Feature Overview - Bizaxl Documentation

This page lists every feature available in your dry fruit business management system. Use it to understand what is available, who is responsible for it, and how features depend on each other before exploring the individual feature guides.

Inventory and Stock Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Item Catalogue	Master record for every raw material, packaged product, and consumable your business handles	Administrator, Procurement Officer	None	All purchase, sales, and stock transactions
Batch Tracking	Tracks every stock movement by batch number for complete traceability from supplier to customer	Warehouse Manager, Quality Inspector	Item must have batch tracking enabled	Stock Ledger, Quality Inspection, Sales Invoice
Expiry Date Tracking	Automatically enforces First Expiry First Out (FEFO) so older batches are always sold before newer ones	Warehouse Manager	Batch tracking enabled on item	Delivery Note, Stock Ageing report
Warehouse Management	Defines your physical storage locations - raw material store, processing area, finished goods store, cold storage	Administrator, Warehouse Manager	Company setup	All stock entries and transfers
Stock Reconciliation	Corrects system stock counts against physical counts taken on the warehouse floor	Warehouse Manager	Existing item and warehouse records	Updated stock balances, accurate reporting
Material Request	Raises an internal request to procure or transfer stock when levels are low	Procurement Officer, Warehouse Manager	Items and reorder levels defined	Purchase Orders or internal stock transfers
Stock Entry	Records all physical movements of stock: goods receipt, transfer between warehouses, write-off, opening stock	Warehouse Manager, Store Keeper	Warehouse and item records	Stock balance updates
Landed Cost Voucher	Adds import duties, freight, and other landing costs to the value of received goods	Accounts Team	Purchase Receipt	Updated item valuation
Item Variants	Manages a product in multiple forms - for example, Almonds in 100g, 250g, 500g, and 1kg packs	Administrator	Base item record	Sales and purchase transactions
Price Lists	Maintains separate pricing for different customer types - wholesale, retail, export	Administrator, Sales Manager	Items must exist	Quotations and Sales Orders
Pricing Rules	Applies automatic discounts or promotions based on quantity, customer group, or season	Sales Manager	Price Lists	Quotations and Sales Invoices

Procurement Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Supplier Management	Maintains records for all your suppliers including contact details, payment terms, and credit limits	Procurement Officer	None	Purchase Orders, invoices, supplier scorecard
Supplier Scorecard	Evaluates supplier performance on quality, delivery time, and pricing	Procurement Officer, Quality Inspector	Purchase Orders and Quality Inspections	Supplier selection decisions
Request for Quotation (RFQ)	Sends enquiries to multiple suppliers simultaneously to get competitive pricing	Procurement Officer	Material Request or manual creation	Supplier Quotations
Supplier Quotation	Records the pricing and terms received from a supplier in response to your RFQ	Procurement Officer	Request for Quotation	Purchase Order
Purchase Order	Formally places an order with a supplier for agreed items at agreed prices	Procurement Officer	Supplier, Item, Price List	Purchase Receipt, Purchase Invoice
Purchase Receipt	Records the physical arrival of goods and updates your stock levels	Warehouse Manager	Purchase Order	Quality Inspection, Purchase Invoice, stock update
Quality Inspection on Receipt	Checks incoming batches against defined quality standards before stock is accepted	Quality Inspector	Purchase Receipt, Quality Inspection Template	Batch acceptance or rejection
Purchase Invoice	Records the supplier’s bill and creates a payable in your accounts	Accounts Payable	Purchase Receipt	Payment Entry

Sales Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Customer Management	Maintains records for all customers including contact, credit limit, territory, and pricing	Sales Manager	None	All sales transactions
Quotation	Sends a formal price proposal to a prospective customer	Sales Executive	Customer, Item, Price List	Sales Order
Sales Order	Confirms a customer’s order and reserves stock for dispatch	Sales Executive, Sales Manager	Customer, Item, available stock	Delivery Note, Sales Invoice, material reservation
Pick List	Directs the warehouse to pick specific batch and bin locations for an order	Warehouse Manager	Sales Order	Delivery Note
Delivery Note	Records the physical dispatch of goods to a customer	Dispatch Team	Sales Order, available stock	Sales Invoice, stock deduction, e-Waybill
Sales Invoice	Bills the customer for goods delivered with GST calculated automatically	Accounts Receivable	Delivery Note or Sales Order	Payment Entry, GSTR-1
Point of Sale (POS)	Fast billing terminal for walk-in customers who buy directly from your counter	Counter Staff	POS Profile, payment modes configured	Sales Invoice, stock deduction
Loyalty Programme	Awards points to repeat customers that can be redeemed for discounts	Sales Manager	Customer record	Loyalty point entries, discounts on future sales
Blanket Orders	Manages long-term supply agreements with customers at fixed rates	Sales Manager	Customer, Item	Sales Orders raised against the blanket
Promotional Scheme	Sets up time-bound promotions such as buy-2-get-1 or 10% off on orders above a threshold	Sales Manager	Price Lists	Automatic discount on qualifying transactions

Processing and Manufacturing Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Bill of Materials (BOM)	Defines the recipe for a packaged product: raw material inputs, quantities, packaging material, and production operations	Processing Supervisor, Administrator	Raw material items must exist	Work Orders, cost calculations
Work Order	Authorises and tracks a specific processing run: what to make, how much, from which raw materials	Processing Supervisor	Active BOM, raw materials in stock	Job Cards, finished goods receipt, stock deduction
Job Card	Records the progress of an individual processing step at a specific workstation	Machine Operator, Processing Supervisor	Work Order with operations defined	Work Order completion tracking
Production Plan	Schedules processing runs based on Sales Orders or forecast requirements	Processing Supervisor	Sales Orders or manual input	Work Orders, Material Requests
Workstation	Defines each processing machine or work area: capacity, operating cost, hours	Administrator	None	Job Cards, BOM operations
Downtime Entry	Records machine stoppages with reason and duration for maintenance review	Machine Operator	Active Workstation	Downtime Analysis report
Stock Entry for Manufacturing	Issues raw materials to production and receives finished goods back into the warehouse	Store Keeper	Work Order	Stock balance updates, cost of production

Quality Management Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Quality Inspection Template	Defines the inspection checklist for a product: parameters, acceptance criteria, and measurement method	Quality Manager, Administrator	Item record	Quality Inspections
Quality Inspection	Records the actual inspection results for an incoming batch or production batch	Quality Inspector	Purchase Receipt or Work Order, Inspection Template	Batch acceptance or rejection, Purchase Receipt update
Quality Goal	Sets measurable quality targets for your business or a specific process	Quality Manager	None	Quality Reviews
Quality Review	Periodic review of performance against quality goals	Quality Manager	Quality Goals	Quality Actions
Quality Action	Documents and tracks corrective actions taken to address quality failures	Quality Manager	Quality Review or Non-Conformance	Resolution tracking
Non-Conformance	Records and tracks instances where a product or process does not meet the defined standard	Quality Inspector, Quality Manager	Quality Inspection or direct observation	Quality Action
Quality Feedback	Collects structured feedback from internal teams or customers about product quality	Quality Manager, Sales Manager	Customer or internal source	Quality Reviews

Finance and Accounting Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Chart of Accounts	Defines every income, expense, asset, and liability account in your business	Accountant, Administrator	Company setup	All financial transactions
Payment Entry	Records money received from customers or paid to suppliers	Accounts Team	Sales Invoice or Purchase Invoice	Bank reconciliation, ledger entries
Journal Entry	Records manual accounting adjustments, depreciation, or corrections	Accounts Manager	Chart of Accounts	General Ledger
Bank Reconciliation	Matches your system transactions against your actual bank statement	Accounts Team	Payment Entries	Confirmed bank balance
Cost Centre and Budget	Tracks costs against specific departments or warehouses	Finance Manager	Chart of Accounts	Budget variance reports
Accounts Receivable	Shows all outstanding customer invoices and their age	Accounts Team	Sales Invoices	Follow-up and collection
Accounts Payable	Shows all outstanding supplier bills and due dates	Accounts Team	Purchase Invoices	Payment scheduling
Payment Reconciliation	Matches advance payments to invoices so your balances are correct	Accounts Team	Payment Entries and Invoices	Clean ledger entries

GST India Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
GST Settings	Configures your GSTIN, HSN codes, and tax rates for each item	GST Accountant, Administrator	Item and Company setup	All sales and purchase transactions
GSTR-1	Generates your monthly outward supply return from Sales Invoices	GST Accountant	Sales Invoices for the period	GST filing with the government
GSTR-3B	Generates your monthly summary return combining sales tax and input tax credit	GST Accountant	Sales and Purchase Invoices	GST payment and filing
e-Invoice	Generates a government-validated electronic invoice for B2B transactions above the threshold	Accounts Team	Sales Invoice submitted	e-Invoice Number added to invoice
e-Waybill	Generates the electronic way bill required for movement of goods above Rs. 50,000	Dispatch Team, Accounts Team	Delivery Note or Sales Invoice	Physical goods movement authorised
Purchase Reconciliation	Matches your purchase records against supplier GSTR-2A data to identify mismatches	GST Accountant	Purchase Invoices and GSTR-2A data	Input tax credit accuracy
HSN-wise Summary	Reports your total sales and tax by HSN code for GSTR-1 filing	GST Accountant	Sales Invoices	Filing accuracy

Customer Support Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Helpdesk Ticket	Records and tracks every customer complaint, query, or request from opening to resolution	Support Agent	Customer contact	Resolution, SLA tracking
Support Team	Defines groups of agents responsible for specific types of tickets	Administrator, Support Manager	Agents configured	Ticket assignment and routing
Service Level Agreement (SLA)	Sets response time and resolution time targets for different ticket types	Support Manager	Ticket Types configured	SLA breach alerts
Ticket Assignment Rules	Automatically assigns incoming tickets to the right agent or team based on ticket type or source	Administrator	Agents and Teams configured	Faster first response

Telephony Features

Feature	Purpose	Primary Users	Upstream Dependency	Downstream Impact
Call Log	Records all inbound and outbound calls including caller, duration, agent, and recording link	All staff	Telephony configured	Call history for every customer or supplier
Telephony Agent	Links system users to their phone extensions or SIP accounts	Administrator	Users must exist	Call routing and logging