Documentation
AkshaERP Documentation
AkshaERP documentation explains how the platform works in day-to-day business operations, how major functions are configured, and how users complete common tasks across the ERP.
Understand AkshaERP before you use it
This public help center is designed for both existing users and organizations evaluating AkshaERP.
Each documented function explains its business purpose, what users can do, important fields and actions, common questions, and practical operating guidance without exposing internal source-code or database implementation details.
Documentation available now
Access Management
Understand users, roles, permissions, organizations and location-aware access in AkshaERP.
Application Management
Understand shared AkshaERP platform configuration and reviewed administrator functions.
Circulation
Set up Edition Centers, geography, Products, Agents, Routes, Subscription Plans, Circulation Customers and connected distribution operations.
CRM
Understand Leads, Accounts, Contacts, Opportunities, Activities, Activity Calendar, Opportunity Products and the controlled Sales Quote handoff.
Purchases
Understand Suppliers, Purchase Requisitions, RFQs, Supplier Quotations, awards, Purchase Orders, supplier invoicing and Purchase Returns.
Inventory
Understand Item Categories, Items, Item Custom Attributes (UDA) and Item Sets / Kits / Bundles, including classification, governed metadata, stock controls, purchasing, sales, costing, barcodes, logistics and cross-Organization Item access.
Expense Management
Manage employee claims, Direct Expenses, Petty Cash, Cash Advances, Mileage, Per Diem, policy controls, GL posting/reversal, dashboards and reports.
Application Modules
Maintain the module registry, stable Module Codes, navigation metadata, Usage and History.
Users
Create ERP users and assign roles, organizations, branches, warehouses and stores.
Roles
Define reusable access responsibilities, Menus and Dashboards and safely manage Role lifecycle.
Organizations
Maintain legal and operating entities, hierarchy, registration details, usage and safe Organization lifecycle.
Branches
Maintain Organization operating locations, Branch identity, payment setup, dependency usage and safe Branch lifecycle.
Business Units
Maintain operating and financial divisions, hierarchy, default Branches, dependency usage and safe Business Unit lifecycle.
Departments
Maintain Organization departments, Parent hierarchy, Managers, Employee usage and safe Department lifecycle.
Sites
Maintain Organization locations, optional Branch ownership, Buildings, Floors, geofence, operating defaults, Usage and safe Site lifecycle.
Cost Centers
Maintain financial and operational Cost Centers, hierarchy, location, Manager, Currency, Usage and safe lifecycle while preserving accounting history.
My Profile
Maintain your own profile, preferences, profile picture and password without User Administration access.
AkshaERP capability areas
Documentation will expand function by function across the same connected platform.
- CRM, Leads, customer relationships, opportunities and customer engagement.
- Sales, quotations, sales orders and fulfillment.
- Purchasing, RFQs, purchase orders, receipts and returns.
- Inventory, Item masters, custom Item metadata, warehouses, stores, stock movement and traceability.
- Expense Management, employee claims, Direct Expenses, Petty Cash, Cash Advances, travel allowances and source-linked accounting.
- Manufacturing, BOMs, planning and production execution.
- Pricing, CPQ and commercial controls.
- Workflow, approvals, notifications and process automation.
- Finance, receivables, payables, accounting and reporting.
- Documents, templates and generated business outputs.
- Access Management, organization structure and security context.
- Application Management and shared platform configuration.
- Circulation setup, distribution, subscriptions, billing and collections.
How the help center is organized
Use the left navigation to move between AkshaERP modules and functions. Use Search docs to find a feature, field, action or question across the current product documentation.
Long pages include an On this page index so you can jump directly to the part you need.