Palm Packaging · Operations

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Palm Packaging

Operations Platform

Overview

🏠 Dashboard 📈 KPI & Analytics 📜 Audit Trail

Master Data

🧱 Items (RM) 🎁 Products (FG) 👥 Customers 🏬 Warehouses 🏛️ Departments ⚙️ Machines 👥 Employees

Human Resources HR

🧑‍💼 People 🪪 Onboarding 📄 Contracts 🌴 Leave 📆 Leave Calendar 🙋 My Profile 📊 HR Insights

Procurement P2P

🏭 Suppliers Step 1 📋 Requisitions Step 2 🛍️ Purchase Orders Step 3 📥 Goods Received Step 4 🧾 Supplier Invoices Step 5 ✅ 3-Way Match Step 6 💳 Supplier Payments Step 7 🌍 Import POs Import 🚢 Shipment Tracker Live

Sales & CRM FLOW

📈 CRM · Overview 🤝 CRM · Leads Step 1 📊 CRM · Pipeline 🏢 CRM · Accounts 👥 CRM · Contacts ✅ CRM · Activities 🎫 CRM · Cases 📈 CRM · Reports 📣 CRM · Marketing 💬 Quotes Step 2 🛒 Sales Orders Step 3 📈 Demand Planning Step 4 🚚 Fulfilment Step 5 🧾 Customer Invoices Step 6 💵 Customer Receipts Step 7

Operations · Finance FIN

💰 Finance v1.6

Production core CORE

🧭 Production Flow Start here 🪨 Raw Material Intake Step 1 📤 Issue to Factory Step 2 🧬 BOM & Allocation Step 3 🔁 Phase Templates v1.1 🏗️ Production Batches Step 4 · CORE 🔧 WIP Tracking Step 5 📝 Tally & Sign-off Step 6 🔍 QC Inspection Step 7 📦 Finished Goods Step 8 📅 Plan (daily) 📅 Plan (weekly) 🟢 Live Floor LIVE 📊 Scoreboard 📝 Record output 📄 Paper (Monthly) 📄 Paper (Daily)

Sales & Dispatch

🚛 Dispatch Hub Step 9 🛒 Sales Orders

Inventory & Analytics

📚 Inventory · RM/WIP/FG 📦 Warehouse 🎞️ Reel Tracking 🏦 Stock Valuation Costing 📷 Barcode Scan 📄 Documents · All Records 📂 Document Center All steps 📚 SOP Library Process docs 💡 M365 Possibilities Proposal 💹 ROI Calculator Live 📊 FG Snapshots 📊 RM Snapshots 🗓️ Scheduled Reports Sprint 2 📑 Report Builder Phase 2 ♻️ Yield & Wastage

Manufacturing Execution MES

⚡ Shop-Floor Terminal LIVE 📈 OEE & Reliability Wave 1 🏭 Work Centres

Maintenance EAM

📊 Maintenance Dashboard EAM 🏭 Equipment Master 🧰 Work Orders Lifecycle 🗓️ PM Schedules ⚠️ Machine Breakdowns 🔧 Workshop Repairs 📉 Downtime Analytics

Labour

👷 Labour Map 👷 Spare Pool

Admin

🔐 Users ✅ Approvals Inbox 🌉 Integrations Sage · Xero 📥 Admin Imports Cutover 📖 Reference Data Admin 🗺️ v2 Roadmap Proposal ⚙️ Settings

PS

Palm Packaging User

user

Quick jump Dashboard KPI RM Intake Issue to Factory Batches WIP Inventory Dispatch Live Floor Integrations Documents

Dashboard

Palm PackagingOverview

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