System Overview

HeroBM is an integrated business management platform connecting sales, warehouse operations, purchasing, manufacturing, CRM, and accounting into a single real-time system.

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Navigation & Layout

flowchart LR
    A[Sidebar Navigation] --> B[Sales & Orders]
    A --> C[Inventory & Warehouse]
    A --> D[Purchasing & Suppliers]
    A --> E[Manufacturing & BOM]
    A --> F[CRM & Contacts]
    A --> G[Finance & General Ledger]
    A --> H[Reports & Admin]
    A --> I[Technical]

Main Interface Areas

1. Sidebar Navigation (Left): Access all modules grouped by workflow. Sub-menus expand automatically based on your active page.
2. Top Header: Shows the current page title, search, notifications, and active filters.
3. Workspace (Center): Main data tables, forms, dashboards, and analytical cards.
4. User & Help Footer (Bottom Left):
   • User Menu: Click your name to open personal preferences or sign out.
   • Help Button (?): Click to open contextual documentation for your current screen.

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Core System Concepts

1. Unified Actors

Companies, customers, suppliers, and business contacts share a unified Actor foundation. An organisation can be both a supplier and a customer without duplicating contact details.

2. Perpetual Real-Time Inventory

Every stock movement (receipt, transfer, pick, shipment, or adjustment) immediately updates on-hand and available balances. The single source of truth is the immutable stock ledger.

3. Integrated Accounting (General Ledger)

Operational actions post directly to the General Ledger:

• Invoicing a sales order debits Accounts Receivable and credits Revenue and Tax.
• Receiving goods updates Inventory Asset balances.
• Settling invoices posts cash and bank movements.

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Getting Help

• Contextual Help: Press ? on your keyboard or click the ? button at the bottom of the sidebar to view instructions and field definitions for the page you are on.
• Search Topics: Use the Search tab in the Help Drawer to find topics across the entire manual.
• Table of Contents: Use the Contents tab to browse the manual in the exact order of the sidebar.