Transcription
CONFIGURATOR SOFTWARE
Configurator system Supporting full product deliverylifecycle, from sales throughproduction to installation on thecustomer’s buildingHandling sales, orders, production,purchasing, complaints, service Integrated tool for sales, order office,production, service teams andmanagementWeb-based applicationwith desktop/PC production floormodule and machine integrationServicerequestComplaintsLeadFor manufacturers and distributors ofcustomizable products like sunshading iceQuote/offerService/installationPlace ckagingshippingInstallationDiagram: Order /delivery lifecycle
User’s main screen – statusoverview and current tasksEach user sees information relevant to hiswork and responsibilities,
2. SALES AND ORDERINGConfigure, price, quote[CPQ] functions Versatile product configurator, already about 100 products ready touse / reuse Customizable for any product types and any parameter validationrules Pricing, multiple price lists Offer document generator Flexible and adjustable for company needs: products, pricing rules,document templates, translation into customer’s language
Product configurator screens
Pricing and offer creation Pricing is done after configuring products Automatic pricing rules Manual discount / price adjustments Calculation of product and service/installation costs Multiple price lists allowed For own sales teams and external dealers Generate quotes and send via email
Pricing tool
Placing order: aprove and send to accountingcreate production, installation documents
3. PRODUCTION Terminal - dedicated desktop/PC application for production floor Production orders automatically created from sales orders Automatic, online synchronization with the ordering system Production order tracking Barcode system Quick status update by barcode scan Production documents, parts and cutting lists Packaging Cutting table automation / transfer orders tooperator panel
Terminal application for production floor Dedicated for productionorder tracking Synchronized with theordering/configurator system Multiple stations in production
Material size/parts calculation
Barcodes in production Scan label to update status or viewproduction order infoStarted / Fabric cut / Profiles cut /Painted, and so on Terminal station assigned toworkplace/job or shared betweenusers Current production status visible inordering system
Packaging, shipment Production doneNow shippingPackagingShipment labelsUpdate status (shipped)
4. Delivery, Installation, Service Configurator system takes care of full product delivery, fromordering to installing on the building Every order can contain installation details (installationconfiguration) Tools: Assignment of work to installers when products ready for delivery Work planning and tracking status Mobile application for service/installation workers (report status, takepictures) Calculation of installation costs
Service and installationtask management
Service / complaint management Management of complaints and requests for service from customersis integral part of the system Complaint registration, customer self service (www) Documentation, pictures Managing open complaints / requests for service Work assignment to service teams, tracking status Communication with sales and customers Integration with order history Cost calculation
Complaint / service management
5. CRM functions Customer database Sales lead registration and tracking Email communication automation Customer history
6. Other functions Purchasing B2B orders Integrations with accounting / ERP software Machine integration (cutting table) Material usage calculation Reporting (sales, orders, production) Advanced product options configuration Data export / import (pricing, articles, fabrics)
About Unitech Machines Provider of machines, software and expertise to the sun protectionindustry since 1996 Operating in Scandinavia, Poland, Germany About 30 customers: big and small manufacturers and distributorsof sun screening products Teams in Norway and PolandNorway officeSkytta terrasse 2A1481 HAGANPoland officeUl. Ząbkowska 27/3103-736 WarszawaFrode TrangerudTel. 4792867772frode@unitech.asRafał GwizdałaTel. 48602415455rafal@unitech.as
And a bit of historyCompany Unitech founded in 1996 with the business idea of producing anew and smarter cutting machine for awning fabrics. The project wassucessful and the machine is still in production 20 years later. The basicidea was to control the machine by PC instead of PLC, witch made it easyto integrate with business software. Over the years we have developedsoftware for the biggest blind producers in Norway. And since 2012 wehave cooperated with the Italian machine builder SMRE. Our successfactors is strong software and machines combined with the experienceto integrate machines and business software together. We supportcompanies such as Hunter Douglas sol (Norway – awning producer), Lunexas, Nerli group, Norsol solskjerming and many others with software solutions.Frode Trangerud
About Unitech Machines Provider of machines, software and expertise to the sun protection industry since 1996 Operating in Scandinavia, Poland, Germany About 30 customers: big and small manufacturers and distributors of sun screening products Teams in Norway and Poland Norway office Skytta terrasse 2A 1481 HAGAN Frode Trangerud
