Machines are the physical equipment used to create products. Together with Labor and Materials, Machines are used in Assemblies to build products.
Table of Contents
Machine Menu
The Machine menu is where you access the list of all Machines configured in EVO.
Navigate to Settings / Components / Machines.
a. The Search box allows you to find Machines quickly.
b. Add Machine button for new Machine creation.
c. The Settings icon allows you to choose which columns are displayed and to enable Include Inactive or other filters if available.
d. A grid listing existing Machines, including key columns such as name, description, category, and cost-related information.
e. Each row includes an actions button that opens a menu with options such as Clone and Delete. There is no global import ellipsis or Import option on this page.
Machine Details
This tab contains general information about the Machine, such as Name, Description, Machine Type, Machine Category, and associated Income and Expense Accounts. Changes can be made at any time and will need to be saved by clicking the Save button at the bottom of the page. All fields marked with a red asterisk are required.
Select a Machine to open the Machine Screen.
a.Machine Name - Clicking here displays the date it was most recently updated.
b. Files allow you to View, upload, or manage documents attached to the Material.
c. Comments allow you to communicate about this specific Material.
d. More actions include the options to Clone and Delete.
Machine Details Tab
Machine Details
a. Name – This is the internal name of the machine.
b. Name on Documents – This is the visible name to your customers and can be more general.
c. Description – Add more detailed information about the machine. This will be used internally.
d. Machine Type – A library of preset examples that hold all the calculation needed to run this type of machine. This is selected when adding a new machine in the system.
e. Machine Categories – Used for internal organization for sorting your machines for ease during assembly creation and order entry. You may add a category by selecting the Manage Machine Categories link at the bottom of the dropdown.
Accounting
a. Machine Cost Per Hour – This is the cost of the machine to operate excluding labor or disposable costs.
b. Click on the link to Calculate Cost Per Hour. See example below.
c. Income Account – Use the dropdown to specify the income account for this machine.
d. COGS / Expense Account – Use the dropdown to specify the Cost of Goods Sold or Expense Account for this machine.
Example:
a. Monthly Lease Payment – This is the monthly fee to operate and rent this machine.
Note: If you do not have a monthly payment, we recommend estimating a monthly rental amount or a monthly replacement cost.
b. . Monthly Maintenance Cost – Your estimated monthly maintenance contract, repairs, and parts to maintain this machine.
c. Average Daily Operating Hours – An average of daily operating hours, not when the machine is available.
d. Days per Week Your Shop is Open – The number of days per week your shop is open.
e. Work Days per Year Shop is Closed – The number of days per year the shop is closed, such as holidays and Sundays.
Note: Based on the information entered, the worksheet will calculate a Machine Cost per Hour for this machine and will update the field.
f. Click Apply and Close.
Stand-alone Pricing
a. Machine Price Per Hour – This is the price for stand-alone projects.
Example: If a customer only needs a project to be cut or laminated this is the base price to be charged.
Note: The price will only change when using Market Based Pricing.
Profiles
The Profiles tab allows for setting different run times, labor, and material options per profile for this machine. There is no limit to the number of profiles that can be set up for a machine. A profile is selected when creating an assembly.
Note: Initial settings are dictated by the machine type selected when the machine was added in the system which can be changed for each profile.
Note: The default profile is marked with a star.
a. The Add Profile icon allows you to add settings for a new profile. Any changes will need to be saved.
b. The more actions button allows you to Set Default, Clone, Set Inactive, and Delete.
Instances
Instances refer to a useful place to store specific details about this equipment. If you have multiples of this same equipment you can store details for each machine on this tab.
a. Click on the Add Instance icon to add an instance for this machine. Any changes will need to be saved.
b. Click on the Ellipsis for options for an instance, such as Rename or Clone. Any changes will need to be saved.
c. Instance Details – Enter information such as Manufacturer, Model, Serial Number, Location, Network/IP Address, Purchase Date, Service Information, and Has Service Contract.
d. Click Save when finished.