Custom ERP for Quoting, Production and Operations
Connect orders, production, installation, dealers and documents into a single flow, built around the way your company actually works.
Quotes sit in one place, production in another, installations in a calendar, and documents are filled in by hand. When a customer asks where their order is, the answer should not take three phone calls.
Once the quote is accepted, the same data can carry on into the order, production, installation, delivery and documents.
No actions yet — add a customer or generate a quote.
What a custom ERP can include
Sales pipeline
What we do: Every enquiry becomes a record with a stage, an owner and a history, linked to the quotes issued for that customer.
Enquiries arrive by phone, on WhatsApp, through the form and from the showroom, and following them up lives in the salesperson's head.
Every enquiry has an owner and a clear history, so the risk of a lead being forgotten drops.
Production scheduling
What we do: Every job gets its own reference and clear states, from scheduled to delivered, linked back to the quote and the contract.
What was promised in the quote reaches the workshop retyped by hand, and the only way to know the status of a job is to ask.
There is a clear link between what was quoted, what was approved and what has to be made, with no data re-entry.
Installation, service and callouts
What we do: We schedule crews against jobs, with later callouts attached to the same job.
Crews are scheduled in a separate calendar, and after-delivery callouts leave no history behind.
You can see what was installed, which crew did the work and the history of later callouts.
Dealer and distributor portal
What we do: Every partner gets access to their own quoting flow and their own orders, with the prices that apply to them.
Partners ask for quotes by phone and email, and someone in the office prices each one by hand.
Dealers can configure and issue quotes approved for their access level, and the orders stay visible centrally.
Auto-generated documents
What we do: Documents are generated from the data already in the system, using your own format and clauses.
The contract, the delivery note, the warranty certificate and the handover protocol are filled in by hand, with the same data, every time.
Documents are generated from data already in the system, cutting filling-in time and transcription errors.
How order tracking changes
Today
With the system
Today
The enquiry comes in by phone and gets written on paper
With the system
The enquiry becomes a record, with an owner and a due date
Today
The accepted quote is retyped for the workshop
With the system
The production order is generated from the quote
Today
You find out the status of a job by asking someone
With the system
The status is visible, with a history of every change
Today
Installation is scheduled in a separate calendar
With the system
Installation is attached to the job, with the crew assigned
Today
Documents are filled in from scratch
With the system
Documents are generated from the data already there
What a VIBEZ custom ERP is and is not
- The system is built around your commercial and operational flow, not around standard modules your processes have to fit into.
- It does not replace your accounting software and does not keep your statutory books.
- It does not run payroll or manage HR.
- It can integrate with the applications you already use for invoicing, stock, shipping and other operations.
- Modules and features are defined by the processes they have to handle.
The same data, from one end of the flow to the other
Information entered once on the enquiry travels on through the quote, order, production, installation and documents.
- 01 · Enquiry
- 02 · Quote
- 03 · Order
- 04 · Production
- 05 · Installation
- 06 · Documents
What happens in the background when a quote is approved
The steps below are an illustration of how data travels inside a system built around your processes.
- quote approved → order record created
- product configuration → bill of materials
- order → production schedule
- job → installation crew scheduled
- order data → contract and documents
- status updated → visible on the dashboard
From CPQ configurator to ERP, with no data re-entry
The configurator establishes the product, the configuration and the price. Once the quote is approved, the same information can generate the contract, the production order, the BOM and the following stages of the job.
See the CPQ configurator and quoting softwareAutomation and API integrations
Links to invoicing, stock, couriers and the rest of your applications.
Dashboards and reports
What gets reported from the data the system collects.
The production types we work with
The sectors where the sales and production workflow looks like this.
How we work
The steps of a project, from audit to roll-out.
Want to see what the whole flow looks like in one system?
We map how an order travels from quote to production today and find where work is duplicated, information is lost or data you need is missing.
Book the free audit