ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
        • Consumption products
        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
    • Move inventory
    • Count Inventory
      • Stocktakings
      • Stock Adjustment
      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
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  1. Manufacturing

Contracting

PreviousTime recordingNextManufacturing - Fulfillment

Last updated 6 years ago

To set up the contracting option in ERPAG, the first thing you need to do is to set up the items, components, and sub-components. You can do that by going to:

Inventory > Product and services > Add new

This will open a window where you will be able to type in all the basic information about the product, for example the SKU, description etc. This is also the place where you will decide is this item an item that is based on BOM or you are getting it from your supplier. This needs to be set up in the fulfillment section:

The next step is to open a warehouse for your contractors, and you can do this by going to:

Administration > Warehouse lists > Add new

And add the contractors to the contractors list by going to:

Manufacturing > Contractors > Add new

This will open a window where you will be able to type in all the necessary information about your contractor.

Now, set up the final product that is based on the BOM and make sure to choose define the contractor and the warehouse from which you are going to pull the product.

Once you’ve done that, work operations performed by the contractors' side and set up the cost per hour. You will do this by going to:

Manufacturing > Work operations

For example:

The next thing you need to do is to create a purchase order for the components and sub-components and set the items to be delivered to your contractors' warehouse. Go to:

Purchasing > Purchase orders > Create

Make sure to choose the adequate warehouse.

Receive the items to the warehouse of your contractor (or your own and then transfer them to theirs, depending of your work flow).

Once the items are received, create a work order based on the BOM for the final product and choose from which warehouse you are pulling the items for it and in which warehouse the final product is delivered. In order to do so, go to:

Manufacturing > Work orders > Create

Of course, first you need to produce the sub-component (if the final item consists of any) and then go further and create the final product.

As you can see, the system will give you the option to choose the warehouse for the output items as well as the warehouse from which you are pulling the input items.

To see how to create and complete the work order, read the following instructions:

Of course, if you are not following your contractors production process, you can just use the ‘complete as planned’ option and finish the work order in one click.

Once the work order is complete, the inventory > inventory/stock list report will show you how many of the final product you have in your stock and how many materials you have left in the contractors' warehouses.

Contracting Work OrderERPAG | Manual 2021
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