What was the problem?
Every order is made to a customer's own part, with its size, material and rate. Quotations, work orders, production stages, packing and dispatch were spread across an older system, spreadsheets and paper job cards, so the office and the shop floor rarely saw the same picture.
What did Helmsman build?
An ERP rebuilt around how the factory works. A quotation becomes a proforma and a work order, each order moves through its production route stage by stage with quality checks, and packing and dispatch record the transporter and the consignment note. Each salesperson works from their own customers, stores issue material against the job, and invoices go across to the accounting package.
Delivered
- Quotations & proforma
- Work orders
- Production routes & QC
- Stores & material issue
- Packing & dispatch
- Purchasing
- Sales dashboards
- Accounts & invoicing
What changed for the business?
Management sees what is pending, in production, packed and dispatched on the same day, and everyone sees the part of the business they are responsible for.