Resolve component shortages before production release
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One standard CRM. Eight examples of what changes when it is built around your industry.
Built for manufacturing.
Material requirements and shortages come from the customer order. Batch releases check specification and materials; dispatch checks completed production, quality release, quantity and paperwork.
What changes from the standard CRM
- 01Part, quantity and lead-time fields
- 02Costing approval before quoting
- 03Production milestones after order confirmation
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Manufacturing CRM demonstration
Manufacturing: enquiry to production
The sales team needs the same specification as production. Carry quantities, lead times and costing decisions from the customer conversation into the order.
Follow a real business process
Ship a released lot of 240 housings
A costed order, released material, retained inspection failure and traceable shipment. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Alder Instruments requests 240 housings to KP-H240 / rev B. Keep the drawing, quantity and lead time with the quotation.
- 02
Approve costing and release materials
Review the BOM and bring available billet stock to 480 components: two per housing. The material shortage clears before production release.
- 03
Confirm the purchase order
Record the customer's order and release the batch specification. Production and dispatch retain the same lot reference.
- 04
Complete production
Record the completed batch. Dispatch still waits for quality release and conformity paperwork.
- 05
Record the inspection failure
One of ten sampled housings fails tolerance. Record the non-conformance and hold the lot; the report now includes these actual inspection results.
- 06
Verify reinspection and release
Record the verified corrective action and release the lot. The original failure remains in the recorded sample pass rate.
- 07
Dispatch with conformity evidence
Attach the agreed conformity paperwork and record all 240 units dispatched. The quantity ledger and locked dispatch history protect the shipment.
From a costed requirement to a traceable shipment.
Three completed lots have passed inspection and shipped. Another is ready to dispatch, a live batch is in production, and a material shortage and failed pressure test show where the next intervention belongs.
Hold nonconforming lots until verified reinspection
Ship only the released quantity with its paperwork
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Part, quantity and lead-time fields
Your customer record includes part reference, order quantity, lead time in weeks.
02
Costing approval before quoting
Approve the costing before issuing the quote. Record the customer’s purchase order before creating the production order.
03
Production milestones after order confirmation
Once a record reaches Order confirmed, its customer and owner carry into production orders. You can complete milestones and trace each change in the history.
The details your industry actually works with.
BOM & materials
Revision-controlled part requirements, available stock and shortages calculate the material position for the order.
Try it in the manufacturing workspace ↑Production & lots
Lot references, quantities, routing and material release connect the customer specification to production traceability.
Try it in the manufacturing workspace ↑Quality & NCRs
Sample quantities, failures, corrective action and reinspections keep a nonconforming batch on hold until the issue is resolved.
Try it in the manufacturing workspace ↑Dispatch
Quality release, production completion, shipping quantity and customer paperwork checked before a batch leaves the factory.
Try it in the manufacturing workspace ↑Production, quality and fulfilment report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Material shortages
BOM requirements greater than recorded component stock
Batches awaiting completion
Planned, released and in-production lots
Quality holds
Distinct batches with inspections not yet released
Dispatches blocked
Open shipments with production, quality, quantity or paperwork blockers
Units in open production
Quantity across uncompleted batches; not available stock
Recorded sample pass rate
Weighted across recorded inspection results; planned samples excluded, original failures retained
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
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