What we shipped, in plain language.

Plan internal and supplier audits separately for each plant and year, with a suggested frequency, approval by the Head of Quality, audit generation and a month calendar. You can print the programme.

Auditors are checked against their Hire to Retire training records. Someone auditing their own department or process, or a supplier they buy from, is refused, and there is no override.

Take photos, see the score update as you answer, and get the auditee's signature. A critical No fails the audit, and nonconformities become draft findings. A submitted audit is read-only, and the QMS Responsible can correct it with a reason. An audit report can be printed.

Each finding creates a CAPA owned by the process owner, with a target of 7, 30, 60 or 90 days depending on its class. Owners use My audit actions to add the root cause, action plan and evidence. Verification can include photos, and an action marked Not effective reopens the CAPA. Overdue findings are escalated, and customer or certification-body findings have their own classification. A finding sheet can be printed.

Checks are raised at shift start, when an order is first loaded on a line, or by hand. A check is marked Missed after 30 minutes. A new-order check never blocks a scan. After repeated first-piece rejections or a failed device check, a nonconformance is proposed with the suspect pieces listed.

The line board has a quality tile that warns when a first-piece, device or line-clearance check is open, missed or failed.

The dashboard shows department and plant scores and trends. Six reports are included: programme vs actual, tracking chart, score trend, finding ageing, layered-audit compliance and line-check exceptions. The reports can be exported to Excel, and the line-check exceptions report can be printed.

Build checklists with sections and Yes/No/NA, score, numeric or text questions, weights, photo rules and critical flags. A published version is read-only, and an audit keeps the version it started on.

Lead search now also covers mobile, interest, product category, city and GSTIN. You can sort by follow-up date, probability, priority and status, and filter by priority, season and converted customer.

The leads list has a new layout with a status summary, and Contact and Company are now separate columns. Leads open in a side panel for editing, and the owner picker works for sales users. Saved column layouts for the leads list are reset once.

The Closed status is now labelled Lost. Moving a lead to Lost, singly or in bulk, requires you to choose a reason, and you can add remarks. Leads closed earlier keep their blank reason.

Leads now record priority (Hot, Warm or Cold), product category, season, expected volume with unit and period, target price, city, state, country and GSTIN. GSTIN is checked for a valid format when you save.

A new "Proposal Sent" stage sits between Qualified and Converted. It counts as an open lead, including in the CRM dashboard's stale-leads count.

You can convert a lead by linking it to an existing customer of the same company. The lead is marked Converted and the conversion date is recorded. A customer from another company is refused.

Select multiple leads to change their status, owner, priority or lost reason together, or to delete them. The result is reported lead by lead, so one failure doesn't stop the rest. You can act on up to 500 leads at a time.

Each order line and shipment quantity gets a release record that checks final audit lots, third-party clearances, tests, concessions, open NCRs and batches. It is signed with the signer's password or authenticator code, and only users in a release-authority role can sign. Customers flagged for Head of Quality sign-off need the Head of Quality. A signed release is frozen, shows live if anything changed afterwards, and can be printed as a release record or Certificate of Conformity. The Head of Quality can revoke a release that has not been delivered against.

When switched on for a plant, a delivery line under the release rule cannot ship more than its open released quantity. The refusal names the line with the released, delivered and requested quantities. Deliveries use the oldest releases first, and reversing a goods issue returns the quantity to the release. The gate is off until Quality turns it on for a plant.

Shelf-life rules can be set per material group and plant. When enabled, a daily job moves batches that are due into Quality Inspection with a re-inspection lot, and blocks expired batches. Accepting the re-inspection lot moves the next due date on. Existing stock gets its first dates through a review step that lists overdue batches first, and nothing is moved in bulk.

When the plant's FIFO check is on, picking a younger batch than the oldest eligible one needs a reason and the FIFO override permission. Each override is logged with both batches.

Retained samples are registered with a retain-until date worked out from the retention period. Only the Head of Quality can dispose of a sample early, and must give a reason. Sample labels can be printed.

Search by order confirmation, line, style, buyer PO, batch, delivery, carton or invoice to see five traceability panels and the last-known-good window. Results can be exported to PDF and CSV. If one panel can't load it shows "Not available" and the others still appear. Operator and machine show "Not captured — Phase 2".

Starting containment holds in-house stock at once, with one NCR per material. The stock is then verified 100% and released by the Quality Assurance Manager. Completing containment stamps the complaint's containment date once, and a recall can be raised from it.

New Quality pages cover release set-up, shelf life, retained samples, containments and release reports. Scheduled reminders cover pending clearances, releases due, shelf life nearing due, and sample disposal.

Calibrations record readings per test point (as-found, as-left, error and tolerance), and the result is the as-found verdict. External calibration needs a lab accreditation that is valid on the date plus the certificate file. Internal tape verification needs a reference standard.

Each instrument now holds its plant, range, least count, accuracy, calibration method, lab, criticality, MSA settings, daily check, custodian and department. Due and Overdue are worked out from the next due date and the plant's due window instead of being typed. Under repair, Lost and Obsolete are new statuses, and status changes only through actions such as send to lab, out of service or return to service.

There are five new calibration reports and an instrument history card. You can print a QR instrument label, a DO NOT USE label, the history card and an MSA report. Scheduled jobs send notifications for due calibrations, overdue returns, missing daily checks and expiring lab accreditations. Impact assessments and MSA studies get their own document numbers.

Lot results and measurement-check values can now store the instrument used. A picker lists usable instruments for the plan's category, with the custodian's first. An instrument that is out of service, overdue or the wrong category is refused by name. Making the instrument mandatory is a per-plant setting that is off by default.

A failed as-found calibration, a lost instrument or a damaged return opens an assessment. It lists every lot measured with the instrument since its last passed calibration and shows where each batch is now. For each lot you choose No impact, Re-inspect or NCR, and a remark is required. Return to service needs the assessment complete and a passing calibration after the trigger.

Instruments can be issued with a condition and returned, and overdue returns and calibration recalls are flagged.

You can run gauge R&R (average and range), bias and linearity studies, judged against acceptance limits per instrument category that are frozen on the study. The Head of Quality decides a Conditional GR&R result. A Not acceptable result proposes taking the instrument out of service.

Each instrument gets one daily check per working day. The check is marked Missing after the plant's cut-off time (11:00). A failed check on a process machine proposes raising an NCR.

The assistant only sees the orders you can already see on the grid for your active company. It uses the INR amount for totals and declines to add order-currency amounts across different currencies. Periods such as this financial year use the Indian April–March year.

The assistant window can be dragged by its header, resized from any edge or corner, and expanded to full page with the button or a double-click. Close it with the ✕ button or Esc. It remembers its size and position in your browser.

A new Ask AI button next to the grid tabs opens a floating assistant that answers questions about your sales orders, such as top customers, monthly trends and overdue deliveries. Answers appear as a table, chart or KPI tiles, and you can limit them to the rows your search and filters currently show.

Giving a user a role that was previously taken away used to fail with a server error. The role is now reactivated, and assigning a role the user already holds shows a clear message naming it.

Journals with many lines no longer recalculate budget consumption repeatedly on every line save, so they save and post faster. Budget figures are unchanged.

Receiving a purchase order with many lines now completes in a fraction of the time (a 30-line receipt dropped from about 69 seconds to 12). Budget commitments come out the same as before.

The Gantt chart and planning board can now load orders page by page, which keeps them responsive with large schedules.

The capacity planning and CRP report pages, along with Component Allocation and the change management settings, were rebuilt on the standard grid for consistent filtering and display.

Lists such as BOMs, routings, production orders, pre-packs, change orders, change requests, holidays, holiday calendars, capacity profiles and sales order BOMs now use the same grid. Paging, sorting, searching and column filtering run on the server, so large data sets load faster.

The Production Scheduling dashboard lists every planned or released order in a pageable grid, sorted most urgent first by critical ratio. Previously it showed only the 200 most urgent orders.

The scheduling screens now have a searchable, filterable grid of scheduled operations. It shows planned start and finish and whether each operation finishes after the order's required date, and it can be exported to Excel.

Several Production grids, including holiday calendars and the scheduling lists, can now export the whole filtered result to Excel rather than only the visible page.

Usage decisions now include Repair, Regrade and Use as-is alongside rework, reject, return and scrap. Existing Conditional accept decisions become Use as-is. Every split other than Accept must name its NCR.

A disposition that needs approval is saved as Proposed and posts nothing until it is approved in My Approvals. The proposer cannot approve it. If posting is refused after approval, it stays Approved – not posted with the reason so QA can retry. Reports, TNA, scorecards and dashboards count only posted decisions.

Raise concessions or deviations with evidence, quantity and validity limits, approval workflow and the customer's written approval attached. Use as-is draws on an approved, unexpired concession, which is consumed as used and lapses at expiry. Concessions can be printed.

NCRs now record area, stage detected, order, style, line, shift, quantities and defect codes. Critical NCRs can stop production and alert supervisors at once. Batches are held under the NCR and cannot be closed while held. A red tag can be printed, and holding-limit alerts appear after 30 days. Repeat problems are detected daily and a CAPA is proposed.

Complaints record customer, channel, shipment, quantity, evidence, claim and debit-note reference. Seven SLA dates come from a configurable matrix, with hourly escalation when they are missed. Complaints close only after CAPA effectiveness is confirmed or the Head of Quality overrides.

CAPAs follow a template chosen by severity (5-Why, Fishbone, 8D or DMAIC) with interim, permanent and preventive actions in sequence. Effectiveness checks fall due after 30 days or 3 production orders, and fixes can be deployed horizontally. CAPA and 8D reports can be printed.

One read-only action tracker covers NCRs, CAPA actions, complaint dates, audit findings and management-review items, with a My actions view and Excel export. Six new reports cover NCR ageing, blocked stock, dispositions, concessions, complaint SLA and CAPA.

Quality managers can maintain the approval matrix, scrap limit, holding periods, repeat and effectiveness settings, working hours and SLA matrix. A tester shows who approves a given split.

The Attributes, Groups and Work Centre Capabilities tabs now use the standard grid with consistent sorting, filtering and paging.

The SO Reservation Ledger and Production Confirmation screens now use the same standard grid, with consistent sorting, filtering and column sizing.

The MRP Runs and Planned Orders lists now page, sort, search and filter on the server and can be exported to Excel. Bulk actions on planned orders work on a selection ticked across several pages.

The Missing Parts report now works out shortages on the server, so sorting, column filters, search and the summary cards cover all lines, not just the current page. You can export the full filtered report to Excel.

The Shop Floor list now pages, sorts, searches and filters on the server, so it stays fast with many operations. Date columns sort and filter by the date shown, and you can export the full filtered list to Excel.

The Shop Floor page's sales order filter is now filled from the sales orders that actually have operations.

Reversing a goods receipt now cancels any inspection lot that has no usage decision yet. A lot that already has a decision blocks the reversal, and the message names the lot.

Each supplier gets a scorecard per material group and month, using default criteria you can change. Measures with no data show as Not available, not as zero. Scores can be adjusted with a reason, then published or revised.

Rejecting, returning or scrapping an incoming lot opens a vendor complaint with its debit-note basis. The inspector proposes the decision and the Quality Assurance Manager decides on incoming lots.

For materials whose material group is set up for inspection, a goods receipt (single PO, multi-PO or job-work) now creates the inspection lot. Mandatory lines are received into Quality Inspection whatever the clerk selects. Set-up covers supplier exceptions, an inspection area, generic plans per material group, skip-lot and tightened sampling.

Issue Supplier Corrective Action Requests with a proposed 8D plan and due dates. Answers can be accepted or returned, supplier responsiveness is tracked, and closure needs proof of effectiveness or a QA Head override.

A usage decision can be reversed. The stock it moved is moved back, a draft return request is cancelled and the vendor complaint is withdrawn. The lot returns to Decision Pending. Reversal is refused, with the reason, after a scrap write-off, a converted return, or a debit note, CAPA or issued SCAR.

Each incoming lot carries a checklist of required certificates and declarations. Standing supplier certificates valid on the receipt date count toward it, and expiry alerts are sent. Accepting a lot is refused while a mandatory line is open. Each material can have its own certificate set.

A supplier graded C triggers a warning on the purchase order that must be acknowledged. A supplier graded D cannot be given new PO lines for that material group until the Purchase Head releases it, per PO or for a date range. Existing POs, receipts and invoices are unaffected.