Help Index
Use this index to enter the documentation by task or module. You can also use the search box to find an exact screen name, business term, or report.
Start here
- Getting Started — learn navigation, safe processing, and how modules connect.
- Common Business Workflows — follow complete processes from beginning to end.
- Navigate the Main Menu — understand transactions, inquiries, reports, and setup pages.
- Dashboard — review indicators, shortcuts, and pending work.
Common workflows
| Workflow | Outcome |
|---|---|
| Quote to Cash | Complete a customer sale and settle the receivable |
| Purchase to Payment | Buy, receive, invoice, pay, and allocate |
| Inventory Operations | Receive, move, adjust, issue, and review stock |
| Payroll Cycle | Prepare, process, review, approve, and release payroll |
| Approval Workflow | Submit, approve or reject, delegate, escalate, and track |
| Month-End Accounting | Reconcile, review, adjust, report, and close |
Browse by module
| Module | Main topics |
|---|---|
| CRM | Leads, opportunities, campaigns, appointments, contracts, and follow-up |
| Sales | Customers, quotations, orders, deliveries, invoices, payments, and returns |
| Purchases | Suppliers, purchase orders, receipts, invoices, payments, and allocations |
| Inventory | Items, locations, stock movements, costing, replenishment, and inquiries |
| Manufacturing | Bills of material, work orders, issues, production, and costing |
| Fixed Assets | Asset setup, purchase, depreciation, transfer, sale, and disposal |
| Dimensions | Cost centers, projects, tags, and management analysis |
| General Ledger | Accounts, banking, journals, budgets, reconciliation, reports, and closing |
| Human Resources | Employees, attendance, leave, overtime, loans, payroll, and HR reports |
| Setup | Company, users, access, tax, references, extensions, and system configuration |
| Approval System | Workflow rules, dashboard, delegation, history, escalation, and notifications |
| Reports & Analysis | Operational, financial, payroll, and management reporting |
Search tips
- Search for the business action, such as pay supplier, move stock, or run payroll.
- Try common synonyms: supplier/vendor, location/warehouse, customer/debtor, dimension/cost center.
- Search the exact page title shown inside NotrinosERP when you need context help for one screen.
Tip: When you are already on a NotrinosERP page, use its Help link. Context help opens the documentation page mapped to that screen.