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TOSS ERP — User Manual

This manual explains how to use the TOSS ERP portal, screen by screen and step by step. It is written for the people who operate the system every day: storekeepers, accountants, HR officers, teachers, sales staff, and the administrators who set the system up for them.

Every chapter follows the same shape:

  1. What the module is for — the business problem it solves.
  2. Who uses it — the roles involved.
  3. Setup before first use — the master data and configuration that must exist.
  4. Day-to-day procedures — numbered steps for each task.
  5. Screens and where to find them — the URL of each page.
  6. Permissions — which permission code controls each screen.
  7. Troubleshooting — the errors people actually hit, and what they mean.

Reading it in the portal

These files are also served as web pages inside the product at:

/manual/

Signed-in users reach it from User manual in the header account menu, and from the Help card on the portal home page. The pages are public, so the signup page links to them too — someone evaluating the product can read the manual before they have an account.

The pages are rendered from these Markdown files at request time, so editing a chapter here changes the page; there is no build step and no second copy. See addons/core/services/user_manual.py.

Two deployment notes:

  • The reader needs the Markdown package (in requirements.txt). An existing server needs pip install -r requirements.txt after pulling.
  • docs/USER_MANUAL/ must ship alongside the code. If it is missing, the links are hidden rather than left dead, and /manual/ returns 404.

How to read this manual

Screens are written as URLs, for example:

/inventory/items/

Everything is relative to your workspace address. If your workspace is acme.toss-erp.com, then the address above means https://acme.toss-erp.com/inventory/items/.

Wherever a step says "you need permission X", that refers to a module code and a feature code — the two-part permission system described in Chapter 4 — Users, Roles and Permissions. If a menu item is missing for you, that is nearly always the reason.

Contents

Part I — Getting started

# Chapter Covers
1 Introduction and core concepts What the product is, how a workspace is organised, vocabulary
2 Signing in and finding your way around Sign-up, login, portal home, navigation, profile, language
3 Company and organisation setup Companies, branches, departments, designations, geography
4 Users, roles and permissions Creating users, roles, granular permissions, menus

Part II — Core business modules

# Chapter Covers
5 Partners Customers, vendors, contacts, addresses, banks, sales teams
6 Sales Quotations, sales orders, deliveries, invoicing, pricelists
7 Purchase RFQs, purchase orders, receipts, vendor bills
8 Inventory Items, warehouses, transfers, lots, adjustments, valuation
9 Warehouse management (WMS) Bins, putaway, transit allocation, storage transfer
10 Manufacturing (MRP) Work centres, BOMs, manufacturing orders, costing, unbuild
11 Point of Sale Shops, cash sessions, the register, receipts, refunds
12 Accounting Chart of accounts, invoices, payments, banking, reports, tax
13 Gate Pass Inward, outward and repair gate passes, security logging

Part III — People and operations

# Chapter Covers
14 Human Resources Employees, attendance, leave, payroll, recruitment, separation
15 Project Management and Field Service Projects, task boards, timers, worksheets
16 Merchandising Territories, stores, routes, field visits
17 Help Desk Internal tickets, departments, categories, SLA
18 CCTV Monitor NVRs, edge sites, live view, camera health

Part IV — School vertical

# Chapter Covers
19 School Management Students, admissions, attendance, timetable, exams, fees
20 Fundraising campaigns Campaigns, contributions, public pages, WhatsApp

Part V — External-facing

# Chapter Covers
21 Customer and guardian portal Self-service invoices, payments, fees
22 Mobile app The installable PWA for parents, customers and teachers
23 Public website builder Themes, blocks, publishing your own home page

Part VI — Integration and platform

# Chapter Covers
24 SAP Business One integration and SAP reports Sync, PO approvals, bank reconciliation, sales analytics
25 Notifications, email and documents Notification centre, SMTP, email templates and logs
26 Administration and maintenance Backup, restore, menu editor, support requests
27 SaaS control panel For platform staff: tenants, plans, billing, tickets

Appendices

Appendix Covers
A — Permission reference Every module and feature code, and what it unlocks
B — Glossary Terms used across the product

This manual is the how to use it document. The following are the how it is built documents, kept alongside it in docs/:

Document Purpose
docs/ROLES_AND_PERMISSIONS.md Design of the permission system
docs/MENU_AND_PERMISSIONS.md How the sidebar menu is assembled
docs/DEPLOYMENT_RUNBOOK.md Installing and operating the server
docs/SCHOOL_MODULE.md School module design and data model
docs/WMS_PORTAL_SAP_DESIGN.md Warehouse design specification
docs/MRP_MODULE.md Manufacturing design specification
docs/POS_MODULE.md Point of Sale design specification
docs/MOBILE_APP.md Mobile PWA design