- Company, facility, warehouse, customer and supplier identities with responsible people.
- Representative recipes, routing, packs, labels and the revisions used by existing batches.
- Product units, fixed conversions, costing policies and approved current standards.
- Lot, expiry, best-before and opened-life records with their source evidence and applicable policies.
- Quality specifications, methods, result examples, release responsibilities and changeover or process evidence where required.
- Open stock, holds, production, purchases, orders, deliveries and financial balances, including corrections and unresolved outcomes.
Implementation
Start with a real recipe, batch and delivery, then expand from a reconciled result.
Choose a representative product and follow it from supplier receipt through production, release and customer delivery. Use the actual recipes, measurements and quality policies that your teams rely on. Implementation is priced separately from platform usage.
Implementation phases
Phase 1 · Team and ERP.ai
Agree the operating scope
Confirm companies, facilities, products, suppliers and customers. Select recipe and pack conventions, measurement units, lot identity, date policies and the quality evidence required for each decision. Assign preparation, independent review, execution and financial authority to actual people.
Phase 2 · Team and ERP.ai
Exercise a representative batch
Configure approved masters, recipes, routing, specifications, labels and cost standards. Follow receipt, material issue, actual processing, terminal output and quality release into delivery and billing. Include partial release, a date exception, an actual yield difference and a source-linked return.
Phase 3 · Team and ERP.ai
Reconcile the opening position
Map stock populations, source lots, date history, active holds, open orders and issued production work. Reconcile nonposting stock and financial detail to one opening ledger at the agreed cutoff. Preserve existing genealogy and deliveries needed for investigations, plus current carrying and partial settlement.
Phase 4 · Team and ERP.ai
Verify and enable the first scope
Test access, independent decisions, quantity conservation and financial reconciliation with the responsible teams. Run a trace and withdrawal exercise using the actual configured scope. Resolve missing evidence and uncertain outcomes, approve the opening position and train users before enabling new operational work.
Role permissionsRoles and permissions →
Review changes with production, quality, warehouse, commercial and finance owners as relevant. Preserve performed work and the policy versions used for existing lots. New measurement methods, product categories, regulatory scope or integrations need their own supported model and acceptance scenarios. Expand after reconciling the first operating results.
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Say what you need"Add a second approval above 10,000." Plain language.
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Review the branchThe change lands on a branch with the diff and a test run.
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ReleaseMerged into your workspace. Every user gets it.