Reference
Matches the workspace left sidebar at /workspace/{your-company-slug}. Use the tabs below to switch main menus (Workspace, Inventory, Sales, Purchase, Accounting).
Outside tabs: My workspaces (top) — switch company. Account profile (footer) — your user settings.
Click a tab (Workspace, Inventory, Sales, Purchase, Accounting) to see every sub-menu in that group.
What it is used for = business purpose. Where you use it = when in your process. Belongs to / links = parent module and related menus/tables.
Company admin and home — not product stock or customer invoices.
Belongs to sidebar group:
Workspace
· Permission: workspace.dashboard (+ per item below)
| Sub-menu | Path | What it is used for | Where you use it | Belongs to / links | List | New | Edit |
|---|---|---|---|---|---|---|---|
| Dashboard | /workspace/{your-company-slug}
|
See KPIs and health of the business at a glance. | First screen after opening a workspace; daily check-in. | Belongs to: Workspace. Uses data from Sales, Inventory, Purchase modules. | Dash | — | — |
| Team | /workspace/{your-company-slug}/team
|
Read-only directory: name, email, role in this workspace. | Quick lookup of who is in the company — not for invites. | Belongs to: Workspace. For invites use Organization & team → Team tab. | Yes | — | — |
| My referral codes | /workspace/{your-company-slug}/account/referrals
|
View referral codes tied to your user account. | If your organization uses referral marketing. | Belongs to: Workspace / central platform (not tenant ERP data). | Yes | — | — |
| Plan & billing | /workspace/{your-company-slug}/billing
|
Subscription dates, pricing grid (Upgrade / Renew / Switch), checkout, payment history PDFs. | When trial ends, renewal is due, subscription expired, or you want a different package. | Belongs to: Workspace. Owner only. Tabs: Subscription, Plans (or Change plan), History. | Yes | — | — |
| Organization & team | /workspace/{your-company-slug}/settings/organization
|
Profile, Team, and Roles & access tabs — branding, invites, permission matrix. | Setup, branding, hiring, restricting modules per role. | Tabs: Profile | Team (invite + members) | Roles & access (owner). | — | — | Yes |
| Activity log | /workspace/{your-company-slug}/activity
|
Audit trail of changes in the workspace. | Investigating who deleted or changed a record. | Belongs to: Workspace. Reads tenant_activity_logs. | Yes | — | — |
| Support | /workspace/{your-company-slug}/support/tickets
|
Raise and track help tickets with replies. | When you need help from owner or platform support. | Belongs to: Workspace. Central support system. | Yes | Yes | View |
Stock quantity, locations, and corrections. Set up before heavy selling or buying.
Belongs to sidebar group:
Inventory
· Permission: workspace.inventory
| Sub-menu | Path | What it is used for | Where you use it | Belongs to / links | List | New | Edit |
|---|---|---|---|---|---|---|---|
| Overview | /workspace/{your-company-slug}/inventory
|
Dashboard of stock KPIs and shortcuts. | Start of inventory workday. | Belongs to: Inventory module. | Dash | — | — |
| Stock availability | /workspace/{your-company-slug}/inventory/availability
|
See on-hand, reserved, and available qty per product/warehouse. | Before confirming a sales order; before promising delivery date. | Belongs to: Inventory. Uses stock_balances; linked from Sales orders. | Yes | — | — |
| Categories | /workspace/{your-company-slug}/inventory/categories
|
Group products (e.g. Electronics, Spare parts). | Initial product setup; reporting by category. | Belongs to: Inventory master. Parent of products.category_id. | Yes | Yes | Yes |
| Warehouses | /workspace/{your-company-slug}/inventory/warehouses
|
Define storage locations (store, plant, 3PL). | Before first GRN or sales order with warehouse. | Belongs to: Inventory master. Used by products, GRN, SO, transfers. | Yes | Yes | Yes |
| Bins | /workspace/{your-company-slug}/inventory/bins
|
Sub-locations inside a warehouse (aisle, rack, bin). | When you track putaway location inside one warehouse. | Belongs to: Inventory → warehouse. Optional on GRN. | Yes | Yes | Yes |
| Products | /workspace/{your-company-slug}/inventory/products
|
SKU master: name, UoM, price, cost, reorder level. | Before any quotation, order, or PO line. | Belongs to: Inventory master. Linked on all document lines (product_id). | Yes | Yes | Yes |
| Stock movements | /workspace/{your-company-slug}/inventory/movements
|
Read-only log of every qty change (in/out/reserve). | Tracing why qty changed; audit after GRN or SO. | Belongs to: Inventory. Written by GRN, adjustments, SO reserve, etc. | Yes | Yes | Yes |
| Goods receipts (GRN) | /workspace/{your-company-slug}/inventory/goods-receipts
|
Record stock arriving from vendor or manual receipt. | When shipment arrives against a PO; opening stock. | Belongs to: Inventory + Purchase. Links purchase_order_id → increases stock. | Yes | Yes | Yes |
| Stock transfers | /workspace/{your-company-slug}/inventory/transfers
|
Move stock between warehouses or bins. | Rebalancing stock; sending stock to another branch. | Belongs to: Inventory. No sales/purchase document required. | Yes | Yes | Yes |
| Stock adjustments | /workspace/{your-company-slug}/inventory/adjustments
|
Correct qty (shrinkage, damage, migration). | After physical find; system qty wrong without PO. | Belongs to: Inventory. Posts to stock_movements. | Yes | Yes | Yes |
| Physical counts | /workspace/{your-company-slug}/inventory/physical-counts
|
Cycle count: count qty vs system, post variance. | Month-end or annual stock take. | Belongs to: Inventory. Often after adjustments. | Yes | Yes | Yes |
| Reports | /workspace/{your-company-slug}/inventory/reports
|
Low stock, valuation, ABC, expiry, movement/GRN/transfer/adjustment registers, fast/slow movers. | Management review; reorder planning. | Belongs to: Inventory. Read-only report hub. | Rep | — | — |
Order to cash — sell to customers.
Belongs to sidebar group:
Sales
· Permission: workspace.sales
| Sub-menu | Path | What it is used for | Where you use it | Belongs to / links | List | New | Edit |
|---|---|---|---|---|---|---|---|
| Overview | /workspace/{your-company-slug}/sales
|
Order-to-cash KPIs and funnel. | Sales manager daily review. | Belongs to: Sales module. | Dash | — | — |
| Customers | /workspace/{your-company-slug}/sales/customers
|
Store customer legal name, contacts, GSTIN, address. | Before first quotation or invoice. | Belongs to: Sales master (customers table). Parent of all sales documents. | Yes | Yes | Yes |
| Price lists | /workspace/{your-company-slug}/sales/price-lists
|
Contract pricing per customer and product (qty tiers). | Before high-volume repeat orders; speeds quote/SO entry. | Belongs to: Sales. customer_price_lists → quotation_items / sales_order_items. | Yes | Yes | Yes |
| Quotations | /workspace/{your-company-slug}/sales/quotations
|
Send non-binding price offers to customers. | Before customer confirms; optional step. | Belongs to: Sales. customer_id → may become sales_orders.quotation_id. | Yes | Yes | Yes |
| Sales orders | /workspace/{your-company-slug}/sales/orders
|
Record firm order to deliver; reserve stock when confirmed. | After quote accepted; before shipping and billing. | Belongs to: Sales. Links customer, warehouse → sales_invoices, stock reserve. | Yes | Yes | Yes |
| Delivery notes | /workspace/{your-company-slug}/sales/delivery-notes
|
Ship against a sales order; deduct stock on dispatch. | After SO confirmed; before or with invoicing. | Belongs to: Sales. delivery_notes → stock movements DN-STOCK; updates SO delivered_qty. | Yes | Yes | Yes |
| Sales invoices | /workspace/{your-company-slug}/sales/invoices
|
Bill customer (AR): GST tax invoice (line tax %) or non-GST bill (tax 0%); PDF; optional IRN. | After delivery or per contract; to recognize revenue. | Belongs to: Sales. sales_order_id optional → payment_receipts allocations. | Yes | Yes | Yes |
| Recurring invoices | /workspace/{your-company-slug}/sales/invoices/recurring
|
Scheduled invoice templates. | Subscription or repeat billing. | Belongs to: Sales. Generates sales_invoices on schedule. | Yes | Yes | Yes |
| Bulk invoicing | /workspace/{your-company-slug}/sales/invoices/bulk
|
Generate many invoices in one run. | Month-end mass billing. | Belongs to: Sales. Batch creates sales_invoices. | Yes | — | — |
| POS | /workspace/{your-company-slug}/sales/pos/terminal
|
Walk-in counter checkout. | Retail store front desk. | Belongs to: Sales. One-step sale → invoice + receipt. | — | Yes | — |
| Commissions | /workspace/{your-company-slug}/sales/commissions/report
|
Sales commission accrual and payout report. | Pay sales team; month-end. | Belongs to: Sales. sales_commission_rules. | Rep | — | — |
| Payments | /workspace/{your-company-slug}/sales/receipts
|
Record money received from customer. | When customer pays bank; allocate to open invoices. | Belongs to: Sales / AR. Links sales_invoices via payment_allocations. | Yes | Yes | Yes |
| Bank match | /workspace/{your-company-slug}/sales/bank-deposit-match
|
Match bank deposits to payment receipts. | After bank statement import. | Belongs to: Sales + Accounting banking. | Yes | — | — |
| Sales returns | /workspace/{your-company-slug}/sales/returns
|
Handle RMA, credit note, optional restock. | When customer returns goods or disputes invoice. | Belongs to: Sales. sales_invoice_id → Inventory restock. | Yes | Yes | Yes |
Procure to pay — buy from vendors.
Belongs to sidebar group:
Purchase
· Permission: workspace.purchase
| Sub-menu | Path | What it is used for | Where you use it | Belongs to / links | List | New | Edit |
|---|---|---|---|---|---|---|---|
| Overview | /workspace/{your-company-slug}/purchase
|
Procurement KPIs and open documents. | Buyer daily dashboard. | Belongs to: Purchase module. | Dash | — | — |
| Vendors | /workspace/{your-company-slug}/purchase/vendors
|
Supplier master; approval before PO. | Before first PO or vendor bill. | Belongs to: Purchase master (vendors). Parent of PO, GRN, AP. | Yes | Yes | Yes |
| Approval thresholds | /workspace/{your-company-slug}/purchase/approval-settings
|
Amount tiers for PR/PO/PI multi-level approval. | Finance policy setup; before high-value POs. | Belongs to: Purchase. purchase_approval_settings. | — | — | Yes |
| Requisitions | /workspace/{your-company-slug}/purchase/requisitions
|
Internal “we need to buy” request. | Staff asks purchasing to buy; needs approval. | Belongs to: Purchase. → RFQ or purchase_orders. | Yes | Yes | Yes |
| RFQs | /workspace/{your-company-slug}/purchase/rfqs
|
Compare vendor quotes before choosing supplier. | Competitive sourcing; optional. | Belongs to: Purchase. → purchase_orders. | Yes | Yes | Yes |
| Blanket POs | /workspace/{your-company-slug}/purchase/blanket-orders
|
Long-term agreement; release POs over time. | Recurring buys from same vendor. | Belongs to: Purchase. blanket_po_id on child POs. | Yes | Yes | Yes |
| Purchase orders | /workspace/{your-company-slug}/purchase/orders
|
Commit to buy from vendor; track receipt & bill. | After approval; send to vendor. | Belongs to: Purchase. → goods_receipts → purchase_invoices. | Yes | Yes | Yes |
| Goods receipts | /workspace/{your-company-slug}/inventory/goods-receipts
|
Receive stock against PO (same as Inventory menu). | When goods arrive at warehouse. | Belongs to: Purchase + Inventory. purchase_order_id on GRN. | Yes | Yes | Yes |
| Purchase invoices | /workspace/{your-company-slug}/purchase/invoices
|
Enter vendor bill (accounts payable). | When vendor invoice received; before payment. | Belongs to: Purchase AP. PO/GRN match → vendor_payments. | Yes | Yes | Yes |
| Debit notes | /workspace/{your-company-slug}/purchase/returns
|
Return to vendor or claim credit. | Wrong goods, price dispute with supplier. | Belongs to: Purchase. purchase_invoice_id. | Yes | Yes | Yes |
| Vendor 360° | /workspace/{your-company-slug}/purchase/vendors/{id}
|
Single-vendor spend, AP, transactions, RFQs, pricing. | Vendor review; collections planning. | Belongs to: Purchase. vendors + related docs. | Yes | — | View |
| Payment runs | /workspace/{your-company-slug}/purchase/payment-runs
|
Batch pay open vendor invoices; export bank CSV. | Weekly AP disbursement. | Belongs to: Purchase AP. purchase_payment_runs + lines. | Yes | Yes | Yes |
| Vendor payments | /workspace/{your-company-slug}/purchase/vendor-payments
|
Pay vendor; allocate to open AP invoices. | Single payment; bank transfer to supplier. | Belongs to: Purchase AP. vendor_payment_allocations. | Yes | Yes | Yes |
| Vendor performance | /workspace/{your-company-slug}/purchase/vendor-performance
|
Score on-time delivery and quality. | Vendor review meetings. | Belongs to: Purchase. vendors → snapshots. | Yes | — | View |
| Price lists | /workspace/{your-company-slug}/purchase/price-lists
|
Contract prices per vendor/product. | Speed PO entry; enforce contract rate. | Belongs to: Purchase. vendor_price_lists. | Yes | Yes | Yes |
| Reports | /workspace/{your-company-slug}/purchase/reports
|
AP aging, PO status, spend, three-way match, etc. | Management review; month-end AP. | Belongs to: Purchase. Read-only reports. | Rep | — | — |
General ledger, AR/AP sub-ledgers, banking, tax, fixed assets, budgets, and reports. Sales and purchase documents auto-post journal entries. Full instructions: https://saas-erp.schoolkam.com/docs/accounting/how-to.
Belongs to sidebar group:
Accounting
· Permission: workspace.accounting
| Sub-menu | Path | What it is used for | Where you use it | Belongs to / links | List | New | Edit |
|---|---|---|---|---|---|---|---|
| Dashboard | /workspace/{your-company-slug}/accounting
|
AR/AP, cash & bank, GST KPIs and workflow counts. | Daily finance review. | Belongs to: Accounting. | Dash | — | — |
| Chart of accounts | /workspace/{your-company-slug}/accounting/accounts
|
GL account master: code, name, type, parent hierarchy. | First-time setup and before any journals. | Belongs to: Accounting. Used by journal_entry_lines, all reports. | Yes | Yes | Yes |
| Accounting periods | /workspace/{your-company-slug}/accounting/periods
|
Fiscal months (Apr–Mar): open, closed, locked. | Before month-end close; generate FY months. | Belongs to: Accounting. Controls journal posting by date. | Yes | — | — |
| Journal entries | /workspace/{your-company-slug}/accounting/journals
|
Manual double-entry; draft/post/reverse. | Opening balances, accruals, adjustments. | Belongs to: Accounting. sales/purchase journal_entry_id when auto-posted. | Yes | Yes | Yes |
| Customer ledger (AR) | /workspace/{your-company-slug}/accounting/ar/ledger
|
Customer sub-ledger from sales GL post. | Collections; reconcile to GL 1200. | Belongs to: Accounting. customer_ledger. | Yes | — | — |
| Vendor ledger (AP) | /workspace/{your-company-slug}/accounting/ap/ledger
|
Vendor sub-ledger from purchase GL post. | Payment planning; reconcile to GL 2000. | Belongs to: Accounting. vendor_ledger. | Yes | — | — |
| Bank accounts | /workspace/{your-company-slug}/accounting/bank-accounts
|
Bank/cash registers linked to GL. | Setup before reconciliation. | Belongs to: Accounting. bank_accounts. | Yes | Yes | Yes |
| Bank reconciliation | /workspace/{your-company-slug}/accounting/reconciliation
|
Match statement lines to journal lines. | Monthly after bank statement. | Belongs to: Accounting. bank_statements. | Yes | Yes | Show |
| Tax codes | /workspace/{your-company-slug}/accounting/tax-codes
|
GST/TDS/TCS rate definitions. | Tax reporting setup. | Belongs to: Accounting. tax_codes. | Yes | Yes | Yes |
| Tax returns | /workspace/{your-company-slug}/accounting/tax-returns
|
GSTR/TDS return workspace. | Filing period. | Belongs to: Accounting. tax_returns. | Yes | Yes | Show |
| Currencies | /workspace/{your-company-slug}/accounting/currencies
|
Currency master; base currency. | Multi-currency setup. | Belongs to: Accounting. currencies. | Yes | Yes | Yes |
| Exchange rates | /workspace/{your-company-slug}/accounting/exchange-rates
|
Daily FX rates to base. | Foreign currency transactions. | Belongs to: Accounting. exchange_rates. | Yes | — | — |
| Cost centers | /workspace/{your-company-slug}/accounting/cost-centers
|
Departments/projects for reporting. | Budgeting and JE dimensions. | Belongs to: Accounting. cost_centers. | Yes | Yes | Yes |
| Budgets | /workspace/{your-company-slug}/accounting/budgets
|
Budget by period and GL line. | Annual planning. | Belongs to: Accounting. budgets. | Yes | Yes | Show |
| Fixed assets | /workspace/{your-company-slug}/accounting/fixed-assets
|
Register, depreciation, disposal. | Capital assets; month-end. | Belongs to: Accounting. fixed_assets. | Yes | Yes | Show |
| Recurring journals | /workspace/{your-company-slug}/accounting/recurring-journals
|
Scheduled balanced JEs; run due. | Rent, recurring accruals. | Belongs to: Accounting. Cron daily 02:00. | Yes | Yes | Show |
| Ledger | /workspace/{your-company-slug}/accounting/reports/ledger
|
Transactions for one account in a period. | Investigate balance; audit a single account. | Belongs to: Accounting reports. Source: journal_entry_lines. | Rep | — | — |
| Trial balance | /workspace/{your-company-slug}/accounting/reports/trial-balance
|
All account balances; debits = credits check. | Month-end close. | Belongs to: Accounting reports. | Rep | — | — |
| P&L | /workspace/{your-company-slug}/accounting/reports/pl
|
Income minus expenses for a period. | Management accounts; investor reporting. | Belongs to: Accounting reports. | Rep | — | — |
| Balance sheet | /workspace/{your-company-slug}/accounting/reports/balance-sheet
|
Assets, liabilities, equity at a date. | Year-end; loan applications. | Belongs to: Accounting reports. | Rep | — | — |
| Cash flow | /workspace/{your-company-slug}/accounting/reports/cash-flow
|
Indirect-method cash flow statement. | Liquidity reporting. | Belongs to: Accounting reports. | Rep | — | — |
| AR aging | /workspace/{your-company-slug}/accounting/reports/ar-aging
|
Customer receivables by age bucket. | Collections. | Belongs to: Accounting reports. | Rep | — | — |
| Customer outstanding | /workspace/{your-company-slug}/accounting/reports/customer-outstanding
|
Open customer balances. | Credit control. | Belongs to: Accounting reports. | Rep | — | — |
| Customer statement | /workspace/{your-company-slug}/accounting/reports/customer-statement
|
Per-customer statement. | Customer reconciliation. | Belongs to: Accounting reports. | Rep | — | — |
| AP aging | /workspace/{your-company-slug}/accounting/reports/ap-aging
|
Vendor payables by age bucket. | Cash planning. | Belongs to: Accounting reports. | Rep | — | — |
| Vendor outstanding | /workspace/{your-company-slug}/accounting/reports/vendor-outstanding
|
Open vendor balances. | Payment run. | Belongs to: Accounting reports. | Rep | — | — |
| Vendor statement | /workspace/{your-company-slug}/accounting/reports/vendor-statement
|
Per-vendor statement. | Before paying vendor. | Belongs to: Accounting reports. | Rep | — | — |
| Budget vs actual | /workspace/{your-company-slug}/accounting/reports/budget-vs-actual
|
Budget variance report. | Management review. | Belongs to: Accounting reports. | Rep | — | — |