Greenleaf ® Special Design Engineering Greenleaf ® Special Design Engineering Greg Bronson Manager of Engineering

A Guide to Special Tooling or Insert Quotes and Orders A Guide to Special Tooling or Insert Quotes and Orders

Points of Discussion Information required to quote special tooling and inserts What steps are required to process a special quote What affects special quote turn around times What is being done to reduce quote turn around times What steps are required to process a special order

Steps required to process a special tool or insert quote Steps required to process a special tool or insert quote Customer opportunity Salesperson gathers information related to the quote Quote information is forwarded to Engineering for review & processing Ensure proper information is provided Quote request is entered into queue Tooling and/or insert is designed Quote is forwarded to Estimating Review with steel or insert plant managers as required Cost and delivery time is calculated Quote is forwarded to Customer Service to be formally issued

Customer contact information Specify type of operation Machine specs and tool shank style/size Hand of tooling Part material and hardness For complicated parts, furnish.igs,.dxf,.stp, or.prt electronic files Specify areas to machine Specify any preferred insert geometry Tool Design Information Checklist Other pertinent information Information required to process a special tool or insert quote

Steps required to process a special tool or insert order Purchase order sent to Customer Service for order entry Order forwarded to Engineering to be detailed Review all quote information to ensure we have a proper design Detail drawings and/or models are created for manufacturing Drawings and/or models are verified by checker Order is forwarded to manufacturing planning Material is ordered, and routing is built Order is started into manufacturing Order acknowledgement is sent to customer and salesperson Approval drawings are sent to salesperson for review with customer

What affects special quote turn around times? Higher than normal business volume Incomplete information on quote requests Designers taking their time to gather information Designers have to draw customer part if electronic part file is not provided Rush quotes Should rush quotes be placed ahead of quotes already in process?

What is being done in Engineering to improve special quote turn around times? Add personnel We added a new designer in June Work smarter We are modeling more tooling everyday We are establishing a systematic approach to continuous training The latest version of Pro/E (Creo) is a more productive design software You can help by providing the required information at time of quote request This alone can reduce turn around times by over 25% Currently over 16,000 models 2D designs will be parametric and will work directly with solid models Online training modules customized to our needs Models make design visualization and programming easier

Review Discussed the quote and order process Reviewed information required to quote special tooling Illustrated what steps are required to process a special quote Discussed what factors affect special quote turn around times Determined what is being done to reduce quote turn around times Illustrated what steps are required to process a special or der

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