Enterprise Operations & ERP

BrandedClaws Business ERP & Operations OS Master Guide

Manage your enterprise's complete lifecycle: customer relationships, commercial quotes, multi-currency invoicing, purchasing, warehouse inventory, HR, project timesheets, double-entry accounting, and real-time AI Digital Front Desk agenda synchronization.

11 Core Operational Modules

All features below are embedded directly inside your BrandedClaws Dashboard sidebar under Business ERP.

1. Company & Multi-Currency Setup
2. CRM & Contact Management
3. Quotes & Commercial Proposals
4. Invoicing & Partial Settlement
5. Vendor Purchasing & POs
6. Product Catalog & Inventory
7. HR, Staff & Expense Claims
8. Projects, Tasks & Timesheets
9. Support Tickets & SLAs
10. Double-Entry Accounting
11. AI Digital Front Desk Agenda

Module 1: Organization Profile & Multi-Currency Management

Establish your business entity details, upload custom invoice letterhead logos, configure default VAT/tax dictionaries, and manage multi-currency exchange rates for cross-border transactions.

Step-by-Step Configuration:
  1. Navigate to Business ERP → Admin System Config → Setup → Company/Org.
  2. Enter legal business name, registered address, country, email, and tax numbers (VAT, EIN, TIN).
  3. Upload your high-resolution company logo (PNG, 300x300px). The logo automatically renders on all PDF quotes, invoices, and purchase orders.
  4. To enable international billing, go to Setup → Modules/Apps and toggle on Multi-Currency.
  5. Set currency exchange rates under Home → Setup → Currencies. Assign specific currencies to individual customer profiles for automated localized invoice generation.

Module 2: Customer Relationship Management (CRM) & Contacts

Maintain a central directory of customers, prospects, suppliers, and individual contact representatives with interaction histories and credit limits.

Managing CRM Records:
  • Creating Third Parties: Go to Customer Rel. (CRM) → Third Parties → New. Select relationship type: Customer, Prospect, or Vendor.
  • Bulk Data Import: Go to Multi-Modules → Data Import. Download the CSV template, map fields (Name, Email, Phone, Address, VAT), and run the batch importer.
  • B2B Prospect Sync: Push leads captured in Audience Manager (B2B Prospector) directly into your CRM with 1 click.
  • Contact History: View every proposal, invoice, support ticket, and voice/chat AI appointment linked to each contact card.

Module 3: Commercial Proposals & PDF Quotes

Generate formal, branded PDF price proposals with custom line items, discounts, tax rates, and validity periods.

Creating & Sending Proposals:
  1. Go to Customer Rel. (CRM) → Commercial Proposals → New Proposal.
  2. Select client from your CRM directory and set proposal validity (default: 30 days).
  3. Add line items: select products/services from your catalog or enter custom descriptions, quantities, unit prices, and tax rates.
  4. Click Validate to lock the proposal and assign an official sequence code.
  5. Click Generate PDF to build a branded PDF document. Click Send Email to email the PDF quote directly to the client.
  6. When the customer accepts, click Create Order or Create Invoice to convert it instantly.

Module 4: Invoicing, Payments & Partial Settlement

Issue standard invoices, deposit down-payments, credit notes, and recurring retainers with real-time balance tracking.

Invoicing Workflow:
  • New Invoices: Navigate to Financial & Acc. → Invoices → New Invoice (or convert from a Proposal).
  • Validation: Click Validate to assign an official tax invoice number.
  • Recording Payments: Click Emit Payment, choose payment method (Bank Transfer, Credit Card, Cash), enter amount, and confirm.
  • Partial Payments: If a customer pays partially, the invoice remains in Started status with the outstanding balance calculated automatically.

Module 5: Purchasing, Vendor Management & Purchase Orders (VRM)

Manage suppliers, issue purchase orders (POs), track goods received, and match supplier bills for cost control.

Purchasing Steps:
  1. Register vendor profiles under Vendor Rel. (VRM) → Vendors.
  2. Create Purchase Orders under Vendor Rel. (VRM) → Purchase Orders → New.
  3. Add required catalog items or custom descriptions, validate, and email the PO PDF to your supplier.
  4. When items arrive, log inventory receipts under Receptions and match against supplier bills.

Module 6: Product & Service Catalog, Warehouses & MRP

Track SKU pricing, multi-warehouse stock levels, reorder alerts, and manufacturing Bill of Materials (BOM).

  • Catalog Management: Go to Product Management → Products to add SKUs, selling prices, cost prices, and stock threshold warnings.
  • Warehouses: Go to Stocks → Warehouses to create physical storage locations and execute stock transfers.
  • AI Receptionist Sync: Products in your catalog are instantly searchable by Text AI Chatbot and Voice AI Front Desk Receptionists.

Module 7: Human Resources (HR), Leave Requests & Expense Claims

Manage staff profiles, process time-off requests, and reimburse employee expense claims.

  1. Manage employee profiles under Human Resource (HR) → Users & Groups.
  2. Employees submit time off under HR → Leave Requests → New Request. Managers approve/refuse requests with automated leave balance deductions.
  3. Employees submit travel/hardware expenses under HR → Expense Reports with receipt attachments.

Module 8: Project Management, Gantt Charts & Timesheets

Track client project deliverables, milestone deadlines, Gantt charts, and billable team hours.

  • Create projects under Projects & PM → Leads / Projects → New Project.
  • Assign tasks and team members; track progress visually on interactive Gantt Charts.
  • Log billable hours via Timesheets and convert logged hours into customer invoices with 1 click.

Module 9: Support Ticket Desk & SLA Tracking

Manage customer support inquiries with assigned SLA priorities, categories, and resolution history.

Access tickets under Customer Rel. (CRM) → Tickets. Tickets created by AI Chatbot or Voice AI Front Desk agents automatically appear in this desk with customer contact details attached.

Module 10: Double-Entry Financial Accounting & Tax Reports

Automated financial ledgers, chart of accounts binding, profit & loss statements, and tax audit reporting.

  • Access accounting under Financial & Acc. → Acc. (Double Entry).
  • Validated sales invoices, purchase bills, and payments auto-bind to ledger accounts.
  • Generate Balance Sheets, Income Statements (P&L), and VAT/Tax reports ready for export to CSV or Excel.

Module 11: AI Digital Front Desk & Voice/Text AI Agenda Sync

Real-time multi-channel appointment scheduling linking website chatbot widgets and phone voice agents directly to your ERP Agenda.

How Agenda Sync Works:
  1. Navigate to Projects & PM → Agenda to view your real-time calendar.
  2. When a customer schedules a call or consultation via the Text AI Chatbot or Voice AI Front Desk Agent, the appointment is verified for open business hours and written directly into your ERP Agenda.
  3. The caller is matched or created as a CRM Third-Party prospect card.
  4. View and manage all appointments, leads, tickets, quotes, feedback, and escalations in your Agenda & Secretarial Hub (/dashboard/agenda).

Frequently Asked Questions & Troubleshooting

Business ERP menu not visible in sidebar
Ensure your account has CRM permissions enabled. Superadmins can verify under Admin Center → Permissions.
PDF Invoice missing logo or legal tax ID
Go to Business ERP → Home → Setup → Company/Organisation and upload your PNG logo (300×300px) and fill in tax identification numbers.
Currency conversion rate is outdated
Update exchange rates under Business ERP → Home → Setup → Currencies or enable automatic exchange rate synchronization.
Contact not appearing in invoice dropdown
Verify that the Third Party contact is set as type 'Customer'. Prospects and vendors do not appear in customer invoice dropdowns.
Next Guide
Autonomous Campaign Engine & Drip Funnels
All Guides