--- title: "Salesforce Acumatica quote-to-job sync for metal fabricators" description: "Carry the accepted quote option, drawing revision and material spec from Salesforce into one Acumatica order, then return job readiness to sales." canonical: https://www.stacksync.com/blog/metal-fabrication-salesforce-acumatica-quote-job-handoff last_modified: 2026-09-18 --- # Metal fabrication: connect Salesforce quotes to Acumatica job-ready orders > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md A fabricator's Salesforce win should reach Acumatica as one order line carrying the chosen quantity break and drawing revision, with job readiness reported back separately. Author Ruben Burdin · Founder & CEO Published September 18, 2026 Read time 4 min read DATA ENGINEERING ## The operating decision For a metal fabricator, a Salesforce–Acumatica order handoff must carry the approved part revision, material specification and quantity break, not merely the opportunity amount. Use two-way sync to connect the commercial record to an accepted ERP order and return readiness to sales. Keep the estimate, customer approval and production release distinct. The estimator’s assumptions should remain visible until the responsible owners confirm that the job can be executed under the quoted conditions. Explore the complete [metal fabrication and machining integration and automation hub](https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining) for the systems and processes around this guide. ![Summary card: Salesforce Acumatica quote-to-job sync for metal fabricators](https://www.stacksync.com/images/blog-highlights/icp-metal-fabrication-salesforce-acumatica-quote-job-handoff.webp) ## What this looks like in metal fabrication and machining A machining business quotes three quantities of a bracket. The customer chooses the middle quantity and supplies a newer drawing with a different finish. Sales records the win, but the estimate still reflects the earlier drawing and finish supplier. Copying the opportunity into an order without its approved scope makes the job look ready while its price and process assumptions are unsettled. The integration should preserve which quantity and revision the customer accepted, then surface the differences requiring estimating or engineering review before production planning receives a release-ready handoff. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Accepted quote option | Estimating | Retain the selected quantity break, price basis and quote revision rather than transferring every quoted alternative as demand. | | Drawing reference | Engineering | Carry the document identifier and approved revision; a filename alone is not approval evidence. | | Material and finish | Engineering and purchasing | Preserve the specified grade, finish and approved supplier requirement where applicable. | | ERP order line | Order management | Return the accepted order and line identifiers with readiness and unresolved conditions. | ![Record ownership diagram: Accepted quote option, Drawing reference, Material and finish](https://www.stacksync.com/images/blog-diagrams/icp-metal-fabrication-salesforce-acumatica-quote-job-handoff.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Resolve the accepted commercial option Compare the customer’s purchase order with the quote options. Identify the selected quantity, price and delivery assumptions. If a PO mixes terms from different quote versions, record the differences for estimating rather than automatically selecting whichever value appeared most recently. 2. 02 Carry the specification reference Link the approved drawing and relevant material or finish requirements to the order handoff. Keep a reviewable reference to the source document. A text description copied into an item field should not replace the engineering record that governs the manufactured part. 3. 03 Gate readiness on the missing decisions List the engineering, credit and subcontract confirmations required before the order is job-ready. Publish each incomplete condition to sales with an owner. The integration can reduce status chasing while leaving the actual release decision with planning. 4. 04 Validate the quote-to-order cross-reference Use a repeated approved quote and a changed drawing in the demonstration. Confirm that a replay resolves the existing order, while the changed scope opens a review. Test the exact Acumatica endpoint operation under the intended role before enabling destination changes. ![4-step operating sequence: Salesforce Acumatica quote-to-job sync for metal fabricators](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-metal-fabrication-salesforce-acumatica-quote-job-handoff.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### The PO selects a different quantity break Ask estimating to confirm pricing and schedule effects. Do not prorate a quoted price automatically when the manufacturing assumptions differ. ### A drawing changes after the quote is accepted Preserve both revisions and route the delta to engineering and estimating. Keep the current accepted order unchanged until disposition. ### Several parts share a customer description Match customer part and revision references. A common description such as bracket or plate is insufficient to identify the correct item. ## What to verify before expanding - One selected quote option produces one intended order line, while unused options remain non-demand. - The order handoff exposes the approved drawing revision and any unresolved difference. - Sales sees job readiness separately from commercial acceptance. - Replaying the same approved scope retains the existing ERP order reference. ## Connect this process to the rest of your operation [Explore Stacksync two-way sync](https://www.stacksync.com/two-way-sync) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real accepted quote option example and the exception your team handles most often, for example the PO selects a different quantity break. - [Salesforce and Acumatica two-way sync for metal fabricators](https://www.stacksync.com/use-case/metal-fabrication-salesforce-acumatica-two-way-sync) - [NetSuite and Postgres two-way sync for machining operations](https://www.stacksync.com/use-case/metal-machining-netsuite-postgres-two-way-sync) - [Machine shops: connect NetSuite and Postgres outside-processing status](https://www.stacksync.com/blog/metal-machining-netsuite-postgres-outside-processing-status) - [Metal fabrication: link Dynamics order demand and material certificates in SQL Server](https://www.stacksync.com/blog/metal-fabrication-dynamics-sql-server-material-certificate-links) - [Metal fabrication outside-processing delays: route late returns to the right job owner](https://www.stacksync.com/blog/metal-fabrication-outside-processing-late-return-workflow) - [Acumatica API Integration: A Practical Guide](https://www.stacksync.com/blog/acumatica-api-integration-guide) - [Real-Time NetSuite to Database Sync: Implementation Guide and Best Practices](https://www.stacksync.com/blog/real-time-netsuite-database-sync-implementation-guide) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Salesforce: change data capture events](https://developer.salesforce.com/docs/platform/platform-events/guide/platform-events-objects-change-data-capture.html) - [Acumatica: endpoints and contracts](https://help-2025r2.acumatica.com/%28W%285%29%29/Wiki/ShowWiki.aspx?PageID=1a9d6f7e-8546-426b-b1ff-d712fbcfbc7b&wikiname=HelpRoot_Dev_Integration) FAQ ## Frequently asked questions Should the quote become a production job immediately? Only if all release conditions are satisfied through the approved process. A commercial win alone does not establish current material, engineering or outside-processing readiness. What information matters more than copying every CRM field? Start with customer and ship-to identity, selected quote option, customer part, drawing revision, material, finish and required date. These explain the work being accepted. How can a shop judge the first pilot? Compare the time needed to assemble a job-ready handoff and count missing-scope corrections after acceptance. Use repeat jobs and revision-sensitive jobs as separate samples. About the author Ruben Burdin Founder & CEO Ruben Burdin is the Founder and CEO of Stacksync, the first real-time and two-way sync for enterprise data at scale. Ruben is a Y Combinator alumni with a strong background in software engineering and business. [All posts by Ruben Burdin](https://www.stacksync.com/blog/author/ruben-burdin) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [integration Salesforce and Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-salesforce) - [connector Salesforce integrations](https://www.stacksync.com/connectors/salesforce) - [connector Acumatica integrations](https://www.stacksync.com/connectors/acumatica) - [platform Two-way sync](https://www.stacksync.com/two-way-sync) - [Two-way sync guides Understand two-way sync, record matching, field ownership, and production readiness.](https://www.stacksync.com/blog#topic-two-way-sync) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [Data engineering Building-products manufacturers: connect Salesforce dealer quotes to Acumatica orders 4 min read read](https://www.stacksync.com/blog/building-products-salesforce-acumatica-dealer-quote) [Data engineering Electrical manufacturers: connect Salesforce assembly quotes to Acumatica orders 4 min read read](https://www.stacksync.com/blog/electrical-manufacturers-salesforce-acumatica-configured-assemblies) [Data engineering Equipment aftermarket: connect Salesforce parts quotes to Acumatica order status 4 min read read](https://www.stacksync.com/blog/equipment-salesforce-acumatica-aftermarket-parts-quotes) ## You just read how it should work. 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