The options page in Fraction ERP allows you to set system options to suit your needs. The options are arranged into categories for each module, this page will explain the purpose of each option you can set.
When creating a shipment, you can specify which courier is delivering the goods, such as TNT, UPS etc, or it could be “Parcel Courier”, “Pallet Service”, Other..
When creating a contract, the delivery terms will be specified such as EXW, FOB, FCA..
When you mark a quote as lost, you can set the reason why it was lost, this can help in future analysis to determine any trends of losing quotations. Examples are: too expensive, long lead time, dead enquiry.
This is the type of package used to send an item such a document, box, pallet, container etc.
This a text field to enter information you want to appear on the footer of your contracts. It is a default text entry copied to CONTRACTS and it can be modified on each contract.
If you trade in multiple currencies you can add them to the currency list. Each customer and supplier will be given a default currency.
Each customer record has a default payment term such as credit account, 30 days, 30 days end of month, proforma etc. This can be changed contract to contract, but the default for the customer/supplier will be used when creating a contract or purchase order
You can specify all the tax rates you need to use. They are defined as “name:rate%” such as “VAT:20%” or “ZeroRated:0%”. They are applied as defaults to customer and supplier records and will be used in invoicing and purchase orders.
This is used to enter payments details that will be printed onto your invoices, such as bank account name, account number, swift code, IBAN etc.
When creating a Bill of Materials, the default margin will be applied to the costing to suggest a selling price. It can be adjusted on each BOM as needed.
When creating a Bill of Materials, the markup will be applied to the direct cost of parts only, which in combination with a selling rate for hourly labour, provides subcontractors with a suggested selling price.
Each part can belong to any type, but it is important that the manufactured option is used where you want to create a Bill of Materials. Other types can be added to suit your needs such as purchased, subcontract, service, Kanban etc. It can reflect anything you need to help organise the purchasing of materials and services.
A part should have a specified unit of measure, you can define any unit of measure needed.
A group represents parts that are purchased and can be set to have a group lead time, specified in days. You can set the group name and number of days for the lead time here. For example, “Fasteners:4” is the fastener group which has a lead time of 4 days.
When using automatic SKU part numbering in Fraction, you can set the prefix that is used for each SKU. SKU numbers are automatically generated started from 1 and incrementing with each new number.
In this section you can specify the starting point for the next reference to be used in each section where a unique number is assigned to the record and then incremented with each new record. If you enter say 30000 for quotes, the next quote will be created as 300001. Prefixing each record differently is strongly recommended to make it easier to search and understand what each number refers to.
|DeliveryNo||Delivery Note Number|
|PurchaseOrderNo||Purchase Order Number|
|SalesNo||Sales Order number|
|GRNNo||Goods received Number|
|NcrNo||Non Conformance Report Number|
The NCR system is designed to assign names and categories to the record to allow easy analysis of the NCR performance and to identify trends.
Locations where the NCR took place - such as internal or customer.
Departments can be assigned to a NCR such as engineering, production, office, paintshop etc.
This can categorise the type of problem; out of tolerance, defective material etc,
Define what happens to this NCR, such as Scrap, Re-work, Concession
This is to set the type of operation associated with the NCR, it could include pre-production, casting, painting, machining, inspection, coating, heat treatment etc.
This is default text that is entered into the footer of each purchase order. It can be customised on each purchase order.
Delivery Notes contain a heading and content. This variable is the heading for the delivery note statement.
This is the content of the delivery note message. It can be up to 5 lines.
This is the content for the certificate of conformation declaration.
Records such as contracts, purchase orders, parts and BOMs can store files. When uploading files, you can select the type to make it easier to identify files. Examples are photos, drawings, specifications, material certs, inspection report and customer PO.