Gerry Poe

Gerry Poe is the CEO and founder of Santa Clarita Consultants. Drawing on their 30+ years of experience in this highly technical field, Santa Clarita Consultants can recommend the best combination of hardware and software to fit your business situation.

Recent Posts

Art From B and R Gallery

Posted by Gerry Poe


b and r galleryCustomer Appreciation: Welcome to B & R Art Gallery
B & R Art Gallery provides superior service to the experienced collector, and making the art world accessible to the general public.



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Tags: Accounting, Sales Automation, Enterprise Sustainability

Multi-Level Job Processing Considerations

Posted by Gerry Poe


SYSPRO ERP Multi-Level Job Creation Introduction

Make-to-order (MTO), engineer-to-order (ETO), and mixed-mode manufacturing companies using SYSPRO ERP's  Bill of Materials (BOM) Multi-level-jobs features profit where Work in Process (WIP) component sub-jobs can be automatically created throughout the WIP job creation process.



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Tags: ERP, Bill of Materials, ETO, Inventory Forecasting, SYSPRO, work in process

Contract Manufacturing Software Solution

Posted by Gerry Poe


Contract Manufacturing Software ERP Solutionsfood-and-beverage-manufacturing



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Tags: WMS, Contract Manufacturing, ERP Software Syspro, crm

First 6 Questions to Ask for Your Enterprise (ERP) Vision Statement

Posted by Gerry Poe


erp assessment vision

Within an Enterprise Software (ERP) vision statement, there are really two aspects of ERP management: People and Technology.  ERP software packages impacts the entire organization and affects nearly every employee. There are cases where an ERP project manager may not know who will be affected which leads to unexpected surprises.  Mismanaged ERP implementation can lead to a extra-ordinary loss of time and money.  The sheer size and complexity of ERP implementation makes managing these projects difficult. 



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Tags: ERP Assessment, ERP Checklist, Enterprise Assessment

Case Study: R&D Tax Benefits Maximized by  Manufacturers using ERP Work in Process (WIP)

Posted by Gerry Poe


Food Beverage r&d

The U.S. offers some valuable R&D tax incentives, however, if you are not taking advantage of them, you are not getting the money available.

WIP and ERP Tax Benefits has its roots in Research and Development (R&D) tax credits for manufacturing organizations. Tapping into extended advantages of ERP’s Work In Process (WIP) application. Most teams see producing products for sale to be the sole purpose of WIP. Here is how your company, by extending the use of WIP can add value to the ROI of ERP.

WIP base functionality is Bill of Materials (BOM) execution. In this case, WIP jobs are created using BOMs, which contains Labor, and Sub-Contract Operations, and components, or materials. These lists, sequenced parts, and labor steps constitute the sum of costs and time to produce a given product. We can also say, they impact your organization, taking into account capacities to produce.



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Tags: Medical Devices, ERP Automation, Food & Beverage, r&d-tax credit, work in process

10 Crucial Questions to Ask When Selecting Enterprise Software

Posted by Gerry Poe


To grasp whether software in use or under consideration, meet your needs in today’s evolving manufacturing environment, asking the following questions are crucial:

SUPPORT FAST BUSINESS CHANGE10-crucial-software-questions

Software should help plan for change. Change is constant and the chief characteristic of today’s business environment. The ability to prepare for the unidentified makes it possible for corporate agility to thrive. Ongoing planning is not about being able to foresee every single event, but being able to respond fast and smart enough to exploit change. Useful software simplifies the ability to change —not only forecast information, but also supply and demand output, quickly, and provide visibility into what impacts the change will make. In today’s markets, where new product introduction is increasingly essential to growth, enterprise software should help facilitate and control new product introduction.



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Tags: Choosing ERP, Business Technology, Goal Setting, Food & Beverage, Business Strategy

Inventory Forecasting Optimization Introduction

Posted by Gerry Poe


Inventory Forecasting Overview

inventory-optimization-framework-CPFR-Model.bmp

Inventory Forecasting is the first module within the Inventory Optimization suite. The full suite of modules comprising:

  • Inventory Forecasting
  • Inventory Families and Groupings
  • Inventory Optimization

Before inventory levels can be optimized, it is essential that sales forecasts are as accurate and reliable as possible. The Forecasting Module addresses this requirement by providing the tools to achieve this.

Given that the forecasting algorithms base their calculations exclusively on sales history, it is essential that the sales history (as held in the forecasting system) is an accurate reflection of the sales demand made on the company's inventory (i.e., it should include any sales lost because there was no inventory available to satisfy a demand).

The Sales Orders system outputs invoices, debit notes, credit notes and dispatch notes to the forecasting sales history. Also, Initial History Creation enables you to build the forecasting sales history using inventory movements as it's source.



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Tags: Inventory Forecasting, Food & Beverage, MRP, material requirements planning

Warehouse Management System Activity Exception (Slotting) Optimization

Posted by Gerry Poe


Warehouse Management Systems Slotting

Why do you see inventory items in a store on the end-caps or strategic locations on shelves? Why does it cost suppliers more discount allowances to the store for those items to be located on an end-cap instead of the middle of the shopping aisle? They are visible, quickly picked up, and are more likely the buyer will purchase them. So give your customers what they want, faster and more efficiently.

wms_blocks_descriptive



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Tags: Warehouse Management, WMS, Food & Beverage, WMS Slotting, warehouse slotting

Live Webinar Event: ERP in the Cloud 101

Posted by Gerry Poe


News Alert: 

Live Webinar Event:
ERP in the Cloud 101 featuring SYSPRO

What you will learn:
  • The IOT of enterprise systems
  • What dashboards for real-time business intelligence in-the-cloud deliver.
  • How do reporting and analytics in-the-cloud play an active business role?
  • How mobile is changing the ability to control and manage processes on the run.
  • What a fully integrated enterprise in-the-cloud means.
  • How does the internet play a role in the enterprise today?
  • What ERP tools are available in-the-cloud today?
  • Learn how to create a synergy between in-the-cloud based and on-premise deployment.



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Tags: ERP, Event, SYSPRO, webinar

Warehouse Management System Bin Location Management

Posted by Gerry Poe


warehouse management system

Is 6 digits the longest you can have as a location number for ERP Warehouse Management System Bin Location IDs?  Warehouse bin location IDs are small but powerful.

Let’s take a closer look at possibilities:



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Tags: Warehouse Management, ERP System, WMS, Inventory Control

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