Feature map
All public features, grouped the same way as the product: File, Trade, Money, Work, and Control. This page is text only so it loads quickly. Open a name to watch the video and read the steps.
Set up a Customer Flow workspace once: company profile, branches, warehouses, banks, HS codes, currency, and security.
Open Company setup →Customer Flow keeps approvals on the same record as the goods.
Open Approvals →Every meaningful change in Customer Flow writes an audit event: who, what, when, which file.
Open Audit trail →Upload invoice, packing list, B/L, and certificates onto the shipment or consignment.
Open Documents →Freight, duty, and extras roll into landed cost while the import is still moving.
Open Landed cost →The shipment lane is customer → purchase order → shipment.
Open Shipments →Customer Flow procurement runs requisitions, RFQs, supplier quotations, purchase orders, goods receipts, supplier invoices, and payments in the same workspace as inventory and imports.
Open Procurement →Customer Flow logistics holds freight, carriers, routes, and the shipment file — the operational record of how goods move, with papers and people attached.
Open Logistics →Customer Flow finance keeps the ledger next to the operational file: general ledger, journals, AP, AR, cash, expenses, budgets, tax, close, and statements in the same company workspace.
Open Finance →Customer Flow sales runs leads through quotations, orders, delivery, invoices, payments, and returns in the same workspace as inventory and the operational file.
Open Sales →Customer Flow inventory keeps items, categories, stock levels, movements, transfers, and adjustments in warehouses you set up once.
Open Inventory →Customer Flow assets keep the register, categories, depreciation, maintenance, and reports in the same finance workspace as the operational files that buy or use those assets.
Open Assets →Customer Flow HR keeps employees, departments, attendance, leave, payroll, and statutory rates in the same company workspace as the people who already approve operational files.
Open HR & payroll →Customer Flow projects keep tasks, milestones, allocations, timesheets, billing, budgets, and profitability on a project file — the same audit idea as a consignment.
Open Projects →Customer Flow grants keep donors, awards, restricted fund accounting, budgets, donor reporting, and sub-awards on a file a donor or auditor can follow.
Open Grants →Customer Flow manufacturing keeps BOM, production orders, planning, and quality on the same item master as inventory and inbound imports of raw materials.
Open Manufacturing →Customer Flow quality keeps inspections, non-conformances, compliance, and the audit trail on the same company as manufacturing, inventory, and trade files.
Open Quality →Customer Flow reports pull management dashboards, a report catalog, cross-module reports, KPIs, and exports from the same live files — not a weekend dump into Excel.
Open Reports →Customer Flow data management is the go-live path: validation, import templates, bulk import, setup wizard, migration, raw extract, and duplicate checks for partners and items.
Open Data import →Customer Flow keeps operations stable and plugs country filings in as replaceable rules: Pakistan, UAE, and stubs for Saudi Arabia, UK, EU, and USA.
Open Country rules →Prefer click-by-click for every menu item? How to use the dashboard. Prefer one page of videos? All feature videos.
This page lists every public feature in five groups: File, Trade, Money, Work, and Control. Each line links to a short video page. For every left-menu screen with click-by-click steps, open /docs/workspace.
No. /docs/features and /features are public. The signed-in workspace is separate and is not indexed.
Yes. This map is the fast index. Open a name to watch the video and read the full steps on /features/{name}.
Every public feature in the product catalog appears on this page. Group headings are File, Trade, Money, Work, and Control. Open a name to watch the video on /features/{name}.
