1
Prepare quotation
Enter the customer, items, prices, discounts, and taxes, then send the offer.
Workflows
How a document moves between departments — from the first step to the accounting entry.
Cycle 01
Order to cash
Follow a sale from the first customer quote through delivery and invoicing to collection and its financial and stock impact.
2
Record customer decision
Record acceptance or rejection, or let the offer expire at its validity date.
3Automatic
Convert to order
Convert the accepted quotation into a linked sales order.
Inventory
Deducts tracked stock at invoicing or delivery and restores it on cancellation or return.
Accounting
Posts invoices, payments, and returns to accounting and uses amount-in-words conversion for printing.
4
Confirm and deliver
Confirm the order and create full or partial delivery notes with shipment tracking.
5
Create and approve invoice
Create the invoice from remaining quantities or directly, then complete approval.
6Automatic
Post invoice
The system creates accounting and cost impact and updates inventory and the order according to settings.
7
Collect payments
Record payments to reduce the balance, update invoice status, and allocate installments.
Cycle 02
Procure to pay
Start with a department need, then follow approval, receiving, supplier billing, payment, and accounting posting.
1
Capture the need
A department creates a request with items, quantities, priority, and estimated cost.
2
Approve the request
The request is reviewed and either approved or rejected with a reason.
3
Issue the order
An order is created directly or from the approved request, then confirmed and sent.
4
Receive goods
Received quantities are recorded and inspected when quality mode is enabled.
5Automatic
Update inventory
The system increases stock for accepted quantities on receipt approval, or on bill posting in direct mode.
Inventory
Receipt approval or direct-mode bill posting increases stock, while return posting decreases it.
Accounting
Posting bills, returns, and payments creates accounting entries; cancellation reverses them under each document's rules.
6Automatic
Post the supplier bill
The bill is reviewed and posted, creating the entry and updating order billing progress.
7Automatic
Pay the supplier
The payment is posted to the paying account and allocated to oldest dues automatically.
Cycle 03
Hire to pay
Connect recruitment, employee records, and attendance to payroll, then carry accruals and payments into accounting.
1
Build the structure
Configure departments, positions, shifts, and policies.
2
Recruit
Manage openings, candidates, applications, and offers through hiring.
3
Manage employees
Maintain records, contracts, schedules, and salary components.
4
Track time and leave
Record attendance and process corrections and leave requests.
5Automatic
Run payroll
Combine pay, attendance, and loans to calculate net salary.
Accounting
Approved payroll posts accrual and payment entries, while end-of-service payment creates its accounting entry.
6
Develop and review
Run performance reviews and training and review reports.
7
Settle service
Calculate, approve, and pay the settlement when an employee leaves.
Cycle 04
The stock cycle
From warehouse setup and opening stock to movements, counts, and costing, see every inventory change as one connected flow.
1
Set up storage locations
Create the warehouse hierarchy and set branches, managers, and negative-stock policy.
2Automatic
Record opening stock
Enter starting quantities and costs by warehouse; the system approves them immediately and records movements.
Accounting
Each warehouse can link to a general-ledger account, while costing provides inventory values for financial processing and reporting.
3
Record movements
Create receipt, issue, or transfer documents to match physical activity.
4Automatic
Approve stock impact
The system updates balances, records movements, and calculates cost upon approval or shipping and receiving.
5
Count and reconcile
Compare physical counts with system stock and approve the resulting adjustment when needed.
6
Monitor and analyze
Review stock cards, alerts, and movement, valuation, slow-moving, and expiry reports.
Cycle 05
POS session
Turn each checkout into an invoice, payments, stock deduction, and financial entries, then reconcile differences at close.
1
Open the session
The cashier selects an active terminal and enters the opening drawer balance.
2
Add products
The cashier searches or scans products and sets quantities, discounts, and taxes.
3Automatic
Calculate the invoice
The system calculates line totals, discounts, and taxes and generates invoice and receipt numbers.
Inventory
It shows product stock by warehouse and deducts quantities when the sale is posted.
Accounting
Posting creates revenue, tax, cost, and inventory entries and posts non-credit payments.
4Automatic
Post the sale
The system posts the invoice, creates revenue and cost entries, and deducts stock.
5Automatic
Record payments
The system creates and posts payments, while credit amounts remain on the customer account.
6
Close the session
The cashier enters actual amounts and the system compares them with expected totals by payment method.
Cycle 06
Raw material to finished product
Connect the bill of materials to production, consumption, quality inspection, finished goods, and their cost.
1
Bill of Materials
Define components and manufacturing operations.
2
Production Order
Set quantity, priority, and warehouse.
3
Execution
Consume materials and perform operations.
4
Production
Record outputs and perform quality inspection.
5
Costs
Analyze materials, labor, overhead, and variances.
Inventory
Production orders use a warehouse and track material consumption.
Quality Management
The output-recording stage includes quality inspection.
