---
title: "Metal fabrication and machining | Stacksync"
description: "Connect estimates, job revisions, outside processing and material evidence without turning a revised drawing into an unapproved shop-floor instruction."
canonical: https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining
last_modified: 2026-09-21
---

Metal fabrication and machining

# Two-way sync and automation for metal fabrication and machining.

> 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

![Metal fabrication and machining systems connected through Stacksync two-way sync: Salesforce, Acumatica, NetSuite, PostgreSQL, Dynamics 365 F&O, SQL Server](https://www.stacksync.com/images/industry-heroes/icp-metal-fabrication-machining-800.webp)

Connect estimates, job revisions, outside processing and material evidence without turning a revised drawing into an unapproved shop-floor instruction.

Estimators, schedulers and subcontract buyers work from different revisions while customer updates still depend on a planner opening the job record.

[Book a demo](https://www.stacksync.com/book-a-demo)

Explore your process in a demo, or get our shared two-way sync architecture guide.

Make shared records dependable

Keep quoted scope, approved job scope and outside-processing status distinguishable and visible to their owners.

1. **Quote revision** Estimating · Retain quantity breaks and drawing revision before a quote becomes an order.
2. **Job operation** Production planning · Expose readiness and completion independently from customer-requested dates.
3. **Outside-process lot** Subcontract purchasing · Track quantity sent, due back, received and rejected for each operation.
4. **Material certificate** Quality · Link a reviewed certificate to the actual heat or lot; an attachment alone does not release material.

The platform, in operating order

## Start with live data. Put it to work.

01

### [Two-way sync](https://www.stacksync.com/two-way-sync)

Keep shared customer, order, and operational records aligned, with clear field ownership.

Explore two-way sync

02

### [Workflows](https://www.stacksync.com/workflow-automation)

Move approved work between systems, assign exceptions, and confirm the result.

Explore workflows

03

### [AI agents (Genies)](https://www.stacksync.com/ai-agents)

Investigate cross-system questions, assemble the evidence, and prepare the next action.

Explore ai agents (genies)

04

### [EDI](https://www.stacksync.com/edi)

Connect trading-partner documents to operational records and exception handling.

Explore edi

Built around your operations

## For teams managing more than one business model

Operations leaders, production planners and IT teams at US metal fabricators and machine shops with 100–1,000 employees.

### Outside-processing return follow-up

Track late coating, plating or heat-treatment operations and show the affected downstream jobs.

[Explore workflows ↗](https://www.stacksync.com/workflow-automation)

### Drawing changes on released jobs

Collect the proposed revision and production impact before engineering and planning approve a cutover.

[Explore workflows ↗](https://www.stacksync.com/workflow-automation)

### RFQ intake for fabricated parts

Prepare a structured estimate request from customer drawings and email without guessing missing tolerances.

[Explore Genies ↗](https://www.stacksync.com/ai-agents#genies-job-icp-metal-fabrication-machining)

Your systems and records

## Agree on ownership before automating actions

| Record | Owner | Operating rule |
| --- | --- | --- |
| Quote revision | Estimating | Retain quantity breaks and drawing revision before a quote becomes an order. |
| Job operation | Production planning | Expose readiness and completion independently from customer-requested dates. |
| Outside-process lot | Subcontract purchasing | Track quantity sent, due back, received and rejected for each operation. |
| Material certificate | Quality | Link a reviewed certificate to the actual heat or lot; an attachment alone does not release material. |

[Salesforce](https://www.stacksync.com/connectors/salesforce) [Acumatica](https://www.stacksync.com/connectors/acumatica) [NetSuite](https://www.stacksync.com/connectors/netsuite) [PostgreSQL](https://www.stacksync.com/connectors/postgresql) [Dynamics 365 F&O](https://www.stacksync.com/connectors/dynamics-365-finance-operations) [SQL Server](https://www.stacksync.com/connectors/sql-server) [Salesforce + Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-salesforce) [NetSuite + PostgreSQL integration](https://www.stacksync.com/integrations/netsuite-and-postgresql)

Translate customer PO lines without losing drawing revision, unit conventions or the distinction between a release and a repeat transmission.

Evaluate your next process

## Find the right fit for your systems

- Two-way sync [Salesforce and Acumatica two-way sync for metal fabricators](https://www.stacksync.com/use-case/metal-fabrication-salesforce-acumatica-two-way-sync)

  Connect accepted fabrication quotes to ERP orders and return the job-readiness information sales needs.
- 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)

  Connect NetSuite order context with the Postgres records your shop uses for jobs and outside processing.
- Workflows [Outside-processing follow-up automation for metal fabricators](https://www.stacksync.com/use-case/metal-fabrication-outside-processing-follow-up)

  Coordinate late coating, plating, heat-treatment and other outsourced operations around the jobs they affect.
- AI agents (Genies) [AI RFQ intake for metal fabrication and machining](https://www.stacksync.com/use-case/metal-fabrication-ai-rfq-intake)

  Use a Genie to turn fabrication RFQs into estimating packets with source evidence, approved part history and explicit missing questions.

Implementation and operating guides

## Work through the details

- Two-way sync [Metal fabrication: connect Salesforce quotes to Acumatica job-ready orders](https://www.stacksync.com/blog/metal-fabrication-salesforce-acumatica-quote-job-handoff)

  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.
- Two-way sync [Machine shops: connect NetSuite and Postgres outside-processing status](https://www.stacksync.com/blog/metal-machining-netsuite-postgres-outside-processing-status)

  Machine shops that track coating and plating batches in Postgres can keep NetSuite order context attached to each sent, returned and inspected quantity.
- Two-way sync [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)

  A material-evidence view tells planners which received heat each certificate covers and which order demand uses it, so a file on record never stands in for a quality decision.
- Workflows [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)

  When a processor returns heat-treated parts late or in a split shipment, one shared case shows the unresolved quantity, the affected next operation and who decides the allocation.
- Workflows [Machining drawing revisions: review a change against work already released](https://www.stacksync.com/blog/metal-machining-drawing-revision-released-job-workflow)

  A customer's revision D arriving mid-run should open a review of the pieces at each stage, not overwrite the revision C the shop and its processor are working to.
- AI agents (Genies) [AI RFQ intake for metal fabricators: prepare a complete estimating packet](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-drawing-intake)

  Estimators get one reviewable packet with the customer's drawings, quantity breaks and finish question, plus the prior quotes and unknowns that decide whether pricing can start.
- AI agents (Genies) [AI RFQ exceptions in metal fabrication: resolve material, revision and quantity ambiguity](https://www.stacksync.com/blog/metal-fabrication-genie-rfq-material-revision-exceptions)

  Readable documents that disagree about the same part should block the quote packet until an estimator or engineer settles which source governs revision, material and quantities.
- EDI [Metal fabrication EDI orders: preserve drawing revision and release identity](https://www.stacksync.com/blog/metal-fabrication-edi-purchase-order-drawing-revision)

  Repeat orders for a machined housing arrive as releases against one blanket PO; intake must tell releases, changes and retransmissions apart before any line reaches the ERP.

## Questions from metal fabrication and machining teams

### Who should own the first metal fabrication pilot when estimating, planning and purchasing each keep their own revision?

Start with the planner who currently opens the job record to answer customer status questions, because that person already reconciles the Quote revision, the Job operation and the Outside-process lot by hand. Give them a named counterpart in estimating and subcontract purchasing, and bring in your Acumatica or NetSuite administrator before any write permission is granted. Two-way sync exposes each record to its owner; it does not move ownership of the quote from estimating to the shop floor.

### How does a machine shop know whether a drawing revision or an outside-processing delay is a good fit for a workflow?

A good fit has a record that changes hands more than once and an owner who can say which version is approved. Drawing changes on released jobs qualify when engineering can state which Job operation the new revision affects and planning can approve the cutover. Late coating or plating returns qualify when subcontract purchasing tracks each Outside-process lot by quantity sent and due back. The workflow gathers the evidence and routes it; engineering and planning still make the release decision.

### What should a metal fabrication demo show before you connect Salesforce, Acumatica and Postgres?

Ask for three cases run end to end: a repeat order against an existing Quote revision, a customer PO that arrives with a newer drawing, and the same release transmitted twice. In each case, look at the Material certificate state and the Outside-process lot balance alongside the order, and confirm the replay created no second job. The RFQ Genie may prepare the estimating packet, but estimating approves the quote and quality releases the material.

Bring one real process

## See how your records and handoffs fit together.

Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.

[Book a demo](https://www.stacksync.com/book-a-demo)

Explore your process in a demo, or get our shared two-way sync architecture guide.