Palmyra ERP ties together financial control, physical stock, and online sales. Use this page as a quick orientation; detailed architecture, APIs, and workflows live in the static documentation bundled with the repository.

First steps

1. Organization & company: Configure tenant, companies, branches, and fiscal calendar in settings.
2. Masters: Chart of accounts, tax codes, warehouses, products (and product items for matrix SKUs), customers, and vendors.
3. Inventory baseline: Open balances, locations, and reorder policies before heavy transaction volume.
4. E-commerce (optional): Publish categories and products to the public shop; confirm payment and fulfillment rules.
5. Go-live checks: Test a full cycle — quote or cart → order → shipment/receipt → invoice → payment → GL posting.

Finance receives postings from sales invoices, purchase bills, payments, inventory valuation, and manual journals. Data is scoped by organization and company; multi-company tenants can run consolidated views where configured.

Core master data

• Chart of accounts: Account hierarchy, natural account types, and mapping to reporting lines.
• Ledger types & cost centers: Optional dimensions for management reporting and allocations.
• Tax: Tax types, rates, and groups aligned with invoicing and statutory reporting.
• Banks & payment methods: Bank accounts used for receipts, disbursements, and reconciliation.
• Currencies & exchange rates: Multi-currency operations and valuation where enabled.

Typical source documents

• Customer invoices and credit notes from sales
• Vendor bills and debit notes from procurement
• Payment and receipt batches
• Manual journal entries for accruals, depreciation, and adjustments

General ledger

Journal entries can be entered manually or generated from subledgers. Posting updates account balances by period; use filters by date range and account for review and audit.

Accounts payable & receivable

• Track open items, due dates, and aging for customers and vendors.
• Record settlements against invoices; partial payments and write-offs follow your approval rules.

Payments & bank reconciliation

• Match bank statement lines to open payments and receipts.
• Resolve exceptions (fees, timing differences) with adjusting entries where needed.

Budgets and forecasts let you compare actual GL activity to plan by account and dimension, including variance reporting for operations review.

Period close locks prior periods to prevent accidental changes after financial statements are issued. Inter-company and consolidation steps (where licensed) run after subsidiary closes.

Compliance & audit

Design approvals and segregation of duties so the same user cannot create and approve high-risk transactions. Retain audit trails on master and transaction changes for statutory and internal audit.

Stock is tracked in a ledger style: each movement affects quantity and cost at warehouse and location level. Transactions reference product items (SKUs), including matrix combinations such as size and color.

Masters

• Categories & products: Hierarchy for browsing, reporting, and e-commerce merchandising.
• Warehouses & locations: Zones, bins, and location types (e.g. usable, quarantine, transit).
• Units of measure & conversions: Purchase UoM, stock UoM, and selling UoM where different.
• Batches & serials: Lot tracking and serial control per product policy.

Inbound & outbound

• Goods receipt: From purchase orders; updates on-hand and accrual until invoiced.
• Deliveries & shipments: Reserve, pick, and ship against sales orders; drives e-commerce fulfillment when integrated.
• Returns: Customer returns and vendor returns with correct disposition (restock, scrap, quarantine).

Internal operations

• Stock transfers: Move inventory between warehouses or locations, often with an approval and pick/ship/receive sequence.
• Adjustments: Cycle count variances, damage, and corrections with approval where required.
• Stock count: Physical count workflows to reconcile system on-hand with the floor.

Put-away and picking strategies direct operators to bin locations. Waves group picks for efficient outbound processing during peak volume.

Logistics connects carriers, shipments, and tracking to customer delivery expectations. Fleet capabilities (vehicles, drivers, trips) support your own delivery or field service where enabled.

Valuation methods and costing rules tie inventory layers to the general ledger for margin and balance sheet accuracy.

The online channel exposes selected products on a public storefront. Cart and checkout create sales documents in the back office; availability and pricing respect inventory masters and tax configuration.

What shoppers see

• Browse categories and product detail pages with images and descriptions
• Live or cached stock indicators depending on configuration
• Cart, promotions (coupons), and checkout with shipping or pickup options as you define

Customers add line items to the cart, adjust quantities, and proceed to checkout. The storefront validates sellable items and enforces minimum order rules you configure.

Checkout

1. Collect shipping and contact details
2. Apply valid coupon codes when offered
3. Confirm totals including tax and delivery charges
4. Complete payment per your payment integration; order confirmation is generated in admin

After checkout, fulfillment follows the same delivery and invoicing paths as other sales channels so finance and inventory stay in one system.

Administrators maintain the online catalog and monitor customer activity from the admin area.

Typical admin tasks

• Online categories & products: Choose what appears on the shop, merchandising order, and featured items.
• Online orders: Track status from new through paid, packed, shipped, or cancelled; align with warehouse picks.
• Coupons: Discount rules, validity windows, and usage limits for campaigns.

Keep product master data (SKUs, barcodes, costs) authoritative in inventory; the storefront reflects published subsets and pricing policies.

• E-commerce → Sales → Inventory: Confirmed orders reserve or consume stock; shipments reduce on-hand and can trigger invoicing.
• Sales & procurement → Finance: Invoices and vendor bills post to AR/AP and the general ledger.
• Inventory → Finance: Cost of goods, revaluation, and adjustments flow to inventory and expense accounts per your accounting policy.

A single product item record links storefront availability, warehouse balances, and invoice lines, reducing mismatches between what you sell online and what you can ship.

For module deep-dives, API shapes, security, and workflows, open the static site under web/docs in the repository (Finance, Inventory, Sales, Procurement, and more).

The interactive UI prototype under web/prototype mirrors navigation and screen boundaries used during design — useful for training and integration discussions.

The Help hub links articles and guides alongside this documentation page.