Features — Stelv Manufacturing ERP

Sales & Quoting

Win the work. Track every dollar.

Win more work and convert faster with integrated quoting, order management, and customer analytics.

Quotes

Create formal quotes with line items, track win/loss rates, set expiration dates, and convert to purchase orders with one click.

5 statuses: Draft, Sent, Won, Lost, Expired
Multi-line item quotes
Win/loss analytics
One-click PO conversion

EXAMPLE

Win a quote → click "Convert to PO". Customer info, line items, due date, and pricing transfer in one click; you start producing without retyping anything.

Orders / POs

Manage purchase orders with multi-line items, 4-stage status tracking, 12 document types, and a built-in package builder for shipments.

4 statuses: Open, Partial, In Stock, Shipped
12 document types (PO, vendor PO, material cert, process cert, FAI, final inspection, CoC, invoice, drawing, packing slip, photo, other)
Package builder for shipments
Deep-linking by PO number

EXAMPLE

Open PO-2026-0312 to see line items, attached drawings, packing slip status, and the package builder — all in one screen instead of three apps.

Customers

Built-in CRM with per-customer analytics including total revenue, on-time delivery percentage, and top parts ordered.

Revenue & OTD% analytics per customer
Contact management
Billing & shipping addresses
Top parts breakdown

EXAMPLE

Click on a customer to see YTD revenue, on-time delivery %, and their top 5 parts. Useful when they call asking for a quick price check on a repeat.

Order Management

Every PO.
One view.

See all purchase orders at a glance with status indicators, due dates, and dollar values. Click into any order for line items, operations, material requirements, and shipment packages.

Deep-link by PO number
Status: Open, Partial, In Stock, Shipped
12 document types per order
Package builder with line allocation

orders

ALL ORDERS + NEW ORDER

PO NUMBERCUSTOMERDUESTATUS

PO-2024-0847Acme CorpMar 25● Shipped

PO-2024-0846Sterling MfgMar 28● In Stock

PO-2024-0845Vertex IncMar 22● Partial

Production

The shop floor, instrumented.

Track every job through the shop with multi-step operations, operator signoff, barcode scanning, and lot traceability.

Jobs

6-step wizard covering job info, material, operations, costs, inspection, and documents. 8 job statuses with hierarchical cost tracking.

15 operation types (Machining, Grinding, Heat Treat, Welding, Anodizing, NDT, Plating, Painting, Assembly, Inspection, Finishing, Passivation, Deburring, Part Marking, Other)
Multi-line allocation
Traveler PDF generation
Job detail PDF
Margin calculation

EXAMPLE

A 6-step wizard walks you through any job: info → material → operations → costs → inspection → documents. By step 6 you have a printable traveler ready for the floor.

Shop Floor

Live job queue with operation-level status updates. Operators log qty in/out, scrap, and sign off directly from the floor.

Pending / In Progress / Complete / Skipped
Qty in/out & scrap tracking
Operator signoff with timestamps
PM scheduling integration

EXAMPLE

Operators see their queue on a tablet at the machine. They tap "Start Op 3", run their cycle, log qty in/out and scrap, then sign off. Manager sees the change in under a second.

Barcode Scan

6 scan actions for real-time part tracking. Scan to ship, receive, inspect, mark packaged, log machining, or move to a new location — with location picker and full scan history.

SHIP / RECEIVE / INSPECT / PACKAGED / MACHINING / LOCATION
Location picker
Scan history log
Integrated with orders & jobs

EXAMPLE

MOVE: scan a part, scan its new bin, qty changes instantly. SHIP: scan, qty drops from inventory and bumps into the shipment package. Works from any phone with a camera.

Lots

Material certification and heat lot traceability. Track process logs and costs per lot for full material chain-of-custody.

Material cert tracking
Heat lot traceability
Process logs per lot
Cost tracking per lot

EXAMPLE

Cut from heat 4821, lot Q4-24A. Run through Op 1, 2, 3 — each operation logs process notes and signoff; material cert attaches. Six months later: full chain of custody, instantly.

Shop Floor

Live production.
Real-time.

Operators see their job queue, update operation status, and log quantities as they work. Managers see the big picture instantly. No more walking the floor to check on job status.

8 job statuses: Created → Material → In Process → Outside Process → Inspection → Complete → Shipped, plus On-Hold
15 operation types (Mill, Turn, Grind, etc.)
Equipment & PM integration
TV display mode for shop floor monitors

shop-floor

ACTIVE JOBS

JOBPARTQTYSTATUS

J-2024-142BRK-00150● Milling

J-2024-141HSG-00425● Inspect

J-2024-140PIN-012200● Complete

Logistics

Material in. Material out.

From receiving raw material to shipping finished goods, every movement is tracked and traceable. Full RMA workflow when things go wrong.

Inventory

Finished goods and WIP tracking with visual rack/shelf views. 4 location types, low stock alerts, duplicate detection, and inventory valuation.

Rack/Shelf, Bin/Section, Cabinet/Drawer, Zone/Area
Low stock alerts
Duplicate detection & merge
CSV import/export
Inventory valuation report

EXAMPLE

Visual rack/shelf view. See full, low, and empty bins at a glance. Click "Move" to relocate; "Receive" to add new stock — both update qty and log to the ledger.

Receiving

Inbound goods management with auto receipt numbers, 6-status inspection workflow, CoC uploads, barcode support, and photo capture.

Auto receipt number generation
6-status inspection workflow (Draft, Received, Inspecting, Accepted, Rejected, Partial)
CoC uploads & photos
Barcode support
Auto-inventory update on acceptance

EXAMPLE

Steel order arrives. Snap a photo of the BOL on your phone, mark received lines, attach the cert PDF. The job waiting on that material moves to "Material Ready" automatically.

Shipping

Package creation with 17TRACK live tracking integration. 6 tracking statuses, bulk email notifications, multi-shipment emails, and OTD tracking.

17TRACK integration (6 statuses)
Bulk & multi-shipment email
Shipment photos
OTD tracking & reporting

EXAMPLE

Build a package: drag line items in, add photos, select carrier. Tracking number auto-attaches via 17TRACK; customer email goes out; OTD report logs whether you hit the date.

RMA

5-step return authorization wizard: Customer, Manager, QC, Disposition, Corrective Action. 6 dispositions with responsibility tracking and PDF generation.

5-step guided wizard
6 disposition types
Responsibility tracking
PDF generation

EXAMPLE

Customer says it's defective → manager reviews → QC inspects → disposition (scrap / rework / return-to-stock / credit) → corrective action linked. Ends with a PDF for the customer.

Inventory Management

Visual rack view.
Every location.

See your entire inventory laid out by physical location. 4 location types let you model any shop layout. Low stock alerts, duplicate detection, and one-click merge keep your data clean.

Rack/Shelf, Bin/Section, Cabinet/Drawer, Zone/Area
Finished + WIP quantities side by side
CSV import/export for bulk operations
Inventory valuation with cost rollup

inventory

PARTS INVENTORY 237 parts · $184K value

PART #LOCATIONQTYSTATUS

BRK-001-AR3-S2150● In Stock

HSG-004-BB2-S125● WIP

PIN-012-CC1-D30● Low

Quality — ISO 9001:2015

ISO 9001:2015. Out of the box.

A complete quality management system mapped to ISO 9001:2015 requirements. Every record is traceable, every action is logged, every audit is covered.

01

Calibration

Tool tracking with due dates, certificates, event history, and a data entry wizard.

DUE DATE ALERTSCERT UPLOADS

02

NCM Log

3 originator types, 6 dispositions, containment actions, and root cause analysis.

6 DISPOSITIONSROOT CAUSE

03

Rejections

Customer rejection tracking with resolution workflow and corrective action linkage.

RESOLUTION TRACKING

04

Suppliers

4 approval levels (Approved, Conditional, Not Approved, Disqualified), OTD and quality ratings, services tracking per supplier.

4 APPROVAL LEVELSOTD RATING

05

Quality Objectives

Auto-computed quality KPIs — shipped quantity, NCM count, rejection rate, defect %, all updated live as production runs.

LIVE KPIs

06

CARs

5-step wizard with root cause methods (5-Why, Fishbone, Other) and 6 statuses.

5-WHYFISHBONE6 STATUSES

07

Internal Audits

Full ISO 9001:2015 clause coverage (19 clauses, 4 through 10), finding types, follow-up assignments, and audit prep.

19 ISO CLAUSESFOLLOW-UP

08

Controlled Docs

Document library management with version control, approval workflow, and distribution.

VERSION CONTROL

09

Management Review

ISO 9.3 compliance reviews with structured agenda, action items, and minutes.

ISO 9.3

10

Training

Employee training records with competency tracking, certifications, and due dates.

COMPETENCY TRACKING

11

Customer Satisfaction

Feedback surveys, satisfaction ratings, trend tracking, and improvement actions.

SURVEYSRATINGS

Quality Management

Audit-ready.
Always.

When the auditor walks in, every calibration record, every NCM, every corrective action, and every training record is instantly accessible. The audit readiness dashboard tells you where you stand.

11 integrated quality submodules
Audit readiness score on dashboard
Management review per ISO 9.3
Complete change history on every record

quality

CAL DUE

2

OPEN NCMs

1

OPEN CARs

3

AUDIT READINESS

87%

CALIBRATION LOG

Micrometer 001Current

Caliper 003Due Mar 25

Height Gauge 002Due Mar 28

Analytics

Numbers that drive decisions.

Real-time dashboards, detailed reports, and a complete audit trail give you visibility into every corner of your operation.

Dashboard

Real-time KPI hub with 7 pods, 4 trend charts, activity feed, audit readiness score, past due widget, and upcoming shipments.

7 KPI pods (Past Due, Active Jobs, Cal. Due, Open NCMs, Open POs, OTD 90-Day, Shipped/Mo)
4 trend charts
Activity feed
Audit readiness score
Past due & upcoming shipments

EXAMPLE

Open Stelv Monday morning: see late lines, audit-readiness %, shipped value, and the three jobs that need attention before lunch — without opening another app.

Reports

Sales, planning (FIRM/PRELIM/FORECAST), material, late lines, OTD breakdown, profitability analysis, and inventory valuation reports.

Sales & backlog reports
Planning tags: FIRM / PRELIM / FORECAST
Profitability by job, customer, or part
Material & late line reports
Inventory valuation

EXAMPLE

Profitability by customer last quarter? OTD trend over 6 months? Material consumption per part? Pick a report, change filters, export to CSV — done in 30 seconds.

Audit Trail

Immutable change history on ALL records. Every action logged with user, timestamp, and details. Searchable by module, user, or date range.

Immutable change log
Every module covered
Filter by module / user / date
Full before/after snapshots

EXAMPLE

Six months later you need to know who changed a job's qty from 50 to 75 on March 14. Filter by job, user, or date range — find it in 10 seconds.

Dashboard

Your shop.
At a glance.

Open Stelv and see everything that matters: late lines, open POs, OTD performance, shipped value, team activity, and audit readiness. Four trend charts show you where things are heading.

7 KPI pods with real-time data
4 trend charts (OTD, revenue, jobs, quality)
Activity feed with recent actions
Upcoming shipments & past due alerts

dashboard

LATE LINES

3

OPEN POs

12

OTD 90-DAY

96.2%

SHIPPED $/MO

$84K

ACTIVE JOBS

8

AUDIT READY

87%

OTD TREND (6 MO)

Maintenance

Machines stay running.

Track equipment, schedule preventive maintenance, and log downtime to keep your shop running at full capacity.

Equipment

Equipment inventory with hourly rates, operational status tracking, and maintenance schedules. CNC mills, lathes, grinders — all tracked.

4 statuses: Operational / Maintenance / Down / Retired
Hourly rate tracking
Maintenance schedule per machine

EXAMPLE

List every machine with hourly rate, operational status, and PM schedule. When equipment is down, jobs that need it get auto-flagged on the dashboard.

Downtime

Log downtime events with duration and reason. Track patterns to identify chronic issues and reduce unplanned outages.

Duration logging
Reason tracking
Equipment-linked history

EXAMPLE

Log every downtime event with reason + duration. After 6 months you see patterns: which machine breaks down most, which reason is the biggest contributor.

Preventive Maintenance

PM completion records with findings, parts used, and associated costs. Schedule recurring maintenance and never miss a service window.

PM completion records
Findings & parts used
Cost tracking per PM

EXAMPLE

Schedule recurring PMs by run-hours or calendar. Records what was done, parts used, cost — feeds into machine TCO over time.

Platform

The bits that tie it all together.

Customer portals, TV displays, email automation, PDF generation, task management, and theming. Everything a manufacturing team needs beyond the core modules.

Customer Portal

Self-service portal for your customers. No login required. Order status and live shipment tracking in one shareable link.

No login required
Order status lookup
Live shipment tracking

EXAMPLE

Send your customer a link. They see live status, tracking, and document downloads — no login, no phone calls. Cuts "where's my order?" emails by ~80%.

Display / TV Mode

Put Stelv on a shop floor monitor. Configurable panels, 3 layouts, auto-refresh, and adjustable font sizes for visibility.

Configurable panels
3 layout options
Auto-refresh
Adjustable font sizes

EXAMPLE

Mount a 32" screen on the shop floor. Show production queue + KPIs in one of 3 layouts; auto-refresh every 30 sec; readable from across the bay.

Email System

13 email templates spanning customer-facing notifications and transactional emails.

Customer-facing: Shipment Confirmation, Late Alert, Daily Digest, Weekly Report, Order Closed, Multi-Shipment, Order Created, Job Detail
Transactional: Welcome, Invoice Paid, Payment Failed, Storage Add-on, Subscription Canceled

EXAMPLE

13 templates cover everything customer-facing and transactional — shipment confirmations, late alerts, daily digests, weekly reports, plus billing emails like welcome, invoice paid, and payment failed.

PDF Generation

Auto-generate professional PDFs for travelers, job details, RMAs, order audit packets, inventory valuations, and PM reports.

Traveler & Job Detail PDFs
RMA & Order Audit Packets
Inventory Valuation
PM Reports

EXAMPLE

Every PDF you might need: traveler, job detail, RMA, audit packet, inventory valuation, PM report. One click. Branded with your colors.

Actions

Task management with 5 types, 3 priority levels, checklists, attachments, and related links. Assign to team members and track completion.

5 action types
3 priority levels
Checklists & attachments
Related links

EXAMPLE

Cross-team todo list tied to jobs/orders/lots. 5 types, 3 priorities, checklists, attachments. Replaces the post-it-note pile and "did we get to that thing?" Slack threads.

Theming & Roles

5 theme presets plus custom colors. 4 roles (Admin, Manager, Operator, Viewer). Built-in help guide with 11+ sections.

5 presets + custom colors
4 roles: Admin, Manager, Operator, Viewer
11+ help guide sections
ISO clause references

EXAMPLE

Pick from 5 theme presets or define custom colors. 4 roles (Admin / Manager / Operator / Viewer) keep permissions tight. Your shop, branded your way.

Twenty-one modules.
One source of truth.

Win the work. Track every dollar.

Every PO.
One view.

The shop floor, instrumented.

Live production.
Real-time.

Material in. Material out.

Visual rack view.
Every location.

ISO 9001:2015. Out of the box.

Audit-ready.
Always.

Numbers that drive decisions.

Your shop.
At a glance.

Machines stay running.

The bits that tie it all together.

Twenty-one modules.
Pick yours.

Twenty-one modules.One source of truth.

Win the work. Track every dollar.

Every PO.One view.

The shop floor, instrumented.

Live production.Real-time.

Material in. Material out.

Visual rack view.Every location.

ISO 9001:2015. Out of the box.

Audit-ready.Always.

Numbers that drive decisions.

Your shop.At a glance.

Machines stay running.

The bits that tie it all together.

Twenty-one modules.Pick yours.

Twenty-one modules.
One source of truth.

Every PO.
One view.

Live production.
Real-time.

Visual rack view.
Every location.

Audit-ready.
Always.

Your shop.
At a glance.

Twenty-one modules.
Pick yours.