XERPIUM ERP

Core Modules

Core Business Modules

📈

Sales & CRM

CRM — Lead pipeline, opportunity kanban, probability, expected revenue, lost reasons, activity planning, email integration
Quotation — Order type, revision tracking, auto-cancel expired quotes
Sale Order — Automatic workflow: validate, invoice, payment, stock — tier validation with multi-level approval
Pricing — Global/fixed discount, price list surcharge, product recommendation, loyalty program, coupon
Delivery — Split by date, multi-address, lot/serial selection, per-line warehouse sourcing
Invoice — Advance payment, invoice plan, force invoiced, split payment, payment sheet

📦

Purchase

Purchase Request — Full PR workflow: draft → approve → in progress → done, allocation to PO lines
RFQ/PO — Blanket order, order type, multi-tier approval, auto-approve, approval block, exception rules
Down Payment — Advance payment, deposit invoice, invoice plan, work acceptance (gov/construction)
Pricing — Triple discount, general discount, last price info, price recalculation, secondary UoM
Delivery — Split by date, location per line, manual delivery, reception status
Supplier — Rating, certificate, inbound AQL inspection, allowed product, supplier calendar

🏢

Inventory

Multi-Warehouse — Location zone/area/rack/bin, storage type, ABC strategy, putaway rules
Stock Movement — Receipt, delivery, internal transfer, dual approval, barcode scan
WMS Mobile — Shopfloor: reception, delivery, cluster picking, GS1 barcode, dangerous goods
Lot/Serial — Auto-create lot, import serial, filter by location, return propagation, archive, lock
Cycle Count — Scheduled rules, discrepancy tracking, lockdown, verification request
Valuation — FIFO report (SVL), stock card per product per warehouse, landed cost
ATP — Available to promise, immediately available, unreserved stock, free quantity

💰

Accounting & Finance

General Ledger — GL, Trial Balance, Partner Ledger, Aged AR/AP, export XLSX
Cash & Bank — Cash/bank book, bank statement import (OFX/CSV/PDF), reconciliation
Invoice — Multi invoice layout, credit limit, follow-up, PDC, journal audit
Asset — Fixed asset registry, depreciation (linear/degressive), disposal
Budget — Budget post, vs actual, percentage achievement, analytic
Turbo Report — Direct SQL, <1 minute report generation, multi-company consolidation
Cash Flow — Operating/investing/financing, tag-based grouping, Sankey visualization
32 Industry COAs — Ready to install: manufacturing, retail, koperasi, hospital, hotel, etc.

👥

HR & Payroll

Employee — Employee data, family, documents, fixed-term/permanent contracts, transfer history
Recruitment — Applicant tracking, AI CV screening, AI interview, question bank
Attendance — Check-in/out, overtime calendar-based (workday/holiday)
Leave — Annual leave, sick, permission — email to leave
Indonesian Payroll — BPJS Health & Employment (JKK/JKM/JHT/JP), income tax Art. 21 (TER & Article 17)
Loan — Employee loans, salary advance, payslip auto-deduction
KPI — Performance indicator per position, contract-based evaluation, batch processing
Offboarding — Resignation, exit checklist, relieving letter

⚙

Manufacturing & Quality

MRP — Manufacturing Order, BOM multi-level, Work Center, Work Order, routing
Quality Control — Control points (QCP####), checks (QC####), alerts (QA####), AQL
PLM — ECO (Engineering Change Order), BOM versioning, approval workflow
Maintenance — Equipment registry, preventive/corrective maintenance, work order
Costing — WIP journal, cost rollup (material + labor + overhead), COGS
Journal — Component consumption → WIP → Finished Goods → COGS — auto journal

🛠

Project Management

Scrum — Sprint planning, backlog, velocity tracking, sprint close wizard, retrospective
Waterfall — Phase gate approval, predecessor constraint, milestone dates, deliverables
Task Board — Kanban, story points, priority, type (feature/bug/tech-debt), tags
Team Allocation — Employee + role (PM/BA/Developer/QA/DevOps/UIUX), date range, hours/week
Timesheet — Weekly/bi-weekly submission, approval, billable/non-billable, portal
Budget & Billing — Fixed price, T&M, milestone billing — budget vs actual, profitability %
Technology Stack — Tag per project: frontend, backend, database, DevOps, mobile

📷

Screenshot: Core Modules

Sales, Purchase, Inventory, Accounting, HR, Manufacturing — Dashboard Overview

Platform

Platform & Tools

🤖 AI Assistant

Natural Language — Create SO, PO, invoice via chat
Data Lookup — Search products, customers, stock via NL
MRP Intents — "Create an MO for 100 units", "Confirm MO/00123"
100+ Tools — Sales, purchase, inventory, accounting, HR, manufacturing
11 Languages — EN, ID, ES, FR, DE, PT, ZH, JA, KO, RU, AR
Attachment — Spreadsheet, PDF, image → AI processing

📈 Dashboard Studio

19 Chart Types — Tile, line, bar, pie, doughnut, scatter, gauge, map, Sankey
AI Generate — Natural language → complete dashboard
NL → SQL — Natural language → SQL query real-time
Data Source — ORM model queries + raw PostgreSQL SQL
Filter Bar — Date range, company, partner, analytic — global
Template Library — 33 ready-to-use industry dashboards

⚙ Dynamic Stage

Configurable — Stage per model: Python hooks, server actions, RBAC
SO Stage — Draft → Sent → Confirm → Done → Cancel
PO Stage — Draft → Review → Approved → PO → Done
Stock Stage — Draft → Waiting → Ready → Done
Kanban View — Visual drag-drop board per stage
State Sync — Auto-sync stage ↔ native state field

🖨 Turbo Report

Direct SQL — Bypasses the ORM, financial reports in <1 minute
6 Reports — Balance Sheet, P&L, Trial Balance, Partner Ledger, Cash Book, Bank Book
Consolidation — Multi-company, inter-company elimination
Comparison — Month-over-month, year-over-year
Report Cache — 7 materialized views for instant access
Year Closing — Automatic year-end closing wizard

💳 POS & E-Commerce

Point of Sale — Multi-cashier, offline mode, REST API, 11 endpoints
GoBiz GoFood — OAuth 2.0, menu sync, webhook order, QRIS payment
Marketplace — Shopee & Tokopedia integration: sync product, order, stock
Website Builder — E-commerce, product catalog, cart/checkout, payment gateway
Customer Portal — Order history, invoice download, self-service

🛠 Project Management

Agile Method — Scrum (sprint, backlog, velocity), Waterfall (phase gate, milestone), Kanban
Task Management — Story points, priority, type (feature/bug/tech-debt/spike), tags, stage, assignee
Team Allocation — Employee + role (PM/BA/Developer/QA/DevOps/UIUX), date range, hours/week
Timesheet — Weekly/bi-weekly submission, approval, billable/non-billable, portal
Budget — Budget vs actual, profitability %, hourly rate, estimated hours
Billing — Fixed price, T&M, milestone billing — link to sale order & invoice
Forecast — Resource planning, project demand lines, timeline forecasting
Task Features — Pull request link, stock moves, material tracking, parent blocking, code generation
Portal — Task visibility per portal user, update, description
Merge & Version — Project merge, versioning, task ancestor tracking

📷

Screenshot: Platform Tools

AI Assistant, Dashboard Studio, Dynamic Stage Kanban, Turbo Report, POS, Project

Integration

Cross-Module Integration

📈

Sales → Inventory

SO → delivery order → stock update
Lot/serial selection on SO lines
Delivery split by commitment date

📦

Purchase → Inventory

PO → goods receipt → stock valuation
Three-way matching PO/Receipt/Invoice
Reorder rules → auto purchase request

💰

Sales → Accounting

SO confirm → automatic invoice
Advance payment, invoice plan
COA revenue recognition per product

⚙

Manufacturing → Accounting

MO → WIP journal → COGS
Cost rollup material + labor + overhead
Variance analysis

👥

HR → Accounting

Payroll → journal entries
BPJS & Income Tax Art. 21 automatic posting
Loan deduction from payslip

🌐

Sales → E-Commerce

Website → sale order → delivery
Customer portal → invoice → payment
Marketplace sync → stock update

🤖

All Modules → AI

100+ AI tools across all modules
Multi-lingual, attachment processing
Natural language to XERPIUM actions

📈

All Modules → Dashboard

19 chart types for any model
AI auto-generate, NL→SQL
33 industry dashboards included

Aspect	Spreadsheet / Manual	XERPIUM ERP
Sales	Order book, email	✓ CRM, SO, auto-workflow, product recommendation
Purchase	PO manual, double order	✓ PR, blanket order, tier approval, auto-PO
Inventory	Stock books, annual stocktake	✓ Real-time, WMS mobile, FIFO, cycle count
Accounting	Manual ledger	✓ Automatic GL, Turbo Report <1 minute, 32 COAs
HR	Excel payroll	✓ BPJS, income tax Art. 21, AI recruitment, KPI
Manufacturing	Paper, spreadsheet	✓ MRP, BOM, work order, quality, ECO
AI Assistant	✗ None	✓ 100+ tools, 11 languages, natural language
Dashboard	✗ None	✓ 19 chart types, AI generate, 33 industry templates

XERPIUM ERP Ecosystem