CaliberERP — a day in every role

Each role, two lanes: the top lane is what the person does, in the order they do it. The lane beneath names the module where each step happens. Amber tag = the system stops and asks · dashed purple = in development.

Sales representative

Win the order — and make an honest promise

Process

Capture the opportunity

Every deal tracked from first contact

Quote the customer

Line by line, in their currency

Win it — convert to order

Quotation carries straight over

Confirm the promiseasks

Wanted · planned · confirmed dates

Watch the order book

Every open line, every date

Change? A new revision goes out

Automatically numbered

See it ship

Serial by serial, with proof

Review pipeline & on-time

Measured against the customer's ask
Module
CRM & Sales Pipeline
Quotations
Sales Orders
Sales Orders · Confirmation
Order Book · SO Lines
Sales Orders · Revisions
Shipments
Dashboards & BI

Planner

Turn demand into a plan the factory can actually meet

Process

Review demand & shortages

One netted answer, the same everywhere

Read the reorder suggestions

Each explains its trigger and numbers

Check load against capacity

Before promising anything

Release requisitions in bulk

Suggestions → requisitions, one action

Keep planned dates honest

Every change logged; the ask never edited

Test a scenario

Before committing the real plan

Track planning performance

Could the ask ever have been met?
Module
Planning · Shortages
Material Planning
Capacity Planning
Material Planning → Requisitions
PO / SO Lines
Planning Simulation
Planning Workbench · KPIs

Buyer

Buy the right things from the right suppliers — and hold them to their word

Process

Open the day's decisions

Already gathered on one screen

Pick up released req lines

The work grain: lines, not documents

Bundle lines → one RFQ / PO

Select many, create one

Issue the orderasks

Approval levels applied automatically

Chase the unconfirmed

Surfaced after N days, automatically

Register the confirmation

With the supplier's evidence attached

Deviation? A revision issues

The confirmation is the amendment

Review spend & suppliers

By category, by supplier, by risk
Module
Buyer's Workbench
Requisition Lines
Req Lines → RFQ / PO
Purchase Orders · Approvals
Workbench · Chase list
PO · Confirmation
PO · Revisions
Spend Analysis · Supplier 360

Warehouse & receiving operator

Know exactly what you have, and where — and let nothing slip in unrecorded

Process

See what's arriving today

Overdue · today · this week

Receive against the outstanding

Received lines step aside on their own

Record differences honestly

Variance allowed — and written down

Put away to bin

Batch, serial and bin recorded

Pick & kit for the line

Ready when production is

Count when askedasks

Beyond tolerance ⇒ manager sign-off

Watch the area board

The whole receiving picture, live
Module
Expected Deliveries
Goods Receipt
Goods Receipt
Stock · Movements
Picking Queue · Kitting
Cycle Counts · Sign-Off
Receiving 360 board

Quality inspector

Let nothing bad in — and record why, every time

Process

Open the queue

First in, first out — urgent first

Inspect to the item's plan

Criteria beside the work

Pass → release to stock

Result on the record

Fail → one problem, one NCR

Never aggregated away

Disposition with causeasks

Theirs or ours — stated every time

Raise the corrective action

Linked both directions

First articles when required

The gate before series production

Watch the trends

Charts that surface drift early
Module
Inspections
Inspection Plans
Inspections
Nonconformances
NCR Cockpit
CAPA
First Article Inspection
SPC · Quality 360 board

Production operator

Build it right — the system quietly proves you did

Process

Clock onto the job

Time lands on the order

Follow the steps

Pictures and tools, right where you work

Consume the kit

Genealogy records itself — batch and serial

Blocked? Raise an andon

The right person is notified instantly

Record output & scrap

Honest numbers, no side spreadsheets

Complete the order

Into finished goods — the passport closes
Module
Time Tracking
Build Instructions
Production Orders · Material
Andon
Production Orders
Production → Product Passport

Production supervisor

Read the floor at a glance — and answer for it with facts

Process

Read the floor board

Every work centre, one wall, live

Own the andon calls

Nothing closes without a written resolution

Re-sequence the schedule

Drag, and see the consequence

Approve the exceptionsasks

From your desk — or right at the bench

Watch OEE & first-pass yield

And exactly which orders they are

Review downtime & scrap

Fed automatically by the andon trail
Module
Supervisor Floor Board
Andon · Tasks
Gantt Schedule Board
Sign-Offs · Tasks
Health Cockpit · OEE
Downtime · Scrap & Yield

Dispatch & shipping

Deliver on the date that was promised — and prove it

Process

Open today's outbound

Ordered by the promised date

Pick & pack, serial by serial

The passport follows each unit out

Create the shipment & documents

Papers from the same record

Record proof of delivery

Closed with evidence

Watch on-time — both measures

Against the ask, and against the promise
Module
Dispatch Queue
Shipping
Shipments
Shipments · POD
Delivery KPIs

After-sales & service

Stand behind what was shipped — with the unit's whole life one search away

Process

Log the complaint

Customer issues become actions

Authorize the return

RMA raised, customer informed

Return runs through inspection

The same gate suppliers face

Decide the warranty claim

Approval rates visible to everyone

Run the repair

Received → repaired → returned, timed

Answer anything — by serial

Type it, see its whole life
Module
Complaints
Returns / RMA
Inspections
Warranty Claims
Repair Orders
Product Passport

System administrator

Set the rules of the house — and be able to prove the safety net works

Process

Create people & roles

Each person sees their own system

Set the rules

Tolerances, thresholds, sign-off authorities

Keep master data healthy

Blanks are filterable — gaps are findable

Prove the backup restores

Not "we have backups" — "we've restored one"

Apply updates when it suits

Backup first, in order, rollback if needed

Read the compliance log

Every gate decision, on the record
Module
User Management
Settings · Sign-Off Rules
Items · Master Data
Backup
Updates · Build History
Compliance Audit Log
ASKS the system stops for a decision — reasons recorded both ways Every role also has: a personal task queue · persistent notifications · role-matched first-run tour · a report-a-bug button on every screen · one search bar that finds anything