Manufacturing blueprint

Orders, BOMs and suppliers on one production line.

Small manufacturers and fabricators handling custom orders, materials and supplier relationships. Bills of materials and production orders are records in their own right.

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Sound familiar?

01

Quotes that guess at material cost

With no bill of materials behind the quote, margin is a hope rather than a number.

02

Stock-outs stop production

Materials run out mid-job because inventory lives in someone’s head.

03

Supplier quotes lost in email

RFQs and price comparisons buried in an inbox at the moment you have to decide.

The Manufacturing blueprint

What installs when you pick Manufacturing.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Manufacturing Sales Pipeline

  1. 1RFQ/Enquiry Received
  2. 2Technical Review/Feasibility
  3. 3Costing & Quoting
  4. 4Quote Sent
  5. 5Negotiation
  6. 6Purchase Order Received
  7. 7Production Planning
  8. 8In Production
  9. 9Quality Inspection
  10. 10Ready to Dispatch
  11. 11Dispatched
  12. 12Delivered & Invoiced
  13. 13Closed

Custom fields on top of the standard ones

FieldType
RFQ Numbertext
Material Costcurrency
Margin %number
Lead Time (days)number
Minimum Order Qtynumber
Batch Referencetext

Records it adds extra record types beside contacts, deals and jobs

  • Products
  • Bills of Materials
  • BOM Line Items
  • Production Orders
  • Work Orders
  • Suppliers
  • Quality Inspections

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Manufacturing blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Manufacturing blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Manufacturing Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Manufacturing blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Manufacturing Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Manufacturing blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Manufacturing Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how manufacturing actually works.

  • Bills of materials recorded with their total cost, so quotes are priced from real numbers
  • Multi-warehouse inventory with bin locations and reorder visibility
  • Purchase orders and supplier quote comparison built in
  • Quality inspections and batch references per production run

Blueprints stack. Run Manufacturing alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Construction and trades12 stages · Lead/Opportunity Identified → Closed E-commerce5 stages · New Lead → Fulfilled Telecom and ISP6 stages · New Enquiry → Activated

See all 25 blueprints →

Your manufacturing workspace, live in about two minutes.

Choose Manufacturing when you sign up and start the 21-day free trial. No card needed to look around.

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