Module
Quote Management
Every RFQ’s bid decision, design work, technical and commercial status and due date in one list.
RFQ and revisions
Customer request no, RFQ reference and revision, page count on the quote record.
Bid and design decision
“Should we quote?” and “Should we design?” plus design calculation status in separate fields.
Technical and commercial flow
Technical and commercial quote statuses tracked separately; engineer and sender are clear.
Due dates and priority
Priority and days remaining on the list; items due within 7 days in a saved view.
About Quote Management
How does a won quote become a project?
Customer, equipment and reference data move into the project; the same customer request number is kept.
Can we report quotes by year or customer?
Yes. The list groups and summarizes by customer and year and exports to Excel.
Modules that work together
Project Tracking
Each piece of equipment’s deadline, PED/ASME scope, revisions, labor hours and owners on one project record.
ExploreStock Tracking
Which certified material went to which equipment, what’s left in stock and what’s reserved, tracked record by record.
ExplorePurchasing
From material request to PO, receiving to incoming QC: one flow keyed by project number.
ExploreProduction Tracking
Follow material from request to stock and from stock to equipment.
ExploreShipments
When the project ships, in which crates, by which route and with whom, in one record from preparation to delivery.
ExploreAccounts
Domestic and international customers and suppliers together with their quotes, projects and orders.
ExploreMaterial Planning
Material demand of the selected projects, with where each item will come from and the stage it is in today.
ExploreSubcontracting
Work sent out and taken in is tracked by project number and tied to the quality plan.
ExploreNonconformance and CAPA
Every nonconformance is recorded with its source, severity and batch, and followed through to root cause and verified corrective action.
ExploreEquipment and Maintenance
The status of machines, instruments and hand tools comes from their maintenance records; faults, maintenance and calibration share one history.
ExploreProcess Times and Gantt
How long each step from request to production really takes, and how well suppliers keep their dates, measured from the dates in your records.
ExploreManufacturing Finance
Production cost and invoice data are processed and the official entries handed to your accounting software. Optional module, not part of the default installation.
ExploreLet’s walk through the screens
In a screen share we walk quote, project and stock screens on one of your own projects. No install needed.