Platform reference

Everything Nexeion does, listed in full.

135 shipped capabilities across 11 modules. Nothing here is a roadmap item. Where a capability has a real limit, the limit is stated rather than omitted — you will check during evaluation anyway.

Inventory & Catalog

14 capabilities

One reconciled stock picture across locations, quality states and sales channels — not a warehouse number and a spreadsheet that disagree.

Unified product & material catalog: Finished products, raw materials and packaging in one register: SKU, photo, category, supplier, unit of measure, cost, price, reorder and safety-stock levels, barcodes, expiry and storage requirements, across 19 built-in inventory classes.
Live stock position: On-hand, reserved, available-to-promise, QA-available, quarantined, on hold, rejected, expired, returned and damaged — plus what is allocated to each sales channel, with drill-down by warehouse, lot, batch and channel.
Lot, batch and expiry tracking: Incoming material is tracked as ingredient lots with supplier lot number, received date, expiry, storage location, COA document and identity-test result; finished goods are tracked as batches.
Automatic quarantine on receipt: Every inbound raw-material lot lands in quarantine by default and cannot be consumed until QA releases it against a recorded identity test.
One-click item templates: Start a new SKU from a Finished Product, Material or Packaging template that pre-fills type, class, unit, tracking mode, reorder levels and storage notes.
Bundle & kit SKUs: Define a finished product as a bundle of other stocked items with per-component quantities, so multi-packs and gift sets do not require fake stock records.
Product photos on every item: Images shown in lists, detail views, adjustment screens and transfer lines, so staff pick and count the right thing.
Search, filter and shareable views: Search by name, SKU, barcode or lot; filter by type, lifecycle, stock status, class, category and expiring-within-N-days. Every filter combination is a shareable URL.
Item categories: Colour-coded groupings used for filtering, reporting, stocktake scoping and putaway rules, with case-insensitive duplicate detection.
Stock adjustments with GMP reason codes: Every correction carries an adjustment type and a required reason code — cycle-count variance, damaged stock, expiry and more.
Automatic risk flagging and second-person review: Adjustments are scored normal, review or critical, flagging unusually large changes, zeroed balances and high-value corrections into a review queue.
Bulk import and filtered export: Import items from CSV against a downloadable template with per-row validation; export exactly the rows on screen — same search, filters and sort — as a formatted Excel workbook.
Unified inventory history timeline: One chronological feed of every stock movement, batch and lot event, return and channel snapshot, with a CSV export that takes an explicit timezone so date boundaries mean what you intend.
Saved inventory views: Save a filter combination as a named preset and reapply it in one click. Presets currently live in the user’s own browser rather than syncing across devices.

Warehouse Operations

12 capabilities

Model the inside of the building — zones, bins, capacities — then let the system direct putaway, picking and counting.

Multi-warehouse network: Owned facilities, 3PL sites, consignment locations, in-transit and virtual warehouses, each with code, address, GMP-registration flag and FDA facility ID.
Bin & zone layout: Bins grouped into zones with a bin type — storage, quarantine, retain, receiving, shipping, rejected — and optional weight (kg) and volume (m³) capacity limits.
Per-warehouse and per-bin balances: On-hand and reserved quantities broken out by site and bin, so one SKU is tracked across several locations at once.
Directed putaway rules: Priority-ordered rules matching item, category and zone hint to a target zone or exact bin, plus an on-demand lookup that answers “where does this go?” against the live rule set.
Wave picking: Group multiple pickable sales orders into one numbered picking wave and run it through planned → released → picking → completed.
Physical stocktakes with variance reconciliation: Open a counting session scoped to a category, location or warehouse; the system snapshots expected quantities, counters enter actuals with scan-to-find, and variances reconcile into adjustments.
ABC classification & automated cycle counting: Items ranked A, B or C by Pareto analysis of 12 months of consumption value, with a per-class counting cadence that a nightly job turns into draft stocktakes.
Warehouse-to-warehouse transfers: Multi-line transfers optionally down to a specific batch or lot: save as draft, mark shipped with carrier and tracking, then receive at the far end with in-transit visibility throughout.
Camera barcode & QR scanning: Scan with the device’s rear camera from inventory search, stocktake counting, goods receipt, the transfer builder and the top bar — with GS1-128 parsing.
Label printing with GS1-128 barcodes: Item, ingredient-lot and finished-batch labels in 2×1 or 4×2 inch sizes, up to 50 copies at a time, with on-screen preview and GS1 application identifiers.
Configurable quarantine release destination: Choose which warehouse released stock physically moves into when QA clears a quarantined lot; the server refuses invalid choices.
Operations exception queue: One triage screen covering 15 kinds of exception — low stock, overstock, expiring, expired, quality hold, quarantine, rejected, returned, damaged and more — each assignable and workable to a status.

Purchasing & Suppliers

10 capabilities

Buy from qualified suppliers, land the true cost into unit cost, and receive on a phone without losing the lot number.

Purchase order management: Multi-line POs with per-line discounts, units, supplier item codes and lot numbers, moving through a controlled status lifecycle with duplicate and cancel actions.
Landed cost capture and allocation: Shipping, landing, import and additional fees captured alongside tax and discounts, then allocated pro-rata into unit cost at goods receipt — so margin is real.
Supplier master with GMP qualification: Contacts, currency, default tax rate, lead time and payment terms, plus a qualification record — approved, conditional or disqualified — that production gating actually reads.
Mobile goods receipt: Receive line by line on a phone or tablet, entering total physical quantity plus the damaged subset, lot number, expiry, COA link and destination, with idempotent submission.
GS1 barcode scanning at receipt: Scan the supplier’s GS1-128 label and the app parses it, auto-filling lot number (AI 10) and expiry date (AI 17) into the receipt line.
Purchase order OCR import: Drop in a supplier quote, invoice or order confirmation as PDF or image and the system extracts supplier, currency, tax rate, dates, references and line items, fuzzy-matching to your catalog.
Automated reorder to draft POs: A scheduled job reads consumption-driven reorder suggestions — coverage extended by each supplier’s lead time, netted against open POs — and drafts purchase orders grouped by supplier.
External supplier portal: Mint expiring, revocable links that show a supplier only their own POs, lots, qualification status and COAs. No account, no login, no seat consumed.
Grower and farm directory: A separate register for farms and growers capturing location, country, region, crops, certifications and contacts, with its own CSV import.
Bulk customer & supplier CSV import: Onboard from CSV with a downloadable template, in-browser validation and preview, per-row error reporting and duplicate detection on account numbers.

Sales, Shipping & Returns

12 capabilities

Reserve stock the moment you commit to it, ship first-expiring-first, and never promise the same unit twice.

Sales order management: Multi-line customer orders with per-line pricing, expected ship date and notes, across draft, allocated, partially shipped, shipped and backordered states.
Hard stock reservation on approval: Approving an order for shipping reserves the physical stock against it, so the same units cannot be promised to another order. Reservations settle unit-by-unit as shipments go out.
FEFO batch-allocated shipping: Shipping picks batches first-expiring-first and refuses any batch that is unreleased, expired or on quality hold — and refuses items that are inactive or not sellable.
Partial fulfillment and backorders: Ship what is on hand per line and leave the rest open; the order moves to partially shipped when the remainder is coverable, or backordered when stock is genuinely short.
Shipment and packing lifecycle: Build shipments line-by-line against specific released batches and move them through draft, packed, shipped and delivered, with destination typing for FBA, FBT, DTC and wholesale.
Printable shipping labels and packing lists: One click renders a print-ready label carrying shipment number, destination type, customer, carrier, tracking number, ship date and reference.
Customer master by sales channel: A directory typed by channel — FBA, FBT, DTC, wholesale, individual — with company, contacts, address, account number and notes.
Invoicing and payment tracking: Shipped orders generate a numbered invoice with due date; record partial or full payments with method, reference and notes, and void entries through a controlled path.
Returns and RMA lifecycle: Returns typed as customer, supplier, internal or damaged, moving through requested, approved, receiving, inspecting and completed.
Return inspection and disposition: Set condition and disposition per returned line — restock, quarantine, scrap or return to supplier — and the system executes the stock consequences.
Return-to-shipment linkage: A return filed without its originating shipment can be linked afterward, which unlocks restocking; re-targeting an already-linked shipment is controlled.
Return document OCR import: Upload an RMA request, credit note or customer return form and the parsed values pre-fill the return record, with the source document shown alongside for verification.

Manufacturing & Planning

15 capabilities

Recipes that scale to batch size, production that posts in one atomic transaction, and a forecast that nets POs against production draw-down.

Manufacturing order command center: Create, search, filter and drive manufacturing orders through draft → open → in progress → done, as a grid or a status-column Kanban board.
Versioned bills of material: Per-component quantity, wastage percentage, unit and component class, plus batch yield, packaging SKU variants and exactly one active master formula per product.
Multi-level BOM explosion: When a component is itself a manufactured item, the full indented tree renders with quantities rolled down to one finished unit — with circular-reference detection.
One-click recipe-to-work-order build: Loading a BOM explodes the recipe into the order’s component list, scaling every line to the planned batch size and converting mismatched units automatically.
Production routing & step timing: An ordered list of operations — mixing, filling, encapsulation, tableting, coating, drying, blending, bottling, labeling, packaging, quality check — with planned versus actual labor hours.
One-transaction production completion: Completing a run atomically deducts every component at actual yield, picks the specific lots consumed, credits finished goods, writes unit-cost history and stamps the signature.
Yield variance guardrails: Yields above 110% of plan require explicit supervisor approval, and the database independently refuses anything above 3× plan or a second completion.
FEFO lot consumption with quality gating: Production draws first-expiry-first, preferring the production warehouse, and only from lots that are active, identity-test-passed, QA-approved and from a qualified supplier.
Planned vs actual manufacturing cost: Every component line snapshots planned unit cost at creation and records actual consumed cost at completion — with an explicit “not fully recorded” flag instead of a misleading total.
Recipe cost breakdown & component readiness: Total cost per finished unit, a cost-by-component-type chart, and a supplier table showing every component’s current stock against its reorder threshold.
Demand forecast & stock projection: Projects each item’s position across an 8-week or 6-month horizon from 90-day consumption history, netting scheduled PO arrivals against manufacturing draw-down.
Lead-time-aware reorder planning: Ranks items by time-to-shortfall and suggests order quantities from average consumption, supplier lead time and safety stock, netting already-pending PO quantities.
Production schedule & overdue watch: Every draft, open and in-progress order ordered by deadline, with days-remaining urgency badges and overdue and due-within-three-days counts.
Production task assignment: Orders carry assignable tasks with owner, due date, planned hours and status. Task records are stored and displayed; there is no in-app notification on assignment yet.
Segregation of duties between manufacturing and QA: A dedicated manufacturing role can start runs, complete production and record yield, but cannot sign a QA disposition, batch release or hold clearance.

Traceability & Recall

11 capabilities

Trace either direction in seconds, then run the mock recall your auditor asks for — with a drill clock and signed closure.

Backward trace: batch to source: Enter a finished batch number and get the full upstream chain of custody — product, production, bottling and expiry dates, and every ingredient lot and supplier consumed.
Forward trace: lot to customer impact: Enter an internal lot number and get every batch it touched, how much each used, on-hand versus already-distributed quantity, and the named customers who received it.
Recall simulator for mock drills: Launch from an ingredient lot, a batch or a product and the system assembles the affected batch list, total affected units and the full consignee roster.
Recall lifecycle & drill clock: Draft → drill → active → closed with only legal transitions permitted, a per-status allowlist of editable fields, an elapsed-time clock against a four-hour target, and full immutability once closed.
Recall consignee PII protection: The affected-customer roster reads through a masked view by default. Unmasked bulk access is owner-only and writes its own audit event.
Electronic batch production record: A printable per-batch dossier: linked manufacturing order and master formula version, consumed-lot table with theoretical vs actual vs variance, executed process steps, retain samples and quality events.
Retain sample register (21 CFR 111.83): Logs physical reserve samples per batch with quantity, storage location, date stored and retention expiry, auto-computed from product expiry.
Batch holds & controlled status transitions: Quality holds, quarantines, recall holds and release blocks are first-class records with reason code, evidence document and placement audit.
Traceability gap detection & signed reconciliation: Aggregate stock with no matching lot or batch behind it is flagged as a critical exception; correcting it requires re-authentication through a controlled workflow.
GS1 batch & lot label printing: Print barcode labels directly from a batch or lot record, encoding the number as a scannable barcode alongside GS1-128 application identifiers.
Quality document vault: Supplier COAs, identity tests, finished COAs, lab reports, inspection records, label copy, retain-sample and batch-record documents attached to the batch, lot, supplier or item they belong to.

Quality Management & 21 CFR Part 11

24 capabilities

The wedge. Electronic signatures, an append-only audit trail and release gating enforced in the same database that holds your stock.

21 CFR Part 11 electronic-signature engine: The signer re-enters their password — and their authenticator code where enrolled — within a five-minute window. The signing IP is derived server-side and the meaning of the signature is fixed by the server; the client can never choose its own wording.
24 signature-gated GMP actions: Batch release, QC disposition, batch status transitions, quality-hold release, ingredient-lot release, production completion, CAPA close, deviation close, OOS close, change-control approval, recall close, controlled-document transitions and more.
QA release gate with server-enforced conditions: The release button stays disabled until the server independently confirms identity test passed, heavy metals passed, finished COA attached, supervisor sign-off, retain sample on file and no active hold.
Deviation & non-conformance log: Process, material, equipment, environmental, documentation and temperature-excursion events with severity, discovery details, immediate action and signed closure, linked to the exact batch, lot, item or supplier.
CAPA management: A full case file with mandatory source, problem statement, root cause, and containment, corrective and preventive actions — which cannot be closed until an approved effectiveness review exists.
CAPA effectiveness review register: An append-only record of each effectiveness check: who reviewed it, when, whether the action worked, the written evidence and an optional re-check date.
Out-of-Specification investigations: Two-phase workflow modelled on FDA guidance — Phase I laboratory, Phase II manufacturing. The database refuses an “invalidated” disposition unless a laboratory error was actually documented.
Change control with enforced segregation of duties: Formal change management across SOPs, formulations, equipment, suppliers, labels, specifications, processes, facilities and IT systems — requiring two separate signatures, with the database rejecting the same person signing as both QA and Manufacturing.
Product complaint handling: Product, adverse-event, quality and labeling complaints logged against a specific product and batch, with reporter details, investigation notes and root cause.
Controlled document register: Draft → in review → effective → superseded → retired, with every revision stored as its own append-only version row and effective versions frozen.
Controlled-document signature manifest: Every lifecycle transition requiring a signature writes a permanent manifest row recording the document, exact version, action, from/to status and the fixed regulatory meaning.
SOP catalog with revision control: SOP number, category, version, effective and review dates, the job roles each SOP is required for, and a retraining interval.
Server-graded training quizzes with anti-cheat: The server picks a random subset of questions and shuffles the answer options per attempt, grades server-side, and keeps the answer key out of the client payload and the audit log.
Training sign-off, expiry & competency matrix: Employees read the SOP in-app and sign off against a fixed attestation; the server stamps timestamp and signing IP, and a team matrix shows who is current, expiring or overdue.
Validation protocols (IQ/OQ/PQ): Installation, Operational and Performance Qualification protocols moving through draft → approved → executed → closed, optionally tied to the change control that triggered them, with append-only test-step results.
Append-only audit trail with before/after capture: Every insert, update and delete on GMP-critical records is captured with actor, changed keys, timestamp and record id. There is no update or delete path for any application user, including the workspace owner.
Audit trail reviewer console & CSV export: Filter by table, record, action type, acting user or free text, with a detail view showing exact before/after values — and an export that writes its own audit event.
Audit trail privacy redaction & retention: Complaint reporter details, recall consignee data, customer records, API key hashes and quiz answer keys are stripped from captured payloads before storage, under a multi-year retention policy.
Signed-record immutability & tamper guards: Database-level locks make signed and closed records genuinely immutable rather than immutable by convention. Signature fields cannot be altered or backdated once set.
Controlled void & reopen with mandatory justification: A quality record can never be silently cancelled. Voiding a CAPA, deviation, change control or OOS re-checks the actor’s authority and demands a written justification.
Authentication & access forensics log: A service-write-only forensic table recording failed sign-ins, failed MFA challenges and refused electronic-signature attempts that lacked recent re-authentication.
Validline inspection-readiness score: Grades the workspace 0–100 with an A–F letter from 17 weighted signals across seven categories, and every deduction carries the specific 21 CFR 111 citation plus a link to the screen where it gets fixed.
GMP compliance dashboard: Ten live counters — active recalls, quarantined lots, batches in quarantine, pending identity tests, lots expiring soon, expired training and more — each deep-linking to the work.
Compliance control regression suite: Roughly 50 database-level tests continuously prove the controls still hold — signature forgery guards, closed-record immutability, the controlled-document state machine, quiz answer-key redaction, audit-log write revocation — run in CI on every change.

People & Training

6 capabilities

The staff records an inspector asks about, in the same system as the batch they worked on.

Employee directory: Full-time, part-time, contractor and temp staff with job title, department, hire and termination dates, and status — active, on leave or terminated.
Time-off requests with team calendar: Employees submit leave against an allowance and see days used versus remaining; managers approve or deny through a decision path the database enforces.
Onboarding templates & per-hire runs: Reusable checklist templates instantiated per new hire, with task assignment, completion tracking and automatic roll-up of run progress and overdue items.
HR document library with acknowledgement tracking: Policies, handbooks, forms and contracts in a private, workspace-partitioned vault. Any document can require signature, and progress is tracked per employee.
E-signature request register: An inbox/sent workspace for signature requests: raise one pending request per signer against a document or free-standing item, with an optional due date; signers sign or decline.
Team competency matrix: Who is trained on which SOP, who is expiring and who is overdue, driven by each SOP’s retraining interval.

Analytics & Reporting

10 capabilities

The numbers a buyer, a planner and an auditor each need — computed from the ledger, not re-keyed into a spreadsheet.

Inventory analytics & KPI dashboard: Dead stock and tied-up capital, inventory turnover and days-on-hand, shrinkage from stocktakes, supplier on-time delivery and lead times, and batch release performance.
Product cost analysis: Per-product cost breakdowns down to each BOM component’s contribution, plus cost history, recent receiving lots, PO lines and batches for the selected item.
Controlled valuation correction: Correcting a unit cost runs through a controlled, audited path rather than a silent overwrite.
Executive dashboard & role-aware home: Inventory, purchasing and manufacturing summary tiles, an inventory value chart, low-stock and expiring tables, a recent-activity feed and a compliance snapshot — filtered to what your role owns.
Provendix demand forecasting: Measures consumption velocity per item, projects run-out dates and ranks what a buyer should act on first.
Low-stock, overstock and expiry alerts: An hourly job raises in-app notifications for items below reorder point, above maximum stock level, and lots expiring within 30 days.
Daily email alert digests: Opt in per alert type and receive one grouped daily email instead of a stream of noise.
In-app notification center: A unified bell with unread badge, per-notification read and dismiss, mark-all-read, severity colouring and safe deep links to the underlying record.
Audited data exports: Filter-aware Excel and CSV exports across the app, including an explicit IANA timezone parameter on movement history so date boundaries are unambiguous. Every export writes an audit event.
Printable invoices, labels and barcodes: Server-rendered customer invoices with shipped quantities, payment method and terms, plus the label dialog for items, lots and batches.

Integrations & API

10 capabilities

Read your channels, publish your events, and let your own systems — or your AI agents — drive the workspace under scoped keys.

Shopify order & inventory sync: Continuously pulls Shopify orders and variant inventory on a background ticker, landing orders as draft sales orders and publishing channel stock snapshots. Read-only by design.
Amazon FBA reconciliation: Upload the Seller Central Manage-Inventory CSV directly — no Amazon credentials or SP-API app required. SKUs resolve to catalog items and land as a channel snapshot.
Multichannel stock snapshot ingestion: A staged, chunked feed API accepting point-in-time snapshots from any channel in bounded 500-row chunks with prepare/begin/commit semantics, so a partial feed is never mistaken for a complete picture.
QuickBooks invoice export: Exports invoices as a classic IIF file with full double-entry structure — an A/R debit header plus income split lines — paginated below the API row cap so it can never silently ship a truncated batch.
Outbound signed webhooks: Subscribe external systems to order.shipped, lot.released, batch.released and po.received. Deliveries queue in the database, sign with HMAC-SHA256, retry with exponential backoff, and block SSRF with DNS pinning.
Public REST API with scoped keys: Self-service API keys, SHA-256 hashed at rest, with per-key scopes, optional expiry, revocation and last-used tracking — covering a cursor-paginated inventory feed, order ingestion and cancellation.
AI agent control plane (MCP server): A hosted Model Context Protocol endpoint letting Claude, ChatGPT or any MCP client operate the workspace under the same scoped keys. Physical stock movement is deliberately fenced out of the agent write boundary.
OCR document capture: Drop a supplier invoice, packing slip, COA or PO — PDF, JPEG, PNG, HEIC, TIFF, WebP, BMP, AVIF or GIF up to 50 MB — and text is extracted by your configured OCR provider. Choose private self-hosted processing or an explicitly approved managed provider.
Bulk CSV import pipeline: Files stage into private storage and process asynchronously in the background worker, so a 100,000-row import survives a browser close and resumes rather than restarting.
Channel order ingestion API: External channels post orders through an API-key-authenticated endpoint that creates the corresponding shipment with batch reservation, with idempotency protection and cancellation support.

Security & Administration

11 capabilities

Multi-tenant separation enforced in Postgres, six roles, and two-factor step-up on anything that signs.

Multi-workspace tenancy & org switching: One account can belong to several workspaces and switch between them; every table is organization-scoped and enforced by row-level security.
Six-role RBAC enforced in the database: Owner, admin, QA manager, manufacturing, warehouse and read-only, applied across twelve resource areas — enforced in Postgres, not merely hidden in the interface.
Two-factor authentication & step-up re-auth: Authenticator enrolment via QR with TOTP verification and a dedicated MFA challenge at sign-in. Every Part 11 signature additionally requires fresh re-authentication.
Tokenized email invites: Admins invite members by email with a role, through single-use expiring tokens rather than shared credentials.
Platform admin console: A cross-tenant operator surface to list every workspace and user, move users between workspaces, set a landing workspace and grant or revoke access — every action confirmation-gated.
Workspace consolidation: Merging or restructuring moves a user’s data across roughly 18 organization-scoped tables, with a fixed-point teardown that respects non-cascading foreign keys.
Workspace data export & right-to-delete: A full export built asynchronously as a versioned, manifested, gzipped snapshot with a SHA-256 checksum and row and table counts, plus per-user account deletion with a 30-day window.
API abuse & transport hardening: Distributed sliding-window rate limiting, same-origin CSRF checks, a per-request CSP nonce, HSTS, and clickjacking and MIME-sniffing protection under every route.
Mobile field experience: A phone-first shell with a bottom tab bar, a role-filtered action button for the five most common actions, and camera barcode scanning throughout.
Workspace settings hub & command palette: One settings home covering profile, branding, users and roles, security and MFA, privacy, integrations and API keys, webhooks, audit log and email alerts — plus ⌘K global search from anywhere.
Online-only by design: There is no offline cache and no offline write queue; connectivity is required. What you get instead is clear connectivity messaging and an idle-timeout auto-signout that logs the workstation out even when the network drops.

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