3. Core Features

Project Management

• Creating and Managing Projects:
  • Click on the "Projects" module in the main menu.
  • Select "New Project" and enter project details such as name, description, start and end dates, and assigned team members.
  • Use the project dashboard to monitor progress, update tasks, and communicate with team members.
• Task Assignment and Tracking:
  • Within each project, create tasks and assign them to specific team members.
  • Set deadlines, priorities, and dependencies between tasks.
  • Track task status through the project timeline and receive notifications for upcoming deadlines.
• Resource Management:
  • Allocate resources such as equipment, materials, and labor to each project.
  • Monitor resource utilization and adjust allocations as needed.

Inventory Management

• Tracking Raw Materials and Finished Products:
  • Access the "Inventory" module to manage stock levels for raw materials and finished products.
  • Record incoming shipments, usage, and adjustments.
  • Set minimum and maximum stock levels to trigger reorder alerts.
• Managing Suppliers and Purchase Orders:
  • Maintain a database of suppliers and their contact information.
  • Create and send purchase orders directly from the system.
  • Track order status and receive notifications upon delivery.

Sales and Customer Management

• Creating Quotes and Invoices:
  • In the "Sales" module, generate quotes for customers based on their requirements.
  • Convert approved quotes into invoices and send them to customers.
  • Track payment status and manage accounts receivable.
• Managing Customer Relationships:
  • Store customer contact details and interaction history.
  • Segment customers based on criteria such as industry, purchase history, or location.
  • Use this information to tailor marketing efforts and improve customer service.

Production Planning

• Scheduling and Work Orders:
  • Plan production schedules based on order priorities and available resources.
  • Create work orders that outline specific tasks and instructions for production teams.
  • Monitor work order status and update schedules as needed.
• Quality Control:
  • Define quality standards and inspection procedures for each product.
  • Record inspection results and address any non-conformances.
  • Use data from quality control processes to identify areas for improvement.

Analytics and Reporting

• Generating Reports:
  • Create detailed reports on various aspects of your business, including project performance, inventory turnover, sales trends, and financials.
  • Customize report parameters and export them in formats such as PDF, Excel, or CSV.
• Key Performance Indicators (KPIs):
  • Set and track KPIs to measure business performance.
  • Use visual dashboards to monitor metrics like project completion rates, sales growth, and inventory turnover.

------------------------------------------------------------------------------------------------------