These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- ERP + CRM
- Who it's for
- Make-to-order manufacturers
Make-to-order manufacturers
A make-to-order manufacturer needs a delivery promise that operations can explain. ERP + CRM connects the commercial order to planned supply and production work, with bill-of-material and routing references retained through release. Sales Rep can follow the customer commitment while Production Planner works through shortages and schedule changes.
How ERP + CRM is set up for you
Demand-linked supply
Review the material planning horizon and warehouse scope, then follow each planned order to the customer or component requirement it supports. Firm bought and made supply through their appropriate paths.
Execution basis
Release work against the selected bill of material and routing. Keep operation assignments and planned dates available when the team discusses a delay.
Accepted output
Follow production reporting into required inspection and terminal completion. Warehouse Manager needs accepted stock before it becomes available to a customer shipment.
Cost follow-up
Accountant reviews material, labor and overhead entries alongside completed cost and remaining work in progress. Production quantity and financial completion answer different questions during close.
A make-to-order manufacturer needs a delivery promise that operations can explain. ERP + CRM connects the commercial order to planned supply and production work, with bill-of-material and routing references retained through release. Sales Rep can follow the customer commitment while Production Planner works through shortages and schedule changes.
Choose a product with a stable bill of material and a representative routing. Reconcile its component units and work-center rates before loading demand. Agree who can release work, how shortages are escalated and which quality evidence is required before finished output enters stock.
Rehearse a customer assembly order with a bought component shortage. Firm the requirement, approve the supplier commitment and release production using the reviewed execution basis. Delay the component in the rehearsal, then inspect the changed schedule and the original planned finish before revising the customer promise.
Record partial output and scrap, and trace accepted completion into stock before dispatch. Review the corresponding work-order cost with Accountant at period end. Expand to other products after the team can reconcile that case from the accepted quote through shipment and customer settlement. Use [Demand to production completion](/erp-crm-suite/processes/demand-to-production-completion) as the operating rehearsal.
Features to start with
Production planning
Connect material requirements and scheduled work to the customer demand they are intended to satisfy.
Quotes and sales orders
Review the commercial revision, customer acceptance and delivery commitment before operations takes over.
Purchasing and suppliers
Carry approved demand into supplier commitments, accepted supply and reviewed bills.
Roles on the team
- Sales Rep
- Owns lead qualification, customer follow-up and preparation of offers and orders.
- Sales Manager
- Reviews commercial commitments and monitors the opportunity forecast.
- Purchasing Manager
- Prepares supplier commitments and reviews purchasing requests under the agreed authority policy.
- Warehouse Manager
- Owns physical receipt, quality disposition, stock reservation and shipment evidence.
- Production Planner
- Coordinates material planning and scheduled manufacturing work against customer demand.
- Accountant
- Prepares billing, settlements, journals, asset calculations and close evidence.
- Finance Manager
- Decides financial approvals and payment release while reviewing the period and asset position.
Set up ERP + CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.