# MAGNUM ERP # Business Workflows **Project:** MAGNUM ERP **Company:** MAGNUM ENGINEERING **Version:** 0.1 --- # Purpose This document defines the standard business workflows used within MAGNUM ERP. The application is workflow-driven, meaning users are guided through business processes rather than navigating disconnected screens. Each workflow consists of stages, responsibilities, tasks, approvals, and deliverables. --- # Workflow 1 – Customer Enquiry ## Objective Capture a new customer enquiry and prepare it for estimating. ### Process ```text Customer Contact ↓ Create Customer (if new) ↓ Create Enquiry ↓ Assign Estimator ↓ Assign Due Date ↓ Upload Customer Documents ↓ Review Requirements ↓ Proceed to Technical Assessment ``` ### Deliverables * Customer Record * Enquiry Record * Assigned Estimator * Due Date * Supporting Documents --- # Workflow 2 – Technical Assessment ## Objective Determine the engineering work required before pricing. ### Process ```text Open Enquiry ↓ Review Scope ↓ Site Visit Required? │ ┌────┴────┐ │ │ YES NO │ │ ▼ ▼ Create Continue Site Visit Task ↓ Engineering Review ↓ Design Required? ↓ Approve Technical Scope ``` ### Deliverables * Site Visit Report * Technical Notes * Design Requirement * Scope Approval --- # Workflow 3 – Engineering Design ## Objective Produce and approve engineering drawings. ### Process ```text Design Task Created ↓ Create Drawings ↓ Engineering Calculations ↓ Internal Review ↓ Drawing Revision ↓ Approval ↓ Release for Estimating ``` ### Deliverables * Drawings * Calculations * Revision History * Approved Design --- # Workflow 4 – BOQ Development ## Objective Produce the Bill of Quantities. ### Process ```text Approved Design ↓ Create BOQ ↓ Engineering Sections ↓ Add Items ↓ Measure Quantities ↓ Technical Review ↓ BOQ Approved ``` ### Deliverables * BOQ * Quantities * Engineering Notes --- # Workflow 5 – Estimating ## Objective Calculate project cost. ### Process ```text Approved BOQ ↓ Material Pricing ↓ Labour Pricing ↓ Equipment Pricing ↓ Subcontract Pricing ↓ Apply Waste Factors ↓ Apply Productivity Factors ↓ Apply Overheads ↓ Apply Profit ↓ Apply Contingency ↓ Estimate Review ↓ Approved Estimate ``` ### Deliverables * Material Cost * Labour Cost * Equipment Cost * Total Estimate * Selling Price --- # Workflow 6 – Quotation ## Objective Generate and issue a professional quotation. ### Process ```text Approved Estimate ↓ Generate Quotation ↓ Internal Review ↓ Management Approval ↓ Generate PDF ↓ Email Customer ↓ Await Response ``` ### Possible Outcomes * Awarded * Revisions Required * Lost * Cancelled --- # Workflow 7 – Project Creation ## Objective Convert a successful quotation into a live project. ### Process ```text Quote Awarded ↓ Create Project ↓ Assign Project Manager ↓ Generate Project Folder ↓ Import BOQ ↓ Import Documents ↓ Generate Tasks ↓ Ready for Procurement ``` ### Deliverables * Project Workspace * Task List * Document Register --- # Workflow 8 – Procurement ## Objective Purchase materials and services. ### Process ```text Project Requirements ↓ Select Supplier ↓ Generate Purchase Order ↓ Manager Approval ↓ Issue Purchase Order ↓ Track Delivery ↓ Receive Goods ↓ Update Stock ``` ### Deliverables * Purchase Orders * Delivery Notes * Supplier History --- # Workflow 9 – Project Execution ## Objective Manage work during construction. ### Process ```text Project Started ↓ Assign Site Team ↓ Daily Tasks ↓ Progress Updates ↓ Site Photos ↓ Variation Orders ↓ Quality Inspections ↓ Completion Inspection ``` ### Deliverables * Progress Reports * Site Diary * Variations * Photos --- # Workflow 10 – Project Close-Out ## Objective Complete and archive the project. ### Process ```text Final Inspection ↓ Snag List ↓ Client Approval ↓ Handover Documents ↓ Archive Project ↓ Project Closed ``` ### Deliverables * Completion Certificate * Handover Pack * Archived Project --- # Workflow 11 – Task Management Every enquiry and project automatically generates tasks. ## Task Status * Not Started * In Progress * Waiting * Completed * Cancelled ## Task Priorities * Low * Normal * High * Critical Tasks can be assigned to: * Estimators * Designers * Project Managers * Purchasing * Site Supervisors * Administrators Tasks appear on the user's dashboard and remain visible until completed. --- # Workflow 12 – Document Management Every document uploaded into MAGNUM ERP must be linked to one or more business records. Document types include: * Drawings * BOQs * Quotations * Purchase Orders * Site Photos * Contracts * Calculations * Specifications * Delivery Notes * Completion Certificates Documents are version controlled and stored within the relevant enquiry or project. --- # Workflow Automation MAGNUM ERP will automate repetitive activities wherever possible. Examples include: * Automatically creating default tasks when an enquiry is created. * Creating a project automatically when a quotation is marked as awarded. * Generating purchase order numbers. * Creating PDF quotations. * Sending email notifications. * Recording user activity in the audit log. * Updating dashboard KPIs in real time. --- # Long-Term Workflow Vision MAGNUM ERP is designed so that every engineering activity follows a controlled, traceable process. Instead of users deciding what to do next, the system presents the next logical action based on the current stage of the enquiry or project. This ensures consistency, improves productivity, reduces errors, and gives management complete visibility of every stage of the engineering lifecycle.