SOLUTIONS · INDUSTRIAL & B2B
A spec change at line 14 ripples through three suppliers, two milestone billings, and one FAT report — and you find out at the integration test. Industrial trade isn't catalog shopping. It's engineered components, capital equipment, MRO catalogs, raw materials at index pricing, renewables hardware with regional certification. The spec, the drawings, the milestone schedule, the cert chain, the commercial order — they're in five tools that don't talk. TradeOS holds them as one record. Same platform for $5M specialty distributors and $500M capital-equipment integrators.
WHO THIS IS FOR
Industrial trade covers the broadest spread of any sector EDMA serves — from a single $2M custom-engineered run to a $250M capital-equipment build, plus an entire MRO catalog flowing on auto-replenishment. The unifying thread: the order is shaped by specifications, not by SKU, and the transaction lifecycle extends well past shipping.
Mechanical, electrical, or electronic components made to your drawings and specifications. Mid-volume runs (1K–100K units) with FAT / PPAP / PPV qualification cycles. Sold to industrial OEMs that integrate them into their own products.
What's distinctSpec changes mid-production cascade across lines.
Large project orders with milestone billing (30 / 40 / 30 typical), Factory Acceptance Tests, Site Acceptance Tests, and commissioning. Deals span 180+ days and $250K–$10M+. Warranty & spares management runs years after delivery.
What's distinctCash and risk live inside the milestone schedule.
Lumber, steel, fasteners, electrical, plumbing, HVAC. Tied to a contractor's project schedule with jobsite delivery windows. Billing follows the construction draw, not the shipment.
What's distinctDelivery windows are jobsite, not warehouse.
Maintenance, repair, operations consumables. Catalog-based with 50,000+ SKUs typical, recurring orders against blanket POs, light documentation. Buyers expect reorder triggers and same-day picking.
What's distinctVolume is in the long tail, not the headline SKUs.
Metals (ferrous, non-ferrous), polymers, specialty chemicals, glass, ceramics. Volume-based pricing with index adjustments at every cut date. Hedge contracts and physical delivery against the same order record.
What's distinctPrice moves between booking and shipment.
Solar panels, batteries, inverters, wind components. Project-finance heavy, large units, long lead times, regional certification (UL, IEC, IEEE). Every unit ties back to a financed project record with a fixed COD date.
What's distinctCertification varies by ship-to grid jurisdiction.
COST-TO-COMPLETE · 26W
PROJECT-2026-018·
12 complete · 4 in production · 4 pending drawing release
2 invoiced · 1 in flight · 1 pending FAT
PO acceptance · deposit
Invoiced 2026-01-12 · paid 2026-01-28
$1,446K
30%
Production 60% · cable-loom
Invoiced 2026-05-30 · AR aged 12d
$1,928K
40%
FAT acceptance
Scheduled 2026-07-22 · +14d w/ CO-04
$964K
20%
Delivery · SAT sign-off
Target 2026-Q4 · 5% retention to year+1
$482K
10%
Drawing HEM-510-A v.4 issued · tolerance on mating interface
RECOMMENDATION
Flagged on lines depending on the mating interface: L-14 (HEM) and L-19 (Sumitomo). Recommend issuing a change-notice to Sumitomo before they start the manifold run on Jun 12 — rework risk if drawing v.3 is released as-is.
SCHEDULE
+14d
FAT slips
PROJECT MARGIN
22.1%
−0.6pp
REWORK AVOIDED
$80K
vs. v.3 release
SUPPLIERS PINGED
2 / 2
tasks open
THE PROBLEM
Industrial trade fails differently from catalog distribution. The PO is in ERP, the drawing is in PLM, the milestone schedule is in a project tool, and engineering changes live in email. The seams are where rework, lost margin, and AR aging come from — not in the parts themselves.
Engineering issues drawing v.4. The supplier for line 14 reads it. The other two suppliers, whose parts mate to that interface, never get the change-notice. Three weeks later: rework on two lines, $80K written off, FAT slips.
Production hits 80% — operations knows, finance doesn't. The milestone invoice goes out three weeks late, DSO bloats by half a quarter, and the next milestone gets pushed because the supplier is waiting on the prior payment.
Drawing v.3 is in the engineering Drive. The PO references v.2. Production builds to v.2. Field rejection at SAT costs $80K rework plus a delivery slip the integrator can't pass on to the operator.
ONE WORKSPACE
Project at the top: master contract, line schedule, milestone billing, change orders, FAT plan. Drill into any line and see its drawings, supplier, and per-line cost-to-complete. Engineering and commercial documents on the same record — versioned together, signed off together.
LINE PROGRESS
MASTER CONTRACT · MSA-2026-014
CHANGE ORDERS · SHORTLIST · 4 OPEN
ENGINEERING DOCS · ATTACHED TO PROJECT
MILESTONE BILLING · AR / AP LINKED
COMMUNICATIONS · PER-SUPPLIER, PER-LINE
PER-MILESTONE ECONOMICS
Capital project margin is not a single number that lands at SAT. Each milestone has its own cost accrual, its own AR aging, and its own at-risk band. Change orders recompute every milestone — and the at-risk amount on the next one — in the same minute the change order lands.
PROJECT-2026-018 · Milestone economics
1PO · 30%
Deposit · PO acceptance
Invoiced Jan 12 · paid Jan 28
CASHED · CLEARED
25.0%
Deposit covered drawings + tooling
2PROD · 40%
Production 60% complete
Invoiced May 30 · AR aged 12d
BILLED · AR 12D
25.6%
Production progress signed by inspector
3FAT · 20%
Factory acceptance test
Scheduled Jul 22 · +14d with CO-04
AT RISK · CO-04
20.9%
FAT sign-off required to release
4DEL · 10%
Delivery & SAT sign-off
Target 2026-Q4 · 5% retention 12 mo
RETENTION TAIL
34.4%
$24K retention releases at year+1
PROJECT MARGIN · ROLL-UP
CO-04 recomputes the margin on M3 in real time. Atlas drafts the change-order amendment, calculates the variance, and posts it to the project record. Operator approval gates the variance into the next invoice — not a month-end true-up.
CHANGE-ORDER NET
+$60K
vs. $58K rework alone · passed-through
DOCUMENT CHAIN · ENGINEERING + COMMERCIAL UNIFIED
Industrial projects layer engineering documents on top of standard commercial trade docs — drawings, BOMs, inspection plans, mill certs, NDT, FAT, PPAP, calibration certs, country-specific marks. EDMA tracks every required document by counterparty, by ship-to jurisdiction, and by the line it secures. The customs broker reads the same chain as the project engineer.
CI commercial invoice · PL packing list · BL bill of lading · CO certificate of origin · DRW drawing package (versioned, change-controlled) · BOM bill of materials · ITP inspection & test plan · MTC material certs · mill EN 10204 3.1 · NDT non-destructive test reports · FAT factory acceptance test · CoC certificate of conformance · PPAP production part approval / PSW · CAL calibration certs · CERT country marks · UL / CE / IEC / ATEX.
WORKING CAPITAL
The integrator carries the gap. EDMA holds the supplier deposit, the in-flight production cost, the milestone receivable, and the financier advance on the same record — eligibility tested against the actual milestone certificate and the supplier portal's production stage, not a one-shot underwrite.
PRE-SHIPMENT MILESTONE FINANCING
Approved milestone invoices are factored against the supplier's signed completion certificate — the same one the project engineer approved on the supplier portal. Advance releases against the verifiable milestone, not a static balance-sheet line.
CAPITAL EQUIPMENT · MARKETPLACE BIDS
For 180+ day capital deals, EDMA posts the pre-shipment financing requirement to a curated lender marketplace — project value, milestone schedule, supplier rating, and warranty terms all sourced from the live record. Bids come back in 48 hours; you pick the rate, not the underwriter's mood.
RETENTION & PERFORMANCE BONDS
5% retention to year+1, 10% performance bonds to year+2, retention release tied to SAT sign-off. EDMA tracks every retention dollar and every bond expiry on the project record — releases trigger when the milestone certificate clears, not when accounting remembers to look.
PLATFORM FIT
Industrial trade splits cleanly in half. Project-based work (engineered components, capital equipment, construction, renewables) leans hardest on Products+Production, Documents, Tasks, Finance, and Legal AI. Recurring & catalog work (MRO, raw materials) leans on Products, Orders, Bot Studio, and Atlas. Both sub-segments share the same network portals.
Specifications, drawings, and BOMs at the product level. Lot tracking with QC stages including FAT, SAT, NDT, and PPAP. Drawing versions cascade to every line that mates to them.
DocumentsCORE
5-layer requirements engine generates per-project doc checklists. Engineering and commercial documents unified on one chain — drawings, BOMs, ITPs, mill certs, NDT, FAT, CoC, country marks.
TasksCORE
Milestone tracking, change-order workflows, FAT and SAT sign-offs as first-class tasks with the right approvers, the right documents, and the right downstream effects.
FinanceCORE
Milestone billing tied to the production stage. Contract margin tracked across the project, with retentions, performance bonds, and liquidated damages held as first-class objects.
Legal AIAGENT
Contract drafting for supply agreements, change-order amendments, milestone-protection clauses, retention and bond language — trained on the integrator side of the table.
ProductsCORE
Large catalog (50K+ SKUs) with supplier sourcing rules, reorder triggers, substitution matrices, and lifecycle tags — preferred, alternate, end-of-life.
OrdersCORE
Bulk order processing, blanket POs with release schedules, recurring order automation against consumption forecasts. Hedge contract tracking on the order record for index-priced commodities.
Bot StudioRULES
"When MRO inventory drops below threshold, auto-generate reorder PO." "When LME index moves >5%, flag open deals at risk." Triggers compose against the live blanket PO and the hedge book.
AtlasAGENT
Quick lookups: "Status of yesterday's MRO order?" · "Show open orders for supplier-X on the COMEX cut." · Site engineers ping Atlas from WhatsApp; answers cite the underlying record.
FinanceCORE
Index-priced invoicing with auto-recalc at each shipment cut. Consignment stock under supplier ownership, free-issue material under buyer ownership — on the same SKU.
Supplier portal
Project-side: engineering drawing sync, PPAP / FAT uploads, change-notice acknowledgements. Recurring-side: reorder notifications, blanket PO release windows, index-cut alerts.
Client portal
Project-side: multi-step approvals for capital equipment, milestone certificates, FAT witness coordination. Recurring-side: bulk-buyer accounts for MRO with re-order one-clicks and consumption dashboards.
Logistics portal
Project-side: oversize / heavy / project-cargo coordination, route surveys, escorted moves. Recurring-side: milk-run pickups, jobsite delivery windows, container consolidation across blanket POs.
MULTI-SUPPLIER PROJECT VIEW
Industrial projects have one buyer at the top and three to ten suppliers at the bottom — each with their own portion of the line schedule, their own milestone cadence, their own engineering documents. EDMA holds the whole graph as one object so a spec change on one line propagates to every supplier touching the same interface.
ONE EVENT, FIVE EFFECTS
The cascade is the point. EDMA holds the drawing, the BOM, the line schedule, the supplier task list, the milestone forecast, and the operator's contract on the same record — so a tolerance update on one mating interface propagates through every dependency in the minute it lands. No drawing-versus-PO drift; no surprise rework at SAT.
Total elapsed: under four minutes from the engineering team releasing v.4 to the operator seeing a signed-off change-notice draft on the client portal. Without EDMA, the same chain runs through email, a PLM read-out, a project-tool task, a NetSuite invoice change, and a contract amendment in Legal — and the $80K rework on the wrong-tolerance batch usually lands before any of it.
VS. THE WAY IT'S DONE TODAY
| Capability | TradeOS | SAP S/4 Project Systems | Salesforce + Smartsheet | Asana / Monday | Procore (construction) | Spreadsheet + email |
|---|---|---|---|---|---|---|
| Project as a record (not a tag) | ✓ | ✓ | opportunity-tied | a task list | ✓ | a tab |
| Engineering + commercial docs unified | ✓ | via PLM bolt-on | — | — | submittals only | two folders |
| Milestone billing tied to production stage | ✓ | ✓ | manual | — | draw schedule | manual |
| Spec-change ripple analysis · interface graph | ✓ | — | — | — | — | — |
| Cross-supplier dependency view | ✓ | limited | — | manual | subs only | — |
| Recurring catalog management (MRO / materials) | ✓ | ✓ | — | — | — | manual |
| Six sub-category coverage · eng / cap / constr / MRO / raw / renew. | ✓ | generic | generic | generic | construction | — |
| PLM integration · Windchill / Teamcenter / Aras / Onshape | ✓ | via add-on | — | — | — | — |
| Free-issue material + consignment stock · first-class | ✓ | configurable | — | — | — | manual |
| Deploy time · first project live | 4 weeks | 12–24 mo | 4–8 wk | 2–4 wk | 6–12 wk | today |
An ERP handles the close. A CRM holds the opportunity. A project tool tracks the tasks. A construction platform tracks the jobsite. None of them holds the project as a record — with engineering documents, milestone billing, supplier dependencies, and the change-order amendment under one ID. EDMA does, for both project-based and recurring-catalog work.
FREQUENTLY ASKED
Yes. Projects hold any number of POs as child records — one per supplier, one per phase, one per option exercised. Multi-year horizons supported with rolling milestone forecasts; the master contract carries warranty terms, retention bands, and bond expiries that survive every PO underneath it.
Book a 30-minute walkthrough. We'll model one of your live projects — engineered, capital equipment, or construction — and show the line schedule, the milestone billing, the engineering doc chain, and the change-order ripple on a single record.