01 The order record

Start with the order and its approved specification

Record the buyer, order reference, fabric or garment specification, colour, size mix, quantity, agreed date and attachments. Keep sample versions and approval notes against that record, so a later change does not silently replace the instruction production used.

02 Job work

Track job work as a movement of work and material

For each job-work issue, capture the processor, material or batch, quantity sent, expected return and operation. On receipt, reconcile returned quantity, accepted quantity, rejects and outstanding balance. Owners can see what is outside the business without searching several WhatsApp conversations.

03 Stock and costing

Separate stock, costing and dispatch

A stock movement needs a unit, location and reason; mixing metres, kilograms and pieces in one unlabelled total creates confusion. Costing can track material, processing, labour and agreed wastage by order. Dispatch records link quantities to the buyer order and delivery reference. Invoicing rules and accounting exports must be confirmed with your accountant.

04 First release

Choose a narrow first release

If missed dates are the main problem, start with order status, next action, due date and owner. If material reconciliation is the problem, prioritise job-work issues and receipts. Add costing, purchasing, invoicing or buyer access only after the first workflow is being used reliably.

  • Define who can view rates, approve changes and adjust stock.
  • Agree exports, backups and correction history.
  • Test migration with a small set of sample records.
  • Review the screens with the staff who enter the data.
05 Discovery

What to bring to a discovery conversation

A redacted order sheet, sample approval record, job-work register and one example of a delayed or disputed order are useful. Remove customer and employee details you do not need to share. We map the current process before recommending a custom build or an existing tool.

See our CRM, ERP and billing services, custom software approach and automation services.

06 Before you ask

Questions before you start

Do we need a complete ERP immediately?

Usually the decision should start with the recurring operational problem. One connected order or job-work workflow may be a more useful first release than replacing every system at once.

Can you work with our existing spreadsheets or accounting system?

We review the available data, exports and integration permissions during discovery. Migration and accounting integration are separate deliverables with reconciliation checks.

Will this automatically fix stock differences?

No. The software can make movements and adjustments traceable, but accurate opening balances, consistent units and staff recording practices are still necessary.

Next step

Describe the outcome you need

We will help you define the next practical step and a written scope.