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Small manufacturing

RFQs, POs, drawings, and certs — matched before they hit the floor.

RFQs, customer POs, drawings with revisions, travelers, and inspection certs arrive from customers and suppliers — often out of sync. Safivo reads the office-side packet, matches it to the job or work order, and writes clean fields when checks pass. Shop-floor change management stays with your team.

The packet

The recurring document set that arrives from inboxes, EDI, and uploads:

  • RFQs
  • Customer purchase orders
  • Drawings and revision sheets
  • Travelers
  • Inspection certificates
  • Supplier invoices
  • Packing slips

The match

Job, work order, or PO in your ERP — checked against the latest drawing revision and quoted quantities.

Works alongside

Safivo writes clean fields to the systems your team already uses — it does not replace them.

JobBOSSJobBOSS2E2Made2ManageGlobal Shop SolutionsProShopFulcrumQuickBooks

The exception queue

Safivo pauses on the rules you set. For example:

Drawing revision mismatch

PO references rev A but the traveler says rev B — Safivo pauses for a person to decide.

PO quantity does not match quoted quantity

Quantity drift between quote and order flags before the job is updated.

Cert missing for a traceability-required lot

Material lots that require certs pause until documentation is attached.

Supplier invoice cannot be matched to a receiver

AP holds until the invoice ties to an open PO or receipt.

RFQ arrives with no drawing attached

Safivo asks for the missing document before the quote path continues.

This is the job-shop packet. Safivo runs the same shape for any document packet your team repeats.

Ready to map one workflow?

Bring one repetitive document task. We'll walk through how Safivo reads it, checks it, routes exceptions, and keeps the full audit trail.