Sales
Tracks quotations, customers and orders.
OCTO · Ready solutions
ERP and Manufacturing Management
Octo connects product definitions, sales orders, purchasing, production planning, quality checks and shipment in one shared structure. Teams work with the same data and follow order status, material requirements and production progress together.
How does it work for your business?
- Components, variants and operations in product definitions provide the basis for production requirements from a sales order.
- Planning compares the order with available stock: missing materials feed purchasing and planned work feeds work orders.
- Production and quality records stay linked to the same order. Warehouse and shipment teams follow completed work and goods ready for delivery.
EVERYDAY USE
From a need to an everyday workflow.
We can adapt this example flow to your responsibilities and record structure.
- 01
Define products so sales and production use the same components, variants and operation records.
- 02
Pass sales orders to planning. Delivery dates and quantities inform production requirements and priorities.
- 03
Compare stock with material needs. Link shortages to purchasing and planned work to work orders.
- 04
Record production progress and quality checks. Follow the history of the product, work and order together.
- 05
Match goods ready for delivery to shipments. Sales and warehouse teams see the order stage from the same data.
Enlarge screen ↗Who does what?
Example responsibilities; access is configured during implementation.
Planning and production
Works with material requirements, work orders, operations and production records.
Warehouse and management
Reviews stock movements, shipments and management reports.
Adapt it to your business.
- Product and variant fields
- Work order and operation steps
- Approval limits and owners
- Shipment and cost reports
Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.
A shared view of costs and orders.
Track quotation totals, currency, payment terms and product prices alongside order information. Review costs and management reports with production, stock and shipment data. Data exchange with your existing accounting software is agreed within the project based on available connectivity.
Integration approach →Frequently asked questions
Which processes are included in the ERP scope?
Sales, purchasing, stock, production, quality and shipment scope is agreed during analysis. Screens and custom adaptations are recorded in your proposal.
Do I need to replace my accounting software?
We assess working with your existing accounting software. Supported products and versions, fields and transfer direction are agreed separately.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.