Business Management (ERPFlowAI)

Where it is: Home → Your apps → Business Management (ERPFlowAI) (at the top of the screen the module shows as Business Management) Address: /app/modulos/erpflowai

What it is for

To run your store, repair shop or service business in one place: products and services with stock, quotes, sales, service orders and purchases. When you sell, stock goes down on its own and the instalments go into your finances as receivables; when a purchase arrives, stock goes up, the product cost updates and the bills to pay appear. You never type the same thing twice.

You can sell with just the customer's name, no record needed — the full record is for regular buyers or anyone who needs an invoice.

First steps

1. Open the Panel and tap Start. If your finances were not set up yet, they are set up together.
2. In Products and stock, register what you sell, with cost, price and today's stock.
3. In Sales and quotes, make your first sale.

Gisele, in the chat beside the Dashboard

Gisele answers with your numbers: what you sold this month and the gross profit, what is at minimum stock, the open quotes (and whether the customer already approved through the link), the best sellers and what to buy — the same math as the Dashboard. She can also record a quote (changes nothing) or a sale (lowers stock and posts the instalments to your finances): she shows the summary and only saves after your "yes". Cancelling, work orders, purchases and stock adjustments stay on the screen.

The tabs

Panel

Sales this month, gross profit (sales minus product cost), average ticket and purchases. Below, the alerts — product at minimum stock, quote waiting for the customer, purchase not yet received — and the list of what to restock for 15 days, worked out from how much each product went out in the last 30.

Sales and quotes

+ New sale or quote opens the form: customer (from your records or just the name), date, salesperson, the items (a registered product or a one-off item, quantity, price and discount), shipping, discount on the total and the payment — method, down payment, instalments and first due date; the instalments show up worked out right away. Save as quote changes nothing; Sell now lowers stock and posts the instalments to your finances. Tap a line to see the details: Turn into sale, Edit (quotes only), Issue invoice and Cancel (stock comes back and open instalments are cancelled).

Service orders

Like a sale, with the equipment or requested service and the reported problem. The stage (waiting, in progress, ready, delivered) changes in the details; Complete work order takes the parts out of stock and posts the amount as a service receivable.

Purchases

What you buy from the supplier, with their invoice number. Receive purchase adds to stock, makes the product cost become the average cost and creates the bills to pay.

Products and stock

Products (with stock) and services, with code, unit, cost, price and minimum stock. Use suggested price works out the price that keeps your margin after taxes and fees. Tap a product to see its stock history and to Adjust stock to the shelf count — the difference is recorded, nothing is erased.

Customers and suppliers

One single record, marking whether it is a customer, a supplier or a carrier. The ZIP code fills in the address. A customer with phone or e-mail also shows up in your CRM.

Reports

Pick the period and see revenue, cost, gross profit and average ticket; the best sellers and the top customers (ABC curve: A is the group that makes most of the revenue); sales by salesperson, with commission; and stock below minimum.

Settings

How many days a quote is valid, the salesperson's commission, the margin, taxes and fees of the suggested price, and whether a sale can take stock below zero.