# HeroBM > HeroBM is an open-code, self-hosted ERP platform providing absolute data sovereignty. It connects sales order management (OMS), warehouse inventory (WMS), purchasing, manufacturing (BOM/work orders), CRM, and native double-entry general ledger accounting into a single real-time system. ## Core Architectural Concepts - **Unified Actors**: Customers, suppliers, and contacts share a single unified entity model without duplication. - **Perpetual Real-Time Inventory**: Immutable stock movement ledger with on-hand, allocated, available, and quarantined balances. - **Integrated Double-Entry GL**: Operational actions (invoicing, receiving, settlements) post directly to real-time general ledger subledgers. - **Transactional Outbox Relay**: Reliable event-driven integrations with guaranteed at-least-once delivery for webhooks and background jobs. - **Model Context Protocol (MCP) & REST API**: Native tool endpoints and OpenAPI 3.0 specifications for autonomous AI agents and developer workflows. ## Machine-Readable Specifications - [OpenAPI 3.0 Specification](https://herobm.com/openapi.json): Full REST API specification covering all endpoints, parameters, and DTO schemas. - [Full Consolidated Documentation](https://herobm.com/llms-full.txt): Complete 35-guide documentation corpus in a single plaintext file. ## Documentation Index & Raw Markdown Guides ### Overview - [System Overview](https://herobm.com/docs/overview.md): Core concepts, navigation structure, and interface conventions across HeroBM. - [Installation & Setup Guide](https://herobm.com/docs/install-guide.md): Universal fast-install setup guide, startup run profiles, autostart resilience, and network configuration for Windows, Linux, and macOS. - [System Architecture](https://herobm.com/docs/architecture.md): Technical architecture, key components, data flow, security model, and implementation details of HeroBM. ### Sales - [Customer Accounts](https://herobm.com/docs/customers.md): Manage customer profiles, credit limits, price scales, delivery addresses, and trading terms. - [Sales Quotes](https://herobm.com/docs/sales-quotes.md): Prepare customer price estimates, send branded PDF quotations, and convert quotes to Sales Orders. - [Over-The-Counter (OTC) Sales](https://herobm.com/docs/over-the-counter-sales.md): Process rapid trade counter sales with barcode scanning, direct bin stock deduction, instant tax invoicing, and immediate payment receipts. - [Sales Orders](https://herobm.com/docs/sales-orders.md): Create quotes and orders, evaluate customer credit and stock availability, email documents, fulfill items, and invoice. - [Shipments & Delivery](https://herobm.com/docs/shipments.md): Manage outbound shipments, packing slips, shipping labels, carrier tracking, and order dispatch. - [Sales Invoices](https://herobm.com/docs/sales-invoices.md): Issue customer invoices, manage payment terms, record tax, and post directly to Accounts Receivable. - [Sales Returns & RMA](https://herobm.com/docs/sales-returns.md): Manage customer return authorizations (RMA), restock returned inventory, and issue credit adjustments. - [Sales Credit Notes](https://herobm.com/docs/sales-credit-notes.md): Issue credit notes for returns or billing adjustments and allocate credits to open customer invoices. ### Inventory - [Products & Pricing](https://herobm.com/docs/products.md): Manage product catalogues, SKUs, barcode tracking, price tiers, kits/bundles, and unit costs. - [Inventory & Stock Ledger](https://herobm.com/docs/inventory.md): Track warehouse bin contents, perpetual stock ledger movements, physical counts, and location balances. - [Transfers & Quarantine](https://herobm.com/docs/transfers-quarantine.md): Transfer stock between warehouses and storage bins, manage in-transit shipments, and hold items in quarantine. - [Goods Receiving](https://herobm.com/docs/receiving.md): Process inbound supplier deliveries, customer returns, and incoming inter-warehouse transfers. - [Putaway Operations](https://herobm.com/docs/putaway.md): Move received goods from staging areas to permanent warehouse storage bins. - [Picking Operations](https://herobm.com/docs/picking.md): Pick customer orders from warehouse storage bins and prepare items for packing. - [Shipping & Outbound Logistics](https://herobm.com/docs/inventory-shipping.md): Pack picked items, execute scan-to-dispatch barcode fulfillment, print carrier consignment labels, process supplier returns (RTV), and complete dispatch. ### Purchasing - [Suppliers & Vendors](https://herobm.com/docs/suppliers.md): Manage supplier accounts, purchasing currencies, vendor payment terms, contacts, and lead times. - [Purchase Demands & Reordering](https://herobm.com/docs/purchase-demands.md): Review automated stock shortage triggers, backorder requirements, and consolidate demands into Purchase Orders. - [Purchase Orders](https://herobm.com/docs/purchase-orders.md): Manage supplier purchase orders, vendor holds, delivery schedules, document emailing, and dock receiving integration. - [Supplier Invoices & 3-Way Matching](https://herobm.com/docs/supplier-invoices.md): Verify supplier bills against Purchase Orders and Goods Receipts, record input tax, clear GRNI accruals, and post to Accounts Payable. - [Purchase Returns & Debit Notes](https://herobm.com/docs/purchase-returns.md): Return defective or excess stock to vendors (RTV), email return slips, track credit dockets, and issue Debit Notes. ### Manufacturing - [Manufacturing & Work Orders](https://herobm.com/docs/work-orders.md): Schedule production assembly, issue raw materials from stock, record scrap, and receive finished goods. ### CRM - [CRM: Actors, Projects & Contacts](https://herobm.com/docs/crm.md): Manage business relationships, contact roles, internal projects, activity logs, and geographic account maps. ### Finance - [General Ledger & Chart of Accounts](https://herobm.com/docs/general-ledger.md): Manage financial accounts, create manual journal entries, monitor fiscal locking, and generate balanced Trial Balances. - [Balances & Aging](https://herobm.com/docs/balances.md): Review Accounts Receivable and Payable aging, customer statement balances, and tax liabilities. - [Fiscal Periods & Financial Locking](https://herobm.com/docs/fiscal-periods.md): Manage monthly financial periods, automatic fiscal calendar generation, period lock states, and audit governance. - [Statement of Cash Flows](https://herobm.com/docs/cash-flow.md): Inspect direct operational, investing, and financing cash flows, verify zero-drift general ledger parity, and generate formal cash flow statements. - [Payments & Settlements](https://herobm.com/docs/payments.md): Record customer receipts, allocate payments against invoices, execute supplier payment runs, and print remittance advice. - [Bank & Subledger Reconciliations](https://herobm.com/docs/reconciliations.md): Import bank statements, match bank feed lines against ledger payments, and verify continuous subledger parity. ### Reporting - [Reporting & PDF Templates](https://herobm.com/docs/reporting.md): Generate operational reports, analyze business data, and design branded PDF documents using Typst. ### Technical - [Developers, Outbox & System Health](https://herobm.com/docs/technical-operations.md): Manage API keys, Webhooks, rate limits, email SMTP outbox, legacy database imports (ABM/Odoo/CSV), and system diagnostics. - [Data Import Pipelines (ELT)](https://herobm.com/docs/import-pipelines.md): Architecture, step-by-step model building, schema mapping, and best practices for dlt and dbt data ingestion pipelines. - [Database Schema Reference](https://herobm.com/docs/database-schema.md): Comprehensive relational database schema reference, entity definitions, table columns, data types, constraints, and entity-relationship lineage for herobm_core. - [Webhooks API Reference](https://herobm.com/docs/webhooks-api.md): Real-time event subscriptions, payload schemas, event matrix, signature verification, and delivery retry policies. - [REST API Reference](https://herobm.com/docs/api-reference.md): RESTful API documentation, authentication, rate limits, error schemas, and endpoint catalog. ### Administration - [Master Groups & System Settings](https://herobm.com/docs/admin-settings.md): Configure customer/supplier/product groups, company profile, default financial accounts, email SMTP outbox, and global settings. - [Users, Roles & Permissions](https://herobm.com/docs/admin-users.md): Manage operator accounts, role assignments, and granular Casbin RBAC access control policies. ### Dashboard - [Operations Dashboard](https://herobm.com/docs/dashboard.md): Monitor live business metrics and operational shortcuts using configurable widgets.