Table of Contents

Core concepts, navigation hierarchy, interface conventions, and keyboard shortcuts across HeroBM.

• System Overview
• Installation & Setup Guide
• System Architecture

Quotes, multi-tier price scales, automated customer credit checks, live stock allocation, dispatch tracking, and sales invoicing.

• Customer Accounts
• Sales Quotes
• Over-The-Counter (OTC) Sales
• Sales Orders
• Shipments & Delivery
• Sales Invoices
• Sales Returns & RMA
• Sales Credit Notes

Perpetual stock ledger, bin-level tracking, dock receiving, putaway, transfers, and physical stock count adjustments.

• Products & Pricing
• Inventory & Stock Ledger
• Transfers & Quarantine
• Goods Receiving
• Putaway Operations
• Picking Operations
• Shipping & Outbound Logistics

Demand-driven backorder generation, purchase orders, dock receiving, 3-way invoice matching, and supplier debit notes.

• Suppliers & Vendors
• Purchase Demands & Reordering
• Purchase Orders
• Supplier Invoices & 3-Way Matching
• Purchase Returns & Debit Notes

Multi-level Bill of Materials (BOM), production job work orders, component parts staging, scrap tracking, and finished goods restocking.

• Manufacturing & Work Orders

Single-record business entity model for customers, suppliers, and prospects without duplicate records, plus project timelines and territory maps.

• CRM: Actors, Projects & Contacts

Native double-entry GL engine, automated operational subledger postings, real-time Trial Balance, and bank reconciliations.

• General Ledger & Chart of Accounts
• Balances & Aging
• Fiscal Periods & Financial Locking
• Statement of Cash Flows
• Payments & Settlements
• Bank & Subledger Reconciliations

Interactive operational data analytics coupled with a modern Typst engine for pixel-perfect branded PDF generation.

• Reporting & PDF Templates

Developer-first architecture, OpenAPI REST endpoints, transactional outbox relay, MCP servers, and role-based permissions.

• Developers, Outbox & System Health
• Data Import Pipelines (ELT)
• Database Schema Reference
• Webhooks API Reference
• REST API Reference

User access control (RBAC), customer/supplier groups, system settings, audit logs, and security policies.

• Master Groups & System Settings
• Users, Roles & Permissions

Central operations hub, quick quote/order creation, search, and activity timelines.

• Operations Dashboard