Pronto AI - User Guide

• Go to the Login Page.
• Enter your registered Email Address.
• Click the "Continue with Email" button.
• You can also use alternate login options such as Google or Microsoft.

Tip: Always use the email address that was registered by your organization.

• A 4-digit verification code will be sent to your email.
• Check your inbox (or spam folder) for the code.
• Enter the OTP in the boxes provided on the screen.
• If you do not receive the code, click on "Request a new code".

You can also use the "Open Gmail" or "Open Outlook" buttons to access your code directly.

• A 4-digit verification code will be sent to your email.
• Check your inbox (or spam folder) for the code.
• Enter the OTP in the boxes provided on the screen.
• If you do not receive the code, click on "Request a new code".

You can also use the "Open Gmail" or "Open Outlook" buttons to access your code directly.

• Monthly/Yearly Toggle: Use the toggle switch to select your billing cycle (Save up to 50% on Yearly plans).
• Choose Plan: Select either the Free or Pro plan based on your requirements.
• Start Free: Click the button to gain access to the dashboard.

When you open an asset, the detail page is organized into multiple tabs:

• Asset ID – Unique identifier for each asset.
• Asset Name – Name or label of the asset.
• Asset Type – View depreciation values and financial lifecycle data.
• Category & Subcategory – View and download documents linked to the asset.
• Department – View a complete history of all past assignments for the asset.
• **Asset Status ** – View a complete history of all past assignments for the asset.
• Assign To – View a complete history of all past assignments for the asset.
• Assigned Date – View a complete history of all past assignments for the asset.

Each asset also features a unique QR Code that can be scanned for instant identification and quick access to its records.

To open an asset, click on its name from the All Assets list.

Follow these steps to assign an asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Assign Asset" from the available actions.
3. Fill in the required fields in the Assignment Details section:

1. Select Asset

• Choose the asset you want to assign from the dropdown list.
• Only available (unassigned or eligible) assets will be shown.
• This is a mandatory field.

2. Assign To

• Select the employee or team member to whom the asset will be assigned.
• The list includes all available users in the system.
• This is a mandatory field.

3. Assignment Date

• Displays the date when the asset is being assigned.
• By default, the current date is selected.
• You can change the date using the calendar picker if needed.

4. Notes (Optional)

• Add any additional details such as asset condition, special instructions, or temporary assignment details.

4. Click "Assign Asset" to complete the process.

The asset will be linked to the selected employee and the assignment details will be updated in the system.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to unassign an asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Unassign Asset" from the available actions.
3. Fill in the required fields in the Unassignment Details section:

1. Select Asset

• Choose the asset you want to unassign from the dropdown list.
• Only currently assigned assets will be displayed.
• This is a mandatory field.

2. Unassign Date

• Displays the date when the asset is being unassigned.
• By default, the current date is selected.
• You can modify the date using the calendar picker if required.

3. Notes (Optional but recommended)

• Enter the reason or additional details for unassigning, such as:
  • Employee resignation
  • Asset returned
  • Asset transfer to another department

4. Click "Unassign Asset" to remove the asset from the selected employee.

The asset will become available for reassignment and all assignment details will be updated in the system.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to attach a sub-asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Attach Sub-Asset" from the available actions.
3. Fill in the required fields:

1. Select Parent Asset

• Choose the main asset to which you want to attach a sub-asset.
• This represents the primary asset (e.g., Laptop, Machine, Device).
• Only eligible assets will be displayed in the dropdown.
• This is a mandatory field.

2. Select Sub-Asset

• Choose the asset that will be attached as a sub-asset.
• This represents a dependent or associated item (e.g., charger, mouse, accessory).
• Only unlinked or available assets will be shown.
• This is a mandatory field.

4. Click "Attach Sub-Asset" to link the selected sub-asset to the parent asset.

Note:
Once attached, the sub-asset becomes part of the parent asset and may no longer appear as an independent asset in certain views. The relationship will be reflected in the asset details.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to detach a sub-asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Detach Sub-Asset" from the available actions.
3. Fill in the required field:

1. Select Sub-Asset

• Choose the sub-asset you want to detach from the dropdown list.
• Only currently attached sub-assets will be displayed.
• This is a mandatory field.

4. Click "Detach Sub-Asset" to remove the selected sub-asset from its parent asset.

Note:
Once detached, the sub-asset becomes an independent asset again and can be reassigned or attached to another parent asset. The relationship with the previous parent asset will be permanently removed.

Click "Cancel" at any time to discard the process without saving any changes.

When you open an asset, the detail page is organized into multiple tabs:

• Detail – View the asset's name, unique ID, current status (e.g., Active, Under Maintenance), purchase details, and linked documents.
• Maintenance – View maintenance records and schedules for the asset.
• Depreciation – View depreciation values and financial lifecycle data.
• Document – View and download documents linked to the asset.
• History – View a complete history of all past assignments for the asset.

Each asset also features a unique QR Code that can be scanned for instant identification and quick access to its records.

To open an asset, click on its name from the All Assets list.

Used to track all maintenance-related activities:

• Add service schedules and remarks.
• Monitor past or upcoming repairs.

Manages the asset's financial depreciation:

• View depreciation rate/method.
• Track accumulated depreciation.

Stores invoices, warranty cards, or service reports.

Tracks changes like:

• Who updated
• What changed
• When it was changed

Navigation Path: Dashboard → Asset → Assets With Me

This page shows all assets currently assigned to the logged-in user.

Fields Description

• Asset ID - Unique asset code (clickable).
• Asset Name - Name of the asset.
• Category - Category (e.g., IT Equipment).
• Department - Linked department.
• Location - Physical location.
• Status - Active, Inactive, or Under Maintenance.
• Purchase Date - Date of purchase.
• Supplier - Vendor name.
• Actions - Edit, Delete, etc.

1. Go to Asset → Assets With Me.
2. Click Transfer Request.

Fields:

• Asset
• Employee
• Reason

Click Save or Cancel.

• Pending → Waiting approval
• Approved → Transfer done
• Rejected → Request denied

Filter assets by category, department, location, or status.

Show/hide or rearrange columns as needed.

Upload asset data from Excel or CSV.

• Excel: for offline record-keeping
• PDF: for printable reports

Create QR/barcode labels for physical tagging.

Manage asset status or remove records.

⚠️ Once deleted, records can't be recovered.

• Log in to the PRONTO dashboard.
• From the left sidebar, click on Employees.
• You'll see the list of all employees registered in the system.

1. Click on the Add Employee button (usually on the top-right).
2. Fill in all required fields in the Profile Info tab:
   • Full Name
   • Gender
   • Date of Birth
   • Mobile Number
   • Email Address
   • Country, State, City
   • Address and Pin Code
3. Click Save to create the employee record.

• Click on an employee's name from the list.
• You'll be taken to the Employee Detail page with multiple tabs:

Tabs

• Profile Info - Personal details (Name, DOB, Contact Info).
• Work Info - Job title, Department, Joining Date, Reporting Manager, etc.
• Documents - Upload ID proofs, resumes, or contracts.
• Permissions - Assign system roles or access levels.
• Assigned Asset - View or assign company assets (e.g., laptop, ID card).
• ORG Chart - Check the employee's position in the organization structure.
• History - View past updates or activity logs.

After making any edits, click Update / Save Changes.

The Profile Info tab allows you to view and manage personal details of an employee.
All fields marked with an asterisk (*) are mandatory.

1. Go to the Documents tab.
2. Click Upload Document.
3. Select the file (PDF, JPG, PNG, etc.) and upload it.
4. Add a brief Document Name or Description (e.g., "Aadhar Card", "Offer Letter").

1. Navigate to the Permissions tab.
2. Assign a Role (e.g., Admin, HR, Manager, Employee).
3. Define Access Rights such as:
   • View Only
   • Add/Edit
   • Delete

1. Click on the Work Info tab.
2. Fill or view:
   • Designation
   • Department
   • Date of Joining
   • Reporting Manager
   • Employment Type (Full-Time, Intern, etc.)
3. Click Save when done.

• Open the Assigned Asset tab.
• View all items given to the employee.
• Click Assign New Asset to allocate new equipment.

• Go to the ORG Chart tab to view the employee’s position in the company hierarchy.
Displays
• The employee’s position in the company structure
• Their reporting manager
• Team members reporting to them

1. Open the Work Info tab of an employee.
2. In the Reporting Manager field, select the correct manager or supervisor.
3. After saving, the hierarchy will automatically reflect in the ORG Chart tab.

• Top Node → Senior roles (e.g., CEO, HR Head)
• Sub Nodes → Employees reporting to those roles

The ORG Chart helps visualize the company’s hierarchy clearly.

• Open the History tab.
• Review all updates and changes made to the employee record.
• Helps maintain transparency and audit tracking.

Purpose: Quickly search and narrow down employee records.

Usage:

• Click Filters.
• Filter employees by department, designation, status (Active/Inactive), or location.

Purpose: Bulk upload employee data from an external file (e.g., Excel or CSV).

Usage:

• Use for adding multiple employees at once.
• Ensure your file has correct column format (Name, Email, Department, etc.).

Purpose: Download employee list in Excel format (.xlsx).

Usage:

• Click this to generate a detailed Excel sheet for HR reports, audits, or data backups.

The Manufacturing section is organized into two areas:

• Inventory – Items, Stock Transfer List
• BOM – Bill of Materials, Goods Receipt, MRP Calculator, Production Orders

Basic flow:

Items → Bill of Materials → MRP Calculation → Production Order → Manufacturing → Stock Update

The Items page is used to manage all products, materials, components, and other inventory used within Manufacturing.

The page provides the following options:

• Add Item – Create a new inventory item.
• More Actions – Access additional item-related operations.
• Search – Search for a specific item.
• Filters – Filter items by usage.

To create a new item:

1. Navigate to Manufacturing → Items.
2. Click the Add Item button at the top-right corner.
3. The item creation form will open.
4. Enter the required item information.
5. Save the item.
6. Once saved, the new item will be added to the Items list.

The Add Item feature is used to create and configure items that are purchased, sold, or both purchased and sold by the organization.

The item configuration is divided into:

• Basic Information – Defines the item type, category, name, brand, unit, and pricing information.
• Stock & Inventory – Defines inventory-related information such as alert quantity, opening stock, and location.
• Additional Information – Allows users to upload an item image and provide a description.

The fields displayed on the form depend on the selected Type.

Navigation: Manufacturing → Inventory → Items → Add Item

The Type field determines how the item will be used in the system.

The available options are:

• Purchase Only – The item is intended to be purchased by the organization.
• Sell Only – The item is intended to be sold by the organization.
• Purchase And Sell – The item can be both purchased and sold.

The selected type controls which pricing and inventory-related fields are displayed during item creation.

The Item Category identifies the stage or nature of the item within the manufacturing process.

Available options are:

• Raw Material – Materials used as inputs in manufacturing or production.
• Semi Finished – Items that are partially processed and may require additional production.
• Finished – Completed items ready for sale, delivery, or further business processing.

The following fields are available as part of the item's basic configuration:

• Item Name – Enter the name of the item.
• Category – Select the item's main category.
• Sub Category (Optional) – Select a sub-category when applicable.
• Sub Sub Category Optional – Select a further category level when applicable.
• Unit – Select the unit used to measure the item.
• Has Alternative Item – Indicates whether an alternative item is available.

Fields marked with an asterisk (*) are required.

When Purchase Only is selected, the item is configured specifically for purchasing.

Basic Information

The form provides:

• Type – Purchase Only.
• Item Category – Raw Material, Semi Finished, or Finished.
• Item Name.
• Brand – Select the applicable brand.
• Category.
• Sub Category (Optional).
• Sub Sub Category Optional.
• Unit.
• Has Alternative Item.
• Price (USD) – Enter the purchase price of the item.

Stock & Inventory

The following inventory fields are available:

• Alert Quantity – Defines the quantity used for inventory alert purposes.
• Opening – Specifies the opening stock quantity.
• Location – Select the item's location.
• Sub Location – Select the applicable sub-location.
• Auto Reorder Label – Defines the label related to automatic reorder information.
• Auto Reorder Description – Provides additional information about the automatic reorder configuration.

When Sell Only is selected, the item is configured specifically for selling.

Basic Information

The form provides:

• Type – Sell Only.
• Item Category – Raw Material, Semi Finished, or Finished.
• Item Name.
• Category.
• Sub Category (Optional).
• Sub Sub Category Optional.
• Unit.
• Has Alternative Item.
• Pack Unit – Select the applicable packing unit.
• Sell Price – Enter the selling price of the item.

Stock & Inventory

The following inventory fields are available:

• Alert Quantity – Defines the quantity used for inventory alert purposes.
• Opening – Specifies the opening stock quantity.
• Location – Select the item's location.
• Sub Location – Select the applicable sub-location.

When Purchase And Sell is selected, the item can be used in both purchasing and selling processes.

Basic Information

The form provides:

• Type – Purchase And Sell.
• Item Category – Raw Material, Semi Finished, or Finished.
• Item Name.
• Brand – Select the applicable brand.
• Category.
• Sub Category (Optional).
• Sub Sub Category Optional.
• Unit.
• Has Alternative Item.
• Pack Unit – Select the applicable packing unit.
• Price (USD) – Enter the purchase price of the item.

Stock & Inventory

The following inventory fields are available:

• Alert Quantity – Defines the quantity used for inventory alert purposes.
• Opening – Specifies the opening stock quantity.
• Location – Select the item's location.
• Sub Location – Select the applicable sub-location.
• Auto Reorder Label – Defines the label related to automatic reorder information.
• Auto Reorder Description – Provides additional information about the automatic reorder configuration.

The Stock & Inventory section is used to define the initial inventory information and stock monitoring settings.

Available fields include:

• Alert Quantity – Specifies the quantity at which inventory monitoring or alerts may apply.
• Opening – Defines the opening quantity of the item.
• Location – Specifies the primary location where the item is stored.
• Sub Location – Specifies a more specific storage location.
• Auto Reorder Label – Provides a label for automatic reorder information when available.
• Auto Reorder Description – Provides additional information about the automatic reorder configuration.

The availability of automatic reorder fields depends on the selected item type.

The Additional Information section allows users to provide supporting information for the item.

Upload Image

Users can upload an image for the item by:

1. Dragging and dropping a file into the upload area.
2. Clicking browse to select a file from the device.

Description

The Description field can be used to provide additional information about the item.

The item type determines the commercial information available during item creation.

This allows the item form to display only the fields relevant to the selected purchasing or selling configuration.

The item creation process follows a structured configuration flow:

Select Item Type → Select Item Category → Enter Item Details → Configure Pricing → Configure Stock & Inventory → Add Additional Information

The selected Item Type determines the purchasing and selling fields displayed during configuration.

Items can be filtered by how they are used:

• All – Displays all items available in the system.
• Purchase Only – Items used only for purchasing.
• Sell Only – Items used only for selling.
• Purchase & Sell – Items that can both be purchased and sold.

The Stock Transfer List is used to manage and track the movement of inventory items between locations, warehouses, or stock points.

The page provides:

• Transfer Stock – Create a new stock transfer.
• More Actions – Additional stock-transfer operations.
• Search/Filter – Locate existing transfer records.

To create a new stock transfer:

1. Go to Manufacturing → Stock Transfer List.
2. Click Transfer Stock.
3. Select the Item and enter the Quantity.
4. Choose the Source and Destination location.
5. Add any Remarks if needed.
6. Click Save to confirm the transfer.

A Bill of Materials defines the complete list of components and quantities required to manufacture a finished product.

The page provides:

• New BOM – Create a new Bill of Materials.
• All Statuses – Filter BOMs by status.
• BOM List – Displays all created BOM records.

1. Click + New BOM.
2. Select the Finished Product.
3. Add the required Components and their Quantities.
4. Select the Unit of Measure for each component.
5. Add any Notes if needed.
6. Click Save.

The Raw Materials tab is used to define all materials required to manufacture the finished product.

Each raw material record specifies:

• Material Item
• Quantity required per batch
• Unit of Measure (UOM)
• Scrap / Waste Percentage
• Critical Material indicator

Navigation: Manufacturing → Bill of Materials → Add BOM → Raw Materials

This information is used by:

• Material Requirement Planning (MRP)
• Production Orders
• Inventory Consumption
• Stock Planning

To add a raw material:

1. Click + Add Material.
2. Select the Raw Material Item.
3. Enter the Quantity per Batch.
4. Verify the Unit of Measure.
5. Enter the Scrap / Waste %, if applicable.
6. Mark the item as Critical, if production depends on this material.
7. Save the BOM.

Example:

The Critical option identifies materials that are essential for production.

If a critical material is unavailable:

• Production may be delayed.
• MRP will highlight shortages.
• Procurement teams can prioritize purchasing.

Example:

Mechanical Screen → Critical Material

The Operations tab defines the manufacturing steps required to produce the finished item.

Operations represent the sequence of work performed during production.

Navigation: Manufacturing → Bill of Materials → Add BOM → Operations

Examples:

• Cutting
• Welding
• Assembly
• Painting
• Testing
• Packaging

To add an operation:

1. Click + Add Operation.
2. Select an operation from the list.
3. Arrange the sequence using the Up / Down arrows.
4. Remove unwanted operations using the Delete (✕) option.

Example Production Flow:

Cutting → Welding → Assembly → Testing → Packaging

Production follows the exact order defined in the BOM:

Raw Material → Operation 1 → Operation 2 → Operation 3 → Finished Product

Proper operation sequencing ensures:

• Correct production flow
• Reduced errors
• Accurate production tracking
• Better planning

The QC Review tab is used to attach Quality Control checklists to the BOM.

These quality inspections are executed when the Production Order reaches the QC Review stage.

Navigation: Manufacturing → Bill of Materials → Add BOM → QC Review

To attach a quality checklist:

1. Click + Attach QC.
2. Select a QC Template.
3. Mark it as Mandatory, if required.
4. Save the BOM.

Example QC Checks:

• Dimension Inspection
• Surface Finish Check
• Functional Testing
• Visual Inspection

If a QC template is marked as Mandatory:

• Production cannot proceed without QC completion.
• Quality checks become compulsory.
• Defective products can be identified early.

The Location / External tab is used to define:

• Output Location
• External Processing Steps

Navigation: Manufacturing → Bill of Materials → Add BOM → Location / External

The Output Location specifies where finished goods will be stored after production.

Example:

• Finished Goods Warehouse
• Main Store
• Dispatch Area

This location is automatically used in Production Orders.

Enable Requires External Processing when production involves third-party vendors.

Example:

Production → Vendor Painting → Return to Factory → Final Dispatch

This helps organizations track outsourced manufacturing activities.

The complete BOM flow is:

Raw Materials → Operations → QC Review → Output Location → Production Order → Finished Goods

Goods Receipt is used to record materials or products physically received from a supplier.

The page provides:

• + New GR – Create a new Goods Receipt.
• All Statuses – Filter receipts by status.

1. Click + New GR.
2. Select the Supplier/Vendor.
3. Add the Items received and their Quantities.
4. Enter the Receipt Date and any Reference (e.g., purchase order).
5. Click Save to confirm.

To perform an MRP calculation:

1. Open Manufacturing → MRP Calculator.
2. Select an Approved BOM.
3. Enter the required Number of Batches.
4. Click Run MRP.
5. Review the calculated material requirements.
6. Check the available stock and any identified shortages.
7. Review the status of each material before proceeding with production planning.

Only approved BOMs can be used for the MRP calculation.

After running the MRP calculation, the system displays a summary of the selected BOM.

The summary includes:

• BOM Number / Name
• Product
• Number of Batches
• Overall stock availability status

The system may display a status such as:

Stock Sufficient

This indicates that the currently available inventory is sufficient for the calculated material requirements.

The MRP result displays a detailed material-wise calculation.

Each material is evaluated against the planned production requirement and current inventory availability.

The result table contains:

• Material
• Qty / Batch
• Waste %
• Required
• Available
• Shortfall
• Critical
• Status

The MRP Calculator works as part of the manufacturing planning process:

Approved BOM → Select BOM → Enter Number of Batches → Run MRP → Calculate Material Requirements → Compare Available Stock → Identify Shortages → Production Planning

The calculation provides the material availability information required before creating or proceeding with production orders.

Consider the following production plan:

Finished Product: Front LED Bracket

BOM: BOM-0003

Number of Batches: 1

Since 10 pc are available and only 2 pc are required, the material requirement is satisfied.

Therefore, the BOM displays:

Stock Sufficient

For accurate material planning:

• Use an approved and up-to-date BOM.
• Enter the correct number of production batches.
• Maintain accurate inventory quantities.
• Configure correct quantities per batch.
• Define applicable Scrap / Waste percentages in the BOM.
• Mark genuinely critical materials as Critical.
• Review material shortages before creating production orders.
• Recheck inventory when production quantities change.

A Production Order is a formal instruction to manufacture a specific quantity of a product, using an approved BOM.

The page provides:

• + New Order – Create a new Production Order.
• All Statuses – Filter orders by status (e.g., Draft, Planned, In Progress, Completed, Cancelled).
• Production Order List – Displays all existing orders.

1. Click + New Order.
2. Select the Product to manufacture and its BOM.
3. Enter the required Quantity and Production Date.
4. Add any Notes or Reference.
5. Click Save to create the order.

The Actions menu available for each Production Order provides access to the main activities required to manage and complete the production process.

The available actions include:

• View Details – View complete information about the selected Production Order.

• Operations – View and manage the operations associated with the Production Order.

• Record Consumption – Record the actual consumption of raw materials used during production.

• Finish Production – Complete the production process and record the finished product.

These actions allow users to manage a Production Order from its active production stage through material consumption and final completion.

The View Details action is used to open and review the complete information of a selected Production Order.

Users can use this option to verify important production information before performing further actions.

The Production Order may include information such as:

• Order Number
• Product
• BOM
• Number of Batches
• Waste %
• Production Location
• Production Status
• Start Date
• End Date

Example:

Production Order: PRD-0014
Product: Assembly Housing, In-Coach Display Unit
BOM: BOM-0002
Batches: 2
Location: Unit 3
Status: In Progress

Use View Details to verify the Production Order information before recording consumption, managing operations, or finishing production.

The Operations action is used to view and manage the manufacturing operations associated with the selected Production Order.

Operations represent the individual production steps that need to be performed to manufacture the finished product according to the BOM.

For example, a Production Order may contain operations such as:

• Assembly
• Cutting
• Welding
• Inspection
• Testing
• Packaging

The operations available for a Production Order depend on the operations configured in its associated Bill of Materials (BOM).

Example:

BOM → Operations → Production Order → Execute Operations

Users should complete the required production operations according to the defined manufacturing process.

The Record Consumption action is used to record the raw materials consumed during production.

Consumption records help maintain an accurate relationship between the materials required by the BOM and the materials actually used during manufacturing.

The consumption process can include:

1. Open the Actions menu for the Production Order.
2. Select Record Consumption.
3. Review the raw materials associated with the Production Order.
4. Enter or verify the quantity consumed.
5. Record the material consumption.
6. Continue the production process after the required consumption has been recorded.

Example:

If the BOM requires:

The consumption record should reflect the quantity actually consumed for the Production Order.

Accurate consumption records are important for inventory tracking, material usage analysis, and production control.

The Finish Production action is used to complete the manufacturing activity for the selected Production Order.

Before finishing production, users should verify that:

• Required raw materials have been consumed or recorded.
• Required production operations have been completed.
• The correct Production Order is being processed.
• The finished product quantity is correct.
• The production location is correct.

To finish production:

1. Open the Actions menu for the Production Order.
2. Select Finish Production.
3. Review the production information.
4. Confirm the completion of production.

Once production is finished, the Production Order can move from its active production stage toward completion according to the application's configured workflow.

Example workflow:

Production Order → Operations → Record Consumption → Finish Production → Completed Production

Finish Production should be performed only after the required production activities and material consumption have been properly recorded.

The Production Order actions support the complete production execution workflow.

1. View Details

Review the Production Order information, BOM, product, batches, location, and current status.

2. Operations

Review and manage the production operations defined for the BOM.

3. Record Consumption

Record the actual raw materials consumed during production.

4. Finish Production

Complete the production process after the required manufacturing activities have been performed.

Overall workflow: Production Order → View Details → Operations → Record Consumption → Finish Production → QC Review

The complete In Progress Production Order workflow can be summarized as:

Production Order Created → Production Started → Operations Performed → Material Consumption Recorded → Finish Production → QC Review → External Processing (if applicable) → Production Completed

Example:

PRD-0014 → 2 Batches → CNC Bending → Assembly → Record Consumption → QC Review → Finish Production

This workflow ensures that production progress, material consumption, manufacturing operations, quality checks, and final output are properly tracked throughout the production lifecycle.

Production Order actions help maintain control over the manufacturing process by connecting production planning, operations, material consumption, and production completion.

They help users:

• Review production order information.
• Track production operations.
• Record raw material consumption.
• Monitor production progress.
• Complete manufacturing activities.
• Maintain accurate production records.
• Support inventory and production tracking.

The Production Order therefore acts as the central record for executing a manufacturing requirement generated from an approved BOM.

The QC Template module is used to create and manage standardized quality-control checklists for manufacturing and production processes.

QC Templates define the questions that must be checked when a quality inspection is performed. They help ensure that quality checks are performed consistently and that important inspection criteria are not missed.

Navigation: Manufacturing → QC Template

The QC Template list provides the following information:

• Name – Name of the quality-control template.
• Category – Category associated with the template.
• Questions – Number of questions configured in the template.
• Status – Current status of the template.
• Actions – Options to edit or delete the template.

The QC Template page displays all configured quality-control templates in a structured list.

Each template record provides key information required to identify and manage the template.

The list includes:

The Add Template button allows users to create a new QC Template.

To create a new QC Template:

1. Click Add Template.
2. Enter the Name of the QC Template.
3. Enter a Code to uniquely identify the template, if required.
4. Enter the Category associated with the quality check.
5. Enter a Description explaining the purpose of the template.
6. Select the required Status.
7. Configure the QC questions.
8. Click Create Template to save the template.

The Name field is mandatory.

Example:

Name: QC For DISPLAY UNIT
Code: MC DISPLAY
Category: Manufacturing Quality
Description: Quality inspection checklist for the display unit.

The QC Template form contains the following basic information:

The Name field is marked as mandatory and must be completed before the template can be created.

The Questions section defines the individual checks that must be performed as part of the QC process.

Each question contains:

• Question Label – The actual inspection question or check to be performed.
• Response Type – Defines how the user should provide the response.
• Required – Determines whether the question must be answered.
• Remove – Removes the question from the template.

A new question can be added using + Add Question.

Example:

Question: Is this working properly?
Response Type: PassFail
Required: Yes

Additional questions can be added to create a complete inspection checklist.

The QC Template supports different response formats for inspection questions.

The available response types shown in the template include:

• PassFail – Used when the inspection result should be recorded as a pass or fail.
• Text – Used when the inspector needs to enter a text-based response.

The response type should be selected according to the nature of the inspection question.

Example:

Each QC question contains a Required option.

When Required is enabled, the question is treated as a mandatory inspection check and must be completed as part of the QC process.

When configuring a template:

1. Add the inspection question.
2. Select the appropriate response type.
3. Enable Required when the question must be answered.
4. Leave it disabled when the question is optional.

Making critical inspection questions required helps ensure that important quality checks are not skipped.

To add additional inspection criteria:

1. Click + Add Question.
2. Enter the Question Label.
3. Select the required Response Type.
4. Enable or disable Required according to the inspection requirement.
5. Repeat the process to add additional questions.
6. Use Remove if a question is no longer required.

A QC Template can contain multiple questions, allowing organizations to create a complete inspection checklist for a particular product, process, or manufacturing activity.

Existing QC Templates can be modified using the Edit action available from the QC Template list.

The Edit QC Template form allows users to update:

• Template Name
• Template Code
• Category
• Description
• Status
• Existing QC questions
• Question response types
• Required question settings

Users can also:

• Add new questions.
• Remove existing questions.
• Change the response type.
• Change whether a question is required.

After making the required changes, click Save Changes to update the template.

The Status field controls whether a QC Template is available for use.

The template can be maintained with an appropriate status such as:

• Active – The QC Template is currently available for quality-control activities.
• Inactive – The QC Template is not currently intended for use.

In the QC Template list, the current status is displayed for each template.

Keep frequently used QC Templates Active and deactivate templates that are no longer required instead of creating unnecessary duplicate templates.

The QC Template list provides a Delete action for template records.

To delete a template:

1. Locate the required QC Template.
2. Click Delete.
3. Confirm the deletion if a confirmation prompt is displayed.

Review the template before deleting it, especially when it is being used as part of an existing manufacturing or quality-control process.

The QC Template module provides a centralized way to manage standardized quality inspections.

Users can:

• Create QC Templates.
• Define template codes and categories.
• Add multiple inspection questions.
• Select appropriate response types.
• Mark important questions as required.
• Edit existing templates.
• Activate or deactivate templates.
• Remove unnecessary questions.
• Delete obsolete templates.

This makes QC Templates a reusable foundation for consistent quality-control procedures across manufacturing operations.

QC Templates can be used to establish a standardized inspection checklist for manufacturing activities.

A typical quality-control process can be represented as:

QC Template → Inspection Questions → Production Quality Check → Pass / Fail or Text Response → Quality Decision

Example:

QC For DISPLAY UNIT

1. Is the unit working properly? → PassFail
2. Is the liquid temperature within the required range? → PassFail
3. Enter the required workforce information. → Text

This approach ensures that the same quality criteria can be checked consistently for similar production activities.

The Approval module provides a controlled, transparent workflow for submitting requests, routing them through the required approval hierarchy, and tracking their status from creation to final decision. It helps ensure that purchase and other business requests are reviewed and approved by the appropriate users before execution.

The Approval module includes:

• My Approval
• My Request
• Purchase Order

The My Request page allows users to create, submit, and track requests raised by them.

The page provides:

• Create Request – Create a new approval request.
• More Actions – Access additional request-related actions.
• Search – Quickly find an existing request.
• Request List – View requests created by the current user.
• Empty State – Displays "No Request Available" when no requests exist.

Navigation: Approval → My Request

Click Create Request to start a new approval request.

Select Request Type – Select the required request type from the available options.

Example: Purchase Order

The selected request type determines the information and approval workflow associated with the request.

The Create Request screen is divided into three sections:

• Request Details
• Purchase Items
• Approval Path

The Request Details tab captures the basic information required for the request.

Basic Information

Additional Details

Users can upload supporting documents using Click to upload or drag & drop files.

Attachment rules:

• Multiple files are supported.
• Maximum file size: 5 MB per file.

Examples of supporting documents may include quotations, specifications, requirement documents, or other approval-related evidence.

The Purchase Items tab is used to define the items required for a Purchase Order request.

Click + Add Item to add a purchase item.

Each added item appears as a separate purchase-item line.

Users can:

• Add multiple items.
• Review item quantities and prices.
• Remove an item using the delete action.

The Approval Path defines the sequence through which the request must pass before it can be approved.

This ensures that requests are reviewed by the appropriate authority instead of being processed directly without authorization.

Approval Workflow:

Request Created → Submitted for Approval → Approval Review → Approved / Rejected → Request Processed

The assigned approver can review the submitted request and evaluate:

• Request details
• Purpose / business justification
• Requester
• Purchase items
• Quantity
• Unit price
• Attachments
• Required approval level

The approver can then take the appropriate decision based on the configured approval process.

Note: The exact approval sequence depends on the approval configuration and assigned approval hierarchy.

The My Approval page provides approvers with a centralized view of requests that require their action.

The page displays requests that are currently waiting for the logged-in user's approval.

When there are no pending requests, the system displays:

No Pending Approvals

You have no requests waiting for approval.

Navigation: Approval → My Approval

The approver should review the request before making a decision, including:

• Request purpose and justification.
• Requester information.
• Requested items.
• Quantity and pricing.
• Supporting attachments.
• Overall business requirement.

The approver then completes the configured approval action.

The Purchase Order section provides access to purchase requests/orders associated with the approval workflow.

It helps maintain a clear connection between:

Purchase Request → Approval → Purchase Order

This provides better control over purchasing activities and reduces the risk of unauthorized purchases.

Navigation: Approval → Purchase Order

The complete approval process can be represented as:

Create Request → Select Request Type → Enter Request Details → Add Purchase Items → Define / Apply Approval Path → Submit Request → My Approval → Approver Reviews Request → Approved / Rejected → Purchase Processing / Request Rejected

• Controlled authorization – Requests cannot bypass the configured approval process.
• Centralized tracking – Users can monitor requests from creation through final decision.
• Clear accountability – Each request is associated with its requester and approval activity.
• Document support – Attachments provide supporting evidence for approval decisions.
• Purchase control – Purchase requests can be reviewed before being converted into purchasing activity.
• Improved transparency – Requesters and approvers have dedicated views for their respective responsibilities.
• Reduced manual communication – The approval workflow keeps request information and decisions within the system.

The CRM module helps users manage leads, customers, sales activities, quotations, sales orders, invoices, and proforma invoices.

The CRM Dashboard provides a centralized overview of lead activity, follow-ups, pipeline value, lead priorities, lead sources, assignees, and recent activities. It helps users quickly monitor the current status and performance of leads without opening individual lead records.

Navigation: Dashboard → CRM → Dashboard

The CRM Dashboard provides an overview of important CRM activities and lead information. It includes:

• New Leads
• Follow-ups
• Overdue Follow-ups
• Pipeline Value
• High Priority Leads
• Status Breakdown
• Priority Breakdown
• Assignee Breakdown
• Leads Trend
• Leads by Source
• Recent Activities

The New Leads section displays a summary of leads created during the selected period. It shows:

• Created – Total number of new leads created during the selected period.
• Still New – Number of leads that are still in the New status.
• Selected Period – Indicates the time period currently selected for the dashboard data.

This section helps users understand how many new leads have entered the CRM and how many are still waiting for further action.

The Follow-ups section provides an overview of follow-up activities associated with leads. It displays:

• Completed – Number of follow-ups that have been completed.
• Pending – Number of follow-ups that are still pending.

This section helps users monitor whether required follow-up activities have been completed on time.

The Overdue Follow-ups section highlights follow-up activities that were not completed within the expected time. It displays:

• Still Overdue – Number of follow-ups that are currently overdue.
• Completed Late – Number of follow-ups that were completed after their scheduled date.
• All caught up – Indicates that there are currently no overdue follow-ups.

This section helps users identify delayed activities and take corrective action.

The Pipeline Value section displays the total estimated value of currently open leads. It shows:

• Pipeline Value – Total monetary value of open leads.
• Open Leads – Number of open leads contributing to the pipeline value.

The pipeline value is calculated from open leads and does not include leads that are already marked as Lost or Won.

Example: ₹0 from 0 open leads.

This helps managers understand the potential business value currently available in the sales pipeline.

The High Priority Leads section displays leads that have been marked with High priority. It shows:

• Total number of high-priority leads.
• A message when there are no high-priority leads requiring attention.

Example: 0 – None right now.

This section helps users quickly identify important leads that may require immediate attention.

The Status Breakdown section displays the number of leads according to their current status:

• New – Newly created leads that have not yet progressed to another status.
• Contacted – Leads that have been contacted by the assigned user.
• Qualified – Leads that have been identified as potential opportunities.
• Won – Leads that have successfully resulted in a business conversion.
• Lost – Leads that are no longer being pursued or were not converted.

This section helps users understand the distribution and progression of leads.

The Priority Breakdown section displays leads according to their assigned priority level:

• High – High-priority leads requiring greater attention.
• Medium – Leads with normal or moderate priority.
• Low – Leads with lower priority.

The dashboard displays both the total number and percentage of leads for each priority level.

Example: High – 0 (0%) · Medium – 0 (0%) · Low – 0 (0%)

The Assignee Breakdown section provides information about pending activities assigned to users. It helps identify activities that require attention from specific users or team members.

If there are no pending activities within the selected period, the dashboard displays:

No pending activities due in this range.

This allows managers to monitor pending work and identify users who may need to take action.

The Leads Trend section displays the trend of leads created during the selected period. It helps users:

• Monitor lead creation over time.
• Identify increases in lead generation.
• Identify decreases in lead generation.
• Analyze lead-generation trends for the selected date range.

The Leads by Source section displays the number of leads generated from different sources:

• Website – Leads generated through the company website.
• Referral – Leads received through referrals.
• Cold Call – Leads generated through cold calling activities.
• Social Media – Leads generated through social media channels.
• Advertisement – Leads generated through advertisements or campaigns.

Example: Website – 0 · Referral – 0 · Cold Call – 0 · Social Media – 0 · Advertisement – 0

This section helps users understand which sources are generating leads and evaluate the effectiveness of different lead-generation channels.

The Recent Activities section displays the latest CRM activities performed within the system, giving users a quick overview of recent actions related to leads and follow-ups.

• Recent activity information.
• View All option to view the complete activity list.

If there are no recent activities, the dashboard displays:

No recent activity.

Activity times are displayed according to the user's local timezone.

The CRM Dashboard helps users:

• Monitor newly created leads.
• Track pending and completed follow-ups.
• Identify overdue follow-up activities.
• Monitor the current sales pipeline value.
• Identify high-priority leads.
• Analyze leads by status and priority.
• Monitor lead assignment and pending activities.
• Track lead-generation trends.
• Identify the most common lead sources.
• Review recent CRM activities from one centralized dashboard.

The Leads section in the CRM module allows users to view and manage potential customers or business opportunities. Users can add new leads, filter existing leads, and perform additional actions through the More Actions menu.

Navigation: Dashboard → CRM → Leads

The Leads page provides:

• More Actions – Provides additional options for managing lead records.
• Add Lead – Allows users to create a new lead.
• Filters – Allows users to filter and find specific lead records.

To create a new lead:

1. Navigate to CRM → Leads.
2. Click the Add Lead button at the top-right corner.
3. The lead creation form will open.
4. Enter the required lead information.
5. After entering all required details, save the lead.
6. Once successfully saved, the new lead will be added to the Leads list.

The Filters option allows users to narrow down the lead list and quickly find relevant lead records.

1. Open the CRM → Leads page.
2. Click Filters.
3. Select the required filtering criteria.
4. Apply the filter.
5. The system displays the leads matching the selected conditions.

Filters are useful when the system contains a large number of lead records.

The More Actions button provides additional operations for managing lead records. Users can use this option to perform available administrative or bulk operations on selected leads.

If no leads have been created in the system, the Leads page displays:

No leads found

Supporting message:

You haven't added any leads yet. Add one to get started.

In this situation, click Add Lead to create the first lead.

Once leads are created, they can be managed from the Leads page according to the permissions assigned to the logged-in user. Lead management may include:

• Viewing available lead records.
• Adding new leads.
• Filtering lead records.
• Performing available actions from More Actions.
• Managing lead information according to user permissions.

The Customers section in the CRM module allows users to view and manage customer records in one centralized place. Users can add new customers, search and filter existing customer records, and perform additional actions through the More Actions menu.

Navigation: Dashboard → CRM → Customers

The Customers page provides:

• More Actions – Provides additional options for managing customer records.
• Add Customer – Allows users to create a new customer.
• Filters – Allows users to filter and find specific customer records.

To create a new customer:

1. Navigate to CRM → Customers.
2. Click the Add Customer button at the top-right corner.
3. The customer creation form will open.
4. Enter the required customer information.
5. After entering all mandatory details, save the customer record.
6. Once successfully saved, the new customer will be added to the Customers list.

The + Add Customer option can also be used to start the customer creation process when no customer records are available.

The Filters option allows users to narrow down the customer list and quickly find relevant customer records.

1. Open the CRM → Customers page.
2. Click Filters.
3. Select the required filtering criteria.
4. Apply the selected filters.
5. The system will display the customer records matching the selected conditions.

Filters are useful when a large number of customer records are available.

The More Actions button provides additional operations for managing customer records. Users can use this option to perform available administrative or bulk operations on customer records.

If no customers have been created in the system, the Customers page displays:

No customers found

Supporting message:

You haven't added any customers yet. Add one to get started.

In this situation, click Add Customer or + Add Customer to create the first customer record.

Once customers are created, they can be managed from the Customers page according to the permissions assigned to the logged-in user. Customer management may include:

• Viewing available customer records.
• Adding new customers.
• Filtering customer records.
• Performing available actions from More Actions.
• Managing customer information according to user permissions.

Customer records can be used across different CRM and sales processes. A customer can be associated with:

• Quotations – A customer can be selected when creating a quotation.
• Sales Orders – A customer can be associated with a Sales Order.
• Invoices – The customer can be used for billing.

This allows customer information to be reused across the sales process.

The Equipment Leases section in the CRM module allows users to manage and maintain equipment lease records. Users can add new lease records and view existing leases from a centralized list.

Navigation: CRM → Equipment Leases

The Equipment Leases page contains: page title, Add Lease button, company logo, profile logo, search, notifications, help access, light/dark theme switch, and credits display.

The Add Lease button allows users to create a new equipment lease record, used to register equipment that is being leased and maintain the corresponding lease information.

Workflow:

Equipment Leases → Add Lease → Enter Lease Details → Save → Lease Record Created → Appears in Equipment Leases List

If no equipment lease records have been created, the Equipment Leases page displays an empty state instead of a lease table:

No leases found

Supporting message:

You haven't added any equipment leases yet. Add one to get started.

The + Add Lease action provides a direct way to create the first lease record.

The Equipment Leases page provides: View Leases, Add Lease, Empty State, Search, Notifications, and Theme Switch.

A typical workflow is:

1. Open the CRM module.
2. Select Equipment Leases.
3. Click Add Lease.
4. Enter the required lease information.
5. Save the lease.
6. The newly created lease appears in the Equipment Leases list.
7. Users can subsequently manage the lease record.

The Quotations section in the CRM module allows users to create, manage, track, and monitor customer quotations throughout the quotation lifecycle. It provides a centralized view of quotations along with their current status.

Navigation: CRM → Quotations

The Quotations page provides:

• Search – Search for existing quotation records.
• New Quotation – Create a new quotation.
• Status Filters – Filter quotations according to their current status.

• Draft – Quotation has been created but has not yet been sent to the customer.
• Sent – Quotation has been sent to the customer for review.
• Viewed – Customer has opened or viewed the quotation.
• Revision Requested – Customer has requested changes to the quotation.
• Revised – Quotation has been modified based on the requested changes.
• Approved – Customer has approved the quotation.
• Rejected – Customer has rejected the quotation.
• Expired – Quotation has passed its validity/expiry period without being approved.
• Converted – Quotation has been converted into the next business document/process, such as a Sales Order.

New Quotation → Draft → Sent → Viewed → Approved → Converted

Alternative paths:

Sent / Viewed → Revision Requested → Revised → Sent

Sent / Viewed → Rejected

Sent / Viewed → Expired

The Search... field allows users to locate specific quotation records. This is useful when a large number of quotations are available.

Users may search using: quotation number, customer name, or other supported quotation information.

The New Quotation button allows users to create a new quotation. The empty state also provides a + New Quotation action when no quotation records are available.

Basic workflow:

Quotations → New Quotation → Enter Quotation Details → Save → Quotation Created → Quotation Appears in Quotation List

If no quotation records have been created, the Quotations page displays:

No quotations found

Supporting message:

You haven't created any quotations yet. Create one to get started.

The user can click + New Quotation to create the first quotation.

The Sales Orders section in the CRM module allows users to create, manage, and track customer sales orders. Sales orders can be created directly or generated by converting an Approved Quotation.

Navigation: CRM → Sales Orders

The Sales Orders page provides:

• Search – Search for existing sales orders.
• New Sales Order – Create a new sales order.
• Status Filters – Filter orders according to their current status.
• Order Type Filters – Filter orders based on how they were created.

Statuses:

• Draft – Created but not yet confirmed.
• Confirmed – Confirmed and considered an active order.
• Completed – Successfully fulfilled or completed.
• Cancelled – Cancelled and no longer active.

Order-source filters:

• Quotation – Originated from an Approved Quotation.
• Direct – Created directly using the New Sales Order option.

New Sales Order → Draft → Confirmed → Completed

A draft or confirmed order may also be cancelled:

Draft / Confirmed → Cancelled

A sales order can also originate from a quotation:

Quotation → Approved → Convert to Sales Order → Sales Order → Confirmed → Completed

To create a direct sales order:

1. Open CRM → Sales Orders.
2. Click New Sales Order.
3. Enter the required customer and order information.
4. Save the order.
5. The order starts in Draft status.
6. Confirm the order.
7. The order becomes Confirmed.
8. Complete the order.
9. The order becomes Completed.

An approved quotation can be converted into a Sales Order:

Quotation → Viewed → Approved → Convert to Sales Order → Sales Order

This avoids manually recreating the same customer and order information.

If no sales orders are available, the system displays:

No Sales Orders found

Supporting message:

You haven't created any Sales Orders yet. Create one, or convert an Approved Quotation.

Option 1 — Create Directly: Click + New Sales Order

Option 2 — Convert an Approved Quotation: Take an existing Approved Quotation and convert it into a Sales Order.

The Sales Orders module provides:

• Create Sales Order, Search, Draft Management
• Confirm Order, Complete Order, Cancel Order
• Quotation Conversion, Direct Order
• Status Filtering, Source Filtering

The Invoices section in the CRM module allows users to create, manage, and track customer invoices throughout the billing lifecycle. Users can create new invoices, search existing invoices, monitor invoice status, and track customer payments.

Navigation: CRM → Invoices

The Invoices page provides:

• Search – Search for existing invoice records.
• New Invoice – Create a new invoice.
• Status Filters – Filter invoices according to their current status.

• Draft – Created but still being prepared.
• Generated – Generated and ready for further billing or payment processing.
• Printed – Generated and marked as printed.
• Partially Paid – Customer has paid only a portion of the invoice amount.
• Paid – The complete invoice amount has been received.
• Cancelled – Cancelled and no longer active.

Lifecycle: New Invoice → Draft → Generated → Printed → Paid

Also: Printed / Generated → Partially Paid → Paid, and Draft / Generated → Cancelled

The Search... field allows users to quickly locate an invoice. This is particularly useful when a large number of invoices exist in the system.

Users may search using: invoice number, customer name, invoice information, or other supported invoice fields.

The New Invoice button allows users to create a new invoice. When no invoices are available, the empty-state page also provides + New Invoice, allowing the user to create the first invoice.

To create a new invoice:

1. Open CRM → Invoices.
2. Click New Invoice.
3. Enter the required invoice details.
4. Save the invoice.
5. The invoice starts in Draft status.
6. Generate the invoice.
7. The invoice becomes Generated.
8. Print the invoice if required.
9. Track the customer's payment.

The Invoices module allows users to track customer payment status:

• Unpaid / Generated – Invoice has been generated, but payment has not been completed.
• Partially Paid – Some amount has been received, but the complete invoice amount is still outstanding.
• Paid – The complete invoice amount has been received.

Example: Invoice amount ₹100,000. Customer pays ₹40,000 → Partially Paid. When payment reaches ₹100,000 → Paid.

If no invoices have been created in the system, the Invoices page displays:

No invoices found

Supporting message:

You haven't created any invoices yet. Create one to get started.

The user can click + New Invoice to create the first invoice.

A typical invoice workflow: create → Draft → Generated → print if required → customer pays → Partially Paid or Paid → optionally Cancelled, subject to business rules.

Invoices are closely related to the Sales Orders module:

Lead → Customer → Quotation → Approved → Sales Order → Invoice → Payment → Paid

This connects the CRM sales process with the billing and payment process.

The Proforma Invoices section allows users to create and manage preliminary billing documents before generating a final invoice.

Navigation: CRM → Proforma Invoices

The page provides:

• Search – Search existing proforma invoices.
• New Proforma Invoice – Create a new proforma invoice.
• Status Filters – Filter records by status.

Lifecycle: New Proforma Invoice → Draft → Generated → Converted → Final Invoice

Also: Draft / Generated → Cancelled

To create a proforma invoice:

1. Open CRM → Proforma Invoices.
2. Click New Proforma Invoice.
3. Enter the required information.
4. Save the record.
5. The proforma invoice is created in Draft status.
6. Generate it when ready.

An Approved Quotation can also be used to create a Proforma Invoice:

Quotation → Approved → Create Proforma Invoice → Proforma Invoice

If no proforma invoices exist, the page displays:

No proforma invoices found

You haven't created any proforma invoices yet. Create one to get started.

Click + New Proforma Invoice to create the first record.

The typical process is:

Quotation → Approved → Proforma Invoice → Converted → Final Invoice

A Proforma Invoice is a preliminary billing document and is not the final invoice.

The Partners module is used to manage and maintain information about organizations and individuals who interact with the business. Partners can include customers, suppliers, vendors, business contacts, and other external parties.

The Partners page provides:

• Add Partner – Create a new partner record.
• Filters – Filter and locate partner records.
• Search – Search for an existing partner when records are available.
• Partner List – Displays all created partners.

A Partner represents an individual or organization that has a business relationship with the company. Examples include:

• Customers
• Suppliers
• Vendors
• Business organizations
• Service providers
• Other business contacts

A single partner record can be reused across different modules where that partner is involved.

To create a new partner:

1. Navigate to Partners.
2. Click the Add Partner button at the top-right corner.
3. The partner creation form will open.
4. Enter the required details:
   • Name – Name of the person or organization.
   • Partner Type – Identifies the type of partner.
   • Email – Contact email address.
   • Phone – Contact number.
   • Address – Business/residential address.
   • Company Details – Organization-related information.
   • Notes (Optional) – Additional information.
5. Click Save to create the partner.

The Filters option allows users to narrow down the partner list and quickly find relevant records.

To use filters:

1. Open the Partners page.
2. Click Filters.
3. Select the required filtering criteria.
4. Apply the filter.
5. The system displays the partners matching the selected conditions.

Once partners are created, they can be managed from the Partners page according to the permissions assigned to the logged-in user.

Partner management may include:

• Viewing available partner records.
• Adding new partners.
• Filtering partner records.
• Updating partner information.
• Searching for partners.
• Using partner information in CRM and sales processes.

Partners can be used across multiple areas of the application:

• CRM – A partner can be associated with a Lead → Customer/Partner relationship.
• Quotations – A partner/customer can be selected when creating a quotation.
• Sales Orders – A customer/partner can be associated with a Sales Order.
• Invoices – The partner can be used as the customer for billing.
• Purchases / Goods Receipt – A supplier/vendor partner can be associated with incoming goods.

Overall relationship:

Partner → Lead / Customer → Quotation → Sales Order → Invoice

For suppliers:

Partner → Supplier → Goods Receipt → Inventory

The Lead Source module is used to define and manage the different channels through which leads enter the organization.

Lead sources help the organization understand where leads are coming from and analyze the effectiveness of different marketing and sales channels.

Navigation: Master Data → Lead Source

• Website – Lead came in through the company website.
• Referral – Lead was referred by an existing customer or contact.
• Cold Call – Lead was generated through outbound calling.
• Social Media – Lead came in through social media channels.
• Advertisement – Lead was generated through a paid advertisement.

1. Click + Add Lead Source.
2. Enter the Lead Source Name (e.g., Email Campaign).
3. Enter a Description (e.g., "Lead generated through an email marketing campaign").
4. Click Save to create the source.

Lead Source helps the organization:

• Track where leads originate.
• Categorize incoming leads.
• Measure marketing performance.
• Identify the most effective lead-generation channels.
• Generate source-wise CRM reports.
• Analyze conversion performance by source.

• The More Actions menu provides access to additional options, including editing, deleting, and managing lead source records.
• Use Previous / Next to navigate through multiple records when the number of records exceeds the current page size.

The Industry module is used to define and manage the different industries or business sectors associated with customers, leads, partners, or other business records.

Industry classification helps the organization categorize customers and leads based on their business sector and supports better CRM analysis and reporting.

Navigation: Master Data → Industry

• Information Technology – Software, IT services, and technology companies.
• Manufacturing – Production and manufacturing of goods.
• Healthcare – Hospitals, clinics, and healthcare services.
• Retail & E-commerce – Retail stores and online commerce businesses.
• Financial Services – Banking, insurance, and financial institutions.

1. Click + Add Industry.
2. Enter the Industry Name (e.g., Education).
3. Enter a Description (e.g., "Schools, colleges, universities, and educational institutions").
4. Click Save to create the industry.

Industry classification helps the organization:

• Categorize customers and leads.
• Identify the business sector of a customer.
• Analyze leads based on industry.
• Segment customers for sales activities.
• Generate industry-wise CRM reports.
• Understand which industries generate more business.

• The More Actions menu provides access to additional options, including editing, deleting, and managing industry records.
• Use Previous / Next to navigate through multiple records when the number of records exceeds the current page size.

The Operation module is part of Master Data under the Manufacturing section. It is used to define and manage the operations or processes required to manufacture a product.

An operation represents a specific manufacturing activity or step that needs to be performed during production (e.g., Cutting, Drilling, Assembly, Polishing, Quality Inspection).

Navigation: Master Data → Operation

1. Click + Add Operation.
2. Enter the Operation Name.
3. Enter a Description.
4. Select the Work Center / Location, if applicable.
5. Set the Sequence and Duration.
6. Set the Active / Inactive status.
7. Click Save to create the operation.

Operations are closely related to the Bill of Materials (BOM) and Production Orders.

Typical manufacturing flow:

Item → Bill of Materials → Operations → Production Order → Manufacturing Process → Finished Product

Example — Product: Wooden Table

• BOM: Wood, Screws, Paint
• Operations: Cutting → Drilling → Assembly → Painting

• The More Actions menu provides access to additional options, including editing, deleting, and managing operation records.

The Maintenance Group module is used to define and organize groups of maintenance-related activities, assets, or services.

Maintenance Groups help the organization maintain a structured classification of maintenance work and make it easier to manage maintenance processes consistently.

Navigation: Master Data → Maintenance Group

1. Click + Add Maintenance Group.
2. Enter a clear and meaningful Group Name that represents the category of maintenance work.
3. Click Save to create the group.

Example: Electrical Maintenance – used to organize maintenance activities related to electrical equipment and systems.

Other examples:

• Mechanical Maintenance
• Preventive Maintenance
• HVAC Maintenance
• Equipment Maintenance
• Facility Maintenance

Maintenance Groups help organizations:

• Categorize maintenance activities.
• Organize maintenance work systematically.
• Group similar maintenance requirements.
• Improve maintenance planning and tracking.
• Maintain consistent maintenance classifications.
• Support efficient maintenance management.

A Maintenance Group acts as a classification layer within the maintenance process:

Maintenance Group → Maintenance Activity → Maintenance Order → Maintenance Execution → Maintenance History

Example:

Mechanical Maintenance → Machine Inspection → Maintenance Order → Repair / Service → Maintenance Record

• The More Actions menu provides access to additional options, including editing, deleting, and managing maintenance group records.
• Keeping maintenance groups standardized helps prevent duplicate or inconsistent classifications across the system.

The Template module is used to manage predefined templates that can be reused for business requests and processes.

Templates help standardize recurring documents or requests so that users do not have to create the same structure repeatedly.

Navigation: Master Data → Template

This page is titled Request Template and displays a template list with the following columns: Name and Status.

A Request Template provides a predefined structure for a particular type of request.

Example: Purchase Order → Request Template

This allows the organization to maintain a standardized format for purchase-order-related requests.

Templates can show a status such as:

• Incomplete – The template has not yet been fully configured or completed.

The Configure Request Template page is used to define the structure and approval workflow of a request template.

The configuration page is divided into two sections:

• Form Configuration – Used to define the basic information and additional details required for the request.
• Approval Workflow – Used to configure the approval process associated with the request template.

Navigation: Master Data → Template → Select a Request Template

The Form Configuration tab defines the information that users need to provide when submitting a request.

Basic Information

The Basic Information section contains:

• Request Title* – Defines the title of the request.
• Purpose / Reason* – Specifies the purpose or reason for creating the request.

Fields marked with an asterisk (*) are required.

Additional Details

The Additional Details section contains:

• Requester* – Specifies the requester's email address.

The requester field is required.

The Approval Workflow tab is used to configure the approval process associated with the request template.

Users can switch between Form Configuration and Approval Workflow to manage different aspects of the request template.

A request template can be configured through the following process:

Request Template → Form Configuration → Define Request Details → Approval Workflow → Request Processing

This provides a structured way to define the information required for a request and the workflow used to process it.

Templates help organizations:

• Standardize recurring requests.
• Reduce repetitive data entry.
• Maintain consistent request formats.
• Improve process efficiency.
• Reduce errors caused by manually creating similar requests.
• Provide reusable structures for business processes.

Example flow:

Purchase Order → Use predefined template → Enter required transaction details → Submit request

• View available request templates.
• Review template names.
• Check template status.
• Navigate through template records using Previous / Next.
• Maintain standardized request structures.

The Tax module is used to configure tax rules that can be applied to business transactions.

Tax configuration supports consistent tax calculation across transactional modules such as Quotations, Sales Orders, Invoices, and Proforma Invoices.

Navigation: Master Data → Tax

The page provides:

• Search – Locate tax records.
• Add Tax – Create a new tax configuration.
• More Actions – Additional available operations.

1. Click + Add Tax.
2. Enter the Tax Name (e.g., GST 18%).
3. Enter the Tax Rate / Percentage.
4. Enter a Description, if needed.
5. Set the Active / Inactive status.
6. Click Save to create the tax configuration.

Tax master data supports the sales and billing workflow:

Tax Master → Quotation → Sales Order → Invoice / Proforma Invoice → Tax Calculation → Final Transaction Amount

Example: If a transaction has a taxable amount of ₹10,000 and an applicable tax rate of 18%:

• The More Actions menu provides access to additional options, including editing, deleting, and managing tax records.

Upon opening the Supplier module, a table appears displaying the existing supplier records.

Table Columns:

• Supplier Name – Name of the supplier or vendor
• Email – Contact email address of the supplier
• Contact – Supplier's mobile or phone number
• Address – Physical address of the supplier
• City – City where the supplier is located
• Country – Country of the supplier
• Actions – Delete icon to remove a supplier record

At the bottom, pagination controls are available — Previous and Next — to navigate between pages if multiple records exist.

Click Add Supplier and fill in the required details such as:

• Name
• Email
• Mobile No
• Address
• Country
• City

After filling in all fields, click Add to save the supplier details.

Access bulk options: Filters, Custom Table, Delete, Inactive, Active, Import, Export (Excel/PDF).

Navigate to the Designation module from the Master Data section in the left sidebar.

View all designations with columns for Designation Name, Description, and Actions (🗑️ Delete).

Click Add Designation → Fill Name and Description → Add to save.

Click to remove a designation or edit details as needed.

• Use options for Delete, Inactive, Active, Import, Export (Excel/PDF).
• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.

View all units with columns: S.No, Unit Name, Unit Code, Status, Description, and Actions.

Click + Add Unit → Enter Unit Name, Code, Status, and Description → Save.

Bulk manage using Delete, Inactive, or Active options.

Go to Master Data → Brand.

Columns: S.No, Brand Name, Category, Status, Description, and Actions.

Click Add Brand → Fill details → Save.

Use More Actions dropdown to Delete, Inactivate, or Activate Multiple brands.

The Super Admin Module is designed for platform-level administrators who manage global settings, app content, system configurations, and user-level permissions across the entire Pronto AI system. Super Admin has full access to all advanced controls such as user subscriptions, coupons, translations, blog manager, languages, activities, and platform plans. This module is not visible to regular users — only to system-level administrators.

This section displays all user reviews submitted for the system. It includes details like:

• Review ID
• Company ID
• Rating (stars)
• Review Title
• Submitted By
• Review Summary
• Action buttons (Delete)

Use this page to monitor user experience and maintain service quality.

This section allows the Super Admin to manage all bug reports submitted by users.

Each bug report contains:

• Bug ID
• Company ID
• Bug Title
• Submitted By
• Severity (Low / Medium / High)
• Status (Opened / Fixed / Closed)
• Actions (Delete)

You can also update the bug status using the status dropdown.

• The More Actions menu allows the admin to download the full bug report list in multiple formats.
• This helps in maintaining records, sharing data, and analyzing bug logs offline.

Available export options:

• Download as Excel
• Download as PDF
• Download as ZIP (if enabled)

These formats ensure smooth data portability for audits and management reporting.

1. Go to Super Admin → Report Bug.
2. Click the More Actions button (three-dots icon) in the top-right corner of the table.
3. A dropdown will appear with export options:
   • Excel
   • PDF
   • (Optional) ZIP
4. Select the format you want.
5. The file will begin downloading automatically.

This is helpful for teams who require offline access or need to share reports with QA or management.

This page displays a complete list of companies signed up on the platform.

Details shown in the table:

• Name
• Company Name
• Mobile Number
• Signed Up Date
• Trial End Date
• Employee Count
• Plan (Free / Pro)
• Status (Active / Incomplete)
• Last Signed In

This helps admins monitor subscription usage and company activity.

The admin can manually create a new company subscription.

Fields included:

• Company Name
• Email
• Plan (Free / Paid)
• Recurring Type
• Contact Number

Click Create Account to add the company to the system.

Useful for manual onboarding or pre-account setup.

The More Actions menu helps admins customize the table or export subscription data.

Options include:

• Filters — Filter companies by plan, status, or date
• Export — Download subscription records
• Custom Table — Show or hide table columns

These tools help in reporting, auditing, and viewing data in a customized way.

1. Go to Super Admin → User Subscription
2. Click the More Actions (three dots) button
3. Choose from:
   • Filters
   • Export
   • Custom Table
4. Apply filters or download the file as needed

This helps teams manage subscription data easily and access offline reports.

Go to Super Admin → Coupon

This will open the Manage Coupons page.

Click on the Add Coupon button located at the top-right corner. A popup form will appear. Enter the required fields as described below:

The Translation Management module allows Super Admins to manage multilingual content across the entire application. You can add new translation keys, update existing values, and import or export translations for bulk operations.

The Translation page displays all existing language keys along with their translated values.

To add a new translation key:

1. Click on Add New Key.
2. A modal will open.
3. Select a language.
4. Enter a language key (e.g. welcome_message).
5. Enter its initial English value.

In the More Actions dropdown, admins can:

1. Import translation files
2. Export all translation keys to Excel

Admins can update translations directly inside the input fields for each key and click Save to apply the changes.

The Contact Management module allows Super Admins to view and manage all user inquiries, blog subscribers, and chatbot contacts.

This tab shows all messages submitted via the website Contact form. Admins can view:

Long messages include a See more option.

This tab displays all users who subscribed to receive blog updates.

Each entry includes:

This helps admins track engagement and interest.

The ChatBot Contact tab lists all inquiries generated through the chatbot system.

Admins can view:

This helps track leads coming specifically from chatbot interactions.

• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.
  • Export all contacts to Excel
  • Export all contacts to PDF

The Language Management section allows Super Admins to add, view, and delete languages supported by the system. Each language includes a name and a flag icon for easy identification.

This page displays a list of all active languages in the system. For each language, you can see:

Flag

Language Name

Delete Action

You can also navigate between pages using the pagination buttons.

To add a new language:

Click on the Add Language button.

A modal will open.

Enter the Language Name (e.g., English).

Enter the Language Code (ISO 639-1) (e.g., en).

Click the Add Language button to submit.

The Blog Manager lists all blogs created by admins. It displays:

Blog Image

Title

Status (Draft / Published)

Created Date

Admins can:

Edit blog

Delete blog

View blog

Create new blog

The Create New Blog page allows admins to add and publish new blogs. You can enter:

Blog Title

Subtitle

Short Description

Tags

Blog Content

This section is used to create and prepare a blog before publishing.

Here, admins can upload the featured blog image. Supported formats include JPG, PNG, WebP. This image appears on both the Blog List and Blog Detail pages.

Admins can add different blog blocks such as:

Headings

Text paragraphs

Images

Custom content sections

This helps create a well-structured and detailed blog post.

Admins can add:

Headings

Paragraphs

Images

Custom content blocks

SEO settings include:

Slug

Meta Title

Meta Description

Keywords

Admins can Save, Preview, or Publish blogs.

The Plan List displays all active plans along with:

Plan Name

Plan ID

Number of Resource Limits defined

Number of Features enabled

Admins can click the Edit button to modify a plan anytime.

To create a new subscription plan:

Click the Create New Plan button.

A pop-up form will appear where you can enter the plan details:

Plan Name

Plan ID

Add Resource Limits (optional)

Add Feature Toggles (optional)

Click Create Plan to save.

This feature helps admins define custom plans tailored to different pricing or access tiers.

Admins can update:

Plan Name

Plan ID

Add or remove Resource Limits

Add or remove Feature Toggles

Editing helps keep plan structures updated as new features or rules are introduced.

This section shows a complete list of incomplete or partial user activities. Each row displays:

Activity Type (e.g., Sent Email, Filled Basic Info, Viewed Plan Page)

Action By (User email or identifier)

Timestamp (Date and time when activity occurred)

Admins can scroll through the table or use pagination controls to move between pages.

This helps track user behavior and identify where the onboarding or interaction flow may be breaking.

The More Actions dropdown provides export options for downloading activity logs.

Admins can:

Export activity data to Excel

Export activity data to PDF

These exports help in offline analysis, auditing, and internal reporting.

The Report a Bug section helps users identify, document, and submit any technical or functional issues encountered in the application.

Go to the left sidebar and click:

This will open the bug reporting dashboard.

The main page displays all previously submitted bug reports.

If no reports are available, a message will appear:

"No Reports Available."

Click Add Report or Report a New Bug (top-right) to create a new entry.

When you click Add Report, a form will appear with the following fields:

• Bug Title* – Enter a short, descriptive title.
• Page URL* – Enter the exact page link where the issue occurred.
• Description* – Describe the issue clearly.
• Steps to Reproduce* – Steps to re-create the bug.
• Attachment – Add screenshots or files.
• Severity* – Low, Medium, High, Critical.
• Device Type – Desktop, Mobile, Tablet.

After completing all required fields, click Submit Report.

To stop the process, click Cancel.

After submission:

• All reports will appear in a structured list.
• Use the Search Bar to filter reports.
• Use Pagination to navigate multiple pages.

The More Actions menu provides:

• Export to Excel (.xlsx)
• Export to PDF

• ID (e.g., RF-001)
• Rating (1–5)
• Review Title
• Submitted By
• Review Summary
• Date Submitted
• Actions (delete)

• Search bar for filtering
• Pagination for multiple pages

Steps:

1. Click Write a Review
2. Enter Rating, Title, Review Text
3. Enable Submit Anonymously if needed
4. Click Submit Review

• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.

The Language Switcher allows users to change the entire system’s language instantly.
Currently, the supported languages are:

• 🇮🇳 Hindi
• 🇸🇦 Arabic
• 🇺🇸 English

This feature helps multilingual teams access the dashboard in their preferred language.