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NotrinosERP 1.0 Documentation

Introduction

NotrinosERP 1.0 brings together customer relationship management, sales, purchasing, inventory, manufacturing, accounting, HR, and approvals in one ERP workspace. New users should think of the system as one connected flow: capture demand, execute operations, record finance, and review results from the dashboard.

Start here

  1. Open the dashboard to see KPIs, shortcuts, and pending work for the current module.
  2. Use the left application switcher to move between CRM, Sales, Purchases, Inventory, Manufacturing, General Ledger, Human Resources, and Setup.
  3. On any ERP screen, click Help in the page header to open the matching documentation page.
  4. Use Help Index when you know the function name but not the module.

How NotrinosERP fits together

  • CRM captures leads, opportunities, campaigns, contracts, and appointments before work becomes a transaction.
  • Sales turns demand into quotations, orders, deliveries, invoices, returns, and customer follow-up.
  • Purchases manages supplier purchasing, goods receipt, invoices, and vendor settlement.
  • Inventory controls items, locations, stock movements, costing, replenishment, and operational visibility.
  • Manufacturing manages bills of material, work orders, and production execution.
  • General Ledger records payments, deposits, journals, budgets, reconciliation, and financial reporting.
  • Human Resources manages employees, attendance, leave, overtime, payroll, and approvals.
  • Setup and Approvals define users, access, company settings, and reusable multi-level approval workflows.

Typical operating flow

  1. Win and plan work: CRM -> Sales
  2. Buy or make what is needed: Purchases + Inventory + Manufacturing
  3. Deliver and bill: Sales + Inventory
  4. Post, reconcile, and analyze: General Ledger + Dimensions + Reports & Analysis
  5. Support people operations: Human Resources + Approval System

What daily work looks like

The Sales workspace shows how transactional work is organized: actions on the left, inquiries and reports beside them, and the current module dashboard in the main content area. This same pattern is reused across the ERP, so once a user understands one module, the rest of the navigation becomes predictable.

Inventory illustrates the operational side of NotrinosERP: item masters, locations, transfers, adjustments, movement history, and stock reporting. Most downstream functions in sales, purchasing, manufacturing, and finance depend on accurate inventory and document flow.

Recommended first 30 minutes

  1. Review Main Menu and Dashboard.
  2. Open CRM, Sales, and Inventory to understand the demand-to-delivery flow.
  3. Review General Ledger and Reports & Analysis to see how transactions become financial results.
  4. Open Setup to understand users, permissions, company configuration, and optional modules.
  5. Use page-level Help from live screens whenever you need field-by-field guidance.

Key pages for new users