One job record from estimate to invoice: a won quote creates the job with its routings, the floor reports status from tablets, and inspection records and certificates stay attached. Your quoting rules carry through intact.
Illustration of a manufacturing integration built by Baybloom: quoting, the ERP, and the shop floor sharing one job record, with routing and material exceptions waiting for review.
QuotingQuotes · 96 open
ERPJobs · 318
Shop floorOperations · 1,204
SyncQuote to job to floor · every 5 min
Exceptions3
Job 5123Routing missing for op 30Needs review
Quote 8841Material price staleNeeds review
Op 2207Terminal timeout · retry 2 of 5Retrying
Resolve and retry
318 jobs synced to ERP
What is different in this industry
The requirements that change the work.
The job is the record
A quote becomes a job, and the job gathers routings, materials, quality records, and an invoice. Each system holds a piece; the integration makes it one record.
Quoting depends on configuration
Pricing lives in an engineer’s spreadsheet with rules the ERP cannot express. The integration has to respect those rules, not flatten them.
The shop floor is not at a desk
Job status, time, and quality checks come from the floor, on tablets or scanners, offline where the signal fails.
Customers and auditors want the paper trail
Certificates, inspection records, and supplier documents must stay attached to the job and retrievable years later.
What we build
Systems integration, applied here.
Quote to job
Won quotes create the job in the ERP with its routings and materials, without re-keying.
Shop-floor tracking
Job status, time, and quality checks captured on the floor and posted to the job.
Quality and documents
Inspection records, certificates, and supplier documents attached to the job.
Shipping and invoicing
Completed jobs ship and invoice from the same record, with exceptions visible.
What a first release could include.
In the first release
A written map of systems, the job record, and who owns each field
One flow: quote to job, or floor to job status
An exception queue with reasons and owners
Documents attached to the job
Monitoring and a runbook
Usually later
Quality records and certificates on the job
Shipping and invoicing from the job
Job costing and margin reporting
Systems in play
ERP: Epicor, Global Shop, JobBOSS, NetSuite, Acumatica
Quoting and CAD-linked estimating tools
Shop-floor terminals, tablets, and scanners
Quality management systems
Supplier portals and documents
Shipping and accounting
Features
What the software can include.
Engineering change control
Drawing and revision changes linked to open jobs, so the floor works from the current revision and every change is recorded.
Material and purchasing links
Materials required by each job checked against stock, with purchase requests raised for shortfalls and receipts posted to the job.
Nonconformance and corrective action
Failed inspections logged against the job with photos and dispositions, routed for review, and tracked through corrective action.
Work center scheduling
Jobs sequenced across work centers from the routings in the ERP, with the schedule updated as the floor reports progress.
Customer order status
Customers check job status, ship dates, and documents through a portal instead of calling the office for updates.
Lot and heat traceability
Material lots, heat numbers, and serial numbers recorded at each step, so any shipped part can be traced to its sources.
Precision fabricator
A won quote creates the job with its routings, and the floor reports status from tablets.
Precision fabricators often quote in a spreadsheet, re-key each won job into Epicor or JobBOSS, and keep inspection records in a filing cabinet. The work starts with a written map of the systems, the job record, and which system is the source for each field. A first release then connects the quoting rules to the ERP, so a won quote creates the job with its routings, and puts job status on tablets on the floor. Mismatches land in an exception queue with a reason. Inspection records and certificates attached to the job fit a later phase.
Questions
Before you start.
What firms in this industry ask about this work.
Can you keep our quoting spreadsheet’s rules?
Yes. The rules are written down and built into the integration or a quoting tool, rather than flattened to fit the ERP.
Does the floor need new hardware?
Usually not. Tablets or scanners you already have, or can buy off the shelf, are enough. The software works offline where the signal fails.
What about our ERP?
It stays the owner of jobs, materials, and invoices. The integration removes the re-keying around it.
Where do we start?
In most shops, we start with quote to job: it removes the most re-keying and gives the floor a job to track.
Can you integrate with an older or heavily customized ERP?
In most cases, yes. Where the ERP has an API, the integration uses it; otherwise we work through its database, import tools, or file exchange, in agreement with whoever supports the ERP. Customizations are documented first so the integration respects them rather than working around them.
How are traceability records kept for audits?
Material certificates, inspection results, and lot or heat numbers are attached to the job as it moves through the shop, then kept with the shipped order. Records are searchable by job, part, customer, or lot, so an auditor’s request becomes a search rather than a trip to the filing cabinet.
What happens when the integration fails?
Every failed transfer lands in an exception queue with the reason and an owner, so nothing disappears silently. Monitoring alerts the named owner, the runbook explains the common fixes, and records can be resent once the cause is corrected. The ERP stays the system of record throughout, so work on the floor continues.
