Manufacturing

Manufacturing · overview of the industrial vertical

The Manufacturing vertical turns SellioCRM into the commercial front end of an industrial company: accounts with plants and distribution centers, product configuration checked against rules, quotes with frozen pricing, orders handed off to the ERP, mirrored availability, and the whole aftermarket (installed base, warranty, parts, service contracts, returns, quality and CAPA). It ships turned off and changes absolutely nothing until an administrator enables it. Cost and margin appear only to people who have permission.

Manufacturing is one of the SellioCRM verticals. It exists because an industrial sales cycle does not fit a generic pipeline: the customer is not one company, it is a group with a headquarters, branches, plants and distribution centers; the product is not a catalog item, it is a configuration that has to be valid before it can be priced; delivery is not promised against CRM stock, it is promised against ERP stock; and the sale does not end at signature, it starts there, with warranty, parts, maintenance contracts and returns that run for years.

The vertical adds all of that without touching what you already use. Opportunities, contacts, activities, proposals and reports keep working exactly as before. Anyone who does not enable Manufacturing does not even see the menu item.

How to enable it

Go to Settings and open Verticals.
Enable Manufacturing. Only account administrators can do this.
Refresh the page: the Manufacturing item now appears in the menu.
Open Manufacturing and start with the Accounts tab, mapping out the structure of your industrial customers.

If the vertical is off and somebody opens the screen anyway, it shows the message "This vertical is not enabled. Turn it on in Settings → Verticals" and nothing else. No data is displayed and no read is performed.

💡 Disabling the vertical erases nothing. Your Manufacturing data stays stored and comes back untouched when you enable it again.

The Manufacturing screen

The screen has seven tabs, and each one answers a different everyday industrial question:

Accounts: who the customer is, and where they manufacture or take delivery.
Configurator: what exactly is being sold, and whether that combination holds up.
Availability: how much can be promised, and against which mirrored stock.
Orders & ERP: what has already been handed to the factory system, and what is blocking the rest.
Aftermarket: how much the installed base earns and where it hurts.
Compliance: can this sale be exported to this destination?
Approvals: who has to sign off on this exception.

Accounts and plants

On the Accounts tab you build the customer tree. Under New account, enter the Name and pick the Type from Corporate group, Headquarters, Branch, Plant and Distribution center. The plant is the atom of this vertical: availability by location, service contracts, installed assets and the forecast all hang off it. Registering only the headquarters works, but you lose the read at the plant level, which is usually where the buying decision actually happens.

Example: The Andrade Metalworks group becomes an account of type Corporate group. Under it sit the Headquarters in São Paulo, the Sorocaba Plant and the Itajaí Distribution center. A preventive maintenance contract of US$ 3,200 a month is recorded against the Sorocaba Plant, not against the group, because that is where the technician goes.

Aftermarket

The Aftermarket tab is a live dashboard, built from the data you record right there. It shows the recurring revenue from service contracts (the monthly value summed and the annual projection), how many Active contracts there are, the Returns (RMA) metrics with the total, the open ones and the average resolution, and the Quality panel with Open issues and open critical issues.

On that same tab you operate, you do not just observe. Under New service contract, pick the Contract type from Preventive, Corrective, Full service, Inspection, Calibration and Remote support, enter the Monthly value (MRR), the Currency, the renewal date and the next visit. Under New return (RMA), enter the Reason (Defect, Warranty, Wrong item, Shipping damage, Not as described or Other), the quantity and the credit amount, then move the return through the states Requested, Approved, Received, Inspected and Resolved, choosing the disposition: Repair, Replace, Refund, Credit, Scrap or Return to stock.

The CAPA candidates (recurring failures) block is the one that saves the most money over time. It cross-references the complaints and points out the products that have failed too many times, suggesting you open a corrective or preventive action. By default a product joins the list at three occurrences.

What works behind the scenes

Beyond the tabs, the vertical brings engines that operate across the sales cycle and are set up by whoever handles your integration:

Product configuration: declarative rules that keep an impossible combination from ever becoming a quote. See the article Manufacturing · industrial product configuration.
Pricing: a waterfall of volume discount and manual discount over the list price, with a price floor, a maximum discount and a minimum margin; breaking any of those limits triggers an approval.
Versioned quotes: every line freezes the price, the total and the exchange rate at creation. Changing a pricing rule later does not alter a quote already issued; revising one creates a new version.
Orders and ERP: validation with blockers before the order is handed to the ERP, idempotent transmission and reconciliation of discrepancies. See the article Manufacturing · integrating with the industrial ERP.
Availability and ATP: a delivery promise calculated on the stock mirrored from the ERP. See the article Manufacturing · availability and delivery promise (ATP).
Installed base: every unit delivered with its serial number, its original configuration and a history that only grows.
Warranty and parts: warranty eligibility, supplier recovery, part compatibility by model and a replenishment suggestion based on consumption.
Sales agreements: committed volume by product, plant and period, with a report of planned against actual.
Forecast: a forecast with its source declared (current run rate, projects, collaborative or manual adjustment) and accuracy of forecast against actual.

Bill of materials

The bill of materials that says what each assembled product is made of has its own article: read Product structure (BOM). Manufacturing product configuration explodes that same structure once the customer's selection is valid, so it pays to have your BOM in order before you start writing configuration rules.

Permissions, cost and margin

Everything in the vertical respects organization isolation and your permission set: nobody sees another company's data and nobody writes where they may not. Cost and margin are treated as restricted information. Anyone without the cost permission simply does not receive the number, on any screen and in any export. On the Aftermarket tab, margin on recurring revenue only appears when every active contract has its cost filled in: with one contract missing a cost, the calculation would be a misleading average, so it is not shown at all.

💡 If the Manufacturing item does not appear in your menu, it is almost always one of two reasons: the vertical was never enabled, or your role does not grant access to it. Talk to whoever administers the account.

Open this article inside the system →