Documentation

The Dashboard gives every team member a personalized command center. Five dedicated dashboards (Account, Project, HRM, POS, and CRM) surface the metrics that matter most to each role. Finance sees revenue and expenses; HR sees attendance and leave requests; Sales sees pipeline and deal values.

Create team members with defined roles and granular permissions. Start by setting up Roles — each role gets a custom name and a precise set of permissions chosen from your active modules. Then create Users and assign them a role. Every user action is gated by Spatie permission checks.

Create proposals by selecting a customer, choosing products from your warehouse inventory, and adding line items with quantities, prices, discounts, and taxes. Track proposals through Draft, Sent, Accepted, and Rejected. Convert accepted proposals directly into Sales Invoices with a single click.

Create Sales Invoices with multi-line items, per-item discounts, and multiple tax rates. Invoices follow a Draft to Posted lifecycle with edit protection on posted invoices. Track balance amounts and manage Sales Invoice Returns with their own approval workflow.

Covers the full procurement cycle: Purchase Invoices with multi-line items and a Draft to Posted lifecycle, Purchase Returns with auto debit notes, Warehouse management with named locations, and inter-warehouse Stock Transfers with approval workflows.

The foundation that powers your invoices, proposals, POS transactions, and purchase orders. Create items with SKU, dual pricing (sale and purchase), categories, tax rates, measurement units, and per-warehouse stock tracking.

Full project lifecycle management with tasks, subtasks, milestones, Kanban boards, Calendar views, a dedicated Bug tracker, file uploads, activity logs, and cross-project Reports. Invite team members and clients for visibility.

Full double-entry bookkeeping built right into your ERP. Chart of Accounts, Revenue and Expense tracking, Customer and Vendor Payments, Banking (accounts, transactions, transfers), Credit and Debit Notes, and Financial Reports, all connected to your invoicing and purchasing modules.

Complete human resource management: Employees, Shifts, Clock in and out with IP restriction, automatic overtime calculations, Leave Management (types, applications, balance, holidays), Payroll and Payslips, Awards, Promotions, Resignations, Terminations, Warnings, Complaints, Documents, Announcements, and Events.

Browser-based point-of-sale terminal. Search or scan products, process sales with auto-calculated taxes, generate POS Orders with complete records, print barcodes for physical inventory, and view sales analytics, all connected to your product catalog and warehouse stock.

Lead and deal management with custom pipeline stages, multi-user assignments, source tracking, and conversion analytics. Leads convert to deals with full history preserved. CRM data feeds directly into invoicing and reporting.

Real-time messaging powered by Pusher. Send text and files, see read receipts, edit or delete messages, save favorite contacts, and pin conversations. Online presence indicators show who is active right now.