The document outlines procedures for managing the workflow from quote to purchase order (PO) and from PO to traveler in a manufacturing setting, detailing steps such as document control, inventory management, and inspection processes. It includes protocols for handling customer communications, parts procurement, and final inspection before shipping products. Additionally, it emphasizes the importance of revision control and documentation throughout the various stages of the manufacturing and shipping process.

1. By Location By Job Function By Processes

2. WO Traveller to Floor Traveller Close Out
Quote to PO Process PO to Traveller Floor to Final Inspection
Kitting Traveller to Floor Shipping to Invoice-Stock

3. CTR, Inc.
“Quote to PO” Procedure
Doc Control produces:
Start creating and 1.Part Labels Double Check:
Part List received at Revision Place labels and kit-
Doc Control No breaking down Part 2. Manufactured Kit-List kit-lists verified by Problems? No Inform PM
Document Control Change? lists into the M Drive
CCed on List 3. Purchased Kit-List other Doc Control
email
Document Control
Yes
Yes
M Drive
Begin Revision Change Talk to previous
Internal or
Procedure personnel that held
Internal external?
documentation
Part List Kit Lists Tab & Labels Tab
Doc Control
CCed on
External
email
Contact Customer
for clarification
M Drive
Senior Program Manager (Pricing)
M Drive M Drive
Inform Assistant
Review Kit Lists and
PM informed Problems? No Quoter about
Tabs
Info Received by Give Part List to Verified Kit Lists Final Quote
Review Part List Problems? No Review part prices to Final Quote Price
email Document Control PM reviews Enter prices into Price
ensure profit margin. reviewed and then
Yes formulated Kit-List formulated Kit-List produced by
5 Methods emailed to Customer
formulas
Yes? Talk to previous
Internal or
personnel that held
external?
documentation Internal
PM begins
Contact Customer External renegotiation w/
for clarification customer
Contact Customer Quote Tab
for clarification
Assistant Quoter Apply pricing
enters M drive and Review Kit Lists and formulas to Kit-List Info PM of formula
M Drive Problems?
opens verified Kit Tabs w/ Quote Sheet inputting Kit-List
Lists
Assistant Quoter
Yes
Part List
Talk to previous
Internal or
personnel that held
external?
documentation Internal
Quote Tab
External
Contact Customer
for clarification
Stakeholders (Customer)
“Quote to PO” Procedure
Customer received Quote PO to Traveller
Contact PM for Yes
Buyer
Quote Accepted? Process Begins
Quote to PO Process Ask for Quote by Customer gives Customer renegotiation
Begins email w/ Part List clarification contacted.
No
Document Control
ADCN: Advanced Document Change Notice
Email part list with Customer gives Customer
Quote to PO Process DCN: Document Change Notice Customer gives Customer
either an ADCN or clarification contacted.
Begins
DCN clarification contacted.
Or Or
Engineering
Customer gives Customer
clarification contacted.

4. CTR, Inc.
“PO to Traveller/s” Procedure
AKA Direct Shipping
VP CCed on
email Begin Risk
Give PO and VP receives PO & Pass Risk Risk Assessment Is this a “Pull to “Direct Shipping” Procedures
Begin Review Print PO and Assessment Yes Yes Take to the Floor
Receive supporting Acknowledgment Assessment? Signed Stock” PO? (Pull from Stock)
Process. supporting Process
Customer’s PO documents to Doc
(PO Revision check) documents
Control
No
Delivery Date Criteria
VP
No
Give PO, Risk Assessment,
and Acknowledgment to
Supporting Document: Doc Control
Inform customer of
Email of Quote Agreement situation
No Receive PO, Risk Use copy to create Traveller
Review documents and
Assessment, and Make 1 Copy Original or copy? Copy WO Traveller and Creation Traveller to Floor
apply corrections
Doc Control Doc Control Acknowledgment from VP print drawings Process Begins
Begin Give PO &
CCed on receives Is the package Validate VP Revision Does the Revision
Yes No Acknowledgement Acknowledgment to
email PO and supporting complete? Change Decision Change?
Document Control
Process VP
documents. Original
Reason for Check: M Drive
 Verify signature
Yes
 Verify Stamp of Approval Original placed File
 Verify delivery dates Cabinet.
(Open Cabinet)
Begin Revision
Correction
Process
Client PO
M Drive
Stakeholders (Customer)
“PO to Traveller/s” Procedure
Reply
Replied to Quote Client makes Client Receives
PO Created Send PO to CTR
(if any) changes Information
Buyer
PO to Traveller
Process Begins

5. CTR, Inc.
WO Traveller to Floor
Kits Give WO Traveller to Kitting Traveller to
Document Control
(Kitting) PM Floor
What type of
Traveller to Floor
Travellers?
Stock: Build to Forecast
Give WO Traveller to Kitting Traveller to
&
Planning Floor
Details & Assemblies
Reason for Check:
 Multi-Order Consolidation
 Rev Change Likelihood
 Resource Management
 Time to Delivery
 “Floor Flooding”
Estimate Routings
1. General Costs
Planning receives Review all WO 2. Check Routings Machining or
Criteria Check? Pass
WO Traveller Travellers 3. Verify BOM Sheet Metal? Sheet Metal
4. Verify Material
5. Apply Back Date
Planning
Fail
Machining
WO Traveller/s Internal or
Internal
place “On Hold” External?
External
Return to Document
Control
Machine – VP of Manufacturing
Machine Supervisor
Review WO Inprocess Inspection Floor to Machine
Receives WO Issues? No
Traveller/s Complete Processes
Traveller/s
Yes
Planning Approval
Return to Planning
Sheet Metal- VP of Fabrication
Sheet Supervisor
Review WO Inprocess Inspection Floor to Metal Sheet
Receives WO Issues? No
Traveller/s Complete Processes
Traveller/s
Yes
Planning Approval
Return to Planning

6. CTR, Inc.
Kitting To Floor
Build to Stock Process
Consolidates Travellers
in multiples of 10.
M Drive M Drive
Document Control
Kitting Traveller to
Floor Update Inventory items, WO Creation Processes
Doc Control receives Review Modified-
detail drawings, and for Details and Traveller to Floor
Printed BOM Printed BOM
assemblies drawings Assemblies
PM’s Personal Inventory Checklist
Modified-Printed BOM
PO for Outside Manufactured Parts
Quantity X # of Kits Give BOM to Research special items
on Print BOM list Document Control and vendor sources
Senior Program Manager (Pricing)
Yes
Printed BOM Yes
No CTR PO
Scrub and Reconcile Use notes and Begin Purchasing of
PM receives WO Same kit repeat in 90 Consolidated Check Bill of Consolidated Special/new Give PO to VP for
Yes Print BOM list No O/H Inventory? Sure BOM to build Multi-Action review for outside No Outside Manufacturing CTR PO created
Traveller days? Kit Travellers Materials (BOM) Kits? Purchase Parts? Signature
(Build vs OH Inventory) manufacture parts Parts
No Sure
Build to Stock Process Give Traveller to
Inventory Check
Printed BOM Procurment
Panasonic Open PO List Regardless of type (Electronic,
manufacturing, etc)
Build to Stock
Process
Signatures can also be performed by the
Quality Manager
VP or QC Manager
VP
receives PO for VP/QC signs PO Receiving Process
Signature
CTR PO
PO for Electronic and Electric Parts
Job is need before the Give PO to VP
2 weeks.
Purchase Hardware
Criteria CTR PO
Update E2 based Begin Purchasing of
Procurment receives Check Panasonic Perform an Urgency File Purchasing
Urgent? Multi-Action on Inventory Inventory O/H? No Electronic and electric PO created Multi-Action
Traveller Open PO LIst Check Hardware List
Procurement
Results Parts
No Yes
Consolidated Create Purchase Hand Purchase Procurement is
Travellers for the Hardware List to Hardware List to notified and handed
Panasonic Open PO List Month Consolidate Needs Shipping Supervisor the PHL. Pull Inventory from E2 Urgent? No Wait 2 Weeks
Purchase Hardware List
Yes
Release Kitting
Travellers to the
Purchase Hardware List Shipping
Shipping Supervisor Shipping Supervisor Inventory
receives Hardware assigns list to Checking
List shipping personnel Process
Shipping to Invoice/
Stock
Shipping
Purchase Hardware List
Shipping Supervisor Shipping Supervisor
receives ‘Urgent’ assigns Urgent
Request and request to shipping
Traveller personnel

7. CTR, Inc.
Floor to Final Inspection
Detail or Supervisor gives
Floor to Metal Sheet
Assembly Detail Traveller to Material Traveller Shortage
Processes Multi-Action
Traveller? Handler Process
Supervisor
Supervisor is Material Procurement Supervisor is Supervisor receives Traveller Shortage
Assembly notified Process Troubleshooting Process Supervisor is
notified Troubleshooting Process Shortage Traveller Process
notified
Supervisor gives Supervisor/Expidter/PM Has Shortage
Traveller to receives information of Hold Traveller Traveller or Extra
Assembly Personnel shortage Pieces arrived?
Yes
No
Material handler Is the material
No Report to Supervisor
receives Traveller OH?
Yes
Material Handler
Scrap Process
Is the material Traveller Shortage
Yes Multi-Action Process
OH running low?
Review Traveller to Gives material and
No Clock into E2 Pick Material Clock out of E2 determine next traveller to next X
routing operation Work Center
Due to Scrap or Misplacement
Control 1: Master Routing Changes
Scrap Process Scrap Process
Yes Yes
Outside No
Shear OPS Press Brake
Processing OPS Touch Up OPS Sub Out OPS Back Date OPS
OPS
Gives parts/
Floor Inspector Last routing
Is the Operation missing First Run Setup Inform Floor material and
No Setup required? Yes Clock into E2 Setup OPS Performs Inspection Pass? Yes Clock out of E2 Part Shortage? Begin Operations Clock into E2 Perform Operation Clock out of E2 Part Shortage? No operation in No X
in Traveller? Begins Inspection traveller to next
Floor Personnel Inspection Traveller?
Select an Next Work Center
X Receive Traveller
Operation Final
and Matertial/Parts Counter Sink
Punch OPS Inspection Milling OPS Joggle OPS Stock OPS
OPS OPS
Yes No
Floor Personnel
Inprocessing Give Traveller to Final Piece or Shipping to Invoice/
Deburr OPS Lathe OPS Part Mark OPS Laser OPS Multi-Action Assembly Final Piece Multi-Action
Inspection OPS Planning for assembly? Stock
Inspection
Material/Parts
Traveller Close Out Parts
Return to Floor Master
Detail Detail or Planning receives
Personnel Routing Review Traveller
Assembly? Traveller
Updating
Planning
Return to Assembly
Assembly
Personnel
Give Traveller to Material/Parts
Select an Next
Y Planning
Material/Parts Operation
Kitting OPS Back Date OPS
Scrap Process
Yes Yes
Traveller Close Out
Assembly Personnel
Assembly Personnel Check Stock for Begin Pre-Assembly Ready for Final Last routing
Yes Select an Operation Joggle OPS Is the Operation missing
receives Traveller Details Process Assembly? Inspection OPS No Begin Operations Clock into E2 Perform Operation Clock out of E2 Part Shortage? No operation in No Y
in Traveller?
Traveller?
INV Shelves No
Multi-Action
Part Mark OPS
Shipping to Invoice/
Stock
Assembly

8. CTR, Inc.
Traveller Close Out
Floor Operator
Give traveller to
Traveller Close Out Procurement or
Document Control
Control 2: Master Routing Changes
Control _: Certificate Review
Procurement /or/ Document Control
Control _: Paperwork Correction
Separate Traveller
Does Planning Quantity
Receives Finished Review Process Certification E2 Updating E2 Close Out and all
need to be No Yes Produced Yes Extra Stock Yes
Traveller Begins Completed? Process Process documentation to
notified? Correct?
Close Cabinet
No No
No
Yes
Inform Planning and Speak with QA/QC Speak with
give traveller Manager Supervisor
Close out
Cabinet
Department Supervisor
Shear, Machining, and/or Kitting
Yes
Review Traveller Return to
Supervisor is Back-Tracking
comments and Quick Fix? No Procurement and
notified Audit
notes Document Control
Material Certs or Hardware Certs
Return to
QC/QA Manager Review Certification Certs Correction
Procurement and
receives Traveller Issues Process
Document Control
QC/QA
Vendor Interactions on Certs
Planning informed Master Return to
Routing
and traveller Review Traveller Yes Routing Procurement and
Changes?
received Updating Document Control
Planning
No
Return to
Procurement and
Document Control

9. CTR Inc
Shipping to Invoice
FEDEX
“Direct Shipping” Give PO and Invoice
Procedures Acknowledgement
(Pull from Stock) folder to Shipping VP receives VP notifies Shipping
Packing Slip
Transportation Supervisor and
creation VP receives folder Review folder and Give Accounting the VP sends invoice to
Setup info. hands packing slip Multi-Action Create Invoice
and documentation documentation Invoice Customer
VP
Packing Slip VP gives folder and
documentation to
Doc Control
Invoice
Place folder in its
Doc Control receives Review Revision Was it Search Cabinet for Is the folder Inform Shipping
Yes Yes proper
folder from Shipping Change Checklist completed? Folder there? Supervisor
alphanumeric order Doc Control receives Place folder in
End
folder from Shipping “Close’ cabinet
No
Copy of
Create Duplicate Folder
Invoice
Document Control
No Place it in cabinet
(labeled as duplicate)
Rev Change
Checklist Copy of
Copy of Packing Slip Invoice
Create folder for
new revision Cabinet in Doc Control Area
M Drive and place it in Cabinet in Shipping Area Packing Slip
cabinet
Part List
Inform Shipping
Supervisor
Cabinet in Shipping Area
Supervisor gives
folder to Doc
Control Part List
Shortage List:Last Minute Items
Kit Lists Tab
They (Panasonic) call it “WIP Shortage” FEDEX
& Labels Tab First Business Day Arrives
Yes No
Shipping
Assign folder/ Traceability Process: Place Left of Dock
First Check: Panasonic Setup Hand folder and
Shipping receives Supervisor reviews Issues that the traveller to Picker receives Revision Check Pick the Parts 1. Record WO# for Manuf parts Place parts in the Hand box and folder/traveller Supervisor reviews Size and Weight of Is it passed Wait until upcoming
No Revision Check Pass Find other personnel Issues? No Issues? No Inspection Transportation Air or Ground? Air Yes It is a Friday? Yes supporting
folder from VP. folder/traveller. supervisor cannot fix? personnel for folder/traveller Process & Assemblies 2. Record PO# for Purchase parts package box to supervisor for Review approved folders. Boxes are recorded 4:30pm? Business Day
Picking 3. Label Box/es
to review work Required? Pickup document to VP Stace and Sy
Air
Fail Yes Ground No
Yes Yes
Inform VP in order Shipping Supervisor
Is it passed Supervisor reviews Air, Ground, or Transportation Transportation Transportation Panasonic Create Shiplist of Give Panasonic and MGMT CCed
No to fill out FEDEX receives packing slip UPS Place Right of Dock Yes
Cheat Sheet Packages return 3:30pm?
information from VP
packing slip UPS Arrives Picks Ups Packages Departs Customer? Items shpped CTR MGMT Shiplist on email
from Source
Supervisor/Assistant
Rework or Kitt Hand over to Inspectors on
supervisor
Shortage Panasonic’s Source Receiving Shelves Yes
Picks Parts
Inspectors No Ground
Receiving
Rework Shelves Green Dot of Approval It is a Friday? No
Wait next day and
begin process
Place Center of Dock
Shiplist Excel Sheet
Rework Procedures
INV Shelves
Yes
Next Day Passes
INV Shelves
Procurement
Release Kitting
Shipping to Invoice/
Travellers to the
Stock
Shipping
Floor / Assembly
Floor/Assembly
Shipping to Invoice/
Personnel stock the
Personnel
Stock
parts and assemblies
INV Shelves
Parts / Assemblies
Accounting
Accounting recieves
A/R Process
the invoice
Stakeholders
Direct to Shipping
Tammy
Lisa B
Lisa H
Buyers
Panasonic
Procurement Team End
Receives Shiplist
Panasonic Source Inspectors
Panasonic’s Source
Does it pass Panasonic’s Source Return package and
Inspectors receive Yes
inspection? Inspectors approve folder to CTR
packages
No
Invoice
Inspectors inform
shipping supervisor
on deficiencies
Accounting
Customer receives
End
Invoice

10. CTR, Inc.
Phase
Reason for Changes:
 Dimensional Changes
 Hole Pattern Changes
 Material Call Out
Review the  Finishing Call Out Notify Quality Place all open orders associated
Revision Change Compare “From”  Specification of Material Change Control with the revision on “On Hold”
w/ Rev Change and “To” Review  Specification of Finish Change
Checklist Changes (They affect CTR)
(ADCN/DCN) Or
Rev Change All of the Above, but for Non-CTR details
(They don’t affect CTR)
Detail
Checklist
Criteria
Document Control
Begin Revision Change Kit or Detail
Procedure Change? Does it affect
Yes
CTR?
Kit
No
Update Revision
information and
? M Drive
drawings
Part List
Revision
Floor production
QC received Is production
associated with all Rework, Salvage,
notification of affected by the Yes Salvage ?
those parts are or Scrap.
Revision Change change?
stopped.
Quality Control
No
Begin Rework
Rework
Procedures
Revision Change
?
Procedure Ends
Notify PM
Scrap Begin Scrap
Procedures
Manager (Pricing)
Senior Program
Build revision cost
PM notified.
estimate