What Digital WorkMate can do today

Accounts with contacts, delivery addresses, payment terms, credit limit and payment behaviour.

Leads and opportunities through the "Lead Sales and Marketing" portfolio template and leads from Outlook; no forecasting or lead-scoring engine.

Sales orders with a status flow from quote to order, discounts, tiers, credit-limit check and links to cost estimates and production orders.

Have a customer PDF order read by an AI reader that checks order number, dates, quantities and prices against the document; show differences with the sales order and apply the lines. A ribbon button reads in a received customer order directly and the system also recognises by itself which document is a customer order; it learns per customer from earlier imports.

Own document templates per tenant with numbering, e-mail delivery, payment status and e-invoicing.

Own general ledger per tenant with automatic postings from invoices, purchasing, inventory and production. The module is still flagged as an experimental feature; a package-neutral export of posted entries is available, but a direct export to external accounting packages is not yet, and consolidation across entities or countries is missing.

Chart of accounts with default setup, cost centres, journals and posting rules. Manual journal entries (draft, post, reverse) with server-side balance control; posted entries are immutable. Close and reopen fiscal years and periods, year-end close transferring the result, trial balance, profit and loss, balance sheet and margins per customer, project and production order.

Sales invoices, purchase invoices, goods receipts, stock movements and production orders (work in progress, labour and machine absorption, variance settlement) post automatically in the same transaction as the operational action.

Receivables and payables with ageing, payments with allocation to open items and reversal, and bank accounts with uploadable statements (CAMT.053, MT940), matching suggestions and posting to the ledger.

VAT return with boxes derived from the posted entries, ICP list and finalising the return. Submitting the return to the tax authority itself happens outside DWM.

A client submits a support request from an order, product or task to the company that supports it. The request becomes a task on the provider's support board; the client sees ticket number, status, history and (when the provider shares them) the discussion and time spent, and can cancel or reopen the request, without access to the provider's board.

Shipments, carriers, shipping rules and return requests; the shipping module is still flagged as experimental.

Central item catalogue with units, packaging, sourcing type (purchased, manufactured, customer supplied) and custom attributes per product group.

Revisions with work-in-progress, released and obsolete status; released structures are protected against changes.

Multi-level BOMs with phantom assemblies, dimensions (length, width, height) and material-loss rules for saw and cutting loss.

Commercial options decide which BOM lines apply to an order or estimate; no rule-based product configurator.

Cost estimates based on the BOM; one action per component to reserve stock, create a purchase demand or a production order.

Transparent, rule-based advice per component on whether to make or buy it.

Cost price per revision, supplier prices with quantity breaks and validity date, sales prices with discount agreements.

Production orders with operations (setup, cycle and wait time), template orders as standard routings, grouping and yield/scrap per operation. The system advises the quantity to start to reach the required good quantity and shows the historical yield per product and operation, which you can adopt as the new default yield.

Operations linked to machines or work centres, availability schemes per machine and person (create time slots by dragging, copy a day and fill days), interchangeable machines through operation groups and departments per site with their own colour and rights.

Automatic priority-driven scheduler with ASAP and JIT scheduling, dependencies, critical path and a drag-to-reschedule Gantt chart. Per department you set a priority per production order, the Gantt shows department colours and filters on workplace, department and user, and a planner work list shows the operations of a user's workplaces. An operation without planned time does not block scheduling.

Flow-line planning in fixed takt periods and zones.

Start operations automatically once the electricity price drops below a per-machine threshold (NL, BE, DE/LU, FR).

Production requirements per operation (reserve, purchase, produce) and min/max replenishment rules. No classic time-phased MRP run across all orders.

Actual times, consumption and scrap per operation; planned versus actual and the cost per good piece.

In-process quality control with measurement steps, tolerances, photos and checklists recorded by the operator, with a configurable frequency (for example every first piece or every N pieces). A rejected step can block the operation, block a lot or start a non-conformance report (NCR). Non-conformance reports and audit schedules as task board templates; no SPC charts and no incoming inspection at goods receipt.

Equipment register with maintenance records and reliability figures (MTBF, MTTR).

Projects with locations, tasks, project stock and linked production orders.

Purchase orders from demand, approval, partial deliveries and receipt registration.

Purchase invoices matched line by line against order and receipt, including recognition of incoming invoices and early-payment discount.

Quote comparison through the "RFQ / Tender Comparison" portfolio template; no formal RFQ sending flow.

Stock per location, reservations per order or estimate, FIFO/FEFO per product group, min/max rules and picking with GS1 barcode scanning.

Pick orders for sales, production, replenishment, transfers and cycle counts. Create them directly from a sales order (including partial deliveries) or a production order, pick on a mobile device with barcode scanning and book every movement into the lot ledger automatically. A pick list per type, plus a packing slip of the picked lines.

Immutable lot ledger, tracing from supplier batch to customer and back, repacking with lot genealogy and production postings per lot.

Serial numbers are recorded but not yet linked to the stock ledger the way lots are.

Fixed workstations with login by PIN, QR badge, NFC or phone, linked to operations and stock locations.

Operations by priority per operator; start, park and complete with automatic time registration.

Book material consumption and good and scrapped quantities with scrap reason from the floor, with confirmation steps where needed.

Step-by-step work instructions per operation, product or revision, with measurement steps and tolerances; operators record results on the shop floor, a failure can block the order or start a non-conformance report, and the order list shows the status.

Clocking in and out, timesheets with approval and leave requests.

An agent on the factory network that reads machines and communicates with the DWM platform in real time.

Machine state, active program, tool, feed and speed, running times, cycle counts and alarms.

Subscribe, poll, read and write OPC UA nodes; commands to the machine with status feedback.

Send NC programs from DWM to the controller and record program runs.

Configurable states per machine with allowed transitions and changeover times, used by the scheduler.

Market prices are fetched hourly and power per machine is configurable; measured energy consumption only through an OPC UA signal from the machine.

Typed API with a generated client, OAuth 2.0 (authorization code and client credentials) and API keys per feature.

Generic OData V4 layer with filter, select and expand on a growing set of entities (including production orders, operations, stock, accounts, machines); not all entities yet.

Model Context Protocol endpoint with tools and resources, secured with API keys, filtered by rights and features, write actions logged in the timeline.

Integrations with your financial systems, e-invoicing and other ERP systems. Also when only the shop floor is wanted: Digital WorkMate then runs alongside your existing ERP.

Visual workflow editor to transform Excel columns and map them to DWM fields; repeatable through key fields, suitable for data migration.

Sign in through external identity providers and provision users automatically through SCIM 2.0.

Outlook add-in and e-mail integration, for example to capture leads and documents.

Ask questions about orders, products, production and purchasing; the assistant only sees what the user is allowed to see. For how-to questions the assistant searches the manual first and also finds articles when you use another common term, such as trim loss or material surcharge for material loss.

An administrator adds an AI attribute with its own instruction and chooses the AI model. After a change the system creates an analysis of the record and its related records in the background, keeps the latest results as immutable history (a result can be pinned) and shows the answer with references to existing records.

Search by meaning across business data and documents through a vector database, with permission filtering.

Support for several providers (Anthropic, OpenAI, Google, Azure) and local models through Ollama.

Text recognition and extraction from incoming purchase invoices and customer orders.

Record, transcribe (also locally with Whisper/Vosk) and generate an agenda and summary.

AI tools for orders at risk, orders due soon, stalled orders, bottleneck operations and late purchase orders.

Fully web based: desktop, mobile app, terminal and Outlook from one platform; nothing to install except the optional Monitor.

Separated customer environments, multiple sites per customer and currency per account.

Roles per object, rights per feature and a timeline of changes per record.

Custom attributes on almost every entity (24 types) and ready-made templates for task boards and portfolios.

Dashboards, charts and lists with filters and inline editing; new reports are set up by DWM, there is no self-service report builder.

Approval steps (stage gates), allowed status transitions on task boards and background jobs; no no-code rule engine.

A questionnaire about company, products, planning, shop floor and machines produces a trial environment set up for your type of company: the modules you need, work centres with standard operations, product groups, stock locations, task boards, roles and example data. Setup tasks point out the next steps, such as checking templates and supplying your own customers and suppliers as Excel.

Automated build and test pipeline and quarterly release notes; new features without an upgrade project.