A unified foundation for company, users, and shared data

Core

The module centralizes company, branch, user, and access data. It also manages the product and partner catalogs, settings, numbering, attachments, and notifications used across the business.

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12Features
14Default sequences
6Built-in roles
2Documented lifecycles

Inside the system

Real screens from the system

Features

01

Company Profile

Manages the organization's identity and core financial and regional defaults.

  • Update bilingual identity, logo, contact details, and address.
  • Set currency, language, timezone, and fiscal-year start.
  • Keep tax and commercial registration details in the central profile.
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02

Branches

Organizes business locations and associates users and work with branches.

  • Create branches with bilingual addresses and contact details.
  • Designate one main branch as headquarters.
  • Activate or deactivate branches and use them for filtering and reporting.
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03

Users

Manages staff accounts, roles, branch assignments, and access status.

  • Create user profiles with bilingual names and contact details.
  • Assign a user to a branch and role or keep company-wide access.
  • Deactivate an account to block sign-in without removing its data.
  • Prevent users from deleting their own accounts.
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04

Roles & Permissions

Controls what each role can view and do across the system.

  • Use six built-in roles for common organizational responsibilities.
  • Create custom roles and assign tailored permission sets.
  • Protect built-in roles and prevent deletion of roles assigned to users.
  • Enforce authorization for operations on the system side.
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05

Settings

Provides defined settings with company, branch, and user-level values.

  • Browse settings by module with value types and allowed choices.
  • Override values at company, branch, or user level.
  • Resolve values through a fallback chain ending at the default.
  • Validate value types and allowed choices before saving.
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06

Sequences

Generates formatted sequential identifiers for documents across modules.

  • Configure prefixes, suffixes, year, month, and digit padding.
  • Reset counters yearly or monthly, or keep them continuous.
  • Maintain independent numbering per branch when needed.
  • Prevent duplicate numbers during concurrent operations.
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07

Categories

Organizes products hierarchically and partners into purpose-based groups.

  • Build a multi-level product category tree.
  • Prevent deletion of product categories that still have children.
  • Classify partners for customers, suppliers, or both.
  • Use categories in search, filtering, and reporting.
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08

Units of Measure

Manages measurement groups and conversions through a base unit.

  • Group related units into measurement families.
  • Define one base unit and a conversion factor for every other unit.
  • Display unit symbols alongside quantities.
  • Link units to products for purchasing and selling.
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09

Products & Services

Manages goods and services with pricing, units, variants, and tracking controls.

  • Define a good or service with category, prices, and minimum sale price.
  • Add alternative units with specific prices and conversion factors.
  • Create variants with attributes, identifiers, and price adjustments.
  • Import products or create them in batches.
  • Track inventory, batches, and serial numbers when required.
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10

Business Partners

Unifies customer and supplier data, addresses, contacts, and credit limits.

  • Register a partner as a customer, supplier, or both.
  • Maintain multiple contacts and addresses with primary and default choices.
  • Set classification, credit limit, and payment terms.
  • Freeze and reactivate partners under controlled status rules.
  • Record debt increases and decreases and calculate the current balance.
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11

Attachments

Links files and documents to different system records with essential metadata.

  • Attach images, files, and documents to any supported record.
  • Record file name, size, type, and uploader.
  • Download a file using its original name.
  • Delete both the attachment record and its stored file.
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12

Notifications

Delivers system alerts to each user and tracks read status.

  • Show only the current user's notifications with bilingual content.
  • Provide an unread count for the notification badge.
  • Mark one or all notifications as read.
  • Retain notifications as a record without user deletion.
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Workflow

Prepare core data for operations

1

Configure the company

Enter identity, contact, currency, language, and fiscal settings.

2

Create branches

Define operating locations and designate headquarters.

3

Prepare access

Configure roles and permissions, then create users and assign branches.

4

Build catalogs

Create categories, units, products, and business partners.

5

Apply settings and numbering

Customize operating values and required document-number formats.

6

Use shared services

The system links attachments and delivers notifications during operations.

Automatic
Explore the complete workflow

Document lifecycle

Business partner status

ActiveFrozenSuspended

A frozen partner cannot enter new transactions, and freezing is reversible.

Serial number status

AvailableReservedSoldReturnedDamaged

Receipt approval makes a serial available, while issue approval marks it sold.

Works with

Accounting

Sequences number journal entries, and attachments can be linked to accounting records.

Inventory

Products, units, and categories support inventory, batch, and serial tracking.

Sales

Product, partner, and sequence data supports sales documents.

Purchases

Purchasing uses shared supplier, product-unit, and sequence data.

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Illustration — Core — Moon ERP