Sales Information System
Invoices Module
Last Updated: January 23, 2026Overview The Invoice Module manages the billing, tracking, and collection of payments for services rendered or products sold within the ERPat system. It provides administrative and finance teams with a centralized hub to monitor outstanding balances, payment histories, and recurring billing cycles. This module ensures financial transparency by categorizing invoices based on their timeline and payment status. Key Features Accessing...
Estimates Module
Last Updated: March 30, 2026Overview The Estimates Module is used to create, manage, and track financial quotes and service proposals for clients within the ERPat system. It serves as a comprehensive portal where sales teams can generate detailed estimates, manage client requests, and monitor the status of proposals from initial draft to final estimation. Each estimate record tracks essential transactional data, including unique Estimate...
Items Module
Last Updated: March 30, 2026Overview The Item Module is used to manage and organize product inventory efficiently. It allows users to add, categorize, and track items based on their type, brand, and status. This section supports searching, sorting, and filtering functionalities to ensure easy access to item details. With features like price management, vendor tracking, and inventory monitoring, businesses can maintain accurate stock levels,...
Brands Module
Last Updated: March 30, 2026Overview The Brands Module allows businesses to manage different brands associated with their products. Users can create, categorize, and track brands, ensuring better organization and brand-specific sales tracking across the inventory system. Key Features Accessing the Brand Module Brands – Listing Page The Brands module displays all registered brands with the following columns: Additional Controls Steps for Adding a Brand...
Clients Module
Last Updated: March 30, 2026Overview The Clients Module is used to manage and maintain comprehensive records of business partners and customers. These records serve as central reference points for project management, invoicing, payment tracking, and relationship management within the Sales department. Each client profile consolidates financial summaries and contact details, ensuring consistent data usage across financial and project-related modules. Key Features Accessing the Clients...
Customers Module
Last Updated: March 30, 2026Overview The Customer Module serves as a centralized hub for managing individual customer records within the Sales department. It is designed to track personal identities, communication details, and account lifecycles, ensuring that customer data is organized and easily accessible for relationship management and reporting. By consolidating demographic and contact information, this module allows for precise tracking of customer activity and...
Stores Module
Last Updated: March 30, 2026Overview The Stores Module acts as a centralized repository for managing physical or digital store locations and their associated data. It is designed to categorize and track store entries, providing clear visibility into store statuses, classifications, and ownership within the Sales department. By organizing store information into distinct categories, this module ensures that assets are easily searchable and manageable, facilitating...