ERP modules

ERP DLM includes 57 functional modules organized by business area. The list below is extracted directly from the product code.

Sales and invoicing

• sales: quotes, orders, delivery notes and invoices with full document flow.
• recurring_invoices: periodic invoices and subscriptions.
• commercial_effects: bills of exchange, promissory notes and receipts.
• document_sequences: automatic document numbering.
• document_states: status management (draft, issued, paid, cancelled).

Purchases and suppliers

• purchases: purchase orders, delivery notes and purchase invoices.
• suppliers: supplier cards, payment terms and history.

Accounting and tax

• accounting: entries, accounts, sub-accounts, balance sheets and fiscal years.
• taxes: VAT, IRPF and other tax types.
• retentions: withholdings and income on account.
• financial: financial utilities and accounting closures.
• fixed_assets: fixed assets and depreciation.

Treasury and banking

• treasury: treasury management, forecasts and collections.
• bank_accounts: bank accounts linked to sub-account 572.
• bank_reconciliation: automatic bank reconciliation.
• banking: banking operations and statements.
• sepa_remittances: SEPA direct debit and credit transfers.

Inventory, products and purchasing

• warehouses: multi-warehouse and transfers.
• products: product catalog, references, prices and costs.
• families: product families.
• attributes: attributes and variants (sizes, colours, etc.).
• manufacturers: manufacturers and brands.

POS

• tpv: touch point of sale, tickets, simplified invoices and cash closures.

CRM and customers

• crm: leads, opportunities, activities and pipeline.
• clients: customers, discounts, credit limits and agents.
• client_groups: customer groups.
• contacts: contacts related to third parties.
• agents: salespeople and commission rates.

Human resources

• hr: employees, contracts and categories.
• work_events: clock-ins, work reports and absences.

Tax compliance

• sii: automatic invoice submission to the AEAT (Immediate Information Supply).
• verifactu: invoice and ticket BAI registration for Verifactu.
• tax_identification: NIF/CIF validation and control.

AI and automation

• document_capture: scan and automatically extract data from documents.
• doc_transforms: transformation and normalization of incoming documents.

E-commerce

• ecommerce: bridge for WooCommerce, Prestashop and Magento.

Analytics and dashboard

• dashboard: main KPI dashboard.
• analytical: advanced reports and analysis.

Configuration, security and utilities

• settings: general company settings.
• companies: multi-company.
• roles: user roles and permissions.
• api_tokens: API tokens for integrations.
• series: numbering series.
• document_formats: document print formats.
• payment_terms: payment terms.
• currencies: currencies and exchange rates.
• countries: countries and codes.
• rates: price lists and tariffs.
• attachments: attachments and documents.
• import_data: bulk imports.
• tools: miscellaneous utilities.
• logs: activity log.
• alerts: alerts and notifications system.
• email / email_settings: email sending and SMTP configuration.
• marketing: leads and campaigns (internal backend module).

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Questions? Check the FAQ or the onboarding guide.