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Scheduling and Shop Management

Your Very Own Dry-Erase Marker

Job Shop ERP Guide2023 6 Header

When a customer calls and wants to know their job(s) status, it’s important to have the information instantly available without having to go on the shop floor and see for yourself. Many companies use manual visual scheduling tools such as cards, color-coded magnets, or just writing on a whiteboard. Today, shop management software provides the same visual benefits as a scheduling board but with a computer's real-time accuracy and speed – and no dried-out markers. 

There are many different techniques for shop scheduling, including forward/backward, finite/infinite, and user-defined “tie-breakers” when multiple jobs are competing for the same resource. Another important feature is the “what if” simulation that allows you to answer customer requests for promise dates. It’s important to have the option of selecting the best method for your business and not be forced to use a specific method that doesn’t apply or suit your needs.

Viewing job status is only useful if the data collected on the shop floor is current and accurate. Shop floor data collection equipment gathers up-to-date job tracking and costing information and ensures that time is booked for the correct job. The system you choose should be flexible to allow for multiple shop floor data collection methods, from manual timecards to data collection devices, scanners, and touchscreens on a PC. Many shops desire a paperless shop floor that enables workers to view all the information they need on a computer screen at their work center: job schedule, work instructions, CAD drawings, and images.

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Key Questions:

  1. Does the system provide multiple scheduling methods?
  2. Does the system allow for user-defined "tie-breakers"?
  3. Does the system provide "what-if" simulation?
  4. Can you view the load and capacity of your shop in a visual format?
  5. Does the system provide for integrated shop floor data collection?
  6. Does the system support a paperless shop floor?

The 10-Point Checklist