Faster Production

Module shortcuts

One-tap tiles into every enabled module from your org home.

Announcements

Prioritized posts with read state so nothing important gets lost.

Setup & health

Enablement progress, status chips, and gentle nudges to finish onboarding.

Overview

KPIs and current ops status before you dive into execution.

Work orders

Flowchart work orders with steps, materials, barcodes, and project links.

Procedures

Reusable procedure definitions with versioned flowcharts and BOM-style materials.

Performance

Throughput and efficiency signals for the shop floor.

Schedule

Plan and line up work so the team knows what runs next.

MRP

Aggregate material need from active work, check stock, and deduct inventory.

Site builder

Per-site layouts for machines, zones, and flow—tied to organization sites.

Calendar

Operational dates and milestones in one calendar view.

Overview

Finance snapshot with quick jumps into GL, AR/AP, and embedded finance AI.

General ledger

Chart of accounts, journals, and double-entry posting with seeded defaults.

Reporting

Statements, KPIs, and commentary-friendly financial reporting views.

Fixed assets

Asset register with cost, status, and disposal tracking.

Cash & liquidity

Liquidity, obligations, and cash-position context in one place.

Budgeting

Budget lines by period with optional ties to GL or expense categories.

Tax

Indirect tax and compliance-oriented summaries alongside transactions.

Accounts receivable

Invoices, aging, and collections workflows with customer context.

Accounts payable

Bills, expenses, and vendor-linked payables with aging views.

Calendar

Due dates, deadlines, and finance milestones on a shared calendar.

Overview

Stock health, alerts, and value at a glance across the catalog.

Items

SKU-level records with quantities, categories, and adjustment history.

Products

Sellable product definitions aligned with sales and fulfillment.

Services

Non-stock services you can attach to BOMs and operational steps.

Alerts

Low- and out-of-stock signals so replenishment stays proactive.

Movement

Inbound, outbound, and transfer movement with an audit-friendly trail.

Calendar

Inventory-related dates and reminders in calendar form.

Overview

Pipeline and revenue signals with links into quotes, bids, and orders.

Quotes

Structured quotes with catalog-backed lines and sales copilot help.

Bids

Bid tracking from draft through award with competitive context.

Sales orders

Customer orders tied to fulfillment and downstream finance.

Pipeline

Stage-based pipeline views to prioritize follow-ups.

Calendar

Follow-ups, closes, and commercial milestones on the calendar.

Overview

Directory health, segments, and CRM-style KPIs for your customer base.

Customers

Contact records with status, history, and deep links to finance.

Companies

Account hierarchy and firmographics for B2B relationships.

Segments

Saved slices of the base for campaigns and reporting.

Leads

Early-stage opportunities before they become full deals.

Activities

Calls, tasks, and touchpoints with a clear timeline.

Deals

Opportunity tracking with stages and expected value.

Integrations

Analytics and external connections scoped to customer data.

Calendar

Activities and commercial dates in one schedule.

Overview

Vendor roster health with shortcuts into contracts and purchasing.

Vendors

Supplier records with performance hooks into POs and AP.

Contracts

Agreements, renewals, and document-centric vendor commitments.

Calendar

Vendor-related dates, renewals, and review checkpoints.

Overview

PO volume, status mix, and entry points across the purchasing stack.

All orders

Full purchase order list with search, filters, and vendor context.

Pending

In-flight POs waiting on approval, goods, or vendor action.

Received

Receipt history aligned to line-level receiving.

Requisitions

Internal requests that can mature into approved purchase orders.

Approvals

Approval queues so spend stays governed before commitment.

Calendar

Delivery expectations and PO milestones on a calendar.

Order list

Scan PO-style orders with freshness, status, and quick drill-in.

Create order

Start new customer orders and keep fulfillment aligned with inventory.

AI intake

Paste informal requests; the assistant drafts structure and flags catalog gaps.

Overview

Portfolio health: active work, budgets, and cross-module links.

All projects

Searchable project list with owners, dates, and status.

Active

In-progress initiatives with tasks and linked operations work.

Completed

Closed projects for reference, invoicing, and retrospectives.

Calendar

Milestones, deadlines, and project checkpoints.

Overview

Headcount and HR signals with tabbed navigation into people data.

Employees

Profiles, roles, and org membership for each team member.

Time

Review clock events and labor entries alongside HR policies.

Leave

Time-off balances, requests, and approvals in one workflow.

Departments

Org structure and reporting lines for planning and permissions.

Policies

HR policy docs and acknowledgements as you grow the handbook.

Calendar

HR dates, holidays, and people-related milestones.

Quick clock

Fast clock in/out on the dedicated /time page for the floor.

Labor entries

Entries tied to your organization with lightweight correction flows.

HR Time

Managers review patterns, edits, and policy context under HR → Time.

Overview

Unified shell for how your org communicates inside the ERP.

Announcements

Priority-aware posts with read tracking across the org.

Discussions

Threaded conversations with pins, locks, and AI summaries.

Email

Inbox and compose with an ERP context panel beside threads.

Calendar

Calendar integration for meetings tied to work context.

Notifications

In-app notification center scoped to what each user should see.

Overview

Channel mix, launches, and performance in one marketing command center.

Social media

Plan posts, track handles, and keep brand voice consistent across networks.

Page builder

Compose marketplace storefront pages without leaving your product data.

Video content

Scripts, assets, and publishing hooks for product and brand storytelling.

Branding

Logos, palettes, and messaging guardrails aligned with organization settings.

SEO

Structured data, keywords, and on-page signals tuned for discoverability.

SEM

Paid search programs, budgets, and conversion-oriented landing alignment.

Campaigns

Multi-touch programs spanning email, social, and offers with clear owners.

Analytics

Funnel, attribution, and experiment readouts scoped to marketing-owned goals.

Calendar

Launches, content drops, and campaign milestones on a shared schedule.

Overview

Inbound/outbound volume and carrier context across your sites.

Receiving

Receive against PO lines with quantities and storage locations.

Shipping

Outgoing shipments with labels, tracking, and carrier choice.

Map

Geographic view of movements tied to your locations.

Audit

History and traceability for compliance-friendly shipping ops.

Overview

Entry hub for financial and operational reporting destinations.

Report builder

Compose and save reports without leaving the workspace.

Financial

Ledger-aligned reporting packs and statement-style outputs.

Operations

Shop-floor and throughput reporting alongside inventory signals.

Scheduled

Automated report runs so stakeholders get updates on a cadence.

Overview

Active rules and workflows with health signals and toggles.

Workflows

Visual multi-step automations beyond single trigger/condition rows.

History

Execution log for debugging and proving what ran when.

Calendar

Time-based triggers and automation-related schedules.

Chat

Natural-language assistant with org-scoped context and session history.

Microsoft 365 & Gmail

Connect Outlook / Microsoft 365 or Gmail and Google Workspace inboxes with OAuth—sync, send, and thread context stay inside your org boundary.

Google & Microsoft calendars

Hook up Google Calendar and Microsoft 365 calendars so meetings, milestones, and the Communications calendar stay aligned with real schedules.

Shipping carriers

Link carrier accounts for rate shopping, label purchase, and tracking—used from Shipping & Receiving workflows.

OAuth & partner APIs

Optional analytics and partner integrations use short-lived tokens; consent and refresh are handled server-side.

Server trust boundary

Service keys, billing secrets, and provider credentials live in server configuration and route handlers—not the client bundle.

Authentication & sessions

Managed sign-in and session validation with HTTPS end to end, so credentials and cookies stay protected in transit.

Row Level Security

Postgres RLS policies scope reads and writes to organizations you belong to—queries cannot cross tenant lines at the database layer.

Roles & permission matrices

Membership roles set sensible defaults; system admins can tighten or loosen per-user module and inter-module CRUD overrides.

TLS & server validation

TLS to browsers and providers; sensitive actions re-check org membership on the server before touching data or external systems.

Defense in depth

Auth, RLS, app-layer checks, and least-privilege integrations stack together so one mistake rarely becomes a full breach.

Overview

Org profile, branding, and top-level settings in one place.

Members

Invitations, roles, and per-module permissions for each seat.

Data

Import, export, and stewardship tools for org-owned records.

Billing

Plans, seats, trials, and payment methods for administrators.

AI usage

Token and usage visibility so AI spend stays predictable.

Logs

Administrative and integration logs for support and audits.