ProENTRY Echelon IV  

Integrated solution for

          Order Management, CRM, and Manufacturing

G. Fasolt and Associates
717-412-1972

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Features and Benefits

GeneralOrder ManagementCommunicationsConfigurator
General Features and Benefits
ProENTRY IV is designed for the unique needs of the cabinet industry.ProENTRY IV does not force you to compromise your business practices and pricing models as does general purpose software and software designed for other industries.

Dealers are not impacted by extensive policy and catalog changes.

First Order Technology™ assures that service orders, reorders, add-on orders, and repeat orders are correct the first time.Traditionally these types of orders are ripe with pitfalls, which can delay project completion, hold up payments, and erode profits. First Order Technology™ assures accurate, repeatable, order entry and pricing, and prevents errors in these orders. You and your dealers profit when orders are entered correctly the first time.
Orders are automatically routed through your organization and the appropriate departments are notified as key, user-defined tasks are completed.Dependence on manual processes is eliminated along with the concurrent errors, omissions, and delays. Employees throughout the organization are continually apprised of their workload and priorities. This assures rapid order turnaround and excellent customer, service while reducing supervisory requirements.
Extensive private label support enables you to publish unique catalogs for specific customer types, geographic regions, or individual dealers.Create any number of catalogs with unique names, branding, and content.  Change any number of product names and/or descriptions. Apply unique pricing by catalog. You benefit by keeping your dealers competitive, opening new markets, and avoiding conflicts in the marketplace, while limiting price shopping by consumers.
Sophisticated user access control and security makes ProENTRY IV secure.Flexible, user-defined security and access control at multiple levels including individual screens, entry controls, and browse-columns is available. Access can be managed with user groups, work groups, and expiring passwords to minimize administration. You control who has access to your data.
The refined and specialized user interface masks the complexity, dependencies, and technical details typical of cabinet order entry and product configuration.Error reduction and reduced training and staffing requirements mean reduced costs, faster turnaround, and more responsive customer service.
Sophisticated reporting capability

Built-in reports are highly configurable and may be supplemented or replaced by custom reports accessible from within ProENTRY IV's menus and task panels. Reports may be configured to print automatically, based upon order status.

Availability of reports is controlled by order status, customer type, and by user access controls.
Integrated report archivingRetains archival report information, allowing exact recreation of reports without the need to create and file paper copies.
Changes in client addresses and contact information do not overwrite historic data.ProENTRY IV retains important historic data so that older quotations and orders retain their integrity.
Fourth generation MS Windows productUnlike some competitors' older applications ported to run under Windows, ProENTRY was developed specifically for Microsoft Windows™ and takes advantage of the technologies this makes available to help you get the most from your IT investment.
Data import and export using XML technologyKey data may be imported and exported using industry standard technology. This assures that data is readily shared between applications and even platforms.
SQL Database

Robust, industry standard database assures high performance, scalability, security, and data integrity

The ability to integrate with enterprise solutions and other applications and dashboards means ProENTRY IV is your partner for the long haul.

Unrestricted data access for custom analysis and reporting enables you to innovate and develop solutions for your unique needs.

Alternative SQL backend support may be available.

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Order Management Features and Benefits
Clients, quotations, orders, and messages are all displayed in one window along with our mini-dashboard.Provides an efficient work environment with immediate access to the most used information and functions. This saves time, eliminates errors, and reduces costs throughout your organization.
Catalog and product configuration assure only valid specifications, products, and modifications are permitted in orders.Order entry errors are virtually eliminated while reducing the skill level required to perform quotation and order entry.  This reduces customer service staffing requirements, saves time, and makes it possible for dealers to create clean orders themselves.

Errors and invalid specifications are highlighted and presented to users in exception summary windows. This assures quick and certain resolution.

Pop-up reminders notify department members of new orders, their department's current workload, and new messages requiring attention  ̶  even if ProENTRY IV is not running.Delays and oversights in order processing and communications are eliminated. Turnaround is accelerated service is improved.
Variations of quotations can be created with a single mouse click.Saves time and prevents errors by creating any number of variations of a quote, including only the desired content, without losing valuable specifications  ̶  especially valuable to dealers.
Quote to order with one mouse click.Quickly create orders without introducing typographical errors.

The original quotation is retained for reference and the derived order is displayed in a hierarchal fashion, making the relationship immediately understandable.

Structured workflow controls the status of orders with one or a few mouse clicks.Orders are automatically transferred to the appropriate department as order statuses are updated. Processing is therefore completed in a logical, repeatable sequence, thus assuring predictably successful order fulfillment.
Dimensional data entry is done in familiar units of measure (fractional or decimal inches or metric or feet and inches).Users enter dimensional information in any familiar format and the value is automatically formatted to reflect your minimum dimensional increment and displayed in your standard units of measure, thus eliminating errors and delays.
Spec-Groups™Originated in ProENTRY 3, Spec-Groups™ enable mixed specifications in quotations and orders while providing structure and a clear delineation of specifications. This prevents miscommunication and errors while eliminating the need to create multiple orders to accommodate mixed specification orders.
Credit checks and invoicing can be performed automatically.Delays and omissions are eliminated in these critical functions, improving service and cash flow.

Dealers may be tagged as COD, marked for credit reviews, and placed on credit hold.

An optional credit card processing module is available to speed order processing and reduce credit issues.

Addresses for sold-to, billing, shipping, and shipping by Spec-Group™.Accommodates complex orders with different sold-to, billing, and shipping to addresses without manual edits or special procedures.
Secure remote accessAuthorized remote users are able to enter, view, edit, submit, and accept acknowledged orders, as well as check order statuses and print contracts and invoices for their clients.

Orders submitted for review or accepted by remote users are immediately available to your customer service reps for processing, improving turnaround while eliminating typographical errors and delays.

Extensive use of relation trees, lookup windows, auto-completion entry fields, and drop-down listsRelation trees display the relationships between clients and their quotations and orders in an immediately recognizable and familiar visual manner.

The derivation of orders and service orders from quotations and other orders is presented in a hierarchical fashion in order to present each order's history in a visual manner.

All fields requiring entry of structured data incorporate auto-completion and lookup windows or drop-down lists to assure that only valid entries are made.

This makes ProENTRY IV easy to learn and efficient to use.
Client and order locators, search capability, query by example, and user sorted listsLocating specific clients, quotations, and orders is quick and easy.
Wizards and user configurable windows collect critical information in a logical and controlled sequenceProvides structure and control in order entry, thus preventing errors and omissions. Reduces the level of expertise required for accurate order entry.
Produce doors only

Users of the optional manufacturing capability can produce only the doors and/or drawer fronts for a specific product or products in an order. It is possible to select an individual door or drawer front within each product.  Doors and drawer fronts ordered in this way do not require manual entry of specifications and dimensions.

Combined with First Order Technology™, this assures that replacement door orders are correct the first time.

Edit and insert parts in ordersUsers of the optional manufacturing capability can view, edit, and insert custom parts within the context of orders.
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Communications Features and Benefits
PMail proprietary messaging captures all communications and other documentation associated with orders.Important communications and documents become permanent elements of quotations and orders and are immediately accessible.
Communications and documentation are available to all users.Unlike email and instant messages, PMail messages associated with orders are visible to all users, so that important information is not concealed or lost.
Supports intra- and inter-company communications.PMail may be used between employees within your company, between divisions, and between dealers (remote users) and your employees.
PMail can be included in routine reports.Include PMail messages in routine reports when unstructured messages such as special instructions might be beneficial in preventing errors and omissions.
Pop-up reminders notify users of new messages requiring attention – even if ProENTRY is not running.Delays and oversights in order processing and communications are eliminated. Turnaround is accelerated and service is improved.
Improved communications and faster response time with dealers and within your companyBuilds customer loyalty. Makes price less important in the purchasing decision.
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Product Configuration Features and Benefits
ProENTRY IV catalogs can mimic your printed catalog layout.Supports the full range of typical cabinet catalog organization, content, and relationships, while keeping your catalog familiar and understandable to employees and dealers.
Unique Master Catalog / Working Catalog paradigm multiplies catalog development efforts and slashes maintenance.Any number of Working Catalogs may be derived from a single Master Catalog.

Working catalogs may be a subset of a Master Catalog and can represent different specifications, prices, and options.

Changes to Master Catalogs are immediately reflected in all derived Working Catalogs, dramatically slashing maintenance.

This means that variations of your basic catalog, private label catalogs, and price increases are all handled without reentering data.
Full range of contentIn order to accommodate the full range products offered by cabinet manufacturers, ProENTRY IV supports the following catalog content:

● Catalog divisions and subdivisions
● Door styles, drawer fronts, and hinging options
● Door and drawer front edge, bead, lip, and raise details
● Finish groups, finish materials, and colors
● Finish sets
● Finish premiums
● Premiums
● Products (cabinets)
● Modifications
● Accessories
● Decorative and functional hardware
● Subassemblies and parts (optional)
● Shipping, installation, and services
● Text and graphics for specifications and instructions

Parametric catalog content definition Provides nearly unrestricted control of catalogs, products, modifications, manufacturing instructions, and business rules.

Parameters referenced in catalog content can automatically build custom input screens. This means you can prompt users for input and validate the data entered. Data entry may be controlled with drop down lists and check boxes.

Parameters may be associated with nearly any catalog content, so you may override parameter values at virtually any catalog level, in both Master Catalogs and Working Catalogs.

Any number of parameters and expressions may be defined; therefore, your catalogs are not limited by artificial barriers.

Parameters may be expressions and may reference other parameters as needed.

Parameters are supported by a sophisticated expression editor and a robust set of language functions. Cross reference facilities simplify maintenance.
Modifications, finish premiums, premiums, and finishes modify product characteristicsAllows you to dynamically alter products based upon the selection of modifications, premiums, finish premiums, and finishes in orders.
Extensive control of catalog content availability in ordersAllows you to control the availability of finishes, premiums, door styles, door details, products, modifications, and hardware in orders.
Multi-Product wizard and the ability to copy complex catalog contentQuickly populate your Master Catalog and reduce maintenance.
Extensive use of imagesAids in quick product recognition. Helps to eliminate errors and makes it easy to develop brand recognition. Image library provides centralized management and editing of images.
Setup AssistantThis sophisticated tool provides a highly structured and controlled approach to setup and maintenance. You save time as ProENTRY IV delivers benefits as quickly as possible, while avoiding pitfalls and omissions.
User defined finish locations

 
Define as many finish locations as required (such as outside, inside, door or case edgeband, etc.) for which to prompt users for specifications in orders; you are not restricted by any preconceived number or locations.
Tight integration with 20-20's ShopWare Product Planner (optional)Leverage your investment in Pattern Systems' software and your existing design catalogs by integrating them with ProENTRY IV.

Extend the usability of Product Planner beyond the order volume typically supported by eliminating the bottleneck of manual order entry.

ProENTRY enables you to quickly import Product Planner design data into your ProENTRY IV catalogs and update it as required. ProENTRY IV suggests parameters you might wish to use in your ProENTRY IV catalogs.

Allows substitution of plain English, user defined prompts for Product Planner parameter names in order entry. Allows you to control input with tools such as drop down lists of options and check boxes. Allows validation of parameter values entered in orders based upon your rules. Validation may be customized for each product and modification.

Imported Product Planner parameters and products are used to collect data in ProENTRY IV which is required for Product Planner jobs. Data collection is subject to the constraints and options you define in ProENTRY IV. This eliminates the need for the time and technical knowledge required to enter jobs directly into Product Planner.

Units of measure are automatically converted when exporting to Product Planner.  For example, you can manage orders in fractional inches or feet and inches and maintain your Product Planner design files in metric or decimal inch units.

Because ProENTRY IV communicates with Product Planner using the same parameters used to define Product Planner products, you may be able to reduce the scope of your design files and the associated maintenance by parametrically generating the desired products and maintaining fewer designs.

A single ProENTRY IV product may represent any number of Product Planner products and thus presents the possibility of engineering very complex products in Product Planner while simplifying your design files.

ProENTRY IV modifications can intelligently substitute one Product Planner product code with another, thus making it possible to substantially reduce the complexity of individual Product Planner products.

Create Product Planner jobs containing all or as much of each ProENTRY IV order as desired.

ProENTRY IV not only allows you to batch orders and Spec-Groups™, but keeps track of the generated .ext files and provides a management center for them.

Manufacturing data (optional)Subassemblies and parts as well as their quantities and dimensions are entirely user defined. These may be defined parametrically, so you can model your construction and standards accurately.

Assign subassemblies and parts to a catalog division or subdivision — and they are automatically applied to all products within that division or subdivision — saving considerable time with initial catalog configuration and with maintenance.

All part definitions incorporate individual surface and edge finishes, as well as machining program data, allowing you to accurately model the details of your products.

Unlimited, indented bill-of-material levels and content reflect your requirements and practices.

Reference any part or subassembly in any number of  products or subassemblies, yet maintain it only once to reduce configuration time.

Parts data and purchasing requirements are immediately available upon order acceptance.
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Specifications subject to change without notice