Sales, purchasing, and accounting functions are now also managed using Priority

Before moving to Priority, Ionoptika relied on hundreds of Excel spreadsheets to track production, BOMs, and stock. This manual setup caused many issues including:

• Misconfigurations and rework due to poor BOM control 
• Delayed manufacturing and purchasing from inaccurate inventory data 
• Hours lost searching for parts across the facility
• Blocked growth as spreadsheet breakdowns halted operations

Ionoptika decided to partner with Medatech UK to deploy Priority ERP's cloud-based system, customizable via a web interface on desktop and mobile devices. The project unfolded in several stages:

1. Data migration and master-data cleansing

• All 500+ part records, BOMs, routings, and supplier details were imported from spreadsheets into Priority's centralized database
• Redundant and inconsistent entries were cleaned up, ensuring a single source of truth for every component and subassembly

2. Custom workflow configuration

• Tailored workflows were built for purchase-to-pay, production order creation, and stock adjustments mirroring Ionoptika's existing processes but executed entirely within Priority.
• Role-based screens were configured so procurement agents, shop-floor engineers, and account managers each see only the field and actions relevant to their tasks.

3. Integrated sales & CRM

• Priority's CRM module was activated to capture and track incoming sales prospects through to order fulfillment providing full visibility on quotation, order status, and customer communications. 

4. Real-time inventory & production control

• Parts issue and receipt transactions automatically update stock levels, enabling accurate material-availability checks before job release. 
• Production orders generated in ERP include complete BOM details, routing steps and labor allocations streamlining shop-floor execution. 

5. Rapid onboarding & mobile access

• Medatech UK provided hands-on training and documentation, bringing users up to speed in days, not weeks. 
• The Web UI works on any device, letting engineers and managers check part availability, update order statuses, or approve purchase requests from the factory floor or on the go. 

Because the system can be customized by Ionoptika's super-users, without external IT support, new processes and reports are added in minutes.

Since rolling out Priority ERP, Ionoptika has centralized parts and BOM management, eliminated all spreadsheet reliance, and integrated sales, purchasing, manufacturing, and accounting into one consistent workflow. Parts lookup time plummeted from hours to seconds, stock accuracy improved dramatically, and the company now captures and converts sales opportunities faster than ever.

• Every part and BOM revision is now auditable in Priority, preventing misconfigurations and rework. 
• Automatic stock updates avoid stockouts and reduce excess inventory, streamlining purchasing and production planning. 
• Purchase orders, manufacturing orders, and invoices flow through a single system, accelerating approvals and financial close. 
• The CRM module delivers clear visibility into sales opportunities, boosting prospect-to-order conversion rates.

With Priority ERP, Ionoptika has torn down data silos, accelerated operational processes, and built a scalable foundation for future growth, empowering its team to focus on innovation rather than spreadsheet maintenance.