How modules work
Every business module follows the same pattern:- Tables hold the module’s records — quotes, purchase orders, stock movements, policies.
- Forms create and edit those records, with the fields and validations your workspace has configured.
- Views let you search, filter, sort, and export the same records in the layout that suits the job.
- Action buttons on the relevant pages perform operations such as confirming a document or generating the next one in the flow.
Which modules you see depends on the applications enabled for your workspace, your company template, and your role and permissions. If a page described in these guides is missing from your Programs menu, ask your workspace administrator whether the module is enabled for you.
Operations modules
CRM and stakeholders
Shared master records for people and companies, plus leads, opportunities, campaigns, and tickets.
Sales quotes and orders
Order-to-cash: quotes, orders, customer invoices, price lists, and receivables.
Purchasing
Procure-to-pay: purchase orders, goods receipts, supplier invoices, and payables.
Inventory
Products and variants, warehouses, movements, lots, serials, and average cost.
Point of sale
A dedicated fast-sale screen with full cash-session and branch-closure control.
Marketplace
Build quotes, orders, and invoices from a visual product catalog and cart.
Insurance and legal registries
Register insurance policies and legal processes with their supporting catalogs.
Finance and transport
Treasury
Record income and payments, and settle the balances your operations create.
Accounting
The ledger where operational documents post their accounting entries.
Transport
Manage transport operations, billing and settlement, and fleet monitoring.
How it all fits together
The through-line across every module is that operational documents feed Finance:- Sales produce accounts receivable balances that you collect through Treasury.
- Purchases produce accounts payable balances that you pay through Treasury.
- POS sales move inventory and cash session money with every ticket.
- Everything posts to accounting, so your books reflect what operations actually did.

