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# How Do I Manage Production Orders From Quote to Delivery?
- URL: https://blog.jestor.com/manage-production-orders-quote-to-delivery/
- Published: 2026-10-13T21:19:24.000Z
- Updated: 2026-10-13T21:19:24.000Z
- Author: Bruno Bannach

To **manage production orders from quote to delivery**, connect every stage in one flow: the approved quote becomes a production order, the order moves through production stages, quality is checked, and the finished goods are packed and delivered with status visible to sales and production.

In **Jestor**, quotes, production orders and deliveries are linked, so nothing is retyped between departments.

## Why do production orders get lost between departments?

In small factories and workshops, sales closes a deal by email, production receives a printed sheet and shipping learns about the order on the day it is due.

Each handoff loses information, such as specifications, quantities or promised dates.

Customers call sales for updates, and sales has to walk to the shop floor to find out.

## What problems does a connected order flow solve?

- Orders retyped from quotes with errors
- Specifications lost between sales and production
- No visibility of order status for sales
- Promised dates missed without warning
- Shipping surprised by orders ready to go

## How do I manage production orders in Jestor?

1. **Create quotes** with product, quantity, specifications, price and promised date.
2. **Convert approved quotes** into production orders with an automation.
3. **Define production stages**: Planned, Cutting, Assembly, Finishing, Quality check, Ready.
4. **Let operators update stages** from a tablet or phone on the shop floor.
5. **Move ready orders** to shipping and notify the customer through **WhatsApp**.

| Stage          | Owner           | Exit criteria              |
| -------------- | --------------- | -------------------------- |
| Quote approved | Sales           | Customer approval recorded |
| In production  | Production lead | All stages completed       |
| Quality check  | Quality         | Checklist passed           |
| Ready to ship  | Shipping        | Packed and labeled         |
| Delivered      | Shipping        | Proof of delivery          |

## How does sales see order status without asking?

Sales sees the same production board, filtered by customer or salesperson.

When a customer asks for an update, the answer is on screen, with the current stage and expected completion.

## Why use Jestor for production orders?

- **Quote to order conversion**: the Sales Force with Quotes solution in the [Jestor templates](https://www.jestor.com/pt/templates/?ref=blog.jestor.com) covers the commercial side.
- **Shop floor updates**: stages moved from mobile devices.
- **Shared visibility**: sales and production see the same status.
- **ERP integration**: invoices and receivables handled in **Omie** or **Conta Azul**.

Promised dates become measurable as well. Comparing promised and actual delivery dates for every order shows whether production estimates are realistic and where the flow slows down.

This is how you manage production orders from quote to delivery in one connected process.

## Frequently Asked Questions

### Can approved quotes become production orders automatically?

Yes. An automation can create the order when the quote is approved.

### Can I try this free?

Yes. Jestor offers a free account and free setup help at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can operators update stages on a tablet?

Yes. Jestor works on tablets, phones and desktops.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.