ERP modules in your workspace

Modules

After you enter a workspace, the left sidebar groups features by business area. Menus you see depend on your role and permissions.
Every sub-menu explained in tables: Sidebar menus & sub-menus — Workspace, Inventory, Sales, Purchase, Accounting (path, purpose, list/create/edit, what it connects to).

Workspace

Dashboard

/workspace/{your-company-slug}

KPIs and shortcuts for modules you can access.

Team

/workspace/{your-company-slug}/team

Read-only member directory and roles.

My referral codes

/workspace/{your-company-slug}/account/referrals

Personal referral codes when enabled for your account.

Plan & billing

/workspace/{your-company-slug}/billing

Subscription, plan change, checkout, and payment history (owner).

Organization & team

/workspace/{your-company-slug}/settings/organization

Legal profile, branding, invites, roles (owner/admin).

Activity log

/workspace/{your-company-slug}/activity

Audit-style timeline of workspace changes.

Support

/workspace/{your-company-slug}/support/tickets

Tickets to platform or organization support.

Account profile

/workspace/{your-company-slug}/account/profile

Your name, password, and two-factor authentication.

Inventory

Overview

/workspace/{your-company-slug}/inventory

Inventory dashboard and quick links.

Stock availability

/workspace/{your-company-slug}/inventory/availability

On-hand and available qty by product and warehouse.

Categories

/workspace/{your-company-slug}/inventory/categories

Product grouping hierarchy.

Warehouses

/workspace/{your-company-slug}/inventory/warehouses

Storage locations for stock.

Bins

/workspace/{your-company-slug}/inventory/bins

Sub-locations inside warehouses.

Products

/workspace/{your-company-slug}/inventory/products

SKU master: stockable items and services.

Stock movements

/workspace/{your-company-slug}/inventory/movements

Read-only ledger of quantity changes.

Goods receipts

/workspace/{your-company-slug}/inventory/goods-receipts

GRN: receive stock from vendors or manual.

Stock transfers

/workspace/{your-company-slug}/inventory/transfers

Move stock between warehouses or bins.

Stock adjustments

/workspace/{your-company-slug}/inventory/adjustments

Correct qty after shrinkage or migration.

Physical counts

/workspace/{your-company-slug}/inventory/physical-counts

Cycle or full counts with variance posting.

Reports

/workspace/{your-company-slug}/inventory/reports

Low stock, valuation, ABC, movement registers, and more.

Sales

Overview

/workspace/{your-company-slug}/sales

Order-to-cash KPIs and pipeline shortcuts.

Customers

/workspace/{your-company-slug}/sales/customers

Customer master and addresses.

Price lists

/workspace/{your-company-slug}/sales/price-lists

Contract pricing by customer and product.

Quotations

/workspace/{your-company-slug}/sales/quotations

Price offers; convert to sales orders.

Sales orders

/workspace/{your-company-slug}/sales/orders

Firm commitments to deliver.

Delivery notes

/workspace/{your-company-slug}/sales/delivery-notes

Pick/pack/dispatch against sales orders.

Sales invoices

/workspace/{your-company-slug}/sales/invoices

Accounts receivable billing documents.

Recurring invoices

/workspace/{your-company-slug}/sales/invoices/recurring

Scheduled invoice templates.

Bulk invoicing

/workspace/{your-company-slug}/sales/invoices/bulk

Generate many invoices at once.

POS

/workspace/{your-company-slug}/sales/pos/terminal

Point-of-sale checkout for walk-in sales.

Commissions

/workspace/{your-company-slug}/sales/commissions/report

Sales commission accrual and payout report.

Payments

/workspace/{your-company-slug}/sales/receipts

Customer receipts allocated to invoices.

Bank match

/workspace/{your-company-slug}/sales/bank-deposit-match

Match bank deposits to receipts.

Sales returns

/workspace/{your-company-slug}/sales/returns

RMA / credit notes and restock.

Purchase

Overview

/workspace/{your-company-slug}/purchase

Procurement KPIs and open documents.

Vendors

/workspace/{your-company-slug}/purchase/vendors

Supplier master and approval status.

Approval thresholds

/workspace/{your-company-slug}/purchase/approval-settings

Multi-level PR/PO/PI approval limits.

Requisitions

/workspace/{your-company-slug}/purchase/requisitions

Internal purchase requests.

RFQs

/workspace/{your-company-slug}/purchase/rfqs

Request for quotation and award.

Blanket POs

/workspace/{your-company-slug}/purchase/blanket-orders

Long-term agreements with releases.

Purchase orders

/workspace/{your-company-slug}/purchase/orders

Commitments to buy from vendors.

Goods receipts

/workspace/{your-company-slug}/inventory/goods-receipts

Receive against PO; updates inventory.

Purchase invoices

/workspace/{your-company-slug}/purchase/invoices

Vendor bills (accounts payable).

Debit notes

/workspace/{your-company-slug}/purchase/returns

Vendor returns and credits.

Vendor 360°

/workspace/{your-company-slug}/purchase/vendors/{id}

Vendor-centric AP, spend, and procurement view.

Payment runs

/workspace/{your-company-slug}/purchase/payment-runs

Batch AP payments from open vendor invoices.

Vendor payments

/workspace/{your-company-slug}/purchase/vendor-payments

Outbound payments to vendors.

Vendor performance

/workspace/{your-company-slug}/purchase/vendor-performance

Delivery and quality metrics by vendor.

Price lists

/workspace/{your-company-slug}/purchase/price-lists

Contract pricing by vendor and product.

Reports

/workspace/{your-company-slug}/purchase/reports

Spend and operational purchase reports.

Accounting

Dashboard

/workspace/{your-company-slug}/accounting

AR/AP, cash, GST KPIs.

Chart of accounts

/workspace/{your-company-slug}/accounting/accounts

GL account hierarchy and types.

Accounting periods

/workspace/{your-company-slug}/accounting/periods

Open, close, lock fiscal months.

Journal entries

/workspace/{your-company-slug}/accounting/journals

Manual double-entry vouchers.

Customer / vendor ledger

/workspace/{your-company-slug}/accounting/ar/ledger

AR and AP sub-ledgers.

Banking & tax

/workspace/{your-company-slug}/accounting/bank-accounts

Bank accounts, reconciliation, tax codes.

Fixed assets & recurring journals

/workspace/{your-company-slug}/accounting/fixed-assets

Assets, depreciation, templates.

Financial reports

/workspace/{your-company-slug}/accounting/reports/trial-balance

TB, P&L, balance sheet, cash flow, aging.

How to use (every screen explained)

Reference & overviews

Typical procure-to-pay flow

  1. Create or approve a purchase requisition
  2. Send RFQ to vendors (optional)
  3. Create purchase order and send to vendor
  4. Receive goods (GRN) into warehouse
  5. Record vendor purchase invoice
  6. Pay vendor via vendor payment

URL pattern

Most pages live under /workspace/{your-company-slug}/…. Example: /workspace/acme/purchase/orders for purchase orders.