This article is not a case report of a real customer project. It uses a fictional made-to-order machine-parts manufacturer in Bursa to explain how CRM and ERP can work together. A revised drawing arrives while sales still has the previous quotation. The change may affect materials and processing; separate records can allow the wrong version to reach production.
Where does the customer’s change enter?
Sales attaches the new drawing to the existing opportunity as a separate revision rather than silently replacing the old file. Quantity and requested delivery date are linked to that version.
CRM does not make the manufacturing decision. The request is routed for technical review, with the reviewed document and any questions visible to sales.
Quotation acceptance is not production approval
If the review requires different materials or operations, the new quotation reflects them. Accepted price, quantity and scope are recorded separately, while the previous offer remains available to explain the history.
Production may need its own approval before work begins. Customer acceptance, capacity planning and manufacturing preparation should remain distinct steps with visible outstanding information.
ERP needs more than a copied attachment
The ERP order and work order should reference the accepted revision. Product identifiers, quantities and requirements are matched to the source record; emailing a drawing does not establish that relationship.
A failed transfer must not appear successful in CRM. Keep a pending state and an owner. Use the source reference to prevent a retry from creating a duplicate work order.
What if another change arrives during production?
A new request should not automatically rewrite an active work order. Review the production state, affected material and delivery implications, then obtain approval for the changed scope.
CRM records the answer given to the customer; ERP records the internal execution state. Referencing the related operation is more useful than duplicating every detail in both systems.
How can the scenario be checked?
In a pilot, trace the accepted quotation to the work order and the work order back to its revision. Include cancellation, retries and changes received after production starts.
No particular implementation period or success percentage is claimed here. A real project should be assessed against starting records and agreed acceptance conditions.
If your Bursa production workflow has a similar handover problem, anonymised quotations and work orders are a useful starting point. They help clarify which decisions, documents and records must move between CRM and ERP.
