Manage Operations:
Navigate to Operations from the vendor dashboard. You can update operations at any time to reflect changes in staffing, equipment, or availability.
Action icons:
Eye icon
: View the operation details. This is a read-only view and does not allow edits.
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: Open Lead Time Configuration (click here to read more about this setting) , where you can add or edit lead time multipliers for the operation.
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: Edit the operation settings.Click the "Active" or "Inactive" button to change the status of the operation.
Click + Add Operation.
Complete the required fields in the Add Operation window.
First, select from the two toggles whether machine time tracking or outside processing applies. Then follow the steps in the following section to complete setup.
Machine Time Tracking: when enabled, machine rate and machine time per part fields are required.
Outside Processing: enable when parts are being outsourced.
Click Add Operation to save or Cancel to discard.
Add Operation Fields - Machine Time Tracking
These are system defaults that apply consistently to all quotes. In each quote, you can manually override the defaults. Enter zero if you don’t wish to apply any default values to quotes.
Operation Name: Name of the operation.
Setup Rate ($/hrs): Standard Hourly cost for setup time.
Machine Rate ($/hrs): Standard Hourly machine operating cost.
Labor Rate ($/hrs): Standard Hourly labor cost.
Operation Description: Optional description of the operation.
Setup Time (minutes): Average time required to set up the operation.
Machine Time Per Part (minutes): Average machine runtime per part.
Labor Time Per Part (minutes): Average labor required per part.
Add Operation Fields - Outside Processing
These are system defaults that apply consistently to all quotes. In each quote, you can manually override the defaults. Enter zero if you don’t wish to apply any default values to quotes.
Lead Time (days): average job turnaround time from outside processing vendor
Pricing Type: select the typical pricing method, "Per part" or "Fixed" (per lot) from the dropdown
Outside Processing Price: average price from outside processing vendor
Operation Description: Optional description of the operation
Schedule Management
Schedule management hours feed directly into the Capacity Dashboard, to represent the total available production time for each operation. Keeping scheduled hours up to date ensures realistic lead times and accurate delivery estimates.
Schedule Hours (hours): Total available hours for this operation.
Current Hours Scheduled (hours): Hours already committed to jobs.
Work Days / Week: Number of operating days per week.
Standard Work Hours / Day: Hours worked per day.
Once created, operations become available for quoting, scheduling, and capacity planning. Read more about the Capacity Dashboard and it's functionality, here.
Tip: Review operations regularly to ensure rates, availability, and multipliers align with current shop capacity and business strategy.