Prioritize the real downstream impact
Connect late quantities to the next operation and accepted customer commitment so the buyer knows why a batch matters.
Metal fabrication and machining
Outside-processing follow-up automation for metal fabricators
Coordinate late coating, plating, heat-treatment and other outsourced operations around the jobs they affect. Stacksync workflows can bring the relevant records into one handoff so purchasing and planning work from the same unresolved quantities. Start with evidence collection, owned follow-up and accepted recovery plans before extending transactional actions.
Buyers and planners contact the same processor separately while the next shop operation waits for a return nobody has confirmed.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
Operations leaders, production planners and IT teams at US metal fabricators and machine shops with 100–1,000 employees.
Coordinate one recovery conversation
Retain supplier responses and assigned ownership, reducing duplicated status chasing across planners.
Close against actual recovery
Keep supplier dispatch, receipt and quality acceptance separate, with only the resolved quantity closed.
The process, end to end
Follow the work across systems
an operations director manages several subcontract processors and needs one view of late batches, affected jobs and current promises. The evaluation should include a partial return and a missed revised date, showing who follows up and what remains unresolved.
Scope your implementation
Bring these details to the demo
- Current outside-processing dispatch and return records.
- A named purchasing owner and planning escalation path.
- Examples of partial returns, rejected work and supplier date changes.
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- Metal fabrication outside-processing delays: route late returns to the right job owner
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.
- Machining drawing revisions: review a change against work already released
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.
Explore all metal fabrication and machining integration and automation guides ↗
Common evaluation questions
Can this choose another processor?
It can assemble approved alternatives and supporting information. Purchasing, engineering and quality retain the decision about the permitted process and supplier.
What should the demonstration include?
A late batch offered as a split return, competing downstream jobs and the resulting approved allocation.
What is the economic measure?
Use manual coordination time and delay-case aging, while keeping freight, rework and supplier performance outcomes separately attributed.
Where does this follow-up workflow sit in the Stacksync product order?
It comes second. Two-way sync between NetSuite and Postgres goes first, because a delay case needs the sent batch, required return date and affected job to resolve to the same records purchasing and planning already use. Then workflows carry the supplier’s recovery proposal, the allocation decision and escalation to named owners. Genies come later, if estimating wants RFQ emails and drawings turned into an evidence-based packet. EDI stays separate and last, covering customer PO lines and releases rather than anything a processor sends back.
