3. Plumbee Overview

3.1. Key features

• Tabular display of form records
• Filters, sorting, and pagination
• Role-based customization
• Inline actions such as Edit, View

3.2 Advanced Capabilities

• Colour coding or bullets for status flags
• Inline editing for specific fields
• Drill-down to sub-forms
• Footer totals and summaries

3.3. Mobile Optimized Design

• Responsive layout on all devices
• Actions as icons on mobile
• Expandable row details

3.4. Security & Access Control

• Role-based visibility of data and actions
• Audit logging of key interactions
• Conditional action availability

4. Data Capturing Controls in PlumBee framework

4.1. Basic Input

• Text Box
• Text Area
• Dropdown (Single Select)
• Time Picker
• Dropdown (Multi Select)
• Datetime picker
• checbox Picker
• File upload

4.2. Media & Document

• File Uplaod
• Multi File Uplaod
• Photo Control
• Print Screen Button
• Signature Pad
• File upload

4.3. Data-Aware & Smart

• SQL Autofill
• Dependent Dropdown
• Calculated Field
• Recalculation
• Read-Only Label
• Server-Push Field

4.4. Checklist & Grid

• Checklist Control
• Excel Control
• Thread Control
• Stage Tag

4.5. Communication & ID

• Mobile Field
• Email Field
• PAN Field
• GST Field

4.6. Workflow & Metadata

• Mobile Field
• Email Field
• PAN Field
• GST Field

4.7. Enrichment & AI

• QR Control
• Barcode Scanner
• Run Chart Field
• URL Control
• Frame Control

4.8. Advanced

• QR Code Scanner
• Barcode Scanner
• URL Control
• Run Chart Field
• HTML Report Field

5. Data validation in Plumbee

5.1. Multi-level Layers

• Client-Side Validation
• Submit-Time Validation
• Server-Side Validation
• Core Engine Validation

5.2. Control-Level Validations

• Mandatory
• Read Only
• Pattern (e.g. PAN, Email)
• Date Validations
• Past Date Only
• Future Date Only
• No Future Allowed
• Format Validators
• Email, PAN, GST, Mobile
• File Upload Validation
• File size, type, extension

5.3. Example Scenarios

• Example 1 - Mandatory - ‘Leave Type’ must be filled
• Example 2 - Read Only Auto-filled ‘Employee Code’
• Example 3 - Date Validation (Past Only) ‘Birth Date’ restricted to past dates
• Example 4 - Pattern Validation PAN matched on regex

5.4. Summary

• Reduces developer effort
• Runs logic on desktop
• Data accuracy & consistency

6. Database Management Features in PlumBEE

6.1. Form-to-Table Synchronization

• Automatic mapping to backend tables

6.2. Auto Indexing and Key Definition

• Automated manual indexes, keys, SQL

6.3. Real-time Validation at Database Level

• Applying mandatory, numeric, date rules

6.4. Table Definition Viewer

• Shows table export and import

6.5. Secure Data Access Controls

• Role-based, and branch-level filtering

6.6. Import/Export from Excel

• Bulk data import & export, validation

6.7. Auto Archiving and Backup Configuration

• Scheduled backups & data archiving

6.8. Developer Table Locking

• System tables lockable by developers

6.9. Audit Trail and Version Control

• Recorded changes, user & timestamp

6.10. Private Tables and Isolated Views

• Restricted access for specific roles

6.11. Dynamic SQL and Custom Views

• Create reusable views using filtered datasets

6.12. Automatic Data Cleanup

• Scheduled deletion or archiving rules

7. Developer & Debugging Features in PlumBee

7.1. Developer-Friendly Environment Setup

• Dedicated testing & production modes
• Production changes locked with override

7.2. Database management Tools

• Auto synchronization, table viewer
• Restricted access to system tables

7.3. Intelligent Global Search Tools

• Keyword search in forms, SQL, documentation
• Auto-generate field usage reports

7.4. Testing console

• Simulate field entry, workflows
• Test user roles

7.5. Audit and Activity Trails

• Track who modified
• Audit log

7.6. Auto Help system for Developers

• ER Diagrams, Workflow visualisations
• Configuration snapshots

7.7. Intelligent warnings and alerts

• Warn for long comments, deprecated functions.
• Alerts on deployment without roles

7.8. Auto design documentation

• Fields lists, access controls, triggers
• Auto-generate from design Docs

7.9. Visual Diagram generation

• Workflow and ERD diagrams
• Dashboards diagrams

7.10. Production Environment Restrictions

• No Direct Form or Table Modifications
• Role-based access
• Read-only Designer Mode
• Data-Level Restrictions
• Logging & Audit Trails
• Limited Script execution
• No Schema changes
• Controlled Deployments
• Critical action confirmation

8. Security features

8.1. Security Controls

• HTTPS enforced; hyperlinks, hidden fields encrypted; dev tools tampering auto logout

8.2. User Authentication

• Optional MFA; form-specific OTP; CAPTCHA

8.3. Monitor & Log

• Full audit trail; developer change logs; malicious alerts

8.4. Integrity protection

• No backdated entries; version controlled documents; post-state lock

8.5. Logic validation

• Server-side validations; logical consistency checks; conditional restrictions

8.6. Access Governance

• Role-based access; branch/location restrictions; secure external links

8.7. Unique Identifier

• Each request is assigned a unique ID

8.8. Random number generation

• Random number assigned with each submit

8.9. Access Control

• Configures access rights for users and roles

8.10. Audit logging

• Logging of all inserts, updates, and deletes

8.11. CAPTHA Verification

• CAPTCHA included on login and submit screens

9. Types of workflow in Plumbee framework

9.1. Standard Multi-Stage Workflow

• Used in Vendor bill approval; stages are entry Verify Post

9.2. Role-based Dynamic Workflow

• Used in capital expenditure

9.3. Matrix workflow (Role – Branch)

• Used in multi-branch leave application, approver determined by branch form

9.4. Recurring workflow

• Used in daily machine checklist, resets daily for operators

9.5. Easy flow Visual Workflow

• Used in employee onboarding stages are Entry Verify Approve Post

9.6. Attachment-Based workflow

• Used in employee reimbursement workflow required specific supporting receipts

9.7. External Approval workflow

• Used in resume-feedback from college mentor; external reviewer invited by email

9.8. AI-Triggered workflow

• Used in RFP analysis; GPT highlights key term and routes if penalty applicable. TL/Day

9.9. Escalation workflow

• Used in customer complaints; if delayed beyond (hold, escalated to service head)

9.10. Parallel workflow

• Used in protect approval, legal, technical) and commercial roles approve in parallel.

9.11. Commonly-only Workflow

• Used in internal requests stakeholders add remarks or observations

9.12. OTP-Protected workflow stage.

• Used in final salary approval; posting required CITP via SMS to complete

10. Reporting Features in Plumbee

10.1. Types of reports

• Standard
• Listing
• Dynamic
• Dashboard
• Scheduler
• Charts

10.2. Drill-down and linked reports

• Column selection custom filters
• Group-by & aggregates
• Save as template
• Export or Schedule

10.3. Scheduled Reports

• Custom timing (Daily, weekly, monthly)
• Delivery via email, message, FTP
• Includes charges, KPIs

10.4. Mobile access & command based reporting

• Bar, Line, Pie, Area, Adhoc, Funnel
• Drill-down dashboards
• Conditional colouring

10.5. Unique reporting features

• AI generated summaries
• On-click approval/rejection
• Drill-through data views
• Custom access control
• Inline filtering, surfing, export chart reports with toggles.

10.6. Real-Life scenarios Using plumBee reports

• Daily sales report on Whatsapp
• Regional manager need daily sales figures.
• Scheduled report runs at 6:00 pm
• Auto-sent to Whatsapp with summary charts
• Manager can text Sales today for live status

10.7. Dynamic procurement dashboard

• Monthly procurement review
• Dynamic report shows ordered report shows order vs, received
• Displays vendor delay summary
• Drill-down links open PO Forms

10.8. Employee Tree view for HR

• HR Reviews a transfer candidate
• HR Clicks employee row in report
• Opens child tabs, family, education, attendance
• One-stop structure review

10.9. Finance Audit report

• Auditor needs expense summary
• Register report lists call claims
• Each row links to scanned bills and approvals
• Auditor approves inline or flags issues

11. Navigation in PlumBee

11.1. Main Navigation areas

• Top global bar, for user, role, od notifications
• Collapsible left side min for forms, reports, actions
• Only permitted forms logged-in role are shown

11.2. Navigation Methods

• Click-based navigation
• Gesture support on mobile
• Global search bar quick access

11.3. Structure of Navigation Entities

• Label and icon
• Link type & Access role
• Display condition & action on click

11.4. Role-Based Form Access

• Only permitted forms list – shown
• Opens child forms
• Opens child forms

11.5. Special Navigation Features

• Quick access panel
• Floating search shortcuts
• Breadcrumb trail

11.6. Navigation Between Linked Forms

• Open child forms, in panels
• Parent environment
• Slickable charts with filters

11.7. Mobile Optimizations

• Menu collapses automatically
• Uses mobile keyboards, camera
• GeoTagging, WhatsApp protected

11.8. Security in Navigation

• Menu clicks are secure events
• Assign icons, filters, tags
• Preload filters in reports tabs

12. PlumBee Framework – Real-World ERP Implementation

12.1. Customer Segments

• Education
• IIT Jammu
• IIT Tirupati
• IIIT Hyderabad
• MNIT Jaipur
• NSUT Delhi

12.2. Logistics & Fleet

• PBL Transport
• IRSM

12.3. Law & International

• Mundiex (USA)
• Simple Law (USA)

12.4. Manufacturing

• Deevyashakti Papers, Orient Cements
• Asahi Glass
• Windshield Experts

12.5. Banking

• Karnataka Bank
• Corporation Bank
• Andhra Bank

12.6. Media

• Reliance Broadcasting Network

12.7. ERP Modules Implemented

• Setup & Configuration
• Multi-organization branch setup
• Access rights, document series

12.8. Sales & CRM

• Shopping cart, leads, quotations
• Sales orders, customer dashboard

12.9. Production

• Production logs, equipment, breakdown and maintenance

12.10. Projects

• Task assignment, expense vs income comparison, location lagging

12.11. Finance

• Cheque management, bank reconciliation, TDS / GST

12.12. Unique Functionalities

• Mobile-Only Access
  o Field engineers fill forms from WhatsApp
• WhatsApp / Telegram Integration
  o Command-based reports, approvals
  o Instant document preview links

• Offline Field Operations
  o Offline JSON form submission
  o Photos, notes, location

• RFP and Resume AI
  o Auto-summarizes EMD, scored MCQs
  o QR, Barcode, UPI Image Reading

12.13. Practical Workflows

• Purchase Flow (with Approvals)
  o Indent approval on WhatsApp
  o Auto quotation comparison
  o PO, GRN, payment

• Education Process
  o Online admission form
  o Auto fee generation

• Logistics
  o Vehicle assignment via Telegram
  o Checklist, GPS check-in, delivery

• AI-Driven Resume Evaluation
  o Resume upload
  o Extracted skills, scored MCQs

12.14. Administrative Controls

• Audit Trails
• OTP Approval
• Branch Permissions
• Developer’s Logs

13. Education Modules in PlumBee Framework

13.1. Institution Setup & Branch Configuration

• Configure systems structure

13.2. Academic Timetable

• Assign to calendar

13.3. Leave Application

• Issues faculty uploads, solutions via deadline

13.4. Student Admission Management

• Online application

13.5. Class Attendance

• Unlocks student schedule

13.6. Library Management

• Issues test schedule, VABs

13.7. Student Master

• Online application via documents

13.8. Assignment & Submission Tracker

• Status, teaching solutions

13.9. Complaint/Feedback

• Shows teaching load, dues, remarks

13.10. Course & Subject Management

• Define provided dues

13.11. Exam Scheduling & Hall Ticket

• Exam scheduling & hall ticket

13.12. Student Progress Card

• Disciplinary action log

13.13. Fee Structure Definition

• Schools, prior to ratio charting

13.14. Student ID Card Generation

• Hostel management

13.15. Placement & Training Tracker

• Project & Thesis submission

13.16. Scholarship Assignment

• Implements as required

13.17. Hostel Management

• Define hostels, floors

13.18. Notice Board Management

• Academic calendar

13.19. Grading Criteria Support

• Evaluation rubric documentation

13.20. Complaint/Feedback

• Presenting assignments

13.21. Certificate Request

• Certificate request

13.22. Academic Timetable

• Assign via regulations

13.23. Student Progress Card

• Student progress card

13.24. Alumni Management

• WhatsApp integration

13.25. Student Progress Card

• Disciplinary action log

13.26. MCQ Generator from Syllabus

• AI extracts topics and TPA

13.27. Face Recognition Attendance

• MCQ generator from syllabus

13.28. Student Activity Tracker

• Placement & tracker

13.29. Auto Documentation for Teachers

• Class log, syllabus pane

14. Commercial Model

14.1. CRM

• Lead Management
• Opportunity Pipeline
• Account Management
• Communication Tracking
• Campaign Management

14.2. PURCHASE

• Indent & Requisition
• Purchase Indent Approval
• Request for Quotation (RFQ)
• Online Vendor Quotation Submissions (Bid)
• Vendor Quote Comparison
• Purchase Order
• Service Work Order
• Purchase Order Approval
• Purchase Order Amendment
• Goods Receipt Note
• Purchase Returns
• Mange old Orders
• Purchase JV
• Document Attachments
• Purchase Reports

14.2.1. SALES

• Sales Quotations
• Sales Orders
• Sales Order Approval
• Delivery Challans
• Sales Invoices
• Sales Returns
• Stock Transfers
• Stock for Sales
• Manage old Orders
• Sales Persons
• Sales Targets
• Sales JV
• Document Attachments
• Sales Reports
• Dashboards

14.3. INVENTORY

• Stores Issue Indent
• Stores Issues
• Material Returns
• Stock In/Out (Inter Branch)
• Job Order In/out
• Stores Valuation
• Stocks & Stock Reports
• Put away Process (Stock Reservations)
• Consumption JV (Subject to finance module)
• Warehouse Bin Definition

14.4.FINANCE

• Chart of Accounts
• Voucher System
• Bank Integration
• Cash & Fund Flow Reports
• TDS, GST & Tax Compliance
• Balance sheet Schedules – VI
• Chart of Accounts
• Cost Centers
• Budgets
• General Ledger GL
• Bank transactions
• Cash Transactions
• Dr / Credit Notes
• Journal Vouchers
• Accounts Receivables
• Accounts Payables
• Contra – funds transfer
• Account Setoffs
• TDS
• Simple Bank Reconciliation
• TDS Form Tracking
• Inter Branch Vouchers
• Finance Reports (TB, P & L, and Balance Sheet etc.)
• Dashboards

14.5.PRODUCTION

• Bill of Materials
• Work Orders
• Process Routing
• WIP Tracking
• Material Requirement Planning (MRP)
• Production Planning
• Production Scheduling (Excl machine scheduling)
• JOB Card
• Production Log
• Adjustments
• Reports
• Batch Tracking
• Dashboard

14.6.FIXED ASSETS

• Masters – Fixed Asset Groups
• FA GRNs
• Capitalization
• Fixed Asset Register
• Asset Movement
• Depreciation (IT Law/ Company Law)
• Reports

14.7. PLANT MAINTENANCE

• Masters - Machinery
• Machine Details
• Machine Utilization
• Machinery Movement
• Insurance Details
• Maintenance History
• Preventive Maintenance
• Work done
• Asset Repair Details (WBS)
• Expenditure details

14.8. QUALITY CONTROL

• Masters - Machinery
• Machine Details
• Machine Utilization
• Machinery Movement
• Insurance Details
• Maintenance History
• Preventive Maintenance
• Work done
• Asset Repair Details (WBS)
• Expenditure details

14.9. OFFICE MANAGEMENT

• Task management
• Ticketing management
• Workflow
• Meetings management
• Alerts & Notifications

14.10. DOCUMENT MANAGEMENT

• Centralized Document Repository
• Upload, Attach & Capture
• Version Management
• Security & Access Control
• Intelligent Search & Retrieval
• Integration with Workflow & Approvals
• Mobile & Remote Accessibility