RBAC — Role-Based Access Control Platform-wide

Granular permission engine controlling every screen, field, button, and report across all 16 modules.

Role Management

  • Unlimited custom roles per company
  • Role hierarchy & inheritance
  • Super admin / company admin / module admin
  • Role cloning & template roles
  • Time-bound role assignment
  • Location / branch-based roles
  • Guest / auditor read-only roles

Permission Granularity

  • Module-level on/off
  • Screen / page level control
  • Field-level visibility & editability
  • Button / action level (approve, delete, export)
  • Report & dashboard access
  • Data-level (own / team / all records)
  • IP address & device restrictions

Multi-Entity Access

  • Company / branch / plant isolation
  • Cross-entity role mapping
  • Consolidated view permission
  • Subsidiary access control
  • Intercompany transaction access
  • User switch between entities
  • Entity-specific menu customisation

Authentication

  • SSO (SAML 2.0 / OAuth 2.0)
  • Two-factor authentication (2FA)
  • Biometric login (mobile)
  • Session timeout management
  • Password policy enforcement
  • Login attempt lockout
  • API key management per user

Approval Engine Configurable — all modules

A single rule-based approval engine that plugs into every transactional workflow across all 16 modules — no hardcoded flows.

Workflow Builder

  • Visual drag-drop workflow designer
  • Condition-based routing (amount, dept, type)
  • Sequential / parallel approval paths
  • Escalation on non-response (SLA)
  • Auto-approval for low-value / trusted
  • Matrix approval (dual authorisation)
  • Delegation during absence

Approval Channels

  • In-app notification & one-click approval
  • Email approval (approve/reject via email)
  • WhatsApp approval notification
  • Mobile push notification
  • Bulk approval dashboard
  • Approval on behalf (delegated)
  • Offline approval queue sync

Approval Coverage

  • Purchase requisition & PO
  • Vendor invoice & payment
  • Sales order, discount & credit
  • Journal entry & bank payment
  • Leave & expense claims
  • Production order release
  • Quality deviation (NCR)

Approval Audit

  • Full approval trail per document
  • Timestamped approver actions
  • Comment / note on each step
  • Rejection reason mandate
  • Approval SLA breach report
  • Pending approvals aging dashboard
  • Approver workload analytics

Log Management & Audit Trail System-wide

Immutable, tamper-proof logs for every user action, data change, system event, and integration call across the entire platform.

Activity Logs

  • Every create / edit / delete logged
  • Field-level change tracking (old → new)
  • User, timestamp, IP, device captured
  • Record-level audit trail tab
  • Bulk action tracking
  • Print / export action log
  • Login / logout audit

Integration Logs

  • API call log (inbound & outbound)
  • Webhook delivery log & retry history
  • E-invoice push to IRP log
  • E-way bill API log
  • Bank feed sync log
  • GST portal sync log
  • 3PL / carrier API log

System Event Logs

  • Scheduled job execution log
  • Period close / open events
  • Data import / export log
  • Batch process run history
  • Email / SMS / WhatsApp delivery log
  • Error & exception log
  • Performance / slow query log

Log Analytics

  • Log search & filter (full-text)
  • Suspicious activity alerts
  • Sensitive data access alerts
  • Log retention policy (configurable)
  • Log export (CSV / SIEM integration)
  • Compliance report from logs
  • Log archival & purge policy

Platform Infrastructure Cross-cutting

Core platform services that every module consumes — notifications, integrations, customisation, and analytics.

Notification Engine

  • Rule-based notification triggers
  • In-app / email / SMS / WhatsApp / push
  • Notification template builder
  • Digest / summary notifications
  • Notification preference per user
  • Escalation notification chains
  • Read / unread tracking

Integration Hub

  • REST API (full CRUD)
  • Webhook builder (inbound & outbound)
  • Pre-built connectors (Tally, SAP, banks)
  • EDI / XML / EDIFACT support
  • Razorpay / PayU / HDFC payment
  • Shiprocket / Delhivery / FedEx
  • GST Suvidha Provider (GSP) integration

Customisation

  • Custom fields (any module, any type)
  • Custom forms & layouts per role
  • Custom document numbering series
  • Custom status workflows
  • Custom dashboards & widgets
  • Custom report builder (drag-drop)
  • White-label & branding per entity

AI & Automation

  • AI-powered demand forecasting
  • Anomaly detection (spend, inventory)
  • Smart duplicate detection
  • OCR for invoice / document capture
  • Predictive maintenance alerts
  • Auto-reconciliation (bank, GST)
  • Workflow automation (rule engine)

Multi-Company Setup

  • Unlimited companies / branches / plants
  • Intercompany transactions & elimination
  • Consolidated P&L & balance sheet
  • Shared masters (items, customers)
  • Company-wise settings isolation
  • Transfer pricing management
  • Group-level MIS

Mobile & Offline

  • Native mobile app (iOS & Android)
  • Offline data entry & sync
  • Mobile approvals & dashboards
  • Barcode / QR scanner (mobile)
  • GPS-tagged transactions
  • Mobile POS
  • Field force app with beat plan

This ERP vs Zoho — capability gap analysis Manufacturing focus

Zoho's suite (Books + Inventory + People + Creator + One) is excellent for SMBs and services businesses but has significant gaps for manufacturing. Here's where this ERP goes deeper.

What this ERP has that Zoho lacks

  • Multi-level BOM (10+ levels) with engineering vs manufacturing BOM split
  • Production planning with MRP + CRP in a single run
  • Shop floor execution with operation-wise job cards & real-time WIP
  • In-process quality control (IPQC) with control plan management
  • CMMS (preventive + breakdown maintenance) with OEE tracking
  • Job work in/out with GST Form ITC-04 compliance built-in
  • Batch manufacturing record (BMR) for pharma / process mfg
  • Tool / die / mould life tracking with shot counter integration
  • Sub-contracting lifecycle with material reconciliation
  • Dealer management with self-service portal & secondary sales capture
  • Factory Act compliance (Form 2, work permit, welfare records)
  • Shift management with multi-shift attendance and OT calculation
  • Field-level RBAC (Zoho has module-level only in Zoho One)
  • WhatsApp-based approval notifications (native, not via Zoho Flow)
  • Immutable field-level audit log with old → new value capture
  • PPAP / APQP documentation module for automotive
  • Tooling & die management with amortisation
  • Distribution route planning with beat management & GPS deviation alerts

Where Zoho Books / One is strong (match or exceed)

  • Email integration (Zoho Mail native) — needs partner integration here
  • CRM depth (Zoho CRM is best-in-class) — this ERP has sales, not CRM
  • Marketplace / app ecosystem (1000+ Zoho Marketplace apps)
  • Low-code app builder (Zoho Creator) — custom module builder here is rule-based
  • Social media management (Zoho Social) — out of scope
  • Help desk / ticketing (Zoho Desk) — only basic support ticket here
The gaps above are intentional — this ERP is a manufacturing vertical tool, not a horizontal suite. Zoho requires stitching 6–8 products and Zoho Flow automations to cover what this ERP ships as a single integrated platform.