01
8 features
Executive And Dashboards
A decision cockpit for the complete ERP with branch-aware KPIs and role landing pages.
- Executive dashboard with cross-module KPIs
- Branch-aware dashboard filtering
- Sales, purchase, inventory, projects, accounts, HR, fleet, maintenance, manufacturing, CRM, and reports dashboards
- Revenue, receivables, payables, expenses, cash, tax, and operational summary cards
- Low-stock, task, milestone, invoice, payroll, and branch health indicators
- Role-based dashboard landing pages
- Fixed branch context for employee users
- Branch switching for admin users without fixed employee branch
02
11 features
Users, Roles, And Access
Controlled access for admin, HR, accounts, sales, purchase, inventory, projects, manufacturing, and employee users.
- Login, logout, register, and ERP home page
- Email or phone login support
- User profile workspace
- User list and access detail pages
- User edit and branch assignment
- Role list, role detail, add, edit, and delete
- Role-based module visibility in the sidebar
- Direct URL protection by module access
- System menu for Users and Roles and Permissions
- Employee-linked self-service workspace
- Profile drawer with self-service shortcuts
03
7 features
Company And Branch Setup
Company identity, branch setup, GSTIN/address handling, and fixed branch behavior for employees.
- Company profile page
- Company details, address, GST/VAT, contact, website, logo, bank, and terms fields
- Branch setup page with add, edit, delete, and primary branch management
- Branch switch endpoint for admin users
- Readonly fixed branch for users linked to HR employees
- Branch address and GSTIN available for documents
- Branch-aware dashboards, reports, documents, stock, HR, sales, purchase, project, manufacturing, and accounting records
04
13 features
HR And Employee Self-Service
Employee lifecycle, attendance, chutti/leave, claims, payroll, and designed monthly salary slips.
- Employee master list, add, edit, and detail
- Employee login credentials for self-service
- Employee branch, department, job title, salary, and employment type
- Departments and pay setup
- Bonus and deduction masters
- Attendance marking and history
- Leave request list, apply leave/chutti self-service, and HR approval/rejection
- Approved leave sync to attendance
- Expense claim self-service with approval, rejection, and reimbursement tracking
- Payroll list and processing
- Monthly salary slips with styled PDF download
- My HR overview, my leaves, my expenses, and my payslips
- Employee-only access to own payroll and salary slip downloads
05
7 features
CRM
Lead capture, follow-ups, conversion workflow, and CRM visibility inside sales operations.
- Lead list, add, edit, and detail
- Lead status updates
- Lead conversion workflow
- Follow-up list and scheduling
- Follow-up reminder support
- CRM dashboard integration
- Sales-linked customer conversion
06
14 features
Dealer Management
Dealer onboarding, branch/contact setup, dealer portal users, margin-based orders, approvals, and sales invoice generation.
- Dealer management dashboard with recent dealer orders and exception tracking
- Dealer account list, add, edit, detail, and status/approval tracking
- Dealer business profile with GSTIN, PAN, address, credit limit, payment terms, and customer/supplier links
- Dealer branch setup with internal branch mapping and sales, service, and inventory flags
- Dealer contact capture with primary contact handling
- Dealer user mapping by account, branch, role, and active status
- Dealer portal landing page for active non-staff dealer users
- Dealer portal dashboard with open orders, invoiced value, dealer margin, active branches, and credit visibility
- Dealer order list, status filtering, add, detail, and line item entry
- Dealer order submit, approval, rejection, returned-to-draft, and sales invoice generation flow
- Company item pricing and discount are applied automatically to dealer order lines
- Dealer order totals calculate retail value, dealer margin, dealer billing amount, GST split, and invoice total
- Dealer order invoice links to the existing sales invoice workspace
- Role-based URL protection for internal dealer management and dealer portal users
07
8 features
Sales
Customer management, BOQ, quotations, traditional invoices, payments, and branch-aware documents.
- Customer list, add, edit, detail, and delete
- BOQ list, add, detail, delete, item/service lines, and PDF download
- BOQ to quotation conversion
- Quotation list, detail, recalculation, status updates, PDF download, and invoice generation
- Sales invoice list, detail, calculation, posting to accounts, PDF download, cancellation, and delete
- Client payment recording
- Credit note and debit note issue
- Branch-aware sales documents
08
8 features
Purchase And Procurement
Supplier, requirement, purchase order, material receipt, purchase invoice, and payment flow.
- Supplier list, add, edit, detail, delete, and financial account linkage
- Purchase requirement list, add, detail, delete, status updates, and PO conversion
- Purchase order list, detail, status updates, PDF download, MRN conversion, and purchase invoice conversion
- Material receipt note list, detail, verification, and PDF download
- Purchase invoice list, detail, posting to accounts, PDF download, and delete
- Supplier payment recording
- Branch-aware purchase cycle
- GST/tax handling through item tax rates
09
11 features
Inventory
Styled item catalog, HSN/SAC, pricing, tax, branch stock, valuation, and low-stock visibility.
- Item list with ERP styling
- Item add, edit, detail, and delete
- Item category, make, size, unit, and HSN/SAC metadata
- Purchase price, sale price, margin, discount, and tax setup
- Stock quantity and reorder level
- Branch stock records and branch-level stock visibility
- Tax rate list, add, edit, and delete
- Catalog settings
- Item usage visibility across sales, purchase, projects, and manufacturing
- Low-stock dashboard indicators
- Stock valuation report
10
9 features
Projects And Field Operations
Project execution, milestones, tasks, crews, material issue, and site/branch linked data.
- Project list, add, edit, detail, delete, and branch assignment
- Crew list, add, edit, detail, and delete
- Milestone detail, completion toggle, and delete
- Task detail, status updates, and delete
- Material issue list, add, detail, PDF download, and delete
- Project quality check support
- Meeting and crew assignment support
- Project dashboard KPIs
- Branch/site-aware project data
11
9 features
Manufacturing
Work centers, BOM, production orders, manufacturing tasks, and stock-linked production.
- Manufacturing dashboard
- Work center list, add, edit, detail, and delete
- Bill of materials list and BOM detail by finished item
- BOM line delete
- Production order list, add, detail, delete, status updates, and completion
- Finished goods and component relationships
- Manufacturing task detail, status updates, and delete
- Inventory-driven BOM requirements
- Branch-aware production orders and work centers
12
9 features
Maintenance And Service Operations
Equipment, service schedules, quality checks, partners, and maintenance role workspaces.
- Maintenance dashboard
- Equipment tracking and PDF download
- Maintenance schedules and activities
- Maintenance quality checks
- Equipment quality checks and quality check parameters
- Service center branch support
- Service partner linkage
- Maintenance module role access
- Service and maintenance workspace
13
8 features
Fleet
Vehicle operations, trips, drivers, fuel, breakdowns, operating cost, and ledger postings.
- Vehicle list, add, edit, detail, and delete
- Vehicle operating cost tracking
- Trip list, add, detail, and delete
- Driver assignment through user/employee records
- Fuel expense tracking and delete
- Breakdown tracking, resolution, and delete
- Fleet dashboard KPIs
- Ledger postings for fuel, trips, and breakdown costs
14
11 features
Accounts And Finance
Chart of accounts, transactions, reversals, GST reports, ledgers, and branch-aware books.
- Chart of accounts and account list, add, edit, detail, and delete
- Parent and sub-account structure
- Account nature validation
- Fiscal period add, edit, close, and delete
- Transaction list, add, edit, detail, delete, and reversal
- Debit and credit transaction validation
- Automatic account balance updates
- Trial balance, tax summary, balance sheet, ledger, payroll, GST, and stock valuation reports
- Sales invoice, purchase invoice, supplier payment, client payment, and payroll postings
- Branch-aware ledger movement
- Balanced accounting data for trial balance and balance sheet
15
8 features
Reports
Downloadable finance, tax, payroll, stock, and ledger reports with branch filters.
- Trial balance page and PDF
- Balance sheet page and PDF
- GSTR-3B summary page and PDF
- Ledger page and PDF
- Payroll page and PDF
- Stock valuation page and PDF
- Branch-filtered reports
- Report dashboard entry point
16
8 features
Service Booking And Core System
Service marketplace records, partners, vendors, orders, payments, zones, media, and notifications.
- Service categories and services with price, discount, GST, HSN, and partner fee
- Service partners and service partner applications
- Vendor records and customer addresses
- Orders, discounts, totals, payment/account posting, payment status, and media
- Time choices and time slots
- Zone/service-area management
- Feedback and banners
- Notifications on application/order changes
17
5 features
Website And Public Pages
Public-facing pages, content forms, careers, job applications, and inquiry capture.
- Home, about, services, FAQ, terms, privacy, refund, career, contact, and success pages
- Send invite flow
- Contact messages
- FAQ management
- Job postings and job applications
18
6 features
Notifications
Firebase token storage, notification records, and user-targeted app workflow alerts.
- Notification list API
- Firebase token update API
- Firebase notification helper
- Notification records
- Signals for application and order status changes
- User-targeted notifications
19
6 features
API And Documentation
REST APIs, JWT auth, OpenAPI schema, Swagger UI, and Redoc documentation.
- REST Framework APIs
- JWT authentication support
- Swagger UI
- Redoc
- OpenAPI schema
- Public APIs for services, notifications, and app workflows
Asteraa ERP
