New to E2 and already loving it
Really happy with our decision!
1. I really like the look of E2. The colors, the fonts, and the buttons are very nice to look at and work with all day.
2. The menus are very simple, not overrun with so many options that you don't really use anyway.
3. There's almost nothing I've found that I can't undo. Forgot to add freight to an invoice or posted something to the GL and realized it was wrong? It's all undoable.
4. Customer service is not outsourced and they are very quick with their replies and help. Everyone I have spoken to so far really knows this software and explains everything very clearly.
5. The report designer allows you to alter any report to fit your need.
I have no complaints about the financial side of E2. I know our estimators have issues with the lace of flexibility in regard to the quantity per parent part of engineering a job, but mostly everyone is happy.
The report designer is a third-party application and it shows. Not as easy to use as the rest of E2, but still super happy to have it.
Users since 2005
My overall experience has been very good with all E2 aspects, my concerns have always been handled professionally and quickly. They have been able to modify or create a new program I have requested in a timely efficient manner.
I like everything about this software. We have two sites, although we are considered Aerosafe Companies we are in fact two separate companies with their own receivables and payable. I like that I can switch back and forth with ease. I use the accounting modules mostly which are wonderful, I have never had a problem with them. I also use the Purchasing module as I order tooling, material, supplies etc., The Inventory module is great allowing me to allocate all items to a GL code I have set up.
There are no cons as far as I am concerned and would recommend it to anyone. I have done so on more than one occasion.
Overall business processing in our fast paced manufacturing business
Ease of use, customer support and the fact we could move from our previous E2 to this one almost seamlessly.
Pricing of additional seats, but that is everyone's complaint about all products lol!
Small Business Looking for Shop Control
Experience: We are a small family owned business that needed to get ISO certified as a requirement by our customer. We did our research and E2 was the best company to offer shop control and offer ISO certification. We have been using E2 since 2012, we have been ISO certified since 2012. We were eager and became ISO certified within 6 months (take a lot of work and dedication to get it done quickly).
Overall E2 has been a great resource for us.
Pros: The software is easy to use, the information that you are able to get from reports is helpful (only as good as the information put in).
Easy for all employees to use with all computer skill levels.
ISO documentation was extremely helpful with becoming ISO certified.
Customer service is always helpful, you always get a real person to help you with your needs.
Software does not allow you to do multiple things at once, it is very simplistic which might be best.
Difficult to customize it to you specific needs, it can be done but there is a cost for that. If you are a start up company this software would be great to get you going with all aspects, if you are an established company you might need to adjust how you do things.
We still do all of our accounting and customer quoting from QuickBooks as that works best for our company.
We do not use E2 for scheduling as we are a fast pace job shop and things change on the fly and difficult to schedule within the software.
E2 ShopTech has a great team to work with when your troubleshooting. If they can not find the answer they will make a copy of your database and find the answer and let you know the results. [SENSITIVE CONTENT HIDDEN] proved this to me on my last ticket sent in. Thank you for all your help troubleshooting the cost report vs the inventory stock amount.
Easy use for an ERP System. I enjoy all the help and support when I was leaning this software a few years ago. the transition from the old software to the new software was very easy. Your team is very helpful when teaching others how to use the software. The classes are a huge help. Thank you.
I could see improvement in offering the old live classes in the old E2 software. My old job, I used the old software then transitioned my team to the new we based software. Now, I am back using the old software until I move them to the web based software, and the classes are only in the new web based software, so it is difficult to teach a new team how to use this software when the video's only show the new web based version.
Gem-Trim of Houma, LLC (Manufacturer of Control Valve Parts)
Our experience has been excellent.
Gem-Trim is a small manufacturing company of control valve parts. The E2 Shop System fit our company perfectly with the three modules we needed (Manufacturing, Financial, Quality). E2 is not a multi layered system like some of the other systems we looked at. Gem-Trim uses all three modules to a high degree and the three modules compliment each other and provides management to a vast amount of information. The E2 System is an extremely user friendly product but still gives a small company the big company profile.
There were some minor obstacles in the program we had to overcome and adjust to, but the support from the E2 staff was a tremendous help and assisted us through those situations.
Overall this is the best application for what we need. The customer service is top notch. The custom development team is good.
I like the fact the you can route, have job costing, accounting, etc all in one area. For this type of application, this is the best software to choose from. Shoptech continues to make improvements and listens to the customers on where to improve.
The quality module needs improved as well as the scheduling. The repository in unusable.
Used to use E2
Customer support and product was good. We aren’t a machine shop and are a travel service company. E2 wasn’t offering a Mobil App at the time we needed it. That is why we moved to another software to track all employees time and expenses.
It was great at linking in-house employee hours jobs.
It was not easy for employees to change their time during the day/week. Managers had to edit it.
All in all we are very pleased with the system.
It covers all of the aspects we need for our business and operates well on a daily basis.
We are very pleased with features that we use from the software.
We do not use data collection as it does not fit into our business, but we may use it in the future.
The system is easy to use and navigate with no lag time.
We do find the search aspect to be a little difficult.
When entering lines for orders, the popups can get in the way, such as the box for quantities that comes up as well as similar part numbers.
We think this is the perfect software!
We can't say enough about the outstanding support and customer service from the folks at Shoptech. They have always been an absolute pleasure to work with - extremely responsive and knowledgeable!
We are a 20 person precision machining and sheet metal fabrication shop. We do everything from prototype to large quantity production runs, and E2 Shop System does everything we need it to! This software follows a part from cradle to grave; from establishing raw material part numbers all the way thru to cash receipts, it ties every aspect of a job together, and is extremely user friendly! I love that we can collect real time information on the progress of a job, and when all is said and done, we know EXACTLY how much it cost us to produce a part. It allows us to give our customers the best possible price without any guess work on our end. We have been able to keep our accounting bills to a minimum, as the software allows you to produce balance sheets, income statements, 1099's - EVERYTHING! In 2017 we decided to convert to the Web Based version, and it was an absolutely seemless transition. I LOVE that we can do quoting, bookkeeping, analysis, etc. remotely. No longer needing to maintain a huge server has been great too!
I can honestly say that I don't feel like there's anything "missing" with this software. Of course, there are the occasional "glitches", but Shoptech is very responsive and quick to come up with a fix! If I HAD to find something to complain about, it would be that the "maintenance fees" are a bit high for the web based version. However, not needing to maintain a server and the expense associated therewith, it's probably close to a wash!
E2 Has Brought Amazing Efficiency to our Company
Efficiency, time saving, and error reduction are the main contributions this system has brought to our business. The error reduction is found in only having to enter information one time, and having that follow through in all of the processes, even on our Open Order Summary. If an initial error is made, it can be corrected at the source and the other paperwork corrected or re-generated. The efficiency and time-savings are self evident in what I've already said.
E2 has really helped us streamline all of our processes: from initially purchasing, through receiving, invoicing, check writing on the AP side; to processing POs from customers, generating orders, travelers, packing lists, and invoicing on the AR side. I can't imagine going back to what we did before! In the E2 system, once a part number/PO is entered, all of that information travels through all of the processes and handling of that item. No more repeated entries, with that time consumption and potential for error--one entry and you are done!--the processing of the PO or part number then goes through the whole shop and out the door. And I am not even including the ease of quoting and routing, which is less in my area of work, but is the area where most parts "begin" their life with us. E2 takes these parts all the way through, including the generating of Return Authorizations and credits when those are needed, in a seamless way.
Honestly, I can't think of any significant cons. We have had the occasional glitch or problem with usage, and there are some areas where I wish we could use the system even more, but for the massive amount of work we do use it for, it is excellent!
Everything you ever NEEDED to know
E2 manages ALL your data from your shop floor through your bookkeeping. The reports have always been the best selling point. Even sorting data becomes easy with the various export methods. You can quickly transfer the report dat to say excell and then again manipulate and massage as need for even more insight. I have always (and will continue to) recommend this sofware to other owners.
This software has the ability to organize your business workings into manageable reports. Reports that you can tailor to you specific needs. The more you follow the simple rules of E2, the more benefits it can deliver. In my own business no two jobs are alike and no procedures for the jobs are identical yet E2 understands this principle and manages to sort data in such a clear manner as to help you with decisions going forward on all future work. I cannot give a higher recommendation on any other similar system.
1.) I wish I could control the "Markup Pct." column in the General Tab when entering parts. I feel this item should have strict control - administrator only! Any of my people entering a part has the ability to change this percentage at will. Many an argument has resulted from my becoming aware of someone making an adjustment to this column, I wish I could lock it!
2.) When processing a return, it writes back to the original Order and amends it. Now the "Order Total" changes. It should not change. The order total should still match the customer P.O. total. The simple code should be that the (Qty Ordered) X (Unit Price) goes to make up the (Order Total) UNLESS there is something in the 'Master Job Number' column. In this manner the customers P.O. amount would still match up to the Order Total
I no longer wanted my shop to run me....
E2 has been great to work with from the very beginning. We do not have an IT department but they helped walk me through the steps of setting up our system. They are always very nice and polite on the phone whenever I have to call. The system is great, with only a few bugs.
The way that E2 links all the different aspects together with various search functions. I can easily find ANYTHING i'm looking for and run so many reports to find out whatever information I want.
We still use the Access database version and it's only for PC. Two of us are dedicated Apple users, so that took some figuring out how to continue using Apple products with E2. There are only two reasons I haven't switched to the online hosted version - document type linking, and stable internet service.
Best Software Value
Bottomline, the E2 Shop System is affordable, easy to use, expandable, versatile and worth the price we paid. The support is top notch and the sales process and our data transition was effortless. We purchased our software on February 23, 2005 and have been a customer for over 14 years!! The service and support has remained consistent over that time period and the company seems to be extremely customer focused. I would highly recommend the E2 Shop System.
What we like most about the E2 Shop System Software is the ability to expand and customize our databases. We purchased the SQL version which allowed us to put the E2 OEM program on steroids. We added custom fields and tables of things that were very specific to our manufacturing business. We also added a custom front end for our customers to access things like detailed part specifications, testing data, sales history, package tracking, and much more. We also added a custom backend for our employees to enter non E2 items into separate database tables and link the information to the customers and vendors already in E2. The best part is, we have a very high end custom solution at a fraction of the cost of some of the other solutions on the market. We have the ability to barcode scan, track employees time for payroll, calculate exact labor costs based on actual production times, track inventory, import our invoices into Quickbooks, perform accurate estimations / quotations and much more.
We started off with the Access database version which is limited in scope, but soon realized that the SQL version was much more powerful and allowed unlimited growth.
Finally moving away from E2
The user interface is easy to understand and navigate. The routing and BOM functions work well. Outgoing paperwork (packing slips, vendor returns, RMAs...etc) are generated easily. The quality module works well for us. Ultimately its a great software for smaller job shops; ie, less than 25 employees.
The scheduling system doesn't work. The system consistently puts out a schedule that doesn't make sense. We are a quick turn, CNC machining job shop, and need a software that enables us to understand our capacity. Often times, jobs that are due tomorrow are on the second page of the report, and jobs that aren't due for 6 weeks are at the top of the list. We worked with tech support and cannot get a resolution. We implemented E2 in 2003 and only started trying to use the scheduling module in the last year. It was a great software initially, but now that we have grown we need software that does what we need it to do. Beyond that, items frequently go corrupt. Unprocessing and reprocessing anything (work orders, purchase order, NCs, CAPAs...etc) risk corrupting the file. If you double click on certain things the system crashes. If two people are in an item at the same time, quantities and/or lines duplicate. Once supplies are received or product is shipped, the system will not allow certain changes to be made. The personnel efficiency reports generate numbers that don't make sense. We've visited this repeatedly and cannot sort out a solution. Just last week I reviewed the efficiency reports for our production crew, and a job they were given 4 hours to setup showed "ESTIMATED SETUP" time of 2.27 hours. Our settings are correct but for some reason the system comes up with understated estimates, despite what we tell it to do.
New E2 User - Happy So far.
So far - we have been very happy with it. The simplicity of the product is a great. As it matures, perhaps some of the features will grow too. We will continue to support that endeavor by providing as much feedback as we can, and offering new product ideas that can be rolled out into the system.
Value is great, and the Cloud Based version is easy to step into. E2 appears to be ahead of the curve with getting their platform onto a cloud system for their customers, and it was one of the deciding factors why we went with E2 instead of other ERP system out there. Because of the cloud-based nature of the system, we have enjoyed the frequent updates to the product, it feels like we should never get behind. This is a comforting benefit as a system ages.
The flow of work through the system is clearly organized to make the use of the system easy to understand for new users. We have background in a couple other standard ERP systems, and moving into E2 has been easy after a few pointers about how the system runs. The home-screen that shows work flow is easy to follow.
Lastly - one of our favorite features has been how easy it is to customize reports. Sometimes it can be tricky, or perform unexpectedly, but all-in-all it workable. A more advanced tutorial on report customization would be helpful
There are not many broad system cons that we have found. We find the system to be simple and that it does what it is supposed to do well. Mostly, we have noticed over the past 10 months features we wish were included making E2 a more feature rich system.
For example, inventory management could be more feature rich, including categories for non-inventory items (e.g. tooling, etc.) as a default option out of the box, or multiple pricing structures based on vendor, beyond the simple standard cost. We also wish it were were easy to reserve parts being made on a STOCK job to a newly entered sales order. There may be a way to do this, but it has not been immediately clear
For incoming material, it would be nice to have the ability to receive parts/material via the data collection terminal right on the shop floor, rather than having to use a full license to perform what is a basic transaction. Furthermore, the ability to print an "Incoming Material" report for each purchase order (service or otherwise) would be helpful for a shop management. This way there is a paper record of what is coming in on a PO.
For work flow, it'd be nice if there were options linking to create an invoice directly from a packing list (e.g. a save and create invoice option in the save button).
Some of these missing features we find to be inhibiting our efficiency of implementation, so far we are working around them.
The Perfect Manufacturing Software
We have been using E2 for well over 16 years and so far we love it. We have used other systems and this one just seed to get it right. In that time we have only had a handful of issues of which most were fixed in minutes and all we had to do was call Tech Support and explain what was not working. The customer and technical support staff are extremely knowledgeable in what their software can do and how they can customize it to fit your every need. They have even extra fields set aside for all most every function to carry different data types just in case you have found a data point that they haven't thought of.
E2 creates a clutter free work space with a simple layout and design. Shop Tech has broken down the manufacturing process to get a true understanding of how our company really operates. The bolt on modules allow for greater control of specific functions in particular departments. We specifically use the Scheduling and Custom Order Import Automation functions. Scheduling give us a top level view, department view, work center view, and all the way down to a view of sub parts that make up a single part. This tells us exactly where an order is as well as if we are under or over loaded at the work center and department level. All I have to do is pull up the schedule, click a button for the level of detail I want to display and away it goes. The Custom Order Import Function has allowed us to automate the order entry process by simply downloading a file from our customer, pointing where I saved the file, and clicking "Import". This function creates the order and based off our custom company settings which we have setup to automatically pull from stock jobs, inventory, post a quantity to make or a combination of all of the above. We can then run a requirement report to see what we need to make to fulfill open orders or to make stock for inventory. It really doesn't get easier than that.
The extra modules do have a cost but they are well worth it. On the plus side of that, E2 will demo the modules with full functionality and if it doesn't incorporate everything that you need you don't have to purchase it.
E2 Shop System for a Job Shop
This software has all of the features necessary to quote a project, purchase for a project, and move the project successfully through the shop from one work station to another, accurately accumulating time as it goes.
It will give you insight into your jobs as to estimated performance versus actual performance, it will give you control over your purchasing and a 30,000ft level view of your work center loading.
Overall, it has the capabilities to meet a wide variety of manufacturing requirements with good reporting, and useful tools
The software is pretty easy to use. We can usually get new employees up and running fully on the software with only a couple of days of training.
If you implement the time keeping module it allows for excellent review of jobs and verification of timing for your work.
By far the best part of E-2 is the support. They have a wide range of support tools including Webex training's, customer support, and even analysts who can help implement, and improve your software usage.
Like most software it is built around a model that may not exactly match your business model. In this case the issue is Parts vs. Jobs. Our shop tracks jobs through the shop that are composed of multiple parts. E-2 works best if one part is one job. While it is possible to run multi-part jobs you lose some of the functionality of the software when you do.
The other limitation is eliminating duplicate data. If you have customers, materials or parts that were duplicated, or just plain created incorrectly, it is cumbersome to remove them from the E-2 system.
9 Year User of E2 Shoptech
The product is a comprehensive job tracking system. When using the individual "modules" in the correct order in creating parts, quotes, jobs, purchases, shipments, etc. you will be able to trace, track, run reports and get great information. Shoptech as a vendor has always been extremely helpful when you contact them. You will not sit on hold for hours like with some other vendors. You will find both basic information and more extensive information on their website either through webinars, help papers, virtual training classes and also User Discussion Boards. Should you not find the information which you are seeking, their staff is very informative and will not leave you in a bind.
The vendor is very upfront about what their system will and will not accomplish. I miss my accounting bells and whistles with having real time reporting at my finger tips (however, they do provide a "Quick-view" area in which to get real time data for various areas in the system such as job status, parts/customer/vendor inquiries and information, PO status, etc. The worst issue that I can state is that in order to take a look at where items are hitting the G/L, the month in question has to be posted. In order to make any changes, the months have to be unposted. Users should not be in the "Accounting area" when this is being done. AND the worst part in using the audit trail to see which user possibly edited something, no matter where in the system, the audit trail will only tell you who viewed, possibly edited, but will not give you further information to solve your puzzles as to who did what, when and why.
E2 is the ERP that gives the big name ERP's a Run for there money!!
I have used multiple ERP systems some of them rather expensive with a large learning curve, when I went looking for a ERP system for our machine shop, one of the leading criteria was that the ERP would have, or support the AS9100 standard. E2 was the only one that offered a QA module to help create our AS9100 documentation, then as a bonus E2 had a consultant come out and help set up our AS9100 Quality Management System, to top it off, another consultant came back out a few month later to do an audit of our documentation to make sure we were ready to take on the AS9100 registrar. E2 does have an AP & AR module however we wanted to be able to keep our financial information separate in QuickBooks, this ERP system allows you to flow order and purchase order information seamlessly from E2 to QuickBooks by syncing this information over. I really hope companies that are looking for an ERP system make E2 their choice. I did a lot of painstaking research on this and wish I would have found reviews of ERP systems like this to help me along. E2 does what it takes to run a business effectively and as an added surprise the software is cost effective as well.
The only Area I have had a challenge with would be the timeclock buzzer, the timeclock portion is provided by one of E2's partners and we recently had the buzzer stop working well, the e2 sofware is pinging the correct signal however the buzzer is not working correctly. So really this doesnt seem to be a E2 issue it is a computerwise issue (computerwise is the timeclock system)
We are a custom fabricator of precision metal parts and assemblies. We are very diverse in our customer market base, each of which has their particular needs and associated challenges. We started out several years ago using Excel spreadsheets for quoting that became increasingly complex and customized. The maintenance aspect of the quotes and quoting process became very convoluted and messy. The biggest problem with a Microsoft product system was the ability for any user to accidentally make changes to the quoting sheet for one particular customer and that calculation would carry over to other quotes. We knew that we needed to improve the process of quoting and tracking time associated with each project. In addition, we wanted to add BOM and stock tracking capabilities, so we began to look at all of the options available. We researched JobBoss, Citrux, Syspro, Intuit and Microsoft Dynamics. Each of the software platforms had pros and cons. For us, the determining factors were price per function and the feature set offerings that were specifically designed for manufacturing. We did not want to custom tailor a software package for our shop. We wanted a software that was already set up for the way we do business, all we had to do was populate the fields and learn the basic functions.
Overall, E2 has been a good decision for our company. It has allowed us to scale up and spend much less time tracking order status, employee and machine utilization and keeping track of BOMs without the use of Excel spreadsheets, which we used to use for everything. Excel was a good starting tool for us, but was not sustainable as we have grown. We are much leaner now than before and I feel that we are able to generate and evaluate useful BI data for evaluation. We like having the ability to know the time it takes us to process a particular job through the shop, and the ability for administrative employees to be able to check the status of a job.
We have recommended E2 to two of our supply chain partners since inception. One of the companies uses it and does well with it. The other company never embraced it and made the commitment to fully transition over to it. The moral of the story: It is a good tool, but it is not a five minute process to transition into it. It requires a champion within your organization that will learn it and be willing to get the data transfer set up so that your company can make a hard-stop transition over to using the system and not look back to your current system. Human nature is to resist change and you will have to manage your staff’s desire to keep using your current system because it’s comfortable and quicker, due to their knowledge of the current system.
We have had a few issues along the way that have been frustrating (probably 5 times in 6 years). On a few occasions we have lost some data and had employees that were unable to input data into the system. We believe that the root cause was the system failing in some way while an employee was logging data. For example, If I am inputting data into an order and there is a fault (for any reason: power dip, hardware on my computer, etc) the E2 system sees this a problem because I was in the main database and when the network connection is re-established. We back up our data daily and can always revert to the previous day’s data. This was a fairly easy fix, but the primary frustration was the lost time determining that the system is no longer recording the data that we put in.
Initial Install and data transfer, 7 (The tool to do this has gotten better since we migrated our data)
Training and support, 9 (Support has been good)
Ease of use and how easy to work with, ( Initially, 7. Now that we are comfortable with it, 9)
Any hiccoughs or glitches, (Yes, but minor, and probably in line with industry standard.)
Accuracy of info generated, 9 (You must ensure that employees are logging into and out of jobs accurately. This takes time, but will become a learned behavior. We have a lady in our office view the employee's log twice per day to ensure that they are logged into a job. If not, then they have to explain why)
We would purchase E2 again.
Company grows with E2 Software
We have been able to utilize the estimating (bill of materials / labor) system to effectively quote customers. We are able to track sales data, as well as purchasing data to make better business decisions about products and materials. Everything is integrated in the system so we can trace expenses back to the invoice and purchase order, or the sale back to the quote, as well as clearly defined job costing.
This product is extremely easy to use, and very forgiving of mistakes. Everyone makes mistakes, and E2 makes it possible to catch and correct mistakes, while keeping an audit trail all along. We have had the system for 20 years and our company has been able to grow and use more functions of the software such as quality and scheduling. We had planned a 6 month dual period with our old software but deployment was so seamless that we only ran double for 1 month. Everything is integrated from the initial customer quote through order entry, the invoice, receipts, and the General Ledger. Tech support has been so helpful, and team members are knowledgeable of the job shop business as well as the product!
The only issue I have struggled with is user access to data. To give a user rights to view certain data, they also are allowed access to edit it. We can work around that with creative report writing. I can think of no other big drawbacks to the system.
E2 Shop System Review
See my answer under "Pros".
The software is very easy to learn and the interface is extremely easy to navigate. The modules provided exactly mirror the processes in our business so almost every part of the software is applicable to our day to day operations.
Having our business data archived, accessible and organized has sped up and simplified many of the tasks that used to take much longer. Estimates are now completed much faster and processes such as material receiving, shipping or the production of purchase orders for our vendors have become standardized and much easier to do. The time savings and insights into our business / production processes have made us more competitive and our customers (especially our larger industrial customers) see value in the advantages we've gained from the software.
The one part of the software that we find of little value is scheduling. This may not be the case for other users but as a job shop we've found that the scheduling module simply doesn't work with the realities of our production processes.
Growing Our Business
Seventeen years ago I was brought into CAMCO to research and implement a comprehensive business and shop control solution for them. Other previous attempts to do so weren't working out and then we found Shoptech. I'm still here!
Shoptech has enabled us to control and track the hundreds of jobs and thousands of associated parts that flow through our business monthly. We can see where our time and materials are and have a precise breakout of costs and income. The accounting and reports module generate all that is needed for our accountants to do their respective tasks and give upper management the oversight they need to run the business.
We're a growing company and as such have turn-over and new personnel growth. E2 is intuitive and our new employees seem to be able to adapt into the system with minimal effort and training. As the IT person here I have witnessed that peer-to-peer training seems to be all that is required to have that new person up and running on E2 within a short time and with little involvement from me, that's a big help! From Shipping and Receiving through final Billing, if our new hire has basic computing skills, their transition into that respective E2 function hasn't been a major training concern.
We're a service and repair facility and it took considerable effort improvising and rethinking to adapt the system into our way of doing things. Initially the software seemed to be over-kill and confusing for our needs but with time we were able to merge our methods with the system and adapt.