Microsoft DynamicsNAVERP

PHTPlus: Forms & Document Review


Hello, Bobby Haggard with TrinSoft here and I’d like to welcome you to our next video in this series as we introduce our new PHTPlus software which is specifically designed for the plating, heat treating, and finishing services companies.

Within PHTPlus we have a lot of different forms and documents, and in today's video I plan to cover a couple of the main documents. These include quotes, sales orders, a traveler document, a quality certificate, shipping documents, and an invoice. These are just a sampling of the forms and documents available within PHTPlus. There certainly are many more that we could review. These forms and documents are already included and can be used out of the box with minimal setup. 

Now any form within our system can also be designed to meet the needs and layout desires of your organization. For example, we can easily add logos, change the layout or location of fields, etc. 

One of nice things about partnering with TrinSoft is that we have developers on staff that can quickly make updates and changes in no time. As a reminder, our PHTPlus solution can be as basic in setup or as automated as your company is wanting to go. For example, with an invoice the system can be a basic setup that will allow a staff member to print and then mail any invoices; OR, you can allow the system to work for you and allow PHTPlus to email directly from the system saving time and efficiency for your users. With documents, we can also setup workflow approval for documents to be approved or reviewed within your organization prior to them being sent to customers, vendors, prospects, etc.

Another key document that many clients find helpful is the quality certificate document.  This can be provided to customers to verify that previously specified ranges have been met. First, it shows the informational items such as the traveler number, quantities, weights, routing, etc. Next, you can see the specifications as agreed with the customer.  It's important to note that these quality measures are what you set within the system. Each routing and each step can have its own set of specifications. Finally, the system is able to record the various readings that your staff takes throughout the plating process.

An additional form that our clients have found useful is the container tag document.  For example, this document could be printed and then stuck to the various cartons or bins holding the different parts. This way you know exactly what order and customer those parts belong to. The various parts of this document are the bar code, container count, traveler number, quantity, customer, routing process, etc.

Finally, two other key documents which any ERP system would have are the Shipping Document and the Billing Invoice.  PHTPlus comes with those out of the box.  Just like all other documents these can be modified to fit exactly like your organization prefers.

Thank you for taking the time to watch this video where we quickly covered the various forms and documents within our system, how powerful they are out of the box and how the various layouts can be changed and updated to fit your company needs. Stay tuned for future videos and as always if you have any questions or would like to discuss our solution further please don’t hesitate to give me a call at (859) 252-6225 or send me a quick email.  Thanks again and have a great day!

More videos in this series:

PHTPlus: Business Software for Plating, Heat Treating & Finishing Services

PHTPlus: Introduction to the Role-Tailored Dashboard

PHTPlus: List & Card Pages Overview

PHTPlus: Unique Industry Design

PHTPlus: Workflow/Process Overview

PHTPlus: Traveler Document Overview

PHTPlus: Traveler Manipulation & Traveler List

PHTPlus: Routes Review

Search in All Title Contents
2018 Jul  4  3
2018 Jun  20  6
2018 May  24  5
2018 Apr  95  6
2018 Mar  74  7
2018 Feb  40  5
2018 Jan  73  5
2017 Dec  76  9
2017 Nov  39  6
2017 Oct  71  8
2017 Sep  30  5
2017 Aug  148  11
2017 Jul  148  9
2017 Jun  116  11
2017 May  201  10
2017 Apr  25  6
2017 Mar  161  9
2017 Feb  94  11
2017 Jan  354  11
2016 Dec  79  10
2016 Nov  69  12
2016 Oct  15  11
2016 Sep  27  15
2016 Aug  31  16
2016 Jul  25  11
2016 Jun  32  12
2016 May  27  20
2016 Apr  25  5
2016 Mar  19  10
2016 Feb  18  3
2016 Jan  6  4