ERP Project SPKG

Today

Daily operations

Data Status Unknown Updated -- Auto

Today

Work Center

Work requiring action

Overdue and urgent work is shown first.

Operations

Work overview

Inventory Control

Stock control

Out of stock, low stock, reorder, blocked, and near-expiry items in one place.

Trace Tracking and history Open

Document Flow

Core ERP document flow

Today / Next 7 Days

Operational timeline

Recent Activity

Audit trail

Type

Role Focus

Your workspace

Catalog

Products

Manage product, stock, pricing, and suppliers.

Product list

Quick views

		Company / stock owner						Actions

Master data

Product settings

Manage categories, units, price lists, supplier mappings, stock policies, BOM, and product documents.

Product master data

Units, pricing, suppliers, stock policy, BOM, and documents

Product focus

Category Master Add product category Create a clear group for finding products and applying the right warehouse default.

Category information

Use a short code and a name that staff can recognize immediately.

Category Code A short, unique code used for searching and reports. Category Name Use a name that matches the words used by your team.

Grouping and warehouse default

These values help organize products and prefill the warehouse when a product is created.

Parent Category Leave blank for a top-level category. Default Warehouse Suggested when creating a product; this does not create stock.

Accounting and tax defaults Optional settings for Accounting Optional

These values are suggested when a product is created. They do not post accounting entries or create stock.

Default Inventory Account Default COGS Account

Default Revenue Account Default Tax Code

Allow this category to be selected

Category Directory

Existing product categories

Search categories

Filter by first letter

Code	Name	Parent Category	Default Warehouse	Default Tax Code	Status	Actions

UOM Master

Units

Search UOM Status UOM Category

Code	Name	UOM Category	Status	Actions

UOM Conversion

Conversion rules

Search conversion Status

From	To	Factor	Scope	Status	Actions

Sales Pricing

Sales price sets

Group selling prices by customer group and currency. Product prices are maintained separately.

1 Create a sales price setChoose the customer group and currency

2 Add product pricesSet product, unit, price, quantity, and effective dates

Search sales price sets Currency Customer Group Status

Code	Name	Customer Group	Currency	Status	Actions

Product Prices

Prices and conditions by sales price set

Choose a sales price set, then define the price and optional selling conditions for each product.

Search product prices Sales Price Set Status

Sales Price Set	Product	UOM	Price	Rule	Status	Actions

Supplier Mapping

Product suppliers

Search supplier mapping Supplier Preferred Status

Product	Supplier	Supplier SKU	Priority	MOQ / Lead	Status	Actions

Purchase History

Supplier price history

Search purchase history Supplier From To

Date	Product	Supplier	Price	Source

Inventory Policy

Warehouse-specific stock rules

Search policy Status

Product	Warehouse	Min / Max	Reorder	Safety	Status	Actions

Packaging BOM

Finished goods packaging formula

Availability check

Check packaging materials

Calculate required packaging from the selected FG BOM and sellable stock in the PACKAGING warehouse.

Packaging BOM FG quantity

Packaging Reservation

Reserve packaging materials

Reserve sellable packaging stock by BOM before issuing materials. This step does not cut stock out yet.

Manufacturing order Select an MO to use its locked Packaging BOM snapshot. Packaging BOM FG quantity Reference type Reference no. Packaging ownership

Notes

Reservation	BOM / FG	Required	Reserved	Shortage	Reference	Status	Next step	Actions

Packaging issue

Issue packaging from reservation

Create a draft issue from a reservation, then post it to reduce stock by lot, location, and stock status.

Reservation Issue date Reference type Reference no.

Notes

Issue document	Reservation / FG	Issued	Reference	Status	Actions

Packaging trace

Reserved / issued / shortage

Trace which FG job used which packaging item, lot, location, and stock status.

FG job	Packaging item	Lot / location	Required	Reserved	Issued	Shortage	Trace

Search BOM Status Experimental only

BOM Code	FG Product	Version / Revision	Effective Range	Components	Status	Actions

Revision control Packaging BOM revision and audit Open to compare revisions and review the formula change history.

BOM Change Control

Packaging ECO/ECN

Control packaging formula changes with source revision, target revision, effective date, approval, implementation, and traceable audit.

Current BOM New BOM revision

Change type Effective date

Change reason

What changed Impact

Request	FG product	Old -> New	Effective date	Reason / impact	Status	Actions

Packaging components

Component lines

Search component Status

BOM	Component	Qty per FG	Scrap %	Required	Substitute	Status	Actions

Production Formula

Raw material formula for FG

Create mock formulas, check raw material availability, reserve, issue to production, and trace raw material lots.

Check raw material availability

Availability Check

Check raw material availability

Calculate from the selected formula and sellable stock in the raw material warehouse only. Blocked or expired stock is excluded.

Formula FG qty Batch qty

Formula register, revisions and change history

Search formulas Status Experimental only

Formula code	FG product	Version / Revision	Basis	Effective Range	Lines	Status	Actions

Revision control Raw material formula revision and audit Open to compare revisions and review the formula change history.

BOM Change Control Raw material ECO/ECN Control raw material formula changes with source formula, target formula, effective date, approval, implementation, and traceable audit.

Current BOM New BOM revision

Change type Effective date

Change reason

What changed Impact

Request	FG product	Old -> New	Effective date	Reason / impact	Status	Actions

Raw Material Components

Raw material lines

Search raw materials Status

Formula	Raw material	Qty	Scrap %	Required	Substitute	Status	Actions

Product Documents

Attachments and certificates

Search documents

Product	Type	Scope	Version	Expiry	Status	Actions

Order handoff

Production requests

Send customer demand to production planning without creating an MO or affecting stock.

Co-Sale workspace

My work

Returned and due work appears first. Each row shows only the next action.

0

SO no.	Customer	Finished good / quantity	Required date	Request status	Next work	Actions

Production request performance Pending work, due dates, output, and lead time for the latest 90 days

New request

Create production request

Choose a Sales Order or enter an external order number. This draft does not reserve or issue stock.

Review and edit details

Sales Order Order number / reference Customer Order-receiving company Required date Priority

Finished goods requested

Add the finished goods, quantity, unit, packaging size, and any customer-specific formula or packaging requirements.

Finished good	Quantity	Unit	Pack size	Customer formula reference / revision	Customer label / packaging	Actions

Notes for planning Attachments Attach customer orders or supporting files. Up to 15 MB per file.

Request queue

Production request list

0

Request no.	Order	Customer	Company	Products / progress	Required date	Priority	Status	Requester	Actions

Production

Production Orders

Manage manufacturing orders, raw material issue, finished goods receipt, variance, and production cost in one workspace.

Work scope

Find and track manufacturing orders

Search manufacturing orders

Manufacturing Order

Manufacturing Orders

Track released, in-process, completed, and closed production work.

MO	Finished goods	FG qty	Status	Next step	Actions

Conversion cost

Labor and production overhead

Record manual conversion cost for this MO before reviewing cost roll-up and WIP.

MO Labor cost Overhead cost

Cost note

WIP ledger

Production cost entries

Record labor, overhead, machine hour, and other conversion cost as reviewable WIP ledger entries.

MO Cost type Calculation Date Hours Rate Amount Work center Machine Operator

Description Notes

Entry	MO	Cost type	Hours / Rate	Amount	Status	Actions

Finished Goods Receipt

Receive FG after production

Receive finished goods from the same MO into inventory, creating lot, balance, and movement trace.

MO Receipt date FG qty Warehouse Storage location Stock Status Lot Manufacturer lot Manufactured date Label date Expiry date Reference No

Notes

FG receipt	Production work	Lot / Location	FG qty	Status	Actions

Raw Material Reservation

Reserve raw materials for production

Reserve sellable raw materials from the formula before issuing. The system reserves by lot, location, and stock status.

Formula FG qty Batch qty Production reference

Due date Priority Estimated production time (minutes)

These values are used only to suggest a production queue. They do not reserve materials or change stock.

Production type Operating company Manufacturing company Production plant Contracting company FG owner Material ownership Set automatically from the distinct owners selected on the raw material lines.

The selected owner applies to this production work and finished goods. It does not change ownership of issued materials; material ownership is managed separately at stock-lot level.

Notes

Reservation	Formula / FG / Batch	Required	Reserved	Shortage	Reference	Status	Actions

Raw Material Issue

Issue raw materials to production

Create an issue document from a reservation, then post it to deduct real stock by lot, location, and status.

Raw material reservation Issue date Reference Type Reference No

Notes

Issue	Reservation / FG	Issued	Reference	Status	Actions

Raw Material Trace

Reserved / Issued / Shortage

See which raw material, lot, location, and status were used by this batch or FG job.

Production work	Raw material	Lot / Location	Required	Reserved	Issued	Shortage	Trace

Actual vs Standard

Actual vs standard consumption

Compare formula quantity with posted raw material issues to review over or under consumption.

Production work	Material	Standard	Actual	Variance	Variance %	Status	Issue

Cost Roll-up / WIP

Production cost and WIP

Summarize posted raw material and packaging cost, received finished goods, and remaining WIP by production work.

Production work	Raw material cost	Packaging cost	Labor cost	Overhead cost	Machine cost	Other cost	Total input cost	Cost / FG	WIP cost

Inventory

Warehouses

-- Last updated --

Real Warehouses

Warehouse spaces and stock status

Search

		On hand / reserved / blocked

Bin / Location

Storage location structure

Review Zone, Aisle, Rack, Shelf and Bin in one path.

Warehouse Setup

Create warehouse

Create a warehouse or edit a warehouse from the table.

Code Name (TH) Name (EN) Warehouse Type Address Warehouse is active

Warehouse structure

Manage warehouse status

Edit or deactivate a warehouse only after stock and pending work are cleared.

Warehouse Location Code Location Name Zone Aisle Rack Shelf Bin Storage Type Description

Default receiving/sellable location Holding / quarantine area Location is active

Vendor Base

Suppliers

Supplier contacts and purchasing readiness for material planning.

Supplier Setup

Add purchasing partner

Create a new supplier or edit an existing partner from the table.

Linked company Code Name

Legal Name Tax ID Branch Code Branch Name Contact Name Contact Email Phone Payment Term Days Purchase Currency Withholding Tax Profile Lead Time Days Minimum Order Qty Rating Compliance Status Bank Name Bank Account Name Bank Account No.

Address Compliance Note

Supplier is active Preferred supplier Supplier is on hold

Hold Reason Note

Supplier Directory

Supplier contacts and planning details

Search contacts and check lead time, supplier status, and open purchase orders.

All suppliers 0

Active suppliers 0

Preferred suppliers 0

On hold or inactive 0

									Actions

Client Base

Customers

Customer Setup

Add selling partner

Create a new customer or edit an existing account from the table.

Linked company Code Name

Legal Name Trade Name Tax ID Branch Code Branch Name Contact Name Contact Email Phone Customer Group Credit Limit Price List Tax Profile Payment Method Sales Person

Address Billing Address Shipping Address Credit Term Days

Customer is active Customer is on hold Customer is blacklisted

Hold Reason Blacklist Reason Note

Customer Directory

Customer accounts

							Actions

Procurement

Purchase orders

Track supplier orders, expected dates, and outstanding quantities.

New Purchase Order

Build a receiving plan

PO Number Supplier Expected Date Note

Line Items

Products to receive

PO Register

Purchase order tracking

Revenue Flow

Sales orders

New Sales Order

Plan outbound delivery

SO Number Customer Warehouse Expected Date

Requested Ship At Ship Window Start Ship Window End Urgent Shipment

Schedule times are interpreted in the business timezone configured by the API and stored in UTC.

Ship To Location Urgent Reason Note

Line Items

Products to deliver

SO Register

Current outbound pipeline

Selected SO

Detail & actions

Schedule Queue

Delivery preparation queue

Inventory control

Controlled stock documents

Return materials, transfer ownership, or correct quantity without editing balances directly.

New document

Prepare inventory transaction

Document type Document date Warehouse Current stock owner Reference Reason Note

Add stock line

Search by product code, name, or lot, then enter the controlled quantity.

Search stock / lot Stock / lot Quantity Line note

Document register

Inventory control history

Document type Status

Document	Type	Warehouse	Owner	Quantity	Status	Actions

Selected document

Lines, movement links, and audit state

Traceability

Document trace

Follow a document from the upstream request to downstream posting, payment, reversal, credit note, or debit note.

Lookup

Trace by document ID

Workflow Rules

Status transition matrix

Review allowed document status changes and locked statuses before changing a workflow.

Document type

Adjustment

Reversal / credit / debit note

Create a controlled reversal, credit note, or debit note without editing posted documents directly.

Note type Document type Document ID Note number Note date Amount

Reason Note

Documents

Documents in this chain

Links

Trace relationships

Approval Center

Approvals & tracking

Approval requests

Search Document Type Status

	Request				Waiting for / next task

Admin View

System administration

User Management

Create user

Add a new user, or choose an existing user from the table to edit role, status, and password.

Username Full Name

Role Department Job Role Assigned company Required for Co-Sale so company data stays separated. Company access Group access is available only to administrators and Co-Sale. Approval Limit Branch Scope Warehouse Scope User is active Test account Require real name and a new password at next sign-in

Password Confirm Password

Password policy is loaded from the API. Leave it blank while editing to keep the current password.

Security

Change admin password

Use this form to update the password for the account you're currently signed into without relying on startup defaults.

Users

Access roster

		Access scope			Actions

Activity source

Audit Logs

Latest protected actions

Every team. Connected.

Daily operations

Data scope

Today

Work requiring action

Work overview

Stock control

Receiving pipeline

Outbound delivery queue

AR, AP, cash, and unposted documents

Core ERP document flow

Operational timeline

Audit trail

Your workspace

Products

Add a stock item

What are you adding?

Which formula needs this item?

Product list

Product settings

Units, pricing, suppliers, stock policy, BOM, and documents

Category information

Grouping and warehouse default

Existing product categories

Units

Conversion rules

Sales price sets

Prices and conditions by sales price set

Product suppliers

Supplier price history

Unit setup

Conversion setup

Sales price set

Product price and conditions

Supplier setup

Price history entry

Warehouse-specific stock rules

Warehouse policy setup

Finished goods packaging formula

Check packaging materials

Import packaging BOM

Reserve packaging materials

Issue packaging from reservation

Reserved / issued / shortage

Create formula and add packaging items

Formula information

Packaging items in this formula

Packaging ECO/ECN

Component lines

Raw material formula for FG

Check raw material availability

Create formula and add raw materials

What will this formula produce?

What raw materials are required?

Raw material lines

Attachments and certificates

Attachment upload

Production requests

My work

Production request list

Production Orders

Find and track manufacturing orders

Manufacturing Orders

Labor and production overhead

Production cost entries

Receive FG after production

Reserve raw materials for production

Issue raw materials to production

Reserved / Issued / Shortage

Actual vs standard consumption

Production cost and WIP

Warehouses

Warehouse spaces and stock status

Storage location structure

Create warehouse

Manage warehouse status

Suppliers

Add purchasing partner

Supplier contacts and planning details

Customers