When you’re ready to add Machines to your system, go to Settings/Components/Machines.
1. Click the plus sign to add a new machine.
Note: Machines can be used independently on an order or through an assembly.
Machine Types are a library of preset examples that hold all of the calculations needed to run a machine and give you a basic starting point to create from.
Clone from Machine allows you to duplicate a more fully developed component that may not require as many edits to customize.
2. Select either Machine Types or Clone from Machine to create a new machine.
Note: Each type has different Machine Properties or Profiles which will change based on the Machine Type chosen. This article is an example of how to set up a roll printer only.
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3. Click on the item you want to use.
4. Click Select when you’re ready to continue.
5. Enter the Machine Name.
6. Enter the Name on Documents as you want it to appear to customers.
7. Select a different Machine Type here if needed. Note: Once you save this machine, you can no longer change the type.
8. Selecting one or more Categories can help you organize and sort your machines. Note: You can also add machines to categories under Settings/Components/Component Categories/Associated Machines. |
9. Enter the Machine Cost Per Hour. Note: Click the Calculate Cost Per Hour link to use a step-by-step worksheet.
10. Select the Income Account to associate with this machine.
11. Select the Expense Account to associate with this machine.
12. Enter a Price Per Hour, if any, that you’ll charge for stand-alone projects. Example: If a customer comes in to have a project cut or laminated only, this is the base price you would charge for those services. |
13. Select which Machine Labor this machine will use. Note: This will usually be your Production Labor, but since Machine Properties come from machine types, they could differ between types or not be in use.
14. Enter the Leader amount for materials here.
15. Enter the Machine’s Margin here. Note: This is the unprintable area around the edges of the material. |
16. Click the Profiles tab to set up your Run Times, Labor, and your Material Options for each Profile used on this machine. Example: One profile could be for color printing and another profile could be for black and white printing.
17. Create any additional Profiles you need, then select your default profile.
18. Enter the Machine Labor Percentage or the percentage of time that a person is sitting with the machine while it's operating. This helps determine how much labor is being used. Example: If an employee is using a roll printer, they may work with this machine 30% of the time while it’s running, as opposed to using a cutter where they’ll need to monitor it more often.
19. Add One-time or Per Piece Setup Times per job, such as loading a roll, warming up the machine, etc., if needed. 20. Click Setup Run Speeds or any other added features such as Cut Complexity. |
21. Check the Auto Calculate Waste box and enter the Default Scrap % if you want to maximize the materials used and reduce waste. 22. If your machine uses ink, you can designate which ink is being used and the percentage of fill for that ink. |
23. The Instances tab gives you a place to enter and track useful details about this machine. Example: If you have two or more of the same machine model (HP 1 and HP 2), then one instance could be the older machine and one instance could be the newer machine.
25. Click Save when you’re finished creating your machine. |