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Chapter 1: Introduction to ERP System

Introduction

1.1 Overview Enterprise Resource Planning (ERP) is an integrated business management system that enables organizations to manage and automate their core business processes within a single platform. Instead of using separate software for different departments, ...

Sales Overview

Sales

Overview The Sales Dashboard provides a real-time overview of sales performance, outstanding transactions, customer activities, and product trends. It helps users monitor business performance through summary cards, charts, and detailed record lists. Dashboard ...

Sales Transactions

Sales

Sales Enquiry Purpose Record and manage customer enquiries before quotation stage. Function Create new enquiry View existing enquiry Store enquiry details Add internal memo Convert to quotation Sections Customer Information Select or link customer data. Enquir...

Sales Billing

Sales

Operational Policies

Sales

Inventory Overview

Inventory

Purpose The Inventory Overview dashboard provides a real-time summary of inventory status, stock value, inventory movements, and shipment activities. It helps users monitor stock levels, inventory performance, and outstanding warehouse operations. Dashboard Co...

Bookkeeping Overview

Bookkeeping

Purpose The Bookkeeping Overview dashboard provides a real-time summary of the company's financial status, including receivables, payables, cash flow, revenue, expenses, and overdue accounts. It helps users monitor financial performance and manage outstanding ...

Receivable

Bookkeeping

Payable

Bookkeeping

Cashbook

Bookkeeping

General

Bookkeeping

Purchase Overview

Purchase

Purpose The Purchase Overview dashboard provides a real-time summary of procurement activities, supplier information, purchasing trends, and outstanding purchasing documents. It enables users to monitor purchasing performance and manage pending procurement pro...

Payroll Overview

Payroll

Purpose The Payroll Overview dashboard provides a comprehensive summary of employee information, payroll statistics, leave management, and employee claims. It enables Human Resources (HR) and management to monitor workforce status, compensation, leave applicat...

Core Overview

Core

Purpose The Core Overview dashboard provides a centralized summary of system resources, user activities, server performance, and available system modules. It helps administrators monitor system health, user access, and overall ERP platform status. Dashboard Co...

User Management

Core

Role Management

Core

Branch / Company

Core

Approval Request

Core

Local Files

Core

Message History

Core