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Increase Production Visibility

Does your business operate within the manufacturing sector? In recent years, the industry has experienced rapid growth, with 2021 seeing global production increase by 9.4% to record highs across the world. However, this increase in demand is also seeing a significant increase in pressure for companies.

Consumers are now expecting high-quality products in the quickest time possible. This means manufacturers are having to maximize efficiency and quality while keeping costs down and improving profit margins.

Here at TriTech, we know how challenging this can be, which is why Spire’s Production Manager has been created to help you meet these demands. How can it help you, though? We thought we would take a closer look.

How Spire can help you

TriTech’s mission has always been to provide the most innovative business management software for our clients. For manufacturing companies, Spire systems can support you in an array of sectors, including:

Simplify your planning

One of the biggest challenges that manufacturers face is accurate production planning. Our unique system can help you to streamline your production through automation and accurately schedule any processes. This ensures that you are able to reduce your lead times and have complete peace of mind that your deliveries will be on time. Spire Production Manager is also able to be quickly adapted, offering custom production as required.

Control your inventory

Being able to understand your current inventory is essential for any successful manufacturing company. However, as you grow and demand increases, it becomes far more challenging to keep on top of this. Spire will help you to accurately track your inventory, allowing you to implement reorder points from sales and production.

Integrated accounting

Of course, it is not just about trying to better manage your inventory. Spire can help you with every aspect of your manufacturing business, including accounting. This is often one of the most time-consuming areas for any small and medium-sized business, which is why we offer complete integration with AP, AR, GL, and Account Reconciliation modules. This will help you to speed up the process, maximizing your efficiency.

Alongside this integration, we can also support you with an array of comprehensive information, including giving you complete access to your vendor history and information, ensuring your team always knows what is happening. To help ensure the smoothest process possible, you can also add purchase orders and sales to each specific job.

Improve your costing

Incorporating our system into your business will allow you to accurately track all purchases and labour costs alongside the raw materials you need. This will help you to accurately cost your manufacturing, helping you to increase your profitability. Our system will also allow you to create more accurate scrap and yield factors, ensuring you can enjoy higher profit margins.

Comprehensive insight

Finally, our Spire will provide you with comprehensive insight that will allow you to make better business decisions. You will be able to increase your production visibility, ensuring you can make far quicker decisions.

Alongside our real-time information, we also provide in-depth reporting tools allowing you to accurately monitor all key indicators.

Want to find out more?

Are you looking to find out more about Spire and our unique solutions? We have decades of combined experience in implementing powerful business management software for small and mid-sized businesses, ensuring we can always find the perfect solution for you.

We aim to provide you with the necessary tools to take your business to the next level, so get in touch today to find out more! Start your free trial today!

Budgets and Forecasts

How Traceability Can Support Canadian Manufacturers

In this fast-paced world, technology is continuously transforming how businesses operate. For manufacturers, it is not only helping to improve efficiency and maximize productivity but also enhances traceability.

How is technology improving traceability?

In the highly competitive world of manufacturing, organizations are under increasing pressure to keep up with the demands of consumers. Improved traceability is helping them to manage quality, identify areas of inefficiency, and reduce the risk of recalls.

Tracing is essential in helping manufacturers prevent contamination and ensure that materials are exactly what they claim to be. In certain sectors, such as pharmaceuticals and food and drink, traceability is also a legal requirement.

Investing in traceability software can help provide a wide range of benefits, including:

  • Supporting to meet all regulatory compliance
  • Help with product recalls
  • Improve efficiency
  • Provide insight to improve decision-making
  • Monitor stock and material levels
  • Build stronger relationships with suppliers

How Spire can help you

Here at TriTech, we know how important tracking software and traceability are to your manufacturing business. That is why we are a proud reseller of a comprehensive software called Spire that is designed to help you transform your operations.

If you are struggling with quickly checking product information, are still manually checking inventory, or cannot track products from the manufacturer to customer, then we are here to help you. Spire’s Lot Tracing will help to give your business the edge over your competitors, helping you to:

  • Make recalls quick and efficiently
  • Comprehensively track product information, ensuring expiry dates are no longer a concern
  • Improve your communication with both suppliers and customers
  • Boost your productivity by removing manual batch tracking
  • Save time, effort and money.

Want to find out more about our inventory management and lot tracking software? Check out our service page or sign up for your free demo today!

Spire Update: 3.8

The Top Three Pains That Your Current Accounting Software Is Causing Your Business

There can be no denying that technology has transformed the world we live in. From effortlessly communicating with clients to automating time-consuming tasks, businesses have never been more efficient. However, when it comes to accounting software, certain options on the market are still lacking in certain areas.

Three of the most common pain points that finance teams find include:

Tracking inventory

One of the most common areas that frustrate businesses is the inability to clearly track their inventory. Accounting software often lacks the ability to clearly record serial numbers, lot number tracking and knowing when you need to reorder more inventory. A very common issue that arises with businesses looking for new software, is the cost of over-stocking warehouses with inventory they do not need.

Real-time data

While technology has helped to automate many aspects of our work, a lack of real-time and up-to-date data can be a major pain point when it comes to finding the right accounting software for your business.

User accountability and permissions

In this fast-paced world, teams are often changing, and remote working is only serving to make things more challenging. A lack of ability to assign permissions or track accountability will only make things more complex.

Solution

At TriTech, we know how frustrating these software pains can be. That is why we are a proud reseller of Spire; a unique software designed to help you transform your operations. The business management and accounting software is every controller’s dream.  It automates accounting processes with greater accuracy and efficiency, tracking your business performance in real-time so you can always see the latest information at the touch of a button.

Spire also gives complete control of your inventory, helping you to have a clear overview. You will have the ability to:

  1. See how much inventory is in stock at any given time.
  2. Create automated purchase orders from within your reorder points.
  3. Track a lot number or serial number within seconds.

With this information, you can cut costs and improve your profit margins and always be informed on how your business is running. Alongside supporting you with increasing your profits, Spire also offers complete accountability for users and differing permissions, helping you to eliminate manual workflows and bring in new employees with ease.

Don’t have the infrastructure to run a full accounting system? Ask us about the option to host your Spire data on the cloud.

Watch this video on how lot tracing works in Spire:

Want to find out more? Get in touch today!

How To Do A General Ledger Year End In Spire

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How to Manage Accounts Receivable with Spire

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How to create a customer in Spire.

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Close more Sales with Spire.

One of the most effective tools found in Spire is the power of filters. If you aren’t using these yet, now is the time to start. Using Filters and User Defined Fields, you can create your own modified Sales Pipeline, giving you the opportunity to stay on top of your upcoming sales opportunities.

How to create a Sales Pipeline using Filters:

  • Open Sales Orders
  • Add a new User Defined tab to the Sales Orders with the following:
  • (see instructions here)
  • Once you are back into the Sales Module, click <Filters>
  • Choose “Type” =  Quote
  • Next, select columns you wish to see: (right click on a column header to choose)
    • Order No
    • Customer No
    • Customer Name
    • Customer Phone number
    • Order Date
    • Required Date (this can act as your projected closing date)
    • Total Ordered
    • User Defined file – Notes
    • User Defined File – Last Contacted
  • Click the down arrow beside <Filters> and then <Save Preset as…> and whether you want it to be just for yourself or for everyone in the company. Call it “Sales Pipeline” and check <Show in module list> and <Save column state>

Sort your column by required date, and see what sales are coming close to your projected sales date. By highlighting these customers and clicking Mail Merge you can remind them about your upcoming promotion that is about to end.

Export your filtered list to Excel and calculate how much you are expecting and when (remember we used the required date as a projection closing date).

There are endless ways of using the filters in Spire; this is just one!
Here are few more ideas to get you started:

  • Inventory requires ordering – Filter = ‘Suggested Qty” is not equal to 0
  • Inventory not sold in 2 years – _Filter = _“This Years Units” is 0 + “Last Years Units” is 0. Then set the “Match if” to All
  • AR over 120 days – Filter = “Over 120” is not 0
  • Sales Order with margin less than X – Filter = “GP %(Average) is less than X
  • Purchase orders received in full – _Filter – _ “Remaining Amount” is 0

For more information on Filters, contact us at support@tri-tech.com and we’ll be happy to help!

User Defined: A hidden gem within Spire.

Struggling with communication within your business?

Spire has a few ways to improve communication, but today we will focus on a hidden gem within Spire, called User Defined Fields (UDF).

Ever since Spire added the UDF into the program, here at TriTech we have utilized it in many ways; one of which is creating a shared space where our Accounts Receivable (AR) team can communicate information that might be important and useful for each other to know.  For us, this could be the date we contacted a customer, or it could be a note to say that the customer missed an invoice in their recent payment and we have now emailed the missing invoice to them.   Another example of course, is everyone’s favourite “Cheque is in the mail”.  Each member of our team who has permission to see the UDF module can see and add information. 

Some of the main features of UDF in Spire are:

  • Custom fields can be added to different modules
  • Set as text fields, dropdown lists or checkboxes
  • Define mandatory fields
  • Print custom fields on forms and reports
  • Custom fields are indexed and searchable
  • Multiple word search of all custom records

How do you set up a User Defined field?

Continuing with our example of communicating within the aged AR, let’s learn how to setup your first user defined fields.

  • Open one of the customer’s in your AR list, and then click on the User Defined tab.
  • Once you have selected the tab above, next you will need to click the UDF Properties button.
  • First click the NEW PAGE and this will give your TAB a name. Name it AR NOTES.  
  • Next, click NEW FIELD and create a UDF text field that says NOTES and date field called CONTACT DATE and save & close.
  • Let’s test our new fields: Open up one of your customers in the AR module.  Then click on the User Defined tab, and add some notes into your new fields; then Save & Close. 
  • Go into your AR list again, right click on the column headers at the top of the list, and scroll all the way to the bottom where the newly created UDF fields will be listed. (Note: if they aren’t showing up right away, go into another module within Spire, and then go back into AR) 
  • Put a checkmark in your fields, and then go back to your AR list. 
  • Now whenever you update your fields with information such as “Cheque is in the mail”, anyone who has permission can see all the communication you have been doing and when you are expecting payment on the aged AR.  It is a great way to have automated communication between all departments within your business.

In one screen, you can see all of your notes and the last date they were contacted, on every customer who is showing up in your AR.

A few extra notes:

When creating new UDF Fields, there are eight different types of fields that are available:

  • Numeric
  • Text
  • Multi-line Text
  • Drop Down Lists
  • Check Boxes
  • Dates
  • Integer
  • Boolean

All of these fields can have a validation added. And can also be set to be a ‘required’ field, or not. If it is set to ‘required’, then the user will not be able to save & close if the field(s) are blank.

Have fun, be creative and think outside of the box!

Are you having trouble finding the UDF within your Spire? Or would you like some extra help to set it up? Just email the helpdesk at TriTech, and we can help you out!