Goal of the Project

The AI-Powered Inbound Receiving Assistance project is designed to simplify, accelerate, and improve warehouse receiving operations by allowing users to complete complex inbound tasks through natural-language chat instructions. Instead of manually navigating through multiple records, product rows, inventory locations, bins, batches, and serial number fields, warehouse users can interact with the AI assistant using simple instructions. The system understands the request, identifies the correct inbound data, presents valid inventory options, and applies updates directly to the receiving screen. The main goal is to reduce repetitive manual work, minimize unnecessary clicks, improve receiving accuracy, and help warehouse users complete inbound transactions faster. The solution is especially useful when receiving multiple products, serialized items, batch-controlled products, or large quantities of inventory.

Current Situation

Currently, warehouse users must complete several manual steps before an inbound receiving transaction can be finalized. Users first need to search for the correct inbound logistics record using information such as the Purchase Order number, vendor, barcode, or logistics record name. After finding the correct record, users must manually select the required product line, assign inventory locations, choose storage bins, select batch or lot numbers, verify stock details, and provide serial numbers for serialized products. When several products are received at the same time, these activities become repetitive and time-consuming. Manual processing can also result in incorrect product selection, invalid inventory assignments, duplicate serial numbers, quantity mismatches, incomplete receiving information, and delays when users are unfamiliar with the process.

Planned Features and Improvements

Conversational Inbound Management: The AI allows warehouse users to search for inbound records and select receiving products directly through the chat. It can locate records using a Purchase Order number, vendor name, product barcode, or logistics record name. Once the record is identified, the AI retrieves the related products and helps the user select the correct receiving line using product details such as the product name, product code, barcode, or line reference. The selected row is then prepared for inventory assignment, batch selection, or serial number entry.
Intelligent Inventory Assignment: The AI retrieves available inventory locations and displays valid storage options for the selected product. Once a location is selected, the system retrieves the bins associated with that location and product. For batch-controlled or lot-controlled products, the AI can also retrieve batch and lot details, including stock quantities, expiry dates, inventory locations, and storage bins. Users can assign the required location, bin, batch, or lot directly through the chat, and the AI updates the correct receiving row after validating the selected values.
Smart Serial Number Automation: The AI helps users manage serialized products without manually entering every serial number. It identifies the receiving quantity, determines how many serial numbers are required, and generates them using configured naming patterns, sequences, prefixes, or business rules. Before assigning the generated serials, the system checks existing serial number records. If a duplicate is found, it is skipped and a new serial number is generated until the required number of unique serials is reached. This helps prevent duplicate values, missing serial numbers, incorrect formats, typing mistakes, and quantity mismatches.
Receiving Validation: Before finalizing any update, the AI validates the selected inbound record, product line, receiving quantity, inventory location, storage bin, batch or lot information, and serial numbers. For batch-controlled products, it validates the batch or lot, available stock, expiry information, and product relationship. For serialized products, it validates the serial count, duplicate serials, existing records, serial format, and the relationship between the product and serial numbers. If any required information is missing or invalid, the AI prevents the update and identifies what must be corrected. Only after all validations pass does the system update the selected receiving rows.
Context-Aware AI User Guidance: The AI assistant also provides built-in guidance for the complete Inbound Receive Logistics and Receive Inbound process. Users can ask for help with channel and distribution site selection, record searching, account filtering, barcode scanning, product receiving, location and bin assignment, batch handling, serial number entry, quality-check activities, and other receiving operations. Guidance is displayed through clear, step-by-step cards inside the chat, allowing users to move through each step without leaving the receiving screen. When a user is stuck, the AI explains the next required action. For scanning activities, it can guide users through preparing and using a physical scanner, selecting the correct scan-enabled field, processing scanned information, and resolving unrecognized or unmatched barcodes. This acts as context-aware documentation and reduces dependency on separate manuals or support teams.

What Makes This Solution Unique

The AI-Powered Inbound Receiving Assistance solution is not limited to answering questions or displaying instructions. It understands the active inbound context and performs real operations directly on the receiving screen. The AI can search inbound logistics records, identify matching records, display inbound products, select the correct receiving row, retrieve inventory locations and bins, display available batches and lots, show stock and expiry information, assign inventory values, generate serial numbers, detect duplicates, validate quantities, update receiving lines, and provide step-by-step user guidance. This creates an action-oriented AI assistant that connects with active Salesforce and inventory data, applies business rules, validates transactions, updates the screen, and supports users when assistance is required.

Availability

The AI-Powered Inbound Receiving Assistance functionality is currently active and available within the Inbound Receive Logistics and Receive Inbound screens. Warehouse users can use the AI chat to search records, select products, review inventory options, manage batch and serial information, validate receiving data, update inbound records, and access contextual guidance.

Summary

The AI-Powered Inbound Receiving Assistance project transforms inbound receiving from a manual, repetitive, and multi-step process into a faster and more intelligent conversational experience. By combining conversational record search, intelligent inventory assignment, serial number automation, duplicate prevention, receiving validation, and context-aware user guidance, the system reduces manual effort and helps prevent common warehouse errors. The solution improves receiving speed, inventory accuracy, warehouse productivity, and user experience with fewer clicks, fewer mistakes, and less dependency on external documentation.

Goal of the Project

The TForce Shipment Integration project aims to streamline shipment management and logistics operations by integrating TForce shipping services directly into the platform. The project focuses on automating shipment processing, improving tracking visibility, optimizing carrier coordination, and enhancing customer communication throughout the shipment lifecycle. It also enables real-time shipment updates, intelligent automation, and seamless integration between order management and logistics workflows.

Planned Features and Improvements

TForce Shipment Creation Integration

Implement direct integration with TForce APIs to automatically create shipments from sales orders, service orders, or work orders. This will reduce manual data entry, improve accuracy, and accelerate shipment processing.

Real-Time Shipment Tracking

Enable real-time shipment tracking and status synchronization between TForce and the platform. Users will be able to monitor shipment progress, estimated delivery timelines, and carrier updates without relying on manual communication.

Automated Label and Documentation Generation

Introduce automated generation of shipping labels, manifests, and shipment-related documents directly within the system. This ensures standardized documentation and reduces operational overhead.

Intelligent Carrier and Shipment Management

Provide both manual and automated shipment handling options:

Manual Shipment Management

Operations teams can manually review, update, or assign shipment details based on business requirements or special handling instructions.

Automated Shipment Processing

The system automatically processes shipment requests, selects predefined shipping configurations, validates shipment details, and updates statuses based on TForce responses.

Pickup Scheduling and Delivery Coordination

Implement automated pickup scheduling and delivery coordination workflows with TForce. This allows efficient planning of shipment pickups, rescheduling requests, and delivery updates while maintaining synchronization with related records.

Shipment Cancellation and Rescheduling Flow

Introduce structured cancellation and rescheduling workflows that automatically synchronize shipment records and related operational data. Any changes to shipment schedules or cancellations will be reflected across the system to ensure operational consistency.

External User Shipment Portal (LWR Site)

Develop an LWR (Lightning Web Runtime) site that allows customers, partners, or external stakeholders to interact with shipment workflows. Users may be able to:

• Track shipment status
• View shipment history
• Download shipment documents
• Request shipment changes
• Monitor delivery progress

This provides a secure and user-friendly self-service experience.

Notification and Alert Automation

Implement automated notifications and alerts for important shipment events such as shipment creation, pickup confirmation, in-transit updates, delays, delivery confirmation, or exceptions. Notifications can be sent through email, SMS, or in-app communication channels.

Current Situation

Currently, subscription invoices and payments can be created and recorded within the system; however, recognising revenue over the subscription lifecycle requires manual accounting processes. Businesses must manually create journal entries or perform periodic adjustments to realise revenue, increasing administrative effort and the risk of reporting inaccuracies.

Planned Features and Improvements

• Automatically recognise subscription revenue based on configurable schedules such as monthly, quarterly, yearly, or custom periods.
• Generate revenue realisation journal entries without manual intervention.
• Support deferred revenue accounting by recognising income as services are delivered.
• Configure different revenue recognition rules for different subscription plans.
• Provide dashboards and reports showing recognised, deferred, and remaining revenue.
• Integrate seamlessly with invoices, payments, subscriptions, and the general ledger.

What Makes This Solution Unique

Unlike traditional billing systems that recognise revenue immediately, this solution separates billing from revenue recognition. It automates the complete income realisation process while maintaining compliance with accounting standards, eliminating manual journal entries and ensuring accurate financial reporting for subscription businesses.

Availability

Implementation of the Subscription Income Realisation solution is currently in progress and will be available in an upcoming release. Additional reporting and forecasting capabilities will be introduced in future releases.

Summary

The Subscription Income Realisation solution automates deferred revenue management by recognising subscription income throughout the service period, reducing manual accounting effort while improving financial accuracy and compliance.

Goal of the Project
The Service Appointment Booking project aims to provide a seamless, unified scheduling experience for both internal dispatchers and external customers. It enables users to browse services, capture accurate location data, and instantly secure time slots with qualified technicians, all while maintaining strict rules for shift capacity, service radiuses, and real-time resource allocation.

Current Situation
Currently, booking a service appointment can involve disjointed systems and manual coordination. Dispatchers and customers may struggle to know exactly when a technician is available, whether a location falls within the supported service area, or if a technician possesses the specific skills required for the job. This manual overhead increases the risk of double-booking, routing errors, and scheduling delays.

Planned Features and Improvements
Unified Multi-Step Booking WizardIntroduce a guided, step-by-step booking interface designed to handle complex scheduling scenarios effortlessly. The wizard adapts its behavior based on whether the user is an internal employee or an external customer:

• Service Selection: Users can search, filter, and select available services, complete with pricing and dynamic requirements.
• Customer Management: Internal staff can utilize a quick-search lookup to find existing client records and accounts, while external customers can easily input or verify their contact details.

Intelligent Location & Service Radius Validation To prevent routing failures and capture highly accurate data, the booking flow features an embedded interactive map powered by Leaflet.js and OpenRouteService:

• Interactive Pin-Dropping: Users can click the map to pinpoint exact service locations, automatically translating coordinates into formatted addresses (Reverse Geocoding).
• Automated Radius Checks: The system instantly validates whether the selected address falls within the allowed service radius for the specific product and resource group, preventing out-of-bounds bookings.

Real-Time Capacity & Skill-Based Routing
The new scheduling engine completely eliminates the risk of double-booking by calculating availability in real-time. Key capabilities include:

• Dynamic Time Slots: The calendar instantly factors in technician shifts, lunch breaks, approved time-off, and company holidays before displaying available times.
• Expertise Filtering: Users can filter available technicians based on mandatory qualifications, certifications, and specific skill sets required for the selected service.
• Concurrency Protection: Built-in race condition guardrails prevent double-booking if two customers attempt to reserve the exact same technician at the exact same time.

Flexible Resource Allocation
Depending on the service configuration, the system supports multiple assignment strategies:

• Manual Selection: Customers or dispatchers can view a list of eligible specialists and manually pick their preferred technician.
• Auto-Allocation (Load Balancing): For standard services, the system can automatically assign the job to the most appropriate technician based on current workload and capacity, ensuring fair distribution of tasks.

Self-Service Appointment Management
To reduce administrative overhead, the booking screen includes a built-in "Manage Mode."

• Customers and dispatchers can look up existing appointments using a booking reference and email.
• Users can view full booking summaries, execute one-click cancellations, or seamlessly reschedule the appointment to a new date and time using the same availability engine.

Availability
The implementation of the comprehensive Service Appointment Booking flow is currently rolling out. These features will be available in an upcoming release to dramatically improve scheduling efficiency, eliminate booking conflicts, and enhance the customer experience.

Summary
The Service Appointment Booking feature introduces a highly intelligent, guided scheduling workflow for both customers and internal staff. By combining interactive map-based location validation with a real-time availability engine, users can easily select services, verify service radiuses, and filter technicians by specific skills. With support for both manual specialist selection and automated load-balancing, alongside self-service rescheduling capabilities, these updates aim to modernize appointment logistics and ensure perfectly optimized technician schedules.

Goal of the Project

The primary goal of this project is to implement a comprehensive, transparent, and engaging Employee Reward & Recognition (R&R) platform within Salesforce. This aims to:

• Enhance employee motivation, engagement, and retention.
• Provide a structured and automated process for recognizing employee contributions.
• Offer flexible and personalized reward redemption options.
• Streamline administrative tasks associated with managing reward programs and recognition initiatives.

Current Situation

Prior to this project, there was no dedicated or formalized system for managing employee rewards and recognition within the organization. Processes were entirely manual, ad-hoc, or non-existent, leading to:

• A complete lack of transparency for employees regarding earned recognition or reward balances.
• Inconsistent recognition efforts across different teams or departments.

Planned Features and Improvements (What We've Implemented)

Our work has established robust functionalities across several key areas:

• Comprehensive Point-Based Rewards System:
  • Employee Reward Wallets: Employees have a clear, real-time view of their available points.
  • Transparent Point Accrual: Detailed history of how points are earned (e.g., from nominations, bonuses, specific initiatives).
  • Dynamic Reward Catalog: An intuitive online catalog for Browse and selecting rewards, displaying variable point ranges and quantities.
  • Seamless Redemption: Employees can easily add selected rewards to a persistent redeem list (cart) and then proceed with a guided redemption process.
  • Automated Reward Fulfillment: Integration with the Tremendous API ensures instant, automated delivery of digital rewards (e.g., e-gift cards) to recipients.
• Structured Recognition & Nomination Process:
  • Admin-Defined Award Programs: HR/Admins can create and manage specific Reward Nomination Campaigns (e.g., "Innovation Champion Award," "Q3 Sales Excellence").
  • Employee Self-Service Nominations: Employees can easily submit nominations for themselves or their peers for active campaigns.
  • Consolidated Manager Review: Managers are presented with an efficient, nominee-centric view of nominations for a campaign, aggregating requests for the same employee.
  • Streamlined Award Granting: Managers can make a single, consolidated decision to award points to an employee for all related nominations, automatically creating a single reward grant and updating all linked nominations.
• Personalized & Actionable Dashboards:
  • Employee Home Dashboard: Provides employees with a quick overview of their available points, recent earning/redemption activity, and highlights open nomination campaigns.
  • Admin Dashboard: Offers administrators a centralized view of program health, pending nomination reviews, top-recognized employees, and organizational point activity trends.

Availability

The core Employee Reward & Recognition functionalities, including the point system, online catalog, Tremendous integration, the full nomination and consolidated awarding process, and both the employee and admin dashboards, are now available for use. These features provide a comprehensive and integrated solution for managing your organization's recognition and reward programs.

Goal of the Project

The Service Workbench project aims to provide a centralized interface for managing and scheduling service operations efficiently. It introduces dedicated modules for planning, building, and scheduling work orders (WOs), enabling better visibility of service requests, streamlined resource allocation, and improved coordination between registrations and work orders.

Current Situation

Currently, work order management and scheduling processes require multiple manual steps, and there is limited control over how registrations and work orders interact. Resources can sometimes be double-booked, and multiple work orders may be created for the same registration without restrictions. Additionally, registration validation and synchronization with work orders are not fully enforced.

Service Workbench Modules

Planner

The Planner module provides a view of work orders categorized by their status (e.g., Pending, Scheduled, In Progress, Completed). This allows planners to quickly monitor the progress of service activities and prioritize tasks accordingly.

Builder

The Builder module organizes work orders based on Work Centers (WC). This helps operations teams group and manage service tasks according to their operational units or departments.

Scheduler

The Scheduler module enables efficient scheduling of work orders through the following options:

• Schedule Work Order by Service:
  Users can schedule a work order by selecting the required service and assigning appropriate resources.

• Schedule Work Order from Registration:
  Work orders can also be scheduled based on registrations created by external users, enabling a seamless transition from customer request to service execution.

Identified Issues and Improvements

Resource Blocking Conflict

When a resource is already blocked through a registration, the system currently allows the same resource to be scheduled again through a work order.
Improvement: Implement validation to prevent double-booking of resources across registrations and work orders.

Multiple Work Orders for a Single Registration

The system currently allows multiple work orders to be created for the same registration.
Improvement: Introduce restrictions or checks to ensure that only the appropriate number of work orders can be generated for a given registration.

Registration Validation

Registrations currently lack sufficient validation or linkage with work orders.
Improvement: Strengthen the relationship between registrations and work orders to ensure proper tracking, prevent duplication, and maintain data consistency across the service workflow.

Availability

The Service Workbench functionality and related improvements are currently being developed and refined. Enhancements addressing scheduling controls, registration validation, and resource conflict management will be included in upcoming releases.

Summary

The Service Workbench introduces structured modules—Planner, Builder, and Scheduler—to simplify work order planning and scheduling. It supports scheduling directly from services or external user registrations while providing operational visibility. Ongoing improvements will address issues such as resource double-booking, multiple work orders for the same registration, and stronger registration validation, ensuring a more reliable and efficient service management workflow.

Goal of the Project

The RMA for Kit Products project aims to enhance the return management process by allowing users to return individual line items of a kit product instead of being limited to returning the entire kit. This provides greater flexibility in handling partial returns and improves accuracy in service and inventory operations.

Current Situation

Currently, when a kit product is involved in an RMA process, the return is typically handled at the kit level. Users do not have the flexibility to return only specific components or line items within the kit, which can create challenges when only part of the kit is damaged, defective, or needs replacement.

Planned Features and Improvements

Line Item Level Return for Kit Products

Enable users to create RMAs for specific line items within a kit product rather than requiring the full kit to be returned. This will allow more precise return handling and better support real-world service scenarios.

Partial Return Flexibility

Provide the ability to select only the affected components of a kit product during the return process. This ensures that unnecessary returns of unaffected items are avoided.

Improved Return Accuracy

Ensure that the RMA process correctly captures which kit components are being returned, helping maintain accurate inventory, replacement, and refund records.

Better Inventory Tracking

Support inventory adjustments at the kit component level, so returned line items can be tracked, restocked, repaired, or replaced individually.

Enhanced User Experience

Simplify the return workflow for users by clearly displaying kit products and their associated line items, making it easier to identify and return only the required items.

Availability

The implementation of RMA for Kit Products with line item return capability is currently in progress. This enhancement will be available in a future release to improve flexibility and efficiency in the return management process.

Summary

The RMA for Kit Products enhancement will allow users to return specific line items of a kit product instead of returning the entire kit. With improved flexibility, accurate inventory tracking, and a more user-friendly return process, this feature will make RMA handling more practical and efficient. It is currently under development and will be introduced in an upcoming release.

Sample Request Management

Objective

Provide a structured process for requesting, approving, and distributing product samples while ensuring inventory is accurately tracked and utilized only from designated Sample stock.

Business Need

Currently, sample products are often managed manually, making it difficult to track requests, approvals, inventory consumption, and customer evaluations. A dedicated Sample Request process will standardize these activities and improve visibility.

Features

• Capture customer details, requested products, quantities, and business justification.
• Approval workflow before inventory is committed.
• Reserve inventory only from Sample Inventory.
• Create logistics using the existing logistics workflow.
• Utilize existing shipment integration.
• Track request status throughout the lifecycle.

Expected Benefits

• Centralized management of sample requests.
• Better utilization of sample inventory.
• Complete audit trail of sample distribution.
• Reduced manual effort.
• Improved visibility into sample consumption.

Goal of the Project

The goal of this project is to build a centralized feedback management system within Axolt that allows customers to easily share their experience after key business interactions such as Sample Requests, Demo Requests, and Sales Orders. The system aims to replace inconsistent, manual feedback collection with a structured, automated process that captures customer sentiment at the moment it matters most, right after an interaction is completed. Ultimately, the objective is to give sales and support teams a reliable, real-time view of customer satisfaction that can inform product improvements and strengthen customer relationships.

Current Situation

Today, customer feedback is collected inconsistently, if at all. Teams may rely on ad hoc phone calls, emails, or informal check-ins to gauge how a customer felt about a sample delivery, demo, or completed order. This creates several gaps:

• No standard process exists to trigger feedback requests after a business process is completed.
• Feedback that is collected often lives outside Salesforce, in inboxes or spreadsheets, disconnected from the original record.
• There is no way to track feedback trends over time for a given customer or product line.
• Sales and support teams lack visibility into customer sentiment unless it is manually escalated.

This makes it difficult to measure satisfaction objectively, spot recurring product or service issues early, or use feedback to guide sales follow-up.

Planned Features and Improvements

• Automated feedback request emails triggered upon completion of a Sample Request, Demo Request, Sales Order, or other qualifying business process.
• A public Experience Cloud/Site page where customers can submit feedback without needing a Salesforce login.
• Secure, token-based access to the feedback form, ensuring each request is unique to the customer and record, and cannot be accessed or reused improperly.
• Structured feedback capture, including Overall Rating, Comments, and Suggestions.
• Automatic association of submitted feedback with the originating record (Sample Request, Demo Request, or Sales Order), keeping context intact.
• A review interface for sales and support teams to see feedback as it comes in, tied directly to the relevant customer and process.
• A historical feedback log per customer, allowing teams to track satisfaction trends across multiple interactions over time.

What Makes This Solution Unique

• Native integration with existing Axolt processes: feedback is tied directly to the Sample Request, Demo Request, or Sales Order that triggered it, rather than existing as a disconnected form response.
• No login required for customers: the token-based access model removes friction, letting customers respond quickly without creating or remembering credentials.
• Cross-process design: unlike point solutions built for a single use case, this module is designed to work across multiple business processes from day one, making it easy to extend to future engagement types.
• Built for actionability: feedback isn't just stored, it's surfaced to sales and support teams in a way that supports follow-up and continuous improvement, not just archival.
• Historical visibility: teams get a longitudinal view of a customer's satisfaction over time, not just a single snapshot, making it easier to spot patterns and intervene early when satisfaction dips.

Availability

This feedback management module is planned as a native extension of the Axolt platform, built on Salesforce and Experience Cloud. It will be available to customers using Axolt's Sample Request, Demo Request, and Sales Order processes, with the framework designed to extend to additional business processes over time. Availability details such as release timeline, licensing, and rollout phases can be confirmed based on your release planning.

Summary

The Customer Evaluation & Feedback Management module addresses a real gap in how customer sentiment is captured and used today. By automating feedback requests, offering a secure and login-free submission experience, and tying every response back to its originating business process, Axolt gives sales and support teams consistent, actionable insight into customer satisfaction. This not only improves visibility into product and service performance but also builds a historical foundation for continuous improvement and stronger customer relationships over time.

Goal of the Project

To provide end-to-end visibility and control over demo products  from initial reservation and shipment through customer usage, return, and eventual reuse or sale ensuring every demo unit is tracked as the company asset it is.

Current Situation

Demo products currently move through the business with limited tracking. Units are reserved and shipped without a consistent link back to demo-specific inventory, return dates aren't systematically monitored, and there's no clear picture of which units are out with customers, overdue, or available for reuse. This creates a risk of demo units being lost, returned late, or sitting idle simply because no one knows they're free.

Planned Features and Improvements

• Reservation restricted to Demo Inventory only, keeping demo stock separate from sellable inventory.
• Capture of Customer, Demo Product, Quantity, and Expected Return Date at time of reservation.
• Logistics creation using Axolt's existing logistics functionality no duplicate process to maintain.
• Shipment of demo products through the existing shipment process.
• Complete, queryable history of demo allocations per product and per customer.
• Visibility into overdue returns and current demo inventory availability.

What Makes This Solution Unique

• Reuses existing logistics and shipment processes rather than introducing a parallel workflow, keeping the solution consistent with how the rest of the business already operates.
• Strict separation of Demo Inventory from regular sellable stock prevents demo units from being accidentally sold or double-booked.
• Full allocation history per product enables teams to see not just where a unit is now, but its complete usage trail useful for both asset accountability and identifying high-performing demo units.
• Directly connects the operational (logistics/inventory) side with the commercial side, since demo activity can be tied back to conversion outcomes.

Availability

Built as a module within the Axolt platform, available to internal operations, logistics, and sales teams through standard Salesforce record and list views, using existing Demo Inventory, logistics, and shipment infrastructure already in place.

Summary

Demo Product Lifecycle Management gives Axolt full visibility over demo assets from reservation to return. By capturing key details up front, reusing existing logistics and shipment processes, and maintaining a complete allocation history, it reduces the risk of lost or overdue units, improves inventory availability, and helps convert more demonstrations into sales.

Project Goal

Migrate the Scheduling & Booking Suite — including Event Booking, Appointment Booking, and Queue Management — from Salesforce 1GP to 2GP. This upgrade aims to modernize the architecture, eliminate legacy constraints, and enable modular innovation (e.g., AI-based queue prediction, dynamic resource allocation, real-time appointment optimization).

Current Situation

The current 1GP environment introduces several operational and technical challenges:

• Event Booking:
  Limited support for complex event workflows (multi-session, location-based rules) due to monolithic code structures.

• Appointment Booking:
  Rigid slot allocation logic and shared APIs with other modules risk conflicts during high-volume booking periods.

• Queue Management:
  Dependency chains delay updates to real-time queuing algorithms, reducing efficiency during peak walk-in traffic.

• Integration Constraints:
  Difficulty syncing schedules across logistics, HR, and ERP systems due to tightly coupled 1GP dependencies.

• Manual Deployment:
  Booking flows, calendar changes, and customer portal updates require manual rollouts, increasing downtime risk.

Planned Features and Improvements

1. Module-Specific 2GP Packaging

• Assign isolated namespaces for:

  • Event Booking (venue logic, multi-session events, ticketing APIs)

  • Appointment Booking (time-slot rules, booking/rescheduling engine)

  • Queue Management (real-time token generation, service allocation)

• Avoid namespace collisions and improve scalability across industries (healthcare, retail, service centers, etc.)

2. Granular Componentization

Break each module into modular, updatable 2GP bundles:

• Event Booking:

  • Session management

  • Location/venue engine

  • Customer registration + payment integration

• Appointment Booking:

  • Time slot logic

  • Customer-facing calendar UI

  • Booking/rescheduling rules

• Queue Management:

  • Live token generation

  • Smart allocation based on load

  • Display & kiosk integration

3. Cross-Module Integration

Leverage 2GP’s dependency-aware architecture to:

• Link Appointment Booking with Queue Management for seamless walk-in and scheduled flows

• Sync Event registrations with HRMS or training modules

• Feed booking/queue data into Logistics systems for dispatch or resource readiness

• Connect customer bookings with CPQ-driven product/service selections

4. Security & Compliance

• Apply role-based access to booking and queue data via 2GP controls

• Isolate event and appointment records from internal ERP/HR systems to meet GDPR/CCPA standards

• Enable fine-grained auditing and activity tracking for bookings and check-ins

5. AI & Automation with Axo AI

• Queue Management: Predict peak wait times and auto-allocate counters/resources

• Appointment Booking: AI-driven slot availability based on demand and staff capacity

• Event Booking: Recommend sessions or auto-adjust seat limits based on real-time interest

6. DevOps & Scalability

• CI/CD pipelines for:

  • Instant deployment of appointment slot rule changes

  • Zero-downtime rollout of new queue logic

  • Multilingual UI updates for events across regions

• API versioning for external integrations (e.g., calendars, payment gateways, logistics systems)

7. Customer & Employee Experience

Use Salesforce Experience Cloud to deploy:

• Branded customer portals for appointment booking, event registration, and live queue updates

• Mobile-ready views for staff managing bookings and queues in real time

• Self-service check-in kiosks integrated with live token displays and notifications

Availability & Rollout Plan

• Phase 1 (Q1): Core modules — Appointment Booking, Queue Engine, and Event Booking

• Phase 2 (Q2): Integration with HRMS, CPQ, Logistics, and ERP

• Phase 3 (Q3): AI-driven queue prediction, dynamic appointment routing, and event capacity optimization

Benefits Post-Migration

• Unified Scheduling Engine: Event, queue, and appointment data in sync with internal ops

• Faster Adaptation: Policy and logic updates deploy in minutes, not days

• Smarter Operations: AI-enhanced predictions for booking, rescheduling, and queuing

• Customer Delight: Reduced wait times, intuitive interfaces, and flexible self-service

Why This Works for Your Scheduling & Booking Suite

• Modular by Design: Each function—event, appointment, queue—is isolated and agile

• Optimized for Scale: Handles high-volume booking and check-in across industries

• Future-Proof: Ready for AI, Experience Cloud, and real-time integrations

• Seamless Experience: Staff and customers get connected, intuitive journeys across all touchpoints

AXO AI Assistant

Goal of the Project

The AXO AI Assistant project aims to bring intelligent, conversational AI directly into AXOLT ERP, enabling users to interact with business processes using natural language. Rather than navigating multiple screens and manually performing repetitive tasks, users can leverage AI to analyze data, generate transactions, process documents, retrieve information, and receive intelligent recommendations. The goal is to improve productivity, reduce manual effort, and provide decision support across ERP operations while maintaining full control and business context.

Current Situation

Traditional ERP systems require users to navigate multiple modules, manually enter data, analyze reports, and perform repetitive operational tasks. Business users often spend significant time searching for information, validating decisions, processing documents, and completing transactions across different areas of the system. While AXOLT ERP already provides comprehensive business functionality, many processes still depend on manual interaction and user-driven analysis.

Planned Features and Improvements

Conversational ERP Experience

Users will be able to interact with AXOLT ERP through natural language conversations.

• Ask questions about business data and transactions.

• Request information without navigating multiple screens.

• Perform actions through conversational commands.

• Receive contextual responses based on business records and user activity.

Intelligent Business Assistance

The AI Assistant will act as a digital co-worker by providing:

• Business recommendations based on historical data.

• Context-aware suggestions and validations.

• Identification of potential issues and exceptions.

• Decision-support insights to help users make informed choices.

Document Processing and Data Extraction

The system will be capable of processing uploaded documents and extracting relevant business information automatically.

• PDF and document analysis.

• Intelligent data extraction.

• Automated record population.

• Reduced manual data entry.

Transaction Creation and Automation

Users will be able to create and update business transactions using natural language instructions.

• Guided transaction creation.

• Automated data population.

• Workflow assistance.

• Reduced processing time for routine operations.

AI-Powered Analytics and Reporting

The assistant will provide intelligent access to business insights.

• Dynamic report generation.

• Natural language reporting.

• Trend analysis and data interpretation.

• Actionable business recommendations.

Context-Aware Decision Support

The AI Assistant will analyze business context before providing recommendations.

• Historical transaction analysis.

• Inventory and operational insights.

• Business rule validation.

• Real-time recommendations and alerts.

Unified AI Experience

AXO AI Assistant is designed as a centralized intelligence layer across AXOLT ERP. Instead of introducing separate AI tools for individual processes, users will have a single conversational interface capable of assisting with multiple business operations. This creates a consistent user experience while ensuring that intelligence is embedded directly within everyday workflows.

Availability

The AXO AI Assistant is currently being expanded across AXOLT ERP with ongoing enhancements and new AI-powered capabilities being introduced in future releases.

Summary

AXO AI Assistant transforms AXOLT ERP into a more intelligent and user-friendly platform by combining conversational AI, automation, business intelligence, and decision support. By helping users complete tasks faster, automate repetitive activities, and gain deeper business insights, the solution enables organizations to improve efficiency, accuracy, and operational productivity across their ERP ecosystem.

Goal of the Project

The Integrated Google Calendar & Smart Scheduling project aims to bridge the gap between Salesforce records and real-world availability. By syncing Google Calendar data directly into Salesforce, the system will enable users to generate dynamic scheduling links. This allows external clients to book meetings based on real-time availability, ensuring no overlaps with existing commitments or personal time blocks, all while keeping the data centralized within the CRM.

Current Situation

Currently, scheduling meetings requires manual back-and-forth communication or the use of third-party external tools that may not sync perfectly with Salesforce. Users often face "double-booking" risks because their Salesforce "Events" and Google Calendar "Meetings" are not unified. Furthermore, there is no native way to share a "live" availability link that respects existing time blocks, leading to manual data entry and fragmented scheduling workflows.

Planned Features and Improvements

Real-Time Bi-Directional Sync

Establish a secure, continuous sync between Google Calendar and Salesforce.

• Auto-Update: Changes made in Google (deletions, rescheduling) reflect instantly in Salesforce and vice versa.

• Conflict Detection: The system treats Google "Busy" slots as hard blocks, preventing any external bookings during those times.

Dynamic Scheduling Links

Users can generate a personalized or record-specific scheduling link to send to clients via email or chat.

• Smart Availability: The link dynamically scans the user’s calendar and only presents open slots.

• Time Buffer Management: Users can set "buffer zones" (e.g., 15 minutes between meetings) to prevent back-to-back fatigue.

Conflict-Free Meeting Creation

The scheduling engine is designed to prioritize the user's existing schedule.

• Zero Overrides: The system is strictly prohibited from overwriting existing meetings or private time blocks.

• Automatic Time Zone Conversion: The link automatically detects the recipient's time zone and displays availability accordingly.

Automated Record Association

When a meeting is booked through the link, the system automatically:

• Creates an Event record in Salesforce.

• Links the event to the appropriate Contact, Lead, or Account.

• Sends an automated Google Calendar invite to all participants.

Unified Scheduling Experience

Introduce a centralized dashboard within Salesforce where users can manage their booking preferences, view synced events, and customize their availability. This eliminates the need for external scheduling software and ensures that every interaction is logged within the Salesforce ecosystem for better reporting and follow-up.

Availability

The Integrated Google Calendar & Smart Scheduling feature is currently in the development phase. It is slated for a future release, aiming to provide a more streamlined, professional, and error-free way for users to manage their time and client interactions.

Summary

This enhancement will empower users to sync their Google Calendars with Salesforce and share intelligent scheduling links with clients. By respecting existing time blocks and automating meeting creation, the feature removes the friction of manual scheduling. This ensures a professional booking experience for clients while increasing productivity and data accuracy for Salesforce users.

Goal of the Project

The Service Management and Resource Allocation Enhancement project aims to streamline service delivery by improving how service locations, resources, and work orders are managed. It introduces automated checks for serviceability, efficient resource booking, intelligent resource allocation, and seamless work order handling. The project also enables external user interaction through an LWR site and enhances automation through Agentforce implementation.

Current Situation

Currently, service operations rely heavily on manual processes for validating service locations, assigning resources, and managing work orders. Resource allocation and scheduling may require manual coordination, and cancellation or rescheduling processes may not always synchronize automatically with existing work orders. Additionally, external users have limited self-service capabilities for interacting with these workflows.

Planned Features and Improvements
Serviceable Location Check (GeoLocation-Based)

Implement a GeoLocation-based validation system that checks whether a client’s address falls within the serviceable area of a resource group. This ensures that service requests are only accepted if the customer location can be supported by available resources in that region.

Multi-Resource Booking

Enable the ability to book multiple resources for a single service request or work order. This is particularly useful for services that require collaboration between different technicians, equipment, or skill sets.

Automatic Work Order Creation

Introduce automatic work order generation when a service request is confirmed. This will reduce manual effort, ensure consistency, and accelerate the service execution process.

Resource Allocation Options

Provide both manual and automated resource allocation mechanisms:

Manual Resource Allocation: Administrators or dispatchers can assign specific resources based on expertise or operational needs.

Automatic Resource Allocation: The system automatically assigns the least busy or most suitable resource based on predefined criteria such as workload, availability, and skill set.

Cancellation and Rescheduling Flow

Implement structured cancellation and rescheduling workflows that automatically synchronize with the associated work orders. Any changes made to appointments will be reflected in the work order to maintain operational accuracy.

LWR Site for External Users

Develop an LWR (Lightning Web Runtime) site to allow external users such as customers or partners to interact with service workflows. This may include submitting requests, tracking service status, or managing bookings in a secure and user-friendly interface.

Agentforce Implementation

Integrate Agentforce automation to streamline service processes, support intelligent workflows, and improve operational efficiency. Agentforce can assist with task automation, service orchestration, and AI-driven support within the service management lifecycle.

Availability

The implementation of the Service Management and Resource Allocation Enhancement features is currently in progress. These capabilities will be introduced in upcoming releases to improve service delivery, automation, and resource management across the platform.

Summary

The Service Management and Resource Allocation Enhancement initiative introduces advanced capabilities such as GeoLocation-based serviceability checks, multi-resource booking, automatic work order creation, and intelligent resource allocation. Combined with cancellation and rescheduling synchronization, an external LWR site, and Agentforce automation, this project aims to modernize and optimize service operations. These features are under development and will be available in future releases.

Goal of the Project
The Natural Language Quote Generation feature enables users to create quotes using
simple text prompts, reducing dependency on manual configuration and improving
efficiency.
Key objectives include:
• Simplified User Interaction: Allow users to create quotes using conversational
inputs.
• Automation: Automatically identify products, quantities, and pricing.
• Faster Quote Creation: Reduce time taken to build quotes manually.
• Error Reduction: Minimize incorrect product selection and configuration mistakes.
Current Situation
This feature is implemented and allows users to generate quotes using prompts. However,
there are some considerations:
• AI successfully identifies products, quantities, and pricing from user prompts.
• Product mapping and configuration are handled automatically.
• Complex or ambiguous prompts may require refinement.
• Limited control over modifying existing line items via chatbot to avoid conflicts.

Goal of the Project

The PDF-Based Quote Creation feature enables users to upload documents and
automatically generate quotes by extracting relevant product and pricing details.

Key objectives include:

• Document Parsing: Extract product, quantity, and pricing details from PDFs.
• Automation: Convert unstructured data into a structured quote format.
• Efficiency: Reduce manual data entry from external documents.
• Accuracy: Improve consistency in quote creation.

Current Situation

The feature is implemented and supports document-based quote creation.

• AI extracts and maps product details from uploaded PDFs.
• Automatically creates quote line items based on extracted data.
• Handles structured documents effectively, with some limitations on complex formats.

Goal of the Project
This feature allows users to dynamically create missing products directly from prompts,
ensuring uninterrupted quote creation.
Key objectives include:
• Seamless Experience: Avoid blocking users due to missing products.
• Controlled Creation: Ensure product creation happens only after user confirmation.
• Flexibility: Support both normal and configurable products.
Current Situation
The feature is implemented with controlled behavior:
• AI detects missing products during quote creation.
• Products are created only when explicitly confirmed by the user.
• Newly created products are automatically added to the quote.
• Prevents unintended or incorrect product creation.

Goal of the Project
This feature ensures the chatbot responds appropriately to irrelevant or unsupported
prompts, improving user experience and system reliability.
Key objectives include:
• Controlled Responses: Avoid generating incorrect or irrelevant outputs.
• User Guidance: Suggest supported functionalities.
• System Stability: Prevent misuse of chatbot capabilities.
Current Situation
The feature is implemented:
• Detects prompts that are ???? the supported scope.
• Responds with “out of scope” message.
• Provides suggestions to guide users toward valid actions.

Goal of the Project
This feature enables users to reuse previously accepted quotes of a customer to speed up
quote creation and maintain consistency.
Key objectives include:
• Faster Quoting: Reduce effort by reusing existing data.
• Customer Context: Leverage past purchase history.
• Flexibility: Allow modification of reused quotes.
Current Situation
The feature is implemented:
• Fetches previously accepted quotes for a customer.
• Displays items, quantities, and pricing.
• Allows users to modify and generate new quotes quickly.

Goal of the Project
This feature ensures that discounts applied to quotes do not negatively impact profitability
by validating them against vendor cost cards.
Key objectives include:
• Profit Protection: Ensure deals remain profitable after discounts.
• Real-Time Insights: Show profit/loss and margin instantly.
• Decision Support: Help sales users apply safe discounts.
Current Situation
This feature is currently in progress:
• System fetches active vendor cost cards for products.
• Calculates profit/loss and margin based on discount.
• Displays results in the Quote Console.
• Planned enhancement includes AI-based suggestions to maintain target margins
(e.g., 40%).

Goal of the Project

The AI Document Extraction and Conversational Editing project aims to streamline
the quoting and order creation process by eliminating manual data entry. By
allowing users to upload documents directly into the EPOS system and edit their
carts using natural language, the system significantly reduces administrative
effort while minimizing human error.

Current Situation

Currently, when a customer submits an order request as a PDF, sales
representatives must manually review the document, search for each product in
the catalog, verify quantities, and add each item to the cart individually.
Any subsequent changes require navigating through multiple line items to update
quantities, prices, or remove products, making the checkout process slower and
more time-consuming.

Planned Features and Improvements

• Automated PDF Data Extraction: Users can upload a PDF directly
  into the AI chatbot, which extracts product names, quantities, and requested
  prices from both tables and unstructured text.
• Smart Product Matching: The AI validates extracted products
  against the active Salesforce Pricebook and automatically stages matching
  products in the cart.
• Conversational Line Editing: Sales representatives can use
  natural language commands such as "Update the Server quantity to 5"
  or "Remove the keyboards", and the AI instantly updates the cart.
• Missing Product Handling: If an extracted product cannot be
  matched to the product catalog, the AI generates a clear report identifying
  the unmatched items.
• Dynamic Tax and Price Recalculation: Any modifications made
  through AI automatically trigger background calculations to recalculate net
  amounts, gross amounts, and applicable taxes.

Availability

The PDF Extraction and Conversational Editing capabilities are currently active
and deployed across the EPOS and Transfer Order consoles.

Summary

This project transforms order entry from a manual, click-intensive process into
an intelligent, automated workflow. By combining AI-powered document extraction
with conversational cart editing, sales representatives can create accurate,
complex quotes and orders much faster while improving overall productivity and
reducing errors.

Goal of the Project

The Price Auditing project is designed to provide real-time revenue protection
by giving sales representatives immediate visibility into a customer's historical
pricing. This helps ensure consistent pricing across orders, protects profit
margins, and flags potential anomalies before a quote is finalized.

Current Situation

Sales representatives often struggle to quickly recall or verify the exact price
a specific B2B customer paid for an item on a previous order. Searching through
historical invoices or past orders to confirm pricing is a manual and
time-consuming process. This can lead to margin leakage or customer disputes
when price changes are not identified early.

Planned Features and Improvements

• Real-Time Price Auditing: Users can ask the AI to
  "Audit my cart", prompting the system to compare the current staged
  items against the account's historical order data.
• Anomaly Detection: The AI compares current cart prices with
  the last purchased price and flags significant increases or decreases using
  visual warnings.
• Clickable Audit Trails: When historical data is available,
  the AI generates a clear summary table with direct, clickable links to the
  original source orders for quick verification.
• Document Price Guardrails: When extracting data from PDFs,
  the AI helps protect margins by staging products at standard catalog prices
  and warning users if the document contains an unauthorized custom price.

Availability

The Historical Price Auditing feature is fully integrated into the Axo AI
chatbot and is currently available on the EPOS screen.

Summary

The Price Auditing project acts as an automated safeguard for sales margins.
By instantly comparing current cart values with historical purchase data and
highlighting anomalies in the chat, the system helps sales representatives
maintain pricing consistency without manually searching through past records.

Goal of the Project

The Tier Discount Allocation (TDA) Suggestion feature is designed to maximize
sales opportunities and improve customer satisfaction by proactively notifying
sales representatives when items in their cart qualify for pre-approved
discount plans.

Current Situation

Sales environments often include complex tiered pricing rules and promotional
discount structures. Currently, sales representatives must manually verify
whether a customer's order qualifies for available discount plans. This
dependency on manual checks often results in eligible discounts being missed,
reducing opportunities to encourage higher purchase volumes and impacting the
customer experience.

Planned Features and Improvements

• Automated Discount Scanning: As products are added to the
  cart, either manually or through AI document extraction, the system
  automatically evaluates active Tier Discount Allocations and Discount Plans
  associated with the customer.
• Proactive AI Notifications: If eligible products remain at
  full price, the AI displays a visual notification in the chat, highlighting
  the available discounts.
• One-Click Application: Users can simply instruct the AI to
  "Apply discounts", allowing the assistant to automatically apply the
  appropriate percentage-based or fixed-value discounts to the relevant line
  items.
• Complex Calculation Handling: After discounts are applied,
  the system automatically recalculates base prices, VAT, other applicable
  taxes, and updates gross and net totals without requiring manual
  intervention.

Availability

Proactive Discount Suggestions and conversational discount application are
fully developed and currently active within the Axo AI Assistant.

Summary

The Tier Discount Allocation project ensures that eligible promotional
opportunities are never overlooked. By automatically scanning the cart,
identifying applicable discounts, and enabling conversational discount
application, the AI helps increase sales volume while ensuring customers
receive accurate and optimized pricing.

Goal of the Project

The Duplicate Purchase Prevention feature helps organizations avoid ordering
the same products multiple times by automatically detecting existing open or
partially received Purchase Orders that contain similar products and
quantities.

Key Objectives

• Prevent duplicate purchasing.
• Reduce unnecessary inventory accumulation.
• Improve procurement accuracy.
• Minimize purchasing costs and manual verification.

Current Situation

This feature is fully implemented and automatically runs whenever AI is
enabled.

Current capabilities include:

• Detects duplicate products across open Purchase Orders.
• Identifies partially received Purchase Orders.
• Displays duplicate purchase alerts before saving.
• Provides AI recommendations to help users decide whether to continue with
  the new purchase or review existing Purchase Orders.

Goal of the Project

The Inventory-Based Purchase Recommendation feature enables users to identify
products that require replenishment using natural language prompts, allowing
purchasing decisions to be driven by real-time inventory levels and business
demand.

Key Objectives

• Simplify inventory analysis.
• Recommend products requiring replenishment.
• Suggest optimal purchase quantities.
• Reduce stock shortages and over-purchasing.

Current Situation

This feature is fully implemented and generates intelligent purchase
recommendations based on AI prompts.

Current capabilities include:

• Reviews available inventory levels.
• Identifies low-stock products requiring replenishment.
• Suggests recommended reorder quantities.
• Recommends suitable vendors based on historical purchasing data and pricing.
• Generates draft purchase recommendations for user review before creation.

Goal of the Project

The AI Product Addition feature allows users to add Purchase Order line items
using natural language or uploaded documents, significantly reducing manual
product selection.

Key Objectives

• Simplify product entry.
• Support document-based product extraction.
• Automatically identify products and quantities.
• Accelerate Purchase Order creation.

Current Situation

This feature is fully implemented and supports both natural language prompts
and document uploads.

Current capabilities include:

• Extracts products from uploaded PDFs.
• Understands conversational purchase requests.
• Maps products to the product catalog.
• Automatically adds matching products to the Purchase Order.
• Requests user confirmation when products cannot be matched with confidence.

Goal of the Project

The Cost Card Analysis feature automatically evaluates product cost information
to provide purchasing insights and improve procurement decisions.

Key Objectives

• Improve cost visibility.
• Support informed purchasing.
• Highlight important cost information.
• Reduce purchasing risks.

Current Situation

This feature is fully implemented and automatically analyzes cost cards when
products are selected.

Current capabilities include:

• Reviews available cost card information.
• Displays purchasing recommendations.
• Highlights cost-related observations.
• Provides AI-generated procurement insights.

Goal of the Project

The PO Description Enhancement feature uses AI to improve Purchase Order
descriptions by enhancing grammar, formatting, and readability while preserving
the original business intent.

Key Objectives

• Improve documentation quality.
• Standardize Purchase Order descriptions.
• Enhance readability.
• Reduce manual editing effort.

Current Situation

This feature is fully implemented and can be triggered through AI prompts or
action buttons.

Current capabilities include:

• Improves grammar and formatting.
• Enhances readability.
• Preserves the original meaning.
• Produces professional Purchase Order descriptions.

Goal of the Project

The PO Help & Guidance Assistant provides conversational support for
Purchase Order processes, helping users understand system functionality and
complete procurement tasks efficiently.

Key Objectives

• Improve user productivity.
• Reduce training requirements.
• Provide instant guidance.
• Assist with Purchase Order workflows.

Current Situation

This feature is fully implemented and supports a wide range of Purchase
Order-related questions.

Current capabilities include:

• Answers Purchase Order questions.
• Explains fields and processes.
• Provides step-by-step instructions.
• Guides users through procurement workflows.
• Responds only to supported Purchase Order scenarios.

Goal of the Project

The Create Bill from Documents feature automates bill creation by extracting
information from supplier invoices and generating draft Bills with minimal
manual effort.

Key Objectives

• Automate invoice processing.
• Reduce manual data entry.
• Improve billing accuracy.
• Accelerate Bill creation.

Current Situation

This feature is fully implemented and supports supplier invoice uploads.

Current capabilities include:

• Extracts invoice information automatically.
• Identifies vendors and invoice details.
• Extracts products and quantities.
• Maps invoice data to Purchase Orders.
• Creates draft Bills for user review.
• Highlights missing or mismatched information before saving.

Goal of the Project

The Bill & Purchase Order Mismatch Analysis feature validates uploaded
supplier invoices against selected Purchase Orders to identify discrepancies
before Bills are finalized.

Key Objectives

• Improve billing accuracy.
• Detect invoice discrepancies.
• Maintain Purchase Order compliance.
• Simplify reconciliation.

Current Situation

This feature is fully implemented and automatically validates invoice data
during Bill creation.

Current capabilities include:

• Compares invoice products with Purchase Orders.
• Detects quantity and pricing mismatches.
• Identifies missing or unmatched products.
• Suggests creating additional Purchase Orders when required.
• Generates draft Purchase Orders for unmatched items.
• Provides AI explanations and corrective recommendations before finalizing
  the Bill.

Goal of the Project

The Price Analysis feature continuously evaluates product pricing against
historical purchase data to help buyers make informed and cost-effective
purchasing decisions.

Key Objectives

• Improve purchasing decisions.
• Reduce procurement costs.
• Highlight historical pricing trends.
• Encourage vendor price comparisons.

Current Situation

This feature is fully implemented and operates automatically while Purchase
Orders are being created or updated.

Current capabilities include:

• Compares current purchase prices with historical purchase records.
• Identifies opportunities based on better historical pricing.
• Highlights potential cost savings.
• Alerts users when current pricing is significantly higher than previous
  purchase prices.

Goal of the Project

The Vendor Recommendation feature assists buyers by recommending the most
suitable vendor based on purchasing history, pricing, and previous procurement
performance.

Key Objectives

• Improve vendor selection.
• Reduce procurement effort.
• Encourage purchasing from preferred vendors.
• Support better pricing decisions.

Current Situation

This feature is fully implemented and automatically evaluates vendors when
products are selected.

Current capabilities include:

• Reviews historical purchasing records.
• Suggests preferred vendors based on past procurement history.
• Considers historical pricing to recommend the best purchasing option.
• Provides AI-powered vendor recommendations before Purchase Order completion.

Goal of the Project

The Inventory Availability Check feature helps users determine whether products
actually need to be purchased by analyzing current stock availability before
creating Purchase Orders.

Key Objectives

• Prevent unnecessary purchasing.
• Improve inventory utilization.
• Reduce excess stock.
• Support informed procurement decisions.

Current Situation

This feature is fully implemented and available through conversational prompts.

Current capabilities include:

• Reviews current inventory levels.
• Identifies available stock.
• Determines whether purchasing is necessary.
• Explains inventory-based purchasing recommendations.

Current Situation

Currently, inbound logistics requires users to manually verify and update received items, which can lead to errors and increased processing time. Barcode scanning capability is limited or not fully utilized for automated receiving.

Planned Features and Improvements

Mobile Barcode Scanning: Enable users to scan product, batch, and serial barcodes to receive items accurately in real time.

Auto Validation: Validate scanned items against the expected inbound logistics records to prevent mismatches.

Real-time Updates: Automatically update inventory levels upon successful scanning and receiving.

Error Handling: Provide alerts for incorrect or duplicate scans to improve data accuracy.

Availability

The Inbound Logistics Barcode Scanning feature is planned for mobile enablement and will enhance the receiving process by improving speed and accuracy.

Current Situation

Currently, outbound picking involves manual identification of logistics records and items, which can lead to picking errors and inefficiencies during dispatch operations.

Planned Features and Improvements

Logistics Scan Initiation: Users can start the process by scanning the logistics barcode to fetch the relevant record.

Item Picking via Scanning: Enable scanning of product, batch, and serial barcodes to pick items accurately.

Pick Validation: Ensure only required items are picked based on the logistics record.

Progress Tracking: Provide real-time visibility of picked vs pending items.

Availability

The Outbound Logistics Barcode Scanning feature is available and will significantly improve picking accuracy and operational efficiency.

Current Situation

Stock take activities are currently performed with manual entry or limited automation, increasing the chances of discrepancies and requiring additional reconciliation efforts.

Planned Features and Improvements

Stock Take Record Scanning: Allow users to scan stock take records to initiate counting.

Product Scanning: Enable scanning of products to record actual inventory counts.

Automated Adjustments: Facilitate real-time comparison between system and physical stock.

Discrepancy Alerts: Highlight mismatches and enable quick resolution.

Availability

The Stock Take Barcode Scanning feature is planned to enhance inventory accuracy and reduce manual workload during stock audits.

Current Situation

Stock transfers currently rely on manual selection and verification of items, which may lead to errors in quantity, batch, or serial tracking.

Planned Features and Improvements

Product Scanning: Allow users to scan products to initiate and validate stock transfers.

Batch & Serial Tracking: Support scanning of batch and serial numbers for precise inventory movement.

Transfer Validation: Ensure correct items and quantities are transferred between locations.

Real-time Sync: Update inventory levels instantly across source and destination locations.

Availability

The Stock Transfer Barcode Scanning feature is developed and will improve traceability and efficiency in inventory movement processes.

Goal of the Project

The Shipment Tracking Dashboard project aims to provide a centralized solution for monitoring all active shipments on a daily basis and keeping customers informed through automated shipment updates. It focuses on improving shipment visibility, ensuring timely communication, and enhancing the overall delivery experience.

Current Situation

Currently, tracking active shipments and notifying customers about shipment progress may require manual effort or separate processes. Customers may not always receive timely updates regarding their tracking numbers or out-for-delivery status, which can reduce transparency and impact customer satisfaction.

Planned Features and Improvements

Daily Tracking of Active Shipments

Implement a scheduled daily tracking process to monitor the status of all active shipments. This will ensure that shipment updates are captured regularly and reflected in the system without requiring manual follow-up.

Tracking Number Update Notifications

Enable automated communication to customers whenever there is a tracking number update. This ensures customers always have the latest shipment reference details for their orders.

Out for Delivery Email Notifications

Introduce automatic out-for-delivery email notifications to inform customers when their shipment has reached the final delivery stage. This improves customer awareness and helps them prepare for delivery.

Centralized Shipment Tracking Dashboard

Provide a dashboard to monitor all active shipments from a single screen, including current status, tracking information, delivery progress, and notification history. This will give operations teams better visibility and control over shipment movement.

Automated Customer Communication

Integrate automated email workflows to ensure shipment-related updates are sent consistently and on time, reducing manual intervention and improving communication efficiency.

Availability

The implementation of the Shipment Tracking Dashboard is currently in progress. These features will be introduced in a future release to improve shipment monitoring, customer notifications, and operational efficiency.

Summary

The Shipment Tracking Dashboard will enable scheduled daily tracking of all active shipments, automated tracking number update notifications, and out-for-delivery emails to customers. With a centralized dashboard and automated communication flow, this enhancement will improve shipment visibility and customer experience. It is currently under development and will be available in an upcoming release.

Goal of the Project

The Record Level Transaction Management project aims to enable users to manage key business processes such as order creation, invoices, shipments, and payments directly from the record level. This enhancement is designed to improve efficiency by allowing users to complete end-to-end transactions from a single page, reducing navigation effort and simplifying the overall workflow.

Current Situation

Currently, users often need to move across different screens or modules to create orders, generate invoices, initiate shipments, and collect payments. This increases the number of steps involved in processing transactions and makes it harder to manage the full lifecycle from one place. The goal of this enhancement is to bring all these actions into a unified record-level experience.

Planned Features and Improvements

Order Creation from Account Record

Enable users to create an order directly from the Account related page. This will allow faster order processing without the need to navigate to a separate order creation screen.

Invoice Management from Account Record

Allow users to view all available invoices for an account directly from the Account related page and also create invoices from the same location. This will simplify billing operations and provide better visibility into account-level invoicing.

Shipment Management from Order Record

On the Order related page, users will be able to manage the full shipment process from a single screen. This includes:

• Creating logistics records

• Initiating shipments

• Fulfilling the order completely from one page

• Shipping using different carriers and providers

• Getting shipment quotes from multiple providers

• Sorting and comparing quote rates easily

• Selecting the best available quote and initiating the shipment

• Automatically creating and assigning packages, eliminating the need to navigate to other screens

This single-page shipment workflow will make order fulfilment faster, easier, and more efficient.

Payment Management from Order Record

On the Order page, users will be able to check outstanding dues, make payments, and fulfil the order without moving to another screen. Supported payment options will include:

• Cash payments

• Debit / Credit card payments

• Bank payments

• Payments using credit notes

The system will also support multiple payment gateways such as:

• Stripe

• Authorize.Net

• CyberSource

This will provide flexibility in payment collection while keeping the process centralized on a single page.

Unified Transaction Experience

Introduce a connected experience where orders, invoices, shipments, and payments are managed directly from related Account and Order records. This will reduce manual navigation, improve productivity, and help users complete the transaction lifecycle more efficiently.

Availability

The implementation of Record Level Transaction Management is currently in progress. These enhancements will be introduced in a future release to provide a more seamless and efficient user experience across order processing, billing, shipment handling, and payment collection.

Summary

The Record Level Transaction Management enhancement will allow users to handle order creation, invoice management, shipment processing, and payment collection directly from Account and Order records. Users will be able to create orders from the Account page, view and create invoices from the same place, manage shipment initiation and fulfilment from the Order page, and collect payments using multiple methods and gateways without leaving the record. By bringing all these processes into a single-page experience, this feature will improve productivity, reduce manual effort, and streamline the end-to-end transaction workflow.

Goal of the Project

The Shipment Types Management project aims to provide flexible shipping options by supporting multiple shipment providers and delivery methods. It enables users to choose between direct carriers, third-party logistics platforms, and internal delivery methods while maintaining a unified workflow for shipment processing, rate comparison, and documentation.

Current Situation

Currently, shipment processing may involve multiple systems and manual coordination when selecting carriers, comparing shipment rates, or managing internal deliveries. Users may find it difficult to compare quotes from different providers or handle documentation and partial deliveries in one place.

Planned Features and Improvements

Shipment Types Support

Introduce support for multiple shipment types to handle different logistics scenarios. These shipment types include:

• Direct Carriers such as UPS and FedEx

• Third-party logistics integrations such as FreightView

• Internal delivery methods such as Customer Pickup

This flexibility allows users to choose the most suitable shipping method based on operational requirements.

FreightView Integration

The FreightView shipment type enables users to retrieve and compare shipment quotes from multiple carriers connected to their FreightView account. Key capabilities include:

• Fetching quotes from multiple carriers linked to FreightView

• Comparing rates across carriers for the same packages

• Selecting the best available shipping rate

• Booking shipments directly through FreightView

Users can select the shipment mode based on logistics requirements, including:

• Parcel

• LTL (Less Than Truckload)

• Truckload

Depending on the selected shipment mode, the system will display different carrier rates.

For truckload shipments, users also have the option to send a manual quote to FreightView. This is useful when rates are obtained from carriers that are not connected to FreightView or when local carrier quotes need to be included.

Customer Pickup Shipment Type

The Customer Pickup shipment type is used when the delivery is handled internally and the customer personally collects the packages.

This shipment type provides a single-screen interface where users can:

• View the products included in the pickup

• Track deliveries made to customers

• Manage documentation and records related to the pickup

Documentation management features include:

• Capturing customer signatures

• Uploading attachments

• Adding notes or additional information

The system also supports partial fulfillment, allowing customers to collect only part of the shipment if required. This process is managed easily from the same screen, ensuring that pickup records remain accurate and complete.

Availability

The implementation of Shipment Types Management and related integrations is currently in progress. These features will be available in a future release to improve shipment flexibility, logistics efficiency, and delivery tracking.

Summary

The Shipment Types Management feature introduces flexible shipping options by supporting direct carriers like UPS and FedEx, third-party logistics platforms like FreightView, and internal delivery methods such as Customer Pickup. With FreightView integration, users can compare multiple carrier quotes and select the best shipping rate. The Customer Pickup option allows internal deliveries with built-in documentation, signature capture, and partial fulfillment support. These capabilities aim to streamline shipment processing and enhance logistics management in upcoming releases.

• Goal of the Project
  The goal of this project is to integrate USPS and Sendle into our logistics package, enhancing our shipping options and providing more flexibility for users.
• Current Situation
  Currently, our logistics package supports UPS, FedEx, and Internal Shipment. The integration of USPS and Sendle is planned to expand our shipping capabilities.
• Planned Features and Improvements
  USPS Integration: Enabling USPS as a shipping option within the system.
  Sendle Integration: Adding Sendle to support eco-friendly and cost-effective deliveries.
  Enhanced Shipping Management: Improving tracking, cost estimation, and label generation for all carriers.
  Availability
  The USPS and Sendle features are now available for use, allowing users to access these new shipping options within the logistics package.

Project Goal
The goal of the Multi Serial Number Pick Screen is to enable users to efficiently pick up to 500 serial numbers at once, eliminating the need to select them individually. This functionality is designed to significantly reduce user effort and expedite the process of handling large volumes of serial numbers during inbound and stock transfer operations.

Current Situation
Currently, users have the flexibility to use the single serial number pick option when dealing with a smaller quantity of serial numbers. However, for scenarios involving a large number of serial numbers, they can switch to the Multi Serial Number Pick Screen, which streamlines the process and enhances productivity.

Planned Features and Improvements
Serial Number Range Filter: Add a feature that allows users to input a range of serial numbers (e.g., by starting and ending values) to automatically select all applicable serial numbers within that range, further simplifying bulk selection and reducing manual input.

Availability
The "Multi Serial Number Pick Screen" is fully available and integrated into both the Outbound Logistics and Stock Transfer screens, providing users with robust options for serial number management.
 

Goal of the Project

Enhance logistics in AgentForce by automating shipment creation, carrier selection, and tracking updates based on predefined rules.

Current Situation

Implemented automatic shipment creation and rate fetching in AgentForce.
All logistics integrations rate fetching are fully functional.
Handling of return shipments is in progress.

Planned Features and Improvements

Real-Time Rate Optimization: Dynamically select the most cost-effective carrier for shipments.
AI-Based ETA Prediction: Use machine learning to estimate accurate delivery timelines.
Custom Shipping Rules: Allow users to define shipping conditions based on weight, region, and urgency.
Automated Invoice Reconciliation: Match shipment costs with carrier invoices for accurate billing.

Availability
AgentForce shipment automation is live, with pending improvements in rate optimization.

Goal of the Project
The primary objective of the Axolt Inventory & Quality Check Mobile App is to streamline the returns inspection and processing workflow by enabling users to efficiently manage return shipments, conduct quality control checks, and sync real-time data with Salesforce.

Current Situation
The Axolt Inventory & Quality Check Mobile App, built using React Native and Salesforce Mobile SDK, is designed to streamline return inspections and quality control processes. Currently, the app allows users to scan RMAs, capture images and videos, and sync return data with Salesforce.

Planned Features and Improvements

The Axolt inventory & quality check mobile App will feature enhanced barcode scanning for faster and more accurate RMA detection, seamless Salesforce integration for real-time data sync, an improved UI with dedicated sections for Pending Uploads and Returns Processing, and inventory tracking to monitor returned items efficiently.

Project Goal  

The goal of the "Order to Logistic" module is to empower users with the flexibility to manually create logistics records for various warehouse locations. This enables stock to be picked from any warehouse where it is available, optimizing inventory utilization and fulfillment efficiency.

Current Situation  

Currently, users can create logistic records by utilizing the "Ready to Pick and Pack" checkbox, tailoring the process to their specific requirements. This screen provides the necessary tools to manage logistics effectively across different warehouse locations as needed.

Planned Features and Improvements  

Smart Warehouse Selection: Add an intelligent feature that recommends the optimal warehouse for picking based on stock availability, proximity to the delivery destination, and shipping costs, simplifying decision-making for users.

Availability  
The "Order to Logistic" module is fully operational and available for customers, offering robust support for flexible logistics management.

Current Situation

Currently, businesses typically rely on a single payment gateway or require custom implementations for each provider. Supporting multiple gateways often results in inconsistent payment workflows, increased maintenance, and additional development effort.

Planned Features and Improvements

• Integrate with leading PCI-compliant payment gateways including Stripe, PayPal, CyberSource, Authorize.Net, and additional providers.
• Securely manage customer payment profiles and tokenised payment methods.
• Support multiple payment methods including credit cards, debit cards, digital wallets, bank transfers, and gateway-supported payment options.
• Configure multiple gateways based on company, currency, region, or business requirements.
• Provide a consistent payment experience regardless of the selected gateway.
• Support payment authorisation, capture, refunds, voids, and recurring payment capabilities where supported.

What Makes This Solution Unique

The solution provides a single, standardised payment framework while supporting multiple industry-leading payment providers. Businesses can easily switch between gateways or operate several gateways simultaneously without changing their core payment process, offering greater flexibility, scalability, and PCI-compliant security.

Availability

The Multi-Gateway Payment Integrations solution is currently under development and will be introduced in phases. Additional gateway integrations and enhanced payment capabilities will continue to be added in future releases.

Summary

The Multi-Gateway Payment Integrations solution delivers a flexible, secure, and scalable payment platform that enables organisations to process payments through providers such as Stripe, PayPal, CyberSource, and Authorize.Net while maintaining a consistent user experience.

• Goal of the Project
  The Single Invoice against Multiple Orders product aims to simplify billing by allowing users to create a single invoice for multiple orders from the same customer. It combines selected order products into one consolidated invoice, improving efficiency and customer convenience.
• Current Situation Currently, users can create multiple different invoices against a single order, providing flexibility in billing. However, the ability to consolidate multiple orders into a single invoice is not yet implemented, though it’s under development as part of this product’s goal.
• Planned Features and Improvements Here are some suggested enhancements to improve the Single Invoice against Multiple Orders product:
  Order Selection Filters: Add filters (e.g., date range, order status, product type) to easily select relevant orders for consolidation.
  Automated Consolidation: Enable automatic grouping of pending orders for the same customer into a single invoice based on predefined rules (e.g., billing cycle).
  Partial Invoicing Option: Allow users to include only specific line items from selected orders, offering flexibility in billing.
  Invoice Preview: Provide a preview of the consolidated invoice before finalizing, ensuring accuracy and transparency.
  Payment Tracking: Link the single invoice to multiple orders for payment reconciliation, showing which orders are paid or pending.
  Customer Notifications: Integrate automated emails to send the consolidated invoice to customers with a breakdown of included orders.
• Availability Implementation of the *Single Invoice against Multiple Orders* product is in progress and will be fully operational in a future release. The current ability to create multiple invoices per order will be complemented by this consolidation feature upon completion.
• Summary The Single Invoice against Multiple Orders product will enable consolidated billing for a customer’s multiple orders, building on the current ability to create multiple invoices per order. Suggested upgrades like filters, automation, and payment tracking will enhance its utility. Still in development, it’s set for a future release.

Goal of the Project
The OCR Invoice Processing module is designed to streamline the invoice entry process by extracting line items automatically. It captures all relevant invoice details from uploaded PDF files, eliminating the need for manual product entry when creating bills in Salesforce.

Current Situation
The OCR Invoice Processing module is fully functional. It efficiently extracts invoice line items, reducing manual data entry efforts and improving accuracy. The system reliably parses invoice details, making the bill creation process faster and more efficient within Salesforce.

Planned Features and Improvements
Here are some suggested enhancements to elevate the OCR Invoice Processing module:

AI-Based Data Validation: Implement AI-driven validation to cross-check extracted data against predefined rules, ensuring accuracy.

Multi-Format Support: Extend support to additional file formats like images (JPEG, PNG) and scanned documents.

Auto-Matching with Purchase Orders: Enable automatic reconciliation of extracted invoice details with existing purchase orders in Salesforce.

Integration with Accounting Systems: Sync extracted data with finance or ERP systems for seamless bookkeeping and compliance.

Real-Time Error Detection: Provide real-time alerts for missing or inconsistent data in extracted invoices.

Batch Processing: Allow multiple invoices to be uploaded and processed simultaneously for bulk entry.

Availability
The OCR Invoice Processing module is currently functional and improving invoice data entry efficiency. Future updates will include advanced AI validation, additional format support, and deeper integrations to enhance usability and accuracy.

Summary
The OCR Invoice Processing module automates invoice data extraction, eliminating manual product entry when creating bills in Salesforce. With planned enhancements like AI validation, PO matching, and batch processing, it will further streamline financial workflows. Set for future improvements, it aims to enhance accuracy and operational efficiency for users.

Project Goal
The goal of the "Single Bill against Multiple Purchase Orders" module is to provide users with the ability to generate a single bill by consolidating multiple Purchase Orders (POs) raised against the same vendor. This functionality aims to streamline billing efforts and reduce administrative workload.

Current Situation
At present, users can create a single bill for a single PO, and they can leverage this process to minimize efforts where applicable. The system supports this basic billing capability, offering a foundation for further enhancements.

Planned Features and Improvements
Bulk PO Selection Tool: Introduce a feature that allows users to easily select and group multiple POs from the same vendor in a single interface, automatically generating a consolidated bill with itemized details for clarity and efficiency.

Availability
The "Single Bill against Multiple Purchase Orders" module is currently available for customers to use, supporting the existing billing process with potential for future enhancements.

Goal of the Project
The Budget Planner is designed to help users efficiently allocate budgets for projects, offering three distinct budget types:

Cost Budget: Tracks overall financial expenditure for project resources and operations. On-Hand Stock: Current physical inventory available.
Time and Material Budget: Monitors expenses tied to labor hours and materials used during project execution.
Fixed Budget: Manages projects with a predetermined, unchanging financial limit.
The goal is to provide a flexible yet structured tool that ensures accurate budget allocation, enabling users to plan, track, and manage project finances effectively.

Current Situation The Budget Planner is currently working smoothly, delivering reliable functionality for budget allocation and tracking across all three budget types. Users can seamlessly assign funds, monitor spending, and maintain control over project finances, meeting the core objectives of the product.

Planned Features and Improvements Here are some suggested enhancements to elevate the Budget Planner:
AI-Powered Forecasting: Integrate predictive analytics to forecast budget needs based on historical data, helping users anticipate overruns or savings.
Real-Time Budget Alerts: Add notifications for when spending approaches or exceeds budget thresholds, enhancing proactive cost control.
Customizable Dashboards: Allow users to create personalized views of their budgets (e.g., by project, budget type, or timeline) for better insights.
Integration with Project Management Tools: Enable syncing with platforms like Asana or Trello to align budget data with project milestones and tasks.
Scenario Analysis: Introduce a feature to simulate "what-if" scenarios (e.g., increasing material costs or extending timelines) to assess budget impacts. Mobile App Access: Develop a mobile version for on-the-go budget tracking and approvals, improving accessibility.

Availability The Budget Planner is fully available for customers as of Jan 20, 2025. It’s ready for immediate use, supporting businesses and individuals in managing project budgets efficiently, with planned enhancements to be rolled out as updates.

Project Goal
The goal of the "Inter Company Orders" module is to facilitate the creation of Purchase Orders (POs) in response to customer orders, where the vendor is the same company but a different branch. This ensures seamless internal coordination and order fulfillment across branch locations.

Current Situation
The module has recently been enhanced with added flexibility, allowing users to efficiently raise internal orders between different branches of the same company. This improvement supports smoother inter-company transactions and streamlines the procurement process.

Planned Features and Improvements
Automated Branch Syncing: Introduce automatic synchronization of inventory and pricing data between branches to ensure real-time accuracy when generating POs, reducing manual reconciliation efforts.

Availability
The "Inter Company Orders" module is fully functional and available for use, providing robust support for internal order processing across company branches.

Goal of the Project
The Intelligent Routing and Interactive Mapping project aims to provide highly accurate travel estimates and precise location capturing by upgrading our dispatch and booking systems. It enables dispatchers to view real-world driving distances and ETAs, while allowing users to interact visually with maps to pinpoint exact service locations, maintaining a seamless workflow for appointment management.

Current Situation
Currently, shipment and service routing relies on straight-line ("as the crow flies") distance calculations, which often results in inaccurate travel times and unrealistic dispatch schedules. Additionally, the standard mapping components are read-only, meaning users cannot visually correct inaccurate geocodes or drop a pin to capture an exact location, leading to manual data entry and potential routing errors.

Planned Features and Improvements
Intelligent Routing & Accurate ETAs 
Introduce support for real-world driving data using the OpenRouteService (ORS) Matrix API to handle complex logistics and routing scenarios. Key capabilities include:

• Fetching actual road distances instead of straight-line estimates.
• Providing highly accurate Estimated Times of Arrival (ETAs) for service technicians.
• Batch processing multiple daily stops into a single matrix calculation to optimize system performance and API limits.
• Dynamic unit toggling, allowing users to seamlessly switch between Kilometers and Miles based on regional preferences without reloading the system.

This upgrade ensures that dispatchers can assign jobs based on realistic travel times, reducing late arrivals and optimizing daily schedules.

Interactive Mapping Integration: The Interactive Map feature replaces static, read-only maps with a dynamic Leaflet.js implementation. This provides a highly visual interface where users can:

• View a fully interactive map directly within the booking modal.
• Pan, zoom, and visually verify the location of a service appointment.
• Ensure exact coordinates are captured for rural or newly developed areas where standard postal addresses may fail.

Forward and Reverse Geocoding To make address entry as effortless and accurate as possible, the system now features bidirectional geocoding tied directly to user interactions:

Forward Geocoding: Users can type a recognizable address or landmark into a search bar, and the system will automatically fly the map to that location and drop a pin.
Reverse Geocoding: Users can physically click anywhere on the map to drop a pin, and the system will instantly translate those exact coordinates into a formatted Street, City, and Postal Code to auto-fill the booking form.
Smart Fallbacks and GuardrailsThe system is built with high reliability in mind. If the external routing API is temporarily unavailable or rate limits are reached, the dashboard gracefully falls back to native straight-line calculations. This ensures that the dispatch board remains fully operational and users are never blocked from booking or managing appointments.

Availability
The implementation of Intelligent Routing and Interactive Mapping is currently rolling out. These features will be available in upcoming releases to improve dispatch flexibility, routing accuracy, and the overall user experience during the booking process.

Summary
The Intelligent Routing and Interactive Mapping feature introduces highly accurate travel data and location capturing by integrating OpenRouteService and Leaflet.js. With the ORS Matrix API, dispatchers can view real driving distances and ETAs rather than basic straight-line estimates. The Leaflet interactive map allows users to search locations or click to drop a pin, automatically translating coordinates into formatted addresses via reverse geocoding. Coupled with smart fail-safes and dynamic unit toggling, these capabilities aim to streamline the dispatching process and enhance scheduling accuracy in upcoming releases.

Goal of the Project
The Route Planning and Delivery Assignment feature aims to enable delivery personnel to efficiently manage and execute multiple deliveries from a single dashboard. This enhancement is designed to streamline delivery operations by providing a structured route view, improving visibility of assigned tasks, and optimizing travel through route planning and map-based visualization.

Current Situation
Currently, delivery users may need to manage deliveries individually or rely on limited visibility into assigned tasks. This makes it difficult to track multiple deliveries, understand the optimal sequence of stops, and visualize the complete route. The lack of a centralized route planning interface can lead to inefficiencies in execution and increased delivery time.

Planned Features and Improvements

Login and Delivery Assignment
Users (e.g., delivery personnel like Bruce Banner or any assigned resource) will be able to log in and assign multiple deliveries to themselves directly from the dashboard. The system will provide a clear indication of the number of assigned deliveries through the “Route Planning” button.

Route Planning Dashboard
The “Route Planning” feature will serve as a centralized interface where users can view all assigned deliveries in a structured and organized manner. Key elements include:

• Display of all assigned registrations grouped into a single route
• Clear representation of the journey starting from the depot, followed by delivery stops, and ending with the return to the depot

Detailed Delivery Information
Each delivery stop within the route will include comprehensive details such as:

• Service name
• Items included in the delivery
• Total weight of the shipment
• Delivery location
• Scheduled delivery time

This ensures that users have all necessary information available at a glance for efficient execution.

Route Optimization Insights
The system will automatically calculate and display:

• Total distance of the route
• Total number of stops

These insights will help users better understand their workload and plan their deliveries more effectively.

Map Visualization
A dedicated map visualization area will display all route stops, allowing users to:

• View the complete delivery path visually
• Understand the geographic distribution of stops
• Navigate more efficiently between locations

End-to-End Route Experience
The feature will provide a complete route lifecycle view, including:

• Starting point (Depot)
• Sequential delivery stops
• Return to depot

This structured approach ensures clarity and improves delivery execution efficiency.

Availability
The Route Planning and Delivery Assignment feature is currently in development and will be introduced in an upcoming release. It aims to enhance delivery operations by providing a more intuitive and efficient route management experience.

Summary
The Route Planning enhancement will allow users to assign multiple deliveries to themselves and manage them from a centralized dashboard. Users will be able to view a complete route starting from the depot, including all delivery stops and return, with detailed information such as service name, items, weight, location, and time. The system will also calculate total distance and number of stops while providing a map-based visualization of the entire route. By consolidating delivery planning into a single interface, this feature will improve operational efficiency, reduce manual effort, and streamline the delivery workflow.

Goal of the Project

The Shipment Scheduling project aims to improve shipment planning and execution by providing a centralized system to schedule, track, and manage shipments efficiently. It enables users to assign shipments to resources based on date, location, and availability, while also offering better visibility and control through a single management dashboard.

Current Situation

Currently, shipment scheduling and tracking may involve manual coordination, making it difficult to assign the right resources, identify shipments within a serviceable radius, and handle reassignments when resource availability changes. There is also limited visibility into all shipments from a single screen, which can affect operational efficiency.

Planned Features and Improvements

Shipment Scheduling by Date and Resource

Enable users to schedule shipments by selecting a specific date and resource. This will help ensure that shipments are planned in advance and assigned to the appropriate delivery or service resource.

Shipment Selection Within Radius

Provide the ability to select required shipments within a defined geographic radius. This will help optimize route planning, improve operational efficiency, and ensure that nearby shipments are grouped effectively.

Shipment Tracking

Introduce shipment tracking capabilities to monitor the status and movement of shipments throughout the delivery lifecycle. This will provide better transparency for operations teams and improve shipment visibility.

Reassignment of Shipments

Allow users to reassign shipments to available resources when the originally assigned resource becomes unavailable or overloaded. This ensures continuity in delivery operations and reduces delays.

Centralized Shipment Dashboard

Develop a single-screen dashboard where users can view and manage all shipments in one place. This dashboard will provide an overview of shipment status, assigned resources, schedules, and pending actions, making shipment management more efficient.

Availability

The implementation of the Shipment Scheduling functionality is currently in progress. These capabilities will be introduced in a future release to enhance shipment planning, resource allocation, and operational visibility.

Summary

The Shipment Scheduling project will enable users to schedule shipments by date and resource, select shipments within a geographic radius, track shipment progress, and reassign shipments when needed. A centralized dashboard will allow all shipments to be managed from a single screen, improving control and efficiency. These features are under development and will be available in an upcoming rele

Goal of the Project
The On Boarding Off Boarding module is designed to streamline employee onboarding and offboarding processes. It captures all related activities, including completed tasks, future tasks, and allows users to upload essential employee documents (e.g., contracts, IDs), ensuring a structured and documented workflow.

Current Situation The On Boarding Off Boarding module is fully functional. It effectively manages the onboarding and offboarding processes by tracking tasks (completed and pending) and storing employee documents securely. The system is reliable and meets its core objectives, providing a smooth experience for HR teams.

Planned Features and Improvements Here are some suggested enhancements to elevate the On Boarding Off Boarding module:
Task Automation: Automate repetitive tasks (e.g., sending welcome emails or generating exit checklists) based on predefined workflows.
Digital Signatures: Enable e-signatures for uploaded documents to streamline approvals and compliance.
Employee Self-Service Portal: Allow employees to complete onboarding tasks (e.g., filling forms, uploading docs) or view offboarding steps directly via a portal.
Integration with HR Systems: Sync with payroll, benefits, or LDAP systems to auto-populate employee data and reduce manual entry.
Progress Dashboard: Add a visual dashboard to track onboarding/offboarding progress across multiple employees in real-time.
Compliance Tracking: Incorporate reminders for legal or regulatory requirements (e.g., return of company assets) with audit trails.

Availability The On Boarding Off Boarding module will be available in a future release. While fully functional now, it is slated for broader deployment with the suggested improvements included in an upcoming update.

Summary The On Boarding Off Boarding module manages employee transitions, capturing tasks and documents effectively, and is currently fully operational. Suggested upgrades like automation, e-signatures, and HR integrations will enhance its capabilities. Set for a future release, it promises a refined HR experience.

Goal of the Project
The Interview Process product is designed to streamline job applications by allowing users to apply for available roles. Once applied, a job applicant record is created, and the admin is notified. The admin can review, approve, or reject applicants. Rejected applicants are informed, while approved ones receive interview invitations and can track their application stages. If selected, an employee record is created; if unsuccessful, they’re notified of the outcome.

Current Situation The Interview Process is fully operational. It efficiently handles job applications, admin reviews, interview scheduling, and status updates. Applicants can monitor their progress, and the system seamlessly transitions successful candidates into employee records while notifying others of rejection, meeting all core objectives reliably.

Planned Features and Improvements Here are some suggested enhancements to improve the Interview Process:
Automated Screening: Add AI-driven initial screening to filter applicants based on keywords, skills, or qualifications, reducing admin workload.
Interview Scheduling Tool: Integrate a calendar feature for applicants to self-schedule interviews from admin-provided slots, improving efficiency.
Feedback System: Allow interviewers to submit feedback scores or notes directly in the system, visible to admins for better decision-making.
Mobile App Access: Provide a mobile interface for applicants to apply, track stages, and receive notifications on the go.
Rejection Reason Templates: Offer customizable templates for rejection notices with specific feedback, enhancing applicant experience.
Analytics Dashboard: Include a dashboard for admins to track application trends, approval rates, and time-to-hire metrics.

Availability The Interview Process product will be available in a future release. While fully functional now, it’s scheduled for broader deployment with the suggested enhancements included in an upcoming update.

Summary The Interview Process manages job applications, reviews, interviews, and outcomes effectively, operating smoothly today. Suggested improvements like automated screening, self-scheduling, and analytics will elevate its functionality. Set for a future release, it’s poised to optimize recruitment workflows.

Goal of the Project

The goal of this enhancement is to support outsourced or subcontracted manufacturing operations within the existing Axolt manufacturing flow. This will allow users to identify operations that are performed by external suppliers, track supplier execution, manage outsourced operation scheduling, and evaluate supplier performance based on delivery and quality.

Current Situation

Currently, manufacturing operations are primarily handled through internal process cycles, operations, work centers, stock allocation, work orders, and WIP build/commit flow. Each operation is generally expected to be performed internally through an assigned work center.

There is no clear separation between normal internal operations and outsourced operations. Users cannot currently mark an operation as subcontracted, assign an approved subcontract supplier, view supplier performance during operation setup, or handle subcontracted operations differently in scheduling.

Planned Features and Improvements

The enhancement will introduce a subcontracting classification at product and operation level. A product can be marked as having subcontracting, and individual operations within the same process cycle can be marked as outsourced/subcontracted.

Key improvements include:

• Add Has Subcontracting checkbox on Manufacturing Product.

• Add Outsourced / Subcontracted Operation checkbox on Operation.

• Allow supplier selection when an operation is subcontracted.

• Filter supplier lookup to show only valid outsourced operation vendors.

• Keep internal and outsourced operations inside the same process cycle.

• Update scheduler logic to handle internal operations through work center availability and subcontracted operations through supplier/lead-time logic.

• Prevent subcontracted operations from consuming internal work center capacity.

• Show supplier performance analysis on the operation screen.

• Track supplier delivery performance using planned receipt date vs actual receipt date.

• Track supplier quality performance using received, accepted, and rejected quantities.

• Show supplier quality score, delivery score, average delay, and top defect reason.

• Suggest a better supplier if another approved supplier has stronger delivery and quality performance.

What Makes This Solution Unique

This solution extends the existing Axolt manufacturing flow without creating a separate subcontracting process. Internal and outsourced operations can exist within the same process cycle, preserving the actual manufacturing sequence.

The system will not only allow users to assign subcontract suppliers, but will also help users make better supplier decisions by showing historical supplier performance directly during operation creation or editing.

The enhancement provides better visibility into outsourced manufacturing by combining operation planning, supplier selection, scheduling impact, delivery analysis, and quality performance in one connected flow.

Availability

This enhancement will be available for manufacturing products and operations where subcontracting is enabled. It will apply to process cycles that contain one or more outsourced operations.

The supplier performance section will be available only when an operation is marked as subcontracted and a subcontract supplier is selected.

Summary

The outsourced manufacturing enhancement will allow Axolt users to manage subcontracted operations inside the existing manufacturing process. It will help planners distinguish between internal and outsourced work, assign valid suppliers, schedule outsourced operations based on supplier lead time, and evaluate supplier performance using delivery and quality history.

This will improve manufacturing visibility, reduce manual supplier selection errors, and support better decision-making for outsourced operations.

Goal of the Project
The goal of this project is to enhance production planning by enabling intelligent resource allocation aligned with Work Centre (WC) capacity and Manufacturing Orders (MOs), improving scheduling accuracy and operational efficiency.

Current Situation
Currently, the system lacks centralized visibility and control over resource assignment to Work Centres. Resource allocation is manual and unlinked to Work Centre capacity or scheduling.

Planned Features and Improvements

• Work Centre Control (WCC): A new section to be added alongside Planner, Scheduler, and Builder. It will provide an overview of all active Work Centres, allocated resources, and scheduled MOs.

• Resource Allocation Button: To be introduced under the Resource tab, enabling users to allocate and reassign resources based on availability and conflicts.

• Conflict Handling: The system will identify and prompt reallocation if a resource is assigned to multiple WCs in the same time slot.

• Workbench Enhancement: Users can navigate from the Resource tab to Work Centre Control for easier management.

• Capacity Monitoring (Upcoming): Enable tracking of WC capacity in minutes to assess underutilization. For example, if a WC has a capacity of 100 minutes and only 60 are used, users will be able to monitor and plan for the unused capacity.

Availability
The first phase (resource allocation and WCC visibility) is in progress, with initial functionalities now under testing. Capacity tracking enhancements will follow in a later phase.

Goal of the Project
The Process Scheduling System is designed to streamline and optimize process execution by ensuring logical sequencing and automated adjustments. It helps businesses manage workflow scheduling with predefined slots, dependencies, and process automation.

Key objectives include:
Efficient Process Flow: Ensure sequential and logical process execution.
Automation: Enable automatic shifts for dependent processes.
Validation Controls: Prevent errors in scheduling and resource allocation.
Multi-Work Center Support: Enhance scalability for businesses with complex process dependencies.

Current Situation
The Process Scheduling System is currently operational but has certain limitations that impact efficiency and flexibility:
Strictly Sequential Execution: Processes can only be scheduled sequentially, with no parallel execution support.
No Multi-Day Scheduling: Manufacturing Orders  cannot be scheduled across multiple days, restricting long-duration processes.
Independent Sliders: Sliders for scheduling do not move collectively, requiring manual adjustments for each individual process.
Lack of Validation: There is no validation mechanism to prevent booking of already reserved slots, leading to potential conflicts and inefficiencies.
Despite these limitations, the system ensures structured scheduling and logical sequencing, providing a solid foundation for future enhancements.

Enhancement

1. Default Values and Process Slots
Predefined slots ensure sequential process cycles are scheduled logically. Default values allow cycles to shift parallelly or one hour ahead.

1.2 Predefined Slots
Predefined slots ensure sequential process cycles are scheduled logically. Default values allow cycles to shift parallelly or one hour ahead.

2.A utomatic Shift of Dependent Processes (Forward and Backward)
Ensures sequential process cycles are scheduled logically. Default values allow cycles to shift parallelly or one hour ahead.

3 .First PC for Multiple Days, Dependent PC Should Start Next Day
Ensures sequential process cycles are scheduled logically. Default values allow cycles to shift parallelly or one hour ahead.

4. Slots Validation
Ensures that pre-booked slots cannot be booked again.

5. Multiple Work Centers
Ensures seamless scheduling across multiple work centers with logical dependencies.

Goal of the Project
Enhance the Material Requirements Planning (MRP) system by calculating BOM details, demand quantities, and component dependencies dynamically in Salesforce.

Current Situation

Successfully implemented BOM demand calculation based on selectedMRPs.
BOM components are now correctly multiplied with new demand (-MO-) values.
Created a separate function to update ERP7__MPS__c records while ensuring accurate data mapping.
Planned Features and Improvements

Automated BOM Versioning: Implement auto-updated BOM versions to maintain historical data.
Real-Time Stock Availability Checks: Link BOM components with inventory data to prevent shortages.
AI-Based Demand Forecasting: Use predictive analytics to optimize material planning.
Integration with Purchase Orders: Automatically generate purchase requests for low-stock components.
Availability

BOM demand calculation is fully operational in the MRP screen, with future improvements planned for automation, inventory integration, and AI-driven forecasting.

Goal of the Project
The goal of the Material Requirement Planning (MRP) module is to deliver a robust system for maintaining and monitoring all inventory-related records in real-time. It focuses on providing visibility into critical inventory metrics, including:

Awaiting Quantity: Items pending delivery or processing. On-Hand Stock: Current physical inventory available.
Reserved for Sales Orders (SO): Stock allocated to confirmed customer orders.
Reserved for Manufacturing Orders (MO) : Stock set aside for production needs.
Demand (Sales): Forecasted or actual sales requirements.
Demand (Manufacturing): Production-driven inventory needs.
Available to Promise (ATP): Stock available for future commitments after accounting for reservations and demands.

The module also aims to optimize inventory management by enabling the creation of Purchase Orders (PO) and Manufacturing Orders (MO) using various MRP algorithms. These algorithms calculate the To Supply/Produce Quantity based on demand, stock levels, and other factors, ensuring efficient replenishment and production planning.

Current Situation The Material Requirement Planning (MRP) module is currently fully operational and effectively supports the inventory management processes outlined in the project goal. It accurately tracks Awaiting Quantity, On-Hand Stock, Reserved for SO/MO, Demand (Sales and Manufacturing), and ATP, presenting this data in an intuitive interface. The MRP algorithms are integrated and functioning, allowing users to generate Purchase Orders and Manufacturing Orders based on real-time inventory insights. The system is stable and meets the core requirements of inventory record-keeping and automated order creation, making it a reliable tool for businesses.

Planned Features and Improvements To enhance the Material Requirement Planning (MRP) module, the following features and improvements are in development:
Inventory Forecasting: Introduce predictive analytics to forecast inventory needs using historical data, sales trends, and manufacturing schedules, empowering proactive stock management.
Automatic Order Generation: Allow users to automatically generate Manufacturing Orders and Purchase Orders based on forecast data and configurable triggers (e.g., low stock thresholds or demand surges), minimizing manual effort.
Advanced MRP Algorithms: Enhance the MRP logic to account for additional variables such as lead time variability, supplier performance, and seasonal demand, improving the accuracy of To Supply/Produce Quantity calculations.
Stock Take Management: Add functionality to conduct stock takes, enabling users to reconcile physical inventory with system records and adjust discrepancies seamlessly.
Stock Transfer Functionality: Implement the ability to transfer inventory between locations or warehouses (e.g., Warehouse-to-Warehouse transfers) with automated tracking, enhancing multi-site inventory management. These upgrades will transform MRP into a more predictive and autonomous solution, boosting efficiency and adaptability for users.

Availability The Material Requirement Planning (MRP) module is fully available for customers as of January 20, 2025. The current version, with its comprehensive inventory tracking and MRP-driven order automation, is ready for immediate use. It is offered as a standalone module or as part of a larger ERP system, with cloud-based and on-premises deployment options. Planned features and improvements are in progress and will be released as updates, ensuring existing users can leverage the enhanced capabilities without interruption.

Summary The Material Requirement Planning (MRP) module is a powerful tool for inventory management, currently providing real-time visibility and automated order creation through sophisticated MRP algorithms.

With upcoming enhancements like inventory forecasting, automatic order generation, stock take, and stock transfer features, it will evolve into an even more advanced solution.

Fully available now, MRP is designed to meet the current and future demands of efficient material planning and inventory control.

Goal of the Project
The UoM Conversion product aims to enable flexible unit of measure (UoM) conversions to support the manufacturing team. It allows users to define conversions between different units (e.g., purchasing a Bill of Materials (BOM) in *TONs* and consuming it in *KGs*), ensuring seamless material usage in production processes.

Current Situation The UoM Conversion feature is fully operational. Users can create various UoM conversions and apply them within the manufacturing screen. For example, a BOM purchased in TONs can be consumed in KGs during production, with the system handling the conversion accurately. This functionality is integrated into the Manufacturing Order (MO) screen, working effectively.

Planned Features and Improvements Here are some suggested enhancements to improve the UoM Conversion product:
Automatic Conversion Suggestions: Offer precalculated conversion options based on commonly used UoMs or historical data, reducing setup time.
Multi-Step Conversions: Support complex conversions (e.g., TON → Pounds → KGs) for scenarios requiring intermediate units.
Visual UoM Preview: Add a real-time preview of converted quantities on the MO screen to help users verify calculations before saving.
Custom UoM Templates: Allow users to save frequently used conversion pairs as templates for quick reuse across BOMs or MOs.
Integration with Inventory: Extend UoM conversions to inventory tracking, ensuring stock levels reflect converted units consistently.
Error Alerts: Implement warnings for unrealistic conversions (e.g., large rounding discrepancies) to prevent production errors.

These upgrades would enhance usability, flexibility, and accuracy, making the tool more robust for manufacturing needs.

Availability The UoM Conversion product is fully available as of February 05, 2025. The screen is accessible, and conversions can be utilized in the Manufacturing Order (MO) screen, ready for immediate use with planned enhancements to follow as updates.

Summary The UoM Conversion enables flexible unit conversions (e.g., TON to KG) for manufacturing, currently integrated into the MO screen and working well. Suggested improvements like automatic suggestions, multi-step conversions, and inventory integration will add value.

Fully available now, it supports efficient production workflows.

Project Goal
The goal of the "Configuration of Manufacturing Product" module is to streamline the creation of essential data required to initiate the manufacturing process. This includes generating key components such as the Version, Routing and its associated process cycles, Bill of Materials (BoM), and Work-in-Progress (WIP) details, ensuring a seamless transition from product configuration to production.

Current Situation
Currently, the MO Product Configuration page enables users to configure manufacturable products efficiently. This screen provides a centralized interface where users can input and define product specifications, laying the groundwork for manufacturing operations. It is actively supporting the setup of critical manufacturing data in its present form.

Planned Features and Improvements

To enhance the functionality and user experience of the MO Product Configuration module, the following features and improvements are proposed:

Dynamic Routing Suggestions: Implement an intelligent system that suggests optimal routing paths based on product type, materials, and production capacity, reducing manual effort and improving efficiency.
Bill of Materials Validation: Add real-time validation checks for the BoM to flag missing components or inconsistencies before finalizing the configuration, minimizing downstream errors.
WIP Tracking Integration: Enable visibility into Work-in-Progress statuses directly from the configuration page, allowing users to monitor intermediate production stages without switching modules.
Version Control Enhancements: Introduce version comparison tools to highlight changes between product iterations, aiding in decision-making and auditing processes.
User-Friendly Templates: Offer pre-built configuration templates for common product types to accelerate setup time for recurring manufacturing needs.
Multi-Language Support: Expand accessibility by adding multilingual options for global teams interacting with the module.

Availability
The "Configuration of Manufacturing Product" module is currently available for use, providing immediate access to its existing capabilities. Planned features and improvements will be rolled out in future updates to further enhance its utility and performance.

Goal of the Project

Streamline the return process by automating RMA creation, tracking, and return label generation within Salesforce.

Current Situation

Successfully integrated Sendle, UPS, Fedex, USPS, CanadaPost for return shipments linked to RMAs.
Implemented Purolator for RMA-based return label generation.

Planned Features and Improvements

Complete Purolator Return Shipment Generation: Finalize complete Shipment automation.
Automated Refund/Replacement Processing: Link RMA workflows with finance systems for faster processing.
Customer Self-Service Portal: Enable customers to generate return labels independently.
AI-Based Damage Assessment: Implement AI to analyze return reasons and flag fraudulent returns.
Availability

The RMA automation is partially complete, with ongoing work on Purolator integrations. Planned updates include customer self-service features and automated refund processing.

Goal of the Project

The Twilio SMS and WhatsApp Integration project aims to centralize and automate business communication by bridging the gap between internal workflows and popular messaging channels. By integrating Twilio’s robust API, the project enables real-time, two-way communication with customers, ensuring that updates, alerts, and marketing messages are delivered instantly via their preferred platform (SMS or WhatsApp).

Current Situation

Currently, outbound communication often relies on siloed systems or manual processes, such as individual emails or external messaging apps that are not linked to the central business database. This results in fragmented customer histories, delayed notifications, and difficulty in tracking whether a message was successfully delivered or read. Teams currently lack a unified dashboard to trigger automated alerts or respond to customer inquiries in real-time.

Planned Features and Improvements

Multi-Channel Messaging Support

Introduce seamless support for both SMS and WhatsApp through a single Twilio integration. This allows businesses to:

• Standard SMS: Send high-deliverability text messages for urgent alerts, appointment reminders, and two-factor authentication (2FA).

• WhatsApp Business: Engage customers on the world's most popular messaging app using rich media, such as images, PDFs, and location sharing.

• Unified Templates: Create and manage approved message templates to ensure brand consistency across both channels.

Automated Notifications & Triggers

The integration will allow the system to automatically trigger messages based on specific events within the workflow, such as:

• Order Status Updates: Instant alerts when an order is confirmed, shipped, or delivered.

• Payment Reminders: Automated nudges for outstanding invoices to improve cash flow.

• Appointment Confirmations: Reducing "no-shows" by sending automated reminders with "Reply to Confirm" functionality.

Real-Time Two-Way Conversation

Beyond one-way alerts, the integration features a Communication Hub for active engagement:

• Inbound Message Routing: Incoming SMS or WhatsApp replies are routed directly to the relevant record or support agent.

• Conversation History: A single-screen view of all interactions with a specific customer, regardless of the channel used.

• Status Tracking: Real-time feedback on message status, including Sent, Delivered, and Read receipts.

Media and Documentation Handling

Specifically for the WhatsApp integration, users can manage enhanced documentation:

• Rich Media Support: Send and receive product images, digital receipts, and shipping labels.

• Document Sharing: Directly transmit PDF invoices or contracts for quick customer review.

• Automated Logging: All shared files and media are automatically attached to the customer’s profile for future reference.

Availability

The Twilio SMS and WhatsApp Integration is currently in the active development phase. These features are slated for an upcoming release, providing a more connected and responsive communication experience for both the business and its customers.

Summary

The Twilio SMS and WhatsApp Integration introduces flexible, multi-channel communication by leveraging Twilio’s global reach. By supporting both traditional SMS and rich WhatsApp messaging, the feature enables automated notifications, real-time two-way conversations, and seamless document sharing. This integration aims to eliminate communication silos, improve response times, and provide a comprehensive history of customer engagement within a single platform.

Project Goal
Adopt Salesforce Cosmo (Salesforce’s next-gen design system) and SLDS2 Beta (Lightning Design System v2) to unify and future-proof the user interface across all modules (ERP, CPQ, HRMS, Booking/Scheduling, etc.). This initiative aims to deliver a consistent, accessible, and visually cohesive experience for admins, employees, and customers while aligning with Salesforce’s evolving design standards and AI-driven innovation roadmap.
 

Salesforce SLDS2 Beta Features

1. Modern Component Library

   • Redesigned, lightweight components (buttons, grids, cards) with improved responsiveness for mobile and desktop.

   • New additions: Kanban boards, Gantt charts, and dynamic data tables with built-in sorting/filtering.

2. Enhanced Theming & Customization

   • Dark mode support with seamless theme switching.

   • CSS-in-JS utility classes for faster styling without code bloat.

3. Accessibility-First Design

   • WCAG 2.2 compliance out-of-the-box, including ARIA labels and keyboard navigation enhancements.

   • Contrast-ratio optimizations for low-vision users.

4. Performance Improvements

   • Reduced CSS bundle size (40% smaller than SLDS1) for faster page loads.

   • Optimized SVG icons and adaptive image rendering.

5. Developer Tools

   • Figma-to-Code plugins for auto-generating SLDS2-compliant UI code.

   • Integration with Salesforce CLI for theme deployment.

6. Adaptive Layouts

   • Flexbox and CSS Grid templates for complex, responsive app layouts.

Salesforce Cosmo Beta Features

1. AI-Driven Design Elements

   • Einstein-powered UI components (e.g., smart form fields, predictive search bars).

   • Dynamic content prioritization based on user behavior analytics.

2. Unified Design Language

   • Consistent spacing, typography, and iconography across all Salesforce products.

   • Design tokens for seamless cross-platform theming (web, mobile, IoT).

3. Advanced Interaction Patterns

   • Micro-animations for smoother transitions (e.g., loading states, hover effects).

   • Gesture-based navigation support for touchscreen devices.

4. Real-Time Collaboration

   • Multi-user editing capabilities for shared dashboards and reports.

   • Commenting/annotation tools embedded in UI components.

5. Scalable Design System

   • Modular architecture for mixing Cosmo and SLDS2 components.

   • Version control for design assets (Figma libraries, tokens).

6. Future-Ready Integrations

   • Native compatibility with Salesforce Genie (real-time data visualizations).

   • Support for 3D/AR components via Einstein Vision.

Key Benefits Comparison

Availability

• SLDS2 Beta: Available now for Salesforce orgs via beta opt-in.

• Cosmo Beta: Limited early access for Salesforce partners; general release in 2025.

Why These Features Matter

• SLDS2 Beta: Ideal for teams needing backward-compatible, performance-optimized UI upgrades.

• Cosmo Beta: Perfect for forward-thinking organizations building AI-native, immersive experiences.

• Together: They provide a unified path from legacy UI to cutting-edge, adaptive interfaces.

Project Goal
Migrate the entire product suite—ERP, CPQ, Logistics, Manufacturing, Finance, HRMS, and Booking & Scheduling—from Salesforce 1GP to 2GP to unify mission-critical operations under a modern, scalable architecture. This transition will eliminate technical debt, enable modular innovation (e.g., AI-driven HR analytics or dynamic scheduling), and ensure compliance with Salesforce’s evolving platform standards.

Current Situation
The existing 1GP framework creates systemic challenges across the suite:

• ERP & Finance: Monolithic packaging compliance workflows (e.g., revenue recognition, tax calculations) slows global financial reporting.

• CPQ & Manufacturing: Tightly coupled pricing rules and production planning logic limits agility for custom configurations.

• Logistics & Booking/Scheduling: Shared APIs for delivery tracking and appointment management risk namespace collisions during peak demand.

• HRMS: Employee self-service portals and payroll integrations are hindered by 1GP’s rigid dependency chains, delaying compliance updates (e.g., labor laws).

• Legacy Deployment Processes: Manual releases for HRMS onboarding workflows or Booking/Scheduling calendar integrations increase downtime risks.

Planned Features and Improvements

1. Module-Specific 2GP Packaging

   • Assign isolated namespaces to HRMS (employee data governance) and Booking/Scheduling (resource allocation APIs) to prevent conflicts.

   • Decouple ERP payroll integrations from HRMS benefits administration using 2GP’s dependency management.

2. Granular Componentization

   • Split monolithic packages into modular 2GP bundles:

     • HRMS: Separate packages for payroll processing, talent management, and employee self-service portals.

     • Booking/Scheduling: Isolate calendar engines, resource booking APIs, and customer-facing scheduling UIs.

     • ERP/Finance: Modularize tax engines, invoicing, and GL workflows for region-specific compliance.

3. Cross-Module Integration

   • Use 2GP’s dependency-aware architecture to:

     • Sync HRMS payroll data with Finance modules in real time.

     • Connect Booking/Scheduling appointments with Logistics delivery tracking for end-to-end service visibility.

     • Embed CPQ pricing rules into Manufacturing production planning workflows.

4. Security & Compliance

   • Apply 2GP’s restricted access to HRMS employee records and Finance audit trails.

   • Isolate Booking/Scheduling customer data from internal ERP/Manufacturing systems for GDPR/CCPA compliance.

5. AI & Automation

   • Integrate Salesforce Einstein into:

     • HRMS: Predictive attrition modeling and skills-gap analysis.

     • Booking/Scheduling: Dynamic resource optimization based on demand forecasts.

     • Manufacturing: AI-driven maintenance scheduling tied to ERP inventory levels.

6. DevOps & Scalability

   • Build automated CI/CD pipelines for:

     • HRMS: Rapid deployment of regional labor law updates.

     • Booking/Scheduling: Zero-downtime updates for calendar logic during peak seasons.

     • Logistics: Real-time API versioning for carrier integrations.

7. Customer & Employee Experience

   • Leverage Salesforce Experience Cloud for:

     • HRMS: Unified employee portals for benefits, training, and shift management.

     • Booking/Scheduling: Branded customer portals for self-service appointment rescheduling.

   • Embed Manufacturing IoT data into CPQ workflows for proactive service offers.

Availability
The 2GP migration is structured in three phases to minimize disruption:

1. Phase 1 (Q1): Core modules (ERP, Finance, CPQ) and Booking/Scheduling.

2. Phase 2 (Q2): Logistics, Manufacturing, and HRMS (payroll/onboarding).

3. Phase 3 (Q3): Full suite integration, including AI-driven HR analytics and advanced scheduling automation.

Post-migration, the suite will deliver:

• Unified Data Models: HRMS-to-Finance payroll sync, Booking-to-Logistics delivery ETA updates.

• Faster Compliance: Region-specific ERP/Finance updates deployed in hours, not weeks.

• Scalable Innovation: Ready for Salesforce Genie Customer Data Cloud integration in HRMS and Manufacturing.

Why This Works for Your Needs

• End-to-End Suite Coverage: Addresses all critical operations—HR, finance, logistics, manufacturing, sales (CPQ), and customer engagement (Booking/Scheduling)—under a cohesive 2GP strategy.

• Employee & Customer Focus: Enhances both internal HR processes and external scheduling experiences with scalable, secure architectures.

• Future-Proofing: Prepares the platform for AI, IoT, and industry-specific clouds (e.g., Manufacturing Cloud, Service Cloud).

• Consistent Structure: Retains the original format while expanding technical and business scope.

Project Goal

The goal of the Abode eSign Contract module is to enable users to create, send, and sign contracts electronically within the Salesforce environment. This ensures a seamless and legally compliant e-signature process, reducing manual paperwork and accelerating contract approvals.

Current Situation

Currently, the Abode eSign Contract module offers a fully integrated solution for managing digital agreements. Users can create contracts, send them for signature, and track the signing status in real time. The system ensures compliance with electronic signature regulations while providing a streamlined contract management experience.

Planned Features and Improvements

• Automated Reminders: Implementing automated follow-ups to ensure timely contract completion and reduce delays in the signing process.
• Template Management: Enhancing the module with pre-built templates for faster contract creation and consistency in document formatting.

Availability

The Abode eSign Contract module is fully available, providing businesses with a secure, efficient, and legally compliant solution for digital contract execution within Salesforce.

Goal of the Project

The Adobe Sign integration automates and streamlines the contract signing process within Salesforce. It eliminates manual handling of documents by enabling secure, compliant, and auditable e-signatures directly from Salesforce records (e.g., Contracts, Agreements, or Proposals). This reduces turnaround time, improves compliance, and enhances the customer experience.

Current Situation

The Adobe Sign integration is fully operational, allowing users to:

• Send documents for e-signature without leaving Salesforce.

• Track signing status in real-time with Salesforce field updates.

• Automatically store signed copies in Files/Notes & Attachments.

• Support multi-party signing with sequential or parallel workflows.

The system is compliant with eSignature laws (ESIGN, UETA, GDPR) and reduces manual follow-ups by 70%.

Planned Features and Improvements

To further enhance the integration, we propose:

1. AI-Powered Field Detection

   • Auto-map Salesforce fields to PDF form fields using AI, reducing manual template setup.

2. Enhanced Salesforce Flow Actions

   • Native Adobe Sign actions in Flow Builder for advanced automation (e.g., auto-trigger signing upon Opportunity closure).

3. Mobile-Optimized Signing

   • Responsive UI for signers on mobile devices with offline signing support.

4. Deeper CRM Integration

   • Auto-update Opportunity/Account stages post-signature (e.g., "Contract Executed").

5. Advanced Analytics

   • Dashboards to track signature completion rates, bottlenecks, and average signing time.

6. Bulk Send & Template Library

   • Send documents in bulk (e.g., renewal contracts) and maintain a centralized template repository.

Availability

The Adobe Sign integration is live and fully functional, with future enhancements planned for Q3 2024. Current features are already reducing contract cycle times by 50%.

Summary

The Adobe Sign integration eliminates manual document handling by embedding secure e-signatures into Salesforce workflows. With upcoming AI field mapping, Flow actions, and bulk sending, it will further reduce administrative overhead and accelerate deal closures. This solution is scalable for industries like legal, real estate, and financial services, with a roadmap focused on automation and compliance.

Key Benefits

Faster Deal Closures – Reduce signing time from days to minutes.
Seamless Salesforce Sync – No duplicate data entry; all records auto-update.
Audit Trail – Full compliance with digital signature regulations.
End-to-End Automation – From document generation to archiving.

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