
Bring the commercial, workshop and site teams around the same job. Unity Infoway helps commercial kitchen equipment businesses plan ERP and CRM workflows from the first enquiry to procurement, fabrication, installation and after-sales service.
Support the mix of custom-made equipment, purchased products and site work that makes each kitchen project different. Begin with sales and project coordination, then add operational depth where your business needs it.
A kitchen project can change between the sales discussion, approved drawing and installation visit. Give the team one agreed reference for each stage.
Keep equipment lists, quantities, specifications and approved commercial revisions attached to the same enquiry or project.
Identify what must be fabricated, what must be bought and which items are waiting for approval or material.
Coordinate packing, transport, site readiness and installation tasks instead of treating dispatch as the end of the project.
Retain supplied-equipment references, commissioning records and warranty details so the service team can understand the installed base.

Use a project or order reference that stays visible as responsibility moves between sales, engineering, purchasing, production and site teams.
Record the customer, kitchen type, site constraints and equipment needs.
Build quotations, manage revisions and attach approved specifications or drawings.
Separate bought-out equipment from workshop jobs and plan the required materials.
Record agreed quality checks, packing details and delivery readiness.
Assign installation tasks, record commissioning and resolve pending site issues.
Track warranty references, complaints, service visits and contract renewals.
Configure the modules required for your business model. Manufacturing, installation and service capabilities should be included only where confirmed in the project scope.
Track enquiries, site visits, customer contacts and the next commercial action.
Prepare equipment-wise offers with specifications, quantities, exclusions and an approved version.
Maintain site records, milestones, documents, responsibilities and outstanding approvals.
Organize products, components, suppliers, units and approved bill-of-material structures.
Coordinate supplier enquiries, purchase orders, expected receipts and procurement follow-ups.
Track job cards, workshop stages, assigned work and required material availability.
A manufacturer, dealer and turnkey project contractor do not need identical software. Shape the first release around your revenue model and the teams that must coordinate.
Connect custom specifications, materials and workshop progress with confirmed orders.
Coordinate purchased equipment, stock availability, supplier follow-ups and deliveries.
Link equipment supply with site milestones, installation tasks and handover records.
Maintain installed-equipment references, scheduled visits and customer service history.

Review accounting exports, customer portals, supplier records and approved notification channels against your actual systems. Custom web development can support project-specific interfaces, while IT support and maintenance can be discussed for the operating environment. Decide which application owns pricing, stock and financial records before connecting them.
CAD authoring, automated nesting, machine connectivity, advanced production scheduling and full statutory accounting are separate requirements. A document attachment workflow is not the same as a CAD integration or a manufacturing control system.
Start with the points where an approved quotation becomes a real delivery commitment. Unity Infoway can help translate those handovers into an agreed software scope, supported by our development process.
Packaging ERP and CRM – Explore another manufacturing workflow with production, stock and dispatch
coordination.
Building maintenance software – Relevant when ongoing asset servicing becomes a major part of the
operation.

CRM is suitable when the main need is enquiries, quotations and follow-ups. ERP becomes relevant when purchasing, fabrication, inventory, installation or service must connect to the order. You can phase the implementation rather than activate every operational module immediately.
A combined workflow can be designed with clear make-or-buy classification. Manufactured items may require material and job records; purchased equipment needs supplier and receipt tracking. The configuration should also account for partial deliveries and mixed orders.
Revision control can be scoped around version numbers, approval status, dates and document attachments. Teams should know which version is approved for fabrication. Editing CAD files, extracting measurements or synchronizing CAD software requires additional integration assessment.
Installation checklists, commissioning records, warranty references and service-contract reminders can be included. Confirm whether equipment identification is serial-based, project-based or both, and define who approves completion, service charges and renewal terms
Job costing can use agreed material, purchase, labour and other cost inputs. Its accuracy depends on the records maintained. Accounting exports or integrations must be scoped separately; operational costing should not be described as a complete statutory accounting system.
Yes. An initial phase can prioritize enquiries, quotations, customers and project tracking. Later phases can add procurement, inventory, workshop operations and service. The data structure and boundaries should be planned early so expansion does not require unnecessary rework.
A mobile-responsive interface can be included for selected site tasks. Native apps, offline capture and background synchronization are additional requirements. Hosting, user permissions, attachment limits and access from client sites should be confirmed during discovery.
The main drivers are module depth, quotation rules, production complexity, migration, integrations and reporting. Share sample equipment lists and one complete project journey so Unity Infoway can prepare a phase-wise proposal with clear inclusions and exclusions.
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