# 8.1 Operation Planning & Control

### Overview

In planning product realization, the Company will determine the following, as appropriate :-

1. quality plans in the form of Job Bags will be issued for every job detailing all aspects of the process;
2. ensure that all activities associated with Process Control are planned and carried out in such a way under controlled conditions;
3. documents and records of such processes will be kept for a period of two years;
4. show the current inspection and test status of all goods within the Company.

### Operational Component Workflow

<div drawio-diagram="634"><img src="https://manual.maticmedia.co.uk/uploads/images/drawio/2023-05/drawing-1-1683086675.png" alt=""/></div>

#### Definitions

##### Enquiry

An enquiry is an initial enquiry received by a customer, this is not a required step in the process flow but may be the first point of communication with a customer.

- This is represented as a ticket within the helpdesk system.
- Enquiries have a unique tracking number known as a **Ticket Number**

**Enquiry Contexts**

Enquiries can be classified into the following contexts...

- Sales Enquiry
- Order Progress Enquiry
- Artwork Enquiry
- Complaint

**Enquiry Statuses**

Enquiries can either be open, awaiting customer response or closed.

##### Quote

A quote represents the customers requirements in context of our offerings.

- Quotes have a unique tracking number generated by the system

**Quote Statuses**

Quotes can have the following statuses

- Draft
- Sent
- Opened
- Active
- Active Sale
- Dead

##### Order

An order represents a confirmation of a quote or parts of a quotation or an order from a web source in which the customer has generated their own quote and then order. As such this can represent the start of customer communication.

##### Project

A project represents a group of one or more Operational Instruction Sets known as Jobs and one or more Endpoints.

**Project Statuses**

A project can have one of the following statuses

- Awaiting Operations Acceptance
- Active
- Awaiting Endpoint Completion
- Awaiting Invoice
- Complete
- Cancelled

##### Stock Requisition

A Stock Requisition is required when a none stocked item is required for completion of a project

##### Purchase Order

A purchase order represents a stock/service order from a supplier

**Purchase Order's can have the following statuses...**

- Draft
- Requisition
- Awaiting Supplier Confirmation
- Awaiting Delivery
- Awaiting Invoice
- Complete

##### Job

A Job is a production Instruction Set. It lists the processes, their representative instructions and the order in which they should be completed.

**A Job has the following statuses:**

- Active Process....
- Active
- Inactive
- Complete

##### Artwork

An artwork represents a unique piece of artwork in the system it has the following variables

- Width
- Height
- Quantity
- Unique Fingerprint (generated by creating a unique hash of the document file, prevents collisions)

##### Endpoint

An endpoint represents the final stage of a Project, a Project can have many endpoints.

**Endpoints can be of two types...**

- Pick up
- Delivery

##### Dispatch Note

Represents a dispatch note which can either be a pick up note or a delivery note.

##### Courier Note

Delivery note type must have a Courier Note, this represents our Dispatch Note within a first or third party courier network.

### Examples

#### Example Digital Project Bag

[![image-1683086490428.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/scaled-1680-/image-1683086490428.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/image-1683086490428.png)

#### Example Job Sheet

[![image-1683090866154.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/scaled-1680-/image-1683090866154.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/image-1683090866154.png)

#### Example Ticket/Enquiry

[![image-1683090954063.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/scaled-1680-/image-1683090954063.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/image-1683090954063.png)

#### Example Quote (Backend)

[![image-1683091061375.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/scaled-1680-/image-1683091061375.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/image-1683091061375.png)

#### Example Quote (Frontend)

[![image-1683091087913.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/scaled-1680-/image-1683091087913.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-05/image-1683091087913.png)