Engineering ERP Software
Manage engineer-to-order and make-to-order projects from design and estimation to fabrication, dispatch and billing.
Common Engineering Challenges
- Each order is different, so standard costing does not work
- Design changes are not reflected in purchase and production
- Project-wise material and labor cost is unknown
- Delivery commitments slip without warning
One System for the Whole Operation
Engineering ERP treats every order as a project with its own BOM, budget and schedule, so design revisions flow into purchase and production and you always know the true project margin.
Key features
- Project-wise BOM and revisions
- Estimation and costing per order
- Job work and subcontracting control
- Milestone-based billing
- Drawing and document attachment
Modules Included in Engineering ERP
A typical Engineering ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Engineering Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
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1InquirySales
Inquiry
- Department
- Sales
- Users / Roles
- Estimation Engineer
- Sales Manager
- Inputs
- Customer or business requirement
- Activities
- Inquiry recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Estimation
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Estimation
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2EstimationSales
Estimation
- Department
- Sales
- Users / Roles
- Estimation Engineer
- Sales Manager
- Inputs
- Output of: Inquiry
- Activities
- Estimation recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Quotation
- ERP Modules
- Quotations
- BOQ & Estimation
Typical configuration – refined to your exact process during implementation.
Next process: Quotation
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3QuotationSales
Quotation
- Department
- Sales
- Users / Roles
- Estimation Engineer
- Sales Manager
- Inputs
- Output of: Estimation
- Activities
- Quotation recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Order
- ERP Modules
- Quotations
- BOQ & Estimation
Typical configuration – refined to your exact process during implementation.
Next process: Order
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4OrderSales
Order
- Department
- Sales
- Users / Roles
- Estimation Engineer
- Sales Manager
- Inputs
- Output of: Quotation
- Activities
- Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Design / BOM
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Design / BOM
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5Design / BOMDesign
Design / BOM
- Department
- Design
- Users / Roles
- Design Engineer
- Draftsman
- Inputs
- Output of: Order
- Activities
- Design / BOM recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Purchase
- ERP Modules
- Manufacturing Planning
- Bill of Materials
Typical configuration – refined to your exact process during implementation.
Next process: Purchase
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6PurchasePurchase
Purchase
- Department
- Purchase
- Users / Roles
- Purchase Manager
- Inputs
- Output of: Design / BOM
- Activities
- Purchase recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Fabrication
- ERP Modules
- Purchase
- Supplier Management
Typical configuration – refined to your exact process during implementation.
Next process: Fabrication
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7FabricationDesign
Fabrication
- Department
- Design
- Users / Roles
- Design Engineer
- Draftsman
- Inputs
- Output of: Purchase
- Activities
- Fabrication recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Inspection
- ERP Modules
- Production
Typical configuration – refined to your exact process during implementation.
Next process: Inspection
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8InspectionQuality
Inspection
- Department
- Quality
- Users / Roles
- QC Engineer
- NDT Inspector
- Inputs
- Output of: Fabrication
- Activities
- Inspection recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Dispatch
- ERP Modules
- Quality Control
Typical configuration – refined to your exact process during implementation.
Next process: Dispatch
-
9DispatchLogistics
Dispatch
- Department
- Logistics
- Users / Roles
- Logistics Manager
- Transport Manager
- Dispatcher
- Inputs
- Output of: Inspection
- Activities
- Dispatch recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Milestone Billing
- ERP Modules
- Trips & Dispatch
- Fleet Management
Typical configuration – refined to your exact process during implementation.
Next process: Milestone Billing
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10Milestone BillingFinance
Milestone Billing
- Department
- Finance
- Users / Roles
- Accountant
- Inputs
- Output of: Dispatch
- Activities
- Milestone Billing recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Who Uses Engineering ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Managing Director
- Projects Head
Sales
- Estimation Engineer
- Sales Manager
Design
- Design Engineer
- Draftsman
Purchase
- Purchase Manager
Production
- Production Manager
- Fabrication Supervisor
- Welder / Fitter
Quality
- QC Engineer
- NDT Inspector
Warehouse
- Store Keeper
Finance
- Accountant
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current engineering processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Engineering ERP
See Engineering ERP configured for your processes. Request a personalised demo or a quote for your requirement.