Current - Axolt Product Roadmap

Enhancing Logistics Package with USPS and Sendle Integration

OCR

The OCR Invoice Processing module is designed to streamline the invoice

Posted on February 07, 2025

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

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

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

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

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

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

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

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

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

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

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

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Single Invoice against Multiple Orders

The Single Invoice against Multiple Orders product aims to simplify billing

Posted on January 01, 2025

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

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Interview Process

Posted on February 12, 2025

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

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

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

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

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

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On Boarding Off Boarding

Posted on February 11, 2025

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

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

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

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

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

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Schedular

The Process Scheduling System is designed to streamline and optimize process

Posted on March 03, 2025

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

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

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

Enhancement

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

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

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

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

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

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

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Salesforce Cosmo & SLDS2 Beta Adoption

Adopt Salesforce Cosmo (Salesforce’s next-gen design system) and SLDS2 Beta

Posted on March 17, 2025

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

Salesforce SLDS2 Beta Features

Modern Component Library
- Redesigned, lightweight components (buttons, grids, cards) with improved responsiveness for mobile and desktop.
- New additions: Kanban boards, Gantt charts, and dynamic data tables with built-in sorting/filtering.
Enhanced Theming & Customization
- Dark mode support with seamless theme switching.
- CSS-in-JS utility classes for faster styling without code bloat.
Accessibility-First Design
- WCAG 2.2 compliance out-of-the-box, including ARIA labels and keyboard navigation enhancements.
- Contrast-ratio optimizations for low-vision users.
Performance Improvements
- Reduced CSS bundle size (40% smaller than SLDS1) for faster page loads.
- Optimized SVG icons and adaptive image rendering.
Developer Tools
- Figma-to-Code plugins for auto-generating SLDS2-compliant UI code.
- Integration with Salesforce CLI for theme deployment.
Adaptive Layouts
- Flexbox and CSS Grid templates for complex, responsive app layouts.

Salesforce Cosmo Beta Features

AI-Driven Design Elements
- Einstein-powered UI components (e.g., smart form fields, predictive search bars).
- Dynamic content prioritization based on user behavior analytics.
Unified Design Language
- Consistent spacing, typography, and iconography across all Salesforce products.
- Design tokens for seamless cross-platform theming (web, mobile, IoT).
Advanced Interaction Patterns
- Micro-animations for smoother transitions (e.g., loading states, hover effects).
- Gesture-based navigation support for touchscreen devices.
Real-Time Collaboration
- Multi-user editing capabilities for shared dashboards and reports.
- Commenting/annotation tools embedded in UI components.
Scalable Design System
- Modular architecture for mixing Cosmo and SLDS2 components.
- Version control for design assets (Figma libraries, tokens).
Future-Ready Integrations
- Native compatibility with Salesforce Genie (real-time data visualizations).
- Support for 3D/AR components via Einstein Vision.

Key Benefits Comparison

Feature	SLDS2 Beta	Cosmo Beta
Theming	Dark mode, CSS utilities	Cross-platform tokens, AI-driven themes
Accessibility	WCAG 2.2 compliance	Context-aware ARIA roles
Performance	Faster load times	Optimized for real-time data
Innovation	New components (Gantt, Kanban)	AI/AR integrations, collaborative UI
Target Users	Admins, developers	Designers, product teams, end-users

Availability

SLDS2 Beta: Available now for Salesforce orgs via beta opt-in.
Cosmo Beta: Limited early access for Salesforce partners; general release in 2025.

Why These Features Matter

SLDS2 Beta: Ideal for teams needing backward-compatible, performance-optimized UI upgrades.
Cosmo Beta: Perfect for forward-thinking organizations building AI-native, immersive experiences.
Together: They provide a unified path from legacy UI to cutting-edge, adaptive interfaces.

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1GP to 2GP Migration for ERP, CPQ, Logistics, Manufacturing, Finance, HRMS & Booking/Scheduling

Posted on March 17, 2025

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

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

ERP & Finance: Monolithic packaging compliance workflows (e.g., revenue recognition, tax calculations) slows global financial reporting.
CPQ & Manufacturing: Tightly coupled pricing rules and production planning logic limits agility for custom configurations.
Logistics & Booking/Scheduling: Shared APIs for delivery tracking and appointment management risk namespace collisions during peak demand.
HRMS: Employee self-service portals and payroll integrations are hindered by 1GP’s rigid dependency chains, delaying compliance updates (e.g., labor laws).
Legacy Deployment Processes: Manual releases for HRMS onboarding workflows or Booking/Scheduling calendar integrations increase downtime risks.

Planned Features and Improvements

Module-Specific 2GP Packaging
- Assign isolated namespaces to HRMS (employee data governance) and Booking/Scheduling (resource allocation APIs) to prevent conflicts.
- Decouple ERP payroll integrations from HRMS benefits administration using 2GP’s dependency management.
Granular Componentization
- Split monolithic packages into modular 2GP bundles:
  - HRMS: Separate packages for payroll processing, talent management, and employee self-service portals.
  - Booking/Scheduling: Isolate calendar engines, resource booking APIs, and customer-facing scheduling UIs.
  - ERP/Finance: Modularize tax engines, invoicing, and GL workflows for region-specific compliance.
Cross-Module Integration
- Use 2GP’s dependency-aware architecture to:
  - Sync HRMS payroll data with Finance modules in real time.
  - Connect Booking/Scheduling appointments with Logistics delivery tracking for end-to-end service visibility.
  - Embed CPQ pricing rules into Manufacturing production planning workflows.
Security & Compliance
- Apply 2GP’s restricted access to HRMS employee records and Finance audit trails.
- Isolate Booking/Scheduling customer data from internal ERP/Manufacturing systems for GDPR/CCPA compliance.
AI & Automation
- Integrate Salesforce Einstein into:
  - HRMS: Predictive attrition modeling and skills-gap analysis.
  - Booking/Scheduling: Dynamic resource optimization based on demand forecasts.
  - Manufacturing: AI-driven maintenance scheduling tied to ERP inventory levels.
DevOps & Scalability
- Build automated CI/CD pipelines for:
  - HRMS: Rapid deployment of regional labor law updates.
  - Booking/Scheduling: Zero-downtime updates for calendar logic during peak seasons.
  - Logistics: Real-time API versioning for carrier integrations.
Customer & Employee Experience
- Leverage Salesforce Experience Cloud for:
  - HRMS: Unified employee portals for benefits, training, and shift management.
  - Booking/Scheduling: Branded customer portals for self-service appointment rescheduling.
- Embed Manufacturing IoT data into CPQ workflows for proactive service offers.

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

Phase 1 (Q1): Core modules (ERP, Finance, CPQ) and Booking/Scheduling.
Phase 2 (Q2): Logistics, Manufacturing, and HRMS (payroll/onboarding).
Phase 3 (Q3): Full suite integration, including AI-driven HR analytics and advanced scheduling automation.

Post-migration, the suite will deliver:

Unified Data Models: HRMS-to-Finance payroll sync, Booking-to-Logistics delivery ETA updates.
Faster Compliance: Region-specific ERP/Finance updates deployed in hours, not weeks.
Scalable Innovation: Ready for Salesforce Genie Customer Data Cloud integration in HRMS and Manufacturing.

Why This Works for Your Needs

End-to-End Suite Coverage: Addresses all critical operations—HR, finance, logistics, manufacturing, sales (CPQ), and customer engagement (Booking/Scheduling)—under a cohesive 2GP strategy.
Employee & Customer Focus: Enhances both internal HR processes and external scheduling experiences with scalable, secure architectures.
Future-Proofing: Prepares the platform for AI, IoT, and industry-specific clouds (e.g., Manufacturing Cloud, Service Cloud).
Consistent Structure: Retains the original format while expanding technical and business scope.

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Multi Serial Number Pick Screen

Shipment Automation in AgentForce

Enhance logistics in AgentForce

Axolt Inventory & Quality Check IOS and Android App

Order to Logistic

Order to Logistic module is to empower users with the flexibility to manually create logistics records for various warehouse locations.

Single Bill against Multiple Purchase Orders

Single Bill against Multiple Purchase Orders module is to provide users with the ability

Budget Planner

Posted on February 20, 2025 / Published on February 28, 2025

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

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

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

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

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

Inter Company Orders

BOM (Bill of Materials)

Details & Demand Calculation in MRP Screen

Material Requirement Planning (MRP)

Material Requirement Planning (MRP) module is to deliver a robust system

Posted on February 26, 2025 / Published on February 28, 2025

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

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

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

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

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

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

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

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

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

UoM Conversion

The UoM Conversion product aims to enable flexible unit of measure (UoM)

Posted on February 24, 2025 / Published on February 28, 2025

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

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

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

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

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

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

Fully available now, it supports efficient production workflows.

Configuration of Manufacturing Product

Configuration of Manufacturing Product (MO Product Configuration Page)

Posted on January 16, 2025 / Published on February 28, 2025

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

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

Planned Features and Improvements

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

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

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

RMA (Return Merchandise Authorization) Automation

Streamline the return process by automating RMA creation, tracking

Importance: Must Have

Abode eSign Contract

Project Goal

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

Current Situation

Currently, the Abode eSign Contract module offers a...

Importance: Nice to Have

Scheduled for 2GP Release

Product Catalog

Project Goal
The goal of the "Product Catalog" module is to enable users to purchase products directly from the community page or website. Upon completing a purchase, Sales Orders are automatically created in the Salesforce environment. Additionally, users can make payments during the purchasing process, ensuring...

Importance: Must Have

Scheduled for 2GP Release

Quotation to Manufacturing Order

Project Goal
The goal of the "Quotation to Manufacturing Order" module is to enable users to configure a quote using product configuration features. Once the product is configured and confirmed, the system automatically generates a Quote Version along with the associated Bills of Materials...

Importance: Nice to Have

Scheduled for 2GP Release

Supporting BOMs Project Goal
The goal of the "Supporting BOMs" module is to enable users to add additional Bills of Materials (BOMs) to a quote without associating any costs to them. These BOMs are provided free of charge but are tracked to monitor the extra items sent to...

Send to Upcoming

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Salesforce Cosmo Beta Features

Key Benefits Comparison

Availability

Why These Features Matter

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Why This Works for Your Needs

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Importance: Must Have

Importance: Nice to Have

Importance: Must Have

Importance: Nice to Have