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Configure supported fields, approvals and reports around your factory process. Explore a purchase-rule example, implementation responsibilities and a practical demo checklist.
Use Optiwise to add the fields, approvals and reports your factory needs without moving the work into another spreadsheet. Start with one recurring handoff: a purchase approval, a receipt check or an exception report. We connect that record to the people who enter it, the person who decides and the next factory action.
For example, your stores team can record a partial receipt, quality can hold the quantity awaiting inspection and purchasing can see what still remains with the supplier. When your process changes, we can add the required fields and approval path while keeping the order, receipt and stock records connected. Optiwise implementation costs ₹0; your subscription and any optional add-ons or IoT hardware are priced separately.
Use this illustrative change request: purchases above an agreed threshold need a manager’s approval; each receipt needs an inspection-status field; a report shows records awaiting a decision. Ask the demo team to show which parts the proposed Optiwise configuration supports.
The purchase owner describes the approval threshold, the record it applies to and the exception that currently needs a follow-up. State whether the amount is before or after tax.
The configuration owner maps the requested fields, roles and approval path to the available controls. Record any requirement that needs an extension or integration before agreeing scope.
A buyer and stores user try a normal record, a missing required receipt field, an amount exactly at the threshold and an amount above it. Check the report and the correction path.
The process owner reviews the results, permission checks and unresolved gaps. Identify who may approve an exception and who may change the rule itself.
Publish the approved configuration through the agreed release process. Tell affected users what changed, retain the previous rule and define who handles a failed or disputed record.
Use these categories when scoping the work. They describe different responsibilities; they are not a claim that every example is included in every Optiwise setup.
| Work type | Example to discuss | What to confirm |
|---|---|---|
| Configuration | A field, approval rule or report using supported controls | Available options, permissions, testing and the person maintaining the rule |
| Extension | A requirement outside those controls | Development scope, upgrade compatibility, support and acceptance tests |
| Integration | An exchange with accounting, a machine or another application | Supported versions, record mapping, direction, retries and reconciliation |
Agree how missing data, changed records and failed integrations will be handled. Keep the implementation scope explicit about data cleanup, imports, training, support and changes after rollout. Ask for an export of the trial records and a recovery procedure before expanding the workflow.
Bring the current form, one completed example, an exception, the approval rule and the report your manager needs. Ask the people who will use the workflow to repeat the test on their intended devices. Record what was demonstrated, what needs configuration and what remains unresolved.
Map your manufacturing workflowIt means configuring supported fields, workflows, approvals and reports through the application’s configuration tools. Data preparation, permissions, integration and testing still need named owners.
No. Confirm whether a requirement is supported configuration, an extension or an integration. Ask for a demonstration and written scope for requirements outside the available controls.
Bring one current form, its approval rule, an example exception, the required report and the people responsible for entering and approving the record. Use redacted records to test the proposed workflow.