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ERPX Documentation — Your complete guide to the ERPX platform
Modules

Modules

ERPX is built with a modular architecture. Each module handles a specific area of your business and integrates seamlessly with the others. Every transaction in one module reflects automatically across all connected modules in real time.

All modules share a common database. A sales invoice automatically updates inventory, accounts receivable, and the general ledger — no manual data entry across systems.

💰Financials

Double-entry bookkeeping, journal entries, invoices, bank reconciliation, and financial reports.

Chart of AccountsJournal EntriesSales & Purchase InvoicesPayment EntriesFinancial Reports
📦Inventory

Real-time stock tracking, multi-warehouse management, stock transfers, and reorder automation.

Items & Item GroupsWarehousesStock EntriesStock ReconciliationInventory Reports
🏭Manufacturing

Bill of materials, work orders, job cards, subcontracting, and production cost tracking.

BOMWork OrdersJob CardsSubcontractingProduction Reports
👥Human Resources

Full employee lifecycle — departments, leave, attendance, shifts, expense claims, and payroll.

EmployeeLeaveExpense ClaimsShift & AttendancePayrollPerformance
📄Export Documents

Proforma invoices, letters of credit, packing lists, and AI-powered LC generation.

Proforma InvoiceLetter of CreditPacking ListShipmentLC Documents
🤝CRM

Leads, opportunities, sales pipeline, campaigns, and customer communication tracking.

LeadsOpportunitiesSales PipelineCampaignsCRM Reports
🛒Sales

Quotations, sales orders, delivery notes, sales invoices, and payment collection.

QuotationsSales OrdersDelivery NotesSales InvoicesSales Reports
🏪Purchase

Purchase requests, supplier quotations, purchase orders, GRNs, and supplier invoices.

Purchase RequestSupplier QuotationPurchase OrdersGRNPurchase Reports
👤User Management

User accounts, roles, permissions, seat allocation, and access control policies.

UsersRolesPermissionsSeat AllocationUser Assignment Rules
🎧Support

Issue tracking, support tickets, priority management, and customer support workflows.

IssuesIssue TypesIssue PrioritySupport Reports
📋Projects

Project planning, task management, timesheets, Gantt charts, and team collaboration.

ProjectsTasksTimesheetsGantt ChartsProject Reports

How Modules Connect

All modules share data and trigger each other automatically:

CRM ──→ Sales Quotation ──→ Sales Order ──→ Delivery Note ──→ Inventory └──→ Sales Invoice ──→ Financials Purchase Request ──→ Purchase Order ──→ GRN ──→ Inventory └──→ Purchase Invoice ──→ Financials HR Payroll ──→ Salary Slip ──→ Financials (Bank Entry) Manufacturing ──→ Work Order ──→ Inventory (Stock Consumption) Export Documents ──→ Proforma Invoice ──→ Letter of Credit ──→ Sales

Module Permissions

Each module can be independently enabled or disabled per user role:

ModuleAdminManagerFinanceSalesPurchaseHR
Financials👁️👁️
Inventory👁️👁️
Sales👁️
Purchase👁️
Manufacturing
Human Resources
CRM
Export Documents👁️
Projects
Support

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