Genius ERP

Practical ERP workflows for custom manufacturers—from quote to cash and scheduling
4.4 
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Turn shop-floor chaos into a predictable schedule in a single week. With Genius ERP, teams run the full order lifecycle without spreadsheets or retyping data. Start in the pipeline: log leads, qualify opportunities, and build polished quotes with options, lead times, and target margins. As soon as the customer accepts, convert the quote to a job; costs, routings, and required materials roll in automatically. Everyone sees the same promise date, and inventory reservations happen instantly, so purchasing and production can act right away.

For engineer-to-order work, the engineering workspace imports CAD or templates to produce a clean, multi-level bill of materials with routings, tools, and work instructions. Revisions are controlled, and a release sends complete work orders to the floor. Apply the DBR method to set clear priorities across constrained resources; each work center receives a sequenced dispatch list that updates as conditions change. Supervisors manage buffers instead of firefighting, reducing queues and lifting throughput without adding capacity.

Once jobs are scheduled, supply chain tools propose buys and makes. Bundle requirements into RFQs, email vendors, compare responses, and issue purchase orders in one flow. Smart ordering factors demand, on-hand, and safety levels. Receiving uses barcodes to capture lots or serials, then guides putaway and issues stock directly to jobs. Transfer stock between sites, reserve items for critical orders, and track every movement. The warehouse view shows what is needed, where it is, and when it must arrive. more

Review summary

Features

  • Quote-to-order workflow with configurable pricing and margins
  • CRM pipeline management and activity tracking
  • Engineering BOM and routings with revision control
  • DBR scheduling with constraint-focused priorities
  • Shop-floor dispatch lists and work instructions
  • Automated purchasing suggestions and RFQ creation
  • Supplier management with smart ordering and comparisons
  • Warehouse operations with barcodes, serial and lot control
  • Multi-site inventory, reservations, and transfers
  • Project tracking with milestones and budgets
  • Labor and time capture feeding job actuals
  • Job costing, AP/AR, billing, and cash planning
  • Dashboards and KPI reporting for real-time insight
  • Open REST API for integrations and data sync
  • Asset lifecycle tracking and maintenance planning
  • HR tools for hiring and employee records

How It’s Used

  • Sales rep builds a complex quote with options, validates lead time, and converts to a job in minutes
  • Engineer imports CAD, generates a multi-level BOM and routings, then releases controlled revisions to production
  • Planner applies DBR to protect the constraint, reprioritizing dispatch lists during rush orders without disrupting flow
  • Buyer auto-creates RFQs from shortages, compares supplier responses, and issues purchase orders in one screen
  • Warehouse clerk receives with barcode scanning, captures serial/lot data, and issues parts directly to jobs
  • Controller tracks actuals in real time, bills on milestones, and reconciles AP/AR to accelerate month-end close
  • Operations lead integrates CAD/PDM and a BI dashboard via the REST API for live cost and throughput analytics
  • Project manager monitors milestones, budgets, and change orders across linked jobs to keep delivery on track

Plans & Pricing

Genius ERP

Custom

Accounting
Product Engineering
Project Management
Rest API
Sales CRM
Vendor Management

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