Servi is the in-house system which is built by Andrew Servi for CTK Manufacturing Inc which is a manufacturing facility that services the oil patch. They manufacture machined components using CNC equipment. Servi System is the easy way to quote jobs, order material, cut purchase orders, and control shipping, invoicing, and reports. My job is to make the Servi system works more robust and efficient.

This is the login page of Servi system.

Servi

Navigation tabs are grouped by departments. For the navigation bar on top, I have made it shorter. For example, the Material is no longer on top navigation bar. However, it is not removed completely from the system. In fact, I have added the Material link as Define Material to the Modify drop down menu in the RFQ program so the user can add material to the RFQ directly. The user no longer navigates through the top bar and searches for the RFQ and line number to quote.

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I have also modified the NCR system. Once a work order number is selected for NCR, this page will display the contents of the work order database. The user can enter more information about this NCR.

NCR Diagram

Corrective Action Request program allows the user to add new action plan.

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New Gauge program allows the user to add new gauge.

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New Customer program allows the user to add new customer.

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RFQ program allows the user to quote material and manufacturing. RFQ, request for quotation, is a standard business process whose purpose is to invite suppliers into a bidding process to bid on specific products or services.

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After the user has finished entering information for each part, he or she needs to define the material.

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The user also needs to define the manufacturing for each part. Originally, this program includes the defining material in here. But I decided to keep them separately and smaller so it is easy for me to manage.

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After the user has created a RFQ, he or she needs to enter information for each part in the RFQ. The total for each part should be 0 before defining the material and manufacturing. I have modified this program so that when the user finished defining the material and manufacturing, it automatically adds the manufacturing and material cost to the total.

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Purchase Order program allows the user to input the customer's purchase order's information.

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After the user has completed the purchase order's information, he or she needs to create the work order for each part.

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I have added the PO link on the work order information, so the user knows which purchase order is for this work order. Once the user clicks on the PO link, he or she would know this PO for material purchase or outside service. The user no longer navigates through the top bar and searches for the PO number for this work order. I have also added the NCR link on the work order information if the user wants to create the non-conformance report for this part. Once the user clicks on the NCR link, it will open up the NCR page which displays the contents of the work order database. The user can enter more information from there. The user no longer navigates through the top bar and searches for the work order number to ncr.

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After the user has created the work order for each part, he or she needs to create the routing for each work order. I have added a query so that all information that the user has previously entered for the define the material in the RFQ will display here such as vendor, grade, specification, dimensions, quantity, and notes.

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New Vendor program allows the user to add new vendor.

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Purchase Order program allows the user to create a purchase order for material buy on job or outside service. This is our purchase order, not the customer's purchase order. We create this purchase order when we want to order the material for this work order or outside service for this part.

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After the user has created a purchase order for material buy on job or outside service, he or she needs to enter information for each line number. I have added the link to work order number in Work Order Reference column, so the user knows which work order this purchase order is for and vice versa.

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Invoice Report program allows the user to print out invoice report that shows which invoices are past due or invoiced. If the user wants to know which invoices are paid, he or she needs to click the Paid check box. I have modified this program so it can include any begin date even a year old.

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Sales Report program allows the user to print out report that shows the total sales based on the date range. I have modified this program so it can include any given date.

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Shipping Report program allows the user to print out report that shows which work orders were finished and shipped out based on the date range. I have modified this program so it can include any given date. I have also added the percentage calculation of the late shippment to the report.

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This program allows user to change his or her own password.

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The user needs to enter the old password before change to the new password.

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This program allows the administrator to add a new user.

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The administrator needs to enter the new user's information before click Add.

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