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Leads Management for Manufacturing

Are you looking for a streamlined solution to manage leads effectively in the manufacturing industry? Look no further than airSlate SignNow! With airSlate SignNow, you can easily track and organize leads to ensure a seamless process from start to finish.

leads management for Manufacturing

airSlate SignNow offers numerous benefits for managing leads in the manufacturing sector. With its user-friendly interface, you can easily navigate through the process of tracking and organizing leads. Additionally, airSlate SignNow provides a cost-effective solution with secure eSign capabilities to ensure efficiency in lead management.

Take control of your leads management process today with airSlate SignNow and experience a seamless workflow like never before.

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[Music] twinkling Hello Odoo-ers. Have you ever waited so long for a package you  forgot you ordered it? Like when I waited two years for my KAT Atlantis keycaps? and I was so over them by that time, so I have these ones now. You see, at Stealthy Wood, we take *Ctrl*,  and we avoid production delays by scheduling   orders based on production and delivery times. By accurately estimating delivery times, we ensure that the parts arrive just as we need them. And Manufacturing Orders are completed just in  time for shipping. Now this not only eliminates  the need to keep parts and finished product in stock,  But it keeps us efficient because to put it simply a lead time is the amount of calendar days   that it takes for a process to be completed from  start to finish. now there are lots of different types of lead times, including Customer Lead Time, which it's the number of days between   when the product is ordered and when it's left the warehouse basically Now remember Odooers, this is actually important here Whenever we're talking about Customer Lead Time,   we're referring to the delivery lead time. Next, we have Manufacturing Lead Time, or the number of days it actually takes us to build a product. now in this video, I'm going to show you a cool new feature  inside of Odoo called... Days to Prepare  Manufacturing Order Now with it, we'll know when we need to order necessary parts. They are mini deadlines and reminders to help us finish manufacturing on time. Now let's start clickety-clacking away at the essence of logistics! All right so let's begin on the Manufacturing app and we're going to take a quick look at the Sturdy Table that I'm selling. Now we can find it by going  up here to Products > Products and selecting Sturdy Table. Perfect. we're here at the product form. Now to start (and this is important!) We define the Manufacturing Lead Time on the product form. so, we'll also click on the Inventory Tab and you'll find the Manufacturing Lead Time field, located in  the Logistics section over here. In our case, we're going to say that it takes us five days to build a Sturdy Table. Now, the Customer Lead Time below here: is the time between when a customer places an  order and when we ship our sturdy table out. We're using the 0,0 reordering rule to replenish  our stock and plan when to begin manufacturing,   so we can estimate that the whole process takes us  two weeks 14 days. Now again this is also known as   the delivery lead time and if you don't believe me,  hover over these little question marks. they always give you small little information and bits of stuff. Alright, next-- let's check on the 0,0 reordering rule configs by clicking on the Reordering Rules  smart button up here. Beautiful, all right now 0,0 is a nickname for a reordering rule where  the minimum and the max quantity are both set to zero. This means we don't want to keep any finished table or its components in stock. but we'll start manufacturing one when  a customer places an order. So what happens if a customer cancels that order? Well Odoo stores that  table and seeks to deplete it when someone else orders it, bringing the max quantity again to zero. now the same goes for the opposite-- when a customer orders a Sturdy Table the forecasted quantity over  here turns to -1 which is a signal for Odoo to reorder and bring the number back to  zero. With how 0,0 works in mind, here's a Jose quick tip: Click on this awesome little  "i" and that'll take you to a lead time breakdown   to get a better idea of when we can expect the  finished product. which is a forecasted date, but like with all things such as forecasts... Forecasts  on the Replenishment Info page calculate estimated dates based on lead time values (from the product  form) and global Security lead times and then they output those estimated date values in calendar  days meaning they don't take work center working time into account. Now let's tackle days to supply  components. So let's take a look at the Bill of Materials, or BOM (for my acronym lovers) For these Sturdy Tables so we're going to go back over here and   select our Bill of Materials smart button and  we're going to go right in there. Beautiful we'll notice that the parts needed to build the  table are the table legs and the large wood planks but next let's click on this Overview and would  you look at that: Currently the Availability column for both the Sturdy Table and the table legs is showing "Not Available" because we haven't properly set up the Purchase Lead time for the table leg  component. So let's take a look at the table legs directly from the Table now if we do  that that'll actually open up the product form   and then we're going to switch on over here to  Purchase. And there's our problem! We don't have a default vendor. In our case, we're going to use  the one we've been working with a lot. and they said those were five dollars, and our delivery lead  time is-- four days all right beautiful. Everything is set up. manual cloud save up here okay so if we  go back to the BOM Overview in our case using the breadcrumbs (which today are sourdough) Ah, look at that! It went from "Not Available" to giving us estimated dates and that's because now that the  lead time for the table legs is set up, the report has been updated with an availability for both of  them and it tells us the exact estimated date that we anticipate finishing manufacturing the table  Beautiful! So based on the lead time set previously   that we have over here the earliest date will have  the finished product is in nine days. because even if we ordered the components today,  the large wood plank comes in two days and the table legs come in four days. I'd also like  to make a quick note that the component with the longest lead time is used to calculate the Days to  Prepare Manufacturing order, and I'm going to show you what that means. So in our case, we're actually  going to go back to the Sturdy table product page   using the breadcrumbs and it's  the leftmost one at this point all right, now that we're here in the Logistics area you'll notice  we could either manually select Days to Prepare   Manufacturing order or compute from BoM and boom--  would you look at that? Beautiful It pulls four days, which was the longest lead time to manufacture  or purchase the components from the BOM. Now this is helpful when you have tons of components and  lead times. and now I'm going to show you a quick summary of all of that. Alright so in summary, the 14-day customer lead time is a default timeline for producing a Sturdy Table Five days from when  we've placed a Sales Order, we get an alert on the Replenishment Report to create a Manufacturing  Order. Now this triggers 0,0 to get our parts from the vendor, which arrives on the ninth  day (June 1st). This date is also the scheduled date on the MO, which is the last day to begin  manufacturing the Study Table to ship it on time on June 6th, Odoers. but let's see how this  works when we create a sales order for a different   product, our Driftwood table which has all of the  lead times set up exactly like the Sturdy Table   we were working on earlier. Alright, so here we are, and we're gonna make a new quotation. and in this case our customer Tom Hanks wants to order one Driftwood Table because he *cast away* his last one Perfect-- Driftwood table... and we are all set. Alright now, Tom Hanks while we're determining the delivery date tells us hey I really don't want to wait even  one extra day. I'm anticipating my first meal with Wilson on this table Let's not disappoint him. In our 14-day timeline for our regular customers,   we don't even order components until the fifth day.  Skipping all of the waiting, we'll use the BOM Overview   to give them an estimate of the soonest available table so we're going to go directly using our internal link just for him; because  we're trying to be very kind [click] Bill of Materials   in there.. and (BoM) Overview all right now-- Boom! The date's right there. The finished table will be ready in seven days; two days earlier than the Forecasted  Date I showed you before. and that's because I have all the table legs in stock so I only need to wait  two days to prepare the other components Combined, we get five days to manufacture the table  over here using the lead times. and then-- we can finish it in seven days. Now this report can give  accurate time estimates for different quantities as well. Now if Tom wanted-- let's say another table--  you'll see   and we click up here and we do, two-- something else happens. The Forecasted Date  is updated now to show us a longer time because   we'd have to wait the full four days for Vintage  Goods to ship the table legs so we promised Tom that he will receive his table 11 days from now, the Estimated Date, May 30th, on the BoM Overview tells us we can ship the table out of our workshop  in seven days we only need two days to procure components and five days to manufacture. We check  the distance from our workshop in San Francisco to   Tom's location and verbally told him to expect the  package on June 3rd, four days from the Estimated Date. Then if we go back over here to the Sales Order... Now in this new one, we go inside of Other Info (tab).. down here to Delivery Date and we're going  to set this to seven days from today. Perfect.   would you look at that! Remember, the Delivery Date  is the day you're planning to ship the finished product out of your workshop. We'll get an alert  since we set the product to deliver sooner than the 14 days we sat on the Customer Lead Time  shown as the Expected Date down below. but we can actually just ignore it because you, Odoers, have  the power! Now we can save, confirm this and we're done. Boom! Since we set our Driftwood Table with a  0,0 Reordering Rule, the need will show up on   the Replenishment Page inside of our Inventory  app go to Operations > Replenishment and there we are, Odooers! Now with this "To Reorder"  filter up here, we only see tasks that need to be done. and this one needs to be done right  now so let's reorder by selecting "Order Once"   and what did that just do, Odoers? Well Odoo generates a Manufacturing Order for us. Would you look at that! Let's hop in there. And looking into this on this MO to build one Driftwood Table,   we could see the Scheduled Date is three days from  now since we need two days to get the component. And would you look at that. We have a Purchase  Order since we set up the 0,0 reordering   rules for the components. Odoo automatically creates  POs for the components that we're missing. now as you'll see the Order Deadline is tomorrow but we're just going to order it, in our case because   we need it ASAP. And if we head back over here to our Manufacturing Order... you'll finally see   that in yellow over here that the large wood  planks are expected in three days. Now the Scheduled Date is still indicating the latest  start time for the production to ensure on-time delivery. Since we already ordered the components,  we can begin building once they arrive so we're   on track to finish before the May 30th deadline. Beautiful, Odoo-ers, and there you have it! Odoo makes estimating dates and planning productions easy.  While 0,0 gives you a comprehensive view of scheduled dates to ensure timely manufacturing . Now check out our other videos on planning and the Master Production Schedule coming out soon, for more scheduling features.    Goodbye for now Odoo-ers ~ Go grab a snack. And if no one's  told you today, you're doing great. These are hard

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