Aluminus articles

Organizing the workflow from quote to production

A clear workflow defines what must happen, who checks it and what information passes to the next stage.

Organizing the workflow from quote to production

A clear workflow defines what must happen, who checks it and what information passes to the next stage. This reduces improvised decisions and rework.

Minimum steps

Record the request, calculate composition, review costs and margin, send the proposal, confirm approval and only then prepare purchasing and production.

Use handoff checkpoints

At every transition, verify dimensions, configuration, color, glass, hardware, deadline and approved version. A short list prevents errors moving forward.

Learn from exceptions

Record why something was returned or had to be remade. Patterns show where the process needs better information or rules.

Read from quote to purchasing. These workflow recommendations do not imply Aluminus provides production planning.