Business Suite

Back-office vs commerce, which modules unlock by billing plan, and where to start.

How money and stock work in Business Suite — journals, stock, and parties.

First-week setup by plan — progressive checklists with clear “done when” goals.

Map of the purchase → stock chain: PO, GRN, supplier bill, payment, and inventory rules.

Create, approve, send, and track a purchase order against a supplier party — before receiving stock.

Receive against a PO to post warehouse stock and update qtyReceived — without double-counting bill-posted qty.

Find POs and bills, edit drafts, delete drafts, cancel safely, and reverse stock when goods go back to a supplier.

Map of Finance dashboard, Accounting, Banking, Expenses, and Reports — formal books vs commerce performance (Growth+).

Run Trial Balance (TB), P&L, Balance sheet, Cash flow, and Tax summary with date filters (Growth+).

Create cash and bank/MFS accounts, deposit/withdraw/transfer, and reconcile statement lines (Growth+).

Record operating spend, pay from treasury, and review By category / Monthly / Outstanding reports (Growth+).

Commerce performance summaries (revenue, products, channels) and POS closing reports — not a substitute for Accounting books.

Map of Warehouse, Production, HR (Human Resources), Payroll, and Branches — open each topic for full how-to detail.

Create warehouses, view balances and movements, and transfer stock between locations (Professional+).

Save a recipe (BOM), then run production: materials go down, finished products go up in your warehouse.

Track longer client jobs — name, status, dates, budget, and optional client contact.

Track a repair or service from open → in progress → waiting parts → done.

List company equipment (not products for sale), track status, and assign a branch if you have outlets.

Create and manage the employee directory: contacts, department, designation, status, and Enterprise branch assignment.

Run payroll from HR salaries: pay now, accrue payable, or settle — journals post to books; void mistakes instead of deleting history.

Create multi-outlet branches on Enterprise and link warehouses and HR employees to each outlet.

Central fixes for double stock, missing menus, banking recon, Trial Balance (TB), P&L confusion, and Payroll.