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Sales Module and Quote-to-Order Flow

Streamline sales-to-production in manufacturing with factory.online. Convert quotes to orders, reserve materials and capacity early, and align sales with planning, MRP, and execution.

Updated over 4 months ago

Streamline Your Sales-to-Production Pipeline

In manufacturing, the sales process is more than just a handshake and a price. Every quote, every custom requirement, and every delivery date must flow smoothly into production and procurement. factory.online makes this seamless.

From Inquiry to Order Confirmation

The Sales Module in factory.online helps you:

  • Track customers and communication history

  • Generate structured quotations

  • Capture technical specs, tolerances, and packaging

  • Book materials and capacity for likely deals

  • Convert quotes into actionable sales orders

Why It Matters

Traditional systems treat sales as a disconnected layer. Our approach ties sales directly to material planning, capacity reservation, and job order generation. This means less guesswork, fewer delays, and smarter decisions.

Key Features

Customer Management

  • CRM-lite interface

  • Contact history and quote tracking

Quotation Management

  • Multi-item quotes with due dates

  • Tolerances (e.g. cable length ±5%)

  • Packaging requirements by destination

  • Book capacity and materials before confirmation

Sales Orders

  • Convert quotes with one click

  • Track invoiced vs. delivered

  • Include service items (e.g. delivery, training)

  • Real-time integration with MRP and MPS

Make-to-Order & Make-to-Stock Compatibility

· Assign sales orders to specific jobs (MTO)

· Trigger replenishment to stock (MTS)

Benefits

· Avoid under- or over-booking materials

· Improve on-time delivery by early capacity planning

· Keep finance, supply chain, and production aligned

This module is your first step toward end-to-end synchronization.

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