Orders and Handover

Demo data

What happens when a quotation is accepted and the job moves into the works.

Company context: All Companies

What this module does

Convert an accepted quotation into an order record with the agreed lines, tolerances and lead time.
Preserve critical requirements, such as F/S ±0.25mm grinding or BS EN 10160 testing, onto the works paperwork.
Track collection or delivery arrangements and the promised date.
Hand a clean, unambiguous record to the works rather than a forwarded email chain.

Order records are demo only. This prototype is not connected to any works or scheduling system.

Working in this prototype

No live system is connected

CARL in this module

CARL prepares the handover record and highlights anything on the order that constrains production.

A person confirms the handover before the works record is treated as live.