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ERP

A full ERP capability layer — ledger, stock, documents, projects, pricing, assets, EDI and analytics — that works against the datastores you already designed.

  • Getting Started with ERP — What the ERP layer is, how it attaches to the datastores you already have, and the legal-entity dimension everything else is filed under.
  • Calculated Fields & Rollups — Server-side arithmetic: derive a column from others on the same row, total a child datastore into its parent, and keep both correct.
  • Transactional Documents — Document types with an enforced lifecycle, and conversion from quote to order to despatch to invoice with line-level traceability.
  • General Ledger — Double-entry journals as the system of record, with three currency amounts stored at post time, immutable postings and period close.
  • Accounting & Bank Feeds — Bring transactions in from Xero, QuickBooks, Sage and bank connections, stage them for review, and categorise them with deterministic rules.
  • Stock & Inventory — An append-only movement ledger where on-hand is always derived, plus reservations, availability and FIFO valuation.
  • Structures & MRP — Bills of materials, recipes, kits and routings as one dated graph, and the requirements planning built on it.
  • Pricing & Discounts — Price lists with quantity breaks, discount rules with explicit stacking control, and commission calculation.
  • Time, Expenses & Projects — Capture time and expenses against anything, resolve rates from a rate card, and run projects with budgets and billing plans.
  • Assets & Maintenance — An asset register with meter readings, preventive maintenance scheduling, and depreciation posted per period.
  • EDI & Trading Partners — Exchange orders, despatch notes and invoices electronically with trading partners, over SFTP, FTPS, HTTPS, VAN, AS2 or OFTP2.
  • ERP Analytics — Define measures and dimensions over your datastores and query them safely, without writing SQL.