Operations

Operations is the central hub for managing your business's core commercial data -- customers, suppliers, products, sales orders, and purchase orders. It provides master data management, configuration options for taxes and payment terms, and a posting history log for tracking cross-module data synchronization.

Dashboard

Navigate to Operations > Dashboard to access the operations overview.

The dashboard provides a high-level snapshot of your business activity:

• Customer Statistics: Total customers, active customers
• Supplier Statistics: Total suppliers, active suppliers
• Product Statistics: Total products, active products
• Order Statistics: Total sales orders, total purchase orders, orders created today
• Sales This Month: Total sales order value for the current month
• Sales Orders by Status: Breakdown of sales orders by their current status (e.g., pending, confirmed, completed)
• Purchase Orders by Status: Breakdown of purchase orders by their current status
• Recent Sales Orders: The five most recent sales orders with customer name, order number, amount, and status
• Recent Purchase Orders: The five most recent purchase orders with supplier name, order number, amount, and status
• Low Stock Products: Count of products with stock levels below threshold (when inventory tracking is active)

Master Data

Customers

Navigate to Operations > Master Data > Customers to manage your customer records.

Viewing Customers

The customer list displays all customer records with:

• Customer code
• Name and company name
• Customer type
• Email and phone
• Status (Active, Inactive, etc.)
• Payment term

Filtering and Search:

• Customer Type Filter: Filter by customer type (e.g., B2B, B2C)
• Status Filter: Filter by status
• Search: Search by name, email, phone, or customer code

Creating a Customer

1. Click Add Customer
2. Fill in the required and optional fields:

Field	Required	Description
Name	Yes	Customer name
Company Name	No	Associated company
Customer Type	Yes	Type of customer (e.g., B2B, B2C)
Email	No	Email address
Phone	No	Phone number
Mobile	No	Mobile number
Website	No	Website URL
Tax ID	No	Tax identification number
VAT Number	No	VAT registration number
Payment Term	No	Default payment term for this customer
Credit Limit	No	Maximum credit amount
Notes	No	Additional notes

3. Click Save

A customer code is auto-generated based on the prefix and padding configured in Operations Settings.

Viewing Customer Details

Click View on any customer to see the full profile, which includes:

• Overview Tab: Customer information, contact details, and statistics (total orders, total revenue, pending orders, completed orders)
• Addresses: Multiple addresses with the ability to set a primary address
• Contacts: Multiple contact persons with primary contact designation
• Documents: Uploaded documents (contracts, IDs, etc.) with title, type, number, issue date, and expiry date
• Recent Sales Orders: The 10 most recent sales orders for this customer

Managing Addresses

From the customer detail page, you can add multiple addresses:

1. Click Add Address in the Addresses section
2. Enter the address details (street, city, state, postal code, country)
3. Optionally mark as primary address
4. Save the address

One address can be designated as the primary address. When you set a new address as primary, the previous primary address is automatically updated.

Managing Contacts

From the customer detail page, you can add multiple contact persons:

1. Click Add Contact in the Contacts section
2. Enter contact details (name, email, phone, position)
3. Optionally mark as primary contact
4. Save the contact

Managing Documents

Upload and manage documents for each customer:

1. Click Add Document in the Documents section
2. Enter the document title, type, document number, and optional issue/expiry dates
3. Upload the document file
4. Save

Documents can be downloaded directly from the customer detail page.

Suppliers

Navigate to Operations > Master Data > Suppliers to manage your supplier records.

Supplier management works similarly to customer management with equivalent features for addresses, contacts, and documents.

Creating a Supplier

1. Click Add Supplier
2. Fill in the required and optional fields:

Field	Required	Description
Name	Yes	Supplier name
Company Name	No	Company name
Email	No	Email address
Phone Number	No	Phone number
Mobile	No	Mobile number
Website	No	Website URL
Tax ID	No	Tax identification number
VAT Number	No	VAT registration number
Payment Term	No	Default payment term
Credit Limit	No	Credit limit
Notes	No	Additional notes

3. Click Save

Viewing Supplier Details

Click View on any supplier to see the full profile including:

• Overview with statistics (total orders, total spent, pending orders, completed orders)
• Addresses, contacts, and documents sections (same functionality as customers)
• Recent purchase orders for this supplier

Products

Navigate to Operations > Master Data > Products to manage your product catalog.

Viewing Products

The product list displays:

• Product image (thumbnail)
• Product code and SKU
• Name
• Category
• Base price and selling price
• Stock level (if inventory tracking is enabled with the WMS Inventory module)
• Status

Filtering and Search:

• Category Filter: Filter by product category
• Status Filter: Filter by product status
• Warehouse Filter: Filter by warehouse (when WMS Inventory module is enabled)
• Search: Search by name, SKU, product code, or barcode

Creating a Product

1. Click Add Product
2. Fill in the product details:

Field	Required	Description
Name	Yes	Product name
Product Code	No	Auto-generated or manual product code
SKU	No	Stock Keeping Unit (auto-generated if WMS module is enabled with auto-SKU)
Barcode	No	Barcode value
Category	No	Product category
Brand	No	Brand name
Description	No	Product description
Base Price	Yes	Base/cost price
Cost Price	No	Cost price
Selling Price	Yes	Selling price
Tax	No	Tax configuration to apply
Unit of Measure	No	Unit from WMS module (when enabled)
Weight / Weight Unit	No	Product weight
Min/Max Stock Level	No	Stock level thresholds
Reorder Level	No	Level at which to reorder
Thumbnail	No	Product image (max 2MB)
Is Trackable	No	Whether to track inventory for this product
Status	Yes	Active, Draft, Discontinued, etc.

3. Click Save

Viewing Product Details

The product detail page shows:

• Product Information: All fields plus profit margin calculation
• Variants: Product variants (if any)
• Pricing Rules: Special pricing rules
• Warehouse Stock: Stock levels per warehouse (when WMS Inventory module is enabled)
• Recent Transactions: Recent inventory transactions (when WMS Inventory module is enabled)
• Statistics: Total stock, total value, variant count, profit margin

Product Deletion

A product cannot be deleted if it has active inventory (stock level greater than zero). Clear all stock first before deleting.

Configuration

Tax Configurations

Navigate to Operations > Configuration > Tax Configurations to manage tax rates used across the system.

Tax configurations are shared with the Accounting module and appear in both the Operations and Accounting menus.

Creating a Tax Configuration

1. Click Add Tax Configuration
2. Fill in the details:

Field	Required	Description
Name	Yes	Tax name (e.g., "VAT 15%")
Code	Yes	Unique code (e.g., "VAT15")
Rate	Yes	Tax rate percentage (0-100)
Description	No	Description
Is Active	No	Whether this tax is active

3. Click Save

Tax Deletion

A tax configuration cannot be deleted if it is currently assigned to any products. Remove the tax from all products first.

Payment Terms

Navigate to Operations > Configuration > Payment Terms to define payment terms for customers and suppliers.

Payment terms specify how many days a customer or supplier has to complete payment.

Creating a Payment Term

1. Click Add Payment Term
2. Fill in the details:

Field	Required	Description
Name	Yes	Term name (e.g., "Net 30")
Code	Yes	Unique code (e.g., "NET30")
Days	Yes	Number of days for payment
Description	No	Description
Is Active	No	Whether this term is active

3. Click Save

Payment Term Deletion

A payment term cannot be deleted if it is assigned to any customers or suppliers. Remove the assignment first.

Product Categories

Navigate to Operations > Configuration > Product Categories to organize products into categories.

Categories support a parent-child hierarchy, allowing you to create subcategories.

Creating a Product Category

1. Click Add Category
2. Fill in the details:

Field	Required	Description
Name	Yes	Category name
Code	Yes	Unique category code
Parent Category	No	Parent category for sub-categorization
Description	No	Description
Display Order	No	Sorting order
Is Active	No	Whether this category is active

3. Click Save

Category Deletion

A product category cannot be deleted if it has sub-categories or if products are assigned to it.

Sales Orders

Sales orders are created from within customer detail pages or the sales order list. They track orders placed by your customers.

Creating a Sales Order

1. Navigate to a customer's detail page, or go to the sales order list
2. Click Create Sales Order
3. Fill in the order details:

Field	Required	Description
Customer	Yes	Select the customer
Payment Term	No	Payment term for this order
Order Date	Yes	Date of the order
Delivery Date	No	Expected delivery date (must be on or after order date)
Status	Yes	Order status
Payment Status	No	Payment status (Pending, Partial, Paid, Overdue)
Payment Method	No	Payment method used
Notes	No	Order notes

4. Add line items by selecting products, entering quantities, unit prices, tax rates, and discount amounts. Line totals are calculated automatically.
5. Click Save

An order number is auto-generated based on the configured prefix and numbering settings.

Order Statuses and Payment Statuses

Payment Status	Description
Pending	Payment has not been received
Partial	Part of the payment has been received
Paid	Full payment received
Overdue	Payment is past due

When a sales order's payment status is changed to Paid or Partial, the system automatically creates a corresponding income transaction in the Accounting module (when auto-sync is enabled).

Purchase Orders

Purchase orders track orders placed with your suppliers.

Creating a Purchase Order

1. Navigate to a supplier's detail page, or go to the purchase order list
2. Click Create Purchase Order
3. Fill in the order details:

Field	Required	Description
Supplier	Yes	Select the supplier
Payment Term	No	Payment term for this order
Order Date	Yes	Date of the order
Expected Delivery Date	No	Expected delivery date (must be on or after order date)
Status	Yes	Order status
Payment Status	No	Payment status
Payment Method	No	Payment method
Notes	No	Order notes

4. Add line items by selecting products, entering quantities, unit prices, tax rates, and discount amounts.
5. Click Save

When a purchase order's payment status is changed to Paid or Partial, the system automatically creates a corresponding expense transaction in the Accounting module (when auto-sync is enabled).

Posting History

Navigate to Operations > Posting History to view the log of all cross-module data synchronization operations.

Posting history tracks when data flows between modules -- for example, when a paid sales order creates a transaction in the Accounting module.

Viewing Posting Logs

The posting history table displays:

• Posted At: Timestamp of the posting
• Source: Source module and entity (e.g., SystemCore > Sales Order)
• Target: Target module and entity (e.g., AccountingCore > Transaction)
• Action: The type of action (create, update, etc.)
• Status: Success or Failed
• Amount: The amount involved (if applicable)
• Posted By: The user who triggered the posting, or "System" for automatic postings

Filtering:

• Module Filter: Filter by source or target module
• Status Filter: Filter by Success or Failed
• Date Range: Filter by date range

Statistics

The posting history page shows summary statistics:

• Total postings
• Successful postings
• Failed postings
• Breakdown by module
• Breakdown by action type
• Recent activity over the last 7 days

Retrying Failed Postings

If a posting fails, you can retry it:

1. Find the failed posting in the list
2. Click View Details to see the error message
3. Click Retry to attempt the posting again

The system tracks retry attempts and has a configurable maximum retry limit (set in Settings).

Settings

Navigate to Operations > Settings to configure Operations module settings.

Code Prefixes

Setting	Default	Description
Customer Code Prefix	CUST	Prefix for customer codes (e.g., CUST-000001)
Supplier Code Prefix	SUPP	Prefix for supplier codes (e.g., SUPP-000001)
Product Code Prefix	PROD	Prefix for product codes (e.g., PROD-000001)
Sales Order Prefix	SO	Prefix for sales order numbers (e.g., SO-20241114-00001)
Purchase Order Prefix	PO	Prefix for purchase order numbers (e.g., PO-20241114-00001)

Numbering Patterns

Setting	Default	Description
Customer Code Padding	6	Number of digits in customer codes (e.g., 6 = 000001)
Supplier Code Padding	6	Number of digits in supplier codes
Product Code Padding	6	Number of digits in product codes
Order Number Padding	5	Number of digits in order sequences (e.g., 5 = 00001)
Include Date in Order Numbers	Yes	Include the date in order numbers (e.g., SO-20241114-00001)

Posting Log Settings

Setting	Default	Description
Enable Posting Log	Yes	Log all module-to-module synchronization operations
Posting Log Retention (Days)	0	Days to keep logs (0 = keep forever)
Max Retry Attempts	3	Maximum retry attempts for failed postings (1-10)

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Next: Learn about Accounting to manage income and expense tracking, or continue to CRM for customer relationship management.