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Industry · Project-based manufacturing

Project-based manufacturing from inquiry to invoice

Every project is one of a kind. The customer order opens a project immediately, and work orders and costs are collected under it, from the first position to post-calculation.

Etrust PIS is software for project-based manufacturing and joinery: from the deal in CRM and the quote with measurements to the project, engineering, production, shipping and invoice. It runs standalone or alongside your ERP.

Available for demoReferences: Metalika
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Typical flow

How work flows in project-based manufacturing

  1. CRM
  2. Quote
  3. Site measurement
  4. Order
  5. Project
  6. Routing
  7. Pre-calculation
  8. Release
  9. Production
  10. Post-calculation
  11. Shipping
  12. Invoice

Challenges

Challenges you know

  • Every project is different, and the BOM is built in spreadsheets
  • Work orders for the project are put together by hand, position by position
  • What a project really cost is only known months after handover
  • Design, routing and production each work with their own data
  • Deviations from the plan only show up in accounting

Solution

How Etrust PIS helps

  • Project from the customer order

    When the project customer order is confirmed, the system opens a project with positions and a project item.

  • Internal projects for stock

    You can also open a project internally, for stock; when a customer order arrives, MRP covers it with work orders already released.

  • Project routing from a template

    Import the project BOM and operations from a template; every re-import creates a new version.

  • Release by position

    When a position is authorized, a production order is created with a tree of work orders linked to the project.

  • Project pre-calculation

    Pre-calculation adds up the material, labour, machines and subcontracting of all positions before production starts.

  • Quote from pre-calculation

    Import the project, run a pre-calculation and create a quote for the customer from it.

  • Project post-calculation

    Post-calculation rolls up from the lowest work orders to the project, and you see the other project costs separately.

  • Realization report

    For every project operation you see the planned and actual quantity and the issued material.

  • Invoicing shipments

    Invoice project shipments in the invoicing module, without retyping them into another program.

We show you on your own product. Demo for project-based manufacturing: 30 to 45 minutes, no commitment.

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