ODAN
From lead to invoice in one system
End-to-end process from lead to invoice, a customer dashboard and automatically generated financial reports.
Read the story: ODANEvery order with its status, every part with its origin, every delivery date on a reliable plan: ERPNext links quotation, bill of materials, work order, delivery and invoice in one system. For Swiss manufacturers, machine builders and make-to-order and engineer-to-order shops.
In many companies this question costs time every day. The answer is spread across Excel lists, paper job tickets and the shop foreman's head.
The customer calls about their order. Sales asks the shop floor, the shop floor looks for the job ticket, and the answer arrives in the afternoon.
Job tickets are printed, completed by hand and typed in at the end. Whatever gets lost or is illegible on the way is missing from the post-calculation.
A component fails at the customer's site. Which batch did it come from, and which other machines contain the same batch? Without complete records, all you can do is search.
Sales confirmed the date before anyone checked material and capacity. Bottlenecks show up only when it is too late to solve them.
Each step builds on the previous one. Data is entered once and flows on, instead of being retyped in every department.
Prices from the costing with material costs, set-up and machining times, for several lot sizes if needed.
The quotation becomes a sales order in one click. Quantities, prices and requested date are carried over.
Multi-level bills of materials with assemblies and routing, imported from CAD or used as a template for variants.
The sales order creates the work orders, linked to order, bill of materials and material.
Each operation has a job card with workstation, quantity and time. The shop floor reports start, pause and completion.
Inspection parameters per item, an inspection record at goods receipt, in production or before shipping.
Partial and bulk deliveries from the same order. The open remainder stays visible until everything has shipped.
Invoice from the delivery note with Swiss QR-bill, per partial delivery or for the whole order.
Anyone who wants to know where an order stands looks in the system instead of walking to the shop floor.
For every sales order, sales and production see which work orders are running, which operation is in progress and how much is finished. Answering the customer takes a minute instead of half a day.
Serial and batch numbers follow every part from goods receipt through production to the delivery note. Which batch is in which machine, and which customer received it?
Times are recorded directly on the job card of the operation. For one manufacturer we built a shop floor app in which staff start and complete an operation by scanning a QR code. Actual times flow into the post-calculation.
At the entrance, staff clock in with their RFID badge. Attendance appears immediately in the employee portal and in payroll.
RFID time clockStandardised solutions for production: whatever repeats is set up properly once. Work orders then run in a structured way, no matter who creates them.
Bills of materials with variants, standard texts and inspection templates are set up once. A new order for a known product needs no preparation, only quantity and date.
Each routing defines the sequence of operations, the workstation and the standard time. From it come the job cards, the workstation load and the costs in the costing.
In series production you produce to stock based on minimum stock or a plan. In make-to-order production each work order comes from a sales order and stays linked to it. Both run side by side in the same system.
A delivery date is only as good as the material and capacity behind it. That is why production planning, purchasing and delivery belong in the same system.
Working hours and standard times are set up for each workstation. When a work order is released, ERPNext places the operations into free time slots of the workstations, so you can see where it gets tight.
From sales orders, bills of materials and stock levels, ERPNext calculates material requirements and creates work order and purchase suggestions. Missing material shows up in planning, not at the machine.
Hardening, coating or laser cutting at a supplier run through subcontracting orders. The material leaves with a delivery note, the processed part comes back into stock, and the costs land on the right order. Even outside the house you can see where a part is.
The production plan shows material, work orders and scheduled operations together. Production checks a requested date against real figures before sales confirms it.
The same building blocks, put together differently.
Make-to-stock with minimum stock levels, lot sizes and production plans. Batch numbers document every lot.
As ERP software for make-to-order production, ERPNext links every work order to its sales order. Costing, actual times and material can be analysed per order.
In project-based production, work orders, purchasing and hours belong to a project. Partial invoices and partial deliveries follow the project stages.
Multi-level bills of materials from CAD and serial numbers per machine and assembly, so that service and spare parts know later what was built in. An ERP for machine building in Switzerland, with Swiss documents.
CAD integrationHow manufacturers run their processes on ERPNext today.
From lead to invoice in one system
End-to-end process from lead to invoice, a customer dashboard and automatically generated financial reports.
Read the story: ODANPPWR documentation with AI
An AI reads the EU packaging regulation data from data sheets, specialists review only uncertain cases, documentation is produced per customer as a PDF package.
Read the story: WellPackAn open system, implemented and operated by a team in Switzerland.
Our team in Jona leads your project from the process assessment to go-live and supports you in operation afterwards. You talk to people who know your processes.
ImplementationERPNext is open source, with no licence fees. At the end of the contract you receive an export of your database and files in a standard format on request, so a switch is possible.
More about ERPNextWe adapt ERPNext to your processes and connect existing systems, such as your CAD, your bank or your shipping carriers.
CustomisationEvery work order is linked to its sales order and has a job card per operation. The shop floor reports start and completion directly in the system, on screen or by scanning a QR code. Sales and project management can see at any time how far an order has progressed.
Yes. Serial and batch numbers are recorded at goods receipt, in production and on the delivery note. You see which batch is in which product and which customer it was delivered to, and also the other way round, from the customer back to the supplier.
Yes. You can create as many delivery notes from one sales order as you need, and the open quantity stays visible. You can invoice each partial delivery separately or the whole order at the end.
Yes. In make-to-order production each work order comes from a sales order and stays linked to it. In engineer-to-order production, work orders, purchasing and hours belong to a project that you can bill with partial invoices. Series production runs alongside in the same system.
Yes, for clocking in and out: staff use their RFID badge at a terminal that we supply. Time per operation is recorded on the job card, on screen or by QR code scan in a shop floor app. Both flow into post-calculation and payroll.
It depends on the scope and on how actively you drive the project. An entry solution with standard processes is productive within a few months, a complete solution typically takes 3–8 months from kick-off to go-live. We start with a process assessment and then quote the implementation at a fixed price.
In the demo we run it from quotation to delivery. Or we map your processes in a process assessment and quote the implementation at a fixed price.