Industry: made-to-order and engineer-to-order manufacturing

ERP for project-based manufacturing: build to PO, deliver to site

When every order is built to a customer PO and delivered or installed at a site, the project is the unit of the business, not the item. ClassicNext links every quotation, purchase, work order, dispatch, installation and invoice to the project it belongs to, so milestone billing and project-wise profitability come from the records, not from a month-end exercise.

  • Furniture and fixture manufacturers supplying offices, retail and hospitality
  • Kiosk, counter and display unit builders
  • Modular structure and prefabricated cabin manufacturers
  • Industrial fabrication and equipment builders working to customer drawings
  • Interior fit-out contractors with their own factory
  • Engineer-to-order manufacturers with installation teams in several cities
Sales order print preview with customer, delivery date and item lines

Why ERP

Why make-to-order manufacturers outgrow a stock-and-sell ERP

A standard manufacturing ERP is built for repeat items and stock. A project-based manufacturer needs the opposite: one-off BOMs, purchases tied to a job, dispatch in phases, installation at the customer’s site and invoices on milestones. ClassicNext puts the project at the centre and hangs every document from it.

  1. 01

    Project created from the customer PO, with sites, milestones, budget and manager.

  2. 02

    Quotation, sales order, material requests and purchase orders carry the project reference.

  3. 03

    Work orders and job cards per project, with material issued against the job.

  4. 04

    Phased dispatch with delivery notes per site or per lot.

  5. 05

    Installation jobs for multi-location teams with dates, expenses and completion evidence.

  6. 06

    Milestone invoices and project-wise profitability from the same records.

Operational problems

Problems project manufacturers bring to us

  • !

    Documents are linked by memory

    The PO, the purchases, the work orders and the invoices for one job sit in different files. Only the project manager knows they belong together.

  • !

    Purchases are not tied to jobs

    Material is bought for the factory, not for the project. Which job consumed what is worked out at year end, if at all.

  • !

    Milestone billing is missed

    Advance, on-dispatch and on-installation invoices are raised late because nobody is prompted when the milestone is reached.

  • !

    Installation teams are unmanaged

    Crews in different cities report over phone. Site expenses, delays and completion are recorded after the fact.

  • !

    Profitability is known too late

    Whether a project made money is discovered after the final invoice, when nothing can be corrected.

  • !

    Changes are not recorded

    Scope changes agreed on site are built and delivered but never quoted, approved or billed.

Complete workflow

The project manufacturing lifecycle in ClassicNext

Every step from enquiry to service is linked to the project. The highlighted steps are where a make-to-order manufacturer needs the project link most: order, procurement, production, dispatch, installation and milestone billing.

  • Win
  • Commit
  • Make
  • Deliver
  • Get paid
  • Support
  1. 1Lead / EnquiryCRM
  2. 2TenderCRM
  3. 3BOQ / EstimationCRM
  4. 4QuotationCRM
  5. 5Customer POSales & Procurement
  6. 6Project CreationProjects
  7. 7ProcurementSales & Procurement
  8. 8ProductionManufacturing
  9. 9Quality CheckManufacturing
  10. 10DispatchSales & Procurement
  11. 11InstallationProjects
  12. 12CompletionProjects
  13. 13BillingFinance
  14. 14CollectionsFinance
  15. 15AMC / ServiceService

Example business processes

How the day-to-day work runs

From PO to project

Sales & Procurement · Projects · CRM

1
Receive customer PO
2
Check against quotation
3
Create sales order
4
Create project with milestones
5
Attach drawings and specs
6
Set budget from estimate
7
Assign project manager

Project-linked procurement and production

Manufacturing · Sales & Procurement

1
BOM per project item
2
Material request from project
3
RFQ and purchase order
4
Goods receipt to project
5
Work orders and job cards
6
Issue material to job
7
Subcontract outside processes
8
Inspection before dispatch

Dispatch and multi-location installation

Sales & Procurement · Projects · HR & Payroll

1
Delivery note per lot or site
2
Assign installation team
3
Site check-in and expenses
4
Record scope changes
5
Completion photos and sign-off
6
Update milestone

Milestone billing and profitability

Finance · Projects · Service

1
Advance invoice on PO
2
Invoice on dispatch milestone
3
Invoice on installation
4
Track retention and outstanding
5
Review project cost vs value
6
Close project
7
Start warranty or AMC

Management dashboards

What the owner and the CFO see

Every tile is a live view over transactions, configured during implementation. Not a spreadsheet someone compiles on Monday.

Monday morning viewIllustrative layout

Projects by stage with value and planned completion

Project-wise profitability: quoted, cost to date, billed, margin

Milestones due for billing this week

Purchase orders and receipts per project

Work orders per project by status

Dispatched vs pending per site

Installation teams by location and current site

Outstanding, advances and retention per customer

Implementation

Five steps, defined outputs

  1. 01Business Discovery
  2. 02Process Mapping
  3. 03Configuration
  4. 04Data Migration & Training
  5. 05UAT & Go-Live
  • Current-process walkthrough · Pain points by department · Module shortlist and rough scope
  • Process maps per department · Document and approval flows · Gap list: standard vs configured vs custom
  • Masters and chart of accounts · Roles and permissions · Print formats and reports
  • Master data and opening balances · Role-based training sessions · User guides for daily work
  • Scripted user acceptance tests · Go-live checklist and cut-over · Post-go-live support window

Pricing starting point

Most businesses here start with Operations ERP

Final pricing depends on modules, users, locations, integrations, data migration and customisation.

Foundation ERP

from ₹2.95 lakh + GST

  • Finance
  • CRM
  • Sales & Procurement
  • Basic Projects

Operations ERP

from ₹5.95 lakh + GST

  • + Manufacturing
  • + Full Projects
  • + HR & Payroll
  • + Service

Signage Enterprise ERP

from ₹8.95 lakh + GST

  • + Assets
  • + Tender tracking
  • + Multi-site rollouts

FAQ

ERP for project-based manufacturing: common questions

Is every purchase and work order really linked to a project?

Yes. Material requests, purchase orders, receipts, work orders, stock entries, delivery notes and invoices carry the project field, and cost accumulates on the project. Making the link mandatory on the documents you choose is configured during implementation.

How does milestone billing work?

Milestones are set on the project with a billing amount or share. When a milestone is marked complete, the invoice is raised against the sales order for that portion. Automatic reminders for due milestones are configured during implementation.

Can teams in different cities use it?

Installation teams log in from a phone browser to see their site jobs, mark attendance with location, claim expenses and upload completion photos. Separate cost centres or branches per location are set up if you need location-wise reporting.

How are scope changes on site handled?

A change is recorded as a revised quotation or an additional sales order line linked to the same project, approved by the customer and then billed. The approval flow is configured during implementation.

What about warranty and AMC after delivery?

The installed items can be recorded as customer assets with warranty dates, and complaints, service visits and AMC contracts are tracked in the service module against the same project and site.

What does an implementation cost?

Pricing is starting-from and depends on scope: users, modules, milestone billing set-up, print formats and integrations. A scoping call gives you a fixed proposal.

See ClassicNext set up for a project-based manufacturing business

A 30-minute fitment call: we understand your current process, show the modules that matter to you, and give indicative pricing. No generic tour.

Prefer to start smaller? Get a process audit or request pricing.

Book a Demo