FRAMEWORK FOR MANUFACTURING TECHNOLOGY

The connected manufacturing operating system for precision shops.

FORMAT ERP is designed to connect estimating, PMR, quotes, customer POs, work orders, purchasing, quality, inventory, shipping, and invoicing into one traceable workflow built for shops that actually make parts.

EST-1042
QT-2210
CPO-0118
WO-3007
VPO-0892
INV-0901

One traceable chain — from first RFQ to final invoice.

01 / LIFECYCLE

One lifecycle, from RFQ to invoice.

FORMAT ERP is built around the way work flows through a shop — every stage hands complete, traceable information to the next.

01

RFQ

02

Estimate

03

PMR

04

Quote

05

Customer PO

06

Work Order

07

Purchasing

08

Receiving

09

Quality

10

Shipment

11

Invoice

12

Intelligence

02 / QUOTE SPEED

Quote parts with template-driven estimates.

Quoting fast and accurately leads to more wins. Template-driven estimating with quantity breaks and live costing is built to take a part from RFQ to a customer-ready quote PDF before your competitor has opened their spreadsheet.

01

Start from a template

Pull a proven estimate template — operations, materials, outside processing, and costing logic already in place.

02

Set quantities and breaks

Quantity breaks price themselves from the same manufacturing assumptions, not a guess.

03

Send the quote

A customer-ready quote PDF, with the assumptions preserved behind the price for the day the PO lands.

Fast is good. Fast and accurate — from real costing logic — is what wins the PO.

EST-1042 · Acme Aero01:47
Template4-AXIS MILL · BRACKET
Material17-4PH SS COND A
Ops10 SAW · 20 CNC MILL · 30 DEBURR · 40 INSPECT

Qty breaks

25

$148.20

50

$112.40

100

$94.75

QT-2210 ready

Templates

for repeatable quote preparation

1 source

of costing truth across every quote

0 retyping

estimates flow into PMRs and work orders

03 / MODULES

Eight pillars. One source of truth.

Each module is designed to hand complete information to the next — so the details that protect quality, margin, and delivery never get lost between departments.

Estimating & Quoting

Build consistent estimates from templates, quantity breaks, materials, outside processing, BOM items, labor, machine time, and costing logic — then turn them into customer-ready quotes while preserving the manufacturing assumptions behind the price.

EST · QT

PMR / Part Master

A controlled manufacturing source of truth for each part: approved prints, revisions, operations, materials, outside processes, BOM, and documents that flow into work orders.

PMR

Work Orders & Production

Give production the information needed to build the part: operation sequence, readiness status, controlled documents, completion quantities, and resource links.

WO

Purchasing & Vendor POs

Vendor POs can carry material or outside processing details, flowdowns, cert requirements, receiving records, supplier performance, and traceability.

VPO

Quality & Compliance

Built to support AS9100-style discipline: controlled documents, flowdowns, inspection, FAI direction, NCR, RMA, corrective actions, training, and audit evidence.

NCR · FAI

Inventory

COTS Inventory for purchased shop items with reorder cards and QR order queues — separate from manufactured Part Inventory with WIP, allocation, and shipment traceability.

COTS · INV

Invoicing & Shipping

Create invoices, packing slips, labels, shipment records, and certificates while preserving the customer PO, work order, part revision, quantity, and terms.

INV · SHP

Intelligence & Automation

Connected lifecycle data is designed to support margin feedback, actual-vs-estimated analysis, supplier performance, and future AI-assisted quoting and workflow guidance.

AI

04 / THE PROBLEM

Disconnected systems lose the details that matter.

Most shops run on a patchwork of spreadsheets, PDFs, emails, and tribal knowledge. Every handoff is a place where requirements, certs, and margin quietly leak.

  • Estimates live in spreadsheets and are hard to reuse.
  • Work orders don't receive complete, controlled manufacturing details.
  • Customer requirements and flowdowns get lost between quote, PO, purchasing, and quality.
  • Vendor POs lack the detail for material, outside processing, certs, and traceability.
  • Inventory is disconnected from work orders and purchasing.
  • Invoices lose line-level detail from the customer PO and work order.
  • Quality evidence is reconstructed after the fact, not captured in the workflow.
  • Shop owners can't see margin, status, risk, or delivery exposure quickly.

The connected alternative

  • Estimates become controlled part records.
  • Controlled PMR data feeds every work order.
  • Purchasing carries flowdowns, certs, and traceability.
  • Invoices stay connected to the order and build history.
ESTPMRWOINV

05 / TRACEABILITY

Every record linked forward and backward.

Human-readable record numbers and related-records architecture mean any quote, PO, work order, cert, or invoice can be traced to everything it touched — in either direction.

Human-readable numbers

EST-1042 means something on the shop floor. UUIDs don't.

Related records everywhere

Each record shows what created it and what it created — quotes know their estimates, invoices know their work orders.

Evidence as a by-product

Receiving, certs, inspections, and shipments are captured during the workflow, so audit trails exist before anyone asks.

Record graph5 linked records
CPO-0118Customer PO
WO-3007Work OrderIN PROCESS
VPO-0892Vendor PO· 17-4PH bar + outside anodize
SHP-0455Shipment· C of C attachedSHIPPED
INV-0901Invoice· NET 30SENT

06 / QUALITY EVIDENCE

FAI and ballooning, in the same system as the job.

Most shops balloon prints in one tool, inspect in another, and staple the FAI package together at the end. FORMAT ERP is one connected system — the document flow never leaves, and every balloon stays linked to the part, work order, and customer PO behind it.

Balloon the controlled print

Characteristics are ballooned directly on the PMR's controlled print — the same released revision production runs from.

Balloons become characteristics

Each balloon carries its requirement, tolerance, and inspection method — inspection results build the FAI package as the work happens, not after.

The document flow never leaves

Print → balloons → characteristics → inspection → FAI package. Every step lives in one system, designed to support AS9102-style FAI documentation without a single export.

Connected to everything behind it

The FAI package knows its PMR revision, work order, customer PO, and flowdowns — audit evidence as a by-product of doing the job.

PRINT REV CBAL 33CHAR 33INSP PASSFAI-0033
FAI-0033 · PMR-100245 REV CIN WORK
Ballooned print: magenta balloon numbers 32 through 43 calling out green-highlighted captured dimensions on a controlled drawing
CharRequirementMethodResult
322X 2.330CMMPASS
333X 1.960CMMPASS
413X .200CALIPER

8 of 43 characteristics inspected · Gauge cal verified

Complete asset traceability

Every machine, gauge, and fixture is an asset record — calibration schedules, PM history, certs, check events, and documents. Designed so the gauge that measured characteristic 33 is calibrated, on file, and traceable the day the audit asks.

AST-0112 · CMMCAL OK 2026-09CHAR 33FAI-0033

Built for internal and external audits

The quality management system is built in — not bolted on. Evidence accumulates while the work happens, so audits strengthen the system instead of stopping the shop.

INTERNAL AUDITS

Run your internal audit program against the records production already creates. Findings become CARs with root cause and closure evidence — tracked in the same system they came from, so every audit cycle strengthens the QMS instead of stopping the shop.

INT AUDITFINDINGCAR-0027CLOSED

EXTERNAL AUDITS

When the registrar or a customer auditor arrives, FAI packages, certs, training records, and calibration logs are pulled from the connected record graph in seconds — evidence on file, not reconstructed for weeks.

REQUESTFAI-0033CERTS · TRAININGON FILE

07 / INVENTORY

Kanban inventory that runs itself from the floor.

Pick and pull cards on the shelf, QR scan-to-queue at the moment stock runs low, and a vendor PO bridge that turns an empty bin into an order — designed so replenishment happens on the floor, not in a spreadsheet.

Reorder cards · Print at any size

COTS-0417 · SHCS 1/4-20 × 1in

BinA-04
Min200
Order500 EA
VendorFastenAll
Scan to reorder

4 × 6 in

COTS-0233 · NITRILE O-RING -214

BinC-11
Order1,000 EA

3 × 2 in

COTS-0098 · DEBURR WHEEL

BinF-02

2 × 1 in

PULL CARD → SCAN QR → ORDER QUEUE → VENDOR PO → RECEIVE → BIN

Pick and pull cards

Two-bin style kanban: pull the card when the bin runs low, scan it, and the item lands in the order queue with its vendor, quantity, and bin already attached.

Printable in every size you use

Cards and labels print from templates in the sizes your shelving and parts actually need — bin tags to full traveler cards.

A labeling suite built to your customers' requirements

Part, component, bin, and shipment labels are template-driven — designed so customer-specific marking, part numbers, revisions, and barcodes follow their flowdown requirements, not a fixed format.

From empty bin to vendor PO

The order queue rolls up into vendor POs with receiving and cert traceability — the same connected trail as everything else in FORMAT.

2×13×24×6CUSTOM

Label and card formats are template-driven — sized to your bins, shelves, and customer flowdowns.

08 / PREVIEW

Built like the documents your shop already trusts.

Quotes, PMRs, and work orders are structured, controlled records — not free-text tickets. Here's the shape of the thing.

Quote

QT-2210 · Acme Aero

Part

PMR-100245 · REV C

QtyUnit price
25$163.40
50$148.20
100$131.75
Subtotal · Qty 50$7,410.00

PMR

PMR-100245 · REV CRELEASED
Controlled printPMR-100245_REVC.PDF
Material17-4PH SS COND A

Operations

  • 10SAW
  • 20CNC MILL
  • 30OUTSIDE ANODIZE
  • 40INSPECT

Work Order

WO-3007IN PROCESS

Operations

10 SAW100%
20 CNC MILL60%
30 OUTSIDE ANODIZE
40 INSPECT

Readiness

  • Print released
  • Material received
  • Certs on file

Stylized previews. Request a demo to see the live platform with your own workflow.

09 / PLATFORM DIRECTION

A long-term ERP/MES/QMS platform for precision manufacturing.

FORMAT ERP is being built in deliberate phases. Foundations first — intelligence on top of connected data, not instead of it.

  1. 01FOUNDATION

    Traceability foundation

    Related records, human-readable numbering, audit history.

  2. 02FOUNDATION

    PMR & work order foundation

    Controlled part records feeding production.

  3. 03FOUNDATION

    Purchasing & inventory traceability

    Vendor POs, receiving, certs, COTS and part inventory.

  4. 04FOUNDATION

    Invoice, shipment & retention

    Quote-to-cash continuity with documents.

  1. 05DIRECTION

    Quality maturity

    Inspection, FAI, NCR/CAR/PAR, training evidence.

  2. 06DIRECTION

    Asset & calibration maturity

    Equipment, PM schedules, calibration records.

  3. 07DIRECTION

    Costing intelligence

    Actual-vs-estimated, margin and supplier feedback.

  4. 08DIRECTION

    SaaS & AI direction

    Roadmap includes AI-assisted quoting and workflow guidance.

10 / FAQ

Straight answers.

Precision manufacturing shops — CNC machining, aerospace, defense, medical, and mixed-process production — that need quoting, production, purchasing, quality, inventory, and invoicing connected in one traceable lifecycle.

11 / REQUEST DEMO

See how FORMAT ERP could connect your shop.

Tell us about your shop and the workflow pain that costs you the most. We'll show you exactly how it maps.

01

A working session, not a slide deck.

02

We walk your lifecycle — RFQ to invoice.

03

Built by people who understand job shops.