Pumps & Valves
Pumps & Valves: production orders and BOM, stock and warehouse, quality and reporting.
Challenges
- Pressure and flow figures are missing from the product record, so the wrong model gets quoted.
- Pressure test reports are not tied to the batch, so customer document requests cannot be met.
- Material grade (cast iron, stainless) is not held as a variant, so stock gets mixed up.
- Order configuration is typed by hand, so the wrong connection type reaches production.
Workflows
From configuration to production
- The configuration is built by selecting pressure, flow, connection type and material grade.
- A matching bill of materials and production order are opened for that configuration.
- The finished item is taken into stock with its serial number and technical values.
From testing to dispatch
- The hydrostatic test pressure and the leak-tightness check are carried out.
- The result is recorded against the batch and the serial number.
- The test report is attached to the shipping document and the goods leave.
Documents
- Product configuration sheet
- Technical data sheet (pressure/flow)
- Hydrostatic test report
- Delivery note and serial number list
Reports
- Sales by configuration
- Test result breakdown
- Stock by material grade
- Serial number traceability
Metrics
- First-pass test success rate
- Order configuration error rate
- Unit production cost
- On-time delivery rate
Compliance
- CE marking and the Pressure Equipment Directive (PED)
- Hydrostatic test and inspection records
- Material certificates (EN 10204 3.1)
Glossary
- Configuration
- The order structure that turns selections into a bill of materials
- Pressure / flow rate
- Mandatory technical fields on the product record
- Hydrostatic test
- A quality record bound to the serial number
- Material grade
- A product variant such as cast body or stainless steel
FAQ
Can I store pressure and flow on the product record?
Yes — the technical fields are mandatory and the quotation picks the right model from those values.
Can I attach the test report to the product?
Yes — the hydrostatic test result is recorded on the serial number and documented at dispatch.
Can I manage material grades as variants?
Yes — cast and stainless are variants under the same product, and stock is kept apart.
Can I standardise the order configuration?
Yes — the selections drive the bill of materials, so a wrong connection type never reaches production.
Can I trace products by serial number?
Yes — every unit carries a serial number, and both its customer and its test are on record.
