Manufacturing ERP System Requirements Document

Introduction

The Manufacturing ERP project aims to develop a modern web-based ERP platform tailored for engineering and manufacturing companies. The primary audience includes small to medium-sized enterprises in India, emphasizing cost-effectiveness, ease of use, and full customizability to meet diverse client requirements.

System Overview

The Manufacturing ERP platform is designed to streamline operations across various departments within engineering and manufacturing companies. It supports multiple industries with configurable modules, ensuring a stable and maintainable product. The system will be developed using a modern tech stack, focusing on delivering a user-friendly experience and efficient resource management.

Functional Requirements

• As a User, I should be able to authenticate using JWT and refresh tokens.
• As an Admin, I should be able to manage users, roles, and permissions.
• As a Company Manager, I should be able to configure companies, plants, and departments.
• As a Finance Manager, I should be able to manage financial years and number series.
• As a Workflow Manager, I should be able to define and manage workflows.
• As a User, I should be able to view audit logs and manage attachments.
• As an Admin, I should be able to configure system settings and view dashboards.
• As a User, I should receive notifications for relevant updates.
• As a Business Partner Manager, I should be able to manage business partners, customers, and vendors.
• As an Inventory Manager, I should be able to manage items, item groups, brands, and categories.
• As a Sales Manager, I should be able to manage leads, opportunities, quotations, and sales orders.
• As a Purchase Manager, I should be able to manage purchase requisitions, RFQs, and purchase orders.
• As an Inventory Manager, I should be able to track stock, manage warehouse transfers, and perform stock adjustments.
• As an Engineer, I should be able to manage BOMs, routings, and engineering change notices.
• As a Production Manager, I should be able to plan production, manage MRP, and track WIP.
• As a Quality Manager, I should be able to conduct inspections and manage NCRs and CAPAs.
• As a Maintenance Manager, I should be able to manage assets, preventive maintenance, and breakdown maintenance.
• As a Finance Manager, I should be able to manage general ledgers, payments, and receipts.
• As a User, I should be able to generate reports in PDF, Excel, and CSV formats.

User Personas

• Admin: Manages the overall system, user roles, and permissions.
• Company Manager: Oversees company-specific configurations and operations.
• Finance Manager: Handles financial operations and reporting.
• Workflow Manager: Manages and optimizes business workflows.
• Business Partner Manager: Manages relationships with customers and vendors.
• Inventory Manager: Oversees inventory management and stock control.
• Sales Manager: Manages sales processes and customer interactions.
• Purchase Manager: Handles procurement and vendor management.
• Engineer: Manages engineering processes and documentation.
• Production Manager: Oversees production planning and execution.
• Quality Manager: Ensures product quality and compliance.
• Maintenance Manager: Manages equipment maintenance and repairs.

Core User Flows

• Admin configures user roles -> User logs in -> Accesses dashboard -> Receives notifications
• Company Manager sets up company details -> Configures plants and departments -> Manages financial years
• Finance Manager processes payments -> Generates financial reports -> Reviews audit logs
• Inventory Manager updates stock levels -> Performs warehouse transfers -> Conducts stock adjustments
• Sales Manager creates sales orders -> Manages customer returns -> Generates sales reports
• Purchase Manager issues purchase orders -> Receives goods -> Rates vendors
• Engineer updates BOM -> Revises routing -> Issues engineering change notice
• Production Manager plans production -> Issues job cards -> Tracks WIP
• Quality Manager conducts inspections -> Manages NCRs -> Implements CAPAs
• Maintenance Manager schedules maintenance -> Manages spare parts -> Logs breakdowns

Visuals Colors and Theme

• primary: #2A9D8F (Teal)
• primary_light: #A8DADC (Light Teal)
• secondary: #E76F51 (Coral)
• accent: #F4A261 (Orange)
• highlight: #E9C46A (Gold)
• bg: #F1FAEE (Off White)
• surface: rgba(42, 157, 143, 0.8)
• text: #264653 (Dark Blue)
• text_muted: #8D99AE (Muted Gray)
• border: rgba(38, 70, 83, 0.2)

Signature Design Concept

The homepage will feature an interactive 3D factory floor model using @react-three/fiber and @react-three/drei. Users can navigate through different sections of the factory, each representing a module of the ERP system. Hovering over a section will display key features and benefits, while clicking will provide detailed information. The design will include smooth transitions and animations using framer-motion, creating an engaging and immersive experience.

Interaction Model & Motion Direction

The landing page will use a "parallax" interaction model, providing a layered depth effect as users scroll through the content. Each section will have a unique interactive element, such as a 3D scene or kinetic typography, to maintain user engagement and convey the dynamic nature of the ERP system.

Non-Functional Requirements

• The system must be scalable to support multiple clients with varying configurations.
• Ensure high availability and reliability, with a target uptime of 99.9%.
• The platform should be optimized for performance, with page load times under 3 seconds.
• Implement robust security measures, including data encryption and secure access control.
• The system should be easily maintainable by a single developer.

Tech Stack

• Frontend: React, TypeScript, Vite, Material UI (MUI), React Query, React Hook Form, AG Grid, React Router
• Backend: Node.js, NestJS, TypeScript
• Database: PostgreSQL
• ORM: Drizzle ORM
• Authentication: JWT, Refresh Tokens, RBAC
• File Storage: Local Storage (Development), MinIO / S3 (Future)
• Reports: PDF, Excel, CSV

Assumptions and Constraints

• The system will be developed and maintained by a single developer.
• The platform must be cost-effective and customizable to meet client-specific needs.
• The ERP system should be easy to use, with an intuitive user interface.
• The project will prioritize stability and maintainability over feature complexity.

Glossary

• ERP: Enterprise Resource Planning
• JWT: JSON Web Token
• RBAC: Role-Based Access Control
• BOM: Bill of Materials
• MRP: Material Requirements Planning
• WIP: Work In Progress
• NCR: Non-Conformance Report
• CAPA: Corrective and Preventive Action

This document outlines the comprehensive requirements for the Manufacturing ERP project, ensuring alignment with the goals of cost-effectiveness, ease of use, and customizability for small to medium-sized engineering and manufacturing companies in India.