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Chapter 1: Introduction to ERP System
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
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 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
Operational Policies
Inventory Overview
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
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
Payable
Cashbook
General
Purchase Overview
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
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
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...