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Case study · Made-to-order manufacturing CRM + ERP

When every order is a new product — an AI quotation engine for a custom box maker

How Yukti AI built The Box Factory an 18-module AI-first manufacturing CRM and ERP, built around the reality that every enquiry is a bespoke box — with a flagship AI quotation engine that turns a free-text requirement into a real bill of materials, cost breakdown and quantity-tier pricing.

The Box Factory manufactures decorative and corporate-gift boxes in MDF and rigid board — every job a different size, finish, print and quantity. Quoting meant costing each one by hand. Yukti AI built a single platform where the AI quotation engine produces a real BOM and cost analysis from a plain-language brief (with a margin slider, tier pricing, version history and an approval workflow), and the other 17 modules carry that job through CRM, artwork approval, sample sign-off, production planning, inventory, dispatch, accounting and reports.

Executive summary

Quick facts

ClientThe Box Factory
IndustryManufacturing — decorative and corporate-gift boxes (MDF, rigid board)
Business typeMade-to-order manufacturer — every job a bespoke product
Core challengeEvery enquiry costed by hand; jobs tracked in the head through design, artwork, sample, production and dispatch
SolutionAn 18-module AI-first manufacturing CRM + ERP in one platform
Flagship moduleAI Quotation & Estimation Engine — free-text requirement → real BOM + cost + tier pricing
Other modulesAI Dashboard, CRM, Unified Inbox, AI Box Builder, Product Templates, Order Management, Production Planning, Inventory, Purchase Management, Dispatch, Sample Management, Artwork Management, Accounting, Documents, HR, Reports, Settings / Company Profile
StackNext.js 16 (App Router, TypeScript), Tailwind CSS, Radix UI, Zustand, recharts; light & dark themes
StatusAll 18 modules built, browser-verified, production-build clean
ResultQuoting becomes structured estimation with a margin and tier table; every job tracked as a project from enquiry to payment
The business

A custom-box maker sells estimates, not products

The Box Factory makes premium packaging — rigid boxes with magnetic closures, decorative MDF boxes, corporate gift sets. There is no catalogue to sell from. A brand comes with a brief: this size, this board, this lamination, this foil, this insert, this quantity. Every one is a new product that has never been made before.

So the first real work on every enquiry is a costing: how much board, how much lamination, how much foil, how many printing passes, how much cutting and pasting labour, what wastage, what margin — and how all of that changes at 100 units versus 500 versus 2,000. Get it wrong high and you lose the job; wrong low and you lose money on it. And once a job is won, it runs a gauntlet — design, artwork approval, a physical sample, sign-off, production stages, dispatch — where a missed step means a reprint or an angry client.

Why this matters for the software

For a made-to-order manufacturer, the quotation is the product until the job is won. Software that treats quoting as picking from a price list is solving the wrong problem.

The challenge

What The Box Factory was doing by hand

  • "Every quote is costed from scratch on a calculator or a spreadsheet." Slow, and inconsistent between whoever prepares it.
  • "Tier pricing is guesswork." The price at 500 units versus 2,000 was estimated each time, not modelled.
  • "When a customer changes the brief, we re-cost the whole thing." No version history, no way to see what changed the price.
  • "Job status lives in people's heads." Where a job is between enquiry, artwork, sample and production is a question you ask around.
  • "Artwork and samples get skipped." Occasionally a job went to bulk before the artwork was actually approved.
  • "Quoted versus actual is never checked." Whether a finished job made the margin it was quoted at was rarely known.
Before → after

How quoting and tracking changed

Before

  • Each quote costed by hand, differently each time
  • Tier pricing estimated, not modelled
  • Brief changes mean re-costing from zero
  • Job status known by asking around
  • Artwork / sample sign-off sometimes skipped
  • Quoted-vs-actual margin rarely checked

After

  • Free-text brief → real BOM + cost breakdown in the AI engine
  • Quantity-tier pricing table generated with the quote
  • Version history — re-run the estimate on the edited brief
  • Every job a project on a production plan
  • Artwork & sample modules gate bulk production
  • Reports compare quoted value to actual
The decision

Why not a standard ERP or a printing-industry package?

Standard ERP assumes you sell from a catalogue. Printing-industry packages assume offset print runs and standard job types. A premium custom-box maker is neither — it is a design-and-estimate business where the quote has to be built from raw materials every time and the job runs through an artwork-and-sample gate before bulk. The comparison that made the case for a custom build:

What a custom-box maker needsStandard ERP / print packageThe system we built
Cost a bespoke job from a free-text briefPick from a price listAI quotation engine — real BOM & cost
Quantity-tier pricing on every quoteManualGenerated with the quote
Version history when the brief changesNew quote from scratchRe-run the estimate, see the delta
Artwork approval gate before bulkNot modelledArtwork module blocks bulk
Physical sample sign-off gateNot modelledSample module blocks bulk
Quoted value vs actual per jobRarelyA dedicated report tab
Automation workflows

What runs without anyone doing the math

Free-text brief → priced quote

Requirement typed or pasted
AI builds the bill of materials
Cost breakdown + margin slider
Quantity-tier price table
One-click PDF

Quote approved → job on the floor

Quote marked approved
Converted to an order
Production stages scheduled
Material checked against the BOM

Brief change → transparent re-price

Customer edits the requirement
Estimate re-runs
New version saved
Price delta visible against the last version
Solution architecture

One job, enquiry to payment

CRM + Unified Inbox
Enquiry captured from any channel, linked to the customer
AI Quotation Engine
Free-text brief → BOM, cost breakdown, margin slider, tier pricing, PDF
Artwork & Sample
Design versions & approval; sample request, dispatch, feedback — both gate bulk
Order & Production Planning
Approved quote → order → scheduled production stages
Inventory, Purchase, Dispatch
Material against the BOM, purchase where short, dispatch on completion
Accounting & Reports
Payment tracking, and quoted value versus actual per job
What we built

The 18 modules

1. AI Quotation & Estimation Engine — the flagship

Type or paste the requirement in plain language — "200 rigid boxes, magnetic closure, 12×9×4 in, matte lamination, gold foil logo, foam insert". The engine produces a real bill of materials and cost analysis: board, lamination, foil, printing, cutting, pasting, labour and wastage, not a stub. On top of that: a margin slider, a quantity-tier pricing table, version history that re-runs the analysis when you edit the brief, an approval workflow (draft → sent → approved / rejected → converted), and one-click PDF. Benefit: a consistent, defensible quote in minutes, and a clear record of how a changed brief changed the price.

2. AI Box Builder

A guided way to specify a box — type, dimensions, closure, finish, print, insert — that feeds the quotation engine with a clean structured brief. Benefit: even a quick enquiry becomes a properly specified job.

3. AI Dashboard

The state of the business on one screen — open enquiries, quotes out, jobs in production, dispatch due, payments pending — with the numbers that matter surfaced. Benefit: the morning check is one screen.

4–6. CRM, Unified Inbox, Product Templates

Customer records and history; one inbox for enquiries across channels; and reusable templates for the box types the factory makes most often, so a repeat job starts from a known spec. Benefit: the front of the funnel is organised and repeat business is fast.

7. Order Management

An approved quote becomes an order with all its spec, quantity, price and delivery date, linked back to the quote it came from. Benefit: the order and the quote never disagree.

8. Production Planning

Each order scheduled through its production stages — cutting, printing, lamination, foiling, pasting, assembly, QC — with a calendar view of the floor. Benefit: capacity and bottlenecks are visible before they bite.

9–11. Inventory, Purchase Management, Dispatch

Material stock checked against the job's BOM; purchase raised where the plant is short; dispatch on completion. Benefit: a job does not stall halfway because a board size ran out.

12. Sample Management

Sample requests tracked from creation to dispatch to customer feedback — and a job cannot move to bulk production until the sample is signed off. Benefit: no bulk run on an unapproved sample.

13. Artwork Management

Every design version and its approval status against a job. Benefit: the plant prints the approved artwork, and there is a record of who approved it.

14–17. Accounting, Documents, HR, Reports

Payment tracking and basic accounting; a document vault per job (POs, approvals, dispatch docs); HR; and a reports section with eight tabs of charts — including quoted value versus actual per job for real margin visibility. Benefit: the business closes the loop on whether jobs made money.

18. Settings & Company Profile

Configuration, master data, users and the company profile that appears on quotes and documents.

The AI layer

What "AI-first" means here

The Box Factory system is AI-first in a specific, concrete way — the AI is doing the hardest recurring task in the business, not answering FAQs.

  • Estimation — the quotation engine reads an unstructured brief and returns a structured bill of materials and cost. This is the AI's main job, and it does real math, not a template fill.
  • Specification — the box builder turns a rough enquiry into a clean spec the engine can cost.
  • Dashboard intelligence — the AI dashboard surfaces what needs attention across quotes, production and payments.

The same data supports a next phase: quote-win analysis (which brief types, sizes and price points convert), reorder prediction against BOM consumption, and plain-language questions about the pipeline and the floor.

Implementation process

How it was built

STEP 1

Scaffold & design system

The app shell, an 18-module navigation, a design system with light and dark themes, and hand-built Radix UI components.

STEP 2

Model the data

Customers, quotes, orders, jobs, BOM lines, materials, artwork versions, samples — the schema for a made-to-order manufacturer.

STEP 3

Build the quotation engine first

The flagship module — real BOM and cost analysis from a brief, margin slider, tier table, version history, approval workflow, PDF — built and verified end to end.

STEP 4

Build out the other 17 modules

Each wired to the store, browser-verified with zero console errors, with a clean production build re-checked after every module.

STEP 5

Two visual QA passes

Post-build audits caught and fixed real bugs — a font fallback, tinted glass surfaces, table number alignment — verified via computed styles, not eyeballing.

Results

What changed

Factual — no invented numbers.

Brief → BOM
A free-text requirement becomes a real bill of materials and cost breakdown in minutes
Tier pricing
A quantity-tier price table generated with every quote, not estimated by hand
Version history
A brief change re-runs the estimate, with a record of how the price moved
18 modules
Enquiry, quote, artwork, sample, production, inventory, dispatch, accounts and reports in one platform
Quoted vs actual
Reports close the loop on whether a finished job made its quoted margin
Under the hood

Technology

  • Next.js 16 (App Router, TypeScript) — the application, with an auth-gated route group for the CRM.
  • Tailwind CSS + hand-built Radix UI — a consistent component set with light and dark themes, both verified.
  • Zustand — the state store, persisted client-side; the architecture is designed to move to a hosted database as the next step.
  • recharts — the eight-tab reports section.

The build is production-clean — type-checked repeatedly through development and browser-verified with zero console errors across every module.

For other made-to-order manufacturers

If you quote every job from scratch, this is buildable for you

An AI quotation engine plus project-style job tracking fits any made-to-order manufacturer:

  • Packaging, printing, labels and signage
  • Furniture, joinery and modular interiors
  • Fabrication — metal, aluminium, glass (see the ZUNOWA case study)
  • Garment and textile job work
  • Any workshop where the estimate is the hard part of the sale

Start with a free workflow audit. See Manufacturing ERP Software, Custom ERP Software or AI Business Management System.

FAQ

Questions made-to-order manufacturers ask

It is a tool that takes a free-text description of what a customer wants — "200 rigid magnetic-closure boxes, 12x9x4 inches, matte lamination, gold foil logo" — and produces a real bill of materials and cost analysis: board, lamination, foil, printing, cutting, pasting, labour and margin, with quantity-tier pricing. For The Box Factory, Yukti AI built this as the flagship module of an 18-module manufacturing CRM and ERP, with version history, an approval workflow and one-click PDF.
Every enquiry is a bespoke product — a different size, board, finish, print, insert and quantity. Generic ERP has a product catalogue and expects you to sell from it; a custom-box maker has to cost each job from scratch, then track it through design, artwork approval, production stages, dispatch and payment. Yukti AI built the system around that reality: quoting is estimation, not lookup, and every job is a project.
Eighteen, in one platform: an AI dashboard, CRM, a unified inbox, the AI quotation engine, an AI box builder, product templates, order management, production planning, inventory, purchase management, dispatch, sample management, artwork management, accounting, a document vault, HR, reports, and settings including a company profile.
Custom boxes go through an artwork approval cycle and often a physical sample before bulk production. Artwork management tracks each design version and its approval status; sample management tracks sample requests, dispatch and customer feedback — so a job does not go to bulk production before the artwork and the sample are signed off.
Yes. It is not a stub — it performs a real bill-of-materials and cost analysis from the requirement, with a margin slider, a quantity-tier pricing table, version history that re-runs the analysis on edited requirements, and an approval workflow from draft to sent to approved or rejected to converted to an order.
Next.js with the App Router and TypeScript, Tailwind CSS, hand-built Radix UI components, a Zustand state store, recharts for reporting, and light and dark themes. The architecture is designed to move from the current client-side data store to a hosted database as the next step.
Yes. An AI quotation engine plus project-style job tracking fits any made-to-order manufacturer — packaging, printing, signage, furniture, fabrication, garments. Yukti AI builds these as custom manufacturing CRM and ERP systems across Surat, Gujarat and India, starting with a free workflow audit.
Case study at a glance

Summary

Knowledge summary

Yukti AI built an 18-module AI-first manufacturing CRM and ERP for The Box Factory, a made-to-order manufacturer of decorative and corporate-gift boxes in MDF and rigid board. The flagship module is an AI Quotation & Estimation Engine that takes a plain-language requirement and produces a real bill of materials and cost analysis — board, lamination, foil, printing, cutting, pasting, labour and wastage — with a margin slider, a quantity-tier pricing table, version history that re-runs the estimate on edited briefs, an approval workflow and one-click PDF. The other 17 modules carry a job from enquiry to payment: AI dashboard, CRM, unified inbox, AI box builder, product templates, order management, production planning, inventory, purchase, dispatch, sample management, artwork management, accounting, documents, HR, and an eight-tab reports section including quoted-value-versus-actual per job. Built on Next.js 16, Tailwind, Radix UI, Zustand and recharts, with all 18 modules browser-verified and a production-clean build. Yukti AI builds comparable systems for any made-to-order manufacturer where the estimate is the hard part of the sale.

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