--- title: "Prefab design freeze to factory release workflow" description: "Coordinate prefab design release with approved scope, material commitments and factory scheduling decisions." canonical: https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling last_modified: 2026-09-18 --- # Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling > 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 Coordinate prefab design release with approved scope, material commitments and factory scheduling decisions. Author Ignacio Malpartida · GTM Engineer Published September 18, 2026 Read time 5 min read APP TIPS ## The operating decision A prefab design-to-factory workflow should connect the controlled design revision, commercial approval, material requirement and production-release decision. Design freeze must identify the exact configuration covered; it should not be a loose project status that survives later changes. Procurement and scheduling need the approved version and any release conditions. Qualified technical and production owners decide readiness, while the workflow routes evidence and records the permitted handoff. Explore the complete [modular and prefab building supply and installation integration and automation hub](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) for the systems and processes around this guide. ![Summary card: Prefab design freeze to factory release workflow](https://www.stacksync.com/images/blog-highlights/icp-prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling.webp) ## What this looks like in modular and prefab building supply and installation A modular manufacturer has a customer-approved layout, but a late option change affects material procurement and factory sequencing. Sales considers the project won, engineering has a revised drawing, and purchasing has already ordered against the earlier version. A workflow should expose those differences before factory release. It should show which revision is approved, what commitments exist and who must accept the impact of the proposed change. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Controlled design revision | Technical owner | Maintain the configuration and documents under review. | | Commercial scope approval | Authorized account and customer owners | Confirm the accepted options and commercial consequences. | | Material requirement and commitments | Procurement | Compare the released requirement with orders already placed. | | Factory release | Production authority | Record the specific revision and prerequisites authorized for scheduling. | ![Record ownership diagram: Controlled design revision, Commercial scope approval, Material requirement and commitments](https://www.stacksync.com/images/blog-diagrams/icp-prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Define what freeze means List the decisions and documents that must be accepted before the design is considered frozen for the intended production stage. Record the revision identifier and approvers. A customer accepting a layout may not complete every technical or procurement prerequisite needed for release. 2. 02 Compare revisions with existing commitments When the configuration changes, identify affected materials, assemblies and planned operations. Show purchase orders or work already released against the earlier version. This turns a vague revised drawing notification into a concrete decision about what must change and what can remain. 3. 03 Route technical and commercial review Keep the qualified design decision separate from customer approval of price or scope. Each reviewer should see the relevant differences and conditions. If the proposal changes again, invalidate approvals tied to changed details rather than carrying them forward automatically. 4. 04 Prepare procurement and scheduling handoffs After the required reviews, provide the accepted requirement and revision to procurement and production planning. Invoke only verified system actions; otherwise create an owned release task. Keep the destination references so each team can confirm that it is acting on the same configuration. 5. 05 Control postrelease changes Any later request should create a new change record with the released baseline and work-in-progress evidence. Route the impact review before altering factory instructions. Preserve the prior release and its scope so the team can reconstruct which version governed each production decision. 6. 06 Define the scope of a conditional release Production may authorize a limited stage while another design detail remains under review. Record exactly which assemblies, operations or material commitments may proceed and which remain blocked. A conditional release should not be translated into a general released status in the CRM or planning board. The downstream owner needs the conditions alongside the revision reference. When the missing decision is resolved, issue the next explicit release rather than assuming the remaining scope became authorized because some work had already started. ![6-step operating sequence: Prefab design freeze to factory release workflow](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Customer option changes after purchasing Identify affected commitments and route disposition or revised buying decisions. ### Technical approval applies to an older drawing Reopen the affected review for the current revision. ### Only part of the design can be released Record the permitted assembly or stage scope rather than marking the entire project released. ## What to verify before expanding - Factory release identifies a specific approved revision. - Commercial acceptance cannot replace qualified technical review. - Existing commitments are visible in revision decisions. - Partial release cannot be mistaken for full-project release. ## Connect this process to the rest of your operation [Explore Stacksync workflows](https://www.stacksync.com/workflow-automation) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real controlled design revision example and the exception your team handles most often, for example customer option changes after purchasing. - [Modular Factory-to-Site Delivery Workflows](https://www.stacksync.com/use-case/modular-factory-site-delivery-workflows) - [Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance](https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance) - [Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance) - [Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records) - [Secure EDI Processing in Multi-Cloud Environments](https://www.stacksync.com/blog/secure-edi-processing-in-multi-cloud-environments) - [Connecting Salesforce and HubSpot to Databases with Stacksync](https://www.stacksync.com/blog/connecting-salesforce-and-hubspot-to-databases-with-stacksync) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync Salesforce connector requirements](https://docs.stacksync.com/two-way-sync/connectors/salesforce) - [Stacksync NetSuite connector and object support](https://docs.stacksync.com/two-way-sync/connectors/netsuite) - [Stacksync event triggers](https://docs.stacksync.com/guides/event-triggers) FAQ ## Frequently asked questions Can the workflow decide a design is manufacturable? No. Technical and production authorities make that decision. The workflow coordinates the evidence, reviewers and release record. Does design freeze prevent every later change? It establishes a controlled baseline. Later changes remain possible through a defined revision and impact-review process rather than silent edits. What is a useful production pilot? Use a project with an option change after procurement but before factory release. Verify that the workflow identifies the affected commitments and obtains the right decisions before scheduling proceeds. About the author Ignacio Malpartida GTM Engineer Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale. [All posts by Ignacio Malpartida](https://www.stacksync.com/blog/author/ignacio-malpartida) 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 - [connector Salesforce integrations](https://www.stacksync.com/connectors/salesforce) - [connector NetSuite integrations](https://www.stacksync.com/connectors/netsuite) - [platform Integration architecture](https://www.stacksync.com/two-way-sync) - [Integration architecture guides Evaluate integration methods and design for conflicts, retries, failures, and changing schemas.](https://www.stacksync.com/blog#topic-integration-architecture) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [Data engineering Modular Building Manufacturers: Align Salesforce Project Configurations With NetSuite Orders and Milestones 5 min read read](https://www.stacksync.com/blog/modular-building-manufacturers-align-salesforce-project-configurations-with-netsuite-orders-and-milestones) [App tips Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance 5 min read read](https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance) [App tips Prefab Supplier EDI: Reconcile Component Orders With Factory Receipts and Direct-to-Site Deliveries 5 min read read](https://www.stacksync.com/blog/prefab-supplier-edi-reconcile-component-orders-with-factory-receipts-and-direct-to-site-deliveries) ## You just read how it should work. See it run on your own data. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)