Open Orders
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Overdue Tasks
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Installations (Week)
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Open Defects
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System Status
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1) Login & Security
Use your user account to access ERP actions. If password change is required, update it here first.
2) Customers
Create or view customers first. Projects and offers are always linked to a customer.
| Name | City | Open Projects |
|---|---|---|
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3) Projects
A project is a concrete construction/site context for quotes and orders.
| Title | Customer | City | Status |
|---|---|---|---|
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4) Quotes (Offer Flow)
Create a quote for a project, add quote positions, then convert it into an order.
| Quote No | Project | Status | Total Net |
|---|---|---|---|
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| Line | Type | Description | Qty | Unit | Total | Action |
|---|---|---|---|---|---|---|
| Select a quote to see positions | ||||||
5) Orders
Orders can be created manually or from quote conversion. Select an order to inspect its positions.
| Order No | Project | Status | Amount Net |
|---|---|---|---|
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| Line | Type | Description | Qty | Unit | Total |
|---|---|---|---|---|---|
| Select an order to see positions | |||||
6) Admin Area
Admin can create users and review system activity logs.
| ID | Username | Role | Password Status |
|---|---|---|---|
| Login as admin to view users | |||
| Time | User | Action | Entity |
|---|---|---|---|
| Login as admin to view logs | |||