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Before starting any project, planning is a crucial part and if you fail in doing so, you are in great trouble. Executing a project with appropriate planning and in the timeline is indeed an excellent work. During this process many challenges are faced such as miscommunications within the departments, costing-budgeting, losing track of the project progress, and much more. It’s better to adopt an automated project management solution rather than barring the loss.

Octabees Software offers project management functionality fulfilling the requirements of every project manager right from set-up processes and subprocesses for different project types and notification with tracking and analysis of the project along with efficiently increasing the productivity and collaboration of the entire team.

Project Planning

Project planning in OctaBees Software enables you to effectively plan for the project such as what, when, and who with an appropriate time frame. Right from task assigning to notification along with the material requirements every task is planned and tracked accordingly.

  • Load Project Plan from Master Activity/Process List, make an adjustment for the current project
  • Project Job Assignment- Activity, Timeline, and Person
  • Notification on Job Assignment to Person- Email, SMS, Mobile App Push Notification
  • Reminder on Job X days before and on same day
  • Escalation to higher authority if Job has not yet started or its delayed then actual duration
  • Setup the measurable components to which process progress can be tracked- i.e Panels, Foundation, Cable, etc
  • Create a detailed schedule of Component installation
  • Setup Material Requirements from BOM/Costing
  • Project Specific Procurement

Project Execution

This module assists you with the project material tracking until the material requisition. The person working on the field can also update the progress of the activities through a user-friendly mobile application and can smoothly execute the project planning.

  • Material Tracking for the project
  • Material Requisition and Approval
  • Material Dispatch
  • Updating Activity Status from Mobile by assigned person/site in-charge
  • Updating the daily component installation progress from Mobile by assigned person/site in-charge
  • Upload Photos, Videos, and Document for each activity
  • Record the expense – Labour, Tool Fees, Travelling, Food, Accommodation, etc.

Project Tracking & Analysis

The project tracking and analysis module permit you to keep a close eye on all the materials, resources, performance of the overall project, and individuals in the execution of the project. Effective tracking and analysis of the project help you understand more in debt the pros & cons and the risk factors involved in the project. Their daily updates benefit you for seamless project execution.

  • Scheduled Project Progress Report- Daily, Weekly, Monthly
  • Critical Path Analysis
  • Dependent Process Notification on Completion/Start
  • Track Project on Gantt-Chart
  • Project Dashboard
  • Planned Material vs Actual Material
  • Planned Time vs Actual Time
  • Planned Cost vs Actual Cost
  • Kanban Project Board-Birds eye view

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The module annual maintenance contract involves managing your customers scheduling the AMC  while creating various different types with an additional service of uploading the documents, photos, and much more.

  • Manage Your customer wise AMC
  • Schedule your AMC Schedule
  • Create Different Types of AMC
  • Assign AMC Service to Staff
  • Field Staff can Fill AMC Service Form from Mobile App
  • Upload Photos, Documents, Videos for service
  • Upcoming Service Report & more
  • AMC Reminder, Notifications and Escalation

 

It doesn’t matter whether you are a large manufacturer who regularly deals with inventories or the mid-size distributor, Inventory Management features of OctaBees Software have the best solution for your needs. This software offers a fully automated process to streamline and track all your inventory activities. With clear real-time visibility of inventory, use the information, and make the right decision at the right time of what to order and at what price. Save your time and reduce your efforts.

Inventory Product Administration

OctaBees Software enables you to perform a detailed and elaborate manner of inventory administration in the software right from product category, type of products, warranty information, and much more.

  • Setup Product Category, Variant Attributes
  • Create/Import Products
  • Configure Type of Product for sales, purchase, manufacturing
  • Track Inventory (if Inventory needs to be track)
  • Track Serial Number (If serial number needs to be captured for this type of product)
  • Warranty Information
  • Capture GST, HSN, Make, and Photos

Warehouse Management

OctaBees Software assists you in your warehouse management in a perfect execution way along with multi-level warehouses and appropriate controls.

  • Create multiple warehouses for a different location
  • Provide permission-based access to inventory transaction for the warehouse

Material Requisition

An easy material requisition process has been followed by Octabees Software to complete the request of material manufacturing processes.

  • Material Requisition for Project, Customer Order, Manufacturing Order
  • Material Requisition Approval
  • Dispatch of Material on Requisition Approval
  • Email & SMS Notification on Request, Approval, and Dispatch

Inventory Transactions

The process of receiving, dispatching, and removal of stocks without any misunderstanding a clear process is set for the respective.

  • Manually receive/dispatch stock
  • Receive/Dispatch stock against PO
  • Upload Receive/dispatch  Stock file
  • Add Serial number for received/dispatch Stock
  • Pallet wise received/dispatch Stock
  • Barcode Enabled Screen- Receive/dispatch stock using Barcode scanner
  • Receive/Dispatch stock against Invoice, Customer Order, Material Requisition
  • Remove Stock with Reason & Approval

Stock Transfer Management

Don’t jump into a messy process of transferring your stock against Manufacturing orders or else, adapt OctaBees and process it with an easy and in the right way.

  • Transfer stock against Material Requisition, Manufacturing Order
  • Upload transfer Stock file
  • Add Serial number for transferred Stock
  • Pallet wise transfer Stock
  • Barcode Enabled Screen- transfer stock using Barcode scanner
  • Immediate stock Receipt

Track with serial number

Track your inventory smoothly with the serial numbers attached.

  • Find Product from Serial number
  • Check Pending Warranty
  • Check Customer and Vendor for that product

UOM Conversion

Now, insert your Unit of measures according to your requirements.

  • Setup General UOM Conversion
  • Setup UOM Conversion for Product and variant wise

BOM

Easily create your bill of materials for the product according to the name and reduce your efforts to insert everything manually.

  • Create Master BOM with Product Name
  • Copy BOM from Other BOM to reduce efforts
  • Import BOM from excel file

It doesn’t matter whether you are a large manufacturer who regularly deals with inventories or the mid-size distributor, Inventory Management features of OctaBees Software have the best solution for your needs. This software offers a fully automated process to streamline and track all your inventory activities. With clear real-time visibility of inventory, use the information, and make the right decision at the right time of what to order and at what price. Save your time and reduce your efforts.

Inventory Product Administration

OctaBees Software enables you to perform a detailed and elaborate manner of inventory administration in the software right from product category, type of products, warranty information, and much more.

  • Setup Product Category, Variant Attributes
  • Create/Import Products
  • Configure Type of Product for sales, purchase, manufacturing
  • Track Inventory (if Inventory needs to be track)
  • Track Serial Number (If serial number needs to be captured for this type of product)
  • Warranty Information
  • Capture GST, HSN, Make, and Photos

Warehouse Management

OctaBees Software assists you in your warehouse management in a perfect execution way along with multi-level warehouses and appropriate controls.

  • Create multiple warehouses for a different location
  • Provide permission-based access to inventory transaction for the warehouse

Material Requisition

An easy material requisition process has been followed by Octabees Software to complete the request of material manufacturing processes.

  • Material Requisition for Project, Customer Order, Manufacturing Order
  • Material Requisition Approval
  • Dispatch of Material on Requisition Approval
  • Email & SMS Notification on Request, Approval, and Dispatch

Inventory Transactions

The process of receiving, dispatching, and removal of stocks without any misunderstanding a clear process is set for the respective.

  • Manually receive/dispatch stock
  • Receive/Dispatch stock against PO
  • Upload Receive/dispatch  Stock file
  • Add Serial number for received/dispatch Stock
  • Pallet wise received/dispatch Stock
  • Barcode Enabled Screen- Receive/dispatch stock using Barcode scanner
  • Receive/Dispatch stock against Invoice, Customer Order, Material Requisition
  • Remove Stock with Reason & Approval

Stock Transfer Management

Don’t jump into a messy process of transferring your stock against Manufacturing orders or else, adapt OctaBees and process it with an easy and in the right way.

  • Transfer stock against Material Requisition, Manufacturing Order
  • Upload transfer Stock file
  • Add Serial number for transferred Stock
  • Pallet wise transfer Stock
  • Barcode Enabled Screen- transfer stock using Barcode scanner
  • Immediate stock Receipt

Track with serial number

Track your inventory smoothly with the serial numbers attached.

  • Find Product from Serial number
  • Check Pending Warranty
  • Check Customer and Vendor for that product

UOM Conversion

Now, insert your Unit of measures according to your requirements.

  • Setup General UOM Conversion
  • Setup UOM Conversion for Product and variant wise

BOM

Easily create your bill of materials for the product according to the name and reduce your efforts to insert everything manually.

  • Create Master BOM with Product Name
  • Copy BOM from Other BOM to reduce efforts
  • Import BOM from excel file

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