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Custom Workflows

Your Factory, Your Flow

Design and run manufacturing workflows exactly how your plant works — no developer required

Features

Your process. Your control.

Drag-and-Drop Steps

Build procurement, QC, production, and store flows in minutes

Stage Sequencing

Define stage order: PO → Inward → GRN → QC → Store → Issue

Stage Conditions

Set mandatory checks, doc uploads, signatures per stage

Smart Routing

Branch flows for rejected items, rework, contractor returns

Named Boards

Create boards like Indent, PO, GRN, QC, Store

Card Movement

Drag transactions across stages to reflect progress

Context on Cards

See vendor, value, quantity, due date at a glance

Workload Visibility

Clear workload view per team & per stage

Store Workflows

Indent → Issue → Return → Scrap

Quality Workflows

Incoming QC → In-Process QC → Final QC → Dispatch QC

Production Cycle

Job Order → Issue RM → WIP → FG → Dispatch

Procurement Cycle

RFQ → PO → GRN → Invoice → Payment

Approval Logic

Approvals by amount, SKU, vendor, department

Mandatory Docs

Gate each stage: GRN photos, QC report, challan scan

Auto Tagging

Status tags like Pending QC, Material Ready, Hold

Due-Date Alerts

Notify if stage not completed on time

Features 1

One process language across your company

Drag. Drop. Done.

Build ERP flows as simple as arranging cards

Real-Time Kanban + ERP Power

Kanban simplicit, ERP accuracy, Factory clarity.

Smart SOP Digitization

Convert your SOPs into real, trackable workflows

Scale Across Plants & Teams

Template once, replicate everywhere

AI Agent - Inv

AI-Assisted Factory Flow Creation

why optiwse

Why Optiwise Wins Every Time

Feature Optiwise TranZact Odoo SAP B1
AI Agent Automation✅❌❌⚪
Custom Workflows (No-Code)✅⚪⚪❌
Visual Flow Builder✅❌⚪⚪
Industry Workflow Templates✅⚪⚪✅
AI-Suggested Flows✅⚪⚪✅
Mobile App Included✅✅⚪⚪
Cross-Plant Replication✅❌❌⚪
AI-Suggested Flows✅⚪✅✅
24×7 Cloud Support✅⚪✅✅

Integrations

Effortlessly Connect with the Systems You Rely On

1

Select the Tools

Start by identifying the systems and applications your team relies on, such as CRM, email, social media, or team.

Integrate now

2

Connect and Sync

Use Teamhelp’s intuitive integration setup to securely connect your selected tools. With just a few clicks.

Integrate now

3

Customize and Optimize

Once your integrations are in place, customize your workflows to maximize efficiency.

Integrate now

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