AI ERP — System Guide
A complete handbook for the AI ERP marine ship-chandler system. It starts with how the whole application works — how modules are split, how you navigate lists, how the standard create / edit / delete form behaves, and how the generic search-filter-sort engine works — and then documents every operational module one by one: what it is, its features, how to use it, what feeds it (upstream), what it produces (downstream), and which printed documents it covers.
1 · How the system works
System Overview
What the ERP is, the marine ship-chandler flow, and how every module is split into a list, a form, and (for documents) the workbench.
Navigation & Lists
The sidebar module tree, how a list view works, sorting/paging, and what happens when you click a row.
Standard CRUD Forms
The one form pattern every module shares — browse vs edit vs create, how to add a new record, modify it, and delete it, plus save behaviour and the top-bar actions.
Search · Filter · Sort
The same search behind every list and picker — quick search, the filter builder, sorting, choosing columns, and exporting.
2 · The ship-chandler document flow
Everything hangs off a Port Call. From there the customer (sales) side and the supplier (purchase) side run in parallel, tied together by the Port Call Workbench:
3 · Module reference
Each screen's page follows the same layout: what it is · the list · the form · what you can do · how to use · where it comes from & what happens next · what you can print.
Master data
Master Port Call
The entry point — one vessel's visit to a port; the business context for everything downstream.
Master Vessel
Ship master, linked to a customer account.
Master Customer
Accounts, sites, contacts, default bill/ship addresses.
Master Supplier
Vendor master, sites, contacts, offer history.
Master Product Catalogue
IMPA items, UOM, supplier codes.
Sales stream
Sales Sales RFQ / Quote
Priced customer quotation with per-line cost→markup→sell (absorbs the old Sales Inquiry).
Sales Sales Order
The confirmed order that drives POs and fulfillment.
Sales Delivery Order
Goods delivered to the vessel.
Finance AR Invoice
Customer (tax) invoice.
Finance Customer Payment
Receipt / settlement against AR.
Purchase stream
Purchase Purchase RFQ
Supplier request-for-quote and offers.
Purchase Supplier Quote Portal
The online form suppliers use to send prices.
Purchase Supplier Submission
What the supplier submitted through the portal.
Purchase Purchase Order
Order issued to a supplier.
Fulfil Goods Receipt (GRN)
Receiving stock against a PO.
Finance AP Bill
Supplier invoice / bill.
Finance Supplier Payment
Paying the supplier against AP.
Fulfillment
Fulfil Picking
Pick list from the sales order.
Fulfil Packing
Pack list with pallet detail and shipping marks.
Workbench & tools
Workbench Port Call Workbench
The command centre — what it is, why it exists, and every feature (create-from-file, award, export, fulfillment, print).
Tour PCWB Walkthrough
The existing click-by-click live walkthrough, now part of this guide.
Tool PO Batch Print
Printing many purchase-order documents at once via the print-batch dialog.