# MAGNUM ERP # Workflows **Project:** MAGNUM ERP - Engineering Operations Platform **Company:** MAGNUM ENGINEERING **Document Version:** 1.0 **Status:** Active Development --- # Introduction MAGNUM ERP is designed around business workflows rather than individual software pages. Every enquiry, quotation, drawing, BOQ, purchase order, and project follows a defined engineering process. The objective is to ensure every department follows the same procedures while providing complete visibility throughout the lifecycle of every project. --- # Master Engineering Workflow ```text Customer Enquiry │ ▼ Customer Record │ ▼ Create Enquiry │ ▼ Technical Review │ ▼ Site Visit (Optional) │ ▼ Engineering Design │ ▼ BOQ Development │ ▼ Estimate │ ▼ Management Approval │ ▼ Quotation │ ▼ Customer Decision ┌─────────────┴──────────────┐ ▼ ▼ Awarded Unsuccessful │ ▼ Project Creation │ ▼ Procurement │ ▼ Construction │ ▼ Commissioning │ ▼ Project Close-Out ``` --- # Workflow 1 – Customer Management Purpose Maintain a complete history of every customer. Process * Create customer * Add contacts * Store addresses * Upload customer documents * View customer history * View previous quotations * View previous projects --- # Workflow 2 – Enquiry Management Every new opportunity starts as an enquiry. Stages * New * Assigned * Site Visit * Technical Review * Design * BOQ * Estimating * Awaiting Approval * Quoted * Won * Lost * Cancelled Automatic Tasks * Contact customer * Assign estimator * Set due date * Upload enquiry documents --- # Workflow 3 – Site Visit If required, MAGNUM ERP creates a site visit task. Information Captured * Site address * Visit date * Engineer * Photographs * Measurements * Notes * Risks * Client comments Output Site Visit Report --- # Workflow 4 – Design Department Purpose Produce engineering documentation. Activities * Drawings * Calculations * Specifications * Revisions * Internal Review * Approval Documents Produced * PDF Drawings * CAD Files * Calculation Sheets --- # Workflow 5 – BOQ Builder Purpose Create the Bill of Quantities. Stages * Create BOQ * Add Sections * Add Items * Enter Quantities * Technical Review * Approve BOQ Linked Information * Materials * Labour * Equipment * Engineering Notes --- # Workflow 6 – Estimating Purpose Determine project cost. Pricing Includes * Materials * Labour * Equipment * Subcontractors * Consumables * Waste Factors * Productivity Factors * Overheads * Profit * Contingency Output Approved Estimate --- # Workflow 7 – Quotation Purpose Generate a professional quotation. Stages * Estimate Complete * Internal Review * Management Approval * PDF Generation * Email Customer * Track Status Possible Outcomes * Awarded * Revision Required * Lost --- # Workflow 8 – Project Creation When a quotation is accepted, MAGNUM ERP automatically creates: * Project Number * Project Folder * Project Workspace * Task List * Document Register * BOQ * Customer Links Assigned To Project Manager --- # Workflow 9 – Task Management Every enquiry and project generates tasks. Task Status * Not Started * In Progress * Waiting * Completed * Cancelled Task Priority * Low * Medium * High * Critical Tasks May Include * Site Visit * Produce Drawing * Create BOQ * Estimate Labour * Estimate Materials * Review Quote * Order Materials * Site Inspection * Handover Documentation --- # Workflow 10 – Procurement Purpose Purchase materials and services. Activities * Select supplier * Request quotation * Compare supplier pricing * Create purchase order * Manager approval * Delivery tracking * Goods received * Update stock --- # Workflow 11 – Project Management Project Workspace Contains * Overview * Tasks * Drawings * BOQ * Quotations * Variations * Purchase Orders * Deliveries * Documents * Site Photos * Progress * Financial Summary --- # Workflow 12 – Document Control Every document belongs to: * Customer * Enquiry * Project * Quotation * BOQ Document Types * Drawings * PDFs * Excel Files * Word Documents * Site Photos * Contracts * Purchase Orders * Delivery Notes * Calculations All documents maintain revision history. --- # Dashboard Workflow When users log in they should immediately see: Estimator * My Enquiries * My BOQs * Quotations Due * Outstanding Tasks Designer * Drawings Awaiting Review * Drawing Revisions * Design Tasks Project Manager * Active Projects * Delayed Tasks * Site Progress * Purchase Orders Management * KPIs * Revenue Pipeline * Quotation Success Rate * Active Projects * Department Performance --- # Workflow Automation MAGNUM ERP automatically: * Creates enquiry numbers * Creates quotation numbers * Creates project numbers * Generates default task lists * Sends notifications * Updates dashboards * Records audit history * Creates document folders * Tracks revisions * Produces PDF quotations --- # Guiding Principle MAGNUM ERP is designed so users do not need to remember the next step. The system guides every user through the correct engineering process, ensuring consistency, accountability, and complete visibility from the initial enquiry to final project completion.