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How Axis Works

See how inventory, build plans, work orders, and your shop floor connect in one system. No more spreadsheet juggling.

Takes 5 minutes to read. Or just start your free trial.

The problem you know

Four to six tools that don't talk to each other

Inventory in a spreadsheet. Build plans in a binder. Scheduling on a whiteboard. Status over email. Each one is a separate copy of the truth — and they drift apart by the hour.

Before

The disconnected stack

Inventory Build plans Schedule Email

Re-keyed by hand between systems. Every link is a person remembering to update the other tool — until they forget.

After

One connected hub

Axis Inventory Build plans Calendar Work orders

One database underneath. Change inventory and the BOM recalculates; release a build plan and the calendar fills in. Nothing is re-keyed.

Most shops run on 4–6 disconnected tools. Axis replaces them with one connected system — so the plan, the parts, and the paperwork finally agree.

Step by step

Your first production run in Axis

Eight steps from an empty stockroom to a tracked job on the floor. This is the real interface — here is exactly what happens at each stage, and what the system does for you automatically.

1 Add your inventory

Every part, with three numbers that matter

Create items with part numbers, descriptions, and categories, then set the quantity on hand. From the first item, Axis tracks the three states that actually drive decisions: Quantity on Hand (QOH), Allocated, and Available. Group items into folders — raw materials, fasteners, electronic components — and set a reorder point per part.

What's happening behind the scenes

Axis calculates Available = QOH − Allocated automatically. When you add these items to a BOM later, that number updates in real time — and reorder alerts fire on Available, not on hand.

app.axiscrm.org/inventory

Raw materials

42 items · live QOH, Allocated, and Available
+ Add item
Search part number, name… All 42 Below reorder 3
ItemQOHAllocAvailReorderState
AL-6061-SHEET
6061-T6 Aluminum Sheet · 0.125"
2008012050In stock
SS-304-BAR
304 Stainless Round Bar · 1" Ø
50203012In stock
TI-6AL4V-BAR
Ti-6Al-4V Titanium Bar · 0.75" Ø
85310Below reorder
RES-10K-0805
10kΩ Chip Resistor · 0805 1%
4,8006004,2001,000In stock
2 Create a bill of materials

Link the parts — and see what you can actually build

Link child components to a parent assembly. Specify the quantity per unit, the unit of measure, and a scrap factor for each line. Every line shows live stock status pulled straight from inventory: green when you have enough, amber or red when you are short. You know whether a job is buildable before you commit to it.

What's happening behind the scenes

The BOM checks your live inventory on every line. If a component is short, it flags it immediately — before you start production, not after the second operation stalls waiting on material.

app.axiscrm.org/boms/BOM-2026-0001
Engineering / BOMs / Actuator Bracket Assembly

Actuator Bracket Assembly

BOM Rev B · 4 lines · per 1 unit
Buildable
3
Lines in stock
1
Short
50
Build qty
ComponentQty neededQOHAvailStatus
AL-6061-SHEET
6061-T6 Aluminum Sheet
100200120In stock
SS-304-BAR
304 Stainless Round Bar
255030In stock
TI-6AL4V-BAR
Ti-6Al-4V Titanium Bar
883Short 5
M4-SHCS-10
M4×10 Socket Head Cap Screw
3001,2401,180In stock
3 Write a build plan

Define how to build it — operation by operation

Lay out the process step by step. Each operation has numbered steps with work instructions, required measurements and tolerances, safety warnings, and inspection checkpoints. Attach reference photos and set a time estimate per operation. The build plan moves through a controlled five-stage lifecycle, so the floor only ever sees the released revision.

What's happening behind the scenes

The build plan links to your BOM for material readiness. When you submit it for review, soft reservations are placed on inventory — so another planner can see those materials are already spoken for.

app.axiscrm.org/build-plans/BP-2026-0001
Engineering / Build plans / BP-2026-0001

Actuator Bracket Assembly

Revision B · Owner Engineering · Updated 2 hours ago
In review
Draft
2
In review
3
Approved
4
Released
5
Obsolete
10
Cut blanks from sheet stock
Waterjet · 4 steps · Est. 25 min
Drafted
20
Machine to print
5-axis CNC · 9 steps · ±0.002" · Est. 1h 45min
Drafted
30
Deburr & surface finish
Bench · 3 steps · Est. 20 min
Drafted
40
First article inspection
CMM · 6 steps · Est. 40 min
Drafted
4 Approve and release

Sign-off turns soft reservations into hard allocation

Submit the build plan for review and the designated approvers are notified. They review the operations, check the BOM, and either approve or request changes — every decision captured with who and when. Once approved, you release it, and inventory moves from soft reservation to hard allocation across the whole shop.

What's happening behind the scenes

On release, Available quantities decrease across your entire inventory and the calendar is updated with production dates. Everyone — planners, the floor, purchasing — sees the same truth.

app.axiscrm.org/build-plans/BP-2026-0001

Approval — Rev B

BP-2026-0001 · Actuator Bracket Assembly
Release
Draft
In review
3
Approved
4
Released
Approved by Quality lead
Operations & BOM reviewed · today, 9:42 AM
Approved
Ready to release
Releasing will hard-allocate 4 BOM lines
Pending
On release
Inventory: soft reservation → hard allocation
Work order: WO-2026-0036 created
Calendar: production dates posted
5 Create a work order

Release the job — with materials checked up front

Release a work order from the approved build plan and set the quantity to build. Axis checks material readiness against current stock: every component has to be available. If something is short, you see it before the job hits the floor — not when an operator reaches for a bin that's empty. Operators then follow the digital traveler instead of a paper packet.

What's happening behind the scenes

The work order inherits everything from the build plan — operations, steps, and materials. Quantity completed is tracked in real time, and consumption posts to inventory automatically as the job closes.

app.axiscrm.org/work-orders/WO-2026-0036
Work / WO-2026-0036

Actuator Bracket Assembly

From BP-2026-0001 · Rev B · Target Jun 12
In progress
Draft
Released
3
In progress
4
Complete
5
Closed
Quantity completed30 / 50 · 60%
Material readiness
ItemNeededAvailStatus
AL-6061-SHEET100120OK
SS-304-BAR2530OK
TI-6AL4V-BAR83Short 5
6 Track on the calendar

One calendar, color-coded, that fills itself in

See everything in one place: work order due dates, material arrival dates, build plan milestones, and task deadlines. Events are color-coded by type so the week reads at a glance. No more whiteboard scheduling that only one person knows how to read — and nothing to redraw when a date moves.

What's happening behind the scenes

When a due date slips or materials are late, the calendar updates automatically. No one maintains it by hand — the dates come from the work orders, POs, and tasks themselves.

app.axiscrm.org/calendar

June 2026

Week 24 · production, deliveries & tasks
Month
Work orders Deliveries Tasks Ship
Mon
Tue
Wed
Thu
Fri
8WO-0036 release
9FAI reviewPO-118 arrives
10Rev C approval
11WO-0038 target
12Ship 50 units
7 Manage projects

Wrap the whole job in a project workspace

Organize everything into projects with customizable sections. Add tasks, link build plans, track BOMs, and manage files — including STEP and STL CAD in the 3D viewer. Compose each project from the tabs you actually use: Tasks, Build Plans, Files, a Dashboard, a Calendar. Run automations and build forms for shop-floor data collection.

What's happening behind the scenes

Automations can notify the right person when a task completes, create follow-up tasks, or update statuses across modules — so the project moves itself forward instead of waiting on a reminder.

app.axiscrm.org/projects/actuator-bracket
Projects / Actuator Bracket Program

Actuator Bracket Program

Customer job · 6 open tasks · 2 build plans
+ Section
Tasks Build Plans BOMs Files Dashboard
To do 3
Order Ti-6Al-4V bar stock
PurchasingWed
Review CNC fixture drawings
EngineeringToday
In progress 2
Machine first article
FloorJun 11
Done 1
Release WO-2026-0036
PlanningJun 8
8 Built-in sheets & docs

Inspection reports and cost rollups, with live data

Create inspection reports, cost rollups, SOPs, and work instructions right inside Axis, with an Office-style ribbon. Manufacturing-specific formulas pull live inventory and production data straight into your cells. No more emailing Excel files around and wondering which copy is current.

What's happening behind the scenes

Type a part number into a formula and get the live stock quantity. =INVQOH("AL-6061-SHEET") returns your actual on-hand count — the sheet recalculates as inventory changes.

app.axiscrm.org/files/bom-cost-rollup
Home Insert Data Formulas B I U % Σ
C2 fx =INVQOH("AL-6061-SHEET")
A · PartB · Qty/unitC · On handD · Unit costE · Ext.
1AL-6061-SHEET2.0200$18.40$36.80
2SS-304-BAR0.550$22.10$11.05
3TI-6AL4V-BAR0.168$94.00$15.04
4M4-SHCS-106.01240$0.07$0.42
Cost per unit$63.31
The connected workflow

Change one thing — everything updates

These aren't six apps bolted together. They're six views of one database. Follow a part all the way through and you never re-enter it once.

Add inventory, and your BOMs recalculate availability. Release a build plan, and your calendar gets the dates. Complete a work order, and your inventory adjusts. One change, everywhere it matters.

What you get on day one

Everything, connected, the same afternoon

No 18-month implementation. Create an account, import items and BOMs, and start running real jobs.

Ready to see it for yourself?

Import your items, write a build plan, and release a work order — before the end of the day.

14-day free trial No credit card to start Set up in 15 minutes
“We replaced a shared spreadsheet, a binder of travelers, and a scheduling whiteboard with one screen. The first time Available actually matched the shelf, my buyers stopped double-ordering.”
Quality & Operations ManagerPrecision machining shop · 38 employees