What we shipped, in plain language.

Every user can read published quality documents and acknowledge them, without needing access to the quality registers.

Keep achieved and planned certificates with standard, certification body, scope, plants and files. Record surveillance audits, and the next audit date rolls forward. Expired status, colours and days to expiry are shown automatically. You get alerts 90 and 30 days before expiry and 30 days before a surveillance audit.

Print a certificate pack for a plant. It has a cover page followed by the certificate PDFs, and expired certificates are left out.

Quality documents get numbers from their document type's pattern, and a number is never reused. Each revision is approved by the approvers set on the type. A revision with a future effective date waits as Approved and becomes current on that date. Quality revisions can no longer be submitted from the general policy screen. They must be submitted from Quality > Documents.

Print the Master Document List, where drafts are marked 'Draft - not in use'. See which documents are due for review, and record a review with no change.

The issue list is proposed from the document's distribution list. Each issued copy prints with its copy number, revision and effective date. When a revision is superseded, its issued copies appear as withdrawal lines until you confirm them. Every other print is marked UNCONTROLLED COPY with the date and user, and attached PDFs get the same watermark.

Set up document types with numbering pattern, approver steps, review period, retention and ISO 9001:2015 clauses. Keep a retention schedule and disposal register for hard-copy records. A batch cannot be disposed of before its retain-until date. Assign quality roles per plant and print the quality organisation. A new Document Controller role is available.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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