups and price groups first (first cost group, first price group, rounding)
A cost group and a price group are rounding and markup rules shared by many parts: how a length is rounded up before it is costed, the smallest area you charge, how a price is rounded, which customer line discounts apply. Every part, option choice and glass type picks one of each, so make them […]
How to set up company preferences for a new company (name, logo, address, units, document numbers, scheduling)
Company Preferences hold your own company’s name and address and the settings every other screen reads: the unit system, the next quote and order numbers, rounding and scheduling. Do this first. You can come back later for the settings that need other lists (for example the default series). Before you start Your company’s database exists […]
How to set up company branches and warehouses (add a warehouse, locations, racks, bins, Home Office branch)
A branch is a place you do business from (a plant, a store, an office). A warehouse is where stock sits, split into locations, racks and bins. Users, sales reps and orders belong to a branch, and the branch draws stock from its warehouses. Set up the warehouses first, then link them to the branch. […]
Currency, customer types, supplier types, ship routes, holidays, units of measure, series categories: lists your administrator sets up
Some lists that setup depends on have no screen in OpenJanela today. You cannot add to them yourself; your OpenJanela administrator (or support) fills them in the database. Ask for them at the start, because customers, suppliers, parts and series pick values from them, and an empty list leaves an empty combo. What to ask […]
Service teams (service, installation and measuring crews, staff, calendar)
A service team is a crew of one branch — service technicians, installers or measurers. Teams are set up in Service Management → Service Management. A team’s Resource, branch, members and calendar decide who a service, installation or measuring ticket can be assigned to and when. What, where, who, when, why What A crew record: […]
Changing an order after it is released to production
Once an order has been confirmed, batched, and its production batch has been released to production, do not edit the original order to make changes. Any change to a released order must be recorded through a Service Order. The rule If the order is released into production (its batch is released), use a Service Order […]
How to move a service person to another branch (transfer a technician, installer or measurer)
When a service technician, installer or measurer transfers to another branch, move them with Move to another branch. Their open tickets in the old branch go to that branch’s service lead, so nothing is left assigned to someone who is no longer there. Before you start: set the branch service lead In Service Management → […]
Saws setup (blade thickness, kerf, grip allowance, v-cut waste, pairing, cut shapes, profile saw code, profile positions)
Saw settings feed the cut-list optimizer and the saw export files. They are set under OJ Setup → Production: Saws (one saw per station), Profile Saw Code and Profile Positions. What, where, who, when, why What One row per saw: the kerf, the waste and grip the optimizer must add to every cut, the cut-size […]
Monthly sales targets
Each salesperson can be given a sales target for every month of the year. Open Sales Management → Sales Partner Management, select the rep in the list and click Details, then click the + button beside the Target field (you do not need to click Edit first). See also Sales people setup. A window lists […]