The Need for an Automated PI-to-Production Flow
Managing Performa Invoices (PIs), product sizes, packaging, pallets, and production manually is time-consuming and error-prone. Lack of visibility across PI confirmation, production orders, and shipping creates operational delays. Without automation, stock calculations, shipment planning, and history tracking quickly become unmanageable at scale. That’s why we designed an intelligent PI-to-Production system — a centralized solution that manages every stage, from PI creation to outgoing shipments, while maintaining full audit history.
Critical Challenges
- Manual errors during PI and production processing
- Limited visibility into current stock levels
- Unauthorized actions and untracked changes
- Risk of accidental deletion or modification of records
- Ensuring audit readiness and regulatory compliance
Our Solutions
- Automated calculations for boxes, pallets, and totals to reduce manual errors
- Real-time stock updates with dynamic status tracking
- Role-based permissions with actions restricted to authorized users
- Enforced reverse workflow and automatic history logging
- Immutable audit trails with timestamps, user actions, and version control
Key Differentiators & Client Value
Efficiency
Cuts down manual tracking and paperwork
Accuracy
Prevents errors in box counts, pallet calculations, and production tracking
Control
Role-based workflows enforce discipline and avoid unauthorized actions
Scalability
Handles large product catalogs, multiple sizes, and complex pallet rules
Compliance
Retains complete historical records for audit, exports, and financial accuracy
Project Details
Technologies Used
Project Stats
What the System Actually Does
Our system brings clarity, automation, and control into the production workflow.
1. System Setup
A scalable and flexible architecture built using Angular, Node.js, and MongoDB, optimized for performance and real-time operations.
2. Authentication & Roles
Implements secure login, password management, and role-based access control to ensure authorized actions and data protection.
3. Masters
Provides centralized management of products, sizes, designs, packaging, pallets, consignees, currencies, banks, HS codes, and suppliers for streamlined operations.
4. PI Management
Manage Performa Invoices efficiently: create, update, clone, confirm, cancel, and generate PDFs with automated calculations for totals, boxes, pallets, and timelines.
5. Production Flow
Streamline production from confirmed PIs: manage partial and full orders, track progress in real-time, and mark shipments efficiently.
6. Stock & History Tracking
Logs all actions to maintain accurate, real-time stock levels with complete traceability and audit-ready history.
Technology Stack
Built with cutting-edge technologies to ensure scalability, performance, and reliability.