Offers: from part to accepted order

An offer in Torwio is not a separate document someone later retypes into production. It is the first step of the job: accepted lines become a manufacturing order with material already reserved.

Before you issue an offer

A quoted line is a part, so the part has to exist first — together with its routing (operations, workstations, times) and its bill of materials. Price is calculated from those two. A part without a routing quotes at zero.

Files (STEP, DXF, PDF, NC programs) are uploaded on the part. The 3D model opens and measures in the browser — you do not need CAD to give a price.

Offer lines

On the offer you pick the customer and add lines: part, quantity, due date. For every line the system shows:

• the net unit price calculated from operation times, workstation rates, material and surcharges (cutting, rush, and so on),
• the discount, which is set per line, not on the whole document,
• the net value after discount, calculated separately for each line.

You may override the price by hand — the pencil icon next to the amount. A manual price survives a recalculation, so your correction does not disappear when the routing changes.

The Availability tab tells you straight away whether the material and tools for this offer are there. When something is missing it warns you and links directly to purchasing.

Lead time

The Estimate lead time button simulates the schedule with this offer inside it and writes the resulting date into the document. It is not a flat “two weeks” — it is a plan computed against the workstation load you have today.

PDF and sending it to the customer

The offer comes out as a PDF with lines, discount, lead time, customer address and your waste-register number (entered once in settings). The customer address is looked up by tax ID in the public register. If the customer pays in euro, the rate comes from the national bank.

The Send e-mail button opens your mail client with the customer address and a subject and body from a template. You attach the PDF yourself — Torwio has no outgoing mailbox of its own.

Accepting the offer

The customer can accept the whole offer or selected lines. On each line you enter their order number — it stays with the manufacturing order and on the documents.

Once accepted:

1. accepted lines become a manufacturing order,
2. material is reserved for that specific order,
3. missing material goes to purchasing,
4. if some pieces are already in finished-goods stock, the system takes them off the shelf and produces only the remainder.

Shortcuts

• Produce part (a button on the part card) — the customer showed up with a drawing and is not asking for a price. You give the customer and quantity; the offer is created and accepted in one step and the order goes straight into production. Prices stay editable.
• Make N more — add a top-up to a closed offer: its own manufacturing order and its own material reservation, without setting everything up again.
• Copy offer — the same part for a different customer, or the same offer next month, together with lines and discounts.

Every offer keeps its change history in the system.