E2 Shop Brochure

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estimating, quoting & order processing | inventory & purchasing | scheduling | data collection, time & attendance | shipping

| complete accounting | costing & job tracking

Total Shop Control


Right at Your Fingertips
Thank you for your interest in Shoptech Software, the largest privately held software
provider in the nation.

Created
Through this brochure and our live demonstrations, you will see, feel and experience the
most comprehensive, user-friendly and intuitive shop control package on the market. After
all, our product began its development process in 1984 in a job shop, by shop people. The E2
Shop System is now used in over 7,000 shops worldwide.

Our simple philosophy remains the same today as the day we opened our doors:

in a
Employ the most knowledgeable and experienced industry professionals to deliver a
product that is powerful yet flexible

Continually invest in current and emerging technologies

Stand behind our products with exceptional customer support and service

shop...
The same individuals that created our product in a real-life job shop continue to develop and
improve our software today.

Our industry experts share over 50 years of combined experience in the manufacturing
industry. Simply put, we know and understand the needs of todays shop owner better than
anyone else. Weve even got the chips in our boots to prove it!

by shop
Now that you have had an opportunity to read through our brochure, we invite you to
arrange a personalized demonstration of our product with your area sales consultant. We
also invite you to visit us on the web at www.shoptech.com for the most complete and
current information about our company.

people
We sincerely appreciate your interest in our products and look forward to establishing a
mutually rewarding relationship with your company in the near future.

Shoptech. The Authority on Shop Floor Control

Very truly yours,


The Executive Team
Shoptech Software

Phillip M. Hutchinson Rich Ehemann Greg Ehemann Paul Ventura


President & CEO Chief Technology Vice President Vice President
Officer of Sales of Marketing

George Wells Angie Asher Robert Lewis Todd Harris


Vice President of Vice President Chief Financial Vice President of
Account Services of Services Officer Software Development
Whether its your front office or shop floor that youre
concerned about, the fully integrated E2 Shop System takes The E2 Shop
the uncertainty out of shop management. Development of
the E2 Shop System dates back to 1984. Our shop specific
software was developed from an actual shop experience,
System enables
real-life shop situations, shop know-how and shop needs.
Both shop owners and shop users participated in the shop owners to
creation of this unique software. Today, shop owners and
shop users continue to play a vital role in transforming
suggestions into product enhancements.
effectively control
The E2 Shop System includes features found in no other all aspects of shop
software product of its kind. The features we have included
make our system incredibly comprehensive, yet user-
friendly. You will have the information you need in a relevant,
activity, while
simultaneously
consistent and informative format in a matter of seconds.

Because our system is 100% Windows-based, it is incredibly


easy to learn and use. Point and Click convenience appears
throughout the system, virtually eliminating the need to rely and effectively
managing
on a keyboard. The E2 Shop System gives you the power,
flexibility and speed to access all the information you need
to manage your shop. . . profitably. Due to this experience,
we can honestly and proudly say that we deliver a product
like no other. profitability.
Whatever
Its nice to have a
package that does
everything for you
If youre serious about

your size,
growing your business,
you need a system
like E2.
Rick Hall,
Hall Machine,

weve got
San Diego, CA

Once we discovered E2

you covered. we knew right away weve


found the right system
to run our shop with.
With the ease of use and
excellent support we were
up and running in three
days and never looked
No shop is TOO SMALL back. Honestly, I dont
know how any shop can

for our BIG RESULTS exist without a system


like this.
Martin Ryba
M-1 Tool Works, Inc.,
McHenry, IL

Open Here
for an
E2 overview
Flexible & Modular to Meet Your Needs

Estimating, Data Collection,


Inventory & Quality Job Costing & Shipping Complete
Quoting & Order Scheduling Time &
Purchasing Control Job Tracking Accounting
Processing Attendance

Generate Tie together A built-in Keep an up to Manages Control Create Packing Integrated
estimates that inventory and Scheduling the minutes specific areas workcenters and Slips and Bills of Accounts
capture job specs purchasing taking Whiteboard picture of current of engineering print the reports Lading with the Receivables,
and profitability the guesswork out provides real time activity and the and supply-chain you need from click of a button. Accounts
from step one of ordering. capabilities in entire job history. activities for the job schedules Payables and
and create orders seconds. sole purpose to almost any General Ledger
without delay. of improving summary you for complete
business can think of. control.
performance and
profitability.

E2 allows us to follow our product from the Our business and customer base has grown
quote to shipping it out the door. Tracking has considerably over the past several years and we
become so efficient it has cut down on labor have kept up with this rapid growth with the use
costs and paperwork. of the E2 System.
Jennie Shade, William E. Carling,
Cole Tooling Systems, Inc. Tri-Kris Company, Inc
1 2
Estimating, Quoting & Order Processing Inventory and Purchasing

Accuracy is the key element in ensuring Whether you need raw materials or
your profitability. The E2 Shop System finished goods, the E2 Shop System
takes the uncertainty out of estimating handles inventory and purchasing in a
by utilizing pre-set rates for: snap. Each part or material number can
Burden Rate be stored alpha, numeric, or with special
Labor Rate characters.
Quantity Breaks
In addition, each inventoried item can be stored in multiple bin
Set-up Time (Up to 10 Different Rates Available) or lot locations. When inventoried items are allocated to a job
Run/Cycle Time (Up to 10 Different Rates Available) or finished goods are sold from inventory, the E2 Shop System
stores the history of where the raw materials or finished parts
Outside Services were pulled from. This eliminates the guesswork when quality
Sales Commissions control becomes an issue.
Any estimate you create in the system will automatically use You can easily generate your Purchase Order with Point
these pre-set values. Do you have a rush order, or special and Click convenience. If you want to shop around for the
needs on a job? Simply change these rates on the fly to fit best prices, you can issue an RFQ to a variety of vendors to
FEATURES INCLUDE:
Extensive note or memo fields for job specific
those special needs. Future estimates will default to the pre- In the past all of our determine your best price.
set values.
notes and part descriptions
Once youve entered your part specific information into the jobs were on different
Customized routing sheets that detail the
system, the system will:
movement and progress of a part from
machine to machine or to and from an
software spreadsheets
Calculate the cost to produce the part
outside service
Ability to copy full or partial routing sheets Calculate prices for multiple quantity breaks per part which required a lot of
from previous jobs
Output of supporting documents such as
Adjust profit margins at each quantity break
effort to calculate the
Create a quote with the single click of a button
AutoCAD drawings, inspection forms,
or documents from more than 160 other E-mail or fax a quote directly from a workstation
inventory. Today the
applications programs
inventory is all contained
Default options that will generate a pre-set
job number for every order
Getting the order to the floor...
Job Traveler forms that give part numbers, Youve received the go ahead from your customer. Now you within E2 and is accurate
notes, delivery dates, quantities, part history have to get the order into the system and out to your shop
and bar coding floor. The E2 Shop System allows you to turn a quote into an and easy to compute.
WINDOWS is a registered trade name of Microsoft
order within a matter of seconds with Point and Click ease.
Corporation
Any job documents required for the job can be attached to the Since the inventory is easy
ADDITIONAL FEATURES INCLUDE:
order with the same point and click convenience allowing
Billing rates can be entered with time ticket you to create a complete job folder.
to account for, it makes
records for true time and material billing
Each router can have its own unique efficiency individual job costing
rate specified when routing a part
Each workcenter step may have its own scrap much more accurate and
percentage specified
Unlimited multi-level bill of materials timely which always was
Job Numbers are automatically incremented
with each line item on an order behind in calculation.
Materials may be allocated to the job during Michael Kelmigian,
order entry, ensuring any available inventory Orlandi Gear Company
is accurate
3 4
Scheduling Data Collection, Time and Attendance

Our Scheduling Whiteboard, which is The E2 Shop System is so flexible that


accessed through our Quick View time tracking can be done in three
feature, allows you to view a snapshot of different ways:
Manual data entry from timecards
machine availability in a matter of seconds.
Touch Screen data collection
On-line, real-time monitoring capabilities give you up to the
minute status of: Time Clock data collection
Which machines are occupied In order to manually record time information, users may use
the time and attendance feature built into the E2 Shop System
Which machines are idle
to record clock-ins and clock-outs for daily attendance.
Which machines will be needed to finish parts already
The Time Ticket feature built into the E2 Shop System allows
in production
users to record time information about a job. Through point &
The machines availability can be kept on your screen while click convenience, users can enter:
you simultaneously allocate available time to the part being
Employee ID or code
produced. The Scheduling Whiteboard can also be customized
to view a specific day, week or month. Job number
When allocating time to a job, users can specify forward Step number
Reduced lead time or backward scheduling for a job in order to meet specific
customer or shop requirements. In addition, users may specify
Data Collection has Workcenter

and fast responses are that time left calculations be based on pieces remaining given us precise estimates Set-up times
using the actual time accumulated during the job. This supplies Cycle times
critical in this industry. a much more accurate percent complete figure. concerning our profits Pieces Good/Pieces Scrapped
Each workcenter can have its own days available and shifts
E2 has enabled us to available specified. This allows the user to selectively enable when repairing units as In order to automate this process, both the touch screen and
time clock data collection systems allow employees to track
workcenters for each shift and day of the week.
better schedule the well as the profits when their daily hours, hours specific to operations on a job, and
When your customer calls wanting the status of their parts, machine time through simple on-screen or on-clock data
shop capacity, and track you will instantaneously be able to tell them where their parts building and developing entry. To make it even easier, laser gun readers are available
are, what remains to be completed, and the schedule for which enable your employees to simply scan their bar-coded
the jobs on the floor, all finishing the work. new equipment. employee badges and job information from bar-coded routers.
Larry Goodman,
of which are enabling us The E2 Shop System also contains a Airtek Incorporated ADDITIONAL FEATURES INCLUDE:
to reduce our lead time variety of job related reports including: Prevent time from being posted to a job that shipped two weeks ago
Job Schedules Get up-to-the-minute time tracking and job costing
to our customer. Backlog Summaries Access real-time information from the shop floor
Mike Irion, Know the labor costs with pinpoint accuracy
Machine Loading
Senga Engineering The E2 Shop System can also be set up to flag and detect overtime.
Margin Summaries When an employees hours exceed 40 for the week, overtime can then
Hourly Rate Summary be charged to the job being worked.

Order Entry Summary


Production Summary
Shipment Summary
Each report available within the system can be queried based
on user specific criteria. You can look at all your jobs at once,
or generate a report specific to a customer, part number, date
range, due dates, etc.
5 6
Quality Control Job Costing & Job Tracking

E2 Quality is a fully integrated quality Youve completed a job and shipped


system that manages specific areas of it to your customer. Better yet, a
engineering and supply-chain activities for new customer wants you to make a
the sole purpose of improving business similar part that you made for another
performance and profitability. customer three weeks ago. Are you
The E2 Quality Module addresses quality assurance and making a reasonable profit? The answer
activities with regards to customers, vendors, employees, work
centers, tooling and document numbering and control. to that question is only a click away with
Effective quality management supports business growth the E2 Shop System.
and improves customer satisfaction
Within seconds, you can display:
Easily collect, control and analyze quality data
Past Job Information
Reduce production costs by identifying quality problems
Labor Rates
earlier in the production process
Burden Rates
Maintain consistent workflow from engineering through
final delivery to the customer Material Costs
Many of our customers Identify and control possible problems before they affect E2 has been extremely Machine Time

require ISO 9000 due dates or quality ratings


effective in keeping Operators
Share quality information and encourage team Scrap
certification, or at least collaboration up with job costs and Profit or Loss
some equivalency. Cut down on reworks and returns
is used in most day- In addition, the E2 Shop System contains the following Job
Schedule and track all preventative maintenance Cost reports:
Weve always been able to-day operations. It Billing Rate Summary
to pass their audits, Rapid Documentation System is user friendly and I Estimated vs. Actual Summary

but with E2, I feel we An additional option with the Quality Module is the Rapid strongly recommend
Work-in-Process Summary
Documentation System. The Rapid Documentation System Cross Reference Part Descriptions
can build this up and provides all documents required to implement a Quality E2 to any shop in the Margin Summary
Management System fully integrated with the E2 Shop System.
be able to meet their Ask your sales representative for more information! manufacturing field. E2 Outside Job Cost Summary

expectations in a very keeps management up to


fast and professional date on costs and saves
manner. us time, it is an asset to
Pat Morris,
Avenger, Inc. our company.
Mashelle Belle,
Florida Plating & Machining, Inc.
7 8
Shipping Complete Accounting

Finished parts ready for shipping are Each E2 Shop System includes a
detailed on a delivery ticket that includes: complete and comprehensive accounting
Quantity Ordered system specifically designed for job
Quantity Shipped
shops.
Back-order Quantities
However, our developers have ensured that all accounting
Shipping & Billing Addresses functions within the system are based on Generally Accepted
Purchase Order Numbers Accounting Practices. The accounting system includes:

Carrier Accounts Receivable

F.O.B. Point Accounts Payable

Complete Bill of Lading General Ledger

The E2 Shop System is designed to display all line items that Check Writing
are being shipped. Furthermore, users can even cancel item Payroll Interface
quantities at the time of shipping. This eliminates the problem
Since the E2 Shop System is fully integrated, all shop
of having inert open orders in your system and is especially
information is stored on the system, eliminating the need for
useful when customers have specified a +/- tolerance in
double entry of data. In addition the following reports are
Over the past twelve shipping quantity.
Our accountant loves our available:
Balance Sheets
months our on-time E2 system. On January 1st,
Aging Summaries
delivery has improved we just push a button to Income Statements

11%, while at the same close the yearno waiting Check Summaries
Bank Reconciliation
time our shop efficiency until April tax time, like Cash Flow Analysis
level has increased by other companies. Budget Analysis
John Bauman, Trial Balances
23%. E2 has allowed us Advanced Machine Inc. Vendor Invoice Summary
to effectively control all Sales Summary

aspects of shop activity, Deposit Summary

while simultaneously
QuickBooks Option
and effectively taken
E2 Shop Control System seamlessly
the uncertainty out of
integrates with QuickBooks making the
shop management.
Brandy Tidball,
transition quick and easy.
Axxis Corporation We have a number of customers that love their QuickBooks but
are looking for something more for the shop floor. E2 can handle
all of the quoting, scheduling, barcode data collection, job
costing and inventory, and QuickBooks can manage all of the
accounting. E2 and QuickBooks work together effortlessly with
no double data entry required!
Web and Mobile Options Contact Management

WebView Contact Management


Providing excellent customer service means making them a part of your E2 Contact Management is a completely integrated tool that improves customer
business. Put the power and convenience of the internet to work for you service through the sharing of information and is included with the purchase of
and your customers using WebView. Delight your customers by enabling E2. The key to superior customer service is having everyone: office and shop
them to monitor: personnel, customers, and vendors all on the same page. E2 Contact Management
gives you the competitive advantage when it comes to customer service.
Quotes Submit an RFQ online. Inventory How many of my parts
They automatically queue up on are in stock?
your end for approval. Benefits of E2 Contact Management
Invoicing See outstanding invoices
Jobs See exactly where they are in along with payment history. Start with an easy-to-use, full-featured View and print your schedule by day,
the manufacturing process database with over 50 pre-defined week, or month
Shipping Did my job ship? If fields or create user-defined fields to
Set triggers to remind you of important
so, where is it? What is the UPS meet your specific needs
events, meetings or commitments
tracking number? Track complete customer information
Schedule recurring triggers for daily
Immediate and accurate, WebView delivers answers in real time, driving with unlimited contacts including names,
activities, weekly meetings, and other
company, phone number, FAX number,
efficiencies both you and your customers will appreciate. Of course, you can events in one easy step
address, website, e-mail addresses, and
set the security of WebView so they only see what you want them to see. much more View activity details with an easy-to-
view calendar for individuals and
Store unlimited time-stamped
Improved Vendor Communication notes for each contact to keep
all users

WebView gives Vendors the ability to populate E2 RFQs online which saves track of important conversations Track sales quotes by expiration and
and commitments follow up dates to ensure work is
you time and money. Its as simple as:
getting in the door
Track completed activities for every
Send an RFQ to multiple vendors All the vendor costs/delivery relationship for a full record of Track preventative maintenance on
with the click of a button. information appears in E2 so you conversations, promises and all of your equipment and produce a
have the right information at your follow-ups scheduled maintenance calendar
Vendors fill in their costs on-line fingertips.
without any interaction on your end. Find anyone or any detail quickly using Generate a history log for
Quickview with flexible messages sent and received in
search options the E2 Shop System

Mobile Dashboard Retrieve phone lists, activity reports,


relationship histories, sales summaries,
and more from our standard reports
Shop owners finally have the flexibility and freedom to get away from the or customize the reports to meet your
shop without losing touch with whats going on at the shop. E2 mobile specific needs
is designed specifically for IPads and Tablet PCs. E2 Mobile is the only
mobile app on the market today designed specifically for the ERP shop
management industry.
The popularity of iPads and Tablets has skyrocketed recently and Shoptech has
led the way in delivering this First to Market, Best in Class app that allows shop
owners to view business critical information 24/7, 365 days of the year.
E2 mobile works exclusively with the E2 Shop System and gives shop owners
Executive Overview in the following areas of their business.

Profitability: Who are best customers by Shipping: Are we shipping on time?


profit margin? Hitting due dates is the name of the
game.
Performance: Which employees are
excelling and who is costing you money? Receiving: Are our Vendors delivering
our material on time?
Sales: What has been our sales
performance over the last 12 months? Are Labor Reporting: See whats going on
things trending up? in your shop LIVE 24/7, 365 days of
the year? Whos in the building but not
Backlog: Are things drying up in a few
logged onto a job?
weeks? Do we need to get more work in
the shop? Quality: Are we producing quality parts
for our customers? Is our scrap low?
Quoting: What percentage of quotes are
we winning? How do all my sales guys
compare?
Enjoy Unparalleled
Support
Customer Care Program
Lastly, but perhaps Your employees will receive: I could not believe

most importantly, the One-on-one assistance from an implementation specialist within


Shoptech that knows everything about your company.
how easy it was
to implement,
shop floor support Priority response time for service and support. understand & use.
E2 has helped us
group is great! There
Priority custom development.

E-learning On-demand web  grow 10% every year

has not been one time training videos. since we obtained


Unlimited priority classroom reservations for two people per class it. We have many
Ive called for help that per company.
new customers
A Monthly newsletter containing important information regarding
I wasnt greeted with the implementation plan, tips and tricks for using the software, links
as a result of our
increased efficiency.
to help papers, training schedules and frequently asked questions.
someone who was We couldnt do it
without E2.
pleasant to deal with Rich Oliver,

and knowledgeable
Oliver Welding &
Fabricating Inc.

about the product.


Ardis E. Tolle
Triangle Engineering Corporation

What Can E2 Do For You?


We help shops of all kinds and all sizes work smarter for
improved efficiencies, greater flexibility and, of course,
bigger profits. E2 delivers what you need to improve how,
when and where you use critical business information.
The
Authority
on Shop
Control
Software.
TOTAL SHOP CONTROL
RIGHT AT YOUR FINGERTIPS

1.800.525.2143
email sales@shoptech.com
web www.shoptech.com
estimating, quoting & order processing | inventory & purchasing | scheduling | data collection, time & attendance | shipping | complete accounting | costing & job tracking

1.800.525.2143
email sales@shoptech.com
web www.shoptech.com

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