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Modules — ERP Overview

This page gives a high-level overview of the ERP modules covered in this documentation and how they fit into typical business processes. Use these links to jump to module-specific docs and configuration guides.

Key modules (ERP-focused)​

  • CRM — Lead management, opportunities, field visits and quotations.
  • Sales — Quotations, sales orders, delivery and shipping workflows.
  • Purchase — RFQs, supplier quotations, purchase orders, receipts.
  • Warehouse — Material requests, transfers, gate processes and inventory.
  • Manufacturing — MOs, production planning (PPC), BOMs and work orders.
  • Quality — QC checks, audits, defect logs and non-conformance reports.
  • Finance — Billing, payments, tax and ledger integrations.
  • Reporting & Analytics — Reports, dashboards, and KPI tracking.

Where to find module docs​

Each module has its own section in the docs sidebar. Browse the sidebar to find detailed pages for configuration, workflows, and examples.

Need module-specific help?​

  • Check the module's pages under the relevant category for step-by-step configuration and usage.
  • If you can't find an answer, raise a support ticket with:
    • A short description of the issue
    • Steps to reproduce
    • Screenshots and relevant logs (if applicable)
Tip: When reporting issues, include tenant/environment, app version, and exact timestamps to help us triage faster.

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