The order, the work order and the stock are the same conversation.
When a sales order lands, the material requirement, the production schedule and the invoice all come from it. No one re-enters a part number, and nobody finds out at dispatch that a component was never ordered.
What usually breaks
Production plans built in a spreadsheet that is a day behind the sales team
Stock figures that only reconcile at month end, by which point it is too late
Costing done after delivery, so a job that lost money looks like one that made it
- Bills of materialMulti-level, with versions and alternates.
- Work ordersScheduled against real capacity and material.
- Job cardsOperation-level tracking on the shop floor.
- Quality inspectionChecks at goods-in, in process and at dispatch.
- Material planningRequirements raised from confirmed demand.
- Batch and serial trackingFull traceability from supplier to customer.
- SubcontractingMaterial issued out and received back, accounted.
- Landed costFreight and duty absorbed into item value.
Order to dispatchone record throughout
SellQuote accepted, sales order confirmed
PlanMaterial requirement raised, shortfall purchased
MakeWork order scheduled, job cards to the floor
CheckQuality inspection recorded against the batch
BillDelivery note and invoice from the same order
Job costing updates as it goes, so margin is visible before delivery rather than after.
★★★★★
“We are experiencing significant changes in our workflow. Everything has become more organised and easier to manage, and the automation features along with the integrations are phenomenal.”
Harish MoreHead of Clinical Operations, Dr. Reddy's
- Organisations running on it
- 5,000+
- Typical go-live
- One week
- Free trial
- 30 days
The other four
Further reading
All writing- MarketingBenefits of CRM & ERP in Service-Based Industries9 min read
- OperationsERP and CRM Success Stories in Southeast Asia6 min read
- OperationsHow different is CRM from ERP?4 min read