Prospera ERP Features & Functions Reference

◈

Accounting & Finance

General Ledger, Payables, Receivables & Compliance

58features

#	Feature & Function	Description
1	Chart of Accounts (CoA)	Fully hierarchical, tree-structured chart of accounts adaptable to any regional standard or internal reporting structure.
2	General Ledger (GL)	Every submitted transaction across all modules auto-posts a double-entry GL entry — the single source of financial truth.
3	Accounts Receivable	Track all customer invoices, payments, and outstanding balances with real-time aging and automated collection follow-up.
4	Accounts Payable	Manage supplier bills, payment schedules, and outstanding liabilities with full aging analysis and bulk payment runs.
5	Sales Invoice Creation	Generate branded, itemised sales invoices directly from sales orders or standalone — with automatic GL posting on submission.
6	Purchase Invoice Processing	Capture and post supplier bills linked to purchase orders and goods receipts for rigorous 3-way matching.
7	Payment Entry & Reconciliation	Record receipts and payments in any currency; reconcile against open invoices with partial-payment and advance-payment support.
8	Multi-Currency Accounting	Issue all transaction types in any currency; system auto-calculates exchange gain/loss and posts to defined accounts.
9	Bank Statement Import	Import bank statements in CSV or OFX formats; auto-match entries against open system transactions for fast reconciliation.
10	Bank Reconciliation Tool	Side-by-side reconciliation interface highlights matched, unmatched, and pending entries clearly for the finance team.
11	Journal Entry	Manual debit/credit journal entries for period-end adjustments, provisions, accruals, and reclassifications.
12	Payment Terms Configuration	Define Net 30, Net 60, milestone-based, or installment payment term structures per customer or supplier master.
13	Credit Limit Management	Set per-customer credit limits; system blocks or warns on new orders that would breach the defined threshold.
14	Advance Payment Handling	Record customer and supplier advances; system automatically adjusts them against future invoices on reconciliation.
15	Debit & Credit Notes	Issue debit and credit notes for returns, price adjustments, and billing corrections with full GL reversal impact.
16	Inter-Company Transactions	Post matching inter-entity invoices, journals, and transfers automatically across group companies for consolidation.
17	Cost Centre Accounting	Tag every transaction to a cost centre; generate granular P&L reports per department, project, or regional branch.
18	Accounting Dimensions	Define unlimited custom dimensions — product line, channel, territory — to slice financial data across any axis.
19	Budget Definition & Tracking	Set annual or monthly budgets by account and cost centre; block or alert on transactions that exceed approved budget.
20	Profit & Loss Statement	One-click real-time P&L with configurable comparison periods, cost-centre filters, and cumulative/period toggles.
21	Balance Sheet	Auto-generated balance sheet reconciled from all posted GL entries, available at any point in time without manual aggregation.
22	Cash Flow Statement	Direct-method cash flow report covering operating, investing, and financing activities derived from GL postings.
23	Trial Balance	Full or condensed trial balance with drill-down capability to individual transactions from any account line.
24	Consolidated Financial Statements	Aggregate balance sheet and P&L across all subsidiaries with configurable inter-company elimination entries.
25	Tax Template Configuration	Define reusable GST, VAT, withholding tax, and customs duty templates applied automatically on all transactions.
26	Tax Category Rules	Auto-apply the correct tax template based on customer/supplier category, item group, or shipping destination.
27	Withholding Tax (WHT / TDS)	Deduct and track withholding tax per vendor; generate statutory certificates and period-summary WHT reports.
28	VAT / GST Reporting	Generate period-specific VAT/GST output and input tax summaries aligned to local statutory filing formats.
29	E-Invoice Integration	Generate structured e-invoices and transmit to government portals via REST API for fiscal compliance in supported regions.
30	Fixed Asset Accounting	Auto-post depreciation journal entries based on configured methods; track net book value and accumulated depreciation per asset.
31	Accounts Receivable Aging Report	Configurable aging buckets (0–30, 31–60, 61–90, 90+) with drill-down to individual outstanding invoice details.
32	Accounts Payable Aging Report	Supplier-wise outstanding aging to prioritise payment runs and avoid late-payment penalties.
33	Cash Flow Forecasting	Project future liquidity based on open invoices and contracted payment terms across all active customers and suppliers.
34	Subscription / Recurring Billing	Auto-generate invoices on a defined schedule for retainer contracts, SaaS plans, and maintenance agreements.
35	Period-End Closing Process	Structured month-end and year-end closing workflow with blocking of backdated postings after the period is formally closed.
36	Opening Balance Migration	Import chart of accounts balances and outstanding open transactions when migrating from a legacy accounting system.
37	Financial KPI Dashboard	Real-time executive dashboard: current ratio, DSO, DPO, gross margin, EBITDA, and cash-on-hand at a glance.
38	Audit Trail & Change Log	Immutable, timestamped log of every financial record creation, edit, submission, and cancellation for compliance.
39	Dunning & Payment Reminders	Auto-send configurable, escalating payment reminder emails to overdue customer accounts on a defined schedule.
40	Landed Cost Distribution	Apportion freight, customs, and handling charges across received stock items for accurate total landed cost valuation.
41	Multi-Company Setup	Run multiple legal entities from one instance with separate books, chart of accounts, and compliance settings per entity.
42	Budgetary Control & Exception Alerts	Block or warn when a transaction would exceed the approved budget for a cost centre or expense account group.
43	Bank Account Management	Maintain multiple bank accounts per company with linked GL accounts, IBAN, BIC/SWIFT, and contact details.
44	Cheque / PDC Management	Register post-dated cheques received or issued; track clearance status and bank presentation dates systematically.
45	Payroll Accounting Integration	Submitted salary slips auto-post payroll expense journals debiting salary accounts and crediting payable accounts.
46	Deferred Revenue Accounting	Recognise revenue over a contract period; system auto-posts monthly deferred revenue release journal entries.
47	Deferred Expense Accounting	Spread prepaid expenses over the benefit period with automated monthly amortisation journal postings.
48	Financial Year Configuration	Define custom fiscal years and sub-periods; system enforces period-end posting rules per the configured calendar.
49	Currency Exchange Rate Maintenance	Maintain daily or periodic exchange rates per currency pair for transaction conversion and period-end revaluation.
50	Asset Impairment Testing	Record impairment write-downs when an asset's recoverable amount falls below its carrying book value.
51	Factoring & Invoice Discounting	Record assignment of receivables to a factoring house; track funded and unfunded invoice portions separately.
52	Internal Audit Checklist	Run configurable internal audit checklists against accounting records; document findings and follow-up actions.
53	Intercompany Loan Management	Record and track inter-company loan drawdowns, repayments, and accrued interest with automated journal entries.
54	Standing Instruction Payments	Configure recurring bank transfers for rent, subscriptions, or loan repayments; auto-generate payment entries on schedule.
55	Loan Management Module	Full loan lifecycle: disbursement, EMI schedule, prepayment, and interest calculation with integrated GL posting.
56	Treasury Management	Track short-term investments, fixed deposits, and cash placements with maturity alerts and interest income posting.
57	Donation & Grant Tracking	Dedicated income tracking for NGOs: donor-wise ledgers, grant utilisation reports, and restricted fund accounting.
58	Financial Consolidation Eliminations	Configure and auto-post inter-company elimination journals during group financial consolidation periods.

No matching features & functions in this module.

◉

Inventory & Warehouse

Stock Management, Valuation & Supply Chain

47features

#	Feature & Function	Description
59	Item Master Management	Centralised item registry with codes, descriptions, UoM, shelf life, reorder levels, tax templates, and supplier links.
60	Multi-Warehouse Management	Define unlimited warehouses and sub-locations; track stock balances and movements independently per location.
61	Stock Entry & Transfers	Record goods receipts, issues, internal transfers, and manual adjustments with automatic valuation and GL posting.
62	Goods Receipt Note (GRN)	Receive stock against a purchase order; trigger quality inspection before accepting items into the stores ledger.
63	Delivery Note	Issue stock against a confirmed sales order; update inventory balance, trigger billing, and generate despatch documentation.
64	Inventory Valuation Methods	Choose FIFO, Moving Average, LIFO, or Standard Costing per item group; system enforces the method consistently.
65	Batch & Lot Tracking	Assign batch numbers to items; trace any batch across all receipts, transfers, and sales for end-to-end traceability.
66	Serial Number Tracking	Assign unique serial numbers to high-value or regulated items; track lifecycle from purchase receipt through sale or disposal.
67	Reorder Point & Reorder Quantity	System raises automatic Material Requests when stock falls below the defined reorder level per warehouse.
68	Material Request & Replenishment	Structured internal request workflow for stock replenishment, automatically linking to purchase orders on approval.
69	Stock Reconciliation	Physical inventory count tool: enter actual quantities, and system posts variance adjustments automatically.
70	Item Variants & Attributes	Manage parent items with configurable attribute variants (size, colour) sharing a common item template and price list.
71	Unit of Measure (UoM) Conversion	Define conversion factors between purchase, storage, and sales UoMs for seamless cross-unit transaction handling.
72	Item Bundling & Kitting	Define product bundles or kits; system auto-deducts component stock when a bundle is sold or transferred out.
73	Expiry & Shelf Life Management	Track shelf life per batch; automated alerts on near-expiry stock; system blocks issue of expired items from warehouse.
74	Putaway Rules	Define location-specific putaway strategies to route incoming stock to optimal bin positions automatically.
75	Pick / Pack / Ship Workflow	Structured fulfilment sequence: pick lists, packing slips, and shipping confirmation with carrier tracking reference.
76	Landed Cost Voucher	Distribute import duties, freight, and clearing charges across GRN line items for accurate total landed cost.
77	Stock Ledger & Audit Trail	Line-by-line history of every stock movement with quantities, valuation rates, and GL entries per transaction.
78	Item Price Lists	Maintain multiple price lists (wholesale, retail, export) per currency; auto-apply based on customer group or channel.
79	Stock Projected Quantity Report	View expected stock position after accounting for all open purchase, sales, and production order commitments.
80	Stock Ageing Report	Identify slow-moving inventory by time-in-warehouse; supports management write-down and clearance decisions.
81	Dead Stock Analysis	Flag items with zero movement over a configurable period for write-off evaluation or liquidation planning.
82	Quality Inspection on GRN	Trigger mandatory quality inspection on goods receipt before stock is accepted into the warehouse stock ledger.
83	Delivery Trip Management	Plan, assign, and track multi-stop delivery trips with route notes and proof-of-delivery confirmation fields.
84	Inter-Warehouse Transfer Orders	Raise, approve, and fulfil inter-branch transfer orders with in-transit stock accounting between warehouses.
85	Negative Stock Prevention	System-level policy to block stock issues that would take warehouse balances below zero.
86	Barcode / QR Code Support	Generate and scan barcodes for items, warehouses, and serial numbers to accelerate all warehouse transactions.
87	Stock Dashboard	Visual overview of warehouse utilisation, fast-movers, slow-movers, below-reorder items, and recent movements.
88	Inventory Forecasting	Project future stock requirements using historical consumption and open sales pipeline data for proactive planning.
89	Cycle Count Management	Schedule rolling partial physical counts by location or item group without halting full warehouse operations.
90	Consignment Stock Tracking	Track stock held at customer premises; recognise revenue only on confirmed customer consumption from consignment.
91	Packing Slip Generation	Auto-generate detailed packing slips from delivery notes including serial/batch numbers and shipping marks.
92	Stock Reservation	Reserve specific stock quantities against a sales order or work order to prevent over-promising available inventory.
93	Item Variant Matrix Entry	Display size-by-colour variant grids for rapid multi-variant quantity entry on a single order line screen.
94	Cross-Docking Support	Route inbound supplier deliveries directly to outbound shipping bays without intermediate put-away into storage.
95	Returns Management (RMA)	Manage customer return authorisations: inspect returned items and decide on restocking, repair, or disposal.
96	Freight & Logistics Costing	Record inbound and outbound freight costs against shipments and distribute to the landed cost voucher automatically.
97	Warehouse Capacity Management	Define bin-level storage capacity; alert warehouse managers when a location approaches its defined limit.
98	Minimum Stock Level Alerts	Automated email and in-app alerts when any item in any warehouse drops below the defined safety stock level.
99	Item Substitution	Define approved substitute items; system suggests alternatives during order entry when the primary item is unavailable.
100	Goods-in-Transit Account	Post stock value to a goods-in-transit GL account between shipment date and confirmed warehouse receipt.
101	Item Variant Pricing Matrix	Set distinct prices for every combination of item attributes — size, colour, grade — in a single pricing grid.
102	Warehouse Bin / Rack Management	Define physical bin and rack addresses within a warehouse; track stock at bin level for precision picking.
103	Serialised Asset Tracking	Track high-value serialised items — laptops, phones, tools — through warehouse, employee custody, and disposal.
104	Inbound Shipment Planning	Plan expected supplier deliveries against open purchase orders; update expected receipt dates and notify warehouse.
105	Catch Weight Management	Handle items sold by count but costed by variable weight; capture actual weight at goods receipt for accurate valuation.

No matching features & functions in this module.

◧

Purchasing & Procurement

Supplier Management, POs & Spend Control

38features

#	Feature & Function	Description
106	Supplier Master Management	Complete supplier profiles: contacts, payment terms, currency, tax templates, bank details, and performance scores.
107	Supplier Qualification & Evaluation	Score and categorise suppliers by quality, on-time delivery, and commercial performance for strategic sourcing decisions.
108	Material Request / Purchase Requisition	Employees raise material requests; routed through a configurable approval workflow before converting to a purchase order.
109	Request for Quotation (RFQ)	Send RFQs to multiple suppliers simultaneously; receive and compare responses within the same system workflow.
110	Supplier Quotation Comparison	Side-by-side tabular analysis of competing supplier quotations by price, lead time, and payment terms for best-value decisions.
111	Purchase Order Creation	Generate structured POs with line items, taxes, delivery terms, and schedule; route through multi-level approval before dispatch.
112	Purchase Order Approval Workflow	Multi-level approval chains based on PO value, department, or cost centre — fully configurable without code changes.
113	Blanket Purchase Orders	Set up long-term supply agreements with agreed pricing; raise release orders against the blanket contract as demand arises.
114	Purchase Order Amendment	Formal amendment process for changing quantity, price, or delivery date with version history and re-approval routing.
115	3-Way Matching (PO–GRN–Invoice)	System validates purchase invoices against corresponding PO quantities and GRN receipts before allowing payment processing.
116	Supplier Invoice Booking	Register supplier invoices against POs or standalone; trigger payment scheduling and GL posting in a single step.
117	Subcontracting Management	Issue raw materials to third-party processors; track material sent, product received, and yield losses per job.
118	Procurement Analytics Dashboard	Spend by supplier, category, and cost centre; on-time delivery rates; price variance; and savings realised.
119	Purchase Return / Debit Note	Record returns to suppliers with debit note generation and automatic inventory reversal in one transaction.
120	Minimum Order Quantity (MOQ) Rules	Enforce supplier MOQs at PO line level; system warns or blocks orders that fall below the contracted minimum.
121	Lead Time Tracking per Supplier	Record and trend actual versus expected supplier lead times for more accurate safety stock and production planning.
122	Automatic PO from Reorder Level	System auto-generates draft POs when items reach reorder level based on preferred supplier, MOQ, and lead time.
123	Budget Check on Purchase Orders	Validate PO value against the relevant cost centre or project budget before granting purchase approval.
124	Purchase Tax & Charges Templates	Reusable templates for import duties, GST, VAT, and other charges applied automatically on purchase documents.
125	Supplier Payment Scheduling	Group outstanding supplier invoices into payment runs with bank export file generation for electronic payment.
126	Supplier Portal	Suppliers log in to view POs, confirm delivery dates, and submit invoices electronically through a self-service portal.
127	Purchase Price Variance Reporting	Track the difference between standard cost and actual purchase price per item and supplier for cost control.
128	Approved Supplier List (ASL)	Define which suppliers are approved for specific items or categories; block PO creation to non-approved sources.
129	Freight & Customs Management	Log inbound freight, insurance, and customs duties against received shipments for accurate landed cost calculation.
130	Procurement Policy Enforcement	Define mandatory RFQ value thresholds; block direct PO creation above the limit without competitive quotes on file.
131	Supplier Contract Management	Store long-term supply contracts with agreed pricing, validity periods, and auto-renewal notification alerts.
132	PO Consolidation	Merge multiple departmental material requests into a single PO to the same supplier for shipment efficiency.
133	Early Payment Discount Tracking	Record supplier settlement discount terms; flag invoices eligible for early payment cash discount capture.
134	Goods-in-Transit Tracking	Track inventory value and quantity from supplier shipment confirmation until receipt is confirmed at your warehouse.
135	Drop-Shipping Management	Configure supplier-to-customer direct shipment; system creates linked purchase and sales transactions automatically.
136	Multi-Currency Purchase Orders	Raise POs in supplier's invoicing currency; system records domestic equivalent and tracks foreign exchange exposure.
137	Supplier Statement Reconciliation	Compare your AP ledger against supplier account statements; flag and resolve discrepancies systematically.
138	Vendor Performance Scorecard	Quarterly scorecard rating each supplier on quality, delivery, price competitiveness, and responsiveness.
139	Category-Level Spend Analysis	Analyse procurement spend by commodity category, business unit, and accounting period for strategic sourcing.
140	Purchase Order Acknowledgement	Suppliers electronically acknowledge receipt of POs via the portal, confirming delivery dates and quantities.
141	Expediting & Follow-Up Log	Log and track expediting actions on overdue purchase orders with next follow-up date and contact history.
142	Emergency Purchase Approval	Fast-track approval workflow for urgent purchases outside normal procurement policy with mandatory justification.
143	Returnable Packaging Tracking	Track supplier returnable pallets, crates, and drums; manage deposit charges and return credit reconciliation.

No matching features & functions in this module.

◑

Sales & CRM

Leads, Pipeline, Quotations & Order Management

40features

#	Feature & Function	Description
144	Lead & Prospect Management	Capture leads from web forms, email, events, or manual entry; assign, qualify, and score from a single screen.
145	Lead Source Attribution	Record the origin of every lead — campaign, referral, web, social — and attribute closed revenue back to source.
146	Opportunity Pipeline (Kanban & List)	Visual CRM pipeline showing all open opportunities by stage with probability-weighted revenue forecasting.
147	Opportunity-to-Quotation Conversion	Convert a qualified CRM opportunity directly into a branded quotation in one click — zero data re-entry.
148	Quotation / Sales Proposal Builder	Generate itemised, branded quotations with product images, payment terms, validity date, and custom notes.
149	Multi-Item Quotation with Pricing Rules	Apply customer-specific price lists, volume discounts, and item-level margin rules automatically on quotation lines.
150	Quotation Revision & Version History	Track every revision to a quotation; compare versions and always send the customer the latest approved version.
151	Quotation-to-Sales-Order Conversion	Convert an accepted quotation to a confirmed sales order in one action — with inventory reservation triggered.
152	Sales Order Management	Track each sales order through its complete lifecycle: delivery, invoicing, payment, and fulfilment status.
153	Delivery Schedule & Part Shipments	Split a single sales order across multiple delivery dates with independent quantities and invoice milestones.
154	Customer Master Management	360° customer profiles: contacts, addresses, credit limit, payment terms, price lists, and full transaction history.
155	Customer Group Pricing	Assign different price lists to customer groups (retail, wholesale, distributor) for automatic pricing on orders.
156	Sales Return / Credit Note	Raise customer returns against specific invoices; auto-reverse stock and post credit note to GL in one step.
157	Customer Portal (Self-Service)	Customers log in to view quotations, orders, invoices, and delivery status without contacting your team.
158	CRM Activity Log	Track every call, email, meeting, and follow-up task against a lead, opportunity, or customer record.
159	Sales Analytics & Reports	Revenue by customer, item, salesperson, territory, and period with drill-down to source transaction level.
160	Sales Person & Territory Management	Assign salespeople to geographic or account-based territories; track performance, quota, and incentive calculation.
161	Commission Calculation	Configure sales commission rules by salesperson, item group, or territory; auto-calculate on invoice submission.
162	Quotation Validity & Expiry Alerts	Automated notifications when a quotation approaches or passes its validity date to ensure timely follow-up.
163	Lost Opportunity Tracking	Record reasons for lost deals; generate win/loss analysis by competitor, product, reason, and salesperson.
164	Customer Contract Management	Store long-term customer contracts with pricing, SLA terms, and renewal date alerts for account managers.
165	Point of Sale (POS)	Full-featured POS terminal for retail: barcode scanning, multiple payment modes, returns, and shift closing.
166	POS Offline Mode	POS continues operating without internet connectivity; syncs all transactions automatically on reconnection.
167	Sales Taxes & Charges Templates	Reusable tax templates for VAT, GST, and surcharges applied automatically based on customer type or item.
168	Customer Ledger Statement	On-demand account statement for any customer showing all invoices, payments, credits, and outstanding balance.
169	Product Configurator	Guide salespeople through option selection for complex configurable products; auto-build price and BOM on quote.
170	Blanket Sales Orders	Record long-term customer supply agreements; raise release orders against the contract as customer demand arises.
171	Trade Promotion Management	Configure promotional pricing, bundled deals, and rebate schemes for specific customers, channels, or periods.
172	Customer Segmentation & RFM Analysis	Classify customers by recency, frequency, and monetary value for targeted marketing and retention programmes.
173	Sales Target Setting & Tracking	Set monthly and quarterly revenue targets per salesperson or territory; track attainment against target in real time.
174	E-Commerce Order Integration	Sync online orders from Shopify or WooCommerce directly into Prospera ERP as confirmed sales orders automatically.
175	Pricing Rules Engine	Define complex conditional pricing rules — customer group, minimum quantity, date window — applied automatically on orders.
176	Customer Visit Planning	Schedule and log customer site visits by sales reps; link visits to accounts and track outcomes and next steps.
177	Competitor Price Tracking	Log competitor product prices observed in the market; compare against your own pricing for strategic adjustments.
178	Key Account Management	Designate key accounts with dedicated managers, custom SLAs, escalation paths, and executive review cycles.
179	Customer Satisfaction Survey	Trigger post-sale satisfaction surveys; aggregate NPS and CSAT scores per customer and sales region.
180	Dunning for Overdue Sales Invoices	Automated multi-step dunning process for overdue customer invoices with escalating email reminders.
181	Sample Order Management	Create and track sample requests sent to prospects; link samples to opportunities for conversion tracking.
182	Multi-Unit Sales Organisation	Manage multiple sales divisions or brands within a single Prospera ERP instance with separated pipelines and reports.
183	Pricing Approval Workflow	Quotes with margins below a defined threshold require manager approval before being sent to the customer.

No matching features & functions in this module.

◫

Manufacturing & Production

BOM, Work Orders, MRP & Shop Floor

41features

#	Feature & Function	Description
184	Bill of Materials (BOM)	Multi-level BOM defining raw materials, sub-assemblies, quantities, scrap factors, and routing operations per product.
185	Multi-Level BOM Explosion	Fully exploded raw material requirement view tracing through all sub-assembly levels to base components.
186	BOM Versioning	Maintain multiple BOM versions; control which version is active for production, costing, and MRP at any time.
187	Work Order Creation	Generate work orders from sales orders, production plans, or manually; define target warehouse and production schedule.
188	Production Plan / MRP	Material requirements planning analyses demand from sales and forecasts to plan both production and procurement.
189	Material Availability Check	Before confirming a work order, system checks raw material stock and flags component shortfalls for resolution.
190	Job Card (Shop Floor Instructions)	Break work orders into operation-level job cards assigned to specific workstations and machine operators.
191	Shop Floor Time Tracking	Operators log actual start and end times on job cards; actual hours compared against standard manufacturing time.
192	Workstation & Machine Management	Define workstations with capacity, hourly operating cost, and availability schedule for routing and capacity planning.
193	Operation Routing	Define the sequence of manufacturing operations per product with standard time allowances per workstation.
194	Capacity Planning	Visualise workstation utilisation by day, week, or month to identify bottlenecks before committing to production schedules.
195	Production Scheduling (Gantt)	Drag-and-drop Gantt view of all work orders across all workstations for interactive visual production planning.
196	Raw Material Back-Flushing	Automatically consume and deduct raw materials from stock when a work order is completed or at each operation stage.
197	Finished Goods Receipt	Receive completed production into the finished goods warehouse with automatic stock update and GL cost posting.
198	Scrap / Waste Management	Record and value manufacturing scrap; configure separate scrap warehouses and scrap material income accounts.
199	Subcontracting Workflow	Issue raw materials to a subcontractor; receive finished goods back; track in-transit materials and processing losses.
200	Batch Manufacturing	Manage production in defined batches with batch-level costing, quality traceability, and inspection checkpoints.
201	Production Cost Analysis	Compare standard BOM cost versus actual production cost per work order for detailed manufacturing variance reporting.
202	Process Manufacturing Support	Manage continuous or batch process manufacturing with recipe-based BOMs and configurable yield percentage factors.
203	Production vs. Sales Order Linkage	Link each work order to its originating customer sales order for make-to-order delivery traceability.
204	Quality Inspection at Production	Define mandatory in-process and final quality inspection checkpoints on work orders before goods move to finished store.
205	Downtime Tracking	Log machine downtime events with reason codes; analyse equipment availability and OEE metrics per workstation.
206	Overhead Cost Allocation	Apportion factory overhead costs — power, depreciation, and labour burden — to work orders using configurable rates.
207	Engineering Change Notice (ECN)	Formal workflow to approve and propagate BOM or routing changes with impact analysis before the change activates.
208	Production Batch Traceability	Trace every finished goods batch back to the exact raw material batches and supplier lots consumed in production.
209	Work-In-Progress (WIP) Valuation	Track and value partially completed production in a dedicated WIP account until the work order is fully closed.
210	Serialised Finished Goods Production	Auto-generate serial numbers for finished items during the production receipt transaction for downstream tracking.
211	Product Costing Worksheet	Calculate the full standard cost of a finished item from BOM components, routing time, and applied overhead rates.
212	Rework Order Management	Raise a dedicated rework work order for non-conforming production; track rework cost and additional material usage separately.
213	Production Efficiency Reporting	OEE, yield percentage, cycle time, and rejection rate reports per work centre for continuous improvement monitoring.
214	Sales Order–Driven Master Production Schedule	Generate an MPS directly from firm and forecast sales orders for a rolling production horizon visibility.
215	Alternative Material Substitution	Define approved substitutes per BOM component; suggest alternatives when the primary material is out of stock.
216	Tooling & Jig Management	Register production tooling and fixtures; track usage counts, calibration due dates, and maintenance service history.
217	Material Consumption Journal	Record actual raw material consumption per operation step within a work order for granular cost tracking.
218	Production Kanban Board	Visual shop floor board showing all active work orders by status: not started, in progress, completed, QC hold.
219	Machine Maintenance Integration	Trigger a maintenance work order automatically when a machine reaches a defined production cycle count.
220	Finished Goods Label Printing	Auto-generate product labels with barcode, batch number, production date, and shelf life on work order completion.
221	Yield Variance Reporting	Compare expected versus actual output yield per production batch; highlight and investigate significant variances.
222	Multi-Plant Manufacturing	Manage production across multiple manufacturing plants with separate routing, BOM, and capacity settings per plant.
223	Production Efficiency Target Setting	Define target OEE, yield, and cycle time per workstation; track actuals against targets on the production dashboard.
224	Lot Genealogy Report	Full upstream and downstream traceability of any production lot: raw materials in, finished goods out, and customers shipped.

No matching features & functions in this module.

◰

HR & Payroll

Workforce, Recruitment, Leave, Attendance & Compensation

47features

#	Feature & Function	Description
225	Employee Master Record	Centralised employee profiles: personal details, job history, grade, department, reporting line, and emergency contacts.
226	Organisational Chart	Live org chart built automatically from employee reporting structures; drill down to any level of the hierarchy.
227	Employee Onboarding Checklist	Configurable onboarding task lists assigned to HR, IT, and the line manager on a new hire's confirmed start date.
228	Job Opening & Applicant Management	Post open positions; track all applicants through defined hiring stages from application to offer letter.
229	Applicant Tracking System (ATS)	Full recruitment pipeline with resume storage, interview scheduling, structured scoring, and offer management.
230	Interview Scheduling & Feedback	Schedule interviews, assign interviewers, capture structured evaluation forms, and record the final recommendation.
231	Offer Letter Generation	Auto-generate branded offer letters from a template pre-populated with all employee and package details.
232	Employee Contract Management	Store and version employment contracts; set configurable expiry alerts for renewals and contract-end dates.
233	Leave Type Configuration	Define unlimited leave types — annual, sick, maternity, comp-off, unpaid — with individual accrual and carry-forward rules.
234	Leave Allocation & Accrual	Auto-allocate leave entitlements on a policy schedule; accrue leave balances monthly, quarterly, or annually.
235	Leave Request & Approval Workflow	Employees request leave via self-service portal; system routes through manager and HR approval with automated notifications.
236	Leave Balance Ledger	Real-time leave balance per employee per leave type with full ledger of allocations, applications, and manual adjustments.
237	Attendance Management	Record daily attendance manually, via CSV import, or through biometric device integration using the Frappe HR API.
238	Shift Management	Define shift patterns — morning, afternoon, night — and assign rotating or fixed shifts to individual employees.
239	Overtime Tracking	Capture overtime hours per employee; configure overtime pay components for automatic inclusion in payroll processing.
240	Salary Structure & Components	Build pay structures from configurable earning and deduction components with formula-driven calculation logic.
241	Salary Structure Assignment	Assign the correct pay structure to each employee with an effective-from date and applicable base amounts.
242	Payroll Entry & Batch Processing	Process payroll for the entire company or a specific department in one batch; generate all salary slips simultaneously.
243	Salary Slip Generation	Detailed salary slips showing all earning, deduction, and net pay components — printable and emailable from the system.
244	Income Tax Slab Configuration	Define progressive tax slabs by jurisdiction and period; system auto-calculates income tax per salary slip.
245	Statutory Deduction Management	Configure and auto-deduct social insurance, pension, provident fund, and other statutory contributions per local law.
246	Full & Final Settlement	Calculate and process a departing employee's final payment including leave encashment and all outstanding balances.
247	Expense Claim Management	Employees submit claims with receipts; manager approves; finance reimburses via payroll integration or direct payment.
248	Employee Advance	Issue salary advances to employees; track outstanding balance and auto-recover through future payroll deductions.
249	Performance Appraisal Cycles	Configure goal-setting and evaluation cycles with weighted KPI scoring and optional 360-degree peer review.
250	Training & Certification Tracking	Log training programmes, completion status, certificate names, and expiry dates per employee for compliance.
251	Employee Separation Workflow	Structured exit process: asset return checklist, system access revocation, NOC issuance, and clearance sign-off.
252	HR Analytics Dashboard	Headcount, attrition rate, absenteeism, payroll cost trend, and time-to-hire KPIs on one executive dashboard.
253	Employee Self-Service Portal	Employees view payslips, apply for leave, submit expense claims, and update personal details without HR involvement.
254	Multi-Branch Payroll	Run separate payrolls for different legal entities, countries, or branches with independent statutory and tax rules.
255	Gratuity Calculation	Auto-calculate end-of-service gratuity based on years of service and last drawn salary per applicable statutory formula.
256	Employee Loan Management	Disburse loans to employees; auto-deduct equal monthly instalments from payroll until the loan is fully recovered.
257	Incentive & Bonus Processing	Define incentive schemes by KPI attainment or management discretion; batch-process and auto-post to payroll.
258	Employee Skill & Competency Matrix	Map employee skills to role requirements; surface capability gaps for learning and development programme planning.
259	Succession Planning	Identify high-potential employees; document formal succession plans for critical and senior roles across the organisation.
260	Disciplinary Action Workflow	Log disciplinary incidents formally; route through HR and legal review with documented resolution steps and closure.
261	Labour Law Compliance Alerts	Flag HR transactions that risk breaching configured compliance thresholds — overtime caps, mandatory leave minimums.
262	Shift Allowance Configuration	Define shift-specific allowances — night shift differential, hazard pay — auto-applied based on the assigned shift type.
263	Employee Referral Programme	Track internal referrals; auto-award referral bonuses when a referred candidate is successfully hired and confirmed.
264	Payslip Password Protection	Generate password-protected salary slip PDFs with the employee's date of birth or ID number as the access key.
265	Variable Pay Configuration	Define KPI-linked variable pay components that are calculated differently each period based on performance results.
266	Shift Swap Approval Workflow	Employees request shift swaps; system routes to line manager for approval with schedule impact validation.
267	Employee Birthday & Anniversary Alerts	Automated HR notifications for employee birthdays and work anniversaries for engagement and recognition.
268	Headcount Budget vs. Actual	Track approved headcount budget per department against actual filled and open positions in real time.
269	HR Compliance Document Tracker	Maintain a register of employee compliance documents — visas, permits, medical certificates — with expiry reminders.
270	Time-Off in Lieu (TOIL) Tracking	Record overtime worked as TOIL credits; track balance and allow employees to redeem TOIL as compensatory leave.
271	International Assignment Management	Track employees on cross-border assignments with host-country payroll, allowances, and tax equalisation records.

No matching features & functions in this module.

◍

Projects & Tasks

Delivery Management, Timesheets & Profitability

35features

#	Feature & Function	Description
272	Project Creation & Configuration	Create projects with customer linkage, billing type, total budget, timeline, and team member role assignments.
273	Project Templates	Reusable project templates with pre-defined task lists, milestones, and role assignments for rapid project kick-off.
274	Task Management & Assignment	Create tasks within projects; assign owners, set priority, deadlines, dependencies, and expected hours.
275	Sub-Task Hierarchies	Nest sub-tasks under parent tasks to decompose complex deliverables into individually trackable work packages.
276	Task Dependencies	Define predecessor relationships between tasks; schedule auto-adjusts downstream dates when predecessors slip.
277	Kanban Board View	Drag-and-drop task board across configurable workflow columns for visual task status management.
278	Gantt Chart View	Interactive project Gantt for timeline visualisation, dependency arrows, critical path, and milestone markers.
279	Timesheet Entry	Employees log time against tasks and projects; timesheets flow directly into billing and payroll processing.
280	Timesheet Approval Workflow	Manager reviews and approves submitted timesheets before hours are billed to a customer or included in payroll.
281	Billable vs. Internal Hours	Flag time as billable or non-billable; system includes only approved billable entries in sales invoices.
282	Project Billing from Timesheets	Generate customer invoices directly from approved billable timesheet entries in a single automated step.
283	Project Budget Tracking	Monitor planned versus actual cost and revenue per project with real-time budget utilisation percentage indicators.
284	Project Profitability Report	Compare revenue billed, cost of labour, and purchased materials for each project's gross margin analysis.
285	Milestone Tracking	Define and track named project milestones with completion dates and linked task group summaries.
286	Issue & Bug Tracking	Log project issues or defects; assign, prioritise, and track resolution status within the project record.
287	Project Material Requests	Raise material requests directly from a project; link stock consumption costs to the project automatically.
288	Customer Project Portal	Customers view live project progress, open issues, and milestone completion via a branded self-service portal.
289	Resource Utilisation Report	View planned versus actual hours per team member across all active projects for workload capacity management.
290	Project Dashboard	Executive-level summary of all active projects: status indicator, budget consumed, pending tasks, and billing status.
291	Time & Material Billing	Bill customers based on actual logged hours multiplied by configured hourly billing rates per employee role.
292	Project Analytics & Reports	Completion rate, overdue tasks, hours by team member, cost variance, and revenue-at-risk reports per project.
293	Agile Sprint Support	Define sprints, assign tasks to sprint cycles, and track velocity, story points, and backlog burn-down.
294	Project Costing Integration	Purchase orders and expense claims raised under a project automatically contribute to the project cost ledger.
295	Project Document Management	Attach, version, and retrieve all project-related documents and contracts within the project record.
296	Multi-Project Portfolio View	Consolidated overview of all projects with RAG health status, budget health, and key timeline indicators.
297	Revenue Recognition on Projects	Recognise project revenue progressively on percentage completion or on specific billing milestone events.
298	Project Change Order Management	Formally capture, price, approve, and track scope changes with full impact on project budget and schedule.
299	Project Work Breakdown Structure	Build a hierarchical WBS linking high-level deliverables to tasks, sub-tasks, and resource plans in a tree view.
300	Client Approval Gates	Define milestone checkpoints requiring formal written client sign-off before work on the next phase can begin.
301	Project Contract Value Tracking	Record the contracted project value; track billed-to-date, unbilled completed work, and remaining contract value.
302	Project Expense Claim Integration	Expense claims submitted under a project code automatically feed into the project's actual cost report.
303	Sub-Contractor Time Tracking	Log sub-contractor hours against project tasks; include in billing and cost analysis alongside internal hours.
304	Project Correspondence Log	Record all external emails, letters, and meeting minutes against the project for contract and legal audit purposes.
305	Project Risk Heat Map	Plot all logged project risks on a probability-versus-impact heat map for visual risk prioritisation.
306	Project Closure Report	Generate a structured project closure report summarising scope delivered, budget consumed, and lessons learned.

No matching features & functions in this module.

◎

Asset Management

Lifecycle, Depreciation & Maintenance

29features

#	Feature & Function	Description
307	Asset Register	Centralised register of all fixed assets: description, location, custodian, purchase value, status, and category.
308	Asset Category & Depreciation Config	Define depreciation method (SLM, WDV, Double Declining), useful life, and salvage value per asset category.
309	Automatic Depreciation Scheduling	System generates a full depreciation schedule on asset creation and posts journal entries on each period close.
310	Asset Purchase & Capitalisation	Raise a purchase invoice; flag items for capitalisation; system creates the asset record and schedule automatically.
311	Asset Transfer	Formally transfer an asset between locations, departments, or custodians with a full transfer log and approval.
312	Asset Disposal & Write-Off	Process asset sale or write-off; system calculates gain/loss on disposal and posts to the correct ledger accounts.
313	Asset Scrapping	Record scrapping of end-of-life assets; system clears the net book value and posts the loss to the scrap account.
314	Asset Repair & Maintenance Log	Log all repair events with cost, downtime duration, and technician details linked to the specific asset record.
315	Preventive Maintenance Scheduling	Configure recurring maintenance tasks per asset; system auto-raises maintenance work orders on the defined schedule.
316	Asset Physical Verification	Periodic physical audit workflow: scan assets, confirm location and condition, and flag missing or misplaced assets.
317	Asset Insurance Tracking	Store insurance policy numbers, insurer contacts, renewal dates, and insured values per asset with expiry alerts.
318	Finance Lease Tracking (IFRS 16)	Track leased assets with payment schedules, right-of-use values, and lease liability accounting per IFRS 16.
319	Asset Reports	Full asset schedule, depreciation ledger, net book value report, and asset movement summary for audit and tax filing.
320	Capital Work-In-Progress (CWIP)	Track all expenditure on assets under construction; transfer accumulated cost to fixed assets on completion.
321	Asset Warranty Tracking	Record warranty terms, supplier contacts, and expiry dates per asset; alert maintenance team before warranty lapses.
322	Asset Tag / QR Code Integration	Generate printable asset tags with QR codes for rapid mobile scanning during audits, transfers, and verifications.
323	Maintenance Team Management	Define maintenance teams with skills and shift availability; assign work orders to the most qualified technician.
324	Asset Utilisation Tracking	Log operating hours or usage units per asset to trigger usage-based preventive maintenance intervals accurately.
325	Asset Valuation Report	Current net book value, accumulated depreciation, and remaining useful life for every asset in the full register.
326	Capital Expenditure Budget	Define annual capex budget by asset category; validate new asset purchases against available approved budget.
327	Asset Revaluation	Revalue specific assets to fair market value for regulatory or financial reporting with automatic GL adjustment posting.
328	Depreciation Catch-Up Run	Process all missed depreciation entries for back-periods in a single batch run without manual journal preparation.
329	Asset Grouping for Tax Depreciation	Group assets into tax depreciation blocks with accelerated rates separate from the accounting book depreciation.
330	Right-of-Use Asset – IFRS 16	Capitalise operating leases as ROU assets with amortisation schedule and lease liability journal entries per IFRS 16.
331	Asset Component Tracking	Track major components of a complex asset separately for individual maintenance schedules and replacement costs.
332	Asset Condition Rating	Record periodic condition assessments for each asset with a standardised rating scale and inspector comments.
333	Asset Lease vs. Buy Analysis	Compare total cost of ownership for leasing versus purchasing an asset using built-in NPV calculation inputs.
334	Insurance Claim Management	Log insurance claims for damaged or stolen assets; track claim status and settlement amounts against asset records.
335	Energy Consumption Tracking	Record utility consumption per asset or workstation to support environmental reporting and energy efficiency analysis.

No matching features & functions in this module.

✦

Quality Management

Inspections, Non-Conformance, CAPA & Compliance

31features

#	Feature & Function	Description
336	Quality Inspection on Goods Receipt	Mandatory inspection gate before purchased items are accepted into the warehouse and credited to the stock ledger.
337	Quality Inspection on Delivery	Inspection checkpoint on outbound deliveries ensuring standards are met before goods leave the warehouse.
338	Quality Inspection on Production	In-process and final inspection checkpoints on work orders before finished goods are transferred to finished store.
339	Inspection Template Configuration	Define reusable inspection checklists with parameters, measurement types, and acceptance/rejection criteria.
340	Accept / Reject / Re-Work Disposition	Record inspection outcome; system blocks, accepts, or routes rejected stock for rework or return to supplier.
341	Non-Conformance Report (NCR)	Formal NCR raised on any quality failure; assigned owner, due date, and structured root-cause investigation.
342	Corrective & Preventive Action (CAPA)	CAPA workflow: root cause, action plan, responsible owner, verification of effectiveness, and formal close-out.
343	Supplier Quality Management	Track supplier defect rates; link quality failures back to specific supplier batches for performance scorecarding.
344	Customer Complaint Management	Log customer quality complaints; link to NCRs and CAPAs; track resolution timeline and customer communication.
345	Quality Goal Setting	Define measurable quality KPIs per process or department; track actuals versus targets on the quality dashboard.
346	Quality Procedure Document Control	Attach and version-control quality SOPs, work instructions, and drawings per item and inspection template.
347	Batch Quality Traceability	Trace any quality issue back to the specific batch, production order, raw material lot, and original supplier.
348	Quality Analytics Dashboard	Defect rate trends, top failure modes, supplier quality PPM, and CAPA closure rate KPIs in one view.
349	ISO Compliance Audit Trails	Immutable records of all inspection results, NCRs, and CAPA actions formatted to support ISO 9001 audit reviews.
350	Certificate of Analysis (CoA)	Generate a printed quality certificate for any finished goods batch including all inspection parameter results.
351	Statistical Process Control (SPC)	Monitor process parameters with control charts; alert when readings approach or breach statistically derived limits.
352	First Article Inspection (FAI)	Document and formally approve first-article production samples before authorising the full production run.
353	Gauge & Measuring Equipment Calibration	Register instruments with calibration schedules; block use of overdue instruments on inspection records.
354	Supplier Deviation Permit	Issue time-limited waivers for non-conforming supplier material accepted for production under a formal written permit.
355	Recall & Field Return Tracking	Trace distributed batches across customers using serial/batch records for structured product recall management.
356	Document Version Management	Version-control all quality documents — specifications, drawings, SOPs — with approval workflow before release.
357	Quality Cost of Poor Quality (COPQ)	Quantify internal failure, external failure, appraisal, and prevention costs for management quality cost reporting.
358	Complaint-to-Resolution SLA Tracking	Define resolution time targets for customer complaints; auto-escalate NCRs that exceed the defined response SLA.
359	Environmental & Health Safety (EHS) Log	Log EHS incidents with investigation details, corrective actions, and regulatory reporting linkage.
360	Quality Metrics KPI Dashboard	First-pass yield, defect density, COPQ, supplier PPM, and CAPA on-time closure rate on one executive screen.
361	Incoming Product Release Workflow	Formal quality release approval required before GRN stock is available for production or outbound sales orders.
362	Measurement Gauge R&R Study	Record repeatability and reproducibility study results for measuring instruments used in quality inspection.
363	Customer Return Failure Analysis	Structured failure analysis workflow for every customer-returned product with root cause and disposition tracking.
364	Quality Improvement Project Tracker	Log and track continuous improvement initiatives using DMAIC or Kaizen frameworks linked to quality KPIs.
365	Regulatory Submission Tracker	Manage submissions to regulatory bodies with document lists, submission dates, and approval status tracking.
366	Product Specification Management	Maintain approved product specifications with version control; link specifications to inspection templates and BOMs.

No matching features & functions in this module.

◐

Learning Management (LMS)

Courses, Content, Assessments & Certifications

45features

#	Feature & Function	Description
367	Course Creation & Publishing	Create structured online courses with chapters, lessons, and rich media content — published to learners with one click.
368	Lesson Content Builder	Build lessons using text, images, embedded videos, PDFs, and code blocks within an intuitive lesson editor.
369	Video Lesson Support	Upload or embed video lessons; system tracks individual learner watch progress and completion status.
370	Course Chapter & Module Structure	Organise course content into chapters and modules with configurable sequencing and prerequisites.
371	Course Enrolment Management	Enrol individual learners or entire employee groups into courses with manual, automated, or self-enrolment options.
372	Learning Path Definition	Chain multiple courses into a structured learning path with sequential or flexible progression rules.
373	Course Preview & Free Lessons	Configure specific lessons as free previews to attract new learners before requiring full enrolment.
374	Quiz & Assessment Builder	Create quizzes with multiple-choice, true/false, and text-answer question types with configurable scoring rules.
375	Question Bank Management	Maintain a central question bank; randomise quiz questions per learner attempt to prevent answer sharing.
376	Timed Assessments	Set time limits on quizzes and exams; system auto-submits when the allowed time expires.
377	Passing Score & Retry Configuration	Define minimum passing scores per quiz; configure maximum retry attempts and cooling-off periods between attempts.
378	Certificate Generation & Issuance	Auto-generate branded completion certificates with learner name, course title, completion date, and unique code.
379	Learner Progress Tracking	Track per-learner completion percentage, time spent, last activity date, and lesson-level progress in real time.
380	Course Completion Badges	Award digital achievement badges on course or learning path completion for learner motivation and gamification.
381	Discussion Forum per Course	Threaded Q&A discussion forum per course for peer learning and instructor-moderated knowledge exchange.
382	Instructor Assignment	Assign one or more instructors to each course; instructors moderate discussions, grade assignments, and track attendance.
383	Live Session Scheduling	Schedule instructor-led live sessions linked to a course with calendar invites and video conferencing integration.
384	Assignment Submission & Grading	Learners submit written or file-based assignments; instructors grade with rubric scoring and written feedback.
385	Learner Dashboard	Personal learning dashboard showing enrolled courses, progress bars, upcoming deadlines, and earned certificates.
386	Instructor Dashboard	Instructor view of all assigned courses: enrolment numbers, average completion rate, quiz scores, and learner queries.
387	LMS Admin Analytics Dashboard	Platform-wide analytics: total enrolments, completion rates by course, most active learners, and course ratings.
388	Course Rating & Review	Learners rate and review completed courses; ratings surface on course catalogue for quality transparency.
389	Course Catalogue & Discovery	Searchable, filterable course catalogue with categories, difficulty levels, duration, and instructor profiles.
390	Cohort-Based Learning	Group learners into cohorts that progress through a course together with shared timelines and group discussions.
391	Self-Paced vs. Instructor-Led Modes	Configure each course as fully self-paced or instructor-led with fixed start and end dates per enrolment cohort.
392	Mandatory Training Compliance Tracking	Mark courses as mandatory; track and report which employees have completed required compliance training.
393	Pre-Requisite Course Enforcement	Lock a course until the learner has completed all defined prerequisite courses at the required passing score.
394	Content Import (SCORM / xAPI ready)	Import SCORM or xAPI packaged content from third-party authoring tools for blended content strategies.
395	Multi-Language Course Support	Publish course content in multiple languages; learners select their preferred language for the learning experience.
396	Mobile-Responsive LMS Interface	Full LMS functionality on smartphones and tablets; learners complete courses from any device at any time.
397	Notification & Reminder Engine	Auto-send enrolment confirmations, progress nudges, deadline reminders, and certificate issuance notifications.
398	Integration with HR Employee Records	LMS enrolments and completion records sync to the employee HR profile for compliance and competency tracking.
399	External Learner & Partner Enrolment	Invite external partners, customers, or vendors to enrol in selected courses through a controlled access portal.
400	Course Bundle & Subscription Pricing	Group courses into bundles or subscription plans for internal charge-back or external revenue generation.
401	Live Quiz & Poll in Sessions	Conduct real-time polls and quizzes during live sessions with instant results visible to instructor and learners.
402	Blended Learning Programme	Combine self-paced online modules with scheduled instructor-led sessions in a single coherent learning programme.
403	Learning Analytics & Engagement Reports	Track time-on-platform, module completion rates, assessment scores, and learner engagement trends over time.
404	Gamification & Leaderboard	Award points for course completions, quiz scores, and peer contributions; display a department or team leaderboard.
405	Course Waitlist Management	When a cohort is full, automatically add applicants to a waitlist and notify them when a place becomes available.
406	Peer Review & Grading	Configure peer-reviewed assignments where learners assess each other's work using a structured rubric.
407	Multimedia Resource Library	Maintain a centralised library of videos, documents, and links available to instructors when building course content.
408	Learning Needs Analysis (LNA)	Structured tool for managers to identify and document team skill gaps and submit learning needs to HR for programme design.
409	Compliance Renewal Reminders	Auto-notify employees when a mandatory compliance course is due for renewal based on the certificate expiry date.
410	White-Label LMS Portal	Configure custom branding — logo, colours, domain — for the LMS portal for external partner or client academies.
411	SCORM / xAPI Progress Sync	Sync completion status, score, and progress from embedded SCORM or xAPI packages back to the learner's profile.

No matching features & functions in this module.

◑

Education Module

Academic Institute ERP — Admissions, Fees, Timetables & Results

50features

#	Feature & Function	Description
412	Student Admission Portal	Create custom online admission forms; applicants submit details and the system creates student records automatically.
413	Admission Programme Configuration	Define admission programmes with eligibility criteria, intake capacity, and academic year linkage.
414	Batch Admission (Bulk Enrolment)	Admit multiple students into a programme simultaneously with a single bulk upload or selection action.
415	Student Master Record	Centralised student profile: personal details, guardians, academic history, enrolled programme, and contact information.
416	Programme & Course Management	Create, update, and manage academic programmes and individual courses with credit hours and prerequisites.
417	Course Enrolment Management	Enrol students into specific courses within their programme; manage maximum class size and waitlisting.
418	Student Group / Batch Management	Divide enrolled students into groups or batches for class scheduling, attendance, and assessment management.
419	Student Batch Transfer	Transfer a student from one batch, group, or academic year to another with history preserved on the student record.
420	Instructor Master Record	Maintain instructor profiles with qualifications, department assignment, and teaching load across courses.
421	Instructor Course Assignment	Assign one or more instructors to a course or student batch for a defined academic term.
422	Course Timetable Scheduling	Define the day, time, duration, venue, and academic term for each course session in a structured timetable.
423	Timetable Conflict Detection	System flags room, instructor, or student group scheduling conflicts before a timetable is confirmed.
424	Course Reschedule Management	Reschedule individual course sessions with automated student and instructor notifications sent from the system.
425	Student Attendance Tool	Mark attendance per course session across an entire student group with a single-screen bulk attendance entry.
426	Attendance Analytics & Reporting	View attendance percentage per student per course; flag students below the minimum attendance threshold.
427	Student Leave Application	Students apply for leave from the student portal; system records the absence and adjusts attendance records.
428	Fee Structure Configuration	Create flexible fee structures for different academic years, programmes, and course types with configurable components.
429	Fee Schedule Definition	Define payment schedules: monthly, quarterly, term-wise, or annual — configured per programme or student group.
430	Fee Discount Management	Define and apply scholarship discounts, sibling discounts, or merit-based fee reductions to individual students.
431	Bulk Fee Assignment	Assign a defined fee structure to an entire student group or programme in a single bulk operation.
432	Fee Invoice Generation	Generate and dispatch individual fee invoices to students based on the configured fee structure and schedule.
433	Online Fee Payment (Razorpay)	Students make fee payments directly from the student portal via the built-in Razorpay payment gateway integration.
434	Fee Payment Tracking	Track payment status per student per fee component with real-time outstanding, partial, and paid status indicators.
435	Fee Receipt Generation	Auto-generate printable or emailable fee receipts on payment confirmation for student and institute records.
436	Fee Defaulter Report	Identify students with overdue fee instalments; generate defaulter lists for finance and academic office follow-up.
437	Accounting Integration for Fees	Fee payments post directly to the Prospera ERP accounting module, updating GL, receivables, and student ledger automatically.
438	Assessment Planning	Plan exam schedules by date, time, venue, academic year, programme, and course — all in one assessment form.
439	Grading Scale Configuration	Configure custom grading criteria: define grade names, minimum marks, GPA points, and remarks per grade scale.
440	Student Result Entry	Enter student marks after exams; system auto-assigns the corresponding grade based on the configured grading scale.
441	Automated Grade Award	System assigns grades automatically from entered scores based on the active grading scale — no manual grade mapping.
442	Student Result Publication	Release exam results to students via the student portal with one-click; students view grades immediately on publication.
443	Student Promotion & Year Progression	Promote students to the next class, semester, or academic year based on result criteria through a structured batch action.
444	Academic Year & Term Management	Define academic years and sub-terms; link all courses, timetables, assessments, and fees to the correct academic period.
445	Student Portal	Students log in to view enrolled courses, timetables, attendance records, grades, fee status, and make payments.
446	Guardian / Parent Portal Access	Grant guardians read-only access to view their child's attendance, grades, fee status, and academic progress.
447	Student ID Card Generation	Auto-generate printable student ID cards with photo, student number, programme, and academic year from the system.
448	Certificate & Transcript Generation	Generate official academic transcripts and completion certificates formatted to the institution's approved template.
449	Student Feedback on Courses	Collect end-of-term student feedback on courses and instructors; analyse results for academic quality improvement.
450	Non-Academic Activity Management	Record student participation in sports, clubs, and extracurricular activities linked to the student profile.
451	Education Analytics Dashboard	Enrolment numbers, attendance rates, pass/fail ratios, fee collection performance, and defaulter counts in one view.
452	Multi-Campus Management	Manage multiple campuses or branches from a single Education instance with campus-level reporting and administration.
453	Scholarship & Financial Aid Management	Define scholarship funds, eligibility criteria, and award amounts; track utilisation and impact on fee revenue.
454	Library Management Integration	Link library book loans and returns to student profiles; track overdue items and fines from within Education.
455	Transport Route Management	Assign students to school bus routes; track route details, driver assignments, and transport fee charging.
456	Parent-Teacher Meeting Scheduler	Schedule and manage parent-teacher conferences with automated parent notifications and slot booking via the portal.
457	Hostel & Accommodation Management	Assign students to hostel rooms; manage occupancy, room fees, and maintenance requests from within the system.
458	Extracurricular Activity Enrolment	Students enrol in clubs, sports, and activities via the portal; system tracks participation and associated fees.
459	Academic Calendar Management	Define and publish the academic calendar — holidays, exam periods, term start/end dates — visible to all stakeholders.
460	Learning Outcome Mapping	Map each course's learning outcomes to programme-level and institutional-level competency frameworks.
461	Alumni Management	Maintain alumni profiles post-graduation; manage alumni communications, events, and giving campaigns.

No matching features & functions in this module.

◆

Frappe Platform & Customisation

Framework, Automation, Integration & Developer Tools

44features

#	Feature & Function	Description
462	DocType Builder (No-Code Form Design)	Drag-and-drop creation of custom forms, fields, and data objects — no coding required for standard business customisations.
463	Custom Field Builder	Add unlimited custom fields to any standard DocType without touching core code; fields are instantly API-accessible.
464	Form & Print Format Designer	Drag-and-drop print format designer to create branded invoice, purchase order, delivery note, and report layouts.
465	Workflow Builder	Visual multi-step approval workflow designer with conditional state transitions and automatic email notifications.
466	Notification Engine	Configure in-app, email, WhatsApp, or Slack notifications triggered by any document event or scheduled time.
467	Server Script (Python)	Write Python server-side scripts that execute on document events or scheduled cron intervals without deployment.
468	Client Script (JavaScript)	Add interactive front-end logic to any form — field validation, conditional display, and auto-fill behaviours.
469	Report Builder	Query-based, script-based, and pivot summary report builder with charts, filters, and scheduled email distribution.
470	Dashboard Builder	Build role-specific analytical dashboards from any data source using chart widgets, number cards, and shortcuts.
471	Custom App Development	Build entirely new applications on the Frappe Framework and deploy them alongside Prospera ERP on the same instance.
472	REST API (Full Platform Exposure)	Every DocType, report, and method is accessible via a fully documented REST API for external integrations.
473	Webhook Support	Trigger outbound HTTP webhooks on any document event for real-time push integration with external systems.
474	File Manager & Document Attachments	Attach unlimited files to any record; manage a central document library with folder organisation and search.
475	Role & Permission Management	Granular permission control — read, write, create, delete, submit, cancel, amend — down to individual field level.
476	User Group Management	Organise users into groups; apply batch permissions and notification subscription settings at the group level.
477	Single Sign-On (SSO / SAML / OAuth)	Enterprise SSO via SAML 2.0 or OAuth 2.0 providers including Microsoft Azure AD and Google Workspace.
478	Two-Factor Authentication (2FA)	TOTP-based 2FA enforced at login for all or selected user roles to meet enterprise security requirements.
479	Data Import Tool	Bulk import any DocType from CSV or Excel with field mapping, validation, and detailed error reporting.
480	Data Export & Report Download	Export any list view, report, or query result to CSV, Excel, or PDF with a single click.
481	Multi-Language UI	Full UI translations available for 100+ languages; each user selects their preferred language independently.
482	Multi-Currency & Multi-Company	Operate multiple legal entities and transaction currencies from one instance with separate books per company.
483	Frappe Cloud Hosting	Managed cloud hosting with automated Prospera ERP upgrades, daily backups, monitoring, and SSL — zero server overhead.
484	Self-Hosted / On-Premise Deployment	Deploy on your own servers or private cloud; full source code access and no vendor lock-in of any kind.
485	Scheduled Jobs & Automation	Define recurring automated tasks — stock checks, report emails, reminder alerts — on any frequency or schedule.
486	Audit Log & System Console	Complete tamper-proof audit log of all user actions; developer console for live query execution and debug access.
487	Low-Code Form Builder	Design and deploy custom business forms on the Frappe framework with an intuitive drag-and-drop builder interface.
488	Frappe Insights (BI & Analytics)	Built-in business intelligence tool for creating interactive dashboards and ad-hoc reports from any connected data source.
489	Frappe Builder (Website CMS)	Visual, no-code website and landing page builder integrated natively with the Prospera ERP data model for content-driven pages.
490	Data Versioning & Record History	Track every change to every field value on every document with user identity and timestamp for full change history.
491	Background Job Scheduler	Run long processes — bulk imports, batch payroll, report generation — as non-blocking background jobs without timeout.
492	Email Domain Configuration	Configure company email domains for sending and receiving all ERP transactional communications from within the platform.
493	Integrated Chat & @Mention Notifications	Built-in messaging and @mention system for team collaboration directly on any document in real time.
494	Mobile-First Responsive Interface	Full Prospera ERP interface optimised for tablets and smartphones; all modules usable on modern iOS and Android browsers.
495	API Key & Token Management	Generate and manage API keys and bearer tokens for secure programmatic access to the REST API.
496	IP Restriction & Whitelist	Restrict Prospera ERP access to approved IP address ranges to enforce enterprise network security and access policies.
497	Frappe Gameplan Integration	Native team collaboration tool: projects, todos, updates, and discussions integrated alongside ERP workflows.
498	Frappe Drive Integration	Secure cloud file storage and document sharing integrated with Prospera ERP records and team collaboration.
499	Frappe Wiki Integration	Internal knowledge base and documentation wiki linked to ERP processes and standard operating procedures.
500	Third-Party App Marketplace	Install community and partner apps from the Frappe Marketplace to extend Prospera ERP without custom development.
501	Custom Workspace / Module Layout	Each user can rearrange their workspace, pin frequently used documents, and configure module shortcuts.
502	Comprehensive Logging & Monitoring	System-level logs track performance, error rates, slow queries, and background job execution for proactive ops management.
503	Frappe Lending Integration	Built-in lending application for financial institutions managing loans, repayments, and interest within Frappe.
504	Developer Mode & Debug Console	Developer mode exposes all internal APIs, scripts, and DocType metadata; debug console for live query testing.
505	Multi-Tenant SaaS Deployment	Deploy Prospera ERP as a multi-tenant SaaS platform serving multiple customers from a single Frappe bench installation.

No matching features & functions in this module.

◷

Calendar, ToDo & Tasks

Scheduling, Personal Tasks & Unified Work Management

47features

#	Feature & Function	Description
506	Personal & Shared Calendar	Each user has a personal calendar and can subscribe to shared team or department calendars — all in one unified view.
507	Event Creation & Scheduling	Create calendar events with title, description, start/end time, location, and recurrence rules in seconds.
508	Recurring Event Rules	Define daily, weekly, monthly, or custom recurrence patterns; system generates all instances automatically.
509	Colour-Coded Event Categories	Assign colour tags to event categories — meetings, deadlines, follow-ups — for instant visual calendar context.
510	All-Day & Multi-Day Events	Schedule all-day events, multi-day blocks, and public holidays on the calendar with visual span indicators.
511	Calendar Event Invitations	Invite colleagues to events directly from the calendar; invitees receive in-app and email notifications.
512	Attendee RSVP Tracking	Track accepted, declined, and pending responses from all invited attendees on each calendar event.
513	Day / Week / Month / Agenda Views	Switch between day, week, month, and agenda list views; jump to any date with a single click.
514	Calendar Sync with Google & Outlook	Bi-directional sync with Google Calendar and Microsoft Outlook keeps all events consistent across platforms.
515	CRM Activity Calendar	All CRM calls, meetings, and follow-up tasks surfaced on the calendar for a complete view of the sales day.
516	HR Leave Calendar	Approved employee leaves displayed on the team calendar so managers see availability at a glance.
517	Project Milestone Calendar	Project milestones and task deadlines pulled into the calendar to visualise delivery schedules.
518	Resource Booking Calendar	Book shared resources — meeting rooms, equipment, vehicles — through the calendar with conflict prevention.
519	Meeting Room Availability View	Visual availability grid for all configured meeting rooms; reserve a slot without leaving the calendar.
520	Calendar Reminders & Alerts	Set email and in-app reminders at configurable intervals before any calendar event.
521	Task Due-Date Calendar Overlay	Overlay task due dates from Projects and ToDo onto the calendar for a unified daily workload view.
522	Export Calendar to ICS Format	Export any calendar or individual events as an ICS file for import into third-party calendar applications.
523	Public Holiday Configuration	Define and manage public holiday calendars per country or region; auto-block working days in HR and Projects.
524	Calendar-Linked Document Shortcuts	Attach a link to a sales order, project, or invoice directly on a calendar event for single-click access.
525	Team Calendar Overlay	View multiple team members' calendars overlaid to identify free slots for group scheduling.
526	ToDo Creation from Calendar	Convert any calendar event or reminder into a linked ToDo task with a single action.
527	Deadline Countdown Indicators	Events approaching their due date display visual urgency indicators on the calendar tile.
528	ToDo List – Personal Task Manager	Central personal task list where every user captures, organises, and tracks their own action items.
529	ToDo Quick Create	Create a new ToDo from any screen in the platform with a single keyboard shortcut or toolbar button.
530	ToDo Priority Levels	Mark ToDo items as Low, Medium, High, or Urgent to sort and surface the most critical items first.
531	ToDo Due Date & Time	Assign a due date and specific time to any ToDo item; overdue tasks are flagged automatically in red.
532	ToDo Recurrence	Set ToDo items to recur on a schedule — daily standups, weekly reports — auto-recreated on completion.
533	ToDo Categories & Tags	Organise todos by custom categories and tags for quick filtering — by project, client, or work type.
534	ToDo Completion & Archive	Mark todos as done with a single click; archived completed items remain searchable for reference.
535	ToDo-to-Task Conversion	Promote a personal ToDo into a full project task with assignment, dependency, and timesheet tracking.
536	ToDo Assignment to Others	Assign a ToDo item to a colleague; assignee receives an in-app notification and it appears in their list.
537	Linked Document Reference	Attach any platform document — invoice, quote, lead — to a ToDo for immediate navigation context.
538	ToDo Comment Thread	Add comments and progress notes to any ToDo; colleagues can collaborate inline without email.
539	ToDo Bulk Actions	Select multiple todos and mark complete, reassign, reprioritise, or delete them in a single bulk action.
540	ToDo Dashboard & My Day View	'My Day' summary view shows today's scheduled todos, overdue items, and upcoming deadlines at login.
541	Shared Team ToDo Board	Team-level Kanban board showing all open todos assigned to team members for shared visibility.
542	ToDo Reminder Notifications	Receive in-app, email, or mobile push reminders before a ToDo item's due date and time.
543	Task Checklist within ToDo	Add a sub-checklist to any ToDo; track granular steps within a single action item.
544	Integrated Tasks Across All Modules	Tasks created from CRM leads, support tickets, or project milestones all surface in the unified task feed.
545	Task Assignment & Ownership	Every task has a single clear owner; reassignment logs a full history of ownership changes.
546	Task Status Workflow	Configure task status flows — Open → In Progress → Pending Review → Closed — per team or module.
547	Task Dependency Management	Define task predecessors; system warns or blocks starting a task until its dependencies are cleared.
548	Task Time Logging	Log time directly on any task; hours roll up to project timesheets and billing automatically.
549	Task Attachment Support	Attach files, images, and documents directly to individual tasks for full in-context reference.
550	Task Activity Timeline	Full audit trail on every task: status changes, reassignments, comments, and attachments in chronological order.
551	Task Filter & Search	Filter tasks by status, owner, priority, due date, project, or keyword for rapid triage across any workload.
552	Overdue Task Escalation	Configurable rules to auto-escalate overdue tasks to a manager or send a reminder notification on threshold breach.

No matching features & functions in this module.