Sin la plataforma
Information about Business Management lives in separate spreadsheets, and nobody knows which version is current.
Con Partiu Formatura
18 modules share the same class, graduate and event records.
Finance and management · Business Management
Complete ERP for graduation companies
Commercial, full life cycle contracts, stock, addressed warehouse with traceability by lot and series, assets, shipping and sales tax documents. Everything a graduation company needs to operate with excellence. Bookkeeping and verification are in the Accounting and Tax area, the supply cycle has its own area in Purchasing and Supplies, and those who manufacture their own products continue in PCP and Manufacturing.
El problema y la solución
What changes when Business Management works inside the platform
This is connected information about classes, graduates and events across 18 modules, replacing scattered spreadsheets and messages.
Sin la plataforma
Pedir un dato tarda porque alguien tiene que juntar información de varios sitios.
Con Partiu Formatura
NF-e (Electronic Invoice) and Notes Received from Suppliers update together, with figures ready for the next meeting.
Sin la plataforma
El proceso depende de quién esté ese día y su historial se pierde.
Con Partiu Formatura
Todos siguen el mismo flujo, con acciones registradas y permisos por rol.
Sin la plataforma
Conectar con otras áreas obliga a exportar hojas de cálculo y volver a teclear datos.
Con Partiu Formatura
Business Management shares information directly with other areas of the platform.
Cómo funciona
How information moves through Business Management
Cada paso es un módulo real de esta área. Lo que produce pasa al siguiente paso sin que nadie vuelva a teclear la misma información.
What is available in Business Management
- NF-e (Electronic Invoice)Complete issuance of Electronic Invoices for products with integration to SEFAZ and full control of the tax cycle.7
- Notes Received from SuppliersThe NF-e issued against your CNPJ arrive alone, directly from SEFAZ.7
- Storage, Shipping and Delivery LogisticsAn operational queue between the paid order, the picking in stock and the product delivered to the recipient.23
- Credit and Anti-Fraud ConsultationRisk analysis of the graduate and the supplier before closing the deal, via Serasa Experian.7
- Integration with External BIDedicated REST API for Power BI, Metabase, Looker and other BI tools.6
- Supplier and Material ManagementSupplier marketplace, material stock and operational chain.6
- Stock and Storage ManagementProducts, movements, inventories, losses, reserves, locations and third-party custody integrated with purchasing, assets and shipping. Anyone who needs an address, lot and series uses the WMS below, on the same basis.18
- Third Party Inventory, Consignment and CustodyOwnership and possession are separate: the system shows who owns the product, who it is with and what balance each third party or class maintains.14
- WMS Addressed Warehouse and TraceabilityStock is no longer a number per product and now has an address, batch, series and pallet. Knowing how much you have becomes knowing where you are.28
- Purchase Requisition and ResponsibilitiesThe internal purchase order, from the area's needs to the release to purchase. The complete cycle, with quotation, formal order, receipt and supply contract, has its own area in Purchasing and Supplies.17
- Assets, Fixed Assets and MaintenancePhysical control, custody, maintenance and integration with accounting assets throughout the life of the asset.15
- Commercial Proposals and BudgetsCreate, send and monitor the proposal until the contract is signed.11
- Commercial ContractsThe contract with the institution, supplier and partner has its own life cycle, from draft to termination.14
- Governance and Approval of ContractsScope, standard wording and evidence trail before the contract goes for signature.9
- Electronic Signature of ContractsSignature order respected, wave invitation and public verification of the document.12
- ICP-Brasil Digital Signature (company certificate)The PDF of the contract is signed with your company's A1 certificate, in PAdES standard, and any subsequent changes become detectable.11
- Sales Price FormationFind out the minimum price that still makes a profit and the list price you publish.13
- WMS Operacional: Tarefas, Separação e InventárioO armazém endereçado virando trabalho guiado: recebimento em doca, armazenagem, separação por percurso, reabastecimento e contagem cíclica.18
Destacado
Price Formation: the floor that negotiation cannot break
Tax, commission, gateway fee, default and margin apply to the sale, not the cost. Adding a percentage to the cost delivers a lower price than you need. The module calculates the markup divisor price = cost ÷ (1 − percentage − margin) and publishes the result as a floor for all budgets and proposals.
Ver esto en acción- Token per package with prorated direct and indirect cost and expected loss
- Simulator with side-by-side scenarios before publishing the table
- Discount policy by band, with approval authority
- Mass readjustment, periodic calibration and revision history
NF-e (Electronic Invoice)
Complete issuance of Electronic Invoices for products with integration to SEFAZ and full control of the tax cycle.
- Dashboard with overview of issued notes and status
- Issuance of NF-e with assisted filling and validation
- Direct integration with SEFAZ for authorization and cancellation
- Consultation and download of DANFE in PDF and XML
- Complete history of notes issued with advanced filters
- Configuration of digital certificate, series and environment (production/approval)
- Integrated documentation with usage guide and tax rules
Notes Received from Suppliers
The NF-e issued against your CNPJ arrive alone, directly from SEFAZ.
- Automatic search for NF-e issued to your CNPJ in the national SEFAZ environment
- Periodic and on-demand synchronization, with control of what has already been read
- XML of each document saved and available for download
- Query specific note by access key
- Recipient's manifestation registered on the panel itself
- Note events (cancellation, correction letter) monitored together
- Reuses the digital certificate already configured for NFS-e
Storage, Shipping and Delivery Logistics
An operational queue between the paid order, the picking in stock and the product delivered to the recipient.
- Single queue shipping powered by album, store and gallery product orders
- Separation, checking, packaging and dispatch steps with person responsible
- Picking waves to group orders and organize shipping work
- Volumes, carrier and tracking code per shipment
- Generation of labels, declaration of content and shipping documents
- Configurable pledge deadline, highlighting what is late
- Automatic notification to the recipient when the order is dispatched
- Automatic ingestion of paid orders, without typing
- Delivery and reshipment incidents handled without losing history
- Resolved incident returns the request to the stage it was at, not to a fixed stage
- Status returned to the originating order, which continues to own the financial
- Conference bench with barcode reader, checking the order before dispatch
- Collective delivery package at the event, with on-screen signature and download of multiple orders at once
- Closing package returns those who did not withdraw to the queue, without disappearing with the order
- Shipping quote from the Post Office suggesting the cheapest option within the promised time, not the cheapest of all
- Order invoice linked by access key, without typing
- Address sorted on input, with cached ZIP code query
- Wave separation list and queue export in spreadsheet
- Time indicators per stage, delay and volume dispatched
- Own permissions per action: view the queue, separate, dispatch, resolve incident and configure
- History of who moved each order, step by step
- Activation cut-off date, so the module does not pull paid orders from years ago
- Orders that have already been dispatched or are currently being sent are not dispatched again, so the graduate does not receive two notifications
Credit and Anti-Fraud Consultation
Risk analysis of the graduate and the supplier before closing the deal, via Serasa Experian.
- Credit score by CPF and CNPJ consulted from the panel itself
- Report and complete consultation of the document status
- Verification of person's identity before joining
- Fraud prevention analysis at registration entry
- Consultation linked to the graduate, with history of who consulted and when
- Configurable test and production environment per company
- On or off by company, along with other integrations
Integration with External BI
Dedicated REST API for Power BI, Metabase, Looker and other BI tools.
- REST API with API Key authentication
- Data endpoints: financial, classes, default, income statement and cash flow
- Key management with granular permissions
- Rate limiting and IP whitelisting
- Complete documentation with integration examples
- Compatible with Power BI, Metabase, Looker and Grafana
Supplier and Material Management
Supplier marketplace, material stock and operational chain.
- Marketplace with 14 supplier categories
- Verification in 4 levels (Basic to Premium)
- Reliability assessment and scoring
- Stock management with SKU, min/max and alerts
- Inbound and outbound movements with traceability
- Sending and collecting materials from graduates (gifts, invitations, t-shirts)
Stock and Storage Management
Products, movements, inventories, losses, reserves, locations and third-party custody integrated with purchasing, assets and shipping. Anyone who needs an address, lot and series uses the WMS below, on the same basis.
- Registration of products with SKU, category and minimum/maximum limits
- Control of inputs by supplier with complete traceability
- Record of departures with reason, recipient and history
- Periodic inventories with inventory counting and adjustment
- Record of losses and damage with classification and reason
- Product reservations per event with advance allocation
- Location management and storage addressing
- Available balance separate from what is already reserved for events and orders
- Traceability of movement from entry to exit recipient
- Movement form by product with entry, exit, balance and the origin of each movement
- Average cost and last cost updated with each receipt checked, without manual recalculation
- Inventory valuation at average cost, with the fixed value visible on the panel
- Material entry always comes from the purchase receipt, and not entered in parallel
- Registration of suppliers with tax data integrated into the ecosystem
- Operational dashboard with total value in stock and critical items
- Automatic alerts when stock reaches minimum level
- Management reports on movement, turnover and stock position
- Customizable unit, category, and inventory policy settings
Third Party Inventory, Consignment and Custody
Ownership and possession are separate: the system shows who owns the product, who it is with and what balance each third party or class maintains.
- Own stock held by third parties declared separately from the internal physical balance
- Third-party stock held by the company declared separately from its own stock
- Consignment of products from a supplier or freelancer, with owner, validity and agreement condition
- Shipment of products for freelancers, suppliers, operators, events or groups
- Movement of products between companies, third parties and groups without losing ownership, origin or destination
- Shipping document with items, quantities, person responsible, date, deadline and tax reference
- Full or partial return, with record of consumption, sale, loss, damage or surplus
- Balance by third party, product, class, event, situation and period
- Reconciliation of consignment: sent, sold or consumed, returned, lost and still in the custody of the custodian
- Freelancer or supplier accounts calculated only on confirmed movement
- End-to-end traceability from origin to shipment, custody, movement, return and reconciliation
- Immutable timeline with operator, document, location, previous quantity and resulting balance
- Alerts for overdue returns and discrepancies between the balance reported by the third party and the system balance
- Inventory by custodian or class, without mixing material from different owners
WMS Addressed Warehouse and Traceability
Stock is no longer a number per product and now has an address, batch, series and pallet. Knowing how much you have becomes knowing where you are.
- Warehouse structure on five levels: warehouse, zone, aisle, level and address
- Complete code assembled by the way, type CD01-A-03-2-B, label ready
- Routing order by address, which defines the picking sequence in the warehouse
- Capacity per address in weight, volume and pallets, with temperature range
- Address configured as picking, buffer, with or without mixing of product and batch
- Restriction of product, category, family, temperature and dangerous cargo by address
- Address blocking with reason, which prevents new movement and preserves the balance that is already there
- Suggestion of address to save, always with the reason for each indication
- Balance separated into four quantities: available, reserved, blocked and counting
- Balance by product, batch, series, address and logistical unit, and not just by product
- Lot with manufacturing date, expiration date, supplier, note and cost, with FEFO by index
- Lot in quarantine, blocked, expired or discarded, with mandatory reason for change
- Kitchen batch referenced, never duplicated: food continues with only one truth
- Serial number linked to existing assets, without creating a second asset registration
- Pallet and box identified as a logistical unit, with the contents visible via the label
- One-step tracking: enter the batch, series or pallet and see where it is and how it got there
- Transfer between addresses with origin, destination, quantity and reason
- Reservation and balance release with a deadline, and blocking and unlocking with a mandatory reason
- Immutable ledger: nothing is edited or deleted, and correction is always a reversal
- Reversal as a new movement with the opposite sign, linked to the original movement
- Balance adjustment always with justification, and value tolerance defined by the company
- Each movement records operator, reason, time and origin: panel, collector, API or job
- Photo of the balance after each movement, to audit without reprocessing the entire history
- Operation by branch, with address and balance isolated between units
- Eight separate permissions: query, receive, store, sort, dispatch, inventory, adjust and configure
- Gradual activation by company: off, mirror and active, without stopping operations
- Daily parity report comparing addressed balance to current inventory during transition
- Source ready for Report Builder and external BI: detailed balance, movements and occupancy
Purchase Requisition and Responsibilities
The internal purchase order, from the area's needs to the release to purchase. The complete cycle, with quotation, formal order, receipt and supply contract, has its own area in Purchasing and Supplies.
- Numbered purchase requisition, with items, quantity, unit and unit value
- Linking the request with class, cost center, category and supplier
- Priority and date of need for each requisition, highlighting what is due
- List and kanban by status: draft, pending approval, approved, purchased, received, rejected and canceled
- Supplier quotes compared side by side, with winner chosen recorded
- Scope requiring minimum number of quotes before releasing approval
- Approval jurisdictions by level, value range, approver and cost center
- Automatic approval within the limit of authority, with the reason recorded in the history
- Approval, rejection and reopening with mandatory justification
- Consult the cost center budget before releasing the expense
- Registration of the purchase made and receipt item by item, including partial
- Sending to accounts payable in up to 60 installments, with category, cost center, payment method and document
- Attachments, comments and complete history of each movement in the request
- Requisition duplication for recurring purchases
- Purchase overview with indicators by status, by cost center and by period
- Separate permissions to query, create, approve, delete and configure the module
- Requests also tracked by the dashboard app, on the same basis
Assets, Fixed Assets and Maintenance
Physical control, custody, maintenance and integration with accounting assets throughout the life of the asset.
- Asset number in the product registration, identifying the asset within stock
- Departure registered with person responsible, date, time and note of reason
- Optional link between the withdrawal and the event that led to the departure
- Return deadline with deadline date and time per movement
- Several pieces of equipment in the same pick-up, each with its own quantity
- Kit templates to remove a standard set without assembling the list again
- Partial return item by item, with the pendant always visible
- Record of who received the return and the condition of the equipment
- Preventive and corrective maintenance with supplier, cost, date, attachment and asset history
- Asset unavailable during maintenance, with return recorded before returning to operation
- Alerts for overdue maintenance, cycle limits and condition informed upon return
- Integration with fixed assets for acquisition, useful life, depreciation, transfer and write-off
- Indicators of in-use, overdue, partially returned, and returned items
- Search by product, asset number or person responsible
- Complete custody history by equipment and person
Commercial Proposals and Budgets
Create, send and monitor the proposal until the contract is signed.
- Document layouts (PDF) configurable by proposal type
- Catalog and rules that feed the budget automatically
- Commercial scenario simulation before sending
- Budget and proposal analytics with conversion rate
- Smart budgets with templates by type of graduation
- Proposal editor with version comparison
- Kanban of proposals with the stage of each negotiation
- Scheduled follow-ups with contact history
- Immutable proposal identified by hash after submission
- Printing and sending the proposal in PDF
- Conversion of the approved proposal into a contract and class
Commercial Contracts
The contract with the institution, supplier and partner has its own life cycle, from draft to termination.
- Configurable contract types, each with its own numbering and rules
- Parties to the paper contract: contractor, contractor, intervenor, guarantor and witness
- Internally responsible by role: commercial owner, manager, approver, legal, financial and backup
- Numbered versions with side-by-clause, side-by-clause comparison
- Timeline with each contract movement registered
- Portfolio of contracts per person responsible, with value, validity and status
- Addendum, apostille, renewal, cancellation and termination as child documents of the original contract
- Signed cancellation terminates the original contract and cancels the expected billing
- Signed addendum and renewal update the value and term of the main contract alone
- Contractual obligations with person responsible and deadline, alerted in D-7, D-1, on the day and on the delay
- Billing schedule generated from the contract value, with sending to accounts payable
- Adjustments calculated in draft, only applied when the amendment is signed
- Contract dossier bringing together parts, versions, approvals, evidence and annexes
- Expiration and renewal alerts triggered by daily job
Governance and Approval of Contracts
Scope, standard wording and evidence trail before the contract goes for signature.
- Approval limits by value range, type of contract and approver
- Submission for signature blocked until the required approval is received, with the request already open
- Approval tied to the approved value: increasing the value later invalidates the approval
- Queue of approvals with recorded decision and justification
- Library of clauses with standard wording and pre-approved alternative
- Automatic deviation analysis: clause outside the standard wording is highlighted before sending
- Absent mandatory clause blocks the contract; high risk requires legal
- Evidence of the contract saved with date, IP and method of each act
- Separate permissions to query, create, approve and configure
Electronic Signature of Contracts
Signature order respected, wave invitation and public verification of the document.
- Subscription order in waves: the next one is only invited when the previous one closes
- Link blocked for those whose turn it is not yet, without the risk of the witness signing before the contractor
- Pending optional signer does not lock the queue
- Self-signature on the company side, using the signature already configured in the dashboard
- Single subscription portal serving commercial contract and graduate adhesion via the same link
- Signature by typed text or drawing, with registered acceptance of terms
- Witnesses configured in the contract template, up to four per document
- Configurable document header and footer: font, color, background, indentation, line and logo with own size
- Authenticity term in PDF with hash and verification link
- Public verification by hash showing number, company, date and signatories, never the content
- Signed contract automatically archived in the graduate's documents
- Optional ICP-Brazil seal on top of all this, when the company activates the digital certificate
ICP-Brasil Digital Signature (company certificate)
The PDF of the contract is signed with your company's A1 certificate, in PAdES standard, and any subsequent changes become detectable.
- Optional feature: turned off, the contract continues to appear exactly as it does today
- Reuse the A1 certificate (e-CNPJ) already registered with the NF-e, without uploading the same file twice
- Separate certificate only for contracts when the person signing is not the CNPJ who issues the note
- PAdES signature with SHA-256 and full string, accepted by PDF readers and the official ITI verifier
- Optional accredited authority timestamp (RFC 3161): proves date against third parties and survives certificate expiration
- Choose what is included: graduate adhesion contract, general contract, or both
- Term printed in the PDF informing holder, CNPJ, certifying authority and validity of the certificate
- Verifier within the panel: uploads the PDF and tells you if the file was changed after signing and who signed it
- Certificate expiration notice before it drops the signature
- History of each signature and each failure, with file hash and duration
- Failure to sign does not prevent the issuance of the contract, unless the company requires otherwise
Sales Price Formation
Find out the minimum price that still makes a profit and the list price you publish.
- Configurable economic parameters and training structure
- Payment terms considered in the final price
- Automatic synchronization of costs coming from finance
- Realized margin tracked against planned margin
- Price sheet per package with direct cost, prorated indirect cost and expected loss
- Calculation by divider markup: tax, commission, gateway fee and default charge on the sale
- Price floor that budgets and proposals must respect in negotiations
- Target margin defined by management, applied to product, package or entire line
- Price simulator with side-by-side scenarios before publishing
- Discount policy by band, with approval authority
- Taxation by regime and break-even point calculated in the form itself
- Mass readjustment and periodic calibration with revision history
- Publication of the current table with start date and outdated price alerts
WMS Operacional: Tarefas, Separação e Inventário
O armazém endereçado virando trabalho guiado: recebimento em doca, armazenagem, separação por percurso, reabastecimento e contagem cíclica.
- Docas cadastradas e agendamento de recebimento por fornecedor e janela
- Conferência cega no coletor: a quantidade esperada só aparece depois da contagem
- Divergência do recebimento virando pendência para Compras, e não ajuste de estoque
- Tarefas de armazenagem geradas do recebimento, com endereço sugerido por regra
- Seis tipos de tarefa: receber, armazenar, separar, reabastecer, contar e mover
- Confirmação por leitura do endereço e do item, sem digitação de código
- Tarefa assumida por um operador não aparece para outro
- Onda de separação da expedição virando tarefas por endereço, na ordem de percurso do armazém
- Alocação por validade mais próxima, respeitando bloqueio e quarentena
- Reabastecimento do picking por mínimo, máximo e múltiplo, antes da onda e ao cruzar o mínimo
- Cross-docking do recebimento direto para a doca de saída quando existe pedido aberto
- Inventário geral e cíclico por curva ABC, com contagem cega e recontagem acima da tolerância
- Ajuste de inventário apenas na aprovação, sempre como movimento com justificativa
- Acuracidade de inventário, linhas por hora, tempo da doca ao endereço e ocupação no painel
- Etiquetas de endereço, lote e unidade logística em ZPL e PDF
- Coletor no celular com fila offline: o que foi feito sem rede sobe depois, sem duplicar movimento
- Liberação de ordem de produção podendo gerar a separação dos componentes para a linha
- Toda tarefa concluída vira movimento de estoque pelo mesmo caminho, sem escrita paralela de saldo
Lista de verificación
Everything included in Business Management
All 236 features in this area, grouped by module so you can compare systems item by item.
- Dashboard with overview of issued notes and status
- Issuance of NF-e with assisted filling and validation
- Direct integration with SEFAZ for authorization and cancellation
- Consultation and download of DANFE in PDF and XML
- Complete history of notes issued with advanced filters
- Configuration of digital certificate, series and environment (production/approval)
- Integrated documentation with usage guide and tax rules
- Automatic search for NF-e issued to your CNPJ in the national SEFAZ environment
- Periodic and on-demand synchronization, with control of what has already been read
- XML of each document saved and available for download
- Query specific note by access key
- Recipient's manifestation registered on the panel itself
- Note events (cancellation, correction letter) monitored together
- Reuses the digital certificate already configured for NFS-e
- Single queue shipping powered by album, store and gallery product orders
- Separation, checking, packaging and dispatch steps with person responsible
- Picking waves to group orders and organize shipping work
- Volumes, carrier and tracking code per shipment
- Generation of labels, declaration of content and shipping documents
- Configurable pledge deadline, highlighting what is late
- Automatic notification to the recipient when the order is dispatched
- Automatic ingestion of paid orders, without typing
- Delivery and reshipment incidents handled without losing history
- Resolved incident returns the request to the stage it was at, not to a fixed stage
- Status returned to the originating order, which continues to own the financial
- Conference bench with barcode reader, checking the order before dispatch
- Collective delivery package at the event, with on-screen signature and download of multiple orders at once
- Closing package returns those who did not withdraw to the queue, without disappearing with the order
- Shipping quote from the Post Office suggesting the cheapest option within the promised time, not the cheapest of all
- Order invoice linked by access key, without typing
- Address sorted on input, with cached ZIP code query
- Wave separation list and queue export in spreadsheet
- Time indicators per stage, delay and volume dispatched
- Own permissions per action: view the queue, separate, dispatch, resolve incident and configure
- History of who moved each order, step by step
- Activation cut-off date, so the module does not pull paid orders from years ago
- Orders that have already been dispatched or are currently being sent are not dispatched again, so the graduate does not receive two notifications
- Credit score by CPF and CNPJ consulted from the panel itself
- Report and complete consultation of the document status
- Verification of person's identity before joining
- Fraud prevention analysis at registration entry
- Consultation linked to the graduate, with history of who consulted and when
- Configurable test and production environment per company
- On or off by company, along with other integrations
- REST API with API Key authentication
- Data endpoints: financial, classes, default, income statement and cash flow
- Key management with granular permissions
- Rate limiting and IP whitelisting
- Complete documentation with integration examples
- Compatible with Power BI, Metabase, Looker and Grafana
- Marketplace with 14 supplier categories
- Verification in 4 levels (Basic to Premium)
- Reliability assessment and scoring
- Stock management with SKU, min/max and alerts
- Inbound and outbound movements with traceability
- Sending and collecting materials from graduates (gifts, invitations, t-shirts)
- Registration of products with SKU, category and minimum/maximum limits
- Control of inputs by supplier with complete traceability
- Record of departures with reason, recipient and history
- Periodic inventories with inventory counting and adjustment
- Record of losses and damage with classification and reason
- Product reservations per event with advance allocation
- Location management and storage addressing
- Available balance separate from what is already reserved for events and orders
- Traceability of movement from entry to exit recipient
- Movement form by product with entry, exit, balance and the origin of each movement
- Average cost and last cost updated with each receipt checked, without manual recalculation
- Inventory valuation at average cost, with the fixed value visible on the panel
- Material entry always comes from the purchase receipt, and not entered in parallel
- Registration of suppliers with tax data integrated into the ecosystem
- Operational dashboard with total value in stock and critical items
- Automatic alerts when stock reaches minimum level
- Management reports on movement, turnover and stock position
- Customizable unit, category, and inventory policy settings
- Own stock held by third parties declared separately from the internal physical balance
- Third-party stock held by the company declared separately from its own stock
- Consignment of products from a supplier or freelancer, with owner, validity and agreement condition
- Shipment of products for freelancers, suppliers, operators, events or groups
- Movement of products between companies, third parties and groups without losing ownership, origin or destination
- Shipping document with items, quantities, person responsible, date, deadline and tax reference
- Full or partial return, with record of consumption, sale, loss, damage or surplus
- Balance by third party, product, class, event, situation and period
- Reconciliation of consignment: sent, sold or consumed, returned, lost and still in the custody of the custodian
- Freelancer or supplier accounts calculated only on confirmed movement
- End-to-end traceability from origin to shipment, custody, movement, return and reconciliation
- Immutable timeline with operator, document, location, previous quantity and resulting balance
- Alerts for overdue returns and discrepancies between the balance reported by the third party and the system balance
- Inventory by custodian or class, without mixing material from different owners
- Warehouse structure on five levels: warehouse, zone, aisle, level and address
- Complete code assembled by the way, type CD01-A-03-2-B, label ready
- Routing order by address, which defines the picking sequence in the warehouse
- Capacity per address in weight, volume and pallets, with temperature range
- Address configured as picking, buffer, with or without mixing of product and batch
- Restriction of product, category, family, temperature and dangerous cargo by address
- Address blocking with reason, which prevents new movement and preserves the balance that is already there
- Suggestion of address to save, always with the reason for each indication
- Balance separated into four quantities: available, reserved, blocked and counting
- Balance by product, batch, series, address and logistical unit, and not just by product
- Lot with manufacturing date, expiration date, supplier, note and cost, with FEFO by index
- Lot in quarantine, blocked, expired or discarded, with mandatory reason for change
- Kitchen batch referenced, never duplicated: food continues with only one truth
- Serial number linked to existing assets, without creating a second asset registration
- Pallet and box identified as a logistical unit, with the contents visible via the label
- One-step tracking: enter the batch, series or pallet and see where it is and how it got there
- Transfer between addresses with origin, destination, quantity and reason
- Reservation and balance release with a deadline, and blocking and unlocking with a mandatory reason
- Immutable ledger: nothing is edited or deleted, and correction is always a reversal
- Reversal as a new movement with the opposite sign, linked to the original movement
- Balance adjustment always with justification, and value tolerance defined by the company
- Each movement records operator, reason, time and origin: panel, collector, API or job
- Photo of the balance after each movement, to audit without reprocessing the entire history
- Operation by branch, with address and balance isolated between units
- Eight separate permissions: query, receive, store, sort, dispatch, inventory, adjust and configure
- Gradual activation by company: off, mirror and active, without stopping operations
- Daily parity report comparing addressed balance to current inventory during transition
- Source ready for Report Builder and external BI: detailed balance, movements and occupancy
- Numbered purchase requisition, with items, quantity, unit and unit value
- Linking the request with class, cost center, category and supplier
- Priority and date of need for each requisition, highlighting what is due
- List and kanban by status: draft, pending approval, approved, purchased, received, rejected and canceled
- Supplier quotes compared side by side, with winner chosen recorded
- Scope requiring minimum number of quotes before releasing approval
- Approval jurisdictions by level, value range, approver and cost center
- Automatic approval within the limit of authority, with the reason recorded in the history
- Approval, rejection and reopening with mandatory justification
- Consult the cost center budget before releasing the expense
- Registration of the purchase made and receipt item by item, including partial
- Sending to accounts payable in up to 60 installments, with category, cost center, payment method and document
- Attachments, comments and complete history of each movement in the request
- Requisition duplication for recurring purchases
- Purchase overview with indicators by status, by cost center and by period
- Separate permissions to query, create, approve, delete and configure the module
- Requests also tracked by the dashboard app, on the same basis
- Asset number in the product registration, identifying the asset within stock
- Departure registered with person responsible, date, time and note of reason
- Optional link between the withdrawal and the event that led to the departure
- Return deadline with deadline date and time per movement
- Several pieces of equipment in the same pick-up, each with its own quantity
- Kit templates to remove a standard set without assembling the list again
- Partial return item by item, with the pendant always visible
- Record of who received the return and the condition of the equipment
- Preventive and corrective maintenance with supplier, cost, date, attachment and asset history
- Asset unavailable during maintenance, with return recorded before returning to operation
- Alerts for overdue maintenance, cycle limits and condition informed upon return
- Integration with fixed assets for acquisition, useful life, depreciation, transfer and write-off
- Indicators of in-use, overdue, partially returned, and returned items
- Search by product, asset number or person responsible
- Complete custody history by equipment and person
- Document layouts (PDF) configurable by proposal type
- Catalog and rules that feed the budget automatically
- Commercial scenario simulation before sending
- Budget and proposal analytics with conversion rate
- Smart budgets with templates by type of graduation
- Proposal editor with version comparison
- Kanban of proposals with the stage of each negotiation
- Scheduled follow-ups with contact history
- Immutable proposal identified by hash after submission
- Printing and sending the proposal in PDF
- Conversion of the approved proposal into a contract and class
- Configurable contract types, each with its own numbering and rules
- Parties to the paper contract: contractor, contractor, intervenor, guarantor and witness
- Internally responsible by role: commercial owner, manager, approver, legal, financial and backup
- Numbered versions with side-by-clause, side-by-clause comparison
- Timeline with each contract movement registered
- Portfolio of contracts per person responsible, with value, validity and status
- Addendum, apostille, renewal, cancellation and termination as child documents of the original contract
- Signed cancellation terminates the original contract and cancels the expected billing
- Signed addendum and renewal update the value and term of the main contract alone
- Contractual obligations with person responsible and deadline, alerted in D-7, D-1, on the day and on the delay
- Billing schedule generated from the contract value, with sending to accounts payable
- Adjustments calculated in draft, only applied when the amendment is signed
- Contract dossier bringing together parts, versions, approvals, evidence and annexes
- Expiration and renewal alerts triggered by daily job
- Approval limits by value range, type of contract and approver
- Submission for signature blocked until the required approval is received, with the request already open
- Approval tied to the approved value: increasing the value later invalidates the approval
- Queue of approvals with recorded decision and justification
- Library of clauses with standard wording and pre-approved alternative
- Automatic deviation analysis: clause outside the standard wording is highlighted before sending
- Absent mandatory clause blocks the contract; high risk requires legal
- Evidence of the contract saved with date, IP and method of each act
- Separate permissions to query, create, approve and configure
- Subscription order in waves: the next one is only invited when the previous one closes
- Link blocked for those whose turn it is not yet, without the risk of the witness signing before the contractor
- Pending optional signer does not lock the queue
- Self-signature on the company side, using the signature already configured in the dashboard
- Single subscription portal serving commercial contract and graduate adhesion via the same link
- Signature by typed text or drawing, with registered acceptance of terms
- Witnesses configured in the contract template, up to four per document
- Configurable document header and footer: font, color, background, indentation, line and logo with own size
- Authenticity term in PDF with hash and verification link
- Public verification by hash showing number, company, date and signatories, never the content
- Signed contract automatically archived in the graduate's documents
- Optional ICP-Brazil seal on top of all this, when the company activates the digital certificate
- Optional feature: turned off, the contract continues to appear exactly as it does today
- Reuse the A1 certificate (e-CNPJ) already registered with the NF-e, without uploading the same file twice
- Separate certificate only for contracts when the person signing is not the CNPJ who issues the note
- PAdES signature with SHA-256 and full string, accepted by PDF readers and the official ITI verifier
- Optional accredited authority timestamp (RFC 3161): proves date against third parties and survives certificate expiration
- Choose what is included: graduate adhesion contract, general contract, or both
- Term printed in the PDF informing holder, CNPJ, certifying authority and validity of the certificate
- Verifier within the panel: uploads the PDF and tells you if the file was changed after signing and who signed it
- Certificate expiration notice before it drops the signature
- History of each signature and each failure, with file hash and duration
- Failure to sign does not prevent the issuance of the contract, unless the company requires otherwise
- Configurable economic parameters and training structure
- Payment terms considered in the final price
- Automatic synchronization of costs coming from finance
- Realized margin tracked against planned margin
- Price sheet per package with direct cost, prorated indirect cost and expected loss
- Calculation by divider markup: tax, commission, gateway fee and default charge on the sale
- Price floor that budgets and proposals must respect in negotiations
- Target margin defined by management, applied to product, package or entire line
- Price simulator with side-by-side scenarios before publishing
- Discount policy by band, with approval authority
- Taxation by regime and break-even point calculated in the form itself
- Mass readjustment and periodic calibration with revision history
- Publication of the current table with start date and outdated price alerts
- Docas cadastradas e agendamento de recebimento por fornecedor e janela
- Conferência cega no coletor: a quantidade esperada só aparece depois da contagem
- Divergência do recebimento virando pendência para Compras, e não ajuste de estoque
- Tarefas de armazenagem geradas do recebimento, com endereço sugerido por regra
- Seis tipos de tarefa: receber, armazenar, separar, reabastecer, contar e mover
- Confirmação por leitura do endereço e do item, sem digitação de código
- Tarefa assumida por um operador não aparece para outro
- Onda de separação da expedição virando tarefas por endereço, na ordem de percurso do armazém
- Alocação por validade mais próxima, respeitando bloqueio e quarentena
- Reabastecimento do picking por mínimo, máximo e múltiplo, antes da onda e ao cruzar o mínimo
- Cross-docking do recebimento direto para a doca de saída quando existe pedido aberto
- Inventário geral e cíclico por curva ABC, com contagem cega e recontagem acima da tolerância
- Ajuste de inventário apenas na aprovação, sempre como movimento com justificativa
- Acuracidade de inventário, linhas por hora, tempo da doca ao endereço e ocupação no painel
- Etiquetas de endereço, lote e unidade logística em ZPL e PDF
- Coletor no celular com fila offline: o que foi feito sem rede sobe depois, sem duplicar movimento
- Liberação de ordem de produção podendo gerar a separação dos componentes para a linha
- Toda tarefa concluída vira movimento de estoque pelo mesmo caminho, sem escrita paralela de saldo
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