Pricing is based on the calculation of manufacturing costs, contribution margins and target sales prices under considera-tion of raw material and spare part sur-charge policies and external services, with differentiated price components designat-ed to cost pools. OPTI Sales has a com-prehensive price list functionality, based firstly on customary prices for that sector, e.g. the going rates for aluminium and other metals. The current exercise price and the daily metal price are automatically taken into consideration in orders and de-liveries. Secondly, current metal and ener-gy price agreements can be recorded indi-vidually for each customer and material.

All prices are stored along with a validity date, and any changes are archived.

Quantity scales are provided for basic prices and other price components.

The preparation of offers in response to incoming enquiries is controlled by a workflow which covers all of the depart-ments involved from Sales, Product Development and Calculation, Tool Management/Construction and, if appli-cable, Purchasing. The progress of differ-ent tasks is monitored with respect to their completion dates, so that offer deadlines can be met. Similarly, any changes in the course of negotiations with the customer are recorded and follow-up dates are not-ed by the system for automatic reminders.

Customer call-off orders communicated by EDI to make-and-hold orders are proc-essed directly and are available without delay for production scheduling. Details of order confirmations, delivery notes, invoices and credit memos are also com-municated to the customer by EDI.

Planning System

Warenw

irtschaft PPCSys

tem

ToolsAdministration

Controlling

Logistics

Calculation | Groups

Product PlanningStructure | Resources Plan

Production PlanningProduction ControlTime Management

VertriebLagerverwaltung

Einkauf

Warenw

irtschaft

VertriebLagerverwaltung

EinkaufSales

Warehouse Man-agement

Procurement

Resour

SalesWarehouse Man-

agementProcurement

En

terp

riseR

esource Planning

QualityManagement OPTI

The OPTI Sales Package provides a reli-able and clear instrument for preparing offers, processing orders, organising ship-ping and invoicing. It supports all types of order such as trial and first sample, individual, run schedule header and make-and-hold orders, not only for products but also for tools and models, and for a varie-ty of logistical principles such as preview, firm order, consignment stores or trad-ing goods. The comprehensive information system offers a quick and up-to-date over-view of all processes between the compa-ny and the customer.

SALES

OPTI Sales is part of our Supply Chain Management solution. The core competen-cies of this solution lie in the visualization of a complex price calculation, in the work-flow between calculation and sales, and in its interfaces to PPC and Inventory Man-agement.

All essential data including addresses and contact details, terms of delivery and payment are stored in the customer mas-ter, with automatic language and currency adjustment depending on the country. If a financial accounting system is integrated, a customer’s credit limit is monitored in conjunction with their outstanding invoic-es. The distance to every delivery address is recorded in the system for the purpose of calculating shipping costs.

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RGU GmbH

Karl-Harr-Straße 1

44263 Dortmund

Fon +49 (0) 2 31.4 19 97 0

Fax +49 (0) 2 31.4 19 97 99

info@rgu.de

www.rgu.de

RGU – Your partner for consulting and

programming in the foundry industry.

The OPTI system offers interfaces in compliance with VDA standards, whilst interfaces to many popular EDI packages are available for communication in other data formats.

Any changes made by the customer to quantities and deadlines are communicated directly to the Scheduling together with the Production Scheduling and Control. As these changes to quantities and deadlines are being recorded, the system checks their plausibility, e.g. have procurement trans-actions already been initiated? Has produc-tion begun yet? What are the current stock levels?

In the Shipping Order program several delivery notes can be summarized into a single dispatch order and a transportation for the delivery selected. Shipping Order also enables the user to create the appro-priate delivery notes either per order or as a combined orders delivery note. It is also possible to complete shipping orders and combined orders delivery notes over an extended period. A number of different printing functions for packing lists or storage accessories are available in Shipping Order. When a ship-ping order is created, stock accounts are booked for the loading equipment and con-tainer for each shipment and customer.

Freight calculation is based on rate tables, with the distance to a delivery location and the quantities to be transported also influ-encing the freight costs.

RGU.OPTI creates suppliers’ declarations in several languages as proof of origin for export companies. If addresses for a sup-plier’s declaration are recorded in the cus-tomer master data, the long-term suppliers’ declarations can be printed automatically. This requires only the additional specifica-tion of the year of validity. The annual dec-laration covers all active finished parts. For new parts recorded in the current year or for reactivated parts, a separate supplier’s declaration can be created.

For the calculation of commission a record of the commission rates for each sales rep is kept. Each price portion is defined in the orders and price sheets as relevant or not relevant to the calculation of commission. The monthly commission report shows the commissionable sales volume per custom-er and rep.

Research functions offer online access to the status of every order, to details of pro-duction progress and to information about stock levels, both where external agents are involved and in the consignment warehouse or the company’s own storage.

Management has a quick overview of sales volume and revenue according to custom-er and merchandise category, which is also linked to a profitability analysis for the item – an extremely useful management tool. The Online Information System and Report-ing allow extensive research as standard, with additional tools for more specific re-quirements.

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Screen from the Information SystemPreparation of offers

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