Manufacturing ERP · User Guides

Documentation

Complete user guides for every module in Manufacturing ERP — from first quote to final invoice. For pricing, feature list and screenshots, see the Manufacturing ERP product overview.

Overview

Live production KPIs, alerts, and pipeline status at a glance.

Sales

RFQ & Estimates

Create and manage Requests for Quote and turn them into priced estimates.

/a/rfq · /a/estimates

Convert accepted estimates to SOs and track them through to shipment.

/a/sales_orders

Customer master directory, contact details, and full order history per account.

Create shipment records, assign carriers and tracking numbers, mark orders delivered.

Generate customer invoices, track payment status, and sync to QuickBooks Online.

Production

Plan, release, and close manufacturing jobs. Issue materials from BOM and track progress.

Operator-facing job card view — clock in/out of operations and log production output.

Define your product catalog, build Bills of Materials, and set reorder points.

/a/products_bom

Quality Control

Log NCRs, manage post-production inspections, and track scrap and rework rates.

/a/quality_control

Supply Chain

Real-time stock levels for 1,000+ items. Make adjustments and view full history.

Purchasing & MRP

Create purchase orders, manage suppliers, and use MRP to identify material shortages.

/a/purchasing_mrp

Administration

Analytics & Reports

Live cross-module KPIs, revenue charts, and the full sales orders register with CSV export.

Map product categories to QuickBooks Online account lines for correct ledger posting.

/a/product_groups

Settings — User Management

Invite team members, assign role-based permissions, and manage active users.