Manufacturing and work

Production, job work, tasks, contracts and files.

• Plan production with a bill of materials Under Manufacturing, set up a bill of materials for each item you make, then plan a production order. Issue the material, receive what is made and complete the order; EaseDesk works out the actual cost of each unit.
• Send goods for job work and receive them back Under Manufacturing → Job work, click Send to a job worker to make a delivery challan. The goods stay in your stock until they come back; record them with Record goods back, and download the ITC-04 data for the GST portal.
• Assign tasks and set reminders Open Tasks and click New task. Say what needs doing, assign it, set a due date and a reminder time, and click Add task. The person gets a reminder by notification and email, and a morning email of overdue and due-today tasks.
• Manage contracts and renewals Open Contracts and click New contract to record an AMC, retainer or agreement with its dates and value. Send it as a PDF, mark it signed, and renew it in one click. EaseDesk gives the owner a task 30 days before it ends.
• Upload, view and attach files Open Files and click Upload to keep a PDF, image, Excel, CSV or Word file of up to 10 MB, or attach it to an invoice, bill, voucher or contract. Open any file in EaseDesk's own viewer, and see how much of your storage is used.
• Automations and approval rules Set rules once and EaseDesk follows them. Automations make tasks, tell people, email the team and tag customers when something happens. Approval rules hold a discount, a sale below cost, an invoice over the credit limit or a large purchase until the right person approves it.
• Add a bot to your team A bot is a team member that does routine work through EaseDesk under rules everyone can read. Describe the job, answer a few questions, check its rules, test it, and switch it on. It asks before posting or sending, and takes a user seat like a person.