Documentation

1. Workspace Setup

1. Complete Company Profile.
2. Create the required Business Units.
3. Select the active Business Context.
4. Configure users, roles and access.
5. Configure Items & Services and master data.

2. Commercial Setup

1. Maintain products and units of measure.
2. Receive goods through Goods Receipt.
3. Configure confidential B2B/B2C pricing rules.
4. Review the effective product pricing matrix.
5. Use the resolved price in Sales Orders, Delivery Challans and Invoices.

3. Sales Flow

Quotation → Sales Order → Delivery → Invoice → Receipt

Select Business to Business or Business to Consumer where offered. Product prices are resolved by the pricing engine and retained on the posted transaction.

4. Purchase & Inventory

Purchase Order → Goods Receipt → Purchase Bill → Stock

Goods Receipt is the operational point at which received product cost can update the pricing base. Stock and financial controls remain separate from the confidential pricing configuration.

5. Pricing Rules

Current pricing logic:

The pricing engine is business-aware. Product-specific rules can override the Business Default. Historical transactions are not recalculated when future pricing rules change.

6. Security & Control

Use Roles & Permissions to control access to sensitive administrative functions. Pricing configuration, cost and margin information should remain limited to authorized personnel.