Every ERP feature, and whether it is ready

A step-by-step wizard sets up the company, industry, business model, scale, modules, users and sample data.

Detail: Creates a real tenant company; invited team members get accounts without passwords (no activation flow yet)

Choose Automotive, Steel, Textile, Pharma, Food, Electronics, Retail and others. The ERP reconfigures itself without any code changes.

Make to Stock, Make to Order, Job Work, Engineer to Order, Repetitive, Batch/Process, Distribution, Retail and Hybrid.

What works today: Business models are stored per company and displayed; they do not yet change transaction behaviour

Onboarding suggests modules for the chosen industry and explains why each one is suggested.

Changing the industry re-renders terminology, forms, KPIs, reports, quality flows and data in a single click.

Detail: Server rebuilds the company data for the new pack (bulk replace); success path not in an automated test

Rename core terms per industry, for example Batch → Heat, Product → Part, Warehouse → Storage Area.

Detail: Overrides persisted per company

Add custom fields to items, customers, vendors and sales orders without code.

Detail: Field definitions persisted; values stored in record attrs (JSONB)

Switch on lot, serial, expiry, FEFO, weight-based, heat, roll, cold-chain and quarantine-on-receipt rules.

Detail: Pack business rules are enforced (FEFO, quarantine, expiry); administrators override them per company in Industry Configuration, and returning to the pack value clears the override

Tiered PO approval, incoming QC before stock, credit check, material reservation, final QC and auto e-invoice.

Detail: Enforced: po_approval, grn_qc, credit_check, mat_reserve, final_qc. Not enforced: auto_einv and industry-specific rules (ppap, heat_tc, weighbridge, shade_approval …)

Compare your current configuration with another industry pack side by side before switching.

Incoming, in-process and final QC parameters, each with a target, minimum and maximum.

Supports April–March (Indian FY) and January–December.

What works today: FY start stored; document numbering always uses the Indian April–March FY

Realistic, internally consistent demo data for each industry, covering orders, BOMs, stock, POs and invoices.

Import masters, opening balances, outstanding bills and stock from Tally XML or Busy/Marg exports in under a day.

What works today: Admin → Go-live: Tally masters XML import (Sundry Debtors/Creditors ledgers → customers/vendors, stock items → items) with dry-run validation, then opening balances as OB bills against Reserves & Surplus and opening stock lots. Busy/Marg via the existing Excel/CSV master import. No voucher-history import.

Upload any Excel file of items, customers or BOMs. AI maps the columns, de-duplicates rows and validates GSTINs.

What works today: CSV import for customers, vendors, items, warehouses, employees and tax rules with per-row validation, dry run, duplicate check and all-or-nothing apply; no AI column mapping or .xlsx parsing

Enter a GSTIN to auto-fill the legal name, address, state and registration type from the GST portal.

What works today: GSTIN entry decodes state and PAN, validates the check digit and fills state on customer/vendor create. No live GSTN taxpayer lookup (needs a GSP).

Validate vendor Udyam numbers and auto-tag MSME vendors for 45-day payment tracking.

What works today: Udyam number format check on the vendor form and vendor onboarding checklist; MSME category drives the 45-day payment tracking, MSME-1 due dates and 43B(h) disallowance. No live verification against the Udyam portal (no public API).

Tracks masters, opening stock, opening balances, number series and user training before go-live.

Detail: Admin → Go-live readiness score computed from real data and settings (company, masters, users, opening balances, approvals, numbering, etc.) with Fix links.

Add more vertical packs such as jewellery, ayurveda, agri-inputs, solar, printing, cement and ceramics.

What works today: Industry packs → Pack marketplace: ten built-in packs (pharma, food, steel, textile, jewellery, agri-inputs, ayurveda, solar, printing, building materials) switched on per company by an admin; defaults from the industry. Not a third-party marketplace; new packs ship with the product.

Drag-drop fields, sections and tabs on any screen, per role.

What works today: Admin → Form designer: field order and per-role hidden fields for master forms (setFormLayout, applied in the edit form). No new field types or drag-drop canvas; custom fields stay in Industry configuration.

One login runs several legal entities, each with its own GSTINs, books and number series.

Detail: Multiple companies per user with tenant isolation, several GSTINs per company (one per plant state) and a separate sales-invoice number series per GSTIN with the state code

Prefix/suffix per FY, plant, GSTIN and document type, for example INV/MH/25-26/0001, with a GST-compliant 16-character limit.

Detail: Template per document type with {FY} {ST} {MM} {SEQn} tokens, FY reset and the GST 16-character limit; per-plant/per-GSTIN series not modelled

A copy of live data so users can train without affecting real books.

Detail: Super admins create a sandbox copy of the company (creator-only, banner with a way back, outside consolidation, up to three); demo reset, backup and restore for demo companies

Seven dashboard personas for CEO, Plant, Purchase, Sales, Quality, Finance and Stores, each with its own KPIs.

Each industry declares its own dashboard KPIs, resolved from live ERP data.

Detail: Values computed from server data; trends are real period comparisons (MTD vs same days last month, 7/15-day windows) and omitted where no history exists

A single business health score plus nine tiles: revenue, orders, production, OEE, shortages, delays, inventory, receivables, payables and cash.

Detail: Rule-based score from live shortages, delays and breakdowns (92 − 3×shortages − 2×delays − 4×breakdowns, floor 40)

Shortage → material → affected work orders → customer order → purchase recommendation, all in clicks.

Detail: Drill-down reads server data; actions (convert, mark repaired) are server commands

Delay → order → machine → operation → reason, with a "Mark repaired" action.

Detail: "Mark repaired" completes the maintenance order on the server

Visual cash-conversion view on the executive dashboards.

Detail: Monthly bank receipts and payments from the general ledger (financial year to date)

Industry-specific widget blocks, for example heat-wise yield for steel and expiry risk for pharma.

Users drag-drop widgets, charts and KPIs to build their own home screen.

Detail: Personal dashboards per user from KPIs, saved reports and the cash chart, ordered and saved, with a home dashboard

At 8 am, the owner gets a WhatsApp message with yesterday's sales, collections, production, cash position and red flags.

In the demo: Morning brief (yesterday's sales, collections, output, cash, overdue) delivered as an in-app notification to owners at 8 am; no WhatsApp delivery

Set targets per KPI, with red/amber/green status and push/WhatsApp alerts when a threshold is breached.

Detail: KPI targets with direction and amber band, red/amber/green on dashboards, hourly check notifying owners when a KPI turns red

Group-level dashboards across companies and plants, with eliminations.

Detail: Revenue, receivables, payables, inventory and cash for every company the user belongs to; intercompany sales eliminated and balances between group companies taken out of receivables and payables, with any mismatch shown; sandboxes excluded

Auto-rotating full-screen dashboards for the shop floor and the sales floor.

Detail: Full-screen board rotating KPIs, machine status and due orders every 20 s, refreshing every minute

Compare your KPIs with anonymised peers in the same industry and region.

Predicts cash position from open SOs, POs, payroll, GST and loan EMIs.

Detail: 13 weekly buckets from receivables, open orders, payables, open POs, payroll, GST and EMIs with closing balance

POs are routed Purchase Manager → Finance → Director according to value thresholds.

Detail: Server enforces that only the step’s role (or super admin) can approve

A single inbox for all pending approvals, organised by role.

Touch-first approval cards that work at phone width.

For example, ₹10 L for food and ₹25 L for steel.

A visual drag-drop builder for any document: conditions, parallel approvers, escalations and SLAs.

What works today: Workflow builder for POs, quotations, vendors and items: conditions (amount, discount, lines), sequential and parallel approver groups, priority; form-based rather than drag-drop canvas; SLA escalation uses the company approval SLA

Approve or reject POs, discounts and credit-limit overrides from WhatsApp with one tap.

Auto-delegate approvals while the approver is on leave.

Detail: Approver delegates to a colleague for a date range; the delegate can approve and the step records who delegated

Escalates automatically when an approval waits more than X hours.

Detail: Background job every 15 minutes flags overdue steps and raises a critical alert; no automatic re-routing

Applies to sales-side approvals, not only purchase.

In the demo: Quotation discounts above 5% and any rate typed more than 5% below the customer price (rate contract → price list → item price) route to approval; sales orders priced that low are held as Draft for the Sales Manager, together with the Finance credit-hold step

Signs POs, invoices and contracts with a DSC or Aadhaar e-Sign.

For example: "If stock < reorder level → create indent → notify buyer on WhatsApp."

Detail: Rules (stock at reorder level, overdue invoices, late POs, open NCRs, machine down, expiring licences/BGs/vehicle documents) with actions (raise indent, notify a role, credit hold, schedule maintenance), run hourly, once per record

Industry-specific fields.

Industry-specific fields.

Raw material, bought-out, sub-assembly, FG and consumable categories.

Detail: Create, edit (incl. industry fields) and deactivate/delete from the record page

Multi-location.

Detail: Create, edit, deactivate in the UI

Multi-plant.

Detail: Create, edit and deactivate (administrators); GSTIN validated for state, PAN and check digit

Department-wise.

Detail: Create/edit incl. pay details (IFSC validated), deactivate

Machine master.

Detail: Create/edit; machines with history or a fixed-asset record cannot be removed

Capacity master.

Operation library.

Detail: Operation library edited through the routing editor (work centre, machine, setup, cycle time, inspection flag; new revision on save)

Bill of materials master.

Detail: Draft → release versioning

Process routes.

Pricing master.

Detail: Price lists with customer, region and channel, priority and quantity slabs, created and edited under Sales → Price lists

GST rule master.

Duplicate customers, vendors and items are merged safely.

Detail: Customers and vendors: duplicate refused on same GSTIN or normalised name; admin merge re-points orders, invoices, payments and balances; items not merged

New vendors and items need approval before use.

Detail: New vendors and items stay blocked on orders until approved by a Vendor / Item workflow or the Finance / Plant Manager

Excel round-trip editing.

In the demo: CSV round-trip (export, update by code on import) and mass edit of one field on selected records through the normal checks and edit log

Rule-based codes, for example RM-STL-EN8-025.

Detail: Company template with {TYPE} {CAT} {SEQn}; used when an item is created without a code

Overview, details, related records, attachments, timeline and audit history on every record.

Detail: Attachments are stored in PostgreSQL (5 MB per file, type-checked, record-level access)

End-to-end linked documents.

Quotation, SO, PO, GRN, production order, DC, tax invoice, certificate, e-invoice and e-way bill.

Search, filters, sort, status tabs, date range, pagination, column choice and bulk actions.

Detail: Client-side over the company state; append-only logs are trimmed in the browser and paged from /api/history (tested)

In-app alerts.

Detail: Notifications are generated server-side by commands

A 10-step end-to-end walkthrough on live data.

Detail: PO approvals in the demo use the labelled demo approval chain

Shop floor, WMS and approvals work at phone width.

Drag-drop invoice and PO layouts with logo, bank details and terms.

What works today: Logo, bank details, terms, footer and signatory per company on all printed documents; fixed layout (no drag-drop designer)

One-tap sharing of a PDF with a payment link.

In the demo: Email opens the user's mail app with the party address; no server-side email, WhatsApp or payment link

Team collaboration inside the ERP.

Detail: Comments with @mentions on records; mentions only notify users allowed to see the record

Accessible to WCAG AA.

What works today: Dark mode toggle (user menu, remembered per browser) remapping neutral utilities. No formal WCAG AA audit.

Hindi plus eight Indian languages.

What works today: Hindi navigation labels toggle (user menu). Pages, forms and documents remain English; no other Indian languages.

Offline-first, for owners, sales, stores and the shop floor.

What works today: Installable PWA (manifest + service worker caching the app shell). Not a native app; data is not available offline.

Tally-style speed for power users.

Detail: Global shortcuts: ⌘K or / search, ? cheatsheet, g then a letter to jump to 14 modules; ignored while typing.

Profile and legal details.

Detail: Validated (GSTIN, PAN, PIN formats) and audited

Add and manage users.

Detail: Invite creates an inactive account; an administrator issues a single-use activation link (7 days, only its hash stored), the invitee sets a password and is signed in. No email delivery (the link is shared by the admin)

From Super Admin to Operator.

Module access by role.

Detail: Enforced server-side per command; the permissions screen is read-only

See the ERP as any role.

Detail: Demo servers only: switching role signs in as that demo account

Location setup.

Detail: Plants and warehouses are created and edited from Master Data; this admin tab lists them

Including "More Modules".

Approval rules.

Detail: Rule switches persist; approval chain steps are fixed (no workflow designer)

Alert preferences.

Detail: Routing saved per company and restored by reset; email/SMS/WhatsApp delivery not connected (in-app only)

Who did what and when.

Detail: Business audit (append-only) + security audit of every command, login, denial and reset

For example, a salesperson sees only their own customers and cannot see cost price.

Detail: Role-based redaction (salary, ledger, cost) and record-level filtering in state, deltas, history and commands

Secure login with OTP.

In the demo: TOTP 2FA (authenticator apps) with encrypted secrets; no SSO

Allow access only from the office or approved devices.

What works today: Per-company IPv4 allow-list enforced on every signed-in request (super admins exempt); no device binding

Data hosted in India (AWS Mumbai/Hyderabad) for DPDP and RBI comfort.

Daily backups that the customer can download.

What works today: On-demand JSON backup/restore for demo companies; Railway volume backups depend on plan

Lock closed months and GST-filed periods.

Detail: Postings dated in a locked period are refused server-side

Login history and suspicious-activity alerts.

Detail: Logins, failed logins, denials and resets are logged; five failed sign-ins for an account in 15 minutes raise an in-app critical alert to its administrators (no email/SMS)

Capture and qualify leads, with source tracking.

Detail: New lead form (CRM) and lead edit; server-validated

Convert qualified leads into opportunities.

A visual sales pipeline with stages and values.

Detail: Stage advance is a server command

Customer accounts with multiple contacts.

Follow-ups, calls, meetings and to-dos.

Auto-pull B2B portal leads into the CRM in real time.

In the demo: IndiaMART / TradeIndia lead exports (CSV) imported into leads; no live API pull

A shared team inbox for WhatsApp chats, linked to the lead or customer.

Call recording and auto-logging against the lead.

Beat plans, geo-tagged visits, route maps and travel allowance claims.

What works today: Visit and meeting check-in with the device location (browser geolocation); no dedicated field app or route planning

Ranks leads by likelihood to close.

What works today: Rule-based lead score (source, deal size, progress, freshness) with the breakdown shown; not machine learning

Bulk, template-based campaigns with opt-in compliance.

Monthly targets by salesperson and region, with an incentive calculator.

Detail: Monthly targets per salesperson with achievement from invoiced sales and incentive slabs (achievement % → incentive % of sales)

Track government tenders and GeM bids with EMD/BG and due dates.

Detail: Tender register (GeM, CPPP, state, private) with bid due date, EMD, value, our bid, result; portals not connected

Weighted pipeline forecast by month.

What works today: Next three months: probability-weighted pipeline by close month beside the three-month average; no statistical model

Create, send and track quotes.

Detail: Create/send/revise/convert are server commands; discount >5% routes to approval

Full SO lifecycle with priority and salesperson.

Each SO creates traceable demand through to MRP and production.

Blocks or flags orders beyond the credit limit (workflow rule).

Pick → pack → dispatch, with stock reduction.

Sends an advance shipping notice on dispatch.

Detail: ASN file (CSV) from a dispatched delivery: PO, invoice, vehicle, e-way bill, lots and quantities; no EDI transmission

See Quote → SO → WO → Delivery → Invoice → Payment on one screen.

Customers view their orders, dispatches and invoices.

In the demo: Customer portal via expiring, revocable link (no ERP account): orders, dispatches with transport/EWB, invoices and outstanding, order requests (create an enquiry) and complaints

Send or export selected orders in bulk.

Detail: CSV/XLS export and print; "Export selected" exports the chosen rows on every list; send actions mark documents as sent (no email gateway)

A4 quotation, SO, delivery challan and tax invoice.

Detail: Rendered client-side from server data; printing via the browser

Price by customer, region, channel, qty slab and date, plus trade/cash/scheme discounts.

Detail: Price lists by customer, region (state), channel (segment), validity and priority with quantity slabs; resolver used on new quotations/orders; scheme discounts via dealer schemes

Monthly schedules from OEMs (Maruti, Tata, M&M) with daily call-offs and EDI.

Detail: Blanket orders (quantity, rate, validity) released by call-offs into confirmed sales orders at the agreed rates; called-off quantity tracked

GST-compliant returns with QC and auto credit notes.

In the demo: Sales return against the invoice: GST credit note (printable), goods to quarantine, revenue, tax and cost reversed, balance reduced; GSTR-1 CDNR and 3B net of credit notes

GST on advances with auto-adjustment.

Detail: Printable proforma invoice from the sales order; advances recorded against the order are applied automatically when it is invoiced

An accurate "can deliver by" date based on stock, capacity and material.

Detail: Order lines promise the first date stock and firm supply cover the order; when short, the quantity is made — components by their own availability or lead time, operations on the finite schedule (capable-to-promise)

Configure variants (size, colour, spec) with rule-based pricing and auto-BOM for ETO/CTO.

Detail: Option groups with price adders and extra components; configuring creates the item with price, BOM (base + options) and routing

Multi-currency orders, Incoterms, LUT, proforma, packing list and commercial invoice.

Detail: Export customers (Outside India, foreign currency); export invoice converting order rates at the exchange rate, under LUT or with IGST

Print customer part numbers and barcodes on dispatch.

Detail: Customer part numbers per item printed on that customer documents and on package (LPN) labels

Track free and paid samples and their conversion.

Detail: Free/paid samples issued from stock (free booked to Sales Promotion), follow-up dates, conversion to a sales order or lost reason

Agent commissions, common in textile and steel trading.

Detail: Agent per customer with commission %; commission due from invoices; agent bill booked as an expense bill (TDS 194H via the agent vendor)

Customers send orders on WhatsApp; AI creates the SO draft.

List and sell on India's Open Network for Digital Commerce.

Amazon, Flipkart, Meesho, Myntra and the customer's own Shopify store, with order and stock sync.

Fixed-rate agreements with validity, with alerts when they are about to expire.

Detail: Sales rate contracts per customer and period; rates fill in on quotations and sales orders

Scan or tap items to bill.

Auto CGST/SGST split with taxable value.

Real-time stock deduction.

Keeps billing during internet outages and syncs later.

Detail: Bills saved in the browser while offline and posted when the connection returns (numbered on posting)

Paytm/PhonePe/BharatPe soundbox and dynamic QR, with auto reconciliation.

What works today: Dynamic UPI QR (upi://pay with amount) for the store's VPA; cashier records the UTR — no PSP soundbox or callback reconciliation

Points, memberships and discount codes.

Detail: Members by mobile with points earn/redeem, coupons (percent/amount, minimum bill, validity, usage cap), gift vouchers sold and redeemed as a tender

Central pricing, store-wise stock and inter-store transfers.

Detail: Store warehouses with store-wise stock at checkout, shifts per store, central price lists and stock transfers between stores

For kirana, sweets and fresh produce.

In the demo: Reads weight from a serial scale via Web Serial in Chrome/Edge desktop; scale protocol parsing is generic

Mandatory for businesses above ₹500 Cr turnover.

Detail: B2C dynamic QR with payee UPI/bank, invoice number, date, value and GST printed on the bill when enabled

Exchanges and credit notes.

Detail: Return against a POS bill: credit note, goods to quarantine, refund in cash/UPI/card or an exchange voucher

Denomination-wise cash count with an X/Z report.

Detail: Shift open with float, X report by tender, Z close with denomination count, expected vs counted variance posted

Paperless bills sent to the customer.

In the demo: Bill link (no login) shared via WhatsApp / SMS deep link from the counter device; no messaging gateway or customer display

Dealers by territory, with area-manager mapping.

What works today: Dealers are customers in dealer segments; primary/secondary MTD, outstanding and limits per dealer; no territory hierarchy

Track sell-in to dealers and sell-out to retailers.

Detail: Dealer-reported sell-out persisted (seeded as dealer app — simulated — plus manual entry); primary = sales invoices

Festive, loyalty and new-outlet schemes.

Detail: Slab/turnover schemes, claims from primary invoices, finance approval, credit-note settlement

Dealer-wise receivables.

Detail: Uses customer outstanding from the server

Dealers order, see the ledger, download invoices, raise claims and track dispatch.

Detail: Dealers use the customer portal link: order requests, invoices and outstanding (each invoice opens as a printable bill), dispatch tracking, complaints; no claims submission

Slab, QPS, combo and turnover schemes with auto claim calculation and settlement.

Detail: Slab/QPS, turnover and combo (complete sets) schemes with claim calculation, approval and credit-note settlement

Beat-wise ordering by field sales teams.

Detail: Weekly beat plans per salesperson; orders booked at retail outlets recorded as the distributor's secondary sales

Auto block or alert.

In the demo: Credit limit hold plus optional hold on invoices overdue beyond credit days + grace; finance approves

Product registration by QR, plus warranty claims.

Detail: Product QR labels open a public registration page that starts the warranty; warranty claims are tickets covered by warranty

Secondary stock and sales data from distributors.

Detail: Distributor-reported closing stock and an estimate from primary invoices minus secondary sales since the last report

Per dealer, per region and per SKU.

Detail: Monthly targets per dealer and per SKU with achievement from invoices, shown by region

Scan-to-earn, popular in paints, pipes, lubricants and electricals.

In the demo: Members by mobile, unique one-time QR codes printed per batch, public scan page, points ledger and payouts booked to Sales Promotion

Complaint logging with SLA.

Detail: Tickets by priority with SLA due time, warranty/contract/chargeable cover decided at logging, breach sweep job and notifications

Engineer dispatch, geo-check-in and job sheet with customer OTP sign-off.

Detail: Assignment, geo check-in (browser location), job sheet with parts issued from stock, customer sign-off code delivered via their portal link

Serial-wise products at customer sites.

Detail: Serial-wise installed base with site, installation date and warranty end; QR self-registration

Validity, renewal and billing.

Detail: AMC/CMC/extended warranty per asset with overlap check, renewal flag, visit usage and service invoice

Service inventory and repairable returns.

Detail: Spares counter sale with invoice and COGS; customer repairables held as theirs, repaired or beyond repair, returned

Raise and track complaints on WhatsApp.

In the demo: Customers raise and track service requests on their portal link; no WhatsApp channel

Department requests converted to POs.

Detail: Departments raise indents (form); purchase converts them to requisitions

Compare vendor quotes side by side.

Detail: Award creates and submits the PO server-side

PO lifecycle with drafts, submit and send to vendor.

Value-based multi-level approval.

Receive against the PO onto QC hold, with lot numbers.

Booking with three-way match (PO–GRN–Bill).

Detail: Three-way match: billed qty = accepted qty at PO rate; one bill per GRN enforced in the database

Pay multiple vendor bills together.

Detail: Each selected bill is paid through recordPayment

On-time, in-full delivery and quality scores.

Detail: On-time, in-full and acceptance computed from GRNs (12 months) with a monthly trend

Shortages automatically convert to PO suggestions.

Vendors see POs, confirm dates, upload ASN/invoice, track payments and get WhatsApp alerts.

In the demo: Vendor portal via link: POs, confirm promised date, advance shipping notice, invoice/challan upload, bills, payments and TDS; no WhatsApp alerts

Online bidding for big buys.

Detail: Reverse auctions with ceiling, minimum decrement, invited vendors bidding via portal links (rank and lowest shown), soft close, award raising the PO

Annual rate agreements with validity, linked to auto PO pricing.

Detail: Purchase rate contracts per supplier and period; rates fill in on POs and a PO above contract warns; overlapping contracts refused

Security gate inward with vehicle number, driver and weighbridge weight.

Detail: Gate entry with vehicle, supplier, PO, challan, time in/out and link to the GRN; vehicle cannot be entered twice while inside

Auto-capture gross and tare weight for steel, scrap and agri materials.

In the demo: Gross and tare weights entered from the weighbridge slip give the net weight; no weighbridge device connection

Customs duty, freight, CHA and insurance apportioned to item cost.

What works today: Freight, customs or handling expense bills spread over a GRN by value or quantity; stock on hand revalued and the stock share moved from expense to inventory. No customs (BOE) duty capture

GST-compliant rejection returns.

Detail: Return to vendor against a goods bill: debit note, rejected then available stock removed, input credit reversed, bill balance reduced. Not for reverse-charge bills

Flags MSME dues near 45 days (Sec 43B(h) disallowance risk) and keeps MSME-1 data ready.

Detail: Micro/small vendor bills with pay-by date (agreed days, max 45), overdue and 43B(h) exposure, MSME-1 working export

PAN, GSTIN, Udyam and bank verification (penny-drop).

What works today: KYC checklist (PAN, GSTIN check digit and state, PAN inside GSTIN, Udyam, bank details) with verify/reject; rejected suppliers get no POs; no penny-drop or Udyam/GST API verification

POs checked against department and project budgets.

Detail: Budget control applies to expense bills and to POs: a PO with a cost centre is checked for consumables, spares and services against the budget less booked spend and open-PO commitments (warn or block); production material is planned by MRP

Price, quality, delivery and response combined into a quarterly scorecard shared with the vendor.

Detail: Supplier scorecard from GRNs: on time, in full, accepted %, weighted score and grade

Last 5 rates and benchmark alerts on price spikes.

Detail: Purchase price history per item with change vs previous price and vs standard cost

Links steel, copper, aluminium and cotton index prices to price-variation clauses.

What works today: Commodity index prices entered manually with change vs previous; no live feed or automatic price-variation claims

Stock by plant and warehouse.

Configurable tracking per industry.

For electronics and engineering goods.

Detail: Serial numbers per unit at dispatch: required for items flagged serialized, optional for finished goods under the company rule; unique per item, entered or generated, each unit registered in the installed base

First-expiry-first-out picking for pharma and food.

Detail: FEFO picking implemented in the domain; not covered by a dedicated test

Automatic lot picking and splitting.

Stock is blocked until QC passes.

Every movement with full audit.

Value by item, warehouse and category.

Material issued to production, tracked as WIP.

Separate tracking for indirect items.

Material reserved against work orders on release.

Min/max/reorder with auto requisition.

Detail: Reorder suggestions counting open POs and indents (MOQ multiples); one-click reorder indent and an optional daily job

Classifies stock by value, variability and movement speed.

Detail: ABC by 12-month consumption value, XYZ by monthly variability, FSN by movement, with an ABC × XYZ matrix

Ageing with liquidation suggestions.

Detail: Dead stock (no consumption or sale for 180 days and stock on hand older than that) valued and listed; daily in-app alert to stores and finance, once a month

Delivery challan or tax invoice for transfers between GSTINs.

What works today: Inter-store transfers with goods in transit; transfers between different GSTINs are flagged but the tax invoice and e-way bill are not raised automatically

Item, lot and bin labels on Zebra/TSC printers.

What works today: QR lot labels (item, lot, quantity, expiry) printable from the lots list; no direct Zebra/TSC printer driver

Buy in tonnes, store in kg, issue in pieces; for example coils → sheets.

Detail: Alternate units per item (e.g. box = 100 nos); quantities and rates can be entered in them on quotations, orders and POs and are stored in the stock unit

For garments and footwear.

Detail: Size × colour variant creation from a base item and a stock grid per cell; variants share the base BOM/routing

FIFO, weighted average and standard cost, plus month-end revaluation.

Detail: FIFO (lot costs, oldest first) or weighted average per item: receipts, returns, production and landed cost re-average the item lot costs

Mobile counting with variance approval.

Detail: Count sheets per warehouse with frozen system quantities, counted entry, printable sheet and variance posting through stock adjustments; no mobile scanning app

Scrap sale, with GST on scrap and TCS on scrap sale.

What works today: Scrap sale invoice with GST and TCS; scrap is not tracked as stock and by-products are not valued

For tools, dies, pallets and crates sent outside.

Detail: Returnable (RGP) and non-returnable (NRGP) gate passes; partial returns, overdue highlight. No stock posting (for assets and non-stock material)

Vendor-owned stock at your site and your stock at a customer's site.

Detail: Vendor consignment stock held unvalued at our site; using it moves it to own stock and books the supplier bill

Inter-plant goods in transit visibility.

Detail: Transfers dispatched into an in-transit status and received at the destination; a warning when the stores are under different GSTINs

Scanner-first inbound receiving.

Detail: Scanner-first lookup by handheld (keyboard) or camera (BarcodeDetector); receiving from expected POs with dock appointments

Directed putaway to bins.

Detail: Bin, operator and time recorded; stock move logged; lot leaves the putaway queue

Lot-allocated pick lists.

Pack verification.

Scan-out and dispatch.

Bin-level stock.

Detail: Bin occupancy from stock lots with per-bin capacity on the warehouse: how full each bin is, put-away and relocation cannot overfill; warehouse utilisation from bins in use

Periodic bin counts.

Detail: Posting a count creates stock adjustments with balanced journals

Works on phones and handheld scanners.

Pick for many orders at once.

Detail: Waves of 2+ pick lists with a consolidated bin-sorted list; confirming picks every delivery

AI suggests the best bin location by movement speed.

Detail: ABC by 90-day pick count; A items moved to front-aisle bins (rule-based, not AI)

Inbound straight to outbound.

Detail: Freshly received lots needed by open deliveries go straight to the dispatch dock and onto the delivery

Nested packaging hierarchy.

Detail: Cartons/crates/bags with contents and weight, palletised into pallets; LPN labels with QR; package count and weight flow to the delivery

Bulk read of tagged items.

What works today: Bulk tag reads pasted from a keyboard-mode reader or its CSV are reconciled against expected lots; no direct reader integration

Book truck slots for loading and unloading.

Detail: Dock bookings per dock with overlap check, linked PO/delivery, arrival/progress/done/no-show

Billing per client for logistics businesses.

Detail: 3PL contracts with storage per unit-day from replayed moves and in/out handling, billed monthly as a GST service invoice

Hands-free picking with Indian-accent voice.

What works today: Browser speech reads each pick (en-IN voice where installed) and listens for done/next/repeat (Chrome speech recognition); accuracy depends on the browser

Send material for processing.

Detail: Rule 45 challan; lots move to "at job worker" (still valued in the books, not available)

Track material at each job worker.

Detail: Pending quantity, value at job workers and return deadline per challan

Receive processed goods.

Detail: Accepted back to stock, rejected kept as rejected stock, loss written off; partial receipts

The mandatory GST job-work return is built from challans.

What works today: Table 4 and 5A working from challans and stock moves with CSV export; no portal JSON

GST-compliant delivery challan with e-way bill.

Detail: Rule 45/55 challan print (description, HSN, qty, value, return-by, not-a-supply note, e-way bill notice above ₹50,000); e-way bill for challans not generated

Alerts before the GST deemed-supply deadline for inputs and capital goods.

Detail: 1-year (inputs) / 3-year (capital goods) deadline per challan; deemed-supply alert when exceeded

Normal versus abnormal loss per job worker.

Detail: Process loss norms; loss per challan split into normal and abnormal with the recoverable value

Conversion-charge billing and vendor bill matching.

Detail: Job worker's conversion bill against the challan (billed ≤ returned good), GST input credit, TDS 194C via the vendor's section, AP posting

Track customer-supplied material and bill conversion charges.

Detail: Customer material received for job work (outside our stock value), returned on our challan with waste, conversion billed as a service invoice

Job workers update status and upload challans from their phones.

In the demo: Job worker uses the portal link to post status updates and return challan numbers and upload challans

Material moves job worker A → B → C with no return in between.

Detail: Goods forwarded directly from one job worker to the next on a new challan; original challan closes for the forwarded quantity

Basic outbound logistics.

Rate per kg, trip or km.

Detail: Rate cards per transporter (per kg / trip / km, lane, minimum); freight computed at booking

Lorry receipt generation.

Detail: Lorry receipt for one or more deliveries with vehicle, driver, route, weight, packages and freight terms; printable LR; delivery records updated

Live in-transit tracking without a GPS device, via SIM consent or FASTag.

What works today: Driver link shares the phone's location every 2 minutes while the page is open; no FASTag, SIM-consent or GPS device feed

Driver app with photo and signature.

Detail: Driver link records receiver name, photo of the signed copy, drawn signature and location; deliveries become Delivered

Matches transporter bills with LRs.

Detail: Transporter bill matched to delivered LRs with variance alert, GTA reverse charge or forward GST, AP posting

Shiprocket, Delhivery, Blue Dart and India Post.

Truck utilisation and route optimisation.

What works today: Packed deliveries grouped by destination and packed into vehicle sizes by weight with utilisation; no route optimisation

Diesel, trips, tyres, driver expenses and vehicle documents (RC, PUC, permit) with expiry alerts.

Detail: Own vehicles with RC/insurance/PUC/permit/fitness expiry in the compliance calendar, diesel/toll/repair logs with km per litre

Proforma, commercial invoice, packing list, certificate of origin and shipping instructions.

What works today: Export invoice (LUT / IGST wording, currency, rate) and packing list printable; no certificate of origin or bill of lading

Ties customs documents to invoices.

What works today: Shipping bill number, date and port recorded per export invoice; ICEGATE not connected

RoDTEP, Drawback and RoSCTL claims and scrip tracking.

Detail: RoDTEP, drawback and RoSCTL claims on export invoices with shipping bill (rate × FOB), receivable booked, scrip issue / receipt / utilisation tracked

Licence-wise import entitlement and export-obligation tracking.

Detail: Advance Authorisation and EPCG with import entitlement, duty forgone on imports, export obligation fulfilment from export invoices, deadline in the compliance calendar

Realisation tracking against the FEMA 9-month deadline.

What works today: Realisation in foreign currency with exchange difference and eBRC reference per invoice; EEFC accounts not modelled

BCD, SWS, IGST and landed cost per item.

Detail: Bill of entry with BCD, SWS on BCD and IGST on (AV + BCD + SWS); duty added to the GRN's lot costs, IGST as input credit, forgone under a licence

Booking, ETD/ETA and documents.

What works today: Shipments with booking, containers, vessel, BL/AWB, ports, ETD/ETA and status history updated by the team; no carrier or port tracking feed

With scrap allowance and BOM explosion.

Detail: BOM editor with draft/release versioning; circular and self references refused

Operations, work centres and standard times.

Detail: Routing editor with revision bump; machine must belong to the work centre

Attach drawings and specs to items and BOMs.

Detail: Drawing register with revisions, release and real file attachments

Track engineering changes.

Detail: ECN stage changes persist; implementing an ECN updates the item revision

A reusable operation library.

Plan with the right BOM revision by date or serial.

Detail: Release with a future effective date; planning picks the revision effective on the day

Percentage-based formulas with potency and yield for pharma, chemicals and food.

Detail: Percentage formulas with yield gross-up and a potency-adjusted batch sheet; formula inputs with a standard potency are issued by active content (lot assay), logged per lot

Multiple outputs from one process, for example refining and dairy.

Detail: Co-/by-products on the BOM received with the main product at standard cost and credited out of its roll-up

Substitutes when the primary material is short.

What works today: Alternate materials issued automatically when the primary is short; no alternate routings

Imports the BOM from CAD files.

In the demo: Imports a CAD BOM-table CSV export (SolidWorks/AutoCAD/Inventor) into a draft BOM; no native CAD file parsing

Shows affected stock, open WOs, POs and cost before approval.

Detail: ECR with linked draft BOM; impact on stock, open WOs/POs/SOs, assemblies and unit cost; maker-checker approval; implementing releases the BOM

For automotive suppliers to OEMs.

Detail: AIAG 18-element PPAP by level with submit/retain, references, files, submission and customer decision

Instant impact of a component change.

Detail: Multi-level where-used and component cost what-if on every parent

Tool life (shots/strokes) tracking with refurbishment alerts.

Detail: Tool/die/mould master; shots counted from completed job cards by cavities; refurbishment and end-of-life alerts

Shows demand − (available − reserved) − open PO + safety stock = net.

Flags materials that will run short.

Auto-creates PO and WO suggestions.

Adds a configurable scrap percentage.

Every requirement is traced back to the SO.

Forecast + orders → weekly/monthly build plan.

Detail: Weekly MPS: forecast vs orders, scheduled receipts, lot-sized MPS, projected balance, ATP; firm to production order

A monthly consensus plan with financial impact.

Detail: Monthly S&OP per product family with baseline, revenue/cost/margin, save and consensus agreement

Inter-plant demand and supply.

What works today: Shortages coverable from another plant's stock and depot transfers; MRP itself nets company-wide

"What if this order doubles?" with impact on material, capacity and cash.

Detail: MRP re-run on a copy with extra demand: material, purchase cash, new shortages and capacity load

EOQ, fixed, lot-for-lot and minimum order quantity.

Detail: Lot-for-lot, fixed, EOQ and MOQ rules per item applied in MRP

Dynamic safety stock by demand variability.

Detail: Statistical (not AI): z × σ of daily usage × √lead time, with reorder level; apply per item or all

Replenishment planning for depots and branches.

Detail: Depot cover days from dispatch history; transfer from the plant FG store through stock-in-transit

Required versus available hours.

Flags overloaded work centres (>100%).

One-click capacity fix.

Detail: Exercised in the guided demo run

Deducts planned maintenance and breakdowns.

Detail: Scheduled maintenance orders and open breakdowns (remaining time from MTTR) block machine time and reduce available hours

A visual machine schedule with drag-drop rescheduling.

Detail: Finite Gantt from the scheduler; drag to resequence on a machine or move to another machine in the work centre

Schedules with material, tool, operator and machine constraints at once.

What works today: Finite forward scheduling with shifts, maintenance/breakdown blocks, operation precedence and material arrival; tool and skill problems are flagged, not optimised

Minimises changeover, for example light → dark colour or thin → thick gauge.

Detail: Groups jobs by colour/shade/gauge/thickness/grade attributes light→dark, thin→thick; shows changeovers before/after and applies the queue

Assigns jobs only to qualified operators.

Detail: Operator assignment limited to level-3+ skill holders for the operation; unqualified assignments flagged on the schedule

Automatically reschedules when a machine stops.

Detail: A breakdown moves queued jobs to the least-loaded working machine in the work centre and the schedule recomputes live

Shows the effect of a new order on all existing promises.

Detail: Schedules a hypothetical order and lists existing orders whose completion moves or becomes late

Create, release and close.

Release multiple WOs together.

FIFO/FEFO lot issue.

Auto-generated from the routing.

Stage-wise work in progress.

Daily output charts.

Detail: Output trend computed from production receipts, orders due and job-card scrap logs (Production page); dashboards still use the seeded series

Reason-coded scrap.

An electronic batch record for pharma and food (Schedule M).

Detail: Batch record assembled from BOM, lot-wise dispensing, operations, checks and deviations; production sign then QA release by a different person

Separate rework flow and costing.

Detail: Rework orders from rejected stock; good returns to stock, scrap written off to Rework & Scrap Loss; labour and scrap cost per order

Multiple outputs from one batch.

Detail: Co-/by-products received with the main product (see 13.8)

Planned versus actual yield with variance reasons.

Detail: Planned (BOM) vs actual yield per order with scrap reasons and a recorded variance explanation

Electronic kanban for repetitive lines.

Detail: Kanban loops with container/card counts from available stock; signal raises a production order or indent for empty containers

For assembly lines.

Detail: Takt-based station grouping in routing order, balance efficiency, operations exceeding takt

Third-party manufacturing for brand owners (pharma, FMCG).

Detail: Brand owner's material, loan-licence orders, customer-owned output, conversion service invoice and return challan

Daily plan versus actual per shift and line.

Detail: Per work centre and shift: plan from the finite schedule and actual output (completed cards by finishing shift, running work in the current shift)

A touch-first kiosk for operators.

Detail: Exercised in the guided demo run

Shows the next jobs, with a priority customer flag.

One-tap execution.

Detail: Jobs on a broken-down machine are rerouted to another machine in the work centre, or refused

Good-quantity counting.

Detail: Server advances running jobs every 3 s (was every 1 s in the browser)

Reason-coded reject entry.

Logs downtime with a reason.

Detail: Breakdowns recorded and stop minutes per job card captured with the operator's reason

Live efficiency display.

No passwords on the floor.

What works today: Badge (RFID/barcode keyboard-wedge) identifies the operator on a signed-in terminal and is assigned on START; no face recognition

Hindi, Marathi, Tamil, Gujarati and other languages with picture-based buttons.

Detail: Terminal in English, Hindi, Marathi, Tamil and Gujarati with icon buttons; choice remembered per terminal

Step-by-step with images and video at the machine.

Detail: Approved work instructions linked to item/operation shown at the machine as numbered steps with image/MP4 attachments

Quality entry without leaving the station.

Detail: First-piece and patrol checks raised from the terminal open the inspection form

Raise a call for help (material, quality, maintenance) and escalate on WhatsApp.

What works today: Material/quality/maintenance/supervisor calls with acknowledge/resolve and automatic escalation at 10 and 30 minutes (in-app notifications); no WhatsApp delivery

Digital shift reports.

Detail: Shift handover per work centre with output/rejections from job cards, issues, pending and safety; acknowledged by the incoming shift

Output feeds directly into payroll, for garments and textiles.

Detail: Operator's good pieces and piece-rate earnings today on the terminal; earnings flow to payroll (24.11)

Works through Wi-Fi drops.

What works today: Terminal commands queue in the browser while offline and replay on reconnect; the screen does not update until synced

Live machine state.

Detail: Machine status comes from server data (changed by shop floor / breakdown commands)

Spindle load and temperature charts.

Detail: Readings stored in machine_readings; device ingestion with per-device keys; on demo servers a labelled simulated gateway supplies data

Availability × performance × quality.

In the demo: OEE values are seeded; no machine signal capture

Plug-and-play counters and current sensors for old Indian machines without PLCs.

What works today: Device ingestion API with per-device keys is ready for a low-cost kit; no hardware kit or firmware

Connects to modern PLCs and CNCs.

In the demo: HTTP ingestion only; no OPC-UA/Modbus/MQTT gateway

kWh per machine, per part and per shift, with power-factor alerts.

Detail: kWh per machine from power readings, kWh per part from part counters, lowest power factor with alert level; device vs simulated source shown

The machine stops and the operator is asked for the reason on the terminal.

Detail: Pausing or a device power drop opens a stop; the terminal asks for the reason and the minutes are added to the job card's downtime log

Vibration and temperature thresholds trigger maintenance work orders.

Detail: Thresholds per metric (and machine) on device readings open a predictive maintenance order; simulated readings never trigger

A live plant layout with machine status.

Detail: Drag-and-save plant layout with live machine status, current operation and latest power / temperature

Parameters with target, minimum and maximum per stage.

GRN-linked QC with stock release.

Stage-wise checks.

Detail: Requested from a job card; failures raise an NCR

Release to FG stores.

Record and track non-conformances.

Detail: Raised automatically on failed inspections; failure path not in an automated test

Corrective and preventive actions.

Complaint register.

Detail: Log complaint form; critical/major complaints raise an NCR

Defect Pareto and trends.

Detail: Pareto computed from NCR quantities and inspection defect tallies (90 days)

Auto-generated quality certificates.

Detail: Generated client-side from inspection data

Customer and supplier PPM.

Detail: First-pass yield from job cards; customer PPM (complaints per million dispatched) and supplier PPM (incoming rejections per million received) computed from records

Statistical process control with live alerts.

Detail: X-bar/R charts and Cp/Cpk from recorded inspection readings; Western Electric rules raise a notification

The full 8D workflow for automotive.

Detail: CAPA 8D disciplines D1–D8; D4/D5/D7 feed root cause and actions; verification requires a recorded root cause

Calibration due alerts and MSA studies.

Detail: Gauge register, calibration history, out-of-calibration alert and calendar due dates; Gauge R&R (AIAG Average & Range: EV, AV, PV, %GRR, ndc) recorded on the gauge

Indian Standard sampling tables built in.

Detail: IS 2500 / ISO 2859-1 single sampling (normal) by AQL and level; applied to count-unit inspections

Vendors respond to NCRs and upload CoAs.

In the demo: Supplier answers NCRs and uploads CoA / 8D files through the portal link

Lab test requests, results and stability studies for pharma, chemicals and food.

Detail: Lab requests with spec limits, OOS flagging and stability pull schedules

One click from customer complaint → lot → raw-material heat → vendor.

Detail: Backward and forward lot genealogy via GRN lots, per-lot material issues, production and dispatches; complaint start point

Identify and block affected lots and customers instantly.

Detail: Recall traces forward, quarantines stock on hand and lists affected dispatches/customers

SOP versioning, training records and audits.

Detail: Controlled documents with revisions, maker-checker approval, review dates, doc-linked training records and internal audits raising CAPAs

Tracks Quality Control Orders and ISI licence validity for affected products.

Detail: BIS/QCO licence register; invoicing blocked once every covering licence has lapsed; renewals in the compliance calendar

Scheduled PM.

Breakdown logging and repair.

Spares inventory linked to maintenance.

Detail: Spares issued from stock against the work order (stock movement + cost)

Reliability KPIs.

Detail: MTBF/MTTR computed from breakdown work orders

Plan and close maintenance jobs.

Scan a machine to see its history, manuals and open jobs.

Detail: Machine QR tags open the machine record (history, open work orders); no manuals store

Triggered by hours, strokes or IoT readings.

What works today: Running-hours PM from job-card run time; no stroke counters or IoT condition triggers

Photos, checklists and spares used, offline.

In the demo: Assign, issue spares and complete with labour hours and notes on a responsive screen; no photos, checklists or offline mode

Vendor AMC contracts with renewal alerts.

Detail: AMC/CMC/warranty register with expiry highlighting; contracts ending within 30 days alert the maintenance and plant managers once (in-app)

Boiler, pressure vessel, lift, crane and fire-equipment inspection due dates (Factories Act).

Detail: Equipment examination register; due dates feed the compliance calendar

Spares + labour + downtime cost.

Detail: Spares + labour (rate entered) per asset with downtime hours

Compressor, DG set and boiler logbooks with diesel consumption.

Detail: Meter readings and consumption between readings for any utility meter

Available in onboarding.

What works today: Selectable and stored; no ETO-specific flow

Phases, tasks and milestones.

Detail: Projects with WBS tasks (parent codes), dates, progress, assignees and billing milestones

Material, labour and overhead by project.

Detail: Budget by material/labour/overhead vs actual from project issues, timesheets and expenses booked to the project cost centre

Advance, running bills and retention money.

Detail: Milestone, running and final bills as % of contract with retention withheld (Retention Receivable), advances on the order adjusted, retention release

Material reserved and costed per project.

Detail: Stock reserved for and issued to a project, costed to WIP under the project cost centre

Planning for project-based manufacturing.

Detail: Task timeline bars against the project span and weekly hours per assignee with overload highlight; editing is tabular (no drag)

Track performance and advance BGs with expiry.

In the demo: Performance/advance BG, bid bonds and LCs with margin, extension, release/invocation; expiry in the compliance calendar

Field installation reports.

Detail: Installation, commissioning, daily progress and handover reports with customer representative sign-off; commissioning moves the project stage

Per order and product.

Detail: Standard from BOM (with scrap) and routing at work-centre rates; actual from issued lots at their cost and recorded run time on completed orders; overhead % configurable (replaces simulated actuals)

Material + labour + overhead = total manufacturing cost.

Against the selling price.

Cost-variance status.

True margin after freight, discounts, credit cost and returns.

Detail: By customer and product: net sales, returns, standard cost, LR freight shared by weight, credit cost for days outstanding

Includes power, depreciation, labour and overhead.

Detail: Per work centre: depreciation of linked assets, maintenance cost, power (kW × tariff × load factor), operator labour; can replace work-centre rates

Estimates the cost before quoting, for ETO and job shops.

Detail: Estimate material with scrap, operations at work-centre rates with setup over the lot, extras, overhead and margin to a quote price; saved estimates

Overhead allocation by drivers.

Detail: Activities with GL cost pools and drivers (setups, inspections, moves, POs, machine hours) allocated to products

For companies under the Companies (Cost Records & Audit) Rules.

What works today: Product-wise cost statement with CRA-1 headings and reconciliation to the financial books; cost audit report and filing are outside

Recalculates margin when a commodity price moves.

Detail: What-if commodity price recalculates tagged component costs and product margins

Chart of accounts and journal entries.

Invoices, bills and stock post automatically (AR, Sales, GST, COGS).

With ageing buckets.

Vendor dues.

Receipts and payments.

Detail: Vendor-payment approvals now post their journal (previously missing)

Match bank entries with books.

In the demo: CSV statement import (common Indian bank layouts), duplicate-safe; auto-match by amount, ±5 days and reference; manual match/unmatch; charges and interest booked from the statement; reconciliation statement

Departmental accounting.

Detail: Expenses and income by cost centre from the ledger (FYTD and current month)

Financial statements.

Detail: Built from GL balances with a chart of accounts; balance sheet balances and cash flow reconciles to bank (checked in tests for all demo companies and after live postings); opening balances and labelled monthly summaries cover months before the detailed history; tax is estimated, not provided

₹ lakh/crore formatting and amount in words.

Fast keyboard-only vouchers so accountants switching from Tally feel at home.

Detail: Journal, contra, payment and receipt vouchers (F4–F7, Enter / Ctrl+Enter) with bank/cash rules and their own series; control accounts are posted by their documents

Auto-import statements and auto-match.

Pay vendors directly with maker-checker control.

In the demo: Vendor payment file (CSV: beneficiary, account, IFSC, amount) for upload to net banking; no bank API or bank-specific formats

Razorpay/Cashfree links with auto-reconciliation on receipt.

What works today: UPI QR for the amount due printed on sales invoices (store UPI ID); receipts recorded with the UTR — no Razorpay/Cashfree link or automatic reconciliation

Push MSME receivables to RXIL, M1xchange or Invoicemart for early cash.

What works today: TReDS discounting recorded from the platform: receivable settled without recourse, discount to finance cost; no RXIL/M1xchange/Invoicemart API

Tally-style bill references.

Detail: One receipt or payment settles several bills; unallocated amount kept on account and allocated later; Rule 37 credit reclaimed on allocation

Track PDCs and print cheques for all banks.

Detail: Cheque register (received and issued, post-dated), clearing posts the receipt/payment, bounce alerts, cheque print layout

Both books (SLM/WDV, block-wise).

Detail: Companies Act SLM in the books plus income-tax block-wise WDV (half rate under 180 days, sale proceeds) and the timing difference

Department and cost-centre budgets.

Detail: Annual budgets per cost centre and account; budget vs actual from the ledger, phased by month; control on expense bills (off / warn / block). PO commitments are not checked

For exporters and importers.

What works today: Foreign-currency receivables: invoice rate, realisation with exchange gain/loss, period-end revaluation; foreign-currency purchases are not yet supported

Term loans, CC/OD limit tracking, interest and drawing-power statements for banks.

Detail: Term loans with reducing-balance EMI schedule; disbursement and each EMI split into principal and interest in the ledger

Companies Act-format BS/P&L with notes.

Detail: Statements grouped by Schedule III line items, with notes from the books (receivables and payables ageing with the MSME split, inventories by class, cash and bank); policy and disclosure notes are the auditor's

An undeletable edit log as required by the MCA rule (Rule 3(1)) since April 2023.

In the demo: GL, stock moves and business audit are append-only in the database; master edits record old → new per changed field with bank, PAN, UAN and similar identifiers masked

Automated FY close.

Detail: Closing journal moves the year income and expense to Reserves & Surplus on 31 March and locks the books; statements stay balanced

Read-only auditor access with query threads.

In the demo: Read-only Auditor role (all finance and operational views, no postings) with query threads on documents answered by the team

Photo receipts, approvals and reimbursement.

What works today: Expense claims by any user with bills attached; finance approves (not own claims), posting by category, and pays; petty cash is kept through journal vouchers on Cash in Hand. No mobile app or receipt scanning

Auto mirror entries between group companies.

Detail: Sales to a group company (by GSTIN) mirrored as a purchase bill in that company for users who belong to both; both documents cross-referenced

For larger companies.

Output/input tax summary.

Detail: Per return period (month) from invoices and bills dated in it

Based on place of supply and state codes.

Detail: Integer-paise arithmetic; CGST/SGST split exactly

Auto tax rate by HSN.

Format and checksum validation.

Created → submitted → IRN → signed QR → validated.

In the demo: Server adapter: IRN = SHA-256 per NIC formula, idempotent, logged; QR header marked SIMULATED. Live GSP not configured

Generate e-way bills from invoices.

In the demo: Server adapter with validation and validity rule; distance and vehicle as entered; live NIC not configured

GSTR-1 and GSTR-3B summaries.

Detail: GSTR-1 (B2B, B2CS, HSN) and GSTR-3B summaries per month; GSTR-1 JSON in the offline-tool layout is a real download (to validate in the offline tool); no filing

A workflow rule.

Detail: When the rule is on, new sales invoices are registered with the (simulated) IRP in the same transaction; an IRP rejection leaves the invoice posted with a warning

Real e-invoice and e-way bill APIs, including cancel within 24 hours.

File from the ERP with EVC/DSC.

Invoice-level matching with fuzzy logic, plus vendor follow-up.

What works today: Upload GSTR-2B JSON; match by GSTIN + normalised number, then GSTIN + tax + date (±3 days); mismatch over ₹1; not-in-2B and not-in-books lists with export. Supplier follow-up messages not sent

180-day non-payment reversal, Rule 42/43 reversal and blocked-credit (Sec 17(5)) tagging.

What works today: Blocked credit (s.17(5)) per expense line; Rule 37 reversal after 180 days unpaid with proportional reclaim on payment; 3B tables 4(A)(3), 4(A)(5), 4(B)(1), 4(B)(2). No Rule 42/43 common-credit reversal

Accept, reject or keep-pending inward invoices on the GST portal from the ERP.

Auto self-invoice for GTA, legal and unregistered purchases.

Detail: RCM suppliers (e.g. GTA, advocates): supplier paid the taxable value, GST self-assessed to RCM payable and claimed as credit; self-invoice number for unregistered suppliers; 3B 3.1(d)

Part-B update, extend validity, consolidated EWB, multi-vehicle.

In the demo: Part B vehicle change, validity extension (8-hour window), cancellation (24 hours) and consolidated EWB through the integration framework in simulation mode; every call logged

Auto-prepared with reconciliation.

What works today: GSTR-9 working per GSTIN and year: tables 4, 6, 7, 17 and 18 from the books with HSN exports; no 9C reconciliation or tax-paid table from filed returns

Section-wise deduction (194C, 194J, 194Q, 194H), Form 26Q/27Q, Form 16A and challan 281.

What works today: 194C/194J/194H/194Q deduction on vendor bills with thresholds, catch-up and 206AA; challan deposit with 201(1A) interest; 26Q working export. No FVU file, Form 16A or 27Q

TCS on scrap and other goods, with Form 27EQ.

What works today: TCS at 1% (5% without PAN) on scrap sales under 206C(1), TCS payable and monthly deposit; no Form 27EQ file

Section 206AB / non-filer check before payment.

Detail: Suppliers whose bills are missing from loaded GSTR-2B months, GST at risk, payment hold enforced on vendor payments (206AB withdrawn from April 2025, so no TDS change)

LUT, zero-rated supplies, SEZ, IGST refund tracking and shipping-bill linking.

What works today: LUT recorded with validity and enforced on LUT exports; zero-rated supplies in GSTR-1 EXP (WOPAY/WPAY) with shipping bill; IGST refund tracking and SEZ not built

Many GSTINs in one view.

Detail: Registrations from plants; invoices and bills booked to the registration of the dispatching or receiving plant; GST reports, GSTR-1 JSON and GSTR-2B per GSTIN; e-invoice and e-way bill from that GSTIN. Inter-state stock transfers between own GSTINs not yet taxed

Due dates for GST, TDS, PF, ESI, PT, ROC and advance tax, with WhatsApp reminders.

What works today: GST, TDS, PF/ESI, PT (Maharashtra), advance tax, 26Q, ITC-04, MSME-1, GSTR-9, tax audit and ITR due dates; TDS status from the books, others marked done with ARN. No reminders by WhatsApp/email

Track DRC-01, ASMT-10 and other notices with responses and documents.

Detail: Notice register per GSTIN (ASMT-10, DRC-01…) with reply/hearing deadlines in the calendar, reply acknowledgement, outcome and documents

MRP and net-quantity declarations on packaged goods.

Detail: MRP, net quantity, best-before and manufacturer / consumer-care declarations checked per product; printable pack label per lot

Packaging data for CPCB EPR portal returns.

What works today: Plastic / e-waste / battery quantities placed on market from sales and item packaging weights against EPR certificates bought; portal return filed outside

Energy, water, waste and emissions data for listed companies and their supply chains.

What works today: BRSR Principle 6 indicators (energy, Scope 1/2 emissions, water, waste, intensities) from meter readings, fleet diesel, scrap and turnover; social and governance principles not computed

Consent management and personal-data access logs for customer and employee data.

Detail: Consent register, data-principal requests with due dates and erasure of lead/member data, and a log of who opened personal records

Departments and roles.

Detail: Employee master with pay details (gross, PF/ESI flags, bank, IFSC, UAN, ESIC) created and edited in Master Data → Employees

Imports attendance from devices.

In the demo: Attendance records are real and persisted; the biometric device sync is simulated (deterministic punches) and labelled; manual corrections; locked after payroll approval

Gross earnings, deductions and net pay.

Detail: Pro-rated earnings from attendance, double-rate overtime, PF (₹15,000 ceiling), ESI (≤ ₹21,000), PT, TDS estimate; maker-checker approval; accrual + payment journals

PT deduction.

Detail: Slabs for Maharashtra (incl. Feb), Karnataka, Gujarat, Telangana, Tamil Nadu, West Bengal; other states flagged as not configured; gender exemptions not modelled

Payout files and payslips.

In the demo: Salary bank file (CSV, masked accounts) and payslips generated from the payroll run; bank upload simulated

Auto-generate and upload files.

What works today: PF ECR text file (EPFO layout), ESIC contribution file, PF challan heads (A/c 1, 2, 10, 21), deposits with TRRN/challan and 12% interest when late; calendar tracks them. No ESIC half-yearly return or s.14B damages

Rules for all states.

What works today: Professional tax for six states; labour welfare fund with configurable employee/employer amounts and months, deducted in payroll and accrued

Includes old/new regime choice by the employee.

Detail: Monthly salary TDS under the new regime (with marginal relief above ₹12 lakh) or the old regime with declared deductions within limits, chosen per employee; no Form 24Q or Form 16 file

Including double-OT as per the Factories Act.

Detail: Shift timings with saved grace minutes; rotating weekly rosters; late marks against the shift worked that day; overtime at double rate from attendance

Contractor-wise workers, wage compliance and PF/ESI proof.

Detail: Contractors with CLRA licence and validity, register of contract workers, monthly days and wages, principal employer verification of wage, PF and ESI payment

Paid from shop-floor output (garments, textiles, assembly).

Detail: Piece rates per operation; earnings from completed job cards (good pieces) added to payroll gross for the operator

State-wise and skill-wise wage revisions.

What works today: Minimum wages by skill category entered by HR; employees below them listed. Rates are not updated automatically from notifications

For field staff and multi-site teams.

What works today: Punch in/out from the phone inside a plant geofence (distance and GPS accuracy checked); no face recognition

Salary advance with EMI recovery.

Detail: Leave (casual, sick, earned, unpaid) with balances, applications, approval marking attendance; loans and salary advances recovered through payroll

Payslips, leave, attendance and IT declarations in regional languages.

What works today: My HR page: own payslips and leave balance/application for users linked to an employee; no mobile app

Payment of Bonus Act and gratuity calculations.

Detail: Full & final: gratuity (15/26 × basic × years from 5 years, ₹20 lakh cap), earned-leave encashment, loans recovered, payment; statutory bonus provision 8.33–20% on capped basic

Wage definition (50% rule) and code-wise registers.

What works today: 50% wage rule check per payroll line (allowances to add back for PF, gratuity, bonus); other code changes not modelled

Factories Act Form 12/25 and wage register.

Detail: Employee, wage, attendance and advances registers as CSV from the books

Job openings, offer letters, Aadhaar/PAN KYC.

Detail: Job openings and candidate pipeline (applied → joined); joining creates the employee record

Linked to shop-floor scheduling.

Detail: Training records and a skill matrix (levels 1–4) by employee

Sales register, backlog, purchase register, vendor OTIF, stock valuation, production summary, OEE, rejection, AR ageing and GST summary.

Each industry pack adds its own reports.

By plant, period and other dimensions, drilling down to records.

Receivables and stock ageing buckets.

Detail: Debtors ageing by days past the due date of each open invoice (replaced estimated buckets)

Customer and supplier PPM.

Detail: Customer and supplier PPM by month from dispatches, complaints and GRN acceptance; defect and scrap Paretos from NCRs, inspections and job-card scrap logs

From every list.

Detail: CSV and XLS download real files (formula-safe, HTML-escaped); PDF is an A4 landscape print view saved through the browser

Any field, any filter, pivots and charts, saved per user.

Detail: Choose dataset, columns, filters, grouping, pivot column, measure and chart; CSV export; saved per user or shared

Daily or weekly delivery.

In the demo: Daily/weekly/monthly schedules run on a database job queue and produce CSV files in the owner's data scope; email/WhatsApp delivery not connected (in-app notification only)

Stock statement, debtors and drawing power, auto-prepared every month.

In the demo: Stock statement (RM/WIP/FG less aged stock and creditors), debtor ageing and drawing power at the bank's margins, printable

Direct analytics feed.

Detail: Token-protected CSV/JSON feeds per dataset (scoped to the user's role, audited, revocable) for Excel, Google Sheets and Power BI

Fast analytics without slowing transactions.

Slice and dice in the ERP itself.

Detail: Grouping, pivots and charts inside the app via the report builder and dashboards

Ask questions in plain English, such as "Which materials will run short?" or "Why is production delayed?"

What works today: Rule-based intent matching (no language model); answers computed from live data in the browser

Answers are computed from live ERP data, not generic text.

What works today: Answers are computed from the loaded company data; no server-side AI service or permission-scoped tool layer yet

Explains why a product's margin dropped, with cost drivers.

Detail: Assistant margin answer now computed from the books: standard roll-up vs actual cost from completed orders (issued lot cost, recorded run time), realised price and discount from invoices, purchase-rate movement on the main material. Invented percentages removed; rejection Pareto and revenue answers also read real NCRs, scrap logs and invoices.

Search customers, vendors, items, orders, batches/heats/lots, invoices, job cards and machines from anywhere.

Detail: Client-side search over the loaded company state

Ask and answer in Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali and Punjabi, including Hinglish.

What works today: Assistant understands Hindi / Hinglish keywords (Devanagari and romanised) for its intents and has a Hindi suggestion; answers stay in English. No other Indian languages.

An operator or storekeeper says "50 piece complete, 2 reject" and the entry is posted.

What works today: Shop-floor Voice button (browser speech recognition, en-IN / hi-IN): rule parser for start, pause, complete, "50 piece complete" (new reportJobOutput command) and "5 scrap <reason>". Needs Chrome/Edge/Android; hidden elsewhere.

Photograph a vendor bill, PO or delivery challan. AI reads it and creates the purchase bill, PO or GRN draft with GST split.

"Show top 10 customers by overdue in Gujarat" builds a saveable report.

Detail: AI insights → Ask for a report: rule parser maps plain English (dataset keywords, by/-wise grouping, state filter, top N, count/avg) to a report-builder definition that opens editable and saveable.

Sends polite, escalating WhatsApp/email reminders with UPI payment links and logs promises to pay.

What works today: AI insights → Collections: per-customer reminder drafts with tone escalating at 30/60 days, copy / open in email / log as CRM follow-up (addActivity). No automatic sending (no email/WhatsApp gateway).

Predicts demand, proposes POs to the best vendor at the best price, and waits for one-tap approval.

Detail: AI insights → Reorder agent: 12-month consumption forecast (Holt / moving average), safety stock 1.65·σ·√LT, reorder point, cover days and order-now quantity vs available + open PO; raise an indent for selected lines.

Matches purchase books with GSTR-2B, chases non-filing vendors and flags ITC at risk.

What works today: GSTR-2B reconciliation (existing matcher) plus per-supplier follow-up drafts for bills missing from 2B or with tax differences, with credit at stake; copy / email / log. Needs a manually uploaded 2B JSON (no GSP).

Flags unusual discounts, duplicate bills, odd stock movements, price spikes and possible fraud.

Detail: AI insights → Anomalies: z-score discounts, purchase price jumps vs 6-order median, duplicate supplier bills (number, or amount within 7 days), night postings, round-figure manual journals; each with its reason and document link.

Seasonality-aware forecasts for festivals (Diwali, wedding season, monsoon) by SKU and region.

Detail: AI insights → Demand forecast: Holt-Winters with 12-month seasonality when 24 months exist, else Holt trend / moving average; back-tested MAPE on the last 3 months; calendar-month seasonality index for festive peaks. Statistical, not ML.

Uses machine data to predict breakdowns before they happen.

In the demo: AI insights → Breakdown risk: 7-day failure probability from MTBF (exponential model) and hours since last breakdown, plus linear trend of 24 h IoT readings to configured thresholds; schedule a predictive inspection. Statistical, not a trained model.

Correlates rejections with machine, operator, shift, material lot and vendor.

Detail: AI insights → Quality root cause: rejection rate and lift by machine, operator, shift, operation and supplier (GRN), plus scrap-reason Pareto, filterable by product. Correlation, labelled as such.

Auto-fills, suggests prices and warns about credit limits or below-cost selling.

What works today: Item create form suggests category, UoM, HSN, GST rate and lead time from the most similar existing item names (Jaccard on words); plus GSTIN decode on party forms. Not in every form.

Generates a monthly MIS narrative and slides for the owner, bankers and investors.

What works today: AI insights → MIS writer: month-vs-previous KPIs and an editable narrative written from invoices, receipts, job cards and stock; print to PDF. Template-based text, no slides.

Connector stub.

In the demo: Simulation adapter; live GSP credentials not available

Connector stub.

In the demo: Simulation adapter; live NIC credentials not available

Connector stub.

In the demo: Only e-invoice/e-way bill adapters exist; no returns filing adapter

Connector stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

Sync stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

Messaging stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

Device stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

IoT stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

EDI stub.

Note: No adapter; the Integrations screen now shows it as "Not connected"

SSO stub.

Note: No adapter (demo sign-in and email/password only)

Real APIs for every stub above (this is the top priority for go-to-market).

In the demo: Integration framework (simulation/live switch, retries, idempotency, event log) built; only IRP/EWB adapters exist

For partners and custom apps.

In the demo: JSON API with sessions, CSRF and idempotency keys; no API keys, webhooks or public docs

Run Orus for operations while the CA keeps using Tally for books, during transition.

In the demo: One-way export: Tally import XML of journal vouchers for a date range (Admin → Go-live), plus Tally masters import. Not a live two-way sync.

Razorpay, Cashfree, PayU and PhonePe.

Consent-based bank data and faster working-capital loans.

Invoice financing, PO financing and business loans offered inside the ERP from NBFC partners.

Government e-Marketplace orders and invoices.

Amazon, Flipkart, Shopify and ONDC.

MSG91, Gupshup, Interakt and AiSensy.

Third-party add-ons and partner extensions.

Part numbers, OEM schedules, PPM and OTIF.

Heat tracking, MTC and weight-based stock.

Roll tracking, shade and GSM.

Batch, expiry, FEFO, quarantine and CoA.

FEFO, cold chain and shelf life.

Serials and project-type orders.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

Serial numbers and component traceability.

In the demo: Available through Change Industry / onboarding; not a pre-seeded demo company

Weight-based processes and moulds.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

Batch/process orientation.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

Flexible base pack.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

POS-first configuration.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

DMS-first configuration.

Detail: Available through Change Industry / onboarding; not a pre-seeded demo company

Revised Schedule M, eBMR, QR on APIs, NDPS register, drug-licence tracking and the export track-and-trace (iVEDA) portal.

What works today: Pharma pack: drug-licence register with expiry status, NDPS register computed from stock movements for flagged items, QR labels for API batches; eBMR and Schedule M audits exist in Production / Quality. iVEDA export track-and-trace not connected.

FSSAI licence, nutrition labels, allergen control and HACCP CCP logs.

Detail: Food pack: FSSAI licence register, ingredient nutrition and allergen records, nutrition label per 100 g computed from the active recipe and yield (flags missing data), allergen matrix, HACCP CCP log with limit check requiring corrective action.

Coil/sheet slitting and cutting, theoretical weight, scrap yield and price-variation clauses.

Detail: Steel pack: theoretical weight (plate, coil, bar, pipe by density), coil slitting plan with trim and a convertLot command that turns the coil lot into strip lots (cost by weight, trim as scrap), cut-to-length sheets, price-variation clause calculator.

Yarn count, greige → processing → finished fabric, job-work-heavy flow and piece-rate.

What works today: Textile pack: yarn count conversion (Ne/Nm/Tex/Denier), fabric GSM and warp/weft yarn requirement from construction, stage-wise loss from closed job-work challans; piece rates in HR. No dedicated greige/processing documents beyond job work.

Gold/silver by purity and weight, making charges, hallmark (HUID) and karigar job work.

Detail: Jewellery pack: piece pricing by purity, net/fine weight, making (% or per g), stones and 3% GST; HUID register with format and duplicate checks; karigar metal issue/receipt with fine-gram balance after allowed wastage.

Batch, season-wise demand and subsidy tracking.

Detail: Agri-inputs pack: season-wise (Kharif/Rabi/Zaid) demand from invoices, subsidy per unit by product, subsidy due vs received by month with receipts register. Batches/expiry from core inventory.

AYUSH licence and herbal formula management.

What works today: Ayurveda pack: AYUSH licence register, herb monographs (botanical name, part, Sanskrit name), classical reference per product, printable formula sheet from the active BOM.

Projects, milestone billing and site inventory.

What works today: Solar pack: system sizing (modules, inverter, area, generation at PR, payback); projects, milestone billing, BG/LC and site stock use the existing Projects module.

Job estimation, die/plate management and sheet-ups.

Detail: Printing pack: ups per sheet in both orientations with bleed and gripper, job estimate (sheets with wastage, paper kg and cost, plates, impressions, die, finishing, margin → quote per unit), dies listed from the tool register.

Bulk dispatch, weighbridge and dealer DMS.

What works today: Building materials pack: outbound weighbridge slips against deliveries and net vs dispatched-kg reconciliation with tolerance (MT/kg/quintal/bag); dealer DMS is the existing Dealer Management module. No weighbridge hardware integration.