ebosAi MicroERP - User Manual¶
Welcome to the official User Manual for ebosAi MicroERP, an enterprise-grade ERP platform powered by artificial intelligence and tailored for modern business management.
📚 Module Overview & Navigation¶
| Module | Description | Primary Roles |
|---|---|---|
| 01. Quick Start | Landing dashboard, onboarding checklist, and system status indicators | All Users |
| 02. AI Office | AI Assistant, RAG Document Knowledge Base, and Custom Agent Configurations | Admin, Manager, Sales, Accountant |
| 03. Communication Hub | WhatsApp Hub, Contacts, Broadcast Messaging, and Transactional Email Logs | Admin, Manager, Accountant |
| 04. Import Data | Bulk Data Importer (CSV/Excel) and Sandbox Test Data Seeder | Admin, Manager, Accountant |
| 05. Master Data | Centralized registries for Employees, Customers, Vendors, Projects, and Fixed Assets | Admin, Manager, Accountant, HR |
| 06. CRM | Lead tracking, Kanban sales pipelines, and deal stage management | Admin, Manager, Salesman |
| 07. Sales | Quotations, Sales Orders, Tax Invoices, Cash Sales, and Sales Commissions | Admin, Manager, Salesman, Cashier |
| 08. Purchases | Vendor management, Purchase Orders, Goods Receipt (GRN), and Supplier Invoices | Admin, Manager, Accountant |
| 09. Inventory | Stock movements, physical stock counts, transfers, adjustments, and warehouses | Admin, Manager, Storekeeper |
| 10. Accounts | Chart of Accounts, Invoices, Receipts, Expenses, Bank Recon, PDCs, and Journal Entries | Admin, Manager, Accountant |
| 11. HR Management | Employee profiles, Leave requests/approvals, Performance reviews, and Offboarding | Admin, Manager, HR Manager |
| 12. Payroll | Salary structures, rules, bulk payroll batch processing, and WPS Payslips | Admin, Manager, HR, Accountant |
| 13. Self Service | Employee profile inspection, Leave applications, and Payslip downloads | All Employees |
| 14. Reports | Financial reports (P&L, Balance Sheet, Trial Balance) and Operational analytics | Admin, Manager, Accountant |
| 15. Approvals | Centralized approval inbox for high-value Purchase Orders, Bills, and Expenses | Admin, Manager |
| 16. Manager Control | Document auto-sequencing, accounting default GL mappings, and Go-Live locking | Admin, Manager |
| 17. Point of Sale (POS) | Touchscreen cash counter interface, daily shift reconciliation, and instant receipts | Cashier, Salesman, Admin |
🔒 Security & Access Controls¶
- Role-Based Access Control (RBAC): Each user operates within assigned roles (
admin,manager,accountant,salesman,storekeeper,pos_user,hr_manager). - Company Scope: All operations are cryptographically isolated within your company domain (
company_id).