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Tutorials

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Tutorials

  • Protrack Dashboard:
  • Uses in-built statistical algorithms to provide all operational calculations.
  • How to see job process tracking?.
  • How to see job process tracking?.
  • Customer Billing:
  • How to generate a Customer Invoice?
  • What would happen if there is no Quote for a part in system and user generates an invoice?
  • Customize:
  • How to customize the visual image/theme of PROPLATE?
  • Dashboard:
  • How to add/remove parts?
  • How to customize Dashboard?
  • How to save parts on Dashboard?
  • Profile:
  • How to change my contact information
  • How to start/stop receiving emails?
  • How to enable or disable two-factor authentication?
  • Customer Management:
  • How to create Customers?
  • How to update Customer information?
  • User Management:
  • How to add/remove users?
  • How to change permissions of user in your company?
  • How to activate/inactivate and delete a user?
  • Parts Management:
  • How to create a Part?
  • How to activate/deactivate Advanced Product Quality Planning (APQP) for a part?
  • How to set-up Part Services?
  • How to calculate Surface Area of a part?
  • How to perform optimal Load Calculations of parts?
  • How to perform optimal Load Calculations of parts?
  • Look Up Load Calculation:
  • How to check the Surface Area (SA) of a part?
  • How to check the Load Calculation of a part?
  • Company Management:
  • How to edit company information?
  • Customer Quotations:
  • How to create a Customer Quote?
  • Shipper List:
  • How to generate a Bill of Lading (BOL)?
  • Advanced Shipper Notification ASN:
  • How to create an ASN?
  • How to edit an ASN?
  • How to receive an ASN order?
  • Shipping:
  • How to print a part certificate (QA certificate)?
  • How to add/edit a shipping company?
  • How to print a blank Bill of Lading (BOL)?
  • How to ship an order?
  • How to set up commitment date for a job?
  • How to change the weight of an order in shipping?
  • How to change the containers and/or handling units in shipping?
  • How to ship multiple orders at the same time?
  • Adv. Product Quality Planning APQP:
  • What is an APQP?
  • Why APQP is important?
  • How to create or edit an APQP?
  • How to take actions on an APQP?
  • How to edit an APQP?
  • How to view details or history of APQP's for a part?
  • Quality Assurance:
  • How to perform QA?
  • How to reject a job from QA?
  • How to view Local inspection readings in QA?
  • Order Entry:
  • How to perform Order Entry of a job?
  • How to release a job for Scheduling?
  • How to split a job?
  • How to put a job on Manual Hold?
  • How to print a Job Traveler?
  • How to attach the reference document for an order to a job?
  • Receiving:
  • How to receive an order?
  • How to edit the receiving details of an order?
  • How to print bin tags of an order?
  • Hold Orders:
  • How to identify the reason of a job in Hold screen?
  • Action options a user can take on a Hold job?
  • How to rework a job after rejected?
  • Scheduling:
  • How to schedule a job?
  • How to bulk schedule jobs?
  • How to remove a job from the processing schedule?
  • How to set up/change process flow of the services for a job?
  • How to upload documents related to an order and retrieve whenever needed?
  • How to prioritize a job?
  • How to change schedule of job on a process line?
  • Processing:
  • How to start processing of a job on a workstation
  • How to finish processing of a job on a workstation?
  • How to put a workstation on maintenance?
  • How to perform Local Inspection?
  • Receiving New Jobs:
  • How to use the Receiving Tab in PROPLATE™ ERP
  • Entering customer details and purchase orders
  • Selecting handling units and container types
  • Inputting shipment weights and piece counts
  • Completing job receipt and order entry
  • Bulk Schedule:
  • Navigating the Scheduling Tab in PROPLATE™ ERP
  • Filtering jobs by status (Ready to Schedule)
  • Bulk scheduling for electroplating and other processes
  • Choosing scheduling lines and setting schedule dates
  • Tips to streamline your production workflow
  • Bulk Invoice:
  • Accessing and configuring billing settings in PROPLATE™
  • Enabling draft invoices and bulk invoicing options
  • Setting up and understanding discrepancy rules
  • Scanning jobs for bulk invoicing discrepancies
  • Creating and sending bulk invoices efficiently
  • PROPLATE™ Receivings:
  • Manual Page Navigation for job lists
  • Advanced Job Search by job number, PO, customer name, or part number
  • Editing Job Information before order entry
  • Sending Emails to confirm orders
  • Deleting Jobs from the receiving screen
  • Batch Upload Documents:
  • How to use the batch upload feature to upload multiple documents at once
  • Ensuring your PDFs meet the file size limitations (25 MB)
  • Organizing job documents with QR codes for easy identification
  • Uploading documents to multiple jobs in just a few clicks
  • Checking successful document uploads with the paperclip icon
  • Maximize document efficiency and keep your operations smooth with PROPLATE™!
  • Job Tutorial:
  • Enabling Draft Invoices for bulk invoicing
  • Configuring Discrepancy Rules to check invoices
  • Running a Bulk Invoice Scan to detect errors
  • Reviewing Pass/Fail status for jobs
  • Creating and sending bulk invoices with ease
  • Documents Tutorial:
  • Navigating to the PROTRACK Dashboard
  • Uploading PDF documents (Max 25MB per file)
  • Using QR-coded job travelers or bin tags for automatic document sorting
  • Previewing, selecting, and uploading job documents
  • Verifying successful uploads with the paperclip icon
  • Receiving Screen Tutorial:
  • Scrolling through jobs manually or using the search feature
  • Editing job details before order entry
  • Sending order confirmation emails
  • Deleting jobs when necessary
  • Management Screen:
  • How to access the customer management screen
  • Adding customer details like name, address, and contacts
  • Assigning a unique customer code
  • Updating, deleting, and managing customer documents
  • Receive New Job Tutorial:
  • How to access the receiving screen
  • Selecting customers, handling units, and containers
  • Entering shipment weight, parts, and total pieces received
  • Completing the receiving process smoothly
  • Bulk Schedule Job Tutorial:
  • How to access the scheduling tab
  • Using the advanced search and filters
  • Selecting divisions, process types, and jobs
  • Bulk scheduling jobs efficiently
Lost time is lost opportunity. Streamline your workflow with PROPLATE™ .
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