User guides

Welcome to the ERP DLM user guides. Here you will find detailed instructions for working with the main system modules.

Available modules

• Invoicing and sales — create invoices, estimates, orders, delivery notes, receipts and recurring invoices.
• Purchasing and suppliers — manage estimates, orders, delivery notes, purchase invoices, payments and approvals.
• Accounting — chart of accounts, journal entries, fiscal years, tax models and financial reports.
• Treasury — cash flow, collections, payments, bank accounts and SEPA remittances.
• Projects — client projects, tasks, time tracking and profitability.
• CRM — leads, opportunities, sales funnel, activities and campaigns.
• Inventory and warehouses — products, variants, families, brands, warehouses and stock.
• Human Resources — employees, attendance, work reports and absences.
• Taxes and fiscal models — models 303, 347, 111, 115, 123, 130, 190, 390 and the fiscal calendar.
• POS — Point of sale — quick touch sales, cart and tickets.
• SII and Verifactu — AEAT submission, verified invoices, events and requirements.
• Customer portal — customer access to invoices and PDF download.

Select a guide from the sidebar to get started.