Accounting Module
CHART OF
ACCOUNTS
List → Create →
Edit → View →
Ledger
GENERAL
LEDGER
List → Filter →
Create → Edit →
View
FINANCIAL
STATEMENTS
List → Income →
Balance Sheet →
Cash Flow
INVOICES
& BILLS
List → Create →
Edit → View
BANK & CASH
List → View
(transaction feed)
FIXED ASSETS
List → Create →
Edit → View
COST CENTERS
List → Create →
Edit → View
Inventory Module
ITEMS & STOCK
List (A–Z scrub
rail, bulk actions)
→ View → Create →
Edit
CATEGORIES
List (expandable
hierarchy)
WAREHOUSES
List → View
(aisle/bin detail)
→ Edit
STOCK
MOVEMENTS
Ledger (big-data,
month scrub rail)
REORDER
QUEUE
List (bulk
Create PO)
CYCLE COUNTS
List → View (bin-
by-bin count entry,
variance flag)
LOT & SERIAL
TRACKING
List (expiry alerts)
→ View (origin,
traceability chain)
Sales Module
QUOTES
List → Create →
View
CUSTOMERS
List (A–Z scrub
rail) → Create →
View → Edit
SALES ORDERS
List → View (from
Quote, fulfillment
progress)
PRICE LISTS
List → View (tiered
discounts, assigned
accounts)
RETURNS (RMA)
List → View
(reason, resolution:
refund/replace/credit)
Purchasing Module
PURCHASE
ORDERS
List → Create →
View (links to
Approval Flow)
VENDORS
List (A–Z scrub
rail) → Create →
View → Scorecard
→ Edit
GOODS RECEIPT
List → View
(verify qty, QC,
auto-bill on
confirm)
RFQs
List → Create
(multi-vendor) → View
(compare bids, award
→ PO)
RETURNS TO
VENDOR
List → View (RTV
label, vendor credit)
CRM Module
LEADS
List → Create →
View (BANT
score, convert
to deal) → Edit
PIPELINE
Kanban board
→ Deal View
(stage progress)
→ Edit
ACTIVITIES
Cross-deal log
of calls, emails,
meetings
CAMPAIGNS
List → View
(open rate, leads
generated) → Edit
CONTACTS
A–Z directory of
people across leads
& accounts → View →
Edit
HR Module
EMPLOYEES
List (A–Z scrub
rail) → Create →
View → Edit
LEAVE
REQUESTS
List → Create →
View (links to
Approval Flow)
PAYROLL RUNS
List → View
(department
breakdown)
ORG CHART
Tree visualization
with expandable
reporting lines
RECRUITMENT
Candidate pipeline
(kanban) → View →
Edit (stage, notes)
ATTENDANCE
Clock-in log with
late/on-leave status
PERFORMANCE
List → View
(competency ratings,
goals)
Workflow Templates
WORKFLOWS
Hub · Operations vs
Configuration split ·
visual step designer
APPROVAL &
HISTORY
Generic per-
record views —
drop into any
module's record
detail screen
AUDIT LOG
List (system-
wide, all
modules) →
View (forensic
detail)
RECORD UTILITIES
Comments ·
Attachments ·
Actions Sheet ·
Approval Rules
(admin config)
TASKS &
ESCALATION
Assign/Reassign ·
Escalation timer ·
Bulk Approve
PREFERENCES
Notify Me (per-
record alerts) ·
Saved Views
(filter presets)
OWNERSHIP &
CHANGES
Delegate Approvals
(OOO coverage) ·
Field Change Diff
DATA HYGIENE
Recycle Bin
(restore deleted) ·
Merge Duplicates
SHARING
Per-record access
list · invite ·
shareable link
INTERACTION
STATES
Empty state ·
Error/retry state ·
Inline form
validation ·
Loading skeleton ·
Multi-step wizard
CAPTURE & ACCESS
Advanced filter
builder · Barcode
scanner · Signature
capture · Role
permissions picker
GESTURES & INPUT
Swipe actions (list
row reveal/commit) ·
Date picker sheet
SYNC & CONNECTIVITY
Pull-to-refresh feed ·
Offline banner with
queued-change sync
ORGANIZE & LINK
Tag manager · Duplicate
detection warning ·
Related record picker
(search/create/link)
SPECIALIZED INPUT
Multi-currency converter ·
Bulk export (format +
columns)
Reports Module
REPORTS &
ANALYTICS
Module home
REPORT
BUILDER
Data source →
columns/filters →
run → Preview
SAVED
REPORTS
My/Shared/
Scheduled tabs
→ View
DASHBOARDS
Gallery → View
(KPI widgets,
charts, rings)
EXPORT CENTER
Queue/history —
PDF, XLS, CSV
with status
KPI LIBRARY &
FORECASTS
Curated metric
catalog · predictive
trend chart
SCHEDULED
REPORTS &
DATA SOURCES
Recurring delivery
settings · connected
dataset catalog
System & Admin
SYSTEM & ADMIN
Module home
GLOBAL SEARCH
Cross-module
results, grouped
by record type
USERS & ROLES
List (A–Z) →
View (permission
toggles, limits)
COMPANY
SETTINGS
General · modules
· approvals ·
branding
HELP & SUPPORT
Topics → Articles
→ Live chat
INTEGRATIONS
List (connected /
issues / available)
→ View (sync log)
DATA & SYSTEM
LOG
CSV import/export ·
System-wide event
stream
NOTIFICATION
RULES
Company-wide event
→ role/team alert
routing
Manufacturing Module
MANUFACTURING
Module home
WORK ORDERS
List → View
(BOM, operations
timeline)
BILL OF
MATERIALS
List → View (nested
sub-assembly tree)
PRODUCTION
SCHEDULE
Line-by-day gantt
view
QUALITY
CONTROL
List (pass/fail ring
gauges) → View
(checklist, notes)
WORK CENTERS
List (utilization
rings) → View
(operators, downtime)
DOWNTIME LOG /
MATERIAL
CONSUMPTION
Incident history +
planned vs actual
BOM usage
Projects Module
ALL PROJECTS
List → View
(milestones,
budget, team)
TASK BOARD
Kanban — To Do /
In Progress / Done
TIME TRACKING
Live timer + weekly
chart + entries
MILESTONES &
TEAM ALLOCATION
List → View
(progress, tasks) ·
utilization by
team member
Banking Module
RECONCILIATION
List → View (match
bank vs books)
PAYMENT RUNS
List → View
(batch vendor/
payroll payouts)
POS Module
Sale Flow — register home, product lookup/scan, cart, payment method select
Tendering — cash keypad, split payment, printable/emailable receipt
Register Lifecycle — open till count, close & reconcile, shift handover between cashiers
In-store Service — returns/refunds with approval gate, discount & promo entry, loyalty customer lookup
Resilience & Reporting — offline queued-sale mode, end-of-day Z-report to Finance
Approval & Enrollment — manager PIN gate for the flagged refund, new loyalty member sign-up, park/resume a cart, price override with PIN escalation
Line & Drawer Controls — void a line item with logged confirmation, mid-shift safe drop with dual sign-off
Alt Tender & Oversight — sell/redeem gift cards, B2B tax exemption for bill-to-account customers, manager's multi-register overview, reprint/lookup, reusable manager-PIN pad
Fulfillment & Extras — employee purchase discount, non-SKU custom line item, buy-online-pickup-in-store release, multi-location stock check
Special Sales & Admin — deposit/layaway for out-of-stock special orders, kit/bundle pricing, PIN-based cashier login (session start), manager promo-code configuration
Home Page Concepts
Four directions for the app's home/dashboard screen — pick one to become the new Main
Logistics Module
Shipment Tracking — outbound/inbound list, live tracking detail linked to PO-2298, proof of delivery capture
Carriers & Rates — carrier directory led by Meridian Freight Co., carrier scorecard, freight rate comparison
Dispatch & Exceptions — daily load/route planning board, delay and damage exception reporting