Purchase Order System
Build a purchase order system with an editable purchase order template, live totals, budget validation, and approval-ready workflows.
Operations
Custom-Parts Manufacturing ERP
Stop pricing jobs in spreadsheets and retyping them into your ERP. Connect part costing, quantity-based pricing, and sales orders in a quoting workflow built around your shop.
OperationsManufacturingERP
About this template
You’ve already worked out the price. Your team shouldn’t have to type it in again. When costing lives in a spreadsheet and quotes live in your ERP, every order creates another handoff. Someone transfers the numbers, checks the quantity break, and makes sure the sales order matches what the customer accepted. Change the material cost, setup time, or shop rate, and there’s more to reconcile. Reflex helps you build manufacturing quoting software around your parts, your costing formulas, and the way your sales team works. Calculate the job, compare prices at different quantities, and carry the accepted quote into the sales order. Cost the part using the rules your shop actually uses. Bring material costs, setup time, run time, shop rates, and burden rates into one quoting workflow. Make the inputs visible and let authorised users adjust them, so your team can see how a price was calculated. Give sales a practical way to configure a quote. Capture the part, customer requirements, and order quantity in a guided screen. Apply your agreed costing and pricing rules so sales can prepare a quote without rebuilding the calculation in a separate spreadsheet. Make quantity breaks part of the quote. Compare prices for different order quantities, including how setup costs are spread across the run. Review the cost per part, selling price, and total before sending the quote. Carry the agreed price into the order. Use the accepted quote to populate the customer, part, quantity, and price on the sales order. Keep the order tied to the relevant quote revision. Define who can override a price and when an adjustment applies only to that order. Start with quoting, not a full ERP overhaul. A better quoting workflow may not require replacing your core system. We’ll assess how to read the part and material data you already maintain and create or update orders in your existing ERP. Data access, field mapping, and approval rules determine what can be connected. Build around a real job from your shop. Bring a recent quote, the spreadsheet or screen used to calculate it, and the sales order it became. Work with Reflex engineers to define the workflow, validate the calculations against your examples, and scope a practical first release. This is a custom application engagement. The image shows an illustrative concept with sample data; features and integrations are agreed for your project. Bring us one quote your team has to enter twice. We’ll use the call to understand your costing process, review your current systems, and identify the first handoff worth removing.
Frequently asked questions
This is a custom application engagement focused on quoting and sales orders. We agree the workflows and integrations around your operation. The preview illustrates one possible design.
That is an option we’ll assess first. We review how your ERP exposes part, material, customer, and order data, then define what the quoting app reads and writes. The integration approach depends on your system and access.
Your existing formulas are the starting point. We review material costs, setup and run times, shop rates, burden rates, and pricing rules, then validate the proposed calculations against sample quotes with your team.
Quantity breaks and authorised overrides can be included in the scope. We define how those changes affect the quote, a particular order, and future pricing so an exception doesn’t unintentionally change other orders.
That depends on the costing rules, data quality, and ERP integration involved. We use an initial call to define a focused first release, then agree the delivery plan and price.