Frequently asked questions

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Customer records, leads and opportunities, quotes and orders, engineering and material planning, shop-floor work and quality, purchasing, inventory, shipping and local finance. The system connects the accepted customer commitment with the work needed to produce, deliver and invoice it.

An opportunity tracks a commercial possibility. An accepted quote and independently approved order establish the customer commitment used in planning. Pipeline estimates, planning forecasts and firm orders remain distinct, so winning an opportunity does not automatically release a job or create the same demand twice.

Sales can follow authorized stock availability, order commitments and production progress. Planners review materials and work-centre capacity before arranging a feasible schedule. The original customer promise remains visible alongside reviewed changes and actual deliveries; a revised plan does not erase an earlier missed date.

An independent Sales Manager approves the accepted sales-order revision. An independent Finance Manager approves each invoice or credit revision. The person who prepared or materially changed the document cannot supply its independent approval. Separate credit, engineering, quality and cost decisions still apply where required.

The scope includes product-quantity forecasts, material requirements planning and production scheduling against working calendars and capacity. Accepted orders consume the applicable approved forecast. Planners review recommendations before firming supply or releasing work; the scope does not promise an automatic plant-wide scheduling optimizer.

Released work retains its approved bill of materials, routing, units and required checks. Engineering changes create reviewed successors. Applying a change to work already underway requires an explicit decision about the remaining work; it cannot silently rewrite material consumption, completed output or earlier approvals.

The relevant quantity remains held until the required independent quality decision and any rework or correction are complete. Inspection results follow the applicable plan and actual goods. A first-article or partial acceptance releases only its defined scope, without approving the rest of an order by implication.

Each legal entity retains its own stock ownership, ledger and authority. Document currencies and reviewed conversion rates remain with the transaction, with local receivables, payables and period close. Shared records or locations do not automatically combine company balances; group consolidation is outside the baseline scope.

Assistants can help authorized people prepare work, summarize customer or production history and investigate exceptions. They use the same current access restrictions. Required human approvals, quality results and actual physical or bank outcomes still need their proper evidence; an assistant cannot invent them or bypass an unresolved decision.

Yes, the model retains accepted final output, shipments and invoice quantities separately. Each partial action uses only the remaining eligible quantity and value. Intermediate operation counts do not multiply finished goods, and invoicing a shipment does not issue its stock or production cost again.

Ordinary manual work has no per-user fee. Machine requests, retained data beyond the included allowances, agents and model usage follow the platform rate card. Implementation is separate. See pricing for the complete rates, credit packs and model-fee treatment.