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makeOS

Your factory's orders, reconciliation, collectionsin one place

Built for traditional manufacturers: sales handles inquiries, production tracks progress, accounting reconciles monthly statements, and owners review reports—without relying on Excel, LINE copy-paste, or verbal reconciliation. Customers order and track progress on a site under your company name; you manage the full workflow from one back office.

  • Dedicated order portal
  • Customer self-service tracking
  • Auto order creation from inbound email
  • LINE notifications
  • Monthly statement reconciliation
  • Print-ready quotes & delivery notes
  • Role-based team access
  • Consolidated multi-order shipping
  • Outsourced production tracking
  • Triplicate invoice print simulation

Owners, sales, accounting—each gets what they need

No IT expertise required. Focus on the benefits that matter to your role.

  • Owner

    Stay on top of cash flow and progress without micromanaging

    • One back office view of all pending quotes, in production, awaiting shipment, and shipped
    • Reconciliation filters across all payment flows; monthly views show period revenue and gross margin
    • Outsourced production and external procurement payables listed separately for easier month-end close
    • No need to hire someone just to relay LINE messages or reconcile Excel
  • Sales

    Quote faster, chase fewer orders, fewer customer calls

    • New inquiries land in "Pending Review" first—nothing slips through
    • One-click tracking links let customers confirm quotes on their own
    • Messages, images, and LINE replies consolidated on a single work order
  • Accounting

    Reconciliation with audit trail—no re-keying documents

    • Default view: "Shipped + monthly account"—aligned with collection cadence
    • Triplicate-invoice customers: simulate invoices and mark "Invoice issued"
    • Auto group by tax ID—same-company orders merged for reconciliation
    • Quotes, delivery notes, and statements—print directly from the browser

Eight capabilities from inquiry to reconciliation

From the customer's first inquiry to final monthly collection—no switching between multiple tools.

  • Dedicated order portal

    Customers see your company logo and URL—not a third-party marketplace. They can upload engineering files, enter specs, and leave email; files are stored securely so sales no longer chases attachments over email.

  • Sales management

    Kanban tabs: Pending Review, Awaiting Confirmation, In Production, Awaiting Shipment, Shipped. Order detail consolidates amount, specs, messages, payment and logistics. Consolidated shipping, unread alerts, batch export for logistics, and quick PDF stamp reply.

  • Customer tracking links

    No customer registration required. Send one link—they view progress, confirm quotes, choose payment and pickup methods; confirmation is timestamped to reduce disputes later.

  • Payments & shipping

    Credit card, ATM transfer, convenience-store COD (map-based store picker), monthly statement with passbook copy, and home delivery COD or prepaid. Back office one-click ezShip / SF Express label generation; SF sender profile maintained separately in payment settings.

  • LINE notifications

    Order status changes pushed to customers automatically; LINE replies sync to the work order. Back office can customize which statuses notify sales / production; FAQ auto-replies reduce repetitive "is it ready yet?" questions.

  • Reconciliation & documents

    Monthly-account customers query unpaid orders by tax ID; triplicate-invoice needs: print simulated invoices and record issue date. Accounting generates customer statements; payment flow "All" view shows period revenue. Quote, delivery, and statement documents—print-ready formal formats.

  • Outsourcing & procurement (Pro)

    Move WIP to partner factories in production; print travel documents and QR for return tracking. External procurement: RFQ comparison, PO placement, goods receipt; payables managed separately from customer reconciliation.

  • Inbound email order creation

    Customers forward inquiry emails to your factory inbox; the system parses attachments, creates pending-review work orders, and extracts PCB spec summaries. Sales no longer downloads attachments and re-keys line by line.

A day in the workflow

Three tracks—customer, factory internal, finance—for internal briefings or onboarding new staff.

Customer

Fewer questions—customers self-serve

Reduce repeated asks: "Quote ready?" "Payment received?" "Where's my shipment?"

  • Place inquiry / order

    • Email only to submit; complete details on the tracking page
    • PCB: upload Gerber and preview—fewer spec back-and-forths
    • Tax ID lookup pulls registered company name in real time
    • Monthly-account regulars: quick-fill forms; PO info easy to organize
    • Pro: Email OTP to view "My Orders" list
  • Track progress & confirm quote

    • Open link on mobile—no login required
    • After quote confirmation, amount and file version are locked in the system
    • Consolidated shipping: master order pays, sub-orders confirm one by one—with guided warnings
    • Choose convenience-store pickup, home delivery, or report wire transfer details
  • Self-service reconciliation

    • Monthly-account customers verify tax ID and company Email OTP to view unpaid orders
    • Print statements for internal payment approval workflows
    • Factory back office can copy reconciliation URL and send to customers in one click
    • Triplicate-invoice customers: mark "Invoice issued", filter not yet invoiced

Factory internal

Sales and production each do their part—same data source

From intake, quote, scheduling to shipment—clear status without digging through chat history.

  • Sales management

    • Default view: Pending Review—new orders won't get lost in all orders
    • In-production orders move to Awaiting Shipment for picking; order detail consolidates amount, specs, messages, payment and logistics
    • Triplicate-invoice needs flagged with simulated print; actions sorted by status
    • Manual orders; import from directory; forwarded inquiry emails auto-create pending-review work orders
    • Quick PDF stamp reply; consolidated shipping and batch dispatch
  • Team collaboration

    • Sales, production, accounting, owner—each sees appropriate scope
    • Settings can restrict edits to owners; colleagues operate within permissions
    • Standalone help pages—new hires find SOPs without entering settings
    • Customer directory import from Excel; accumulate transaction history

Finance

Accounting saves time; owners understand the numbers

Reconcile on "Shipped" basis; default focus on monthly account receivables—aligned with B2B practice.

  • Reconciliation reports

    • Same tax ID, same company grouped automatically
    • Filters: monthly account, unpaid, all (including collected)
    • Users with cost permission see period revenue and gross margin summary
    • Batch mark as collected—less per-line editing
  • Document printing

    • Quotes include amount in Chinese uppercase—ready for customers
    • Delivery notes and monthly statements—print from browser
    • No separate PDF software or template design needed
  • Inventory (Pro)

    • Manage material SKUs and in/out records
    • Procurement receipt links to stock-in
    • Shipment can trigger stock deduction—less manual estimation
    • Excel import for SKU master

Trust

Data security and auditable workflows

Each factory's data is isolated; important actions are logged for later review.

  • Your brand, your customers

    • Dedicated URL such as your-factory.makeos.ing
    • Logo and company name on customer-facing pages
    • Customer data never mixed with other factories
  • Reduce human error

    • When customers confirm quotes, system records amount and files at that moment
    • Duplicate payment posting blocked—avoids reconciliation chaos
    • Back-office login includes basic bot protection
  • Flexible plans

    • Starter from NT$990/month—good for trial runs
    • Pro includes reconciliation, inventory, multiple staff accounts
    • High volume or custom integration—contact us for Enterprise

Designed for the shop floor

Continuously refined from real factory feedback—smoother daily operations.

  • Sales

    Auto order from forwarded email

    Customer inquiry emails forwarded to inbox—attachments and spec summary land in pending review.

  • Sales

    Pending quotes front and center

    No hunting in "All Orders"—new inquiries queue first.

  • Production

    Multiple orders, one package

    Customers order separately; back office consolidates logistics, master label, batch ship; tracking page guides sub-order confirmation.

  • Production

    Outsourced production travel tracking

    Partners scan QR to report; in-production split: outsourced in transit, return in transit, inspection.

  • Accounting

    Triplicate invoice print simulation

    Customers enter line items for simulated output; reconciliation marks invoice issued.

  • Accounting

    Reconciliation defaults to monthly account

    Shows shipped, not yet collected—aligned with month-end habits.

  • Owner

    Period revenue on reconciliation

    Payment filter "All" with month—collected orders included; cost permission shows gross margin.

Get started in three steps

  1. 01

    Activate your URL

    Get your order portal and back-office account; try the demo site first

  2. 02

    Set brand & payments

    Upload logo, connect payment and LINE—step-by-step guided setup

  3. 03

    Start taking orders

    Inquiry → quote → confirm → produce → ship → reconcile—end to end

Wondering if makeOS fits your factory?

Starter from NT$990/month—trial order intake and LINE notifications. Need monthly reconciliation, inventory, and multiple staff accounts? Pro is recommended. High volume or customization—email us.