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B2B Client & Order Software for Manufacturers

An ERP runs the floor — but the buyer relationship still lives in spreadsheets and email: the RFQ, the custom quote, the net-terms invoice, the reorder. Tabsy gives manufacturers and distributors one place to manage B2B accounts from quote to payment.

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Built for B2B sellers

From RFQ to Reorder, in One Place

B2B Account Management

Keep every buyer, contact, and order in one CRM. See an account's full quote and order history — and its outstanding balance — the moment they call.

Quotes & RFQ Response

Build detailed line-item quotes in response to an RFQ, send them for online approval, and convert the accepted quote into an order and invoice in one click.

Order & Production Tracking

Track each order from purchase order through production and fulfillment on visual boards, assign tasks to your team, and keep buyers updated on milestones.

Net-Terms Invoicing & ACH

Invoice on net terms, automate recurring invoices for standing orders, and let buyers pay by ACH or card online — with reminders on every outstanding balance.

Why manufacturers choose Tabsy

The Buyer Relationship Your ERP Ignores

Tabsy handles the front-office side of B2B — quoting, client management, and getting paid — without the cost and complexity of enterprise software.

  • One account record for every quote, order, and invoice
  • Flat pricing from $39/month (Express) or $70/month for 2 users (LPM)
  • Net-terms invoicing with online ACH and card payments
  • Every feature included — no enterprise tier required to unlock quoting
A real RFQ-to-payment workflow

How a Custom Order Runs From RFQ to Net-30

A buyer emails an RFQ for a custom production run. In most shops that quote gets built in a spreadsheet, emailed as a PDF, and then chased by phone. Here's the same order moving through Tabsy with one record from first request to final payment.

  • Open the account. Log the buyer and the RFQ against their B2B account, so every quote, order, and invoice for that customer sits in one history instead of scattered email threads.
  • Quote the RFQ. Build a detailed line-item quote — part numbers, quantities, tooling, freight — and send it for online approval. The buyer accepts without a printed PO crossing anyone's desk.
  • Convert to an order and track it. Turn the accepted quote into an order on a board that runs from PO through production to fulfillment, with tasks assigned to your team and milestones the buyer can be kept current on.
  • Stage the billing if it's a big run. On a long-lead order, take a deposit up front, a progress payment at a production milestone, and the balance on shipment — each a separate invoice on the same order — so you're not financing the whole job.
  • Invoice on net terms and collect. Bill on net-30, let the buyer pay by ACH or card online, and send automatic reminders on outstanding balances. For standing orders, set the invoice to recur so reorders bill themselves.
Where the buyer side breaks down

The Front-Office Gaps an ERP Doesn't Fill

RFQs lost in inboxes

Quotes built in spreadsheets and emailed as PDFs have no status and no history. Tie each RFQ and quote to the buyer's account so nothing goes cold for two weeks unnoticed.

Net terms that age silently

Net-30 invoices that nobody reminds slip to net-60 and beyond. Automatic reminders and an outstanding-balance view per account keep receivables from quietly funding your buyers.

Cash tied up in long-lead orders

Carrying material and labor cost for weeks before a single invoice goes out strains cash flow. Stage the billing — deposit, milestone, balance — so the order helps fund itself.

A concrete example

A Custom Metal Fabrication Shop

Imagine a fabrication shop that gets an RFQ for 400 custom brackets with a six-week lead time. The estimator builds a line-item quote — material, laser cutting, forming, finishing, and freight — against the buyer's existing account, where two prior orders are already on file. The buyer approves online. Tabsy converts it to an order on a board that tracks cutting, forming, and finishing as milestones. Because it's a sizeable run, billing is staged: a 25% deposit at order, a progress payment when forming completes, and the net-30 balance on shipment — three invoices on one order, all payable by ACH. When the buyer reorders the same brackets next quarter, the whole quote-to-payment history is right there on their account, and the new quote takes minutes instead of rebuilding a spreadsheet from scratch. The shop's ERP still runs the floor; Tabsy ran the customer.

Illustrative example. Tabsy does not publish customer counts, testimonials, or outcome statistics we can't substantiate.

Common Questions

Manufacturing Software FAQ

Yes. Build detailed, line-item quotes in response to an RFQ, send them for online approval, and convert the accepted quote into an order and invoice — with the full history kept on the buyer's account.
Yes. Invoice on net terms, set up recurring invoices for standing orders, and let buyers pay by ACH bank transfer or card online, with automatic reminders on outstanding balances.
Yes. Use project boards to track each order from purchase order through production and fulfillment, assign tasks to your team, and keep buyers updated on milestones.
No. Tabsy is front-office software for the buyer relationship — RFQs, quotes, order status, and net-terms invoicing — not an MRP or shop-floor control system. It doesn't manage bills of materials, machine scheduling, or inventory at the SKU level. Many manufacturers keep their ERP for production and use Tabsy for quoting, the customer record, and getting paid, because the buyer side often still lives in spreadsheets and email.
Yes. For a long-lead-time order, split billing into stages — a deposit at order, a progress payment at a production milestone, and the balance on shipment — instead of carrying the full cost until delivery. Each stage is its own invoice tied to the order, payable by ACH or card online.
Ready to manage every B2B account in one place?

From Quote to Payment, on One Platform

See how Tabsy runs the buyer relationship around your production. Book a demo or get started today.

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