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ERP Software for Machine Tool Manufacturers | ERPLax
Industrial Automation ERP Software

ERP Software for Industrial Automation Companies

Machine tool manufacturers ERP software dashboard
19+ Years Experience 1700+ Projects Delivered

Connect sales, engineering, procurement, production, inventory, project execution, billing and after-sales service in one customizable ERP system built for industrial automation companies, machine builders and system integrators.

Multi-Level BOM Project-Based Manufacturing Cloud-Based PLC / IoT Integrations

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ENQUIRY TO CASHMULTI-LEVEL BOMENGINEER-TO-ORDERPROJECT COSTINGPANEL MANUFACTURINGPLC INTEGRATIONQUALITY INSPECTIONSERVICE & AMCENQUIRY TO CASHMULTI-LEVEL BOMENGINEER-TO-ORDERPROJECT COSTINGPANEL MANUFACTURINGPLC INTEGRATIONQUALITY INSPECTIONSERVICE & AMC
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Common Challenges

Running Automation Projects on Spreadsheets Gets Harder Every Quarter

Industrial automation companies manage complex, project-driven operations. Disconnected tools create the same problems again and again.

Different teams work with different versions of project data Engineering revisions not reflected in procurement or production Materials purchased without accurate stock visibility Project expenses hard to compare against estimates Production and assembly progress updated inconsistently Delivery schedules affected by missing components Approvals and technical documents hard to track Service, warranty and AMC disconnected from equipment history Management reports require manual consolidation
The ERPLax Solution

Custom ERP Software for Industrial Automation Companies

ERPLax brings sales, engineering, procurement, warehouse, production, quality, finance, installation and service into one coordinated system, with role-based access for every team.

Enquiry & CRMQuotationEngineering & BOMProcurementProductionQuality CheckInstallationService & AMC

Built Around Real Workflows

Configure the ERP for make-to-order, engineer-to-order, project manufacturing, repetitive production or a combination of workflows.

Structured, Shared Information

Sales, engineering, procurement, warehouse, production, quality, finance, installation and service teams work from the same structured data.

Role-Based Access

Give every department access appropriate to its responsibilities and approval authority, with a complete audit trail.

Definition

What Is Industrial Automation ERP Software?

Industrial automation ERP software is a centralized business management system designed for companies that manufacture, assemble, integrate, install or maintain automation equipment and industrial control systems. It connects lead and enquiry management, technical quotations, project estimation, BOM management, engineering revisions, material planning, purchase and supplier management, inventory, production, quality inspection, project costing, dispatch, installation, billing and service into one platform.

This is different from ERP for automation companies that only handle inventory or accounting — an industrial automation ERP software also manages engineer-to-order projects, revision-controlled BOMs and equipment traceability. The ERP does not replace PLC, SCADA, MES or machine-control applications; instead it can exchange relevant information with operational systems where integration is technically feasible, helping automation manufacturing software connect factory-floor and project-level activity with sales, procurement, finance and management reporting.

What the ERP Connects

Lead & Enquiry Technical Quotation Project Estimation BOM Management Engineering Revisions Material Planning Purchase & Supplier Inventory & Warehouse Production & Assembly Quality Inspection Project Costing Dispatch & Installation Billing & Payment Warranty, Service & AMC
Why It Matters

Why Industrial Automation Companies Need ERP Software

Manage Complex Project Requirements

Automation projects vary by customer, application, capacity, specification and site conditions. ERP keeps each project's commercial, technical and operational information structured.

Control Engineering Changes

Revision-controlled BOMs and approval workflows help purchasing, stores and production teams always use the correct drawings and components.

Improve Material Availability

PLCs, HMIs, drives, sensors, relays, enclosures and fabricated parts are planned in advance so shortages don't delay assembly or installation.

Track Project Cost Accurately

Consolidate component, fabrication, labour, subcontracting, travel, installation and commissioning cost against the relevant project or job.

Coordinate Multiple Departments

Sales, design, purchase, stores, production, testing and service reduce repeated data entry with one centralized system.

Improve Delivery Planning

Monitor material availability, pending approvals, assembly progress, testing status and dispatch readiness from one screen.

Key Features

Key Features of Industrial Automation ERP Software

23 connected modules covering enquiry to service, configurable for project-based and engineer-to-order manufacturing.

Lead, Enquiry & CRM Management

Capture leads from websites, calls, email and sales teams, assign enquiries to sales engineers and track opportunity stage through to conversion.

Technical Quotation & Estimation

Create item-based or project-based quotations with equipment, components, services, installation charges and version control.

Project & Job Management

Generate project codes and job numbers, define stages and milestones, and monitor planned versus actual progress.

Product Master & Equipment Configuration

Structured masters for finished equipment, assemblies, components, make/model specifications and customer-specific configurations.

Multi-Level BOM Management

Manage assembly, sub-assembly and project-specific BOMs with version and revision control, alternates and cost estimation — core to any BOM and inventory management software.

Engineering Change & Revision Control

Engineering change requests, approvals, effective-date management and impact analysis for purchase and production.

Material Requirement Planning

MRP software for manufacturers that calculates component requirements against stock, reserved quantities and pending purchase orders.

Purchase & Supplier Management

Requisitions, RFQs, supplier comparison, multi-level approval and delivery tracking from requirement to material receipt.

Inventory & Warehouse Management

Raw material, WIP and finished-goods tracking across multiple warehouses with barcode, batch, serial and lot support.

Serial Number & Component Traceability

Track critical components and finished machines through supplier serial numbers, installation location and warranty periods.

Production Planning & Work Orders

Plan fabrication, panel building, assembly, wiring, programming and testing with department-wise production planning.

Control Panel Manufacturing Management

Panel-wise BOM, enclosure planning, busbar and wiring tracking, PLC/HMI component tracking and inspection checklists — purpose-built control panel manufacturing ERP.

Subcontracting & Job Work

Manage outsourced fabrication, machining, coating or assembly with job-work orders and quantity reconciliation.

Quality Inspection & Testing

Incoming, in-process and final equipment inspection with parameter-based checklists, non-conformance and corrective-action workflow.

Project Costing & Profitability

Track estimated versus actual material, labour, subcontracting, freight, travel, installation and commissioning cost.

Sales Order & Delivery Management

Sales-order entry, delivery schedules, partial dispatch, packing lists and e-way bill integration where required.

Billing, GST & Payment Tracking

Proforma and tax invoices, milestone-based billing, advance and retention tracking, and customer outstanding reports.

Installation & Commissioning Management

Site-readiness checklists, technician assignment, daily progress updates, commissioning checklist and customer sign-off.

Service, Warranty & AMC Management

Service tickets, engineer assignment, spare-part consumption, preventive maintenance and AMC expiry reminders.

Workflow Automation & Approvals

Configure quotation, discount, purchase, BOM and engineering-change approvals with rule-based alerts and escalation.

Reports & Management Dashboards

Enquiry pipeline, order-book, project-progress, material-shortage and billing dashboards for decision-makers.

User Roles, Security & Audit Trail

Department-wise roles, module and transaction-level permissions, location-wise restrictions and full audit trail.

Mobile & Remote Access

Cloud-based, mobile-responsive access for enquiry updates, approvals, project status and site-visit reporting.

Benefits

Benefits of ERP for Industrial Automation Businesses

Real-Time Operational Visibility

View project status, material availability, pending purchases, production, dispatch, billing and service from one dashboard.

Better Project Control

Monitor each order from enquiry and estimation through engineering, procurement, production, installation and handover.

Improved Material Planning

Calculate component requirements using BOMs, available stock, reserved quantities and pending purchases to reduce shortages.

Faster Quotation Processing

Reuse standard product structures, component lists and commercial terms to prepare detailed quotations faster.

Reduced Manual Errors

Structured masters, approval workflows and connected transactions reduce repeated entry and inconsistencies.

Better Engineering Coordination

Revision-controlled BOMs help procurement, stores and production work with approved component information.

Accurate Project Costing

Compare estimated project costs against actual material, labour, job-work, travel, installation and overhead expenses.

Improved Inventory Control

Track components by warehouse, location, project, batch or serial number according to operational requirements.

Better Delivery Planning

Identify pending materials, incomplete work orders, inspection issues and approvals before they affect dispatch.

Improved Customer Service

Maintain equipment history, warranty status, service visits, spare-part usage and AMC information in one system.

Custom ERP Workflow

Configure forms, approvals, reports and process stages around the company's actual operating model.

Scalable for Growth

Start with essential modules and add production, quality, service, HRM, accounting and integrations as you expand.

Who Can Use This ERP

Who Can Use Industrial Automation ERP Software?

ERPLax industrial automation ERP can be configured for a wide range of engineering and manufacturing businesses.

Industrial automation solution providers Automation system integrators Machine builders Special-purpose machine manufacturers Control-panel manufacturers PLC and SCADA solution providers Robotics integration companies Process automation companies Factory automation companies Electrical panel builders Instrumentation companies Sensor and control-equipment suppliers Industrial IoT solution providers Material-handling system manufacturers Packaging-machine manufacturers Conveyor and assembly-line manufacturers Industrial equipment manufacturers Testing-equipment manufacturers Engineering and fabrication companies Project-based manufacturing businesses OEM equipment manufacturers Industrial maintenance and service companies
Step by Step

Industrial Automation ERP Workflow

From enquiry to project performance analysis, in one connected 13-step flow.

01

Capture the Customer Enquiry

The sales team records the customer, application, equipment requirements, expected quantity, project location and follow-up activities.

02

Prepare the Technical Estimate

Sales and engineering teams prepare the proposed configuration, preliminary BOM, service scope and estimated project cost.

03

Create and Approve the Quotation

The quotation includes equipment pricing, installation charges, taxes, payment terms and warranty conditions, with internal approvals.

04

Convert the Order into a Project

After confirmation, the system creates the sales order, project code, milestones and planned completion dates.

05

Finalize the BOM and Engineering Documents

Engineering teams create or revise the project-specific BOM, drawings, technical specifications and assembly instructions.

06

Calculate Material Requirements

The ERP checks required quantities against available, reserved and incoming stock; shortages convert into purchase requisitions.

07

Procure and Receive Materials

The purchase team requests quotations, compares suppliers, issues purchase orders and tracks deliveries with quality inspection.

08

Issue Materials for Production

Approved components are issued to fabrication, panel building, assembly, wiring, programming or other work orders.

09

Track Production and Testing

Teams update work-order progress, material consumption, rework, inspection results and testing records.

10

Dispatch the Equipment

The system prepares packing details, delivery challans, invoices, transporter information and statutory documents.

11

Complete Installation and Commissioning

Technicians record site activities, installation progress, commissioning results, observations and customer sign-off.

12

Manage Warranty and Service

The installed equipment record becomes available for warranty tracking, preventive maintenance and AMC management.

13

Analyse Project Performance

Management compares the original quotation, estimated cost, actual project cost, delivery performance and billing.

Connected Operations

ERP Integrations for Connected Industrial Operations

ERPLax can support integration with third-party systems based on business requirements, technical feasibility and API availability — from PLC integration with ERP to smart factory ERP software dashboards and IoT-integrated ERP software use cases.

PLC & Machine Data Integration

Exchange production quantity, machine status, downtime and process-parameter data through APIs, OPC-based systems or IoT platforms where feasible.

MES Integration

Connect ERP-level planning, inventory and order information with Manufacturing Execution Systems for shop-floor execution.

SCADA Integration

Exchange selected operational data with SCADA platforms for reporting, maintenance or production analysis.

IoT Platform Integration

Integrate authorized sensor or equipment information for monitoring, alerts and analytical dashboards.

Tally / Accounting Integration

Exchange approved sales, purchase, receipt, payment and ledger-related information with your accounting workflow.

GST & E-Invoice Tools

Support integration with applicable GST, e-invoice and e-way bill services as required.

Barcode & QR-Code Devices

Connect scanners, label printers and mobile devices for stock and equipment identification.

Email, SMS & WhatsApp API

Send quotation notifications, approvals, payment reminders and service updates through authorized channels.

Payment Gateway Integration

Link online payment collection with invoices or customer accounts where required.

Courier & Logistics APIs

Exchange shipment information with supported transport or courier platforms.

CRM & Ecommerce Integration

Connect external lead sources, customer portals, ecommerce websites or dealer-ordering systems.

Deployment Options

Cloud-Based or Cloud Industrial Automation ERP

ERPLax supports deployment based on the company's infrastructure, access and control requirements. The final architecture can be determined after evaluating locations, users, integrations, data volume and security policies.

Cloud-Based ERP

  • Access from multiple offices or project sites
  • Centralized application management
  • Remote access for authorized users
  • Scalable user and storage requirements
  • Reduced dependency on local server infrastructure

Cloud ERP

  • Deployment within your own infrastructure
  • Internal network access
  • Organization-managed server policies
  • Integration with selected local applications
  • Deployment according to internal IT requirements
Phased Rollout

Modular ERP Implementation

Industrial automation businesses do not always need every module at once. ERPLax can divide the rollout into practical phases.

Phase 1

Commercial & Inventory Control

  • CRM
  • Enquiry management
  • Quotation
  • Sales order
  • Purchase
  • Inventory
  • Billing
  • Basic reports
Phase 2

Engineering & Production

  • Multi-level BOM
  • Revision control
  • Material planning
  • Production orders
  • Work orders
  • Subcontracting
  • Quality inspection
  • Project costing
Phase 3

Installation & Service

  • Dispatch planning
  • Installation management
  • Commissioning reports
  • Warranty
  • Service tickets
  • Preventive maintenance
  • AMC management
Phase 4

Advanced Automation & Integrations

  • Custom dashboards
  • Mobile workflows
  • Tally / accounting integration
  • Barcode and QR-code systems
  • API integrations
  • IoT, MES, PLC or SCADA data integration
Why ERPLax

Why Choose ERPLax for Industrial Automation ERP?

Custom ERP Development

ERPLax develops ERP solutions according to your company's processes, approval levels, documents, reports and operating structure.

Designed Around Actual Workflow

The ERP reflects how your teams manage enquiries, design, procurement, production, testing, installation and service.

Suitable for Project-Based Manufacturing

Configure the system for make-to-order, engineer-to-order, project manufacturing, standard equipment or mixed operations.

Modular and Scalable

Start with priority modules and introduce additional functions, locations, users and integrations phase by phase.

Cloud Deployment

Choose an implementation model based on infrastructure, access, security and business requirements.

API Integration Capability

Connect compatible accounting, communication, ecommerce, logistics and machine-data or third-party systems.

Role-Based Access

Provide each team with access appropriate to its responsibilities and approval authority.

Custom Reports & Dashboards

Develop reports for project status, material shortages, production, inventory, costing, billing, collections and service.

Training and Support

Role-based guidance helps users understand the ERP workflows relevant to their departments.

Suitable for Growing Businesses

Configured for small, medium and growing industrial automation companies seeking better process control — a genuine custom ERP for manufacturing companies of every size, without unnecessary modules at the start.

FAQ

Frequently Asked Questions

ERP software for industrial automation companies is a centralized platform for managing sales, quotations, projects, BOMs, procurement, inventory, production, testing, billing, installation and after-sales service. It helps different departments work with connected business information.

No. PLC and SCADA systems primarily control or monitor industrial equipment and processes. ERP software manages business and operational workflows such as orders, materials, projects, production, costing and finance. The systems may exchange selected data when suitable interfaces are available.

Yes. ERPLax can be configured for engineer-to-order workflows involving customer-specific quotations, project BOMs, engineering revisions, material planning, assembly, testing, installation and project costing.

Yes. The system can manage finished products, assemblies, sub-assemblies and individual components through multi-level BOMs. It can also support revisions, alternates, project-specific quantities and approval workflows.

Yes. Serial numbers can be recorded for purchased components, finished equipment and installed machines. Serial tracking can be linked with customers, projects, warranty periods, replacements and service history.

Yes. The workflow can be configured for panel BOMs, component procurement, enclosure fabrication, wiring, assembly, PLC or HMI component tracking, inspection, testing, dispatch and installation.

Yes. Project costing can include material, labour, subcontracting, freight, travel, installation and other approved expenses. Businesses can compare estimated costs with actual project costs and billing.

Integration may be possible through APIs, middleware, OPC-based platforms, IoT gateways or other supported interfaces. The exact integration depends on the machine system, available documentation, network architecture, required data and security policy.

Tally integration can be developed when required. The integration scope may include approved sales, purchase, receipt, payment or ledger-related transactions based on the company's accounting process.

Yes. ERPLax can provide cloud-based deployment for authorized access across offices, warehouses, factories and project sites. Cloud deployment can also be considered depending on the requirement.

Yes. ERPLax supports modular implementation. A business can begin with CRM, quotation, purchase, inventory and billing, and later add production, quality, project costing, service or integrations.

Yes. The system can be configured according to the size, workflows, users and reporting needs of small, medium and growing automation businesses.

Build an ERP Around Your Industrial Automation Workflow

Connect project enquiries, engineering, BOMs, procurement, inventory, production, testing, billing, commissioning and service through one configurable ERP platform. Discuss your existing process with ERPLax and identify the modules, reports and integrations required for your business.

+91 97399 66977 info@erplax.in

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