Quotes & costing
Price items from material, operations and mark-ups, keep quote versions and turn a quote into an order in one click.
ERP for sheet metal, welding and fabrication
From CAD part to invoice – in one system.
PT-SE ERP runs your whole job flow: quote, order, BOM, production planning, nesting, purchasing, stock, delivery docket and invoice. In the browser, nothing to install, built for the shop floor.
Connects to SolidWorks
Xero integration
Your own dedicated instance
Dashboard
Quotes
Sales orders
Work orders
Nesting
Purchasing
Items
Open orders42
To deliver17
To invoice9
| Order | Customer | Status |
|---|---|---|
| SO-10482 | Sample Engineering | In production |
| SO-10479 | Example Machinery | Ready to ship |
| SO-10475 | Demo Steel Ltd | Material short |
| SO-10471 | Sample Engineering | Ready to ship |
| SO-10466 | Trial Fabrication | In production |
One connected workflow
One record that follows the job from start to finish
Stop copying data between spreadsheets, CAD, inventory and accounts. Every department works from the same data.
Quote
→
Order
→
BOM
→
Production
→
Delivery docket
→
Invoice
Features
Everything a fabrication shop needs every day
Developed from the day-to-day of a sheet metal and welding business – not a generic ERP with an industry add-on.
BOMs & routings
Multi-level BOMs, operations with time factors and templates. An order becomes work orders and purchasing requirements.
Production & nesting
Plan and track work orders, group sheet cut-outs in nesting and report the result back to the jobs.
Purchasing & goods in
Requests for quote, purchase orders with approval, goods receipt and stock withdrawals – demand comes straight from the exploded BOM.
Items & stock
Item master with geometry, material, files and preview image. Stock levels and movements fully traceable.
Delivery dockets & invoices
Delivery dockets and invoices are created from finished order lines. PDF reports, ready to send as an email draft.
Dashboard & reports
Open orders, overdue work, turnover over recent months and top customers at a glance – plus your own report templates.
AI assistant
Ask questions about your data in plain English and have files and emails read for you. The assistant only proposes changes – you approve them.
Permissions & audit trail
User groups with rights per module, changes stamped with user and time. Every change approved through the assistant is logged.
Integrations
Connected to the tools you already use
No double handling: CAD, accounting and payroll talk to your ERP.
SolidWorks
The SolidWorks add-in sends parts and assemblies straight into the ERP item master.
- Create items and BOMs from CAD
- Carry over sheet metal, geometry and weight data
- Open the flat pattern (DXF/PDF/STEP) from the item
Xero
Sync invoices, customers, suppliers and items with your books in Xero.
- Send invoices and purchase orders to Xero
- Match customers and suppliers as Xero contacts
- Keep items in step between ERP and Xero
Wageloch
If you run payroll in Wageloch, we can connect employees and clock times.
- Bring employees across from Wageloch
- Pass clock times on to payroll
- Set up on request
Using a different system? Talk to us – the interfaces are built to be modular.
Why PT-SE ERP
Built for the workshop, usable across the whole business
- Fabrication know-how built in: sheet metal parts, flat patterns, cut lengths, bends and nesting are part of the standard.
- Fast like a desktop program: dense grids, filters, keyboard operation and column layouts per user.
- Fast search everywhere: Ctrl+K finds customers, items, orders and purchase orders and remembers your history.
- Runs in the browser: nothing to install, always up to date, reachable from the office and the workshop.
Your own instance
Every customer gets a separate database and their own address, for example yourcompany.ptse-erp.com. Your data never mixes with anyone else's.
Securely operated
Encrypted connections, sign-in with user permissions and separate access keys per customer.
For the whole team
Sales, planning, purchasing, production and accounts work in the same system at the same time.
Proven foundation
The web application builds on an ERP proven in daily fabrication work and grows module by module.
No-obligation demo
See PT-SE ERP with your own examples
In a personal online demo we walk through your day-to-day – from quote to invoice.
- Free and no obligation
- Personal, and with your team if you like
- We cover SolidWorks, Xero and your requirements
Prefer to write directly? info@pt-se.de