Template pack · Manufacturing

Manufacturing & workshop

Furniture, upholstery, metal and fabrication workshops: bills of materials with routings and a cost roll-up, production orders that issue materials and receive finished goods at actual cost, make-to-order from a sales order, work orders with an inspection checklist, and raw-material, WIP and finished-goods stores.

25: capabilities set up
14: accounts & items set up
19: roles, boards & fields set up
13: automation rules set up

Start with this pack Open the live demo

What it carries a record through

1Inquiry
2Site visit & measure
3Quotation
4Deposit
5Work order
6Materials
7Production
8Finishing
9Inspection
10Delivery & install
11Invoice

What your trade expects, and where it lives here

Built to the standard of the best systems in this trade

We worked out what a manufacturing business expects from a top-tier system on day one, and set this pack up to do that work. Everything below runs in Rytrix today.

Estimating & sales

Inquiry to quotation
Every inquiry is logged with what the customer wants, a site visit where needed, and a quotation on your letterhead with the deposit on its face.
CRM
Deposit before work starts
The deposit is receipted against the order by M-Pesa or bank, and carried onto the final invoice.
Sales
Price lists for trade buyers
Showroom, contractor and dealer prices; the customer's list prices the quote.
Sales

Bills of materials & production orders

Bills of materials
A recipe per product with component quantities, a scrap allowance and versions, one marked as the default; a component can have its own recipe.
Manufacturing
Routings and work centres
Operations in order, each with setup and run minutes, costed at the work centre's hourly rate.
Manufacturing
Cost roll-up and suggested price
Material, labour and overhead roll up through sub-assemblies into a unit cost, and the markup you type gives a selling price.
Manufacturing
Production orders with a shortage list
Confirming an order explodes the recipe for the quantity and lists exactly what the store is short of.
Manufacturing
Material issue and return
Materials leave the store at current cost, in part or in full; the store cannot be overdrawn and unused material goes back.
Manufacturing
Time and scrap on the order
Operations are started and finished, or minutes typed in, and scrap is recorded with a reason and charged to the order.
Manufacturing
Finished goods at actual cost
Part or full completions enter the finished-goods store at actual unit cost — material, labour and overhead — and the ledger follows.
Manufacturing
Make to order
A confirmed sales order line becomes a linked production order in one press, and never twice.
Manufacturing

Work orders & the floor

Work orders
A numbered work order (WO-2026-0001) carries the specification, the materials list, the checklist, the fundi responsible and the due date, and prints as the floor traveller.
Projects
Stages from cutting to installation
Materials, production, finishing, inspection, delivery, installation — each move stamped with who and when, with hold and cancel reasons.
Projects
Production board by section
Open work orders by section and due date, so the week's load is a screen rather than a guess.
Projects
Inspection checklist
Every work order starts with the standard checks — dimensions, joints, finish, fabric against the approved sample — ticked before delivery.
Projects
Actual job costing
Material, labour and other cost on the work order against the quoted amount, margin worked out for you.
Projects

Materials & buying

Raw materials, WIP and finished goods
Separate stores for raw materials, work in progress and finished goods, with transfers between them.
Inventory
Timber, board, foam, fabric, steel
Material categories and the units the trade buys in — sheets, lengths, running feet, rolls, kilos — arrive set up.
Inventory
Reorder points
Minimum levels per material, and a low-stock report by supplier.
Inventory
Requisition, LPO, GRN
Purchase requests from the floor, approved purchase orders, goods received and supplier bills.
Purchases
Subcontracted work
Powder coating, glass or CNC work billed by the supplier and costed to its own account.
Purchases

Delivery & money

Delivery notes with sign-off
Part or full deliveries, signed for by a named receiver.
Sales
Invoice from the finished job
A completed work order prompts the balance invoice the same day.
Automations
Casuals and permanent staff
Kenyan payroll for permanent staff, with attendance and leave; casual wages post to their own account.
HR & Payroll
Profit by job
Invoiced against expenses and time, per work order and per customer.
Reports

Before you log in

What is already there on day one

Pick this pack at signup and all of this is created with your workspace. Nothing is locked: rename it, add to it or delete what you do not use.

It calls things

project Work order
job Work order

Documents numbered

WO-2026-0001

Apps switched on

Assistant
CRM
Sales
Purchases
Inventory
Finance
HR & Payroll
Projects
Helpdesk
Reports
Documents
Automations
Manufacturing

Enquiry pipeline6

Inquiry
Site visit & measurements
Quotation sent
Awaiting deposit
Deposit paid — work order opened
Lost

Work order stages11

Inquiry
Site visit
Quotation
Deposit
Materials
Production
Finishing
Inspection
Delivery
Installation
Closed

Catalogue structure38

Finished products — Sofas & seats · Beds & bedroom · Tables & dining · Office furniture · Cabinets & wardrobes · Gates, grills & metalwork · Custom orders
Timber & boards — Hardwood timber · Softwood timber · MDF & plywood · Blockboard & chipboard · Melamine boards
Foam, fabric & upholstery — Foam — high density · Foam — medium & rebonded · Fabric & leatherette · Webbing, springs & fibre
Steel & metal — Hollow sections · Flat, angle & round bar · Sheet & plate · Welding rods, wire & gas
Hardware & fittings — Hinges & runners · Handles, legs & castors · Screws, staples & fasteners
Finishes & adhesives — Lacquer, varnish & stain · Paint, primer & powder · Thinner & sanding materials · Glue & adhesives
Services — Installation · Delivery · Repairs & re-upholstery · Design & drawings

Ledger accounts added to the Kenyan chart14

1310Raw Materials
1320Consumables & Finishes
1330Work in Progress
5250Production Overheads Absorbed
1340Finished Goods
4110Sales — Made to Order
4120Sales — Showroom & Stock Items
4130Installation & Repair Income
5210Casual Wages
5310Subcontracted Operations
5510Scrap & Rework
5420Delivery & Installation Costs
6710Machine Repairs & Tooling
6215Workshop Power & Fuel

Roles, ready to hand out5

Showroom / salesInquiries, quotations, deposits and customers. No costs, no ledger.
Production managerBills of materials, production orders, work orders, the production board, materials and purchase requests.
StorekeeperReceives, issues to production, transfers and counts materials.
Floor supervisorRecords operation time and scrap, moves work orders through the stages and ticks the checks.
AccountsInvoices, receipts, supplier bills, payroll postings and the books.

On top of Owner, Administrator, Manager, Staff and Viewer.

Board: Production board

Open work orders by section. A job moves right as it moves down the floor; anything red is waiting on materials, a deposit or a decision.

Queued
Cutting & machining
Assembly / welding
Finishing
Upholstery
Inspection
Ready to deliver
On hold

Columns: Owner · Due · Priority · Customer · Qty · Section · If on hold

Fields your trade needs on the record13

Work order: Quantity · Dimensions (L × W × H) · Material & finish · Fabric / colour (approved sample) · Section · Delivery / site location · Installation required
Enquiry: Site visit needed · Site / delivery location · Needed by
Product: Material / grade · Dimensions
Customer record: Customer type

Checklist on every new work order10

Drawing or sample approved by the customer
Deposit received
Cut list prepared and materials issued
Dimensions checked against the drawing
Joints, welds and frame strength checked
Surface finish: sanding, paint or lacquer even, no runs
Fabric, colour and foam match the approved sample
Hardware fitted and working: hinges, runners, locks
Final inspection passed and photographed
Wrapped and protected for delivery

Automation rules13

Follow up a new enquiry within a dayOn
Confirm the order when a quote is acceptedOn
Chase quotations that go staleOn
Invoice a completed job cardOn
Unblock a stalled job cardOn
Tell the driver a delivery is readyOn
Confirm the delivery landedOn
Alert the owner when a PO needs approvalOn
Send the approved PO to the supplierOn
Check the delivery against the POOn
Chase overdue invoices on WhatsAppReady
Thank the customer for payingReady
Issue materials when a work order opensOn

Internal alerts and tasks start switched on. Anything that messages your customers waits until you have connected SMS or WhatsApp and read the wording.

Units, price lists, stores, departments

Price lists: Contractor / interior designer · Dealer / reseller
Units added: Running foot · Foot · Length (6 m) · Board 8×4 ft · Cubic metre · Tin · Packet
Stores: Main Store · Raw materials store · Work in progress · Finished goods
Departments: Production · Stores & Procurement · Quality & Dispatch · Showroom & Sales

Wording on your documents

quotation: Prices are valid for 14 days. A 60% deposit confirms the order and the balance is payable before delivery. Lead time is counted from the cleared deposit and the approved drawing or sample. Natural timber varies in grain and shade; fabric colours may differ slightly from samples. Changes after production starts are quoted separately.
job card: No work order is delivered without a passed final inspection.
delivery note: Goods received in good order. Please inspect on delivery — transport damage must be noted on this note before signing. Workmanship is guaranteed for 12 months under normal use.

A starting point — every word is editable under Settings → Print templates.

The numbers this trade runs on

Reports that are already wired

Each of these is a screen in the product, computed from the same records the business runs on — not a spreadsheet to keep in step.

Planned against actual cost
Material, labour, overhead and scrap per production order against the plan, and scrap by reason.
Shortages across open orders
Every material short for confirmed production, with how much.
Work in progress and output
WIP value, orders by status, and this month's output and scrap.
Job margin
Quoted amount − (material + labour + other cost), per work order.
Profit by job
Invoiced against expenses and time, per job and customer.
Quotation win rate
Quotations confirmed ÷ quotations sent, and how long a yes takes.
Material shortages
Materials at or below their minimum, by supplier.
Material usage
Opening, received, issued and closing quantity per material.
Stock value by store
Raw materials, WIP and finished goods valued at cost.
Balances owed on delivered jobs
Open invoices by age.

Start with the Manufacturing & workshop pack.

First month free · no card needed · everything above is there when you log in.

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