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ERP DLM Docs

ERP DLM modules

ERP DLM is organised into functional modules. The main list is below:

Commercial management

Section titled “Commercial management”
  • Sales — quotes, orders, delivery notes and sales invoices.
  • Purchases — purchase orders, delivery notes and purchase invoices.
  • CRM — leads, opportunities, activities and pipeline.
  • Customer portal — public access for customers to their invoices and documents.

Finance

Section titled “Finance”
  • Accounting — accounts, subaccounts, entries and balances.
  • Treasury — bank accounts, remittances, reconciliation and collections.
  • Taxes — Spanish models 303, 347, 111/115, 349.
  • SII / Verifactu — invoice submission to the Spanish tax agency (AEAT).

Operations

Section titled “Operations”
  • Inventory — products, families, brands, stock and movements.
  • Projects — tasks, kanban, time tracking and profitability.
  • HR — employees, clock-in/out, work reports and absences.
  • TPV — touch point of sale.

Configuration and integration

Section titled “Configuration and integration”
  • General settings — companies, fiscal years, numbering.
  • Roles and permissions — users, profiles and access control.
  • MCP server — connect AI assistants to the ERP.

Conventions

Section titled “Conventions”
  • Sales documents follow the flow: quote → order → delivery note → invoice.
  • Invoice statuses: draft, issued, sent, paid, unpaid.
  • Soft deletes: only sales_invoices uses is_deleted; others use is_active or deleted_at.

For more details, see the user guides or developer documentation.