# Shrelix ERP Documentation

> Official documentation and reference guides for Shrelix ERP — a modern cloud Enterprise Resource Planning platform for retail, wholesale, multi-branch distribution, and manufacturing.

## System Overview

- Platform: Shrelix Cloud ERP
- Core Capabilities: Point of Sale (POS) Billing, Inward Purchases, Multi-Branch Inventory Tracking, Indian GST Compliance (CGST, SGST, IGST), Customer & Supplier Ledgers (FIFO Debt Settlement), Sales Commission Audits, Android Field Staff GPS Telemetry, and B2B Cross-Company Network Invoicing.
- Website: https://docs.shrelix.com
- Full Context Bundle: https://docs.shrelix.com/llms-full.txt

## Getting Started

Initial setup, authentication, workspace onboarding, and executive dashboard overview.

- [Introduction to Shrelix ERP](https://docs.shrelix.com/?page=getting-started/introduction): High-level architectural and functional introduction to the Shrelix cloud enterprise management platform.
- [First Login & Company Profile Setup](https://docs.shrelix.com/?page=getting-started/first-login): Initial workspace setup, signing in, and configuring your corporate profile, bank details, and invoice branding.
- [Navigation & Workspace Interface](https://docs.shrelix.com/?page=getting-started/navigation): Understanding the Shrelix ERP user interface, sidebar modules, top bar controls, and multi-branch switching.
- [Quick Start: 15-Minute Fast-Track Guide](https://docs.shrelix.com/?page=getting-started/quick-start): Complete fast-track guide from a blank workspace to issuing and printing your very first sales invoice.

## Tutorials

End-to-end practical lessons from issuing a first invoice to B2B network synchronization.

- [Tutorial: Completing Your First Sales Workflow](https://docs.shrelix.com/?page=tutorials/first-sale): Step-by-step lesson on creating a sale, handling item discounts, extra charges, hold bills, and payment recording.
- [Tutorial: Recording Inward Stock & Purchase Bills](https://docs.shrelix.com/?page=tutorials/first-purchase): Step-by-step lesson on creating vendor records, entering purchase bills, updating inventory, and managing supplier payables.
- [Tutorial: Sharing Product Catalogs & Customer Self-Ordering](https://docs.shrelix.com/?page=tutorials/customer-portal): Step-by-step lesson on enabling customer self-service links, sharing online catalogs, and converting incoming orders to invoices.
- [Tutorial: Setting Up Field Staff GPS Tracking & Mobile App](https://docs.shrelix.com/?page=tutorials/staff-tracking): Step-by-step lesson on installing the ShrelixStaff Android APK, pairing devices, configuring working schedules, and monitoring live field routes.
- [Tutorial: Cross-Tenant B2B Invoice Synchronization](https://docs.shrelix.com/?page=tutorials/b2b-invoice-sync): Step-by-step lesson on linking two enterprises on the Shrelix ERP network for automated B2B invoice-to-purchase-bill synchronization.

## How-to Guides

Direct recipe-style procedures for billing, inventory, vendor bills, tax reports, and settings.

- [How to Manage Customers & Branch Transfers](https://docs.shrelix.com/?page=how-to/contacts/manage-customers): Task-oriented guide on registering customers, tracking receivables, importing contacts, and performing single or bulk branch transfers.
- [How to Create Items, SKUs, Units & Barcode Labels](https://docs.shrelix.com/?page=how-to/inventory/manage-items): Task-oriented guide on managing product catalog masters, pricing tiers, HSN tax rates, barcode printing, and low-stock alerts.
- [How to Record Inward Purchase Bills & Landed Costs](https://docs.shrelix.com/?page=how-to/purchases/purchase-bills): Task-oriented guide on entering vendor invoices, allocating inward freight charges, updating branch stock, and managing tax credits.
- [How to Generate GST Tax Reports (GSTR-1, GSTR-3B & HSN)](https://docs.shrelix.com/?page=how-to/reports/gst-tax-reports): Task-oriented guide on filtering tax summaries, reconciling CGST, SGST, IGST liability, and exporting return data for your Chartered Accountant.
- [How to Create, Edit, and Print Sales Invoices](https://docs.shrelix.com/?page=how-to/sales/create-invoice): Task-oriented guide on issuing sales invoices, applying retail or wholesale pricing, handling taxes, and printing thermal or A4 formats.
- [How to Configure Bank Details, Logo & Invoice Notes](https://docs.shrelix.com/?page=how-to/settings/company-branding): Task-oriented guide on branding customer invoices, uploading logos, configuring bank UPI remittance details, and legal disclaimers.
- [How to Manage Suppliers & Vendor Records](https://docs.shrelix.com/?page=how-to/contacts/manage-suppliers): Task-oriented guide on managing vendor profiles, contact details, bank accounts, and accounts payable balances.
- [How to Transfer Stock Between Branches & Warehouses](https://docs.shrelix.com/?page=how-to/inventory/stock-transfers): Task-oriented guide on relocating physical inventory between stores, central warehouses, and retail branches.
- [How to Manage Purchase Orders & Convert to Bills](https://docs.shrelix.com/?page=how-to/purchases/purchase-orders): Task-oriented guide on creating procurement purchase orders, issuing POs to suppliers, and converting fulfilled orders into purchase bills.
- [How to Filter & Export Date-Wise Transaction Reports](https://docs.shrelix.com/?page=how-to/reports/transaction-reports): Task-oriented guide on filtering comprehensive sales, purchase, and payment transactions across branches and payment methods.
- [How to Manage Sales Orders & Convert to Invoices](https://docs.shrelix.com/?page=how-to/sales/sales-orders): Task-oriented guide on recording sales orders, managing order statuses, and converting approved orders into tax invoices.
- [How to Create Branches & Synced Stock Locations](https://docs.shrelix.com/?page=how-to/settings/branch-setup): Task-oriented guide on setting up retail branch outlets, warehouses, default store locations, and stock synchronization rules.
- [How to Reconcile Customer Ledgers & Share Statements](https://docs.shrelix.com/?page=how-to/contacts/customer-ledger): Task-oriented guide on filtering customer financial statements, running balance reconciliation, and generating shareable public ledger links.
- [How to Perform Physical Audits & Stock Adjustments](https://docs.shrelix.com/?page=how-to/inventory/stock-adjustments): Task-oriented guide on reconciling physical stock counts with software records and recording shrinkage, damage, or found inventory.
- [How to Issue Purchase Returns & Debit Notes](https://docs.shrelix.com/?page=how-to/purchases/purchase-returns): Task-oriented guide on returning goods to suppliers, deducting stock, issuing debit notes, and reducing accounts payable.
- [How to Track & Calculate Sales Staff Commissions](https://docs.shrelix.com/?page=how-to/reports/commission-reports): Task-oriented guide on configuring staff sales commission percentages and generating commission payout statements.
- [How to Process Sales Returns & Issue Credit Notes](https://docs.shrelix.com/?page=how-to/sales/sales-returns): Task-oriented guide on accepting customer returns, restoring inventory, issuing credit notes, and adjusting ledger balances.
- [How to Add Staff & Configure Granular Role Permissions](https://docs.shrelix.com/?page=how-to/settings/user-permissions): Task-oriented guide on managing user credentials, configuring modular access permissions, locking accounts, and branch isolation.
- [How to Bulk Import & Export Catalog via CSV](https://docs.shrelix.com/?page=how-to/inventory/import-export): Task-oriented guide on bulk uploading product catalogs from Excel/CSV spreadsheets and exporting inventory records.
- [How to Record Supplier Payments & Reconcile Payables](https://docs.shrelix.com/?page=how-to/purchases/supplier-payments): Task-oriented guide on disbursing payments to vendors, recording bank and cheque references, and reconciling accounts payable ledgers.
- [How to Use Hold Bills (Park & Resume Sales at POS)](https://docs.shrelix.com/?page=how-to/sales/hold-bills-pos): Task-oriented guide on parking sales transactions in progress and recalling them without losing scanned items.
- [How to Connect WhatsApp API & Auto-Responders](https://docs.shrelix.com/?page=how-to/settings/whatsapp-automation): Task-oriented guide on connecting WhatsApp gateways, configuring webhooks, and setting up automated keyword auto-responders for customer queries.
- [How to Generate UPI QR Codes & Send Payment Links](https://docs.shrelix.com/?page=how-to/sales/send-payment-links): Task-oriented guide on generating dynamic UPI payment QR codes and sending instant payment request links via WhatsApp or SMS.

## Reference

Authoritative mathematical formulas, permission matrices, document lifecycles, and configuration keys.

- [Module Directory & Screen Reference](https://docs.shrelix.com/?page=reference/modules-overview): Comprehensive technical catalog of all user interface screens, server endpoints, and functional modules in Shrelix ERP.
- [Document Lifecycles, Statuses & State Transitions](https://docs.shrelix.com/?page=reference/document-statuses): Detailed state-machine specifications, status definitions, and transition rules for all commercial documents in Shrelix ERP.
- [Financial Calculations, GST Formulas & FIFO Algorithms](https://docs.shrelix.com/?page=reference/calculations-formulas): Authoritative mathematical reference of all financial, taxation, profit, commission, and ledger algorithms used in Shrelix ERP.
- [User Roles & Permissions Matrix](https://docs.shrelix.com/?page=reference/permissions-matrix): Complete security reference covering user role hierarchies, granular permission flags, account locking, and branch access controls.
- [System Settings & Configuration Keys Reference](https://docs.shrelix.com/?page=reference/settings-config): Complete reference of all configuration options, toggle behaviors, validation constraints, and database settings keys.
- [ShrelixStaff Android App Specifications & Protocols](https://docs.shrelix.com/?page=reference/mobile-app-specs): Technical architecture, background services, offline queueing, and telemetry contracts of the native companion mobile app.

## Explanations

In-depth conceptual articles on commercial trading cycles, FIFO ledger settlement, and branch stock pools.

- [The Complete Commerce Cycle in Shrelix ERP](https://docs.shrelix.com/?page=explanations/sales-purchase-cycle): Comprehensive conceptual discussion of how procurement, inventory inwarding, sales orders, tax invoicing, and ledger balance reconciliation connect.
- [Inventory Mechanics, Branch Pools & Synchronization](https://docs.shrelix.com/?page=explanations/inventory-valuation): Deep dive into physical stock allocation, effective stock branch resolution, multi-branch pools, and stock movement audit trails.
- [FIFO Payment Allocation & Debt Settlement Mechanics](https://docs.shrelix.com/?page=explanations/fifo-balance-allocation): Detailed examination of the First-In, First-Out (FIFO) algorithm for allocating unlinked payments and returns across customer invoices.
- [B2B Network Synchronization & Inter-Company Billing](https://docs.shrelix.com/?page=explanations/b2b-network-sync): Business guide to the B2B network synchronization workflow, trading partner verification, and automated line item reconciliation.
- [Indian GST Compliance & Taxation Mechanics](https://docs.shrelix.com/?page=explanations/tax-compliance-gst): Comprehensive explanation of Goods & Services Tax (GST) rules, place of supply, HSN categorization, reverse charges, and GSTR filing integration.

## Troubleshooting

Step-by-step diagnostic workflows for negative stock alerts, locked accounts, and hardware setups.

- [Top 10 Common Questions & Quick Diagnostic Fixes](https://docs.shrelix.com/?page=troubleshooting/common-issues): Quick-reference troubleshooting guide for diagnosing and resolving the most frequent operational challenges.
- [Troubleshooting Sales & Invoicing Issues](https://docs.shrelix.com/?page=troubleshooting/sales-invoicing-issues): Diagnostic steps for resolving invoice generation errors, negative stock blocks, round-off discrepancies, and printer formatting issues.
- [Troubleshooting Inventory & Stock Issues](https://docs.shrelix.com/?page=troubleshooting/inventory-stock-issues): Diagnostic steps for resolving branch stock variances, disabled warehouse settings, transfer mismatches, and CSV upload errors.
- [Troubleshooting User Roles, Permissions & Access Issues](https://docs.shrelix.com/?page=troubleshooting/user-access-issues): Diagnostic steps for resolving account lockouts, missing menu items, branch permission errors, and session timeouts.
- [Troubleshooting WhatsApp API & B2B Sync Issues](https://docs.shrelix.com/?page=troubleshooting/whatsapp-sync-issues): Diagnostic steps for resolving WhatsApp webhook delivery errors, unverified B2B partner invites, and invoice sync mapping failures.