How it works
Seven steps, one record, no re-typing.
This is what happens to a job in NE Vault, from the moment a customer asks for a part to the moment their payment lands. Each step is done once, by the person who does it, and everyone else sees the result.
- 01Your customer
They ask for a part.
From their portal — or from a request you log for them after a phone call. The form is one you designed: drawing attached, quantity, when they need it. It lands in your queue with an owner and a priority, and nothing about it lives in an inbox.
Lives in Customer portal
- 02Your office
You quote it in minutes.
If you have made it before, the part, the method and the last price are already on file. Add quantity tiers if you want the 10-off and the 100-off on one document, save it as a draft or send it. The customer approves it online or from the email.
Lives in CRM — Customer Relationship Management
- 03The system
The order creates itself.
An approved quote becomes an order with its lines carried across — delivery or pickup, PO number, and payment by card, bank transfer or their trade account. It joins the pipeline: received, in production, QC, invoiced, shipped, completed.
Lives in CRM — Customer Relationship Management
- 04The floor
It becomes a job on the schedule.
A work order is raised from the order with its bill of materials and routing. The schedule shows it against your machines' real capacity and warns if the material is short. Operators scan the job pack on a phone to start and finish, and the board on the wall updates itself.
Lives in MRP — Material Requirements Planning
- 05Stores
Stock moves with a phone scan.
Material is issued to the job, finished parts go into a location, a delivery from a supplier is received on the dock — each by scanning a label. On hand, allocated and available are always right because nobody types a number.
Lives in ERP — Enterprise Resource Planning
- 06Despatch
It ships, and the invoice goes with it.
Despatch issues the stock and moves the order to shipped in one step. The tax invoice is raised from the order — the same lines, the same PO number — and emailed to the customer's accounts address the day the job leaves the building.
Lives in ERP — Enterprise Resource Planning
- 07Accounts
It gets paid, and the record closes.
Card payments arrive by themselves. Bank transfers are recorded against the invoice, spread across several if one payment covers them. On a trade account the credit line is charged at invoice and restored on payment — and reminders and statements go out automatically if you switch them on.
Lives in CRM — Customer Relationship Management
Start small
You don't have to do all seven on day one.
Most shops start with the first three — customers, quotes and orders — which are free. Stock and invoicing come next, usually the month someone gets tired of the spreadsheet. Production last, once the schedule on the whiteboard stops fitting. Each part is a switch in Settings; nothing you entered is lost when you turn one on.
Do I have to enter all my parts before it's useful?
No. Parts are added as they are quoted, and you can bulk-upload a list for a customer before you invite them. Most shops start with their top twenty repeat parts and let the rest arrive with the work.
We do things differently to other shops. Will it fit?
The first thing you do is pick what kind of business you are. That sets the words the system uses, the properties on your catalog and the request forms your customers see — and every one of them can be renamed or switched off later.
Does it work on a phone on the floor?
Yes. Stock moves, counts, receiving and starting a job are done by scanning a QR label with a phone camera. No terminal, no typing.
Watch a real job go through it.
Thirty minutes on a call. We run one of your parts from request to invoice while you watch.