| 01Estimating & Job Quoting |
Builds customer quotes using expected material, labor, machine, subcontracting, setup, overhead, and margin requirements for custom manufacturing work. |
Receive RFQ→
Estimate Material & Routing→
Calculate Cost & Margin→
Send Customer Quote
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Labor, material, machine, setup, and outside-process costing
Markup, margin, and quantity-break pricing
Quote-to-order conversion without duplicate entry
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| 02Work Orders & Job Travelers |
Converts accepted work into production jobs containing quantities, due dates, instructions, drawings, routings, materials, and operation details. |
Create Production Job→
Add Routing & Materials→
Release Job to Shop→
Track Job Completion
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Custom work orders and digital job travelers
Drawings, specifications, and revision attachments
Split, partial, repeat, and rework job handling
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| 03Routing & Operation Management |
Defines the sequence of machining, fabrication, assembly, inspection, and outside-processing steps required to complete each manufacturing job. |
Define Operations→
Set Work Centers & Times→
Sequence Job Routing→
Release to Production
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Operation sequencing and alternate routings
Setup, run, queue, and move-time tracking
Outside processing and subcontract operation support
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| 04Production Scheduling & Capacity Planning |
Schedules jobs across machines, work centers, and labor resources while considering due dates, available capacity, priorities, and production constraints. |
Review Open Jobs→
Check Work Center Capacity→
Sequence Operations→
Publish Shop Schedule
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Finite or infinite capacity scheduling options
Machine, labor, and work-center availability
Drag-and-drop rescheduling and bottleneck visibility
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| 05Material Planning & Inventory Control |
Tracks raw materials, components, work in process, finished items, and job-specific requirements so production has the right materials when needed. |
Calculate Job Material Need→
Check Available Stock→
Reserve / Purchase Material→
Issue to Production
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Raw material, WIP, and finished-goods tracking
Lot, heat, serial, and material traceability where required
Shortage alerts and purchase-recommendation support
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| 06Shop Floor Data Collection |
Captures real-time labor, setup time, machine time, quantities, scrap, operation status, and job progress directly from the production floor. |
Operator Starts Job→
Record Time & Quantity→
Report Scrap / Completion→
Update Job Status
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Touchscreen, kiosk, barcode, or mobile data entry
Labor, setup, machine, quantity, and scrap capture
Real-time operation and job-status updates
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| 07Quality & Inspection Management |
Records inspections, measurements, nonconformances, certificates, and quality requirements throughout manufacturing and before shipment. |
Define Inspection Requirement→
Inspect Material / Operation→
Record Results→
Accept / Correct / Reject
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Incoming, in-process, and final inspection support
Measurement, nonconformance, and corrective-action records
Certificates and customer-specific quality documentation
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| 08Purchasing & Outside Processing |
Manages purchase orders for materials and subcontracted operations such as heat treating, coating, plating, grinding, or specialty processing. |
Identify Purchase / Outside Need→
Create Vendor Order→
Receive Material / Service→
Update Job Cost & Status
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Purchase orders linked directly to manufacturing jobs
Outside-process shipment and return tracking
Vendor pricing, lead time, and performance history
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| 09Job Costing & Profitability Analysis |
Compares estimated and actual labor, machine, material, subcontract, and overhead costs to show the true profitability of each completed or active job. |
Collect Actual Production Costs→
Compare with Estimate→
Calculate Job Margin→
Improve Future Quotes
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Estimated-versus-actual cost comparison
Labor, material, machine, overhead, and vendor cost detail
Margin reporting by job, customer, part, or work center
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| 10Job Shop Reporting & Business Integrations |
Provides visibility into production status, utilization, delivery performance, costs, and profitability while connecting shop operations with accounting and other business systems. |
Aggregate Shop Data→
Measure Production Metrics→
Connect Business Systems→
Improve Shop Performance
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WIP, throughput, utilization, delivery, and margin dashboards
Accounting, CAD/CAM, payroll, ecommerce, and shipping integrations
APIs, exports, custom reports, and multi-location visibility
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