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Saas Based Remote Inventory Management System Developed by Silver Touch
Client: UK Based ClientClient Vertical : ServiceProject Type: Custom Web & PDA ApplicationTechnology Used: ASP.NET ASP.NET CE SQL CE
Client Overview
About Client:
Client is a California based Softwareas-a-Service (SaaS) provider for remote stock room inventory management solutions. Client was founded in 1994, has hundreds of satisfied customers in industries where it is critical to have good remote inventory management at the last step of the supply chain: the point-of-use (POU). Client provides organizations with real-time visibility into remote storeroom inventories and then automates replenishment. Whether the inventory is consigned or customer owned, client manages inventory at the point-of-use to increase sales and service levels, optimize inventory and eliminate stockouts. While items at the POU may be inexpensive or commodity products, the cost of a production line shutting down from a stock out or an inoperable machine is prohibitive. Client’s service productively and cost effectively optimizes inventory while maximizing service levels at the remote stockroom, store, or service van.
No matter what their client’s approach is to inventory ownership, inventory location or inventory replenishment, they can accommodate their Client’s method and automate the process of tracking and replenishing their client’s inventory at the POU. Industries that can benefit most from their service include: manufacturers; suppliers and wholesale distributors (electrical, electronic, fasteners, wire, industrial, MRO/spare parts, etc); food service; and fleet maintenance.
Requirement Overview:
Client required a Web Based Application running on a Windows Server in place of their current Client-Server Based Desktop Application. They also wanted a Windows Mobile Application with scanning and high performance features to capture transactions at the Point-of-Use. With this new Web and PDA based application, the client had also planned many new features and functionality which were not available or not feasible in their current application. Below is the list of major features & functionality required by the client:
Facility to manage inventor y of multiple enterprises with the help of enterprise level administrator
Total control with Super Administrator who can manage each and every function across all enterprises,companies, and stockrooms.
Enterprise can create multiple companies under them
Enterprise level users can only see infor mation for their enterprise
Visibility of inventories across multiple Enterprises and Companies
Role based access for different level of users
Log to be maintained for all transactions for Audit Trail purpose
Off line storage for PDA device when network connectivity is not available and sync with the database when connectivity is resumed
Sensor based automated stock taking process
Proposed Solution:
Considering client’ s requirement Silver Touch proposed and developed stock room management inventor y system in ASP.NET (W eb Application) and Windows 6/6.5 (PDA (POU) Application) with Agile Methodology.
Web Application was developed with MVC 4 which has many advantages that helps to develop great applications.
As client was planning to sell this product to their end client s giving them facilities to manage their individual inventory, we have developed SaaS based application
PDA devices were suggested by the client who was having scann ing facility which was used to develop barcode scanning functionality for quick and easy stock management.
Unique offline functionalities were developed for PDA so user can use PDA Application where inter net connectivity is not available, so data can be stored locally on the device and whenever internet connectivity is available these data can be synchronized with the central database.
3rd P arty Control (jQuer y Data Tables) and 3rd P arty equipment (Sensors) were implemented and integrated with t his application for fast and accurate data management
This is a SaaS based Remote Stockroom Inventor y Management System where their client’ s customers can manage multiple endcustomers’inventory.
Their client can create as many enterprises as they wish and ea ch of them can have as many companies under them and then as ma ny Stockrooms under that.
End Client also has their own account from which they can man age their own inventor y and generate reports.
Items can be stored at single or multiple locations and they are also tracked through this application.
Critical, Minimum, and Maximum Levels can be managed at item or location level an d if on hand quantity of any item goes below its minimum level then application automatically adds that item into the cart for procurement process.
A completely customized reporting capability was developed for Reports.
Category, Supplier, Manufacturer and Cost filter and search functionality is avail able for items.
Major Modules:
1. Enterprise Management
Client can create and manage enterprises. They can also create companies, rooms, and locations for the enterprise(s) as per requirement.
2. Company Management
The application allows the administrator at enterprise level to create and manage companies
Users at company level can create or add items in company inventory list
3. User Management
Administrators will have rights to assign different roles and permissions to the users
4. Room Management
The application allows the company administrator to create and manage rooms
Administrator can create locations and racks in rooms for easy maintenance of items
5. Inventory Management
It allows users to view inventory items and their attributes.
6. Inventory Count:
Allow users to setup cycle counts, perform cycle and manual counts.
Users can set time to count the inventory and can select random or inventory classification cycle counting. They can define customized time setup
7. Tool Management
Module allows users to maintain tool cribs, setup tool maintenance schedules, keep track of tools using check in and checkout functionality
Application displays consumed tools and available tools using checkout/check in functionality and tool’s location value
Check in/checkout reports displays which tools are checked out and to whom
8. Tool Maintenance:
Administrator can create maintenance alerts for tool maintenance. Alerts can be set as daily, weekly or monthly tool maintenance reminders.
9. Asset Management
Allow users to maintain asset lists and setup asset maintenance schedules
Company administrator can manage company’s Assets using this module
10. Asset Maintenance:
Assets maintenance alerts can be created and application will send an email alert at time of maintenance
Each maintenance of the asset (Planned or not) updates the next maintenance calculation for the asset
Allow users to update mileage or operational hours without performing maintenance
11. Cart Management
User can create cart for items. After adding to the cart, user can order that item(s)
Item will be automatically added to the cart when its stock goes below minimum level. After placing the order, the item will be removed from the cart
12. Quick List Management
User at company level can create quick lists of items or manage frequently ordered items list as quick list
All the items in the quick list may or may not be inter-related
This enables the user to place orders of frequently used /ordered items quickly
13. Order Management
Allow users to replenish inventory by submitting a list of items and quantities to a replenishing supplier
Users can select vendors and set delivery date for entire order
They can add items using quick list and create barcode label for order
14. Change Order:
Allow users to request changes to an order after it has been transmitted to the supplier
15. Role Management
Enterprise administrator can manage the roles and rights for different users. Administrator at enterprise level can assign Roles and permissions to various users for specific modules
16. UDF(User Defined Field) Management
Each module allows the users to capture transaction data based on their unique needs
Users can create dynamic fields with dynamic values as per requirement
UDF is available for all modules for additional information
16. Customer Management
Enterprises can setup their customers using this module to track where material is consumed.
17. Export/Import Management
NPOI 3rd party tool integration allows the users to export the web data to excel files and vice versa
Users can save customized data from excel to application. After making the changes in the excel data, user can Import the data to application. Imported data will be stored in database
Users can export current screen data in PDF format, CSV format, and Excel format and import changed data back to application to save it in database
They can import an item, item location quick list, assets, and tools.
18. Pull Management
Pull module allows users to track consumption of inventory.
Users can select item, bin location, quantity and add specific information for each transaction.
Pull All functionality allows user to pull multiple items with one click.
19. Supplier Management
It allows the user to setup multiple suppliers
Users can create supplier orders
After placing the order, supplier will receive an email for that order.
Alternatively, orders can be sent via EDI, xml, or flat file to the suppliers.
20. Catalog Management
Allows the users to format and print inventory catalogs with barcodes.
Allows separate catalog templates for Items, Assets and Inventory
21. Barcode Management
Allow users to cross reference barcodes to inventory items and assets
Administrator can create customized barcode labels for items with PDF format. After creation of label it will configure with specific item template
Barcode labels can include the Enterprise logo and an image of the item.
Users will be able to determine which barcodes are associated to items and assets and tools.
22. Kitting
Kitting module allows the users to group components together
Users can build kits or break them into individual components when needed
They can purchase whole kit from outside and then break it and divide it into different items
Kit inventory will be updated automatically when kit is built
23. Evmi
It allows client to automate the inventory management process through weight sensing scales
Allow users to poll any individual sensor from the location screen to determine quantity in the bin at that location
Allow users to poll all the sensors by clicking a “Poll All” button
User can set poll times per day or single elapsed time interval
24. Dashboard Management
Allows users to view turns, stock outs, recommended min/max levels, slow moving items and fast moving items.
Only users with access to the dashboard will be able to view and act upon the dashboard data
25. Material Staging
Staging allows the user to reserve materials and set them aside for another use
User can move it into a separate location
User can Pull All of the material at one time in a single click.
Unused material can be moved back into general inventory.
26. Transfer
Allows the users to replenish inventory by submitting a list of items and quantities to another replenishing room.
This module is usually used to manage material between a warehouse and contractor service trucks.
Jquery DatatableTo view data in list format same as grid viewFCK EditorFor maintaining mail template textMicrosoft ChartTo Show visual implementation of data in form of charts
Name
Short Description
Barcodelib
To generate dynamic barcodes
CsvHelper.2.5.0
To read Comma separated value(CSV) files and generate new file
Elmah
To log errors in database
Jquery 1.7.1.1 and different plug ins
Jquery helper library
Signal R
Run time visual effect on web site on all clients
Newtonsof json
Use to parse the json string to C# Objects
Dynamite
LINQ Query Helper Library
ItextSharp
To Export data in PDF File
NPOI
To read xls file and generate XLS file by Code.
Other Challenges
Label Printing with customized Labels and Printing barcodes
SAAS Based remote stockroom inventory management
Jquery plug-in Data tables customization for filtering, sorting, re-order columns and multi delete data as per client’s requirement
eVMI Sensor reading and inventory bins stock checking / counting
Agile methodology for module wise development as per client’s preference
Offline PDA Sync and transactions
Multi Lingual web site with company wise resource label management
Email template management Language wise and room wise with FCK editor and fetching of same customized text on triggering the mail.
Dashboard with high level overview of inventory stock and Inventory tuning.
User Defined Fields in each module for additional information as per user’s needs
Customized export and import data
Defining same architecture as desktop application
Drag & drop panel as per user’s requirement in dashboard
Auto update notification for application update in PDA. It will update only latest changes instead of whole application