Manufacturing resources

Guides by workflow, from engineering and the floor to sourcing, service and commercial work.

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OEM guide

RFQ intake checklist for OEMs

A practical industrial RFQ intake checklist for technical files, cost drivers, delivery, commercial terms, open questions and release to estimating.

OEMs · Quoting · Product data→
OEM guide

Sales-to-engineering handover for OEMs

Turn a cleared industrial order into an engineering release package with requirements, configuration, deliverables, supplier evidence, customer inputs and controlled execution gates.

OEMs · Engineering · Production→
OEM guide

Build-ready order checklist

Decide what an OEM can release to engineering, sourcing and production using product, material, capacity, quality, customer-input and change-control checks.

OEMs · Engineering · Production→
Workflow guides

How to use quote history in RFQ automation

Use quote history to resolve customer aliases, part substitutions, and one-time conditions. Learn which records to supply and how to test whether an agent uses them correctly.

Quoting · Product data→
Comparisons

Bourne vs Canals for industrial RFQs

Bourne vs Canals: compare a custom Customer OS with sales, purchasing and finance applications. See the workflows, product views and delivery models.

Quoting · Evaluation→
ERP guides

RFQ automation for Odoo Sales

Turn customer RFQs into reviewable Odoo quotation drafts. Evaluate customer references, product variants, pricelists, units, and quote-history exceptions.

Quoting · ERP→
ERP guides

RFQ automation for Epicor Prophet 21

A practical evaluation guide for Prophet 21 distributors: customer part numbers, branch inventory, units, quote history, and sales review.

Quoting · ERP→
Comparisons

Bourne vs Proton for RFQ automation

Bourne or Proton? Choose custom AI workflows around your existing systems, or a distributor platform with CRM, PIM and ecommerce alongside quoting.

Quoting · Evaluation→
ERP guides

RFQ automation for Sage X3

Plan Sage X3 RFQ automation around sales sites, customer references, quote validity, revisions, and approval. Includes a worked example and pilot inputs.

Quoting · ERP→
ERP guides

RFQ automation for SAP Business One

Scope RFQ automation around SAP Business One sales quotations, business partners, item lines, references, logistics, and commercial exceptions.

Quoting · ERP→

128 resources