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Job 01 · Front office

// Metal finishing job shops · Job travelers

Customer POs and packing slips turned into a draft traveler, with every conflict named.

Parts land on your dock with a customer PO, a print and a packing slip that don't always agree, and someone has to turn them into the job traveler that runs the lot. In a free AI proof of concept, AI does that again on copies of 20 to 30 lots you already shipped, writing the part number and revision, the process and spec with class and type, the thickness or hardness range, the lot count and the masking notes, and naming each place the three documents disagree. Your reviewer, whoever on your staff knows your front office best, holds each draft against the traveler that actually ran.

Book a proof-of-concept call30 minutes with Rob
Past lots
20 to 30
Live travelers touched
None
Every traveler checked by
A person on your staff

// The one job

From three documents at the dock to one traveler the floor can run

Before a lot can be racked, barreled or charged into a furnace, somebody reads what came with it. The PO says what the customer is paying for, the print says what the part needs, and the packing slip says what actually got on the truck. Your front office settles those into one job: whose it is, which revision, what process to which spec, what range to hold, how many pieces in how many lots, what to mask and what paperwork has to come back. Some shops call the result a router or a shop order; here it's the traveler.

In the test, AI reads copies of those documents for lots you already ran and drafts the traveler the way your shop writes it, in your own process codes if you share them. Where the documents disagree, the draft leaves the field open and shows each side. Drafts go to your reviewer alone, so nothing reaches the floor, your shop system or a customer.

PO, print, packing slipAs received
Customer PO no.
Part no. and rev
Spec callout
Slip count
LineQtyNote
Invented paperwork, no customer's part
Read together,
conflicts named
Draft travelerFor your reviewer
Part and rev
Process and spec
Range to hold
Lot count
OpMaskingFlag
Made-up example of a draft

// Where it breaks

Why a finishing traveler is harder than it looks

A callout is a set of small letters that change the job. ASTM B841, the zinc-nickel specification, defines one class and five conversion coating types, and the letter decides the color: Type C is bronze, Type D is black, and Type E adds an organic topcoat. A PO line for black zinc-nickel to Type C has contradicted itself, so the draft flags it and shows both sides. ASTM B456 for nickel plus chromium goes further, with a classification code made up of a service condition number, a coating classification number showing basis metal and thickness, and symbols for the coating type, across five service grades from mild to extended very severe. An order that gives one piece of that code and drops the rest becomes a question.

Threads, units and seals can't be assumed. ASTM F1941 covers electrodeposited coatings on threaded fasteners, inch and metric, and can reach washers and pins too, so a zinc callout on a bolt that names only a general-purpose spec is worth asking about. Its scope says SI and inch-pound values stand alone and aren't to be mixed, which is why a print in micrometers beside a PO in inches gets one row with both values, unconverted. The spec also compares barrel and rack plating; the draft copies any request the order makes and otherwise leaves that choice to your process lead. On the anodize side, ASTM B580 says parts should be sealed unless otherwise specified, so a PO that never mentions sealing and a PO that says no seal make two different travelers.

Heat treat disagrees in its own vocabulary. SAE J423, the case depth practice, says a hardened case can be reported as effective or total depth and measured by chemical, mechanical or visual means, so a print calling for effective depth and a PO saying only case depth are not the same instruction. Hardness ranges follow the same pattern: a Rockwell range on the print beside a Brinell number on the PO, or one alloy on the packing slip and another on the print. Each becomes a named conflict, because the furnace recipe follows from them and the draft doesn't get to pick.

Counts and lots decide what the floor can do. Packing slips count pieces, your dock often counts by weight, and one shipment may hold several customer lots that can't share a barrel or a furnace load. The draft shows the slip count next to the PO quantity and lists each customer lot it can find. Masking lives in a print note, a sketch taped to the PO or a customer's standing instructions, so it is quoted with its source rather than paraphrased. Iowa DOT's Materials IM 568 shows how far this reaches on a public buyer's work: a travel log the fabricator starts and the galvanizer and paint shop each complete, with water quenching and chromate treatments barred on galvanized surfaces headed for paint or powder coat. Iowa's terms govern Iowa's work, and your orders govern yours.

What your reviewer looks for. That's usually your front-office lead or quality manager. They set each draft beside the traveler that actually ran, then check that the process, spec, range and count are right, that every real conflict got named and that none was invented. Which spec applies to a part, and how to read it, stays with your staff and your customer; this page is not legal or engineering advice.

// What you send

What your front office pulls together

Copies only
Shipped lots
01

20 to 30 shipped lots

The customer PO, print and packing slip for each, plus the traveler that actually ran. Include one where your team caught a conflict and one that came back for rework.

02

Your process list

The process codes, line or furnace names and standard routings you write on travelers, in whatever form they live, so drafts come back in your own words.

03

Standing customer notes

Masking habits, racking contact rules, packaging and the paperwork each customer expects back, as your front office keeps them today.

04

Customer standards, where allowed

Any engineering standard a customer has given you for the parts in the sample, if their terms let you share it. Standards you bought from a publisher can stay with you.

05

An NDA, and no logins

Signed before a single page moves. Nobody gets into your shop system, your ERP or a customer portal, then or later in the test.

06

Look-alike lots if prints stay home

When a customer's terms keep a print inside your building, we build look-alike jobs with you that keep the same callouts, lot splits and conflicts.

// Before it starts

Decided before the first lot goes in

The owner and your reviewer put each of these on paper first.

Traveler test termsOwner decides
Your reviewer
The owner's pick, usually the front-office lead or quality manager
Success criteria
In writing: which fields must match, which conflicts must be named
Process codes
Yours, as your travelers already use them
Lots
Chosen by your reviewer, across processes and customers
Price
A range for the live job, given before any lot is copied

// How it's scored

The traveler that ran, beside the draft

Lot by lot
same paperwork, both columns
On the same lotsThe traveler that ranThe AI draft
Time from paperwork in hand to a traveler ready to checkFilled in from your lotsFilled in from your lots
Part number and revisionFilled in from your lotsFilled in from your lots
Process, spec, class and typeFilled in from your lotsFilled in from your lots
Thickness or hardness range, in the units orderedFilled in from your lotsFilled in from your lots
Lot count and customer lot numbersFilled in from your lotsFilled in from your lots
Masking and contact notes, with where each came fromFilled in from your lotsFilled in from your lots
Conflicts named among the PO, the print and the packing slipFilled in from your lotsFilled in from your lots
Nothing here yet. These cells stay empty until your own shipped lots have been scored.Your reviewer marks each row, and their verdict settles it.

// After a yes

About 30 days on incoming lots

Say yes, and for about 30 days each new order gets a draft traveler as its paperwork arrives.

A person on your staff checks and approves every traveler before the floor sees it, and how approved work reaches your shop system is agreed before you sign. The scoring table keeps running through that month.

// Later, ranked

What could come after travelers

Possibilities, not promises
One at a time
  1. 01

    Process certifications

    The cert for a finished lot drafted from your records and checked against the same PO the traveler came from, for quality staff to sign.

    Next
  2. 02

    Quotes by the piece, pound or load

    Repeat finishing work quoted from your past jobs and lot charges, for your estimator to confirm.

    Then
  3. 03

    Waste manifests and discharge records

    Sludge shipments and lab results gathered for your environmental lead, with nothing filed.

    After that

// One hard limit

No live traveler, and no ruling on whether a lot passes.

The proof of concept never touches your ERP, shop system or lab equipment or a live traveler, and it never decides that a lot meets a specification. A person checks every traveler before it counts, and defense and aerospace work stays out of the sample.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Two counts set the range: orders received per month, and how many customers' document formats the drafts have to read.

// Questions

Traveler questions

Can it read POs that come in a different format from every customer?
That is most of the job. Put several customers' formats in the sample, including any that arrive as scans, so your reviewer sees how drafts hold up across them. A format nobody can read cleanly gets marked instead of guessed at.
What happens when the PO and the print disagree?
The draft leaves that field open and shows what each document says, along with the packing slip if it has a view. Whoever resolves that in your shop today still does, usually by asking the customer.
Do you need our process codes?
Send them if you have them, because drafts then read like your own travelers. Without them the draft writes the process out in words, and your reviewer can judge it that way instead.
What about a customer's own engineering standard instead of an ASTM number?
The draft copies that standard's number and revision from the order and quotes whatever the PO or print says about it. If the customer lets you share a copy, include it. Either way, the draft won't interpret a standard it wasn't given.
Can handwritten packing slips go in?
Yes. Scans or phone photos work as long as the writing can be read, and anything unclear is marked for your reviewer, because an open field does less harm than a wrong count.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on lots you already shipped.

A 30-minute call with Rob. He'll want your processes, your role, the job you'd test and roughly how many orders reach your front office in a month. Prints and POs stay with you until the NDA is signed.

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