Explore the ultimate sales process management system for Manufacturing

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Hi, it's Tyler from Unleashed. Today I'm going to show you  the production section of the software, looking   in detail at the ways that manufacturers use our  system. Now if this is the first time you've seen   this in action please do be aware it's also a  full purchasing, inventory and order management   platform – but because we'll be focusing on  manufacturing today I won't be covering all those   features in this video. Of course if you'd like  to see more of that functionality you can hop into   the other videos here; otherwise feel free to book  some time in for a personalised demo, or simply   start a free trial of the software yourself. So  with that said let's get started by going into   the production tab in my Unleashed account where  I can see the two main ways Unleashed manages   those inventories for manufacturing which is  through Bills of Materials and assemblies.   Now Bills of Materials, or BOMs, are the recipes  as it were – the detailed instructions of what   goes into a manufactured product – and assemblies  in Unleashed are simply what we call the process   of using those BOMs to create a certain number  of products. Now here's a really good example   of a BOM that we can take a look at. This is part  of a pretend jam manufacturing business that I've   got set up in my demo account. Jam making is a  good example here because the processes we'll   go through are the same that you'd use for lots  of other types of manufacturing, whether you're   assembling complex electronics, brewing beer, or  building furniture and I'll even be able to show   you some custom manufacturing workflows using some  of the kit of products my pretend business sells.   So, on this BOM, what do we see? It's for my  "Original Orange Jam", and I can see on the left   here all the products needed to assemble a single  unit. Now obviously I have sugar and oranges plus   a jar, label, and a lid – and this product up  here, the base jelly, I can see is itself an   assembled product with its own Bill of Materials.  Now if I go into that BOM I can see it's a fairly   simple product – but if I were making much  more complex products with lots of different   stages to the assembly Unleashed will let me  build BOMs within BOMs within BOMs and so on.   The other thing I should point out is that in both  of these BOMs I have a line here for labour costs.   Now that's an example in Unleashed of what we  call a 'never diminishing product' which we can   use for things like machine power, labour costs,  and so on – and the reason for that being there   is by accounting for those costs in our Bill  of Materials we're going to have, to you know,   make sure we've got much more accurate  margins when we're making those products.   In fact if you look over here you can see that  there's an account associated with that line.   So my Unleashed account is integrated  with Xero which handles my accounting,   so when I make some of that Orange Jam Unleashed  will make a journal entry into Xero letting   it know how much of my wage costs should be  attributed to my Cost Of Goods Sold account.   Now everything else here is pretty  self-explanatory. We have a quantity of each   component that goes into each unit – for example  I record my sugar in kilograms and use 0.01 of   a unit in each jar – or 10 grams – and this line  shows me the weighted average cost of those units.   Now this is a dynamic figure which changes as I  buy my goods. If I were to buy lots of sugar for   half that price, the cost would go down. Or if  I was just to buy a smaller amount at a cheaper   price it would go down, but less, because  it's weighted ing to the volume I buy.   And actually it's probably worth going into  that product record to quickly show you how   all that works. So if we take a look here, I'm in  my product record for that sugar and you can see   how many kilograms of sugar I have in storage –  and this is how much is already allocated as well,   for example to production runs that are already  planned. And this is how much I have available   to use as well. Now you can also see it's a  component product, which means that I use it   in my assemblies. If it was also something  I made from raw ingredients I'd have to tick   'assembled product' as well, but I don't do that,  I just I just buy it in bags. Now this tick here   shows me that I always batch track my sugar  – and I'll show you a bit more on that later.   And actually, this is useful, right down the  bottom here I've got multiple units of measure for   my sugar. You can see my base unit is in kilograms  because that's how I use it in my business,   but when I buy it I actually order it in pallets  – so a tonne at a time – so with that set up I can   have my purchasing working in pallets, but they're  automatically converting to a unit that makes more   sense to me when they're actually arriving. Now  there's lots and lots in here – if we take a look   at the inventory tab here you can see that these  are all the locations I've got my sugar stored.   Now some locations are running low... and that's  my contract manufacturer's warehouse there...   and some locations are over their maximum stock  levels. Now if we move along to the production tab   this tab shows me all the different  BOMs that products get used in.   And if we switch over to costs you can see over  here that there's a record of every different   price I've paid, how much I've bought, and who  from. All the purchase orders are linked over   here as well and all of that price information  goes into my current cost which pulls into that   BOMs we mentioned earlier. Now let's go  back to that Bill of Materials right now.   So there's lots going on in that  really accurate unit cost over here,   which shows me exactly how much it should cost me  to make a jar of jam and that's going to give me   super accurate margins when it comes time to sell.  So that's a quick overview of BOMs in Unleashed,   now let's use one of those BOMs to  make some of that jam we mentioned.   Now I'm going to go into assemblies, open  an assembly and find the product I want,   and here's all that information that's pulled  through from that Bill of Materials we looked at   earlier. Now taking a step back real quick. What  is Unleashed going to do for us here? There's a   couple of main things we want. Firstly it's going  to tell us if we're short on any ingredients or   parts and help us buy or make more of what we  need to complete the assembly. It's also going   to change our stock records – it's going to reduce  all those ingredients that are going to be used   up and create more of the new product, which is  that jam. And we'll get all the documentation we   need to move on to that next stage in Unleashed,  whether that's pick, packing and dispatching to   our customer or even just sending a work order off  to our contract manufacturer. So let's quickly do   that now – and again if you have any questions  just reach out and we can talk to you in person So first I'll set where my  ingredients are coming from,   and in the destination warehouse I'll actually set  it to my contract manufacturer's Warehouse because   they'll be doing the actual cooking and bottling  for me. And actually a note here for our alcohol   industry viewers – you can see that one of my  warehouses is a bonded 3PL. With Unleashed I   can easily send that product through to be stored  there which will save me buying – paying – those   duties, and when I want to release that and sell  my drinks by having the tax office, you know,   saved as one of my suppliers I can literally just  add my duties as a payment – as a cost – which   then prompts my accounting software to make  that payment right away. But we're making jam   not beer and we need to tell Unleashed how much we  need. I can see my 'can assemble' quantity here,   which is based on my current stock on hand  minus anything I've already assigned to   another assembly. But let's say I want to make  more of that, so I'll put in a thousand units.   By the way I'm making this assembly manually  here but there's a lot of different ways you   could begin this process, for example if you're  kind of a Make-To-Order operator you could be   in the sales section of the software and action  an assembly directly from a sales order that's   arrived – maybe through one of your B2B eCommerce  portals, which are built directly into Unleashed.   But in this case I'm going to do a sort  of Make-To-Stock overview workflow – and I   decided I want a thousand units and I want them  ready by this date here. So the first thing I   see is these red sections which I'll need to  action before I can complete the assembly.   Here now this is telling me that my orange jam  is always batch tracked, which is pretty natural   being a food product, so I need to assign  a batch number and expiry date to it here. And then once that's done over here these alerts  show me that these ingredients are also batch   tracked and I need to decide which batches I'm  going to use inside of this product. Now with my   fresh oranges naturally I'm keen to use my oldest  batches first so that they're used up before they   go off, which I do like this, and I'm going to  do the same with my sugar. Now as a food business   this is a really great process for keeping on  top of any expiry issues and ends up saving you   a lot of money. You can have Unleashed prompt you  ahead of time about expiring batches as well and   of course because that end product is also batch  tracked, if I had to run a product recall that's   also very easy to do. But for now I just want  to deal with these shortfalls in my ingredients.   Now here in the available stock line I can see I  need more lids so I'll just start to order more   here. So what I'm going to do is go through  and quickly order more lids for my supplier   now I could do everything on this BOM up here,  but in this case I only want the lids so I'm   actually going to go into my product record and  go and create a purchase, and pop in my supplier   here, and place the order. Now normally of course  I would have to park that assembly until my lids   arrived but let's just jump forward in time and  receipt that delivery into my warehouse which   means I can now complete my jam assembly and  I've got this nice work order downloaded here,   which I'm going to then email off to my contract  manufacturer. Now speaking of documentation I   can also attach any costs associated with  that production around here in this tab.   Now I mentioned alcohol duties but I could  also add my contract manufacturer's costs   here as well or even another supplier –  perhaps my freight company – and that's   going to keep those individual costs  aligned with my particular product   which then gives me a fantastic ability to, you  know, track the profitability of all my products   no matter how they're made, where they're a  sold, or what parts or ingredients go into them.   So that's pretty much the core of how production  works in Unleashed, there are just a few more   features it's worth touching on. I'll quickly  show you the custom statuses which are useful   because obviously we're running a sort of  digital twin for our real-world factories and   warehouses and things in the real world happen  in lots of different ways. And to help manage   that I've set up different custom statuses here  for my assemblies and you can see that I have a   'testing' status so if I save this assembly under  that category myself or other staff members can   filter to see all those assemblies that might  be sitting in our QA department, for example.   And those statuses are as flexible as you  need them to be – you might have an approval   stage you have to go through, or an entire  purchasing department backing up your production   planning – flexibility is the name of the game.  Now here you can see that I could also disassemble   products basically break down something into  its component parts so I can use them elsewhere. And I can also very easily make  an assembly without needing a BOM.   That's a useful feature you know for selling  custom products – for example racing bikes – where   your buyers might choose, you know, this frame  with that seat, but those gears – by building   the assembly without needing a BOM you can  quickly fulfil that order based on what you   have in stock and cost-out the end product on  the spot. Finally if you have a look over here   at this list of BOMs you'll see that I have  several that are kitted or bundled products.   Here's my five-pack of different jams and the  tick on 'Can Auto Assemble' just means that   I can sell those products without having to  physically put them together until I need to.   Unleashed is nicely set up to help here as that's  one of the ways, you know, businesses work. And with that I think I'll end the tour. I  hope that was a useful run-through of all the   different ways Unleashed supports your  manufacturing business – remember it's   just a fraction of what Unleashed can do.  There's lots of other functionality here,   so check out the other videos if you want  to see more, or simply jump on the link   here and start a free guided trial to see  what the software can do for your business.