Codios ERP

User Guide

Step-by-step operational guidance for completing everyday processes in Codios ERP.

Available module

Available modules

Finance and AccountingCurrent accounts, classifications, and tax definitions.Open module guideWarehouse and Inventory ManagementWarehouses, inventory, locations, transfers, and packages.Open module guideReportsItem and customer based order reports.Open module guideItem ManagementItems, variants, images, groups, and categories.Open module guideAttribute and Term ManagementProduct attributes, attribute types, and related terms.Open module guidecDriveMedia albums, files, folders, and exports.Open module guideSales and DistributionCurrent accounts, order entry, variants, and order tracking.Open module guideProcurement and SupplyProcurement requests, vendor orders, and converting requests to orders.Open module guideIdentity and Access ManagementUsers, departments, categories, and role permissions.Open module guideSupport RequestsList, filter, and create support requests.Open module guideSettingsConfigure system company information and shared defaults.Open module guide

What can you do on the home page?

Review the dashboard, change the chart view, export the displayed data, and follow recent orders.

What can you do on the home page?1234
1. Review the dashboard chart

Track the monthly ordered product count and compare the trend across the displayed periods.

2. Export the chart data

Open the download control next to the chart type buttons to print the chart as PDF or export it as an image.

3. Change the time range

Switch between Day, Month, and Year to change the time scale shown on the chart.

4. Review recent orders

Check the last 10 orders, their status, order number, current account, total amount, and date. Open All Orders for the full list.

  1. 1. Track the monthly ordered product count and compare the trend across the displayed periods.
  2. 2. Open the download control next to the chart type buttons to print the chart as PDF or export it as an image.
  3. 3. Switch between Day, Month, and Year to change the time scale shown on the chart.
  4. 4. Check the last 10 orders, their status, order number, current account, total amount, and date. Open All Orders for the full list.

What can you do in the header?

Use the tools in the top bar to reach common actions without leaving your current screen.

What can you do in the header?12345
More and shortcuts1
More and shortcuts

Open the More menu to reach shortcuts such as full screen and other quick actions.

Dark / light mode2
Dark / light mode

Switch the interface theme while keeping the same page and workflow open.

Dock shortcuts3
Dock shortcuts

Add frequently used screens to the dock from the top-left shortcut control and open them quickly later.

Biri AI4
Biri AI

Open the Biri AI chat area to ask questions and request help while working.

Notifications5
Notifications

Review new activity and system notifications from the bell area.

  1. 1. Open the More menu to reach shortcuts such as full screen and other quick actions.
  2. 2. Switch the interface theme while keeping the same page and workflow open.
  3. 3. Add frequently used screens to the dock from the top-left shortcut control and open them quickly later.
  4. 4. Open the Biri AI chat area to ask questions and request help while working.
  5. 5. Review new activity and system notifications from the bell area.

How to use this guide

Each guide covers the access required, the actions to take, and what to check when the process is complete.

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