ERP Dashboard

Central links for ERP, accounting, sales, customers, cash management, and store tools.
Main Dashboard
Vendors

1

Purchase Orders

1

Open POs

0

ERP Expenses

$0.00

Paid Sales Ledger

$1,853.51

Customers / Orders

5 / 0

Core ERP

Vendors
Manage vendor records
Add Vendor
Create vendor
Purchase Orders
View purchase orders
Add Purchase Order
Create purchase order
ERP Expenses
View ERP expenses
Add ERP Expense
Create expense
Import Simple Accounting Expenses
Copy accounting expenses into ERP

Simple Accounting

Accounting Dashboard
Open accounting
Transactions
Income and expenses
Accounts / Balances
Accounts and balances
Chart of Accounts
Account structure
Cashbook
Cashbook ledger
Journals
Journal entries
New Journal Entry
Post journal
Categories
Accounting categories
Reports
Accounting reports
Profit & Loss
P&L report
Balance Sheet
Balance sheet
Tax Report
Tax totals
QXF Import
Import Quicken/QXF
Accounting Settings
Accounting setup

Cash / Bank Management

Cash Management
Cash and bank overview
Transfer Between Accounts
Move cash/checking/bank funds
Pending Deposits
Cash to deposit
Cash Drawer Reconciliation
Balance cash drawer
Daily Closing Totals
End-of-day closeout
Printable Deposit Slips
Print bank deposit slips
Sync Sales Ledger
Sync sales into accounting

Sales / Customer Admin

Sales Ledger
Unified sales record
Customer Accounts
Customer portal accounts
All Customer Purchases
All purchase history
Customer Purchase Edit
Edit customer purchases
Digital Orders
Add/edit digital orders
All Customer Purchases Legacy
Legacy purchases
Orders
Main order list
POS Dashboard
POS sales

Store / Product Tools

Online Store
Open shop
Products
Product list
Add Product
Add product
Store Ads Manager
Left/right store ads
3D Models Manager
3D model manager
Product Model Linker
Link products/models

System / Setup Tools

Square Setup
Square token/location setup
Square Config Check
Test Square config
Admin Settings
Admin settings
Download Logs
Digital download logs
License Audit
License audit
This dashboard automatically hides links when a module file is not installed, so it will not break older or partially patched installs.
3D Business Pro - Designed By Chris Clark of ClarksParts.COM