{"name":"OSERP Academy","productVersion":"0.4.0","verification":"mixed-reviewed-guides-and-static-extraction","documents":[{"title":"Read the academy with AI","url":"https://learn.oserp.in/ai/","markdownUrl":"https://learn.oserp.in/markdown/ai/index.md","markdown":"---\ndescription: Read OSERP Academy as public Markdown, full text, and structured JSON, with version and verification context.\n---\n# Read the academy with AI\n\nThe academy publishes the same public knowledge for people and retrieval tools. These exports contain documentation, not company records or application credentials.\n\n## Available formats\n\n- [Content index — llms.txt](/llms.txt)\n- [Combined public text — llms-full.txt](/llms-full.txt)\n- [Structured knowledge — knowledge.json](/knowledge.json)\n- [Sitemap](/sitemap.xml)\n- Individual Markdown versions, linked from the content index.\n\nThe JSON includes article URLs and content, product baseline, and extracted screen/field facts. Stable article URLs allow an assistant to cite the explanation it used.\n\n## Instructions for readers and assistants\n\n1. Identify the user's intended business task and application release.\n2. Retrieve the relevant guide and field reference.\n3. Check whether the source is a reviewed guide, static extraction, or runtime-verified procedure.\n4. Explain prerequisites, company context, permissions, actions, and expected results.\n5. Cite the source URL and state unresolved details explicitly.\n6. Do not invent maximum lengths, supported integrations, statutory compliance, or accreditation.\n7. Distinguish intended behavior text from evidence that a downstream operation enforces it.\n8. Use authorized application interfaces for any actual operation; public knowledge grants no access.\n\n## Example question\n\n“Explain why the selling price differs from Standard Price. Use OSERP Atlas, include the customer-group and MRP possibilities, and identify what I should check on the transaction before changing anything.”\n\n## Indexing expectations\n\nThe site provides public HTML and downloadable text to make retrieval practical. Publishing these files does not guarantee that every search engine or AI provider crawls, indexes, or trains on them. Cloudflare and other access controls can also affect particular automated clients; verify actual access for the tool you intend to use.\n\n## Future OSERP assistant integration\n\nAn internal assistant can retrieve these documents and cite them alongside authorized product context. That integration is a separate implementation step. This edition does not claim that the application assistant has already been connected to the academy.\n"},{"title":"Company field guide","url":"https://learn.oserp.in/atlas/company","markdownUrl":"https://learn.oserp.in/markdown/atlas/company.md","markdown":"---\ndescription: Understand OSERP company identity, contact, accounting, feature, and print-profile fields and their constraints.\n---\n# Company field guide\n\n**Screens:** `/setup`, `/admin/company-profile`, and `/admin/general-settings`. Company Profile owns identity and print information; General Settings owns feature configuration. Reviewed against the company request types, creation/update service, and setup interface.\n\n## Identity and location\n\n| Field | Purpose and use | Verified input behavior |\n| --- | --- | --- |\n| Company Name | Name used to identify the business in the application | Required when creating; service trims spaces and rejects blank input |\n| Legal / Registered Name | Formal name when it differs from the operating name | Optional string, trimmed |\n| Business Type | Business-form classification | Setup offers named choices; the service accepts a string |\n| Industry | Operating-sector classification | Setup offers named choices; the service accepts a string |\n| License / Registration No. | Registration reference for the business | Optional string; not an automatic registration verification |\n| Country | Company location and source of certain configuration defaults | Optional string at service level; choose deliberately in setup |\n| State / Province / Emirate | Regional location used in the company address and relevant tax context | Optional trimmed string |\n| City | Locality in the business address | Optional trimmed string |\n| Address Line 1 / 2 | Street, building, and supplementary address details | Optional trimmed strings |\n| Postal / ZIP Code | Postal routing reference | String, preserving non-numeric formats |\n| Phone | Company contact number | String; not a user account |\n| Email | Company contact address | String in the reviewed company service; do not infer email validation from the data type |\n| Website | Business website reference | Optional string |\n\nThe reviewed service helper does not declare fixed maximum character lengths for these text fields. The [screen references](/atlas/screens/admin-company-profile) show any separately declared interface limits. A full cross-layer boundary test remains pending.\n\n## Accounting and tax configuration\n\n| Field | Purpose | Constraints and consequences |\n| --- | --- | --- |\n| Base Currency | Unit of account for this company's books | Required on creation; normalized to a three-letter code; changing it is refused after entries have posted |\n| Fiscal Year | Starting month used to establish the financial-year label | Integer 1–12; creation defaults to January if omitted |\n| Chart of Accounts | Preset selection for initial account structure | Choosing blank leaves account configuration to complete |\n| Tax Regime | Tax configuration identifier | Select according to approved business setup; it is not a compliance certificate |\n| Tax Registered? | Whether tax registration is recorded | Boolean; true only when explicitly supplied as true in the reviewed creation service |\n| Tax Registration Number | Tax registration reference | Optional trimmed string at service level |\n| Amount Decimal Places | Company's configured amount display precision | Integer 0–4; creation defaults to 2 |\n| Prices Include Tax | Interpretation of standard prices and price lists in supported pricing paths | Explicit choice or country-based default at creation; MRP and batch selling prices remain inclusive |\n| Costing Method | Inventory valuation basis | Validated against supported costing-method codes; unrecognized values are refused |\n\n## Feature fields\n\nInventory, Warehouses, Bins, Batches, Serial Numbers, Negative Stock, Multi-Currency, Cost Centres, Budget, Projects, Payroll, POS, and Approvals are company configuration flags. Configure associated permissions and master records after selecting them.\n\nDo not infer that every feature flag has an end-to-end operating workflow. Confirm the relevant manual and release behavior, particularly for less frequently used capabilities. A Payroll Cycle value, for example, describes configuration but does not on its own prove that every possible period frequency is processed automatically.\n\n## Print profile\n\n| Field | Purpose |\n| --- | --- |\n| Company Logo | Image used by print layouts; the reviewed profile UI limits selected files to 350,000 bytes and requires an image MIME type |\n| Print Name | Name printed on documents |\n| Print Address | Address presentation for documents |\n| Tax Label / Tax Number | Caption and number shown in the tax-registration area |\n| Registration Label / Registration Number | Caption and identifier for registration details |\n| Extra Print Line | Additional company information printed where the layout supports it |\n\nPreview a document after changing the print profile. These fields change presentation and do not correct the accounting values of an existing transaction.\n\n## Editing safely\n\nCompany updates are partial: an omitted request field means leave the existing value alone. The interface decides which fields to submit. After saving, reopen the profile to verify persistence. Use General Settings for feature flags rather than assuming Company Profile owns every company column.\n\nIf base currency cannot be changed, inspect posted activity with an administrator. Do not delete financial records to work around the restriction.\n"},{"title":"Field lengths, defaults, and validation","url":"https://learn.oserp.in/atlas/field-limits","markdownUrl":"https://learn.oserp.in/markdown/atlas/field-limits.md","markdown":"---\ndescription: Interpret OSERP field lengths, required values, number precision, defaults, and validation evidence correctly.\n---\n# Field lengths, defaults, and validation\n\nThe question “How long can this field be?” has several parts. A browser may limit typing, the server may reject or transform an input, and the database may impose a separate storage limit.\n\n## Three layers\n\n| Layer | What it proves | What it does not prove |\n| --- | --- | --- |\n| Interface | A declared maximum, minimum, increment, required state, or available option in that control | That imports or API requests apply the same restriction |\n| Service validation | The checks performed when that operation receives a request | That every alternate operation uses the same checks |\n| Storage | Stored type, nullability, numeric precision, explicit column length, and uniqueness | The human business purpose or effective form default |\n\nAn extracted screen entry reports only constraints it can identify literally. **Not explicitly declared** means that this layer does not state the constraint; it does not mean unlimited input is supported. A server request-size limit can still apply even where text has no small fixed character limit.\n\n## Character length and formatting\n\nCheck whether spaces are trimmed, codes are normalized, case changes, or generated identifiers replace blank input. Arabic characters, combining marks, and emoji can be counted differently by browser string lengths and storage rules; a precise multilingual boundary requires testing.\n\nFor example, the reviewed item creation operation trims the item name and rejects an empty result. It does not provide a fixed character maximum in that validation. The new price-list code control in Item Master declares a 32-character limit, but that does not establish the limit of **Item Code**, which is a different field.\n\n## Decimal values\n\nA decimal column with precision *p* and scale *s* can represent *p* total digits, with *s* after the decimal point. The maximum integer-digit count is *p − s*. Display decimals, input increments, tax rounding, and stored precision are separate concepts.\n\nCompany **Amount Decimal Places** accepts integers from 0 to 4 in the reviewed creation service. This configuration must not be described as the precision of every monetary or quantity column.\n\n## Default versus saved value\n\nA default can come from the screen, company configuration, a parent record, the service, or storage. Later sources may override earlier ones. The value visible when creating a record is not necessarily the value returned when a field is omitted from a direct request.\n\nThe reviewed Item creation service supplies stock tracking for a non-service item when no explicit choice is supplied, then applies provided behavior flags. This differs from treating the database default as the operational answer. Verify the saved **Stock Tracked** value rather than inferring it from the item type name.\n\n## Required versus conditionally required\n\nA field can be optional in storage but necessary for a particular action. An item may be saved before every posting-related reference is configured, yet a sale or receipt may fail without required setup. “Required to save” and “required to operate” should be documented separately.\n\n## How unresolved facts are handled\n\nThe academy should record an unknown explicitly and retain an internal evidence task. It should never guess a maximum of 50, 100, or 255 characters because such limits are common elsewhere. The [coverage register](/reference/coverage) tracks the work needed to reach full field-level verification.\n"},{"title":"OSERP Atlas","url":"https://learn.oserp.in/atlas/","markdownUrl":"https://learn.oserp.in/markdown/atlas/index.md","markdown":"---\ndescription: OSERP Atlas connects the operating manual with screen locations, field facts, limits, and business explanations.\n---\n# OSERP Atlas\n\nAtlas is the reference collection inside OSERP Academy. Use it when you need to understand a field, locate a setting, explain a restriction, or find the screen that owns a business record.\n\n## Choose your reference\n\n- [Screen directory](/atlas/screens/): every discovered application page, with extracted controls and menu permissions.\n- [Item Master in depth](/atlas/item-master): identity, units, pricing, stock, related records, and item behavior.\n- [Company field guide](/atlas/company): company identity, accounting choices, feature settings, and print profile.\n- [Field limits explained](/atlas/field-limits): interface limits, backend validation, storage precision, and unknowns.\n- [Glossary](/reference/glossary): terminology used throughout OSERP.\n\n## How to read a reference\n\nStart with the **application address** and **verification status**. Read the purpose before changing a field. A field can affect later transactions without rewriting existing posted records. Where an impact has not been traced through the implementation, the reference must say so.\n\nA maximum shown by the interface is only one layer of validation. Database defaults do not necessarily match defaults supplied by a creation service. A company-level switch and an item-level switch can both influence behavior. Atlas makes these distinctions explicit.\n\n## Stable references for support and AI\n\nLink directly to a chapter or field heading when answering a support question. Include the document or product version when a behavior may have changed. Public Markdown and structured content are available through the [AI reading guide](/ai/).\n"},{"title":"Item Master in depth","url":"https://learn.oserp.in/atlas/item-master","markdownUrl":"https://learn.oserp.in/markdown/atlas/item-master.md","markdown":"---\ndescription: Detailed OSERP Item Master reference covering its fifteen tabs, identity, units, prices, stock, logistics, online content, and behavior flags.\n---\n# Item Master in depth\n\n**Application address:** `/inventory/items` · **Menu permission:** `items:read`.\n\nThe Item Master describes what the business buys, holds, sells, or supplies. It joins classification, units, prices, traceability, and catalogue information. Creating an item creates its master record; it does not create opening stock, a goods receipt, a sale, or an accounting entry.\n\nThis chapter is reviewed against the item form, item creation/update service, pricing helpers, and schema. Downstream behavior for every capability flag has not been runtime-verified. The [screen reference](/atlas/screens/inventory-items) supplies literal labels and interface constraints.\n\n## Find, create, and edit an item\n\nSearch by name, code, or barcode and use the item type/status filters. Check whether a record already exists before creating a duplicate. Open the record to view it; choose **Edit** to change editable fields.\n\nFor a new record, enter a meaningful name, check its code, choose classification and base unit, and review stock and selling flags before saving. **Item Name (EN)** cannot be blank: the service trims spaces and refuses an empty result. Leaving the item code blank invokes the code-generation path. Duplicate codes are checked in the organization's tenant scope rather than simply within the visible list.\n\nWhen changing Item Type, the form resets category selection. Recheck the category and attributes before saving. After saving, related-record tabs become available. **Attachments, Production, Vendors, Pricing, and Stock** require a saved item in the reviewed form.\n\n## Tab map\n\n| Tab | Main purpose |\n| --- | --- |\n| General | Identity and classification |\n| UOM | Base, purchase, sales, and conversion units |\n| Purchasing | Cost and purchasing behavior |\n| Vendors | Preferred suppliers and supplier-specific buying information |\n| Sales | Standard price, MRP, barcode, and selling behavior |\n| Pricing | Group prices, customer-price records, and price-list entries |\n| Inventory | Reorder values, default warehouse, traceability, and stock behavior |\n| Stock | Warehouse and lot balances for the saved item |\n| Logistics | Dimensions, weight, packaging, and compliance descriptors |\n| E-Commerce | Listing text, SEO, catalogue attributes, and online flags |\n| Production | Bill-of-materials definition and production descriptors |\n| Properties | Item nature and additional capability flags |\n| Remarks | Descriptions, Markdown content, and internal notes |\n| Attachments | Images and supporting documents |\n| Attributes | Item-type-specific characteristics |\n\nUse the field finder to locate a field across tabs. Hidden tabs can contain important settings; do not assume the initial General tab is the whole record.\n\n## General: identity and classification\n\n| Field | Business purpose | Verified behavior or limitation |\n| --- | --- | --- |\n| Item Code | Stable identifier used to recognize the item | Blank invokes generation; duplicate checks apply; no small fixed text maximum is declared on this control |\n| Item Name (EN) | Main display name used to identify the item | Required; trimmed; blank rejected on create and edit |\n| Item Name (AR) | Arabic display name | Optional; right-to-left input; trimmed by the service |\n| Status | Lifecycle classification | Form choices: Active, Draft, Inactive, Discontinued; verify each consuming workflow's eligibility rules |\n| Item Type | Classification and associated attributes | Changing it resets selected category in the form |\n| Category / Sub-category | Catalogue grouping | Form filters available hierarchy; selection identifies a category record |\n| Brand | Brand classification | Select an existing brand or use the offered add-new action |\n| Base Unit | Unit used to express the item's stock quantities | Select deliberately before transactions; the service accepts a nullable reference, so save success alone does not prove operational readiness |\n\nNames, descriptions, codes, and most catalogue text fields have no explicit short character limit in the reviewed Item schema or controls. That is not a guarantee that arbitrarily large requests are supported.\n\n## UOM: quantity interpretation\n\n**Base / Stock UOM** is the unit against which inventory quantities are understood. **Purchase UOM** and **Sales UOM** describe transaction units. Their factors explain how one transaction unit relates to base units.\n\nExample: the base unit is **Each**, the purchase unit is **Case**, and a case contains 12 each. A factor of 12 expresses that relationship. Check the resulting document quantity and stock movement in a demonstration receipt before using it in live purchasing.\n\n| Field | Purpose | Constraints |\n| --- | --- | --- |\n| Purchase UOM / Sales UOM | Units used on the corresponding transaction side | Record selections; blank behavior depends on consuming workflow |\n| Purchase Factor / Sales Factor | Base-unit conversion factor | Interface minimum 0.00000001; input step `any`; stored decimal precision 18, scale 8 |\n| From / To | Units in an additional conversion row | Select existing units |\n| Factor | Conversion multiplier | Interface minimum 0.00000001; test both direction and expected result |\n| Weight UOM | Unit for item weight | Picker uses weight-unit classification |\n\nDo not confuse a units-per-scan barcode multiplier, purchasing conversion, and physical packaging count. They describe different relationships and must be checked together when scanning cases.\n\n## Purchasing and vendors\n\n**Standard Cost** is a master reference value. It is not the same as the actual price of every receipt or the warehouse's current average cost. The control accepts increments of 0.0001 and storage uses decimal precision 18, scale 4.\n\n**Purchasable** and **Returnable** are item flags described by the interface as allowing purchase use and returns. Check the transaction-specific rules before assuming a flag overrides document restrictions.\n\nVendor rows capture **Vendor Name**, **Vendor Item Code**, **Purchase Price**, **Currency**, **Min Order Qty**, **Lead Time (days)**, **Primary**, and **Notes**. The vendor code is the supplier's identifier for the item, not a replacement for your item code. Currency belongs to the vendor's price. A primary vendor identifies the preferred source; it does not itself place a purchase order.\n\nPurchase Price and Min Order Qty have non-negative numeric controls with 0.0001 increments. Vendor lead time is presented as a non-negative whole number of days. Select a linked supplier where available; legacy free-text vendor names may not carry the same relationship as a business-partner record.\n\n## Sales: prices, MRP, and barcodes\n\n| Field | Purpose | Verified behavior |\n| --- | --- | --- |\n| Standard Price | Normal selling-price reference | Read on the company's configured inclusive/exclusive tax basis; decimal precision 18, scale 4 |\n| MRP (incl. tax) | Printed pack price used as a ceiling in reviewed pricing helpers | Always interpreted as inclusive; interface minimum 0 and increment 0.01 |\n| Discount on MRP % | Standing percentage reduction from MRP | Interface 0–100; blank is distinct from zero; service validates the range |\n| Sells at | Preview of MRP less discount | A calculated display, not a second independent pricing policy |\n| HSN / SAC Code | Classification selected from the tax directory | Selecting a directory entry also supplies its rate in the form |\n| Barcode | Main scannable identifier | Store as text to preserve leading zeroes |\n| Other barcodes | Alternative identifiers for cases, pallets, or suppliers | Each can carry its own units-per-scan multiplier |\n| Units per scan | Quantity represented by one scan | Interface minimum 1 and whole-number increment |\n| Shelf Life (days) | Shelf-life descriptor | Whole-number input; actual expiry enforcement requires the relevant workflow and lot data |\n\n**Blank versus zero discount:** blank means the item is not configured to derive its price from an MRP discount. Zero means a configured zero-percent discount. In the reviewed receipt pricing helper, no discount and no explicit batch selling price leave the lot without a separate selling price, allowing the standard-price path to remain relevant.\n\nFor a fictional MRP of 120 and a 10% discount, the inclusive selling price is 108. If a demonstration uses an 18% tax configuration, the pre-tax unit value is approximately 91.5254. Adding tax again to 108 would misread an inclusive amount as exclusive. This is an illustration of the software's arithmetic, not a recommended tax rate.\n\nWhen old and new lots have different MRPs, the selected lot's printed price matters. Do not change the item-level MRP and assume all existing stock has been relabelled or repriced.\n\n## Pricing: why different customers can pay different amounts\n\nThe reviewed pricing service considers customer group, group price list, group discount, branch price list, quantity breaks, standard price, and MRP-related pricing. The screen's source label helps explain the chosen price. Compare the same customer, branch, quantity, tax basis, and selected MRP when investigating a difference.\n\n| Field or group | Purpose |\n| --- | --- |\n| Group / Price list | Connect a buying group to its price schedule |\n| Group disc % | Group-level discount candidate |\n| Price / Incl. tax / From | Resolved price, inclusive display, and pricing source |\n| Loyalty | Identifies the group used for loyalty membership behavior |\n| Customer Name / Special Price | Stored customer-specific price record; do not assume this legacy record participates in every pricing path without checking it |\n| Valid From / Valid To | Dates attached to a special-price record |\n| Price-list Price / Disc% / Min Qty | Item entry in a list and its threshold/configuration |\n| New list Code / Name | Identity for a newly created price list |\n\nThe new price-list **Code** control limits input to 32 characters and uppercases typed input. This constraint belongs to the price-list code, not Item Code. Group and customer discount controls show 0–100 limits. Test a quantity below and at a threshold before relying on quantity-break pricing.\n\n## Inventory: planning and traceability\n\n| Field | Intended use | Interface facts |\n| --- | --- | --- |\n| Min. Qty (Reorder Point) | Threshold used to describe replenishment needs | Non-negative, increment 0.0001 |\n| Max. Qty | Upper planning quantity | Non-negative, increment 0.0001 |\n| Reorder Qty | Proposed replenishment quantity | Non-negative, increment 0.0001 |\n| Safety Stock | Buffer quantity | Non-negative, increment 0.0001 |\n| Lot Size | Planning/order multiple descriptor | Non-negative, increment 0.0001 |\n| Lead Time (days) | Expected replenishment delay | Non-negative whole-number input |\n| Default Warehouse | Preferred warehouse reference | Does not move stock on save |\n| ABC Class | Warehouse/planning classification | Configured choice; downstream automation must be verified |\n| Putaway Strategy / Pick Strategy | Warehouse handling descriptors | Do not infer automated task allocation from a saved descriptor |\n| Freeze on Expiry | Flag described as locking expired stock | Verify enforcement in each transaction path before depending on it |\n\n**Stock Tracked**, **Serialized**, **Batch Tracked**, **Has Expiry**, **Has Warranty**, **Track Location (Bin)**, **Allow Negative Stock**, **Perishable**, **Dangerous Goods**, and **Requires Prescription** describe distinct concerns. A classification label does not prove that every operation enforces a business control. In particular, prescription and hazardous-goods flags must not be treated as compliance guarantees.\n\nThe create service supplies stock tracking for a non-service item unless an explicit supplied flag overrides that choice. Always check the saved value. Company-level inventory settings and transaction-level checks also matter.\n\n## Stock: read the balances correctly\n\nThe Stock tab displays warehouse quantities, lots, average cost, and value. **On Hand** is physical recorded stock. **Reserved / Committed** is stock committed to demand. **Available** is on-hand less reserved in the reviewed stock service. **On Order** is expected supply, not stock already available to sell.\n\nWarehouse average cost is derived from the stock/lots represented, with a standard-cost fallback in some no-lot cases. It should not be assumed equal to the current Standard Cost field. The service exposes a mismatch when stock-entry quantity and lot quantities disagree.\n\nThe interface explicitly states that bins are picking/putaway instructions on document lines, not a separate per-bin stock balance. Do not promise a bin stock ledger from the presence of a bin flag.\n\n## Logistics: dimensions and packaging\n\n| Fields | Purpose | Interface facts |\n| --- | --- | --- |\n| Length / Width / Height / Unit | Physical dimensions with their measurement unit | Non-negative dimensions, increment 0.0001; creation defaults dimension unit to CM if omitted |\n| Weight / Gross Weight / Weight Unit | Net versus packaged weight | Non-negative input, increment 0.001; stored values may have finer precision |\n| Units / Inner Pack | Units contained in an inner pack | Whole number, minimum 1 |\n| Inner Packs / Case | Packing hierarchy | Whole number, minimum 1 |\n| Cases / Pallet | Packing hierarchy | Whole number, minimum 1 |\n| Pallets / Container | Packing hierarchy | Whole number, minimum 1 |\n| GTIN / EAN-13 | Trade-item identifier | Text field; do not infer validation solely from its label |\n| MPN | Manufacturer's part number | Text identifier |\n| PLU Code | Price-look-up reference | Text identifier |\n| Country of Origin | Product-origin descriptor | Separate from the company's country |\n| Energy Class | Product classification | Descriptive value |\n| Tax Category | Tax grouping descriptor | Separate from the selected HSN/SAC code |\n| Warranty (months) | Warranty-duration descriptor | Non-negative whole-number input |\n\n## E-Commerce: product presentation\n\n**URL Slug** describes the public product address component. **Meta Title**, **Meta Description**, and **Meta Keywords** supply listing metadata. **Highlights** are short factual lines; the update service trims them and removes blank lines.\n\n**Google Product Category**, **Condition**, **Age Group**, **Gender**, **Color**, **Size**, and **Material** describe catalogue attributes. Their presence does not establish a completed external catalogue integration. **E-Commerce Enabled** and **Featured Product** control intended online visibility in supported catalogue paths; inspect the storefront result after publishing.\n\nDescriptions and attachments intended for online or AI use should contain only information approved for those audiences. **Internal Notes** should not be treated as guaranteed private merely because of the label; confirm the consuming export or integration.\n\n## Production: bill of materials\n\nA BOM records component requirements. **Version** distinguishes definitions. **Output Qty / Output UOM** describe what the listed components produce. **Assembly** is described as an item built into stock; **Kit** is described as an item sold with component consumption. Verify the corresponding posting path before using either operationally.\n\nComponent rows contain **Component Item**, **Qty**, **UOM**, **Scrap %**, **Optional**, **Remarks**, **Level**, and ordering. Output quantity has an interface minimum of 0.0001; scrap percent is 0–100; the level control shows 1–9. Saving a BOM does not itself produce finished goods.\n\n## Properties and remarks\n\nAdditional nature flags include **Service Item**, **Rental**, **Bookable**, **Has Variants**, **Variant Item (child)**, **Bundle / Package**, **Subscription**, **Fixed Asset**, **Manufactured**, **Recipe Item**, **Project Billable**, **Digital**, **Menu Item**, **Room / Unit**, **Tax Exempt**, **Commission Item**, and **Agricultural**. Record the intended classification, then check which consuming workflows implement it. They must not be represented as a complete rental, asset, booking, or subscription module merely because a toggle exists.\n\n**Short Description** is concise explanatory text. **Description** provides fuller detail. **Notes / Markdown (AI)** accepts formatted knowledge content and is identified by the interface as available for AI queries. **Internal Notes** holds operating notes; review its exposure before adding confidential information.\n\n## Attachments and attributes\n\nImage controls support adding images, choosing a primary image, and removing images. Document records include **Document Title**, **Document Type**, **Language**, and **Index for AI**. The interface advertises a 20 MB upload ceiling; the exact enforced MIME/size behavior must also be checked in the upload path and hosting configuration.\n\nDocument types shown include Spec Sheet, Manual, Certificate, Datasheet, Notes, Markdown, and Other. Selecting **Certificate** classifies an attachment; it does not certify the product or learner. Indexing an attachment for AI is a separate decision from displaying it as ordinary product documentation.\n\nAttributes depend on the selected item type and its definitions. This dynamic set is one reason a static field inventory cannot claim complete coverage of every configured business.\n\n## Verification exercise\n\nCreate a fictional item, save it, reopen it, and explain the saved base unit, stock-tracking choice, tax basis, and selling price. Add a vendor and a second barcode with a known multiplier. In a demonstration transaction, verify the resulting quantity and price rather than relying only on the master screen. Record any mismatch for review.\n"},{"title":"Allocate COD Remittances","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-cod","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-allocate-cod.md","markdown":"---\ntitle: \"Allocate COD Remittances\"\ndescription: \"Screen location, visible controls, and extracted input facts for Allocate COD Remittances in OSERP.\"\n---\n# Allocate COD Remittances\n\n**Application address:** `/accounting/allocate-cod` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Allocate COD Remittances**, or open `/accounting/allocate-cod` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Select all shown {#screen-select-all-shown-42dc8674}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | select-all-shown |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Select all shown |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Find a document, reference or amount {#screen-find-a-document-reference-or-amount-1529aa7f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-document-reference-or-amount |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a document, reference or amount |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount {#screen-amount-49e96d7c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Date {#screen-date-99c40ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reference {#screen-reference-71bf9093}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reference |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | UTR, cheque no, advice |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Use this\n- Cancel\n- Record\n- Clear selection\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Match what customers have paid against the invoices it settles.\n- Match what has been paid to suppliers against the bills it settles.\n- Match what a courier has remitted against the cash-on-delivery orders they collected it for.\n- Money that settles no particular invoice — a deposit, an overpayment, or one round figure against the account. It is held as an advance until you apply it.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Allocate Payments","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-payments","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-allocate-payments.md","markdown":"---\ntitle: \"Allocate Payments\"\ndescription: \"Screen location, visible controls, and extracted input facts for Allocate Payments in OSERP.\"\n---\n# Allocate Payments\n\n**Application address:** `/accounting/allocate-payments` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Allocate Payments**, or open `/accounting/allocate-payments` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Select all shown {#screen-select-all-shown-42dc8674}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | select-all-shown |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Select all shown |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Find a document, reference or amount {#screen-find-a-document-reference-or-amount-1529aa7f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-document-reference-or-amount |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a document, reference or amount |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount {#screen-amount-49e96d7c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Date {#screen-date-99c40ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reference {#screen-reference-71bf9093}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reference |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | UTR, cheque no, advice |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Use this\n- Cancel\n- Record\n- Clear selection\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Match what customers have paid against the invoices it settles.\n- Match what has been paid to suppliers against the bills it settles.\n- Match what a courier has remitted against the cash-on-delivery orders they collected it for.\n- Money that settles no particular invoice — a deposit, an overpayment, or one round figure against the account. It is held as an advance until you apply it.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Allocate Receipts","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-receipts","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-allocate-receipts.md","markdown":"---\ntitle: \"Allocate Receipts\"\ndescription: \"Screen location, visible controls, and extracted input facts for Allocate Receipts in OSERP.\"\n---\n# Allocate Receipts\n\n**Application address:** `/accounting/allocate-receipts` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Allocate Receipts**, or open `/accounting/allocate-receipts` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Select all shown {#screen-select-all-shown-42dc8674}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | select-all-shown |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Select all shown |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Find a document, reference or amount {#screen-find-a-document-reference-or-amount-1529aa7f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-document-reference-or-amount |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a document, reference or amount |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount {#screen-amount-49e96d7c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Date {#screen-date-99c40ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reference {#screen-reference-71bf9093}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reference |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | UTR, cheque no, advice |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Use this\n- Cancel\n- Record\n- Clear selection\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Match what customers have paid against the invoices it settles.\n- Match what has been paid to suppliers against the bills it settles.\n- Match what a courier has remitted against the cash-on-delivery orders they collected it for.\n- Money that settles no particular invoice — a deposit, an overpayment, or one round figure against the account. It is held as an advance until you apply it.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Balance Sheet","url":"https://learn.oserp.in/atlas/screens/accounting-balance-sheet","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-balance-sheet.md","markdown":"---\ntitle: \"Balance Sheet\"\ndescription: \"Screen location, visible controls, and extracted input facts for Balance Sheet in OSERP.\"\n---\n# Balance Sheet\n\n**Application address:** `/accounting/balance-sheet` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Balance Sheet**, or open `/accounting/balance-sheet` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### As of {#screen-as-of-43157504}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | as-of |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Balance Sheet — financial position as of a date.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Cash Flow","url":"https://learn.oserp.in/atlas/screens/accounting-cash-flow","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-cash-flow.md","markdown":"---\ntitle: \"Cash Flow\"\ndescription: \"Screen location, visible controls, and extracted input facts for Cash Flow in OSERP.\"\n---\n# Cash Flow\n\n**Application address:** `/accounting/cash-flow` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Cash Flow**, or open `/accounting/cash-flow` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Cash Flow — movement across cash and bank ledgers.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Customer Statement","url":"https://learn.oserp.in/atlas/screens/accounting-customer-statement","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-customer-statement.md","markdown":"---\ntitle: \"Customer Statement\"\ndescription: \"Screen location, visible controls, and extracted input facts for Customer Statement in OSERP.\"\n---\n# Customer Statement\n\n**Application address:** `/accounting/customer-statement` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Customer Statement**, or open `/accounting/customer-statement` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Statement of account — what a customer owes, with every invoice, credit note and receipt in the period.\n- Statement of account — what is owed to a supplier, with every bill, debit note and payment in the period.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Day Book","url":"https://learn.oserp.in/atlas/screens/accounting-day-book","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-day-book.md","markdown":"---\ntitle: \"Day Book\"\ndescription: \"Screen location, visible controls, and extracted input facts for Day Book in OSERP.\"\n---\n# Day Book\n\n**Application address:** `/accounting/day-book` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Day Book**, or open `/accounting/day-book` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Day Book — every voucher posted in the period (chronological journal).\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Ledger Statement","url":"https://learn.oserp.in/atlas/screens/accounting-general-ledger","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-general-ledger.md","markdown":"---\ntitle: \"Ledger Statement\"\ndescription: \"Screen location, visible controls, and extracted input facts for Ledger Statement in OSERP.\"\n---\n# Ledger Statement\n\n**Application address:** `/accounting/general-ledger` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Ledger Statement**, or open `/accounting/general-ledger` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Ledger {#screen-ledger-ee69eb4a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ledger |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Ledger Statement — opening, movements and running balance for one account.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Accounting Groups","url":"https://learn.oserp.in/atlas/screens/accounting-groups","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-groups.md","markdown":"---\ntitle: \"Accounting Groups\"\ndescription: \"Screen location, visible controls, and extracted input facts for Accounting Groups in OSERP.\"\n---\n# Accounting Groups\n\n**Application address:** `/accounting/groups` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Accounting Groups**, or open `/accounting/groups` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Group Name {#screen-group-name-8e7526fd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | group-name |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Nature {#screen-nature-c71ce8cc}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nature |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Parent Group {#screen-parent-group-56eec7d3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | parent-group |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- + New Group\n- Close\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- F2: New Group  ·  Esc: Cancel form  ·  Enter: Save\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Ledger Accounts","url":"https://learn.oserp.in/atlas/screens/accounting-ledgers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-ledgers.md","markdown":"---\ntitle: \"Ledger Accounts\"\ndescription: \"Screen location, visible controls, and extracted input facts for Ledger Accounts in OSERP.\"\n---\n# Ledger Accounts\n\n**Application address:** `/accounting/ledgers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Ledger Accounts**, or open `/accounting/ledgers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Ledger Name {#screen-ledger-name-59714f20}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ledger-name |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Accounting Group {#screen-accounting-group-29e6ad08}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | accounting-group |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Opening Debit {#screen-opening-debit-7b82bef4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | opening-debit |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Opening Credit {#screen-opening-credit-14da4fba}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | opening-credit |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- + New Ledger\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Only one of Debit or Credit can be non-zero.\n- F2: New Ledger  ·  Esc: Cancel form  ·  Enter: Save\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Profit & Loss","url":"https://learn.oserp.in/atlas/screens/accounting-profit-and-loss","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-profit-and-loss.md","markdown":"---\ntitle: \"Profit & Loss\"\ndescription: \"Screen location, visible controls, and extracted input facts for Profit & Loss in OSERP.\"\n---\n# Profit & Loss\n\n**Application address:** `/accounting/profit-and-loss` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Profit & Loss**, or open `/accounting/profit-and-loss` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Profit &amp; Loss — income and expenses for the period.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Supplier Statement","url":"https://learn.oserp.in/atlas/screens/accounting-supplier-statement","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-supplier-statement.md","markdown":"---\ntitle: \"Supplier Statement\"\ndescription: \"Screen location, visible controls, and extracted input facts for Supplier Statement in OSERP.\"\n---\n# Supplier Statement\n\n**Application address:** `/accounting/supplier-statement` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Supplier Statement**, or open `/accounting/supplier-statement` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Statement of account — what a customer owes, with every invoice, credit note and receipt in the period.\n- Statement of account — what is owed to a supplier, with every bill, debit note and payment in the period.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Tax Summary","url":"https://learn.oserp.in/atlas/screens/accounting-tax-summary","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-tax-summary.md","markdown":"---\ntitle: \"Tax Summary\"\ndescription: \"Screen location, visible controls, and extracted input facts for Tax Summary in OSERP.\"\n---\n# Tax Summary\n\n**Application address:** `/accounting/tax-summary` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Tax Summary**, or open `/accounting/tax-summary` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Tax report — output tax collected vs input tax recoverable.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Trial Balance","url":"https://learn.oserp.in/atlas/screens/accounting-trial-balance","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/accounting-trial-balance.md","markdown":"---\ntitle: \"Trial Balance\"\ndescription: \"Screen location, visible controls, and extracted input facts for Trial Balance in OSERP.\"\n---\n# Trial Balance\n\n**Application address:** `/accounting/trial-balance` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Trial Balance**, or open `/accounting/trial-balance` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Refresh\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Trial Balance — live closing balances per ledger.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Branches","url":"https://learn.oserp.in/atlas/screens/admin-branches","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-branches.md","markdown":"---\ntitle: \"Branches\"\ndescription: \"Screen location, visible controls, and extracted input facts for Branches in OSERP.\"\n---\n# Branches\n\n**Application address:** `/admin/branches` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Branches**, or open `/admin/branches` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code * {#screen-code-fbed0b0f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | BR-KOCHI |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### City {#screen-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | city |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (EN) * {#screen-name-a5cfd0d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (AR) {#screen-name-ar-7ef9b363}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nameAr |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address {#screen-address-56ef8f20}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | address |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address line 2 {#screen-address-line2-350b2b85}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine2 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### State {#screen-state-a3b50c47}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | state |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### PIN / Postal code {#screen-postal-code-66708774}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | postalCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country {#screen-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | tel |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Default warehouse (POS sells from) {#screen-default-warehouse-id-f0077062}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultWarehouseId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — none —. Choices loaded from records or configuration are not enumerated here.\n\n### Active {#screen-is-active-92340695}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isActive |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- New branch\n- No warehouses yet — click to assign one\n- Remove from branch\n- Edit\n- Deactivate\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Pick one, then choose a branch. A depot with no shopfront can stay here.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Company Profile","url":"https://learn.oserp.in/atlas/screens/admin-company-profile","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-company-profile.md","markdown":"---\ntitle: \"Company Profile\"\ndescription: \"Screen location, visible controls, and extracted input facts for Company Profile in OSERP.\"\n---\n# Company Profile\n\n**Application address:** `/admin/company-profile` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Company Profile**, or open `/admin/company-profile` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `companies:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Company Name {#screen-name-b4836224}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Legal / Registered Name {#screen-legal-name-b881fef5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | legalName |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Registration No. {#screen-reg-number-841704a5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | regNumber |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Business Type {#screen-business-type-0bf8d33f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | businessType |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Industry {#screen-industry-b44484a0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | industry |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Base Currency {#screen-base-currency-d7c7a6ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | baseCurrency |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Financial Year {#screen-financial-year-12f91987}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | financialYear |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Country {#screen-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### State / Province {#screen-state-cd572c7d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | state |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### GST State Code (Place of Supply) {#screen-state-code-46a43c1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stateCode |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — select GST state —. Choices loaded from records or configuration are not enumerated here.\n\n### City {#screen-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | city |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Postal / ZIP Code {#screen-postal-code-ac3506fe}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | postalCode |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address Line 1 {#screen-address-line1-19f2c611}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine1 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address Line 2 {#screen-address-line2-5a494c74}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine2 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Website {#screen-website-b5a229ac}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | website |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Regime {#screen-tax-regime-aae8f551}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxRegime |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax / GST Registration Number {#screen-tax-number-ef755fdf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxNumber |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Registered {#screen-is-tax-registered-43228575}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isTaxRegistered |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Upload Logo {#screen-upload-logo-5a5185d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | upload-logo |\n| Location | Screen / contextual panel |\n| Input control | file |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Logo Position {#screen-print-header-layout-99185677}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printHeaderLayout |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Logo Left (default) · Logo Center · Logo Right · Text Only (no logo). Choices loaded from records or configuration are not enumerated here.\n\n### Print Name {#screen-print-name-2c332ef9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printName |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Print Address {#screen-print-address-f9ca84f4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printAddress |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Label (e.g. GST No.) {#screen-print-tax-label-5ad2b8ed}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printTaxLabel |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax / GST Number {#screen-print-tax-number-08f2909c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printTaxNumber |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Registration Label (e.g. IEC) {#screen-print-reg-label-c48e85e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printRegLabel |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Registration Number {#screen-print-reg-number-7d167fa2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printRegNumber |\n| Location | Screen / contextual panel |\n| Input control | F |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Extra Print Line {#screen-print-extra-line-8cb40e9d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printExtraLine |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Footer Text {#screen-print-footer-text-203e0b30}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printFooterText |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Thank you for your business. All disputes subject to local jurisdiction. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Footer Note (smaller, secondary line) {#screen-print-footer-note-ea6a5160}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printFooterNote |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. This is a computer-generated document. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show Page Numbers {#screen-print-show-page-no-38a7d8a5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printShowPageNo |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Label (e.g. ISO 9001) {#screen-label-e-g-iso-9001-226fc9f1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label-e-g-iso-9001 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 40 |\n| Placeholder | Label (e.g. ISO 9001) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### + Add Badge {#screen-add-badge-8a49c430}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | add-badge |\n| Location | Screen / contextual panel |\n| Input control | file |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Save Changes\n- Remove\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Currencies & Exchange Rates","url":"https://learn.oserp.in/atlas/screens/admin-currencies","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-currencies.md","markdown":"---\ntitle: \"Currencies & Exchange Rates\"\ndescription: \"Screen location, visible controls, and extracted input facts for Currencies & Exchange Rates in OSERP.\"\n---\n# Currencies & Exchange Rates\n\n**Application address:** `/admin/currencies` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Currencies & Exchange Rates**, or open `/admin/currencies` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `accounting:manage` or `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Rate date {#screen-rate-date-c21131c5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | rate-date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### 0.0000 {#screen-0-0000-297d62f3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | 0-0000 |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ‹\n- Today\n- ›\n- Fill from last rates\n- Save rates\n- History\n- Close\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Set per company in Company Profile\n- Rates carry forward — the latest rate on or before a document’s date is used, so weekends and holidays need no entry.\n- Ctrl+S: Save  ·  Enter: next field  ·  F1: Help\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Foreign Currency Revaluation","url":"https://learn.oserp.in/atlas/screens/admin-fx-revaluation","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-fx-revaluation.md","markdown":"---\ntitle: \"Foreign Currency Revaluation\"\ndescription: \"Screen location, visible controls, and extracted input facts for Foreign Currency Revaluation in OSERP.\"\n---\n# Foreign Currency Revaluation\n\n**Application address:** `/admin/fx-revaluation` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Foreign Currency Revaluation**, or open `/admin/fx-revaluation` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `vouchers:post` or `accounting:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Revalue as at {#screen-revalue-as-at-4c236987}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | revalue-as-at |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Gain account {#screen-gain-account-cae98253}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gain-account |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Select…. Choices loaded from records or configuration are not enumerated here.\n\n### Loss account {#screen-loss-account-c361daf9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | loss-account |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Select…. Choices loaded from records or configuration are not enumerated here.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Today\n- Refresh\n- Post revaluation\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Initialisation & General Settings","url":"https://learn.oserp.in/atlas/screens/admin-general-settings","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-general-settings.md","markdown":"---\ntitle: \"Initialisation & General Settings\"\ndescription: \"Screen location, visible controls, and extracted input facts for Initialisation & General Settings in OSERP.\"\n---\n# Initialisation & General Settings\n\n**Application address:** `/admin/general-settings` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Initialisation & General Settings**, or open `/admin/general-settings` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage` or `companies:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Fiscal Year Start Month {#screen-fiscal-year-start-08528434}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | fiscalYearStart |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Current Financial Year {#screen-financial-year-0b6fdba4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | financialYear |\n| Location | Screen / contextual panel |\n| Input control | Ro |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Chart of Accounts Preset {#screen-coa-preset-a1d51691}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | coaPreset |\n| Location | Screen / contextual panel |\n| Input control | Ro |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Base Currency {#screen-base-currency-d7c7a6ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | baseCurrency |\n| Location | Screen / contextual panel |\n| Input control | Ro |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount Decimal Places {#screen-amount-decimals-106de606}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amountDecimals |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: decimal. Choices loaded from records or configuration are not enumerated here.\n\n### Enable Multi-Currency {#screen-enable-multi-currency-922fa28a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableMultiCurrency |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Allow transactions in foreign currencies with exchange rate tracking. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Cost Centres {#screen-enable-cost-centre-cad3d1f1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableCostCentre |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Allocate income and expenses to departments or divisions. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Projects {#screen-enable-projects-c3626345}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableProjects |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track profitability and expenses by project. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Budget Control {#screen-enable-budget-6ccff1e4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableBudget |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Define budgets per ledger or cost centre and enforce limits. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Round Totals To {#screen-rounding-nearest-c513313c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingNearest |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | No rounding |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Direction {#screen-rounding-mode-9c8a9579}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingMode |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Example {#screen-rounding-nearest-d029f87e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingNearest |\n| Location | Screen / contextual panel |\n| Input control | Ro |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Round Sales Documents {#screen-rounding-on-sales-020e90d3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingOnSales |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Invoices and credit notes are rounded to the increment above. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Round Purchase Documents {#screen-rounding-on-purchase-6b91a709}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingOnPurchase |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Supplier invoices and returns are rounded the same way. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Selling Prices Include Tax {#screen-prices-include-tax-8677e07f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pricesIncludeTax |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Round Cash Payments To {#screen-cash-rounding-nearest-a45d4f4a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | cashRoundingNearest |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | No cash rounding |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Direction {#screen-cash-rounding-mode-9c8a9579}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | cashRoundingMode |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Example {#screen-cash-rounding-nearest-d029f87e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | cashRoundingNearest |\n| Location | Screen / contextual panel |\n| Input control | Ro |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Rounded Off account {#screen-rounded-off-account-45b19ecb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | rounded-off-account |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Choose an account…. Choices loaded from records or configuration are not enumerated here.\n\n### Enable Approval Workflow {#screen-enable-approval-7545f4cf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableApproval |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Require manager approval before vouchers are posted. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Inventory {#screen-enable-inventory-e44d1e0d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableInventory |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Activate stock management, stock vouchers, and inventory reports. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Stock Valuation Method {#screen-costing-method-82e2085d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | costingMethod |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Allow Negative Stock {#screen-allow-negative-stock-0f2cc5e8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowNegativeStock |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Allow stock levels to go below zero (not recommended for strict inventory control). |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Multi-Warehouse {#screen-enable-warehouse-21d52e39}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableWarehouse |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track stock across multiple warehouses and locations. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Bin / Rack Locations {#screen-enable-bin-8ef94f3d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableBin |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track items at bin or rack level within warehouses. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Batch / Lot Tracking {#screen-enable-batch-e6f0b8dd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableBatch |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Assign batch or lot numbers to items for traceability. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Serial Number Tracking {#screen-enable-serial-no-3cc763b5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enableSerialNo |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track individual units by serial number. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Payroll {#screen-enable-payroll-2c397dc5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enablePayroll |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Activate salary processing, payslips, and payroll reports. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Payroll Cycle {#screen-payroll-cycle-af100d41}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | payrollCycle |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Enable Point of Sale {#screen-enable-pos-3e36debb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | enablePOS |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Activate POS sessions, cash registers, and POS reports. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Lock the screen when idle {#screen-idle-lock-enabled-fe9b2795}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | idleLockEnabled |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | After a period with no keyboard or mouse activity the screen locks. The session and any open work are kept — the user re-enters their password to carry on. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Lock after {#screen-idle-lock-minutes-db7d1819}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | idleLockMinutes |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Warn before locking {#screen-idle-warn-seconds-f357abf4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | idleWarnSeconds |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Password {#screen-password-e7cf3ef4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | password |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Save Changes\n- Set it up\n- I'm still here\n- Lock now\n- Sign out instead\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Move the mouse or press any key to stay.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Imports","url":"https://learn.oserp.in/atlas/screens/admin-imports","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-imports.md","markdown":"---\ntitle: \"Imports\"\ndescription: \"Screen location, visible controls, and extracted input facts for Imports in OSERP.\"\n---\n# Imports\n\n**Application address:** `/admin/imports` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Imports**, or open `/admin/imports` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:update` or `bp:update` or `accounting:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ⤓ Download template\n- Import another\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Membership Cards","url":"https://learn.oserp.in/atlas/screens/admin-loyalty-cards","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-loyalty-cards.md","markdown":"---\ntitle: \"Membership Cards\"\ndescription: \"Screen location, visible controls, and extracted input facts for Membership Cards in OSERP.\"\n---\n# Membership Cards\n\n**Application address:** `/admin/loyalty-cards` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Membership Cards**, or open `/admin/loyalty-cards` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Up to 50,000 in one run. {#screen-up-to-50-000-in-one-run-23a56a16}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | up-to-50-000-in-one-run |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Maximum | 50000 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Prefix {#screen-prefix-74feac5e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | prefix |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 10 |\n| Placeholder | LTY |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Separator {#screen-separator-be237eda}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | separator |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: none. Choices loaded from records or configuration are not enumerated here.\n\n### Digits {#screen-digits-9cd500d3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | digits |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Maximum | 12 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name this run {#screen-name-this-run-6fa42975}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name-this-run |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | BATCH-2026-01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note (optional) {#screen-note-optional-f9b73e1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-optional |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- File existing numbers\n- Generate a run\n- Download for printer\n- Void run\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Numbers come from your loyalty series and carry a check digit, so a mistyped one is refused before it reaches a customer record.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Loyalty","url":"https://learn.oserp.in/atlas/screens/admin-loyalty-report","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-loyalty-report.md","markdown":"---\ntitle: \"Loyalty\"\ndescription: \"Screen location, visible controls, and extracted input facts for Loyalty in OSERP.\"\n---\n# Loyalty\n\n**Application address:** `/admin/loyalty-report` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Loyalty**, or open `/admin/loyalty-report` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Refresh\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Generate a run of cards, then hand them out at the till or from the customer master. This page fills in as they are used.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Notifications","url":"https://learn.oserp.in/atlas/screens/admin-notifications","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-notifications.md","markdown":"---\ntitle: \"Notifications\"\ndescription: \"Screen location, visible controls, and extracted input facts for Notifications in OSERP.\"\n---\n# Notifications\n\n**Application address:** `/admin/notifications` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Notifications**, or open `/admin/notifications` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Document type {#screen-document-type-5b81f70d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-type |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Only events with a rule {#screen-only-events-with-a-rule-91246191}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | only-events-with-a-rule |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### On {#screen-on-13001175}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | on |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Where to send it {#screen-where-to-send-it-d4350996}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | where-to-send-it |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Where to send it |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Value {#screen-value-8e37953d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | value |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Value |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Subject {#screen-subject-68971283}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | subject |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Message {#screen-message-2f77668a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | message |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Template name or ID {#screen-template-name-or-id-b9081797}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | template-name-or-id |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. order_shipped |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Approved in {#screen-approved-in-f2f3c342}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | approved-in |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | en |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### &#123;&#123;partyName&#125;&#125; {#screen-party-name-195ee3b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | party-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | &#123;&#123;partyName&#125;&#125; |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Remove rule\n- + Another wording\n- Close\n- Always send\n- Save\n- + Add a variable\n- &#123;&#123;#lines&#125;&#125;…&#123;&#123;/lines&#125;&#125;\n- &#123;&#123;#if …&#125;&#125;…&#123;&#123;/if&#125;&#125;\n- Refresh\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- This rule uses a combined condition that this simple editor cannot show. Saving here replaces it with the single test below.\n- GL Mapping Engine · configure auto-JE per stage\n- Which document stages create a journal entry, in which book, from which template.\n- No stage posting rules. Click Seed Defaults or + Configure Stage.\n- Which ledger account each role resolves to. Lower priority wins; keep an unconditional fallback.\n- Ranked from your chart of accounts (name + group nature). Click Use to create the mapping rule.\n- The engine’s vocabulary. A template names a role; a mapping rule points it at a real account.\n- No account roles. Click Seed Defaults.\n- The journal recipe: which roles are debited and credited, and on what amount.\n- No posting templates. Click Seed Defaults or + New Template.\n- Parallel ledgers — one document posts a balanced JE per active book (e.g. IFRS + local GAAP + tax).\n- No accounting books. Click Seed Defaults (creates the leading book) or + Add Book.\n- BLOCK stops a posting; WARN shows a caution in the confirmation popup. Evaluated against the document before its journal entry.\n- No validations. Click + New Validation.\n- Open periods accept postings; Closed/Locked periods reject them. Posting into a closed or locked period is blocked across the whole system.\n- No periods. Generate a fiscal year to begin.\n- Analytic dimensions tag journal lines so reports can be sliced by cost centre, profit centre, segment, or project.\n- Spread revenue straight-line across periods. Running recognition posts Dr Deferred Revenue · Cr Revenue for every period now due.\n- Replays your recent documents through the engine. Tick “candidate rule” to preview the impact of a mapping change before you save it.\n- Run What-If to replay recent documents.\n- A versioned, restorable history of your entire GL configuration. Restore rolls back roles, templates, stage matrix, rules and books (a safety snapshot is taken first).\n- Feed the engine amounts and see the journal it would produce — without touching a document.\n- Nothing has been sent yet.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Numbering","url":"https://learn.oserp.in/atlas/screens/admin-numbering","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-numbering.md","markdown":"---\ntitle: \"Numbering\"\ndescription: \"Screen location, visible controls, and extracted input facts for Numbering in OSERP.\"\n---\n# Numbering\n\n**Application address:** `/admin/numbering` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Numbering**, or open `/admin/numbering` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Category {#screen-category-292c06f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | category |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | ZOMATO |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Zomato orders |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Prefix {#screen-prefix-74feac5e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | prefix |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Digits {#screen-digits-9cd500d3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | digits |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 12 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Separator {#screen-separator-be237eda}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | separator |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: (none). Choices loaded from records or configuration are not enumerated here.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Remove\n- New series\n- Cancel\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"POS Settings","url":"https://learn.oserp.in/atlas/screens/admin-pos-settings","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-pos-settings.md","markdown":"---\ntitle: \"POS Settings\"\ndescription: \"Screen location, visible controls, and extracted input facts for POS Settings in OSERP.\"\n---\n# POS Settings\n\n**Application address:** `/admin/pos-settings` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **POS Settings**, or open `/admin/pos-settings` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Allow discounts on a line {#screen-allow-line-discount-48c67d16}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowLineDiscount |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### % {#screen-max-line-discount-pct-bbf3f11c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | maxLineDiscountPct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Ask for a reason {#screen-discount-reason-above-pct-5c5d7d64}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | discountReasonAbovePct |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Never · On any discount · Only above. Choices loaded from records or configuration are not enumerated here.\n\n### Allow typing a different price {#screen-allow-price-override-195ef01c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowPriceOverride |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### % {#screen-max-price-override-pct-bbf3f11c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | maxPriceOverridePct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Need a customer on every sale {#screen-require-customer-4346080a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireCustomer |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Need a phone number for that customer {#screen-require-customer-phone-57941dae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireCustomerPhone |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Need a customer above {#screen-require-customer-above-amount-7d23a007}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireCustomerAboveAmount |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Never · Over. Choices loaded from records or configuration are not enumerated here.\n\n### Take returns at the till {#screen-allow-returns-6594c6e5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowReturns |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Return window {#screen-return-window-days-594935e8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | returnWindowDays |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: No time limit · Day of sale only · Within. Choices loaded from records or configuration are not enumerated here.\n\n### Need a reason on every return {#screen-require-return-reason-8a014b9c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireReturnReason |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Allow refunding by a method the sale never used {#screen-allow-refund-to-other-method-568aa242}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowRefundToOtherMethod |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Run a loyalty programme {#screen-run-a-loyalty-programme-c9384160}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | run-a-loyalty-programme |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What customers see it called {#screen-what-customers-see-it-called-b0097338}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-customers-see-it-called |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Points earned per unit spent {#screen-points-earned-per-unit-spent-32cfcc8a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | points-earned-per-unit-spent |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### What one point takes off a bill {#screen-what-one-point-takes-off-a-bill-6da185f2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-one-point-takes-off-a-bill |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Earn on {#screen-earn-on-39e651e4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | earn-on |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: The amount before tax · The whole bill including tax. Choices loaded from records or configuration are not enumerated here.\n\n### Points needed before any can be spent {#screen-points-needed-before-any-can-be-spent-0af0943d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | points-needed-before-any-can-be-spent |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Most of a bill points may cover {#screen-most-of-a-bill-points-may-cover-789daae0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | most-of-a-bill-points-may-cover |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: The whole bill · Up to. Choices loaded from records or configuration are not enumerated here.\n\n### Points lapse after {#screen-points-lapse-after-2b1cd4aa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | points-lapse-after |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Never · Up to. Choices loaded from records or configuration are not enumerated here.\n\n### Rounding {#screen-rounding-3cd2f471}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | rounding |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Down (never over-award) · Nearest · Up. Choices loaded from records or configuration are not enumerated here.\n\n### Allow selling on credit {#screen-allow-credit-sales-68a5ea26}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowCreditSales |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Need an opening float when opening the register {#screen-require-opening-float-dd60e349}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireOpeningFloat |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Blind close {#screen-blind-close-94c6aab6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | blindClose |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show the tax breakdown on the receipt {#screen-show-tax-breakup-dddce4e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | showTaxBreakup |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Receipt footer {#screen-receipt-footer-3e94a271}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | receiptFooter |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Thank you! Please visit again. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Send a digital receipt {#screen-digital-receipt-01321221}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | digitalReceipt |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Print a slip at the counter {#screen-print-receipt-34779fc3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printReceipt |\n| Location | Screen / contextual panel |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Allow typing a different price\n- Charge something other than the item’s own price. Off for most shops.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Roles & Permissions","url":"https://learn.oserp.in/atlas/screens/admin-roles","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-roles.md","markdown":"---\ntitle: \"Roles & Permissions\"\ndescription: \"Screen location, visible controls, and extracted input facts for Roles & Permissions in OSERP.\"\n---\n# Roles & Permissions\n\n**Application address:** `/admin/roles` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Roles & Permissions**, or open `/admin/roles` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `roles:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Find a role… {#screen-find-a-role-8543f8d6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-role |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a role… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Role Name {#screen-role-name-1c05faf0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | role-name |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Role Code (e.g. MANAGER) {#screen-role-code-e-g-manager-c9383efd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | role-code-e-g-manager |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. SITE_MANAGER |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Description (optional) {#screen-description-optional-f6cbe2f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Find a permission… {#screen-find-a-permission-269d17cc}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-permission |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a permission… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- New Role\n- Permission Matrix\n- Edit\n- Duplicate\n- Reset to default\n- Delete\n- Cancel\n- Save Role\n- Close\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- A built-in role. You can change its name and permissions; its code stays, and it can be reset to its default at any time.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"User Master","url":"https://learn.oserp.in/atlas/screens/admin-users","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/admin-users.md","markdown":"---\ntitle: \"User Master\"\ndescription: \"Screen location, visible controls, and extracted input facts for User Master in OSERP.\"\n---\n# User Master\n\n**Application address:** `/admin/users` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **User Master**, or open `/admin/users` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `users:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search by name or email… {#screen-search-by-name-or-email-a949ce5b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-name-or-email |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by name or email… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email Address {#screen-email-09bf25ef}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Display Name {#screen-display-name-18d67c99}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | displayName |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone (optional) {#screen-phone-35878f0b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | tel |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Initial Role (optional) {#screen-role-id-b02cc850}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roleId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — No role —. Choices loaded from records or configuration are not enumerated here.\n\n### Find a role… {#screen-find-a-role-8543f8d6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-a-role |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find a role… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Applies to {#screen-applies-to-6687458b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | applies-to |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All companies. Choices loaded from records or configuration are not enumerated here.\n\n### Expires {#screen-expires-f6725f3a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | expires |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | no expiry |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Copy link {#screen-copy-link-dbf362d4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | copy-link |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Invite User\n- Edit\n- Roles\n- Places\n- Resend invite\n- Send reset link\n- ‹ Prev\n- Next ›\n- Cancel\n- Send Invitation\n- Save Changes\n- Remove\n- + another company\n- Send link\n- Close\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"AI Assistant","url":"https://learn.oserp.in/atlas/screens/ai","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ai.md","markdown":"---\ntitle: \"AI Assistant\"\ndescription: \"Screen location, visible controls, and extracted input facts for AI Assistant in OSERP.\"\n---\n# AI Assistant\n\n**Application address:** `/ai` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **AI Assistant**, or open `/ai` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Provider {#screen-provider-472590ae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | provider |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Model {#screen-model-5e2c614c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | model |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. openrouter/auto |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Monthly limit {#screen-monthly-limit-c52f5758}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | monthly-limit |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Ask the AI {#screen-ask-the-ai-aca032c9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ask-the-ai |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Send\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Partners","url":"https://learn.oserp.in/atlas/screens/business-partners-partners","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/business-partners-partners.md","markdown":"---\ntitle: \"Partners\"\ndescription: \"Screen location, visible controls, and extracted input facts for Partners in OSERP.\"\n---\n# Partners\n\n**Application address:** `/business-partners/partners` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Partners**, or open `/business-partners/partners` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `bp:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Type {#general-bp-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bpType |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Individual · Organization. Choices loaded from records or configuration are not enumerated here.\n\n### Entity Type {#general-entity-type-id-89fe7b3f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | entityTypeId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · + Add New Entity Type. Choices loaded from records or configuration are not enumerated here.\n\n### Display Name * {#general-display-name-2d0692f2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | displayName |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Short Name {#general-short-name-8b4bbcfa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | shortName |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Legal Name {#general-legal-name-36765542}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | legalName |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Legal Name (Arabic) {#general-legal-name-ar-94f508b1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | legalNameAr |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Group {#general-group-id-34ca0e76}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | groupId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · + Add New Group. Choices loaded from records or configuration are not enumerated here.\n\n### Store / Branch {#general-branch-id-6332523a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | branchId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### Salesperson {#general-sales-person-id-2d30600a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salesPersonId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### Category {#general-category-id-292c06f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | categoryId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · + Add New Category. Choices loaded from records or configuration are not enumerated here.\n\n### Status {#general-status-920e413c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | status |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Active · Inactive · Prospect · Blocked. Choices loaded from records or configuration are not enumerated here.\n\n### First Name {#general-first-name-96ce6e61}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | firstName |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Last Name {#general-last-name-f55563b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | lastName |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### First Name (Arabic) {#general-first-name-ar-9e660ead}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | firstNameAr |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Last Name (Arabic) {#general-last-name-ar-a8f78138}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | lastNameAr |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Gender {#general-gender-a04630ef}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gender |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · Male · Female · Other · Prefer not to say. Choices loaded from records or configuration are not enumerated here.\n\n### Date of Birth {#general-date-of-birth-fdc739f5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dateOfBirth |\n| Location | General |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Nationality {#general-nationality-8fb1b6a1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nationality |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Passport No {#general-passport-no-674acbf0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | passportNo |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### National ID {#general-national-id-ede5be2e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nationalId |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Occupation {#general-occupation-3c769560}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | occupation |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Registration No {#general-registration-no-e6107416}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | registrationNo |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Registration Date {#general-registration-date-2ed94370}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | registrationDate |\n| Location | General |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Incorporation Country {#general-incorporation-country-f83ff31f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | incorporationCountry |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Legal Form {#general-legal-form-892d8515}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | legalForm |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### Website {#general-website-b5a229ac}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | website |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### No. of Employees {#general-no-of-employees-21a17d38}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | noOfEmployees |\n| Location | General |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Primary Phone {#general-primary-phone-9756c602}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | primaryPhone |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Primary Email {#general-primary-email-28d985cd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | primaryEmail |\n| Location | General |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### WhatsApp {#general-whatsapp-6a40edf1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | whatsapp |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Fax {#general-fax-00d84ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | fax |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Preferred Language {#general-preferred-language-864313e9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | preferredLanguage |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: English · Arabic / العربية. Choices loaded from records or configuration are not enumerated here.\n\n### Preferred Currency {#general-preferred-currency-3093173b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | preferredCurrency |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Salesman (account owner) {#general-default-sales-person-id-60b9c34a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultSalesPersonId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Buyer (procurement owner) {#general-default-buyer-id-31a32e04}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultBuyerId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Country {#general-default-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultCountry |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### GST State (Place of Supply) {#general-default-state-code-55a8177f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultStateCode |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — select GST state —. Choices loaded from records or configuration are not enumerated here.\n\n### GSTIN {#general-gstin-184b2087}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gstin |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 29ABCDE1234F1Z5 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### City {#general-default-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultCity |\n| Location | General |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Role {#roles-role-14736a2e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | role |\n| Location | Roles |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select Role — · + Add New Role. Choices loaded from records or configuration are not enumerated here.\n\n### Company {#roles-company-de4743c8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | company |\n| Location | Roles |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Which company in the group this partner trades with under this role. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type {#addresses-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type |\n| Location | Addresses |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select — · + Add New Address Type. Choices loaded from records or configuration are not enumerated here.\n\n### Label {#addresses-label-0e66373f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label |\n| Location | Addresses |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Head Office |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address Line 1 {#addresses-address-line-1-19f2c611}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | address-line-1 |\n| Location | Addresses |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### City {#addresses-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | city |\n| Location | Addresses |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country Code {#addresses-country-code-8cd353ff}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country-code |\n| Location | Addresses |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 2 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Primary {#addresses-primary-efe10c80}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | primary |\n| Location | Addresses |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Billing {#addresses-billing-3ac8bbca}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | billing |\n| Location | Addresses |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Shipping {#addresses-shipping-ad575143}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | shipping |\n| Location | Addresses |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type {#contacts-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type |\n| Location | Contacts |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select — · + Add New Contact Type. Choices loaded from records or configuration are not enumerated here.\n\n### First Name * {#contacts-first-name-7ca57be5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | first-name |\n| Location | Contacts |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Last Name {#contacts-last-name-f55563b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | last-name |\n| Location | Contacts |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Designation {#contacts-designation-c17f1963}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | designation |\n| Location | Contacts |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Mobile {#contacts-mobile-cbaad3cf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mobile |\n| Location | Contacts |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#contacts-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Contacts |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account Type {#banking-account-type-dce81c5b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | account-type |\n| Location | Banking |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select — · + Add New Account Type. Choices loaded from records or configuration are not enumerated here.\n\n### Bank Name * {#banking-bank-name-a843c5fe}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bank-name |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account Holder * {#banking-account-holder-5200462c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | account-holder |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account No * {#banking-account-no-a677389b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | account-no |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### IBAN {#banking-iban-7e345c3b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | iban |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### SWIFT Code {#banking-swift-code-71163fa7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | swift-code |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Currency {#banking-currency-3ac1a9ec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currency |\n| Location | Banking |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 3 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax ID Type {#taxids-tax-id-type-6a36d8c6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tax-id-type |\n| Location | Taxids |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select — · + Add New Tax ID Type. Choices loaded from records or configuration are not enumerated here.\n\n### Tax ID Number * {#taxids-tax-id-number-d233e55c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tax-id-number |\n| Location | Taxids |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Expiry Date {#taxids-expiry-date-d600e62a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | expiry-date |\n| Location | Taxids |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Document name {#documents-document-name-380b3582}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-name |\n| Location | Documents |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Document name |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Credit limit {#credit-credit-limit-914a45ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | credit-limit |\n| Location | Credit |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Credit days {#credit-credit-days-c2d1144d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | credit-days |\n| Location | Credit |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Rating {#credit-rating-9f295304}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | rating |\n| Location | Credit |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Blocked {#credit-blocked-18f2a094}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | blocked |\n| Location | Credit |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Roles {#credit-roles-c2533705}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roles |\n| Location | Credit |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: CUSTOMER · SUPPLIER. Choices loaded from records or configuration are not enumerated here.\n\n### Overdue limit {#credit-overdue-limit-2fdc4236}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | overdue-limit |\n| Location | Credit |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name * {#screen-name-862fead0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Arabic Name {#screen-name-ar-e2821a14}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nameAr |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Applies To {#screen-bp-type-5e306a7e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bpType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Any BP · Organization · Individual. Choices loaded from records or configuration are not enumerated here.\n\n### Module {#screen-module-f148224a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | module |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Group Type {#screen-group-type-cd256616}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | groupType |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country Code {#screen-country-code-8cd353ff}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | countryCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 3 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### From Label {#screen-from-label-b70420ad}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | fromLabel |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To Label {#screen-to-label-befb8ee2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | toLabel |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search name, code, email, phone… {#screen-search-name-code-email-phone-b75a811f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-email-phone |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, email, phone… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ✏ Edit\n- + Add Role\n- Save\n- Cancel\n- ✕\n- + Add Address\n- + Add Contact\n- + Add Bank Account\n- + Add Tax ID\n- + New Business Partner\n- Reference Lists\n- Open\n- ‹ Prev\n- Next ›\n- Report lost\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Which company in the group this partner trades with under this role.\n- Assigning a number moves this customer into the loyalty group.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Sales People & Buyers","url":"https://learn.oserp.in/atlas/screens/business-partners-sales-people","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/business-partners-sales-people.md","markdown":"---\ntitle: \"Sales People & Buyers\"\ndescription: \"Screen location, visible controls, and extracted input facts for Sales People & Buyers in OSERP.\"\n---\n# Sales People & Buyers\n\n**Application address:** `/business-partners/sales-people` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Sales People & Buyers**, or open `/business-partners/sales-people` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | SP-01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Role {#screen-role-14736a2e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | role |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Commission % {#screen-commission-pct-9e3a07b5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | commissionPct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Territory {#screen-territory-d788d3cf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | territory |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No sales people yet — add the first one above.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"My Cockpit","url":"https://learn.oserp.in/atlas/screens/dashboard","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/dashboard.md","markdown":"---\ntitle: \"My Cockpit\"\ndescription: \"Screen location, visible controls, and extracted input facts for My Cockpit in OSERP.\"\n---\n# My Cockpit\n\n**Application address:** `/dashboard` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **My Cockpit**, or open `/dashboard` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Dashboard name {#screen-dashboard-name-df31dcc7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dashboard-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Dashboard name |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Available fields {#screen-available-fields-86856b22}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | available-fields |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Query {#screen-query-b80a3756}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | query |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tile title {#screen-tile-title-e4db0e0c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tile-title |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show as {#screen-show-as-e6565cb8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | show-as |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search reports… {#screen-search-reports-abccb0a6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-reports |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search reports… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- + New dashboard\n- Refresh\n- Standard reports\n- + Custom tile\n- Query builder\n- Delete\n- Create\n- Cancel\n- Create your first dashboard\n- Close\n- Edit tile\n- Remove tile\n- Discard\n- Add to dashboard\n- Start again\n- Save as tile\n- All\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No tiles yet. Click \"Add tile\" to chart something.\n- Drag a tile to move it · drag its corner to resize · Esc leaves edit mode\n- Built from the registry. Values are bound parameters, and the tenant filter is added by the server — it is not in the query you write.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Blog","url":"https://learn.oserp.in/atlas/screens/ecommerce-blog","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-blog.md","markdown":"---\ntitle: \"Blog\"\ndescription: \"Screen location, visible controls, and extracted input facts for Blog in OSERP.\"\n---\n# Blog\n\n**Application address:** `/ecommerce/blog` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Blog**, or open `/ecommerce/blog` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Store {#screen-store-ee7da936}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | store |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Choose a store. Choices loaded from records or configuration are not enumerated here.\n\n### Search by title or address {#screen-search-by-title-or-address-d30d0ac5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-title-or-address |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title {#screen-title-7e8cd205}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Web address {#screen-handle-45099c55}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | handle |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | lowercase-words-with-hyphens |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Author {#screen-author-name-d95082a2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | authorName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Cover image {#screen-cover-image-url-b62cee93}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | coverImageUrl |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tags (comma separated) {#screen-tags-35b1f0be}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tags |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Summary {#screen-excerpt-8e76a94a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | excerpt |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Body (Markdown) {#screen-body-de4e3247}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | body |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Published {#screen-is-published-2ef42ec2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isPublished |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Publish date {#screen-published-at-cfe3c5ad}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | publishedAt |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- New post\n- Cancel\n- Edit\n- Delete\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- lowercase-words-with-hyphens\n- Leave blank to go live now. A future date schedules it.\n- Markdown, never HTML — a mobile app draws the same text with its own components, and markup would make the post web-only.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Shop Carts","url":"https://learn.oserp.in/atlas/screens/ecommerce-carts","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-carts.md","markdown":"---\ntitle: \"Shop Carts\"\ndescription: \"Screen location, visible controls, and extracted input facts for Shop Carts in OSERP.\"\n---\n# Shop Carts\n\n**Application address:** `/ecommerce/carts` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Shop Carts**, or open `/ecommerce/carts` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Open carts only {#screen-open-carts-only-ded54a15}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | open-carts-only |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Value is re-resolved from current prices, not stored — a cart can never quote a stale price.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Online Categories","url":"https://learn.oserp.in/atlas/screens/ecommerce-categories","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-categories.md","markdown":"---\ntitle: \"Online Categories\"\ndescription: \"Screen location, visible controls, and extracted input facts for Online Categories in OSERP.\"\n---\n# Online Categories\n\n**Application address:** `/ecommerce/categories` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Online Categories**, or open `/ecommerce/categories` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search categories… {#screen-search-categories-46c99f9f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-categories |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search categories… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Same as ERP name {#screen-same-as-erp-name-0b640d2d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | same-as-erp-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Same as ERP name |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Always show\n- Automatic\n- Never show\n- Clear selection\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No products yet, so shoppers do not see it\n- No item categories yet. Create them under Inventory → Item Categories.\n- Automatic is the default: the category appears while it — or anything under it — has a product a shopper can buy.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Checkout Settings","url":"https://learn.oserp.in/atlas/screens/ecommerce-checkout","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-checkout.md","markdown":"---\ntitle: \"Checkout Settings\"\ndescription: \"Screen location, visible controls, and extracted input facts for Checkout Settings in OSERP.\"\n---\n# Checkout Settings\n\n**Application address:** `/ecommerce/checkout` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Checkout Settings**, or open `/ecommerce/checkout` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Store {#screen-store-ee7da936}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | store |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### COD minimum order {#screen-cod-min-order-d9059627}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | codMinOrder |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### COD maximum order {#screen-cod-max-order-a4f49d9e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | codMaxOrder |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Collect GSTIN {#screen-collect-gstin-c2a80524}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | collectGstin |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Require GSTIN (B2B only) {#screen-require-gstin-8bec4f8d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requireGstin |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Listed prices include tax {#screen-prices-include-tax-2c1b9cd6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pricesIncludeTax |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Round the invoice total {#screen-round-off-total-e860343b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundOffTotal |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Let the shopper choose a salesperson {#screen-salesperson-enabled-fdbd1e1c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salespersonEnabled |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Require a salesperson {#screen-salesperson-required-bd4be6a9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salespersonRequired |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Minimum order value {#screen-min-order-value-fcacaed7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | minOrderValue |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Delivery charge {#screen-delivery-charge-7201ef86}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | deliveryCharge |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Free delivery above {#screen-free-delivery-above-a828f32f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | freeDeliveryAbove |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Terms &amp; conditions URL {#screen-terms-url-665ef1bf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | termsUrl |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | /pages/terms |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Shop Customers","url":"https://learn.oserp.in/atlas/screens/ecommerce-customers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-customers.md","markdown":"---\ntitle: \"Shop Customers\"\ndescription: \"Screen location, visible controls, and extracted input facts for Shop Customers in OSERP.\"\n---\n# Shop Customers\n\n**Application address:** `/ecommerce/customers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Shop Customers**, or open `/ecommerce/customers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search name or email… {#screen-search-name-or-email-7fcc3a31}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-or-email |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name or email… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Menus","url":"https://learn.oserp.in/atlas/screens/ecommerce-menus","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-menus.md","markdown":"---\ntitle: \"Menus\"\ndescription: \"Screen location, visible controls, and extracted input facts for Menus in OSERP.\"\n---\n# Menus\n\n**Application address:** `/ecommerce/menus` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Menus**, or open `/ecommerce/menus` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Store {#screen-store-ee7da936}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | store |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Choose a store. Choices loaded from records or configuration are not enumerated here.\n\n### Label {#screen-label-0e66373f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Destination {#screen-href-293d404a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | href |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Sits under {#screen-parent-id-437350fd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | parentId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: (top level). Choices loaded from records or configuration are not enumerated here.\n\n### Order {#screen-sort-order-6be09082}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sortOrder |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Footer column {#screen-group-name-c49d0613}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | groupName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Shown {#screen-is-active-6ba2a0e0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isActive |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Opens a new tab {#screen-is-external-7a3e23b7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isExternal |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Short description {#screen-description-796aecd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Badge {#screen-badge-002474e3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | badge |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Column {#screen-column-index-3fdc9a58}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | columnIndex |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Icon name {#screen-icon-name-a3362ff0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | iconName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Add a link\n- Add under\n- Edit\n- Remove\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No links yet. Add one and it appears in the shop straight away.\n- Leave these blank for an ordinary drop-down. A picture is what turns a list of links into a panel somebody can shop from.\n- A path on your shop such as /collections/dog-food, or a full web address.\n- shown as a 48px square in the menu\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Online Payments","url":"https://learn.oserp.in/atlas/screens/ecommerce-payments","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-payments.md","markdown":"---\ntitle: \"Online Payments\"\ndescription: \"Screen location, visible controls, and extracted input facts for Online Payments in OSERP.\"\n---\n# Online Payments\n\n**Application address:** `/ecommerce/payments` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Online Payments**, or open `/ecommerce/payments` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Online Products","url":"https://learn.oserp.in/atlas/screens/ecommerce-products","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-products.md","markdown":"---\ntitle: \"Online Products\"\ndescription: \"Screen location, visible controls, and extracted input facts for Online Products in OSERP.\"\n---\n# Online Products\n\n**Application address:** `/ecommerce/products` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Online Products**, or open `/ecommerce/products` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Published only {#screen-published-only-92ff73ae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | published-only |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code or web address… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Leave blank and one is generated from the product name when you publish. {#screen-leave-blank-and-one-is-generated-from-the-product-name-when-you-publish-66b60066}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | leave-blank-and-one-is-generated-from-the-product-name-when-you-publish |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Leave blank and one is generated from the product name when you publish. |\n| Interface explanation | Leave blank and one is generated from the product name when you publish. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Publish online\n- Remove from shop\n- Clear selection\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No items yet. Create them under Inventory → Item Master.\n- Leave blank and one is generated from the product name when you publish.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Returns & Cancellations","url":"https://learn.oserp.in/atlas/screens/ecommerce-returns","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-returns.md","markdown":"---\ntitle: \"Returns & Cancellations\"\ndescription: \"Screen location, visible controls, and extracted input facts for Returns & Cancellations in OSERP.\"\n---\n# Returns & Cancellations\n\n**Application address:** `/ecommerce/returns` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Returns & Cancellations**, or open `/ecommerce/returns` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Required when declining or holding — the customer reads this. {#screen-required-when-declining-or-holding-the-customer-reads-this-f168c59f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | required-when-declining-or-holding-the-customer-reads-this |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Required when declining or holding — the customer reads this. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Review\n- Close\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Required when declining or holding — the customer reads this.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Page Builder","url":"https://learn.oserp.in/atlas/screens/ecommerce-sections","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-sections.md","markdown":"---\ntitle: \"Page Builder\"\ndescription: \"Screen location, visible controls, and extracted input facts for Page Builder in OSERP.\"\n---\n# Page Builder\n\n**Application address:** `/ecommerce/sections` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Page Builder**, or open `/ecommerce/sections` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Store {#screen-store-ee7da936}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | store |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Choose a store. Choices loaded from records or configuration are not enumerated here.\n\n### Which section {#screen-which-section-d028297b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | which-section |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Add a section\n- Move up\n- Move down\n- Remove\n- Add\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No sections yet. The storefront shows its built-in layout until you add one.\n- This store is a website, so product and category sections are not offered.\n- Order here is the order on the page. A section that is hidden keeps its settings — it is not deleted.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Storefront","url":"https://learn.oserp.in/atlas/screens/ecommerce-storefront","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-storefront.md","markdown":"---\ntitle: \"Storefront\"\ndescription: \"Screen location, visible controls, and extracted input facts for Storefront in OSERP.\"\n---\n# Storefront\n\n**Application address:** `/ecommerce/storefront` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Storefront**, or open `/ecommerce/storefront` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Show the announcement bar {#screen-announcement-enabled-1aa1b62a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | announcementEnabled |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Announcement text {#screen-announcement-text-14448048}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | announcement-text |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show the search box {#screen-header-show-search-83e887b4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | headerShowSearch |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Use my own header links (instead of item categories) {#screen-header-use-custom-nav-d707829f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | headerUseCustomNav |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show the hero banner {#screen-hero-enabled-f9fe0c50}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | heroEnabled |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Heading {#screen-heading-b34f17f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | heading |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Sub-heading {#screen-sub-heading-186913bc}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sub-heading |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Button text {#screen-button-text-ec208ead}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | button-text |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Button link {#screen-button-link-168eeb40}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | button-link |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### /search {#screen-hero-cta-href-6fb5b778}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | heroCtaHref |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | /search |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tagline {#screen-tagline-fdab2c2f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tagline |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Extra note {#screen-extra-note-d8471239}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | extra-note |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Show footer link columns {#screen-footer-show-links-d1a8b056}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | footerShowLinks |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Buttons &amp; links {#screen-theme-primary-0a024414}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | themePrimary |\n| Location | Screen / contextual panel |\n| Input control | ColorField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Text on buttons {#screen-theme-primary-text-6caf2c85}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | themePrimaryText |\n| Location | Screen / contextual panel |\n| Input control | ColorField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Announcement bar {#screen-theme-accent-7b5e0e24}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | themeAccent |\n| Location | Screen / contextual panel |\n| Input control | ColorField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Page background {#screen-theme-background-54962022}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | themeBackground |\n| Location | Screen / contextual panel |\n| Input control | ColorField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Body text {#screen-theme-text-751f5ed0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | themeText |\n| Location | Screen / contextual panel |\n| Input control | ColorField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Corner rounding {#screen-corner-rounding-78726400}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | corner-rounding |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Label {#screen-label-0e66373f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Label |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Column (e.g. Help) {#screen-column-e-g-help-abf039bf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | column-e-g-help |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Column (e.g. Help) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title {#screen-title-7e8cd205}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Handle {#screen-handle-fa04ae3d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | handle |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Content {#screen-content-47bd2907}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | content |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Published (visible on the store) {#screen-published-visible-on-the-store-dc53750e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | published-visible-on-the-store |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Active {#screen-active-92340695}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | active |\n| Location | Screen / contextual panel |\n| Input control | Check |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Save\n- Download theme\n- Upload theme…\n- Apply this theme\n- Cancel\n- ✕\n- Add\n- Save page\n- Edit\n- New page\n- Save block\n- New block\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stores & Domains","url":"https://learn.oserp.in/atlas/screens/ecommerce-stores","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-stores.md","markdown":"---\ntitle: \"Stores & Domains\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stores & Domains in OSERP.\"\n---\n# Stores & Domains\n\n**Application address:** `/ecommerce/stores` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stores & Domains**, or open `/ecommerce/stores` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Domain * {#screen-domain-449e2938}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | domain |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | shop.example.com |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name * {#screen-name-862fead0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Currency {#screen-currency-3ac1a9ec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currency |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 3 |\n| Placeholder | INR |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Locale {#screen-locale-ca3dc612}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | locale |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | en |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Active {#screen-is-active-92340695}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isActive |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- + New store\n- Cancel\n- Edit\n- ✕\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No store yet. Create one to put this company’s catalogue online.\n- Public hostname, no scheme or port — e.g. shop.example.com. Use localhost for local development.\n- Leave blank for a public shop. Set 16+ characters to keep a pre-launch store private.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Templates","url":"https://learn.oserp.in/atlas/screens/ecommerce-templates","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce-templates.md","markdown":"---\ntitle: \"Templates\"\ndescription: \"Screen location, visible controls, and extracted input facts for Templates in OSERP.\"\n---\n# Templates\n\n**Application address:** `/ecommerce/templates` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Templates**, or open `/ecommerce/templates` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Store {#screen-store-ee7da936}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | store |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Choose a store. Choices loaded from records or configuration are not enumerated here.\n\n### Use this template's colours too {#screen-use-this-template-s-colours-too-0b47f6f2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | use-this-template-s-colours-too |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Use the design only\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Off by default, so trying a layout never loses the palette you chose. Your current colours are kept unless you tick this.\n- Applies the design and colours AND fills the shop with example products, categories, brands and photographs. Nothing you already have is removed — your own products stay exactly as they are.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Ecommerce","url":"https://learn.oserp.in/atlas/screens/ecommerce","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/ecommerce.md","markdown":"---\ntitle: \"Ecommerce\"\ndescription: \"Screen location, visible controls, and extracted input facts for Ecommerce in OSERP.\"\n---\n# Ecommerce\n\n**Application address:** `/ecommerce` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Ecommerce**, or open `/ecommerce` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `ecommerce:read` or `storefront:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Published products {#screen-published-products-4bca02a3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | published-products |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Online categories {#screen-online-categories-2935153a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | online-categories |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Missing images {#screen-missing-images-7934c1ce}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | missing-images |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Active stores {#screen-active-stores-57c4aa0d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | active-stores |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Online orders (30 days) {#screen-online-orders-30-days-0c1af765}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | online-orders-30-days |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Online revenue (30 days) {#screen-online-revenue30d-e7b1aeec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | onlineRevenue30d |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Open carts {#screen-open-carts-19b21519}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | open-carts |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Shopper accounts {#screen-shopper-accounts-10858b7c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | shopper-accounts |\n| Location | Screen / contextual panel |\n| Input control | Stat |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Posting Dimensions","url":"https://learn.oserp.in/atlas/screens/finance-dimensions","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/finance-dimensions.md","markdown":"---\ntitle: \"Posting Dimensions\"\ndescription: \"Screen location, visible controls, and extracted input facts for Posting Dimensions in OSERP.\"\n---\n# Posting Dimensions\n\n**Application address:** `/finance/dimensions` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Posting Dimensions**, or open `/finance/dimensions` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage` or `accounting:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | PRJ-11 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Status {#screen-status-920e413c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | status |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: ACTIVE · ON_HOLD · CLOSED. Choices loaded from records or configuration are not enumerated here.\n\n### Start date {#screen-start-date-81696931}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | startDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### End date {#screen-end-date-14303aa0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | endDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"HSN / SAC Code Master","url":"https://learn.oserp.in/atlas/screens/finance-hsn-codes","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/finance-hsn-codes.md","markdown":"---\ntitle: \"HSN / SAC Code Master\"\ndescription: \"Screen location, visible controls, and extracted input facts for HSN / SAC Code Master in OSERP.\"\n---\n# HSN / SAC Code Master\n\n**Application address:** `/finance/hsn-codes` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **HSN / SAC Code Master**, or open `/finance/hsn-codes` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage` or `accounting:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### HSN / SAC code {#screen-code-9caafe26}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 85287212 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Description {#screen-description-526e0087}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | LED TV &gt; 105 cm |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### GST % {#screen-gst-rate-112a5865}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gstRate |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 28 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type {#screen-kind-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | kind |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### codes {#screen-codes-64a7994c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | codes |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search HSN by code or description… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### 85287212, LED TV &gt; 105 cm, 28, GOODS 998314, IT services, 18, SERVICE {#screen-85287212-led-tv-105-cm-28-goods-998314-it-services-18-service-bef59019}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | 85287212-led-tv-105-cm-28-goods-998314-it-services-18-service |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 85287212, LED TV &gt; 105 cm, 28, GOODS 998314, IT services, 18, SERVICE |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n- ⬆ Import codes\n- Import\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Journal Entry","url":"https://learn.oserp.in/atlas/screens/finance-journal-entry","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/finance-journal-entry.md","markdown":"---\ntitle: \"Journal Entry\"\ndescription: \"Screen location, visible controls, and extracted input facts for Journal Entry in OSERP.\"\n---\n# Journal Entry\n\n**Application address:** `/finance/journal-entry` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Journal Entry**, or open `/finance/journal-entry` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `vouchers:read` or `vouchers:create`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### External ref / invoice no… {#screen-external-ref-invoice-no-1ec959e5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | external-ref-invoice-no |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | External ref / invoice no… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Description… {#screen-description-d0a10c41}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Description… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account / GL… {#screen-ledger-name-eeb8f106}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ledgerName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Account / GL… |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### 0.00 {#screen-debit-fc-561b2814}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | debitFc |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 0.00 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### 0.00 {#screen-credit-fc-561b2814}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | creditFc |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 0.00 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Rate… {#screen-exchange-rate-0e993f8e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | exchangeRate |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Rate… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Narration… {#screen-narration-39d5c178}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | narration |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Narration… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Assignment {#screen-assignment-153cdaae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | assignment |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Sort / allocation key |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Invoice reference {#screen-reference-key-98cfe5b0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | referenceKey |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Settles which document |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Baseline date {#screen-baseline-date-d88b93e2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | baselineDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Due date {#screen-due-date-e1cb6d30}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dueDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Payment terms {#screen-payment-terms-code-c81327df}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | paymentTermsCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. NET30 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Value date {#screen-value-date-b0aa835f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | valueDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax code {#screen-tax-code-f34b186b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. GST18 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Rate % {#screen-tax-rate-pct-ee30a6df}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxRatePct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax base {#screen-tax-base-amount-d10d1a70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxBaseAmount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Quantity {#screen-quantity-822bab8d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | quantity |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.01 |\n| Interface explanation | Statistical only — this does not move stock |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### UoM {#screen-uom-code-290dd4bf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | uomCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | PCS |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Functional area {#screen-functional-area-33ca9959}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | functionalArea |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. ADMIN |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### WBS element {#screen-wbs-id-3469d0dc}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | wbsId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search by account name or group… {#screen-search-by-account-name-or-group-fcfb247a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-account-name-or-group |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by account name or group… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search by name or BP code… {#screen-search-by-name-or-bp-code-b048607a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-name-or-bp-code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by name or BP code… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search by voucher no, type, date, reference… {#screen-search-by-voucher-no-type-date-reference-38809d3b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-voucher-no-type-date-reference |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by voucher no, type, date, reference… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What is it? {#screen-what-is-it-bbff7b98}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-is-it |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title (optional) {#screen-title-optional-8280fbd6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Documents\n- Find\n- Add\n- Post (Ctrl+A)\n- Recap\n- Import…\n- + Add Line\n- …\n- ×\n- + sub-ledger / BP\n- ✕\n- Add Another\n- View Entry\n- Maximize\n- Close\n- ⤓ Download template\n- Cancel\n- Done\n- Remove\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Tax Master","url":"https://learn.oserp.in/atlas/screens/finance-tax-master","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/finance-tax-master.md","markdown":"---\ntitle: \"Tax Master\"\ndescription: \"Screen location, visible controls, and extracted input facts for Tax Master in OSERP.\"\n---\n# Tax Master\n\n**Application address:** `/finance/tax-master` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Tax Master**, or open `/finance/tax-master` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage` or `accounting:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | GST18 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | GST 18% |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type {#screen-tax-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Rate % {#screen-rate-ee30a6df}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | rate |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 18 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Help","url":"https://learn.oserp.in/atlas/screens/help","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/help.md","markdown":"---\ntitle: \"Help\"\ndescription: \"Screen location, visible controls, and extracted input facts for Help in OSERP.\"\n---\n# Help\n\n**Application address:** `/help` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Help**, or open `/help` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Back\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Financials","url":"https://learn.oserp.in/atlas/screens/home","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/home.md","markdown":"---\ntitle: \"Financials\"\ndescription: \"Screen location, visible controls, and extracted input facts for Financials in OSERP.\"\n---\n# Financials\n\n**Application address:** `/` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Financials**, or open `/` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Employees","url":"https://learn.oserp.in/atlas/screens/hr-employees","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/hr-employees.md","markdown":"---\ntitle: \"Employees\"\ndescription: \"Screen location, visible controls, and extracted input facts for Employees in OSERP.\"\n---\n# Employees\n\n**Application address:** `/hr/employees` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Employees**, or open `/hr/employees` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `hr:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | auto |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### First name {#screen-first-name-702ef921}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | first-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Last name {#screen-last-name-7b488804}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | last-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Known as {#screen-known-as-9076e6ab}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | known-as |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Citizenship {#screen-citizenship-9561af96}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | citizenship |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 2 |\n| Placeholder | IN |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Designation {#screen-designation-c17f1963}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | designation |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Department {#screen-department-5304ab98}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | department |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Joined {#screen-joined-69318b0c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | joined |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Last working day {#screen-last-working-day-807137fb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | last-working-day |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Employment type {#screen-employment-type-ea897286}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | employment-type |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Work location state {#screen-work-location-state-59c21064}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | work-location-state |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | KA |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Statutory scheme {#screen-statutory-scheme-2d67d234}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | statutory-scheme |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### PF member {#screen-pf-member-c24f5dcb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pf-member |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### ESI member {#screen-esi-member-22d70fdd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | esi-member |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Search name, code, phone or email {#screen-search-name-code-phone-or-email-a2d20df6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-name-code-phone-or-email |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search name, code, phone or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Category {#screen-category-292c06f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | category |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-document-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | documentName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Number {#screen-document-no-bd82cf16}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | documentNo |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Issued {#screen-issued-date-0221e487}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | issuedDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Expires {#screen-expiry-date-f6725f3a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | expiryDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Issuing authority {#screen-issuing-authority-4bdbb2a8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | issuingAuthority |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country {#screen-issuing-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | issuingCountry |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 2 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Relationship {#screen-relationship-25490a10}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | relationship |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Emergency contact {#screen-emergency-contact-9e04489f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | emergency-contact |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Dependent {#screen-dependent-d45592ed}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dependent |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### On company cover {#screen-on-company-cover-c7950408}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | on-company-cover |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Bank {#screen-bank-676c471b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bank |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Branch {#screen-branch-52656e81}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | branch |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account name {#screen-account-name-a704d8d4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | account-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Account number {#screen-account-number-f7573b7f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | account-number |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### IBAN {#screen-iban-7e345c3b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | iban |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Bank / routing code {#screen-bank-routing-code-42827252}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bank-routing-code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Currency {#screen-currency-3ac1a9ec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currency |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | 3 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Salary account {#screen-salary-account-d3b3cabb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salary-account |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What happened {#screen-what-happened-483bd490}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-happened |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Date {#screen-date-99c40ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title {#screen-title-7e8cd205}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Detail {#screen-detail-fb5f27d5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | detail |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- Profile\n- Cancel\n- Save employment\n- Close\n- Verify\n- Remove\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Stored encrypted and never shown in full. Leave a box as it appears to keep the stored value; clear it to remove.\n- No employees yet — add the first one above.\n- The job, not the person. Statutory rules read the work location and employment type from here, never from the home address.\n- The establishment whose rules apply — not where the employee lives.\n- Stored encrypted; only the last four are ever shown.\n- A scan proves a file exists, not that anybody checked it against the original.\n- An emergency contact must have a phone number — it is the one thing the record is for.\n- Stored encrypted; only the last four are shown. Exactly one account carries the salary — marking another moves it.\n- Append-only. This is how somebody got to where they are, and it is the part a tribunal asks for — so nothing here can be edited or removed.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Leave & Attendance","url":"https://learn.oserp.in/atlas/screens/hr-leave","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/hr-leave.md","markdown":"---\ntitle: \"Leave & Attendance\"\ndescription: \"Screen location, visible controls, and extracted input facts for Leave & Attendance in OSERP.\"\n---\n# Leave & Attendance\n\n**Application address:** `/hr/leave` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Leave & Attendance**, or open `/hr/leave` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `hr:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Type {#screen-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reason {#screen-reason-f81ab834}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reason |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Date {#screen-date-99c40ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Status {#screen-status-920e413c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | status |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note {#screen-note-d8da2c49}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Days per year {#screen-days-per-year-f5ab1d36}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | days-per-year |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.5 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### How it accrues {#screen-how-it-accrues-2049059f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | how-it-accrues |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Max carry-forward {#screen-max-carry-forward-ee5f316c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | max-carry-forward |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.5 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Min service (months) {#screen-min-service-months-ad420eaf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | min-service-months |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Paid leave {#screen-paid-leave-813fdde9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | paid-leave |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Encashable {#screen-encashable-c560ed1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | encashable |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Allow advance {#screen-allow-advance-fb85eca7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allow-advance |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Charges weekends &amp; holidays {#screen-charges-weekends-holidays-a8ac30fb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | charges-weekends-holidays |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Approve\n- Reject\n- Edit\n- Change\n- —\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Summed from every movement, never stored — a cached balance beside a ledger drifts, and both figures look plausible while it does.\n- An absence with no leave behind it is unpaid, and payroll reads that directly. A day covered by approved leave cannot be marked present.\n- Only UNPAID leave reduces salary. A paid type that grants no days would turn every request into loss of pay, so it is refused.\n- Type at least two characters.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Screen directory","url":"https://learn.oserp.in/atlas/screens/","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/index.md","markdown":"# Screen directory\n\nEvery discovered application page has an entry. Extracted references complement the authored guides; they do not certify operational completeness.\n\n| Screen | Application route | Extracted controls | Status |\n| --- | --- | --- | --- |\n| [Allocate COD Remittances](/atlas/screens/accounting-allocate-cod) | /accounting/allocate-cod | 6 | Extracted; operational review pending |\n| [Allocate Payments](/atlas/screens/accounting-allocate-payments) | /accounting/allocate-payments | 6 | Extracted; operational review pending |\n| [Allocate Receipts](/atlas/screens/accounting-allocate-receipts) | /accounting/allocate-receipts | 6 | Extracted; operational review pending |\n| [Balance Sheet](/atlas/screens/accounting-balance-sheet) | /accounting/balance-sheet | 1 | Extracted; operational review pending |\n| [Cash Flow](/atlas/screens/accounting-cash-flow) | /accounting/cash-flow | 0 | Extracted; operational review pending |\n| [Customer Statement](/atlas/screens/accounting-customer-statement) | /accounting/customer-statement | 3 | Extracted; operational review pending |\n| [Day Book](/atlas/screens/accounting-day-book) | /accounting/day-book | 0 | Extracted; operational review pending |\n| [Ledger Statement](/atlas/screens/accounting-general-ledger) | /accounting/general-ledger | 3 | Extracted; operational review pending |\n| [Accounting Groups](/atlas/screens/accounting-groups) | /accounting/groups | 3 | Extracted; operational review pending |\n| [Ledger Accounts](/atlas/screens/accounting-ledgers) | /accounting/ledgers | 4 | Extracted; operational review pending |\n| [Profit &amp; Loss](/atlas/screens/accounting-profit-and-loss) | /accounting/profit-and-loss | 0 | Extracted; operational review pending |\n| [Supplier Statement](/atlas/screens/accounting-supplier-statement) | /accounting/supplier-statement | 3 | Extracted; operational review pending |\n| [Tax Summary](/atlas/screens/accounting-tax-summary) | /accounting/tax-summary | 0 | Extracted; operational review pending |\n| [Trial Balance](/atlas/screens/accounting-trial-balance) | /accounting/trial-balance | 0 | Extracted; operational review pending |\n| [Branches](/atlas/screens/admin-branches) | /admin/branches | 13 | Extracted; operational review pending |\n| [Company Profile](/atlas/screens/admin-company-profile) | /admin/company-profile | 34 | Extracted; operational review pending |\n| [Currencies &amp; Exchange Rates](/atlas/screens/admin-currencies) | /admin/currencies | 2 | Extracted; operational review pending |\n| [Foreign Currency Revaluation](/atlas/screens/admin-fx-revaluation) | /admin/fx-revaluation | 3 | Extracted; operational review pending |\n| [Initialisation &amp; General Settings](/atlas/screens/admin-general-settings) | /admin/general-settings | 34 | Extracted; operational review pending |\n| [Imports](/atlas/screens/admin-imports) | /admin/imports | 0 | Extracted; operational review pending |\n| [Membership Cards](/atlas/screens/admin-loyalty-cards) | /admin/loyalty-cards | 6 | Extracted; operational review pending |\n| [Loyalty](/atlas/screens/admin-loyalty-report) | /admin/loyalty-report | 0 | Extracted; operational review pending |\n| [Notifications](/atlas/screens/admin-notifications) | /admin/notifications | 10 | Extracted; operational review pending |\n| [Numbering](/atlas/screens/admin-numbering) | /admin/numbering | 6 | Extracted; operational review pending |\n| [POS Settings](/atlas/screens/admin-pos-settings) | /admin/pos-settings | 28 | Extracted; operational review pending |\n| [Roles &amp; Permissions](/atlas/screens/admin-roles) | /admin/roles | 5 | Extracted; operational review pending |\n| [User Master](/atlas/screens/admin-users) | /admin/users | 9 | Extracted; operational review pending |\n| [AI Assistant](/atlas/screens/ai) | /ai | 4 | Extracted; operational review pending |\n| [Partners](/atlas/screens/business-partners-partners) | /business-partners/partners | 82 | Extracted; operational review pending |\n| [Sales People &amp; Buyers](/atlas/screens/business-partners-sales-people) | /business-partners/sales-people | 7 | Extracted; operational review pending |\n| [My Cockpit](/atlas/screens/dashboard) | /dashboard | 6 | Extracted; operational review pending |\n| [Blog](/atlas/screens/ecommerce-blog) | /ecommerce/blog | 11 | Extracted; operational review pending |\n| [Shop Carts](/atlas/screens/ecommerce-carts) | /ecommerce/carts | 1 | Extracted; operational review pending |\n| [Online Categories](/atlas/screens/ecommerce-categories) | /ecommerce/categories | 2 | Extracted; operational review pending |\n| [Checkout Settings](/atlas/screens/ecommerce-checkout) | /ecommerce/checkout | 13 | Extracted; operational review pending |\n| [Shop Customers](/atlas/screens/ecommerce-customers) | /ecommerce/customers | 1 | Extracted; operational review pending |\n| [Menus](/atlas/screens/ecommerce-menus) | /ecommerce/menus | 12 | Extracted; operational review pending |\n| [Ecommerce](/atlas/screens/ecommerce) | /ecommerce | 8 | Extracted; operational review pending |\n| [Online Payments](/atlas/screens/ecommerce-payments) | /ecommerce/payments | 0 | Extracted; operational review pending |\n| [Online Products](/atlas/screens/ecommerce-products) | /ecommerce/products | 2 | Extracted; operational review pending |\n| [Returns &amp; Cancellations](/atlas/screens/ecommerce-returns) | /ecommerce/returns | 1 | Extracted; operational review pending |\n| [Page Builder](/atlas/screens/ecommerce-sections) | /ecommerce/sections | 2 | Extracted; operational review pending |\n| [Storefront](/atlas/screens/ecommerce-storefront) | /ecommerce/storefront | 26 | Extracted; operational review pending |\n| [Stores &amp; Domains](/atlas/screens/ecommerce-stores) | /ecommerce/stores | 5 | Extracted; operational review pending |\n| [Templates](/atlas/screens/ecommerce-templates) | /ecommerce/templates | 2 | Extracted; operational review pending |\n| [Posting Dimensions](/atlas/screens/finance-dimensions) | /finance/dimensions | 5 | Extracted; operational review pending |\n| [HSN / SAC Code Master](/atlas/screens/finance-hsn-codes) | /finance/hsn-codes | 6 | Extracted; operational review pending |\n| [Journal Entry](/atlas/screens/finance-journal-entry) | /finance/journal-entry | 25 | Extracted; operational review pending |\n| [Tax Master](/atlas/screens/finance-tax-master) | /finance/tax-master | 4 | Extracted; operational review pending |\n| [Employees](/atlas/screens/hr-employees) | /hr/employees | 41 | Extracted; operational review pending |\n| [Leave &amp; Attendance](/atlas/screens/hr-leave) | /hr/leave | 17 | Extracted; operational review pending |\n| [Printed prices on stock in hand](/atlas/screens/inventory-batch-prices) | /inventory/batch-prices | 4 | Extracted; operational review pending |\n| [Item Categories](/atlas/screens/inventory-categories) | /inventory/categories | 8 | Extracted; operational review pending |\n| [Stock in Transit](/atlas/screens/inventory-in-transit) | /inventory/in-transit | 2 | Extracted; operational review pending |\n| [Item Master](/atlas/screens/inventory-items) | /inventory/items | 149 | Extracted; operational review pending |\n| [Stock Increase &amp; Issue](/atlas/screens/inventory-stock-adjustments) | /inventory/stock-adjustments | 18 | Extracted; operational review pending |\n| [Stock Audit](/atlas/screens/inventory-stock-audit) | /inventory/stock-audit | 4 | Extracted; operational review pending |\n| [Stock Movements](/atlas/screens/inventory-stock-movements) | /inventory/stock-movements | 4 | Extracted; operational review pending |\n| [Stock Report](/atlas/screens/inventory-stock-report) | /inventory/stock-report | 0 | Extracted; operational review pending |\n| [Stock Transfers](/atlas/screens/inventory-transfers) | /inventory/transfers | 19 | Extracted; operational review pending |\n| [Warehouses](/atlas/screens/inventory-warehouses) | /inventory/warehouses | 17 | Extracted; operational review pending |\n| [Order Management](/atlas/screens/orders) | /orders | 2 | Extracted; operational review pending |\n| [Order Book](/atlas/screens/orders-reports-order-book) | /orders/reports/order-book | 1 | Extracted; operational review pending |\n| [Pay Components](/atlas/screens/payroll-components) | /payroll/components | 9 | Extracted; operational review pending |\n| [Employee Pay](/atlas/screens/payroll-pay) | /payroll/pay | 2 | Extracted; operational review pending |\n| [Payroll Runs](/atlas/screens/payroll-runs) | /payroll/runs | 5 | Extracted; operational review pending |\n| [Slab Offers](/atlas/screens/pos-offers) | /pos/offers | 19 | Extracted; operational review pending |\n| [Point of Sale](/atlas/screens/pos) | /pos | 24 | Extracted; operational review pending |\n| [Cashier Report](/atlas/screens/pos-reports-cashiers) | /pos/reports/cashiers | 0 | Extracted; operational review pending |\n| [Register Closes](/atlas/screens/pos-reports-registers) | /pos/reports/registers | 0 | Extracted; operational review pending |\n| [POS Sales](/atlas/screens/pos-reports-sales) | /pos/reports/sales | 0 | Extracted; operational review pending |\n| [Slab Offer Performance](/atlas/screens/pos-reports-slab-offers) | /pos/reports/slab-offers | 3 | Extracted; operational review pending |\n| [Projects](/atlas/screens/projects) | /projects | 35 | Extracted; operational review pending |\n| [Unified Purchase Workspace](/atlas/screens/purchasing-workspace) | /purchasing/workspace | 27 | Extracted; operational review pending |\n| [Unified Sales Workspace](/atlas/screens/sales-workspace) | /sales/workspace | 27 | Extracted; operational review pending |\n| [GL Mapping Engine](/atlas/screens/settings-gl-mapping) | /settings/gl-mapping | 15 | Extracted; operational review pending |\n| [Order Stages](/atlas/screens/settings-order-stages) | /settings/order-stages | 0 | Extracted; operational review pending |\n| [Payment Types](/atlas/screens/settings-payment-types) | /settings/payment-types | 5 | Extracted; operational review pending |\n| [Print Layouts](/atlas/screens/settings-print-layouts) | /settings/print-layouts | 2 | Extracted; operational review pending |\n| [Tray](/atlas/screens/tray) | /tray | 3 | Extracted; operational review pending |\n| [Approvals &amp; Workflow](/atlas/screens/workflow) | /workflow | 19 | Extracted; operational review pending |\n| [Workspace](/atlas/screens/workspace) | /workspace | 0 | Extracted; operational review pending |\n| [Help](/atlas/screens/help) | /help | 0 | Extracted; operational review pending |\n| [Login](/atlas/screens/login) | /login | 1 | Extracted; operational review pending |\n| [Financials](/atlas/screens/home) | / | 0 | Extracted; operational review pending |\n| [Choose your password](/atlas/screens/set-password) | /set-password | 1 | Extracted; operational review pending |\n| [Setup](/atlas/screens/setup) | /setup | 47 | Extracted; operational review pending |\n"},{"title":"Printed prices on stock in hand","url":"https://learn.oserp.in/atlas/screens/inventory-batch-prices","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-batch-prices.md","markdown":"---\ntitle: \"Printed prices on stock in hand\"\ndescription: \"Screen location, visible controls, and extracted input facts for Printed prices on stock in hand in OSERP.\"\n---\n# Printed prices on stock in hand\n\n**Application address:** `/inventory/batch-prices` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Printed prices on stock in hand**, or open `/inventory/batch-prices` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:update` or `inventory:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Only lots with no MRP {#screen-only-lots-with-no-mrp-2868dc04}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | only-lots-with-no-mrp |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Item code or batch number |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### MRP (incl. tax) {#screen-mrp-incl-tax-6307d643}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrp-incl-tax |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Sells at (leave empty for MRP less the item discount) {#screen-sells-at-leave-empty-for-mrp-less-the-item-discount-0f1dd139}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sells-at-leave-empty-for-mrp-less-the-item-discount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Only lots that have no MRP yet {#screen-only-lots-that-have-no-mrp-yet-6c5ee245}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | only-lots-that-have-no-mrp-yet |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Refresh\n- Save\n- All lots…\n- Cancel\n- Apply\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Item Categories","url":"https://learn.oserp.in/atlas/screens/inventory-categories","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-categories.md","markdown":"---\ntitle: \"Item Categories\"\ndescription: \"Screen location, visible controls, and extracted input facts for Item Categories in OSERP.\"\n---\n# Item Categories\n\n**Application address:** `/inventory/categories` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Item Categories**, or open `/inventory/categories` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Subcategories will be shown below each parent. {#screen-subcategories-will-be-shown-below-each-parent-faf5f5cb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | subcategories-will-be-shown-below-each-parent |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search categories… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Category Code * {#screen-code-9e85f88e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. ELECTRONICS |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Sort Order {#screen-sort-order-e604fe94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sortOrder |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (EN) * {#screen-name-a5cfd0d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (AR) {#screen-name-ar-7ef9b363}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nameAr |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Parent Category {#screen-parent-id-99824c45}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | parentId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Root (no parent) —. Choices loaded from records or configuration are not enumerated here.\n\n### Item Type (optional) {#screen-item-type-id-1bb8f650}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemTypeId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — All Types —. Choices loaded from records or configuration are not enumerated here.\n\n### Active {#screen-is-active-92340695}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isActive |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- + Sub\n- Edit\n- Delete\n- + New Category\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Subcategories will be shown below each parent.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock in Transit","url":"https://learn.oserp.in/atlas/screens/inventory-in-transit","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-in-transit.md","markdown":"---\ntitle: \"Stock in Transit\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock in Transit in OSERP.\"\n---\n# Stock in Transit\n\n**Application address:** `/inventory/in-transit` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock in Transit**, or open `/inventory/in-transit` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Warehouse {#screen-warehouse-2a625c25}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | warehouse |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Either end, any warehouse. Choices loaded from records or configuration are not enumerated here.\n\n### On the road at least {#screen-on-the-road-at-least-7b94d642}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | on-the-road-at-least |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Any time · 2 days · 8 days · 31 days. Choices loaded from records or configuration are not enumerated here.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Export CSV\n- Refresh\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Item Master","url":"https://learn.oserp.in/atlas/screens/inventory-items","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-items.md","markdown":"---\ntitle: \"Item Master\"\ndescription: \"Screen location, visible controls, and extracted input facts for Item Master in OSERP.\"\n---\n# Item Master\n\n**Application address:** `/inventory/items` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Item Master**, or open `/inventory/items` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### HSN/SAC code {#screen-hsn-sac-code-51f544c2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | hsn-sac-code |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | HSN/SAC code |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Search HSN by code or name… {#screen-search-hsn-by-code-or-name-176039e2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-hsn-by-code-or-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search HSN by code or name… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Item Code {#general-item-code-00c425b2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemCode |\n| Location | General |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Auto-generate |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Status {#general-status-920e413c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | status |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Active · Draft · Inactive · Discontinued. Choices loaded from records or configuration are not enumerated here.\n\n### Item Name (EN) * {#general-item-name-b0e8d4ae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemName |\n| Location | General |\n| Input control | text |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Enter item name |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Item Name (AR) {#general-item-name-ar-7d020484}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemNameAr |\n| Location | General |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | اسم الصنف بالعربية |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Item Type {#general-item-type-id-ca752df3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemTypeId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None — · + Add new item type…. Choices loaded from records or configuration are not enumerated here.\n\n### Category {#general-category-292c06f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | category |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None — · + Add new category…. Choices loaded from records or configuration are not enumerated here.\n\n### Category {#general-category-id-292c06f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | categoryId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select Sub-category — · + Add new sub-category…. Choices loaded from records or configuration are not enumerated here.\n\n### Brand {#general-brand-id-090ed431}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | brandId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None — · + Add new brand…. Choices loaded from records or configuration are not enumerated here.\n\n### Base Unit {#general-uom-id-6c2cfa42}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | uomId |\n| Location | General |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select UOM — · + Add new unit…. Choices loaded from records or configuration are not enumerated here.\n\n### Base Unit * {#uom-uom-id-a5e5a809}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | uomId |\n| Location | Uom |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · + Add new unit…. Choices loaded from records or configuration are not enumerated here.\n\n### Purchasing UOM {#uom-purchase-uom-id-910b36c1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | purchaseUomId |\n| Location | Uom |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: + Add new unit… · — Same as Base —. Choices loaded from records or configuration are not enumerated here.\n\n### Factor (1 Purchase Unit = ? Base Units) {#uom-purchase-uom-factor-10634d86}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | purchaseUomFactor |\n| Location | Uom |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0.00000001 |\n| Input increment | any |\n| Placeholder | e.g. 12 (1 Carton = 12 EA) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Sales UOM {#uom-sales-uom-id-d762d8d4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salesUomId |\n| Location | Uom |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Same as Base —. Choices loaded from records or configuration are not enumerated here.\n\n### Factor (1 Sales Unit = ? Base Units) {#uom-sales-uom-factor-96d049cb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | salesUomFactor |\n| Location | Uom |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0.00000001 |\n| Input increment | any |\n| Placeholder | e.g. 6 (1 6-Pack = 6 EA) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### From {#uom-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Uom |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#uom-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Uom |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Factor {#uom-factor-964a9c06}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | factor |\n| Location | Uom |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0.00000001 |\n| Input increment | any |\n| Placeholder | e.g. 12 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Standard Cost {#purchasing-standard-cost-5465d507}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | standardCost |\n| Location | Purchasing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### HSN / SAC Code {#purchasing-hsn-sac-code-8c85365f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | hsnSacCode |\n| Location | Purchasing |\n| Input control | HsnField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Purchasable {#purchasing-is-purchasable-a05bceea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isPurchasable |\n| Location | Purchasing |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Allow purchase orders for this item |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Returnable {#purchasing-is-returnable-71a3c2fb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isReturnable |\n| Location | Purchasing |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Accept customer return transactions |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Vendor Name * {#vendors-bp-id-0311b767}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bpId |\n| Location | Vendors |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search suppliers… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Vendor Item Code {#vendors-vendor-code-6fd1e425}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | vendorCode |\n| Location | Vendors |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Vendor's item code |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Purchase Price {#vendors-purchase-price-95396598}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | purchasePrice |\n| Location | Vendors |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Currency {#vendors-currency-3ac1a9ec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currency |\n| Location | Vendors |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Min Order Qty {#vendors-min-order-qty-5df8337a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | minOrderQty |\n| Location | Vendors |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Lead Time (days) {#vendors-lead-time-days-0517cc47}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | leadTimeDays |\n| Location | Vendors |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 1 |\n| Placeholder | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Notes {#vendors-notes-8a7525b1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | notes |\n| Location | Vendors |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Optional notes |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Primary {#vendors-is-primary-efe10c80}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isPrimary |\n| Location | Vendors |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Set as the default preferred vendor |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Standard Price {#sales-standard-price-d0c9d9df}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | standardPrice |\n| Location | Sales |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### MRP (incl. tax) {#sales-mrp-6307d643}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrp |\n| Location | Sales |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | 0.00 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Discount on MRP % {#sales-mrp-discount-pct-2a2cf604}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrpDiscountPct |\n| Location | Sales |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Input increment | 0.01 |\n| Placeholder | Leave empty to sell at Standard Price. |\n| Interface explanation | Leave empty to sell at Standard Price. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Sells at {#sales-mrp-d00c9d57}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrp |\n| Location | Sales |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Barcode {#sales-barcode-a401f372}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | barcode |\n| Location | Sales |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | EAN / UPC / QR |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Other barcodes (case, pallet, supplier) {#screen-other-barcodes-case-pallet-supplier-681c2696}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | other-barcodes-case-pallet-supplier |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Scan or type a barcode |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Shelf Life (days) (days) {#sales-shelf-life-days-abfb456d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | shelfLifeDays |\n| Location | Sales |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 1 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Sellable {#sales-is-sellable-499fe48a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isSellable |\n| Location | Sales |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Include in sales orders and invoices |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Bookable (slot) {#sales-is-bookable-d6f37616}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isBookable |\n| Location | Sales |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Accept advance bookings |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Rental {#sales-is-rental-dbd6652e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isRental |\n| Location | Sales |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Available for rental or lease |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Commission Item {#sales-is-commission-item-ac5cf0ce}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isCommissionItem |\n| Location | Sales |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Triggers sales commission |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Tax Exempt {#sales-is-tax-exempt-9d2c68ee}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isTaxExempt |\n| Location | Sales |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | No tax applied on sales |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Customer Name * {#pricing-customer-name-bfb6810d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | customer-name |\n| Location | Pricing |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Customer name or group |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Special Price * {#pricing-special-price-57cf7a20}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | special-price |\n| Location | Pricing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Discount % {#pricing-discount-c21068bb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | discount |\n| Location | Pricing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Input increment | 0.01 |\n| Placeholder | 0.00 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Currency {#pricing-currency-3ac1a9ec}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currency |\n| Location | Pricing |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Valid From {#pricing-valid-from-f38b0e27}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | valid-from |\n| Location | Pricing |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Valid To {#pricing-valid-to-08f199b7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | valid-to |\n| Location | Pricing |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Price List {#pricing-price-list-0f8962d8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | price-list |\n| Location | Pricing |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Choose a price list. Choices loaded from records or configuration are not enumerated here.\n\n### Price {#pricing-price-93c91c85}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | price |\n| Location | Pricing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Disc% {#pricing-disc-75fbc947}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | disc |\n| Location | Pricing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Min Qty {#pricing-min-qty-3a0434e7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | min-qty |\n| Location | Pricing |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 1 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### New price list — Code {#pricing-code-8da2f627}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Pricing |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | 32 |\n| Placeholder | RETAIL |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#pricing-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Pricing |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Retail |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Min. Qty (Reorder Point) {#inventory-min-qty-5971f699}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | minQty |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Max. Qty {#inventory-max-qty-24b94c79}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | maxQty |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Reorder Qty {#inventory-reorder-qty-eafa9c4d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reorderQty |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Default Warehouse {#inventory-default-warehouse-id-05b2c1ac}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | defaultWarehouseId |\n| Location | Inventory |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None — · + Add new warehouse…. Choices loaded from records or configuration are not enumerated here.\n\n### Safety Stock {#inventory-safety-stock-qty-f2883a83}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | safetyStockQty |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Lot Size {#inventory-lot-size-qty-106c5e50}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | lotSizeQty |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Lead Time (days) {#inventory-lead-time-days-0517cc47}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | leadTimeDays |\n| Location | Inventory |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 1 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### ABC Class {#inventory-abc-class-10c83f17}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | abcClass |\n| Location | Inventory |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None — · A — High Value / Fast Moving · B — Medium Value · C — Low Value / Slow Moving. Choices loaded from records or configuration are not enumerated here.\n\n### Putaway Strategy {#inventory-putaway-strategy-6d434cd9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | putawayStrategy |\n| Location | Inventory |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — System Default — · FEFO — First Expired First Out · FIFO — First In First Out · LIFO — Last In First Out · LEFO — Least Expiry First Out. Choices loaded from records or configuration are not enumerated here.\n\n### Pick Strategy {#inventory-pick-strategy-eaf76fb6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pickStrategy |\n| Location | Inventory |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — System Default — · FEFO — First Expired First Out · FIFO — First In First Out · LIFO — Last In First Out · LEFO — Least Expiry First Out. Choices loaded from records or configuration are not enumerated here.\n\n### Freeze on Expiry {#inventory-freeze-on-expiry-08e99b73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | freezeOnExpiry |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Lock expired stock automatically |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Stock Tracked {#inventory-is-stock-tracked-37de4d0e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isStockTracked |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Maintain inventory quantity |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Serialized {#inventory-is-serialized-808c08f1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isSerialized |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track by unique serial numbers |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Batch Tracked {#inventory-is-batch-tracked-e39324c5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isBatchTracked |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track by batch / lot numbers |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Has Expiry {#inventory-has-expiry-a8d2daaa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | hasExpiry |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track expiry / best-before dates |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Has Warranty {#inventory-has-warranty-1aa7a300}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | hasWarranty |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Item covered by warranty |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Track Location (Bin) {#inventory-track-location-579f13a3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | trackLocation |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Track bin / rack location |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Allow Negative Stock {#inventory-allow-negative-stock-0f2cc5e8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowNegativeStock |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Allow stock below zero |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Perishable {#inventory-is-perishable-26858ab1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isPerishable |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Requires special handling |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Dangerous Goods {#inventory-is-dangerous-goods-74056663}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isDangerousGoods |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Classified as hazardous material |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Requires Prescription {#inventory-requires-prescription-08cccf86}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | requiresPrescription |\n| Location | Inventory |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Requires prescription to sell |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Length {#logistics-length-adc95605}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | length |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Width {#logistics-width-3019947b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | width |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Height {#logistics-height-bfe2eca4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | height |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Placeholder | 0.0000 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Unit {#logistics-dimension-unit-4e545960}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dimensionUnit |\n| Location | Logistics |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: CM — Centimeters · MM — Millimeters · M — Meters · IN — Inches · FT — Feet. Choices loaded from records or configuration are not enumerated here.\n\n### Weight ( Weight Unit ) {#logistics-weight-ba40317d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | weight |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.001 |\n| Placeholder | Net weight |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Gross Weight {#logistics-gross-weight-5e2d1a94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | grossWeight |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.001 |\n| Placeholder | Gross weight (incl. packaging) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Weight Unit {#logistics-weight-uom-id-00755589}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | weightUomId |\n| Location | Logistics |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · + Add new unit…. Choices loaded from records or configuration are not enumerated here.\n\n### Units / Inner Pack {#logistics-pack-size-ebe74d6c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | packSize |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Placeholder | e.g. 12 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Inner Packs / Case {#logistics-inner-pack-qty-bac6ccae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | innerPackQty |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Placeholder | e.g. 6 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Cases / Pallet {#logistics-outer-case-qty-0d865b3f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | outerCaseQty |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Placeholder | e.g. 20 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Pallets / Container {#logistics-pallet-qty-5eb9190e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | palletQty |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Placeholder | e.g. 40 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### GTIN / EAN-13 {#logistics-gtin-a8a3ab7d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gtin |\n| Location | Logistics |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 14-digit GTIN / EAN-13 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### MPN {#logistics-mpn-e161c0fd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mpn |\n| Location | Logistics |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Manufacturer Part Number |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### PLU Code {#logistics-plu-code-946e4429}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pluCode |\n| Location | Logistics |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | PLU / Lookup code |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Country of Origin {#logistics-country-of-origin-096d28dd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | countryOfOrigin |\n| Location | Logistics |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. AE, IN, CN |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Tax Category {#logistics-tax-category-ec715342}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxCategory |\n| Location | Logistics |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. VAT5, EXEMPT |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Energy Class {#logistics-energy-class-824fb495}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | energyClass |\n| Location | Logistics |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — N/A —. Choices loaded from records or configuration are not enumerated here.\n\n### Warranty (months) {#logistics-warranty-period-months-c1823240}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | warrantyPeriodMonths |\n| Location | Logistics |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 1 |\n| Placeholder | 0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### E-Commerce Enabled {#ecommerce-is-ecom-enabled-c7d5d86a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isEcomEnabled |\n| Location | Ecommerce |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | List this item on the online store |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Featured Product {#ecommerce-is-featured-244021c3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isFeatured |\n| Location | Ecommerce |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Show in featured / homepage section |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### URL Slug {#ecommerce-slug-98f8df1c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | slug |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | my-product-url-slug |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Meta Title {#ecommerce-meta-title-252859b0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | metaTitle |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | SEO page title (50–60 chars) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Meta Description {#ecommerce-meta-description-2d1936e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | metaDescription |\n| Location | Ecommerce |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | SEO meta description (150–160 chars) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Meta Keywords {#ecommerce-meta-keywords-a0c06e70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | metaKeywords |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | comma, separated, keywords |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Highlights {#ecommerce-highlights-6e517828}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | highlights |\n| Location | Ecommerce |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | One per line — 500ml capacity, Keeps drinks cold 24 hours |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Google Product Category {#ecommerce-google-product-category-7dbf247b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | googleProductCategory |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Apparel &amp; Accessories &gt; Clothing &gt; Tops |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Condition {#ecommerce-google-condition-39b36d38}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | googleCondition |\n| Location | Ecommerce |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — Select — · New · Refurbished · Used. Choices loaded from records or configuration are not enumerated here.\n\n### Age Group {#ecommerce-age-group-7b078d11}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ageGroup |\n| Location | Ecommerce |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — N/A — · Newborn (0–3 months) · Infant (3–12 months) · Toddler (1–5 years) · Kids (5–13) · Adult. Choices loaded from records or configuration are not enumerated here.\n\n### Gender {#ecommerce-gender-a04630ef}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gender |\n| Location | Ecommerce |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — N/A — · Male · Female · Unisex. Choices loaded from records or configuration are not enumerated here.\n\n### Color {#ecommerce-color-label-6b73191a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | colorLabel |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Navy Blue, Rose Gold |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Size {#ecommerce-size-label-1af85190}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sizeLabel |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. XL, 42, 500ml |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Material {#ecommerce-material-616cb218}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | material |\n| Location | Ecommerce |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. 100% Cotton, Stainless Steel |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Manufactured {#production-is-manufactured-d2af5432}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isManufactured |\n| Location | Production |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Produced in-house (has BOM) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Recipe Item {#production-is-recipe-item-3435d95b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isRecipeItem |\n| Location | Production |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Food / batch production recipe |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Version {#production-version-dd167905}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | version |\n| Location | Production |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 1.0 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### This list is a {#production-this-list-is-a-2f63d04c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | this-list-is-a |\n| Location | Production |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Assembly — built into stock · Kit — sold as one line. Choices loaded from records or configuration are not enumerated here.\n\n### Output Qty {#production-output-qty-d7b11cb6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | output-qty |\n| Location | Production |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0.0001 |\n| Input increment | 0.0001 |\n| Placeholder | 1 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Output UOM {#production-output-uom-2ed1be70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | output-uom |\n| Location | Production |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: — None —. Choices loaded from records or configuration are not enumerated here.\n\n### Remarks {#production-remarks-b5025c73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Production |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Optional notes |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Component Item {#production-component-item-d3ad448f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | component-item |\n| Location | Production |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search item… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Qty {#production-qty-a9be9c3e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | qty |\n| Location | Production |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.0001 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### UOM {#production-uom-b89436ba}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | uom |\n| Location | Production |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Scrap % % {#production-scrap-9c104e33}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | scrap |\n| Location | Production |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 100 |\n| Input increment | 0.01 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Level {#production-level-1709305c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | level |\n| Location | Production |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Maximum | 9 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Optional {#production-optional-59be7133}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | optional |\n| Location | Production |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Service Item {#properties-is-service-0f7d7f61}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isService |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Non-physical service item (no stock) |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Fixed Asset {#properties-is-asset-f4d2442c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isAsset |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Fixed or capital asset |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Bundle / Package {#properties-is-bundle-68687507}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isBundle |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Bundle or package of items |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Subscription {#properties-is-subscription-4999c6c6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isSubscription |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Recurring subscription product |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Digital {#properties-is-digital-42be1f53}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isDigital |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Digital / downloadable content |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Menu Item (F&amp;B) {#properties-is-menu-item-21710f8e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isMenuItem |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Food &amp; beverage menu item |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Room / Unit {#properties-is-room-612e4421}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isRoom |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Room, unit or space |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Project Billable {#properties-is-project-billable-9b782e55}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isProjectBillable |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Billable in project timesheets |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Agricultural {#properties-is-agricultural-d9214f28}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isAgricultural |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Agricultural produce item |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Has Variants {#properties-has-variants-d69ddaac}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | hasVariants |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | This item has size / colour variants |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Variant Item (child) {#properties-is-variant-02b438cc}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isVariant |\n| Location | Properties |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | This is a child variant of a parent item |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Short Description {#remarks-short-desc-dc940a38}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | shortDesc |\n| Location | Remarks |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | One-line summary shown in lists |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Description {#remarks-description-526e0087}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Remarks |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Public-facing product description |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Notes / Markdown (AI) {#remarks-content-md-87a1a4e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | contentMd |\n| Location | Remarks |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | # Item Notes&amp;#10;&amp;#10;Supports **Markdown**. This content is fed to AI via MCP. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Internal Notes {#remarks-internal-notes-c752bcdb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | internalNotes |\n| Location | Remarks |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Private notes — not visible to customers |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Document Title * {#attachments-title-8baa7f41}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Attachments |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Product Spec Sheet |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Document Type {#attachments-doc-type-b0668a86}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | docType |\n| Location | Attachments |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Language {#attachments-language-a4fe6526}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | language |\n| Location | Attachments |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: English · Arabic · French · German. Choices loaded from records or configuration are not enumerated here.\n\n### Index for AI {#attachments-is-ai-indexed-de134409}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isAiIndexed |\n| Location | Attachments |\n| Input control | Toggle |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Store text inline for AI / MCP queries |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Document Title * {#attachments-document-title-8baa7f41}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-title |\n| Location | Attachments |\n| Input control | file |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search by name, code, barcode… {#screen-search-by-name-code-barcode-fee053c5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-name-code-barcode |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by name, code, barcode… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. 500ml stainless steel bottle, screw cap, keeps drinks cold 24 hours {#screen-e-g-500ml-stainless-steel-bottle-screw-cap-keeps-drinks-cold-24-hours-e4d6e93a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | e-g-500ml-stainless-steel-bottle-screw-cap-keeps-drinks-cold-24-hours |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. 500ml stainless steel bottle, screw cap, keeps drinks cold 24 hours |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name * {#screen-name-862fead0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Arabic Name {#screen-name-ar-e2821a14}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nameAr |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Measures {#screen-uom-type-aabaa8ff}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | uomType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Decimal places {#screen-decimal-places-004a3408}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | decimalPlaces |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 6 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Under {#screen-parent-id-80e4ad05}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | parentId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — None (top level) —. Choices loaded from records or configuration are not enumerated here.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- %\n- ✏ Edit\n- ✕\n- Remove\n- Save\n- Add to price list\n- Create list\n- Add Component\n- ✨ Generate listing with AI\n- Set as Primary\n- Cancel\n- + New Item\n- Reference Lists\n- Open\n- ‹ Prev\n- Next ›\n- Close\n- Apply selected\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No partner has the Supplier role — showing all partners.\n- The stock entry and its lots hold different quantities. Lots total:\n- Bins are picking and put-away instructions printed on a document line, not a stock balance — there is no per-bin quantity to show.\n- Supports Markdown — this content is available for AI queries via MCP\n- MRP less the discount, tax included. Each goods receipt prices its MRP batch the same way.\n- Units per scan — 12 on a case of twelve, so scanning it adds twelve.\n- A production step turns the components into this item, which then carries its own stock.\n- Never built. Selling this relieves the components below, not this item.\n- No components. Add components below.\n- Multi-level BOM — set Level 1 for direct, 2+ for sub-assembly.\n- JPEG, PNG, WebP, GIF — max 20 MB each\n- PDF, Word, Excel, Text, Markdown — max 20 MB\n- What each customer group pays for this item, worked out exactly as the till and a sales invoice work it out. A group buys from its price list; where the list has no price for this item, its group discount applies to the standard price.\n- The loyalty group: a customer given a loyalty number or card joins it automatically, earns points and buys at its prices at the till.\n- Lock expired stock automatically\n- One per line — 500ml capacity, Keeps drinks cold 24 hours\n- List this item on the online store\n- Show in featured / homepage section\n- How the catalogue is filed. A sub-category sits under the root you pick.\n- Who makes it. Shown on the shop and used to filter the catalogue.\n- How it is counted, weighed or measured. The type decides which picker it appears in.\n- What kind of thing it is. New types copy the behaviour of the one selected on the form.\n- Where stock is held. The code is printed on picking lists and transfer notes, so it is required and kept short.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock Increase & Issue","url":"https://learn.oserp.in/atlas/screens/inventory-stock-adjustments","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-stock-adjustments.md","markdown":"---\ntitle: \"Stock Increase & Issue\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock Increase & Issue in OSERP.\"\n---\n# Stock Increase & Issue\n\n**Application address:** `/inventory/stock-adjustments` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock Increase & Issue**, or open `/inventory/stock-adjustments` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `documents:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search document, reference or warehouse… {#screen-search-document-reference-or-warehouse-5cf4aad8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-document-reference-or-warehouse |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search document, reference or warehouse… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reference {#screen-reference-71bf9093}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reference |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. Damaged in the stockroom, 7 Aug {#screen-title-9e745ce6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Damaged in the stockroom, 7 Aug |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Document date {#screen-document-date-331b273e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Posting date {#screen-posting-date-879cef7b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | posting-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Remarks {#screen-remarks-b5025c73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why this adjustment — the reason is the audit trail {#screen-remarks-8d5ff5d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Why this adjustment — the reason is the audit trail |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why this adjustment — the reason is the audit trail {#screen-why-this-adjustment-the-reason-is-the-audit-trail-8d5ff5d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | why-this-adjustment-the-reason-is-the-audit-trail |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Why this adjustment — the reason is the audit trail |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note for this step (optional) {#screen-note-for-this-step-optional-69d51269}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-for-this-step-optional |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Note for this step (optional) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Item {#screen-item-652bcc3a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | item |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search code, name or barcode… {#screen-item-id-30d21fee}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemId |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search code, name or barcode… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Quantity {#screen-quantity-822bab8d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | quantity |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Unit cost {#screen-unit-cost-3fe16d89}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | unit-cost |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Batch {#screen-batch-320b5d80}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batch |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### New batch (auto-named) {#screen-batch-no-989d70ba}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batchNo |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | New batch (auto-named) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Mfg date {#screen-mfg-date-f0f0837a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mfg-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Expiry date {#screen-expiry-date-70a46a7e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | expiry-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Bin {#screen-bin-be177b94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bin |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Open\n- Refresh\n- Cancel\n- Create\n- + Add item\n- Remove\n- Move to\n- Close\n- Add\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Bring stock in that no purchase created — opening balances, stock found on count, production output. Posts Dr Inventory / Cr Stock Adjustment Gain at the cost you state.\n- Take stock out that no sale consumed — damage, expiry, shrinkage, internal consumption. Posts Dr Stock Adjustment Loss / Cr Inventory at the batch cost.\n- Posting date decides the financial period. It is fixed once the adjustment has posted.\n- Note for this step (optional)\n- Leave blank to use the item’s standard cost.\n- Bins are a printed instruction; stock is held per warehouse.\n- An adjustment never touches revenue or cost of sales: finding stock is not a sale, and writing it off is not a cost of sale.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock Audit","url":"https://learn.oserp.in/atlas/screens/inventory-stock-audit","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-stock-audit.md","markdown":"---\ntitle: \"Stock Audit\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock Audit in OSERP.\"\n---\n# Stock Audit\n\n**Application address:** `/inventory/stock-audit` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock Audit**, or open `/inventory/stock-audit` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Item {#screen-item-652bcc3a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | item |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search code, name or barcode… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Warehouse {#screen-warehouse-2a625c25}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | warehouse |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All warehouses. Choices loaded from records or configuration are not enumerated here.\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Export CSV\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock Movements","url":"https://learn.oserp.in/atlas/screens/inventory-stock-movements","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-stock-movements.md","markdown":"---\ntitle: \"Stock Movements\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock Movements in OSERP.\"\n---\n# Stock Movements\n\n**Application address:** `/inventory/stock-movements` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock Movements**, or open `/inventory/stock-movements` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### From {#screen-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Warehouse {#screen-warehouse-2a625c25}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | warehouse |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All warehouses. Choices loaded from records or configuration are not enumerated here.\n\n### Movement {#screen-movement-49ba63e8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | movement |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All movements. Choices loaded from records or configuration are not enumerated here.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Export CSV\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock Report","url":"https://learn.oserp.in/atlas/screens/inventory-stock-report","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-stock-report.md","markdown":"---\ntitle: \"Stock Report\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock Report in OSERP.\"\n---\n# Stock Report\n\n**Application address:** `/inventory/stock-report` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock Report**, or open `/inventory/stock-report` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `inventory:read` or `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Apply\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Stock Report — quantity, value, and whether the ledger agrees with the shelves.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Stock Transfers","url":"https://learn.oserp.in/atlas/screens/inventory-transfers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-transfers.md","markdown":"---\ntitle: \"Stock Transfers\"\ndescription: \"Screen location, visible controls, and extracted input facts for Stock Transfers in OSERP.\"\n---\n# Stock Transfers\n\n**Application address:** `/inventory/transfers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Stock Transfers**, or open `/inventory/transfers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `documents:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Source warehouse {#screen-source-warehouse-d0cf2b04}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | source-warehouse |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Destination warehouse {#screen-destination-warehouse-bfcd48e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | destination-warehouse |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reference {#screen-reference-71bf9093}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reference |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. Weekly top-up for Kozhikode {#screen-title-60eb7c3d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Weekly top-up for Kozhikode |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Document date {#screen-document-date-331b273e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Posting date {#screen-posting-date-879cef7b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | posting-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Expected delivery {#screen-expected-delivery-550ab610}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | expected-delivery |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Remarks {#screen-remarks-b5025c73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why this transfer, who asked for it, anything the branch should know {#screen-remarks-6f37584c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Why this transfer, who asked for it, anything the branch should know |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why this transfer, who asked for it, anything the branch should know {#screen-why-this-transfer-who-asked-for-it-anything-the-branch-should-know-6f37584c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | why-this-transfer-who-asked-for-it-anything-the-branch-should-know |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Why this transfer, who asked for it, anything the branch should know |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note for this step (optional) {#screen-note-for-this-step-optional-69d51269}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-for-this-step-optional |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Note for this step (optional) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### ITEM-001 10 ITEM-002 25 {#screen-item-001-10-item-002-25-f251774f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | item-001-10-item-002-25 |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | ITEM-001\t10 ITEM-002\t25 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Find an item that came up short {#screen-find-an-item-that-came-up-short-232a867a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-an-item-that-came-up-short |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find an item that came up short |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Item {#screen-item-652bcc3a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | item |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Quantity {#screen-quantity-822bab8d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | quantity |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Batch {#screen-batch-320b5d80}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batch |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Pick from bin {#screen-pick-from-bin-c87fc636}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | pick-from-bin |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Put away in bin {#screen-put-away-in-bin-ad4826c2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | put-away-in-bin |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Handling notes for this item {#screen-remarks-cc91acfb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Handling notes for this item |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Open\n- Refresh\n- + New Transfer\n- Cancel\n- Create\n- Add many…\n- + Add item\n- Remove\n- Receive with exceptions…\n- Receive everything\n- Move to\n- Print\n- PDF\n- Close\n- Add these items\n- Confirm receipt\n- Add\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No transfers yet. Click + New Transfer.\n- Posting date decides which financial period the journal lands in. Document date is when the paperwork was raised; expected delivery is when the branch should see it.\n- Note for this step (optional)\n- Bins are printed on the pick list for the storeman. Stock is held per warehouse, so a bin does not change the quantities.\n- Dispatch moves the value into Stock in Transit; receipt takes it out into the destination. A transfer moves value at cost and never touches profit.\n- One item per line: code, then quantity, separated by a tab or a comma. Paste straight from a spreadsheet. Rows that cannot be matched are listed back — nothing is guessed.\n- Everything dispatched is counted as arrived unless you say otherwise. Anything short is written off to Transfer Variance at the cost it left, so Stock in Transit clears.\n- Dispatch takes the stock out of the source and into Stock in Transit. Receipt puts it into the destination at the same cost.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Warehouses","url":"https://learn.oserp.in/atlas/screens/inventory-warehouses","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/inventory-warehouses.md","markdown":"---\ntitle: \"Warehouses\"\ndescription: \"Screen location, visible controls, and extracted input facts for Warehouses in OSERP.\"\n---\n# Warehouses\n\n**Application address:** `/inventory/warehouses` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Warehouses**, or open `/inventory/warehouses` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `items:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search warehouses… {#screen-search-warehouses-ec254ac8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-warehouses |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search warehouses… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code * {#screen-code-fbed0b0f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. MAIN |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Sort Order {#screen-sort-order-e604fe94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sortOrder |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (EN) * {#screen-name-a5cfd0d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name (AR) {#screen-name-ar-7ef9b363}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | nameAr |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Leave the address blank to print the branch address on transfer notes. {#screen-address-7efd0618}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | address |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address line 2 {#screen-address-line2-350b2b85}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine2 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### City {#screen-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | city |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### State {#screen-state-a3b50c47}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | state |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### PIN / Postal code {#screen-postal-code-66708774}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | postalCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country {#screen-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Contact Person {#screen-contact-person-2eff260f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | contactPerson |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | tel |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Branch {#screen-branch-id-52656e81}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | branchId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — unassigned —. Choices loaded from records or configuration are not enumerated here.\n\n### Set as Default Warehouse {#screen-is-default-f80fb3f0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isDefault |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Active {#screen-is-active-92340695}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isActive |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- Delete\n- New Warehouse\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Leave the address blank to print the branch address on transfer notes.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Login","url":"https://learn.oserp.in/atlas/screens/login","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/login.md","markdown":"---\ntitle: \"Login\"\ndescription: \"Screen location, visible controls, and extracted input facts for Login in OSERP.\"\n---\n# Login\n\n**Application address:** `/login` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Login**, or open `/login` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search companies by name, country or currency… {#screen-search-companies-by-name-country-or-currency-eab3aa4f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-companies-by-name-country-or-currency |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search companies by name, country or currency… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ›\n- EN\n- عربي\n- ← Back to sign in\n- Forgot password?\n- ← Change email\n- Sign out\n- ‹ Prev\n- Next ›\n- + + Create New Company\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Open a company or create a new one.\n- Enter: Continue  ·  Esc: Back\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Order Book","url":"https://learn.oserp.in/atlas/screens/orders-reports-order-book","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/orders-reports-order-book.md","markdown":"---\ntitle: \"Order Book\"\ndescription: \"Screen location, visible controls, and extracted input facts for Order Book in OSERP.\"\n---\n# Order Book\n\n**Application address:** `/orders/reports/order-book` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Order Book**, or open `/orders/reports/order-book` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `reports:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Channel {#screen-channel-ce4683e7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | channel |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All channels. Choices loaded from records or configuration are not enumerated here.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Order Book — every channel’s orders, where they are sitting and what they are worth.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Order Management","url":"https://learn.oserp.in/atlas/screens/orders","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/orders.md","markdown":"---\ntitle: \"Order Management\"\ndescription: \"Screen location, visible controls, and extracted input facts for Order Management in OSERP.\"\n---\n# Order Management\n\n**Application address:** `/orders` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Order Management**, or open `/orders` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `orders:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Payment method {#screen-payment-method-b948ac04}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | payment-method |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Not set · Cash on delivery · Paid online · Bank transfer · On credit. Choices loaded from records or configuration are not enumerated here.\n\n### Courier {#screen-courier-bbc5df52}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | courier |\n| Location | Screen / contextual panel |\n| Input control | EntityPicker |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Own driver — search to pick a courier |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- All\n- ·\n- Advance →\n- Scan\n- Add photo\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Pay Components","url":"https://learn.oserp.in/atlas/screens/payroll-components","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/payroll-components.md","markdown":"---\ntitle: \"Pay Components\"\ndescription: \"Screen location, visible controls, and extracted input facts for Pay Components in OSERP.\"\n---\n# Pay Components\n\n**Application address:** `/payroll/components` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Pay Components**, or open `/payroll/components` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `payroll:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | BASIC |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Kind {#screen-kind-f5387f9b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | kind |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Posts to {#screen-gl-role-26996f08}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | glRole |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | SALARY_EXPENSE |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Rounding {#screen-rounding-mode-3cd2f471}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingMode |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Unit {#screen-rounding-unit-4e545960}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | roundingUnit |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | 1 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Counts as wages {#screen-is-wage-3f9cc321}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isWage |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Outside remuneration {#screen-excluded-from-remuneration-3f94a3a9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | excludedFromRemuneration |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Never prorated {#screen-no-prorate-84bba569}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | noProrate |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Which statutory calculations this component counts toward. An earning that feeds none is paid but invisible to PF, ESI and tax.\n- Wages in its own right, for the statutory wage definition. \"Outside remuneration\" excludes it from the test entirely — a reimbursement of actual expense, not an allowance.\n- Part of the rule, not the payslip. PF rounds to the nearest rupee, ESI always up. Rounding at the end instead disagrees with the challan by a few rupees a month.\n- The account role this posts through. Accounts resolve by role in GL Mapping; the engine never guesses one.\n- No pay components yet — add the first one above.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Employee Pay","url":"https://learn.oserp.in/atlas/screens/payroll-pay","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/payroll-pay.md","markdown":"---\ntitle: \"Employee Pay\"\ndescription: \"Screen location, visible controls, and extracted input facts for Employee Pay in OSERP.\"\n---\n# Employee Pay\n\n**Application address:** `/payroll/pay` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Employee Pay**, or open `/payroll/pay` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `payroll:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search by name or code {#screen-search-by-name-or-code-5a67496e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-by-name-or-code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by name or code |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Effective from {#screen-effective-from-4f86b19b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | effective-from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Set pay\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- A rise is a new revision, not an edit. The old figures stay, so a payslip already issued can still be re-derived from what was in force when it was issued.\n- No employees on strength in this company.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Payroll Runs","url":"https://learn.oserp.in/atlas/screens/payroll-runs","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/payroll-runs.md","markdown":"---\ntitle: \"Payroll Runs\"\ndescription: \"Screen location, visible controls, and extracted input facts for Payroll Runs in OSERP.\"\n---\n# Payroll Runs\n\n**Application address:** `/payroll/runs` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Payroll Runs**, or open `/payroll/runs` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `payroll:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Type {#screen-run-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | runType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Period from {#screen-period-start-6993d392}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periodStart |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Period to {#screen-period-end-b5f57583}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periodEnd |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Payment date {#screen-payment-date-65d5165f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | paymentDate |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Find by name or code {#screen-find-by-name-or-code-f88285bd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | find-by-name-or-code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Find by name or code |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Approve\n- Payslips\n- Journal\n- Set up India statutory rules\n- Close\n- Open\n- ⓘ\n- Print\n- ·\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- When the money is paid. Some statutory rules follow this date rather than the period.\n- No payroll runs yet — create the first one above.\n- A deduction missing from a payslip with no explanation is indistinguishable from a bug — so each one says why.\n- The rest of the run completed. Correct these and calculate again — one unusable record does not hold up everybody else.\n- This is not a month’s pay. It settles the difference between what this period has already paid and what it should have paid — only the figures that moved are listed.\n- Contributed by the employer in addition to the pay above. Not deducted from you and not part of net pay.\n- The figure contributions are computed on, which is not always the basic salary.\n- Deductions exceeded earnings, so this remains recoverable.\n- A deduction missing from a payslip with no explanation is indistinguishable from a mistake, so each one says why it was not taken.\n- The named totals every rule reads. Nothing reads a pay component directly, so these are what the statutory calculations actually saw.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Slab Offers","url":"https://learn.oserp.in/atlas/screens/pos-offers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos-offers.md","markdown":"---\ntitle: \"Slab Offers\"\ndescription: \"Screen location, visible controls, and extracted input facts for Slab Offers in OSERP.\"\n---\n# Slab Offers\n\n**Application address:** `/pos/offers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Slab Offers**, or open `/pos/offers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search offers… {#screen-so-search-bca9b371}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | so-search |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search offers… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Offer Name {#screen-name-b5355bea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Offer Code {#screen-code-c8041f75}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Offer Type {#screen-so-type-bfe139e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | so-type |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\nDeclared choices: Purchase With Purchase (Bill Value Slab). Choices loaded from records or configuration are not enumerated here.\n\n### Valid From {#screen-valid-from-f38b0e27}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | validFrom |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Valid To {#screen-valid-to-08f199b7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | validTo |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Customer Eligibility {#screen-customer-eligibility-122562a5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | customerEligibility |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: All Customers (Loyalty + Non-Loyalty) · Loyalty Members Only · Non-Loyalty Customers Only. Choices loaded from records or configuration are not enumerated here.\n\n### Bill Value Basis {#screen-bill-value-basis-4b076a79}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | billValueBasis |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Net Payable (after discounts) · Gross Bill Value. Choices loaded from records or configuration are not enumerated here.\n\n### Reward Entitlement Mode {#screen-entitlement-mode-6896fc9b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | entitlementMode |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Highest Qualifying Slab Only · All Unlocked Slabs. Choices loaded from records or configuration are not enumerated here.\n\n### Max Reward Items per Bill {#screen-max-reward-items-per-bill-6c464c24}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | maxRewardItemsPerBill |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Combine with Other Offers {#screen-combinable-f6ca50ba}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | combinable |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Exclude Reward Item from Bill Value {#screen-exclude-reward-from-bill-value-15af4e6a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | excludeRewardFromBillValue |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### All Stores {#screen-store-scope-9f7c26b2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | storeScope |\n| Location | Screen / contextual panel |\n| Input control | radio |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Selected stores {#screen-store-scope-271ca2df}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | storeScope |\n| Location | Screen / contextual panel |\n| Input control | radio |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### — {#screen-branch-ids-bda05058}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | branchIds |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Terms &amp; Conditions {#screen-terms-173f5f9f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | terms |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### How many {#screen-how-many-e2a6ff2c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | how-many |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 1 |\n| Input increment | 1 |\n| Placeholder | How many |\n| Interface explanation | How many |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Bill value {#screen-so-preview-value-890b27d4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | so-preview-value |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type to filter… {#screen-type-to-filter-098156b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type-to-filter |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Type to filter… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Create Slab Offer\n- Back to offers\n- + Reward\n- Remove\n- Remove slab\n- Add Slab\n- Activate Offer\n- Pause Offer\n- Preview\n- Clone Offer\n- ▾\n- — None —\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- What this slab costs at worst — the dearest rewards a bill could take.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Cashier Report","url":"https://learn.oserp.in/atlas/screens/pos-reports-cashiers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos-reports-cashiers.md","markdown":"---\ntitle: \"Cashier Report\"\ndescription: \"Screen location, visible controls, and extracted input facts for Cashier Report in OSERP.\"\n---\n# Cashier Report\n\n**Application address:** `/pos/reports/cashiers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Cashier Report**, or open `/pos/reports/cashiers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Cashier Report — what each cashier took over the period, with their own payment split.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Register Closes","url":"https://learn.oserp.in/atlas/screens/pos-reports-registers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos-reports-registers.md","markdown":"---\ntitle: \"Register Closes\"\ndescription: \"Screen location, visible controls, and extracted input facts for Register Closes in OSERP.\"\n---\n# Register Closes\n\n**Application address:** `/pos/reports/registers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Register Closes**, or open `/pos/reports/registers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Register Closes — every shift, what was expected in the drawer and what was counted.\n- This register has not been closed, so nothing has been counted yet. It is excluded from the totals.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"POS Sales","url":"https://learn.oserp.in/atlas/screens/pos-reports-sales","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos-reports-sales.md","markdown":"---\ntitle: \"POS Sales\"\ndescription: \"Screen location, visible controls, and extracted input facts for POS Sales in OSERP.\"\n---\n# POS Sales\n\n**Application address:** `/pos/reports/sales` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **POS Sales**, or open `/pos/reports/sales` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:sell` or `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- POS Sales — every receipt the till took, with the day’s totals and payment split.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Slab Offer Performance","url":"https://learn.oserp.in/atlas/screens/pos-reports-slab-offers","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos-reports-slab-offers.md","markdown":"---\ntitle: \"Slab Offer Performance\"\ndescription: \"Screen location, visible controls, and extracted input facts for Slab Offer Performance in OSERP.\"\n---\n# Slab Offer Performance\n\n**Application address:** `/pos/reports/slab-offers` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Slab Offer Performance**, or open `/pos/reports/slab-offers` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Offer {#screen-sor-offer-0cf57c63}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sor-offer |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: No slab offers yet.. Choices loaded from records or configuration are not enumerated here.\n\n### From {#screen-sor-from-21819769}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sor-from |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-sor-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sor-to |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Point of Sale","url":"https://learn.oserp.in/atlas/screens/pos","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/pos.md","markdown":"---\ntitle: \"Point of Sale\"\ndescription: \"Screen location, visible controls, and extracted input facts for Point of Sale in OSERP.\"\n---\n# Point of Sale\n\n**Application address:** `/pos` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Point of Sale**, or open `/pos` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:sell`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Printer {#screen-printer-024eac5b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printer |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Interface explanation | Default receipt printer |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### auto {#screen-auto-929260ad}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | auto |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Scan barcode or search item by name / code… (Enter to add) {#screen-scan-barcode-or-search-item-by-name-code-enter-to-add-cf95ba81}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | scan-barcode-or-search-item-by-name-code-enter-to-add |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Scan barcode or search item by name / code…  (Enter to add) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Customer — search or type walk-in {#screen-customer-search-or-type-walk-in-7633e409}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | customer-search-or-type-walk-in |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Customer — search or type walk-in |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### GST % {#screen-gst-112a5865}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gst |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Discount % Most this till allows % {#screen-discount-most-this-till-allows-7c33eb84}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | discount-most-this-till-allows |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Price {#screen-price-93c91c85}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | price |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why? {#screen-why-5d8a995a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | why |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | a reason is needed |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Points to redeem {#screen-points-to-redeem-f8f37c61}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | points-to-redeem |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Placeholder | 0 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Receipt number, customer name or phone — or just pick from today {#screen-receipt-number-customer-name-or-phone-or-just-pick-from-today-a0025a2e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | receipt-number-customer-name-or-phone-or-just-pick-from-today |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Receipt number, customer name or phone — or just pick from today |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reason (damaged, wrong size, changed mind…) {#screen-reason-damaged-wrong-size-changed-mind-d73b6c79}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reason-damaged-wrong-size-changed-mind |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Reason (damaged, wrong size, changed mind…) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Password {#screen-password-e7cf3ef4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | password |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | yes |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Already a customer? {#screen-already-a-customer-ef5e8c82}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | already-a-customer |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search by name, mobile or email |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-display-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | displayName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Mobile {#screen-phone-cbaad3cf}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | PhoneField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### WhatsApp {#screen-whatsapp-6a40edf1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | whatsapp |\n| Location | Screen / contextual panel |\n| Input control | PhoneField |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Customer type {#screen-group-id-4ac86ab4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | groupId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Not set. Choices loaded from records or configuration are not enumerated here.\n\n### Date of birth {#screen-date-of-birth-eb4c4e23}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | dateOfBirth |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Gender {#screen-gender-a04630ef}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gender |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Not set · Male · Female · Other. Choices loaded from records or configuration are not enumerated here.\n\n### State code {#screen-state-code-04a54745}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stateCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### GSTIN For a business customer. A GSTIN files them as an organisation. {#screen-gstin-74960481}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | gstin |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Why is it being voided? {#screen-why-is-it-being-voided-055b1183}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | why-is-it-being-voided |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note (optional) {#screen-note-optional-f9b73e1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-optional |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Note (optional) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Held\n- Returns\n- Exit\n- Lock screen Step away. The shift stays open; your password unlocks it.\n- Leave the till Hand over or go elsewhere in the system. The shift stays open.\n- End shift and close register Count the drawer and finish. Nothing more can be rung on it.\n- Close register\n- Got it\n- Restore sale\n- Discard\n- All\n- History\n- Register “ ”\n- Change the MRP on this line\n- &amp;times;\n- −\n- +\n- Discount %\n- up to\n- Offers\n- Skip Reward\n- Hold\n- Pay\n- Cancel\n- Put on account\n- Void\n- Close\n- Return everything\n- Another sale\n- Send a copy\n- New sale\n- I'm still here\n- Lock now\n- Sign out instead\n- Resume\n- Use them instead\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- This till needs a customer on every sale — search for them, or register the walk-in.\n- A sale this size needs a named customer on this till.\n- Only the name is needed. Everything else can be filled in later on the customer master.\n- &#123;item&#125; is on the shelf at more than one printed price. Sell the pack in the customer's hand.\n- The price is fixed on this till.\n- There is nothing in the cart to hold.\n- This register closes blind — count first, and the expected figures appear once you have.\n- Move the mouse or press any key to stay.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Projects","url":"https://learn.oserp.in/atlas/screens/projects","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/projects.md","markdown":"---\ntitle: \"Projects\"\ndescription: \"Screen location, visible controls, and extracted input facts for Projects in OSERP.\"\n---\n# Projects\n\n**Application address:** `/projects` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Projects**, or open `/projects` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `projects:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Cost, revenue and structure per job — the WBS is the cost object {#screen-cost-revenue-and-structure-per-job-the-wbs-is-the-cost-object-eed716d2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | cost-revenue-and-structure-per-job-the-wbs-is-the-cost-object |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search code, name, manager or type… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Code {#screen-code-340f4630}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. P-2026-001 {#screen-code-8ad56990}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. P-2026-001 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type {#screen-type-baaddf70}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Manager {#screen-manager-8b2085f7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | manager |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name of the site agent or lead {#screen-manager-name-950d9709}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | managerName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Name of the site agent or lead |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Contract value {#screen-contract-value-5d0551c8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | contract-value |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Start date {#screen-start-date-81696931}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | start-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### End date {#screen-end-date-14303aa0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | end-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Remarks {#screen-remarks-b5025c73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Scope, client reference, anything worth keeping {#screen-remarks-7dce5bf5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | remarks |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Scope, client reference, anything worth keeping |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Name of the site agent or lead {#screen-name-of-the-site-agent-or-lead-950d9709}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name-of-the-site-agent-or-lead |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Name of the site agent or lead |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Scope, client reference, anything worth keeping {#screen-scope-client-reference-anything-worth-keeping-7dce5bf5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | scope-client-reference-anything-worth-keeping |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Scope, client reference, anything worth keeping |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount {#screen-amount-49e96d7c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amount |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note {#screen-note-d8da2c49}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Original budget, or why it is being revised {#screen-original-budget-or-why-it-is-being-revised-4fcc3966}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | original-budget-or-why-it-is-being-revised |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Original budget, or why it is being revised |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Settles to {#screen-settles-to-203a5738}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | settles-to |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Share {#screen-share-29887a5f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | share |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Documents {#screen-documents-b4e929d8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | documents |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Everything · Awaiting review. Choices loaded from records or configuration are not enumerated here.\n\n### File {#screen-file-50009ce1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | file |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What is it? {#screen-what-is-it-bbff7b98}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-is-it |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title {#screen-title-7e8cd205}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Against {#screen-against-101a944b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | against |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Revision {#screen-revision-2e516d68}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | revision |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Rev A {#screen-revision-aff36d0f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | revision |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Rev A |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Replaces {#screen-replaces-11755fd7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | replaces |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Method {#screen-method-52a0f9b6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | method |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Forecast cost at completion {#screen-forecast-cost-at-completion-51ad8f23}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | forecast-cost-at-completion |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What the whole job will cost {#screen-what-the-whole-job-will-cost-242dbc5c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-the-whole-job-will-cost |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | What the whole job will cost |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Complete {#screen-complete-143b270a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | complete |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Reading date {#screen-reading-date-ae22393e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | reading-date |\n| Location | Screen / contextual panel |\n| Input control | Field |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. Month 3 valuation {#screen-e-g-month-3-valuation-2fa909b1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | e-g-month-3-valuation |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Month 3 valuation |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. Civil works {#screen-e-g-civil-works-b945c323}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | e-g-civil-works |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Civil works |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Billable {#screen-billable-7c39118b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | billable |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Open\n- Seed project types\n- Refresh\n- + New Project\n- Cancel\n- Create\n- Move to\n- Add budget\n- v ✕\n- Save\n- Settle this period\n- Settles to\n- Reverse\n- ✕\n- + Add receiver\n- File a document\n- Accept\n- Reject\n- Look at it\n- Remove\n- Close\n- File it\n- Record progress\n- Recognise this period\n- + Add phase\n- Save structure\n- Add task\n- Indent\n- Outdent\n- ↑\n- ↓\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- No projects yet. Click + New Project.\n- Pick a user, or name someone who has no login — a site agent or subcontractor lead.\n- What this project files, named the way this kind of work names it. Some of these are records; the ones marked for approval are waiting on somebody.\n- A project collects cost while the work happens. Settlement moves it to where it finally belongs — a capital job onto the balance sheet, a billable job to cost of sales. What moves is whatever is still sitting on the account, so a second run in the same period has nothing to do.\n- Leave this alone and the project type decides. Set it to split one task across more than one receiver — the shares must add to 100%.\n- Cost to cost reads the spend already on the job and divides it by your forecast of the total — so the only figure you type is the forecast. Raise the forecast and progress falls, which is the point.\n- Revenue is earned by progress, not by invoicing. This posts the difference between what progress says you have earned and what is already credited to revenue on this job — so invoices raised in the meantime are not counted twice.\n- Available is budget minus what is spent minus what is already ordered. A budget set on a phase controls everything under it — the tightest one binds.\n- Original budget, or why it is being revised\n- Each entry is a movement, not a replacement — the original and every later revision add up, so the trail survives.\n- Only a released project accepts cost. A closed one accepts nothing — which is what stops a finished job absorbing next year’s spend.\n- Only a task at the bottom of a branch collects cost. Anything with children below it becomes a summary automatically — cost on a summary would be counted twice when the project rolls up.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Unified Purchase Workspace","url":"https://learn.oserp.in/atlas/screens/purchasing-workspace","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/purchasing-workspace.md","markdown":"---\ntitle: \"Unified Purchase Workspace\"\ndescription: \"Screen location, visible controls, and extracted input facts for Unified Purchase Workspace in OSERP.\"\n---\n# Unified Purchase Workspace\n\n**Application address:** `/purchasing/workspace` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Unified Purchase Workspace**, or open `/purchasing/workspace` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `documents:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### TMX-00001 500 TMX-00002 250 {#screen-tmx-00001-500-tmx-00002-250-d6f4f339}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tmx-00001-500-tmx-00002-250 |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | TMX-00001\t500 TMX-00002\t250 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Label stock {#screen-label-stock-29ca8955}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label-stock |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### One label per pack {#screen-one-label-per-pack-e195ea5b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | one-label-per-pack |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: One label per pack · One label per line (shelf edge). Choices loaded from records or configuration are not enumerated here.\n\n### Plan type {#screen-schedule-type-7dbbb4ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | scheduleType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Milestone / progressive · Subscription (monthly periods). Choices loaded from records or configuration are not enumerated here.\n\n### Advance % {#screen-advance-pct-4a8a102e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | advancePct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Retention % {#screen-retention-pct-7075dce2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | retentionPct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Progress steps {#screen-steps-43b60696}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | steps |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Periods {#screen-periods-d6ee0b94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periods |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount / period (blank = total ÷ periods) {#screen-period-amount-0885199d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periodAmount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What is it {#screen-what-is-it-e94968eb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-is-it |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title (optional) {#screen-title-optional-8280fbd6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Item No. {#screen-item-code-36875cfa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Item No. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Description {#screen-description-526e0087}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Description |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### MRP {#screen-mrp-442f1785}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrp |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | MRP |\n| Interface explanation | MRP printed on the pack, tax included |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### auto {#screen-selling-price-929260ad}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sellingPrice |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | auto |\n| Interface explanation | What this batch sells at, tax included. Empty: MRP less the item discount on MRP |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Batch/Lot {#screen-batch-no-1201b0f4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batchNo |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Batch/Lot |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Search currency: *, code, name {#screen-search-currency-code-name-66f395a3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-currency-code-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search currency: *, code, name |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search items: *, code, barcode, name, category, UoM {#screen-search-items-code-barcode-name-category-uo-m-e7ed3993}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-items-code-barcode-name-category-uo-m |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search items: *, code, barcode, name, category, UoM |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Target Stage {#screen-target-stage-19395f2b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | target-stage |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — select stage —. Choices loaded from records or configuration are not enumerated here.\n\n### Select All {#screen-select-all-d1ec69e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | select-all |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### . {#screen-id-cdb4ee2a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | id |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### of {#screen-id-28391d3b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | id |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | any |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Document date {#screen-document-date-331b273e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Posting date {#screen-posting-date-879cef7b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | posting-date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note (optional) {#screen-note-optional-f9b73e1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Reason for advance... |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### lines {#screen-lines-5ea44c39}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | lines |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.01 |\n| Interface explanation | Type what the supplier’s bill actually totals |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type to filter… {#screen-type-to-filter-098156b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type-to-filter |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Type to filter… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Find\n- Add\n- Save Rate\n- Add (Ctrl+A)\n- …\n- ➜\n- Discard\n- Discard draft\n- Submit\n- Billing\n- Raise purchase →\n- Set import landed cost (freight, customs, insurance) — capitalised into inventory on goods receipt\n- Approve\n- Advance →\n- ✕\n- No\n- Print ·\n- Build plan\n- Generate\n- Cancel\n- Save landed cost\n- Back\n- Cannot proceed\n- Remove\n- Toggle direction\n- ...\n- «\n- ‹\n- ›\n- »\n- ○\n- Goods\n- Service\n- Create draft\n- Maximize\n- Close\n- ▾\n- — None —\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- One label per pack, carrying the printed price and a barcode that names the batch — scanning it at the till sells at that lot's price with no MRP to choose.\n- Copy these lines into a new purchase request (back-to-back procurement)\n- How the prices on this document are typed. The figures you see stay as they are; what the ledger stores moves. Fixed once the document posts or a line is carried forward.\n- Cost lands on the element, not the project. Only tasks at the bottom of a branch are listed — a summary would be counted twice on roll-up.\n- Type what the supplier’s bill actually totals\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Unified Sales Workspace","url":"https://learn.oserp.in/atlas/screens/sales-workspace","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/sales-workspace.md","markdown":"---\ntitle: \"Unified Sales Workspace\"\ndescription: \"Screen location, visible controls, and extracted input facts for Unified Sales Workspace in OSERP.\"\n---\n# Unified Sales Workspace\n\n**Application address:** `/sales/workspace` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Unified Sales Workspace**, or open `/sales/workspace` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `documents:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### TMX-00001 500 TMX-00002 250 {#screen-tmx-00001-500-tmx-00002-250-d6f4f339}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | tmx-00001-500-tmx-00002-250 |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | TMX-00001\t500 TMX-00002\t250 |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Label stock {#screen-label-stock-29ca8955}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | label-stock |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### One label per pack {#screen-one-label-per-pack-e195ea5b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | one-label-per-pack |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: One label per pack · One label per line (shelf edge). Choices loaded from records or configuration are not enumerated here.\n\n### Plan type {#screen-schedule-type-7dbbb4ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | scheduleType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Milestone / progressive · Subscription (monthly periods). Choices loaded from records or configuration are not enumerated here.\n\n### Advance % {#screen-advance-pct-4a8a102e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | advancePct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Retention % {#screen-retention-pct-7075dce2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | retentionPct |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Progress steps {#screen-steps-43b60696}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | steps |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Periods {#screen-periods-d6ee0b94}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periods |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Amount / period (blank = total ÷ periods) {#screen-period-amount-0885199d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | periodAmount |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### What is it {#screen-what-is-it-e94968eb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | what-is-it |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Title (optional) {#screen-title-optional-8280fbd6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | title-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Item No. {#screen-item-code-36875cfa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | itemCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Item No. |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Description {#screen-description-526e0087}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | description |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Description |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### MRP {#screen-mrp-442f1785}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | mrp |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | MRP |\n| Interface explanation | MRP printed on the pack, tax included |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### auto {#screen-selling-price-929260ad}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sellingPrice |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | 0.01 |\n| Placeholder | auto |\n| Interface explanation | What this batch sells at, tax included. Empty: MRP less the item discount on MRP |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Batch/Lot {#screen-batch-no-1201b0f4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batchNo |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Batch/Lot |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Search currency: *, code, name {#screen-search-currency-code-name-66f395a3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-currency-code-name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search currency: *, code, name |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Search items: *, code, barcode, name, category, UoM {#screen-search-items-code-barcode-name-category-uo-m-e7ed3993}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-items-code-barcode-name-category-uo-m |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search items: *, code, barcode, name, category, UoM |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Target Stage {#screen-target-stage-19395f2b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | target-stage |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — select stage —. Choices loaded from records or configuration are not enumerated here.\n\n### Select All {#screen-select-all-d1ec69e6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | select-all |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### . {#screen-id-cdb4ee2a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | id |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### of {#screen-id-28391d3b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | id |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Input increment | any |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Document date {#screen-document-date-331b273e}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | document-date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Posting date {#screen-posting-date-879cef7b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | posting-date |\n| Location | Screen / contextual panel |\n| Input control | date |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note (optional) {#screen-note-optional-f9b73e1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Reason for advance... |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### lines {#screen-lines-5ea44c39}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | lines |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Input increment | 0.01 |\n| Interface explanation | Type what the supplier’s bill actually totals |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Type to filter… {#screen-type-to-filter-098156b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type-to-filter |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Type to filter… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Find\n- Add\n- Save Rate\n- Add (Ctrl+A)\n- …\n- ➜\n- Discard\n- Discard draft\n- Submit\n- Billing\n- Raise purchase →\n- Set import landed cost (freight, customs, insurance) — capitalised into inventory on goods receipt\n- Approve\n- Advance →\n- ✕\n- No\n- Print ·\n- Build plan\n- Generate\n- Cancel\n- Save landed cost\n- Back\n- Cannot proceed\n- Remove\n- Toggle direction\n- ...\n- «\n- ‹\n- ›\n- »\n- ○\n- Goods\n- Service\n- Create draft\n- Maximize\n- Close\n- ▾\n- — None —\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- One label per pack, carrying the printed price and a barcode that names the batch — scanning it at the till sells at that lot's price with no MRP to choose.\n- Copy these lines into a new purchase request (back-to-back procurement)\n- How the prices on this document are typed. The figures you see stay as they are; what the ledger stores moves. Fixed once the document posts or a line is carried forward.\n- Cost lands on the element, not the project. Only tasks at the bottom of a branch are listed — a summary would be counted twice on roll-up.\n- Type what the supplier’s bill actually totals\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Choose your password","url":"https://learn.oserp.in/atlas/screens/set-password","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/set-password.md","markdown":"---\ntitle: \"Choose your password\"\ndescription: \"Screen location, visible controls, and extracted input facts for Choose your password in OSERP.\"\n---\n# Choose your password\n\n**Application address:** `/set-password` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Choose your password**, or open `/set-password` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### · new password ▸ {#screen-new-password-50cd5a2b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | new-password |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- EN\n- عربي\n- Request a new link\n- ↵ Go to sign in\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"GL Mapping Engine","url":"https://learn.oserp.in/atlas/screens/settings-gl-mapping","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/settings-gl-mapping.md","markdown":"---\ntitle: \"GL Mapping Engine\"\ndescription: \"Screen location, visible controls, and extracted input facts for GL Mapping Engine in OSERP.\"\n---\n# GL Mapping Engine\n\n**Application address:** `/settings/gl-mapping` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **GL Mapping Engine**, or open `/settings/gl-mapping` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `gl:read`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Type to filter… {#screen-type-to-filter-098156b3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | type-to-filter |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Type to filter… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. REVENUE {#screen-code-2e58e1fa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. REVENUE |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### e.g. SO_INVOICE {#screen-code-48f398f1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. SO_INVOICE |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### e.g. JV {#screen-voucher-type-code-396e7bd5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | voucherTypeCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. JV |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. INVOICE, AP_INVOICE {#screen-stage-ecbf5712}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stage |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. INVOICE, AP_INVOICE |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### e.g. LOCAL, TAX {#screen-code-f957ac67}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. LOCAL, TAX |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### e.g. Local GAAP {#screen-name-582120c4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Local GAAP |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. AED {#screen-currency-code-be48957d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | currencyCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. AED |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. Block GBP sales {#screen-name-62036a95}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Block GBP sales |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. INVOICE {#screen-stage-85dfda45}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stage |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. INVOICE |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### currencyCode, bp.group, … {#screen-field-63e4b868}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | field |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | currencyCode, bp.group, … |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. GBP {#screen-value-47fcff68}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | value |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. GBP |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. CC-SALES {#screen-code-4c6e1f20}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | code |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. CC-SALES |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### e.g. Sales Department {#screen-name-9f5699d1}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. Sales Department |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### e.g. INV-1001 {#screen-source-document-no-a941baa4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | sourceDocumentNo |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. INV-1001 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ▾\n- — None —\n- up\n- down\n- ✕\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- GL Mapping Engine · configure auto-JE per stage\n- Which document stages create a journal entry, in which book, from which template.\n- No stage posting rules. Click Seed Defaults or + Configure Stage.\n- Which ledger account each role resolves to. Lower priority wins; keep an unconditional fallback.\n- Ranked from your chart of accounts (name + group nature). Click Use to create the mapping rule.\n- The engine’s vocabulary. A template names a role; a mapping rule points it at a real account.\n- No account roles. Click Seed Defaults.\n- The journal recipe: which roles are debited and credited, and on what amount.\n- No posting templates. Click Seed Defaults or + New Template.\n- Parallel ledgers — one document posts a balanced JE per active book (e.g. IFRS + local GAAP + tax).\n- No accounting books. Click Seed Defaults (creates the leading book) or + Add Book.\n- BLOCK stops a posting; WARN shows a caution in the confirmation popup. Evaluated against the document before its journal entry.\n- No validations. Click + New Validation.\n- Open periods accept postings; Closed/Locked periods reject them. Posting into a closed or locked period is blocked across the whole system.\n- No periods. Generate a fiscal year to begin.\n- Analytic dimensions tag journal lines so reports can be sliced by cost centre, profit centre, segment, or project.\n- Spread revenue straight-line across periods. Running recognition posts Dr Deferred Revenue · Cr Revenue for every period now due.\n- Replays your recent documents through the engine. Tick “candidate rule” to preview the impact of a mapping change before you save it.\n- Run What-If to replay recent documents.\n- A versioned, restorable history of your entire GL configuration. Restore rolls back roles, templates, stage matrix, rules and books (a safety snapshot is taken first).\n- Feed the engine amounts and see the journal it would produce — without touching a document.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Order Stages","url":"https://learn.oserp.in/atlas/screens/settings-order-stages","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/settings-order-stages.md","markdown":"---\ntitle: \"Order Stages\"\ndescription: \"Screen location, visible controls, and extracted input facts for Order Stages in OSERP.\"\n---\n# Order Stages\n\n**Application address:** `/settings/order-stages` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Order Stages**, or open `/settings/order-stages` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `orders:manage` or `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- ↑\n- ↓\n- ✕\n- ＋ Add stage\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Payment Types","url":"https://learn.oserp.in/atlas/screens/settings-payment-types","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/settings-payment-types.md","markdown":"---\ntitle: \"Payment Types\"\ndescription: \"Screen location, visible controls, and extracted input facts for Payment Types in OSERP.\"\n---\n# Payment Types\n\n**Application address:** `/settings/payment-types` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Payment Types**, or open `/settings/payment-types` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `pos:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Name {#screen-name-dcd1d522}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | e.g. UPI, Gift Card |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Kind {#screen-kind-f5387f9b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | kind |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### GL account (reconciliation) {#screen-ledger-id-44aaa757}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | ledgerId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — unmapped —. Choices loaded from records or configuration are not enumerated here.\n\n### Cash-like (can give change) {#screen-gives-change-c0762240}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | givesChange |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Default tender {#screen-is-default-8b07d335}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isDefault |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Print Layouts","url":"https://learn.oserp.in/atlas/screens/settings-print-layouts","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/settings-print-layouts.md","markdown":"---\ntitle: \"Print Layouts\"\ndescription: \"Screen location, visible controls, and extracted input facts for Print Layouts in OSERP.\"\n---\n# Print Layouts\n\n**Application address:** `/settings/print-layouts` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Print Layouts**, or open `/settings/print-layouts` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `print:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Paper Size {#screen-paper-size-ac43e4e4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | paper-size |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Margins (mm) {#screen-margins-mm-3b03038a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | margins-mm |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Minimum | 0 |\n| Maximum | 60 |\n| Input increment | 0.5 |\n| Interface explanation | Top |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Portrait\n- Landscape\n- &#123;&#123; &#125;&#125;\n- Revision\n- Reset to Default\n- HTML\n- CSS\n- Preview\n- EN\n- AR\n- Preview PDF\n- Save Layout\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Setup","url":"https://learn.oserp.in/atlas/screens/setup","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/setup.md","markdown":"---\ntitle: \"Setup\"\ndescription: \"Screen location, visible controls, and extracted input facts for Setup in OSERP.\"\n---\n# Setup\n\n**Application address:** `/setup` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Setup**, or open `/setup` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Company Name * {#screen-name-e1768a96}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Legal / Registered Name {#screen-legal-name-b881fef5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | legalName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Business Type {#screen-business-type-0bf8d33f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | businessType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### Industry {#screen-industry-b44484a0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | industry |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### License / Registration No. {#screen-reg-number-e5a6ac5a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | regNumber |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Upload Logo {#screen-upload-logo-5a5185d7}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | upload-logo |\n| Location | Screen / contextual panel |\n| Input control | file |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Print Name {#screen-print-name-2c332ef9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printName |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Extra Print Line {#screen-print-extra-line-8cb40e9d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printExtraLine |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Print Address {#screen-print-address-f9ca84f4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printAddress |\n| Location | Screen / contextual panel |\n| Input control | textarea |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Label {#screen-print-tax-label-ce79ce1f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printTaxLabel |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax / GST Number {#screen-print-tax-number-08f2909c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printTaxNumber |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Registration Label {#screen-print-reg-label-8e91dcf6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printRegLabel |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### IEC / Registration Number {#screen-print-reg-number-d8903a73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | printRegNumber |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country * {#screen-country-776f755f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search country… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### State / Province / Emirate {#screen-state-43c35baa}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | state |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: — Select —. Choices loaded from records or configuration are not enumerated here.\n\n### City {#screen-city-fc33f732}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | city |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Postal / ZIP Code {#screen-postal-code-ac3506fe}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | postalCode |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address Line 1 {#screen-address-line1-19f2c611}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine1 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Address Line 2 {#screen-address-line2-5a494c74}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | addressLine2 |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Phone {#screen-phone-63dceb88}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | phone |\n| Location | Screen / contextual panel |\n| Input control | tel |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Email {#screen-email-969ccbd3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | email |\n| Location | Screen / contextual panel |\n| Input control | email |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Website {#screen-website-b5a229ac}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | website |\n| Location | Screen / contextual panel |\n| Input control | url |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | https:// |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Regime {#screen-tax-regime-aae8f551}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxRegime |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Regime {#screen-tax-number-aae8f551}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | taxNumber |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Fiscal Year {#screen-fiscal-year-start-48796b1f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | fiscalYearStart |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Base Currency {#screen-base-currency-d7c7a6ea}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | baseCurrency |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Costing Method {#screen-costing-method-6d220998}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | costingMethod |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: FIFO (First In, First Out) · Weighted Average (Moving Average) · Standard Cost. Choices loaded from records or configuration are not enumerated here.\n\n### Amount Decimal Places {#screen-amount-decimals-106de606}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | amountDecimals |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: 0 · 2 · 3 · 4. Choices loaded from records or configuration are not enumerated here.\n\n### Payroll Cycle {#screen-payroll-cycle-af100d41}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | payrollCycle |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Monthly · Bi-Monthly · Weekly. Choices loaded from records or configuration are not enumerated here.\n\n### Company Name {#screen-name-b4836224}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Country {#screen-country-701d021d}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | country |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Tax Registered? {#screen-is-tax-registered-76c36bd2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isTaxRegistered |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Company Logo {#screen-company-logo-d6e2a199}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | company-logo |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Chart of Accounts {#screen-chart-of-accounts-55a822c3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | chart-of-accounts |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Inventory {#screen-inventory-758f487f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | inventory |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Warehouses {#screen-warehouses-fdcd9efd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | warehouses |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Bins / Racks {#screen-bins-racks-70606f73}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | bins-racks |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Batch Tracking {#screen-batch-tracking-9e6526de}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | batch-tracking |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Serial Numbers {#screen-serial-numbers-91d03c16}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | serial-numbers |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Negative Stock {#screen-negative-stock-75818ca5}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | negative-stock |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Multi-Currency {#screen-multi-currency-b0c0b860}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | multi-currency |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Cost Centres {#screen-cost-centres-5a7035ae}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | cost-centres |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Budget Management {#screen-budget-management-dc4d6b17}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | budget-management |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Project Accounting {#screen-project-accounting-850aa244}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | project-accounting |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Payroll {#screen-payroll-53fe8dfb}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | payroll |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Point of Sale (POS) {#screen-point-of-sale-pos-9ee3e300}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | point-of-sale-pos |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Approval Workflows {#screen-approval-workflows-0fd23a01}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | approval-workflows |\n| Location | Screen / contextual panel |\n| Input control | ReviewRow |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- EN\n- عربي\n- Remove Logo\n- Yes\n- No\n- groups · accounts\n- 📋 Start blank (import later)\n- Back\n- Next ›\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- Enable stock tracking and goods management\n- Multi-location stock management\n- Granular bin and shelf locations within warehouses\n- Track goods by batch / lot number\n- Track each unit by unique serial number\n- Allow stock levels to go below zero\n- Transact and report in multiple currencies\n- Track profit &amp; loss by department or division\n- Set budgets and compare against actuals\n- Track income and expenses by project\n- Manage employee salaries and payslips\n- Retail checkout and sales management\n- Require approvals before posting vouchers\n- Review your company details before creating.\n- Alt+Left: Back · Alt+D: Dashboard · Enter: Next · Ctrl+Enter: Create\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Tray","url":"https://learn.oserp.in/atlas/screens/tray","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/tray.md","markdown":"---\ntitle: \"Tray\"\ndescription: \"Screen location, visible controls, and extracted input facts for Tray in OSERP.\"\n---\n# Tray\n\n**Application address:** `/tray` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Tray**, or open `/tray` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Search this folder… {#screen-search-this-folder-8339bb01}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | search-this-folder |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Search this folder… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Note (optional) {#screen-note-optional-f9b73e1a}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | note-optional |\n| Location | Screen / contextual panel |\n| Input control | text |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Note (optional) |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### To {#screen-to-f4b06ef6}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | to |\n| Location | Screen / contextual panel |\n| Input control | search |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Type a name… |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Refresh\n- Clear\n- Dismiss\n- Cancel\n\n## Help text and messages\n\nThe following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.\n\n- j k move · Enter reads · x ticks · / searches · &#91; &#93; change folder · Esc closes\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Approvals & Workflow","url":"https://learn.oserp.in/atlas/screens/workflow","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/workflow.md","markdown":"---\ntitle: \"Approvals & Workflow\"\ndescription: \"Screen location, visible controls, and extracted input facts for Approvals & Workflow in OSERP.\"\n---\n# Approvals & Workflow\n\n**Application address:** `/workflow` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Approvals & Workflow**, or open `/workflow` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** `settings:manage`\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\n### Rule name {#screen-name-7c9de4e8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | name |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Large purchase approval |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Applies to {#screen-process-type-6687458b}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | processType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Stage (or ALL) {#screen-stage-e31811d9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stage |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | ALL |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### When {#screen-field-cf9c7aa2}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | field |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### &amp;nbsp; {#screen-op-610c35ce}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | op |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### HIGH {#screen-value-b43e72ee}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | value |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Then {#screen-action-0597f441}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | action |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Level {#screen-level-1709305c}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | level |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Message shown on route / block (optional) {#screen-message-81d09472}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | message |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | Purchases over ₹1,00,000 need a manager's approval. |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Gate at stage (or ALL) {#screen-start-stage-97c9d1d3}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | startStage |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | ALL |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Only if (optional) {#screen-field-44faf446}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | field |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Allow self-approval (solo companies) {#screen-allow-self-approval-61ba478f}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | allowSelfApproval |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### When it enters stage {#screen-stage-f28932c9}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stage |\n| Location | Screen / contextual panel |\n| Input control | input |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | SALES_ORDER |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Assign to {#screen-assign-type-289e2f74}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | assignType |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\nDeclared choices: Document creator · Specific user · Role (team). Choices loaded from records or configuration are not enumerated here.\n\n### Who {#screen-assignee-id-c17b94b8}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | assigneeId |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |\n\n### Due in (hours) {#screen-sla-hours-8c158dd4}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | slaHours |\n| Location | Screen / contextual panel |\n| Input control | number |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Placeholder | 24 |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Priority {#screen-priority-d60dbba0}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | priority |\n| Location | Screen / contextual panel |\n| Input control | select |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Default for new documents {#screen-is-default-f615cafd}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | isDefault |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n### Stages in this flow (lifecycle order) {#screen-stages-sel-c7809366}\n\n| Property | Reference |\n| --- | --- |\n| Reference key | stagesSel |\n| Location | Screen / contextual panel |\n| Input control | checkbox |\n| Required in interface | not declared on control |\n| Maximum characters | Not explicitly declared on this control |\n| Editing | No disabled/read-only condition declared directly on this control. |\n\n## Named actions\n\nThese are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.\n\n- Edit\n- ✕\n- Cancel\n- + Add level\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Workspace","url":"https://learn.oserp.in/atlas/screens/workspace","markdownUrl":"https://learn.oserp.in/markdown/atlas/screens/workspace.md","markdown":"---\ntitle: \"Workspace\"\ndescription: \"Screen location, visible controls, and extracted input facts for Workspace in OSERP.\"\n---\n# Workspace\n\n**Application address:** `/workspace` · **Product baseline:** 0.4.0\n\n::: info Reference status\nScreen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.\n:::\n\n## Open this screen\n\nUse OSERP navigation to find **Workspace**, or open `/workspace` on your OSERP application after signing in. Confirm the active company before reading or changing records.\n\n**Menu access:** No explicit menu permission entry; application authentication and operation permissions still apply.\n\nMenu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.\n\n## Fields and input controls\n\nLimits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read [how field limits work](/atlas/field-limits). Labels may differ with language and configuration.\n\nNo stable field labels were extracted automatically. This screen needs a manual component review; it must not be interpreted as having no fields.\n\n## Verification still required\n\nBusiness purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.\n\nSee the [operating manual](/manual/), [coverage register](/reference/coverage), and [troubleshooting guide](/reference/troubleshooting).\n"},{"title":"Practice assessments","url":"https://learn.oserp.in/courses/assessments","markdownUrl":"https://learn.oserp.in/markdown/courses/assessments.md","markdown":"---\ndescription: OSERP practice questions and model explanations for company setup, inventory, pricing, finance, POS, and approvals.\n---\n# Practice assessments\n\nThese questions test understanding. They are self-assessments, not a controlled examination or professional certification.\n\n## Foundation questions\n\n1. An item was created successfully, but its warehouse stock is zero. What should you investigate?\n2. A field has no `maxLength` declaration in the interface. Can you promise it accepts unlimited text?\n3. Why might a cashier see fewer screens than an administrator?\n4. A customer paid, but an invoice remains open. What distinction should you check?\n5. A company has configured periods, but the journal date is outside all of them. What does the reviewed guard do?\n6. What is the difference between blank Discount on MRP and a value of zero?\n7. Does choosing Hold approve a document?\n8. Does leaving the till close the register?\n9. Does posting payroll prove the employees have been paid?\n10. Why should an AI answer include the source page and product version?\n\n## Model explanations\n\n1. Creating the master does not receive stock. Check the receipt/opening workflow, stock-tracking choice, company, warehouse, and posting/movement result.\n2. No. Server validation, storage, and request-size limits can differ. The reference should say that no explicit interface maximum was found.\n3. Menu visibility depends on permissions and relevant configuration. Action permissions remain separately enforced.\n4. A receipt and its allocation to an invoice are separate records of business meaning. Check the partner, currency, and allocation result.\n5. It refuses posting when a configured calendar has no period covering the date. An entirely unconfigured calendar is handled differently.\n6. Blank means no configured MRP-discount pricing choice. Zero is an explicit zero-percent discount; it can therefore select a different pricing path.\n7. No. Hold leaves the request open and blocking. Ask and Watch also do not make an approval decision.\n8. No. Leave keeps the shift open. End shift and close register is a separate action with counting/reconciliation.\n9. No. Calculation, approval, posting, and actual payment are separate facts.\n10. Software behavior changes, and the academy distinguishes verified details from extracted or unresolved content. A source lets the reader check the claim.\n\n## Practical assessment rubric\n\n| Criterion | Evidence required |\n| --- | --- |\n| Correct context | Company, period, role, and relevant master records identified |\n| Correct entry | Inputs and units match the intended demonstration event |\n| Controlled action | Required approval/status/posting sequence followed |\n| Result verification | Saved document and applicable report effects inspected |\n| Exception handling | Failure or discrepancy recorded without inventing success |\n| Explanation | Learner explains why the result occurred |\n\nAn assessor should review evidence rather than awarding completion for clicking through pages. Future formal assessment needs controlled question banks, versioned rubrics, identity checks, appeals, and a credential policy.\n"},{"title":"Certification roadmap","url":"https://learn.oserp.in/courses/certification","markdownUrl":"https://learn.oserp.in/markdown/courses/certification.md","markdown":"---\ndescription: OSERP Academy's planned progression toward structured assessment, verifiable certificates, and future external recognition.\n---\n# Certification roadmap\n\nOSERP Academy is being structured so its learning material can support future assessment. **No international accreditation, external recognition, or accredited qualification is claimed in this edition.**\n\n## Proposed progression\n\n| Stage | Educational purpose | Prerequisites for launch |\n| --- | --- | --- |\n| Foundation completion | Demonstrate basic operating understanding | Reviewed lessons and completion criteria |\n| Role proficiency | Perform finance, retail, inventory, or administration tasks | Versioned practical assessment and assessor rubric |\n| Implementation proficiency | Configure and validate business workflows | Audited scenarios, supervised assessment, and change-control knowledge |\n| External recognition | Align learning/assessment with an identified partner's requirements | Formal agreement, required review, and approved claims |\n\nThese are proposed levels, not currently available credentials.\n\n## Content prepared for assessment\n\nLessons use stable identifiers, learning outcomes, prerequisites, exercises, and evidence expectations. Product versions must accompany practical assessments so that changed behavior does not invalidate an unexplained marking scheme.\n\nFuture learner accounts, progress tracking, question banks, examination attempts, identity checks, certificate IDs, public verification, expiration/renewal rules, and appeals should be implemented as a separate assessed-learning service. The public manual can remain accessible without requiring learner registration.\n\n## International expansion\n\nChoose the intended countries, professional audiences, and recognition partners before claiming a particular pathway. Translate and review material in the relevant languages, validate local examples with qualified reviewers, and maintain separate product-operation facts and jurisdiction-specific teaching.\n\nNo badge, course title, or downloadable document should imply accreditation before the required recognition has actually been secured.\n"},{"title":"Foundations workbook","url":"https://learn.oserp.in/courses/foundations","markdownUrl":"https://learn.oserp.in/markdown/courses/foundations.md","markdown":"---\ndescription: Practical OSERP foundation lessons with objectives, prerequisites, exercises, evidence, and reflection.\n---\n# Foundations workbook\n\n**Course identifier:** OSERP-FND-001 · **Prerequisite:** access to an authorized demonstration company · **Assessment:** self-study practical exercises.\n\n## Lesson FND-01: establish context\n\n**Objective:** identify the company and distinguish master records, transactions, and reports.\n\nRead [Welcome to OSERP](/start/). Find the active company and an existing item. Open a report and identify its date range. Record the screen names and filters, without including private customer or employee data.\n\n**Completion evidence:** explain why a record in one company should not be assumed to exist in another. Name one master record, one transaction, and one report.\n\n## Lesson FND-02: configure a demonstration company\n\n**Objective:** explain the six setup steps and the consequence of base currency.\n\nRead [Company Setup](/start/company-setup). Prepare a fictional identity, location, base currency, fiscal-year start, and module choices. If authorized to create demonstration companies, complete setup and inspect the saved profile. Otherwise prepare the configuration worksheet without creating anything.\n\n**Completion evidence:** record the chosen currency and year start, explain which values were suggested, and identify what must be configured before posting. Explain why changing base currency after posting is restricted.\n\n## Lesson FND-03: create a useful item\n\n**Objective:** distinguish identity, quantity interpretation, pricing, and stock behavior.\n\nRead [Item Master](/atlas/item-master). Create a fictional stock item with a clear name and base unit. Review its Stock Tracked value and pricing basis. Save, reopen, and compare the values. Add a purchase-unit conversion only when its meaning is understood.\n\n**Completion evidence:** explain why saving the item does not create stock. Calculate the base units represented by a case of twelve. Explain the difference between standard cost and current warehouse value.\n\n## Lesson FND-04: trace a transaction\n\n**Objective:** distinguish saving, approving, fulfilling, posting, and paying.\n\nRead [Your First Sale](/start/first-sale). Follow the demonstration path approved for your company. Keep the document or receipt reference and inspect the supported stock/accounting outcome.\n\n**Completion evidence:** a small worksheet with action, status, reference, expected result, actual result, and discrepancy. If the environment cannot complete the transaction, record the blocker rather than marking it complete.\n\n## Lesson FND-05: investigate an exception\n\n**Objective:** describe a problem precisely and choose a safe next step.\n\nRead [Troubleshooting](/reference/troubleshooting). Consider a journal rejected for a date outside the calendar, a sale showing an unexpected price, or a stock balance disagreeing with lots. Identify the screen, context, evidence, and person who can resolve it.\n\n**Completion evidence:** explain why repeating a write after a timeout can be unsafe and what to check first.\n\n## Self-study completion record\n\nKeep course ID, lesson IDs, product version, demonstration company, date, evidence references, unresolved issues, and reviewer name if someone assessed the work. This record is learning evidence, not an accredited certificate.\n"},{"title":"Choose your learning path","url":"https://learn.oserp.in/courses/","markdownUrl":"https://learn.oserp.in/markdown/courses/index.md","markdown":"---\ndescription: Choose an OSERP learning path for operators, accountants, retail teams, administrators, or implementers.\n---\n# Choose your learning path\n\nLearn a complete business task, practise it in a demonstration company, and explain the result. The courses reuse the operating manual and Atlas so that training and support refer to the same product facts.\n\n| Path | Study sequence | Practical outcome |\n| --- | --- | --- |\n| Foundations | Start Here → Company Setup → Navigation → First Sale | Explain company context and trace a transaction |\n| Finance operator | Foundations → Accounting → Partners → Documents | Enter and review a journal, statement, and allocation |\n| Inventory specialist | Foundations → Item Master → Inventory → Purchasing | Explain units, receive stock, and reconcile a movement |\n| Retail operator | Foundations → POS → Pricing → Troubleshooting | Prepare a shift, review a sale, and explain a close variance |\n| People/payroll operator | Foundations → People and Payroll → Approvals | Distinguish employment, calculation, approval, posting, and payment |\n| Administrator | Foundations → Administration → Company Atlas → Workflows | Configure scoped access and verify a consequential change |\n| Implementation practitioner | All relevant operator paths → Field Limits → Coverage | Map requirements to verified behavior and identify gaps |\n\n## Study method\n\n1. Read the learning objective.\n2. Follow the relevant guide and consult field references.\n3. Perform the exercise in a demonstration company.\n4. Record the document/reference and expected versus actual result.\n5. Answer the self-assessment and explain any discrepancy.\n\nBegin with the [Foundations workbook](/courses/foundations), then use the [practice assessments](/courses/assessments).\n\n## Progress and credentials\n\nThis edition provides self-study content and exercises. It does not store learner progress, conduct proctored examinations, or issue accredited qualifications. The [certification roadmap](/courses/certification) describes the intended educational structure without claiming recognition that has not been obtained.\n"},{"title":"OSERP Academy","url":"https://learn.oserp.in/","markdownUrl":"https://learn.oserp.in/markdown/index.md","markdown":"---\nlayout: home\ntitle: OSERP Academy\ndescription: The home of OSERP learning. Start with the essentials, master daily work, and explore every screen with OSERP Atlas.\nhero:\n  name: OSERP Academy\n  text: Know your business. Master your system.\n  tagline: From your first company to your daily close. Practical learning, operating guides, and OSERP Atlas — your growing reference for every screen and field.\n  actions:\n    - theme: brand\n      text: Begin your journey →\n      link: /start/\n    - theme: alt\n      text: Explore OSERP Atlas\n      link: /atlas/\nfeatures:\n  - title: Learn from the beginning\n    details: Set up a company, understand the controls, and follow a practical path to your first transaction.\n    link: /start/\n    linkText: Start with the foundations\n  - title: Find the exact answer\n    details: Look up a screen, field, permission, or workflow. See the difference between configuration, action, and result.\n    link: /atlas/\n    linkText: Open the reference\n  - title: Build professional confidence\n    details: Work through role-based learning paths, realistic exercises, and self-assessments at your own pace.\n    link: /courses/\n    linkText: Choose your learning path\n---\n\n<div class=\"academy-intro\">\n<div class=\"eyebrow\">The OSERP knowledge collection</div>\n<h2>One place to learn. A reference to return to.</h2>\n<p>For the cashier serving a customer, the accountant explaining a balance, and the administrator setting up a business. Learn the reason behind each step, then keep the reference close as you work.</p>\n</div>\n\n<div class=\"academy-intro\">\n<div class=\"eyebrow\">Built to be trusted</div>\n<h2>Clear evidence. Visible coverage.</h2>\n<p>This founding edition combines reviewed guides with a screen inventory extracted from OSERP. Each reference states what has been checked. The coverage register identifies details still awaiting operational verification; it does not equate an inventory with a complete user manual.</p>\n<p><a href=\"/reference/coverage\">View documentation coverage →</a> · <a href=\"/ai/\">Read with an AI assistant →</a></p>\n</div>\n"},{"title":"Accounting and period close","url":"https://learn.oserp.in/manual/accounting","markdownUrl":"https://learn.oserp.in/markdown/manual/accounting.md","markdown":"---\ndescription: Use OSERP ledgers, journals, allocation screens, financial reports, and posting-period controls.\n---\n# Accounting and period close\n\nAccounting work begins with the company, chart of accounts, currency, and period. The ledger structure and posting rules determine how operational activity appears in the books. A balanced report is necessary, but it does not by itself prove that the correct accounts or dates were used.\n\n## Prepare the accounts\n\nUse [Account Groups](/atlas/screens/accounting-groups) to organize accounts and [Ledgers](/atlas/screens/accounting-ledgers) to maintain individual posting accounts. Review the classification and intended use with the person responsible for accounting policy. Link operational posting rules to the appropriate accounts before processing transactions.\n\n**GL Mapping** at `/settings/gl-mapping` controls configured posting behavior. Review the applicable document/stage combination and account determination. A sale that has been operationally completed can still need investigation if its accounting stage failed.\n\n## Enter a journal\n\nOpen [Journal Entry](/atlas/screens/finance-journal-entry). Select the voucher type and date, enter a reference and narration where appropriate, and add ledger lines. Use a narration that explains the business event, not only a repetition of the amount.\n\nThe reviewed voucher normalizer requires at least **two lines** and a positive total debit. It totals base-currency debits and credits and rejects an imbalance greater than **0.01**. A small difference up to that threshold is adjusted in the normalization logic; review the posted base values when reconciling foreign-currency rounding.\n\nFor foreign-currency lines, the exchange rate is required and must be greater than zero. The system resolves the company's base currency rather than assuming every company uses the same currency. A revaluation adjustment has special base-only handling; ordinary journal users should not substitute that for a normal foreign-currency transaction.\n\nReview the transaction and use the permitted save/post workflow. Confirm its final status and trace the posted lines into General Ledger. Saving a form alone does not prove posting succeeded.\n\n## Understand the dates\n\nVoucher date determines the accounting date. Document date can describe the original supporting document. Baseline date, due date, and value date serve different settlement or reporting purposes. Do not change the accounting date solely to make an overdue receivable appear current.\n\nPayment terms determine expected settlement timing. Confirm whether an inherited term or a manually entered due date is responsible for the value on the document.\n\n## Allocate money to open items\n\nUse [Allocate Receipts](/atlas/screens/accounting-allocate-receipts) for incoming settlements, [Allocate Payments](/atlas/screens/accounting-allocate-payments) for outgoing settlements, and [Allocate COD](/atlas/screens/accounting-allocate-cod) for supported courier cash-on-delivery reconciliation.\n\nSelect the correct partner, currency, and open documents. Allocate only the amount actually being settled. A payment record and allocation to an invoice are separate facts; an unallocated receipt can exist while an invoice remains open.\n\nFor a short courier payout, compare the collections covered, amount received, fees, and residual balance. Do not assume an unexplained difference is automatically a write-off.\n\n## Select the right report\n\n| Report | Question it helps answer |\n| --- | --- |\n| Trial Balance | What are the account balances at the selected point or period? |\n| General Ledger | Which posted lines explain an account balance? |\n| Day Book | What voucher activity occurred in the selected period? |\n| Profit and Loss | What income and expense activity contributes to the result? |\n| Balance Sheet | What asset, liability, and equity balances are represented? |\n| Cash Flow | How does the configured report classify cash movement? |\n| Customer / Supplier Statement | Which partner transactions and settlements explain the balance? |\n| Tax Summary | What tax amounts are represented by the selected activity? |\n\nUse consistent filters when comparing reports. Exported data should be checked for its company, date range, currency, and status selection before sharing.\n\n## Posting periods and close\n\nThe reviewed period guard allows a date in an **OPEN** period and refuses dates in **CLOSED** or **LOCKED** periods. When a company has a calendar but no period covers the date, posting is refused. When no calendar exists at all, this guard is permissive. Therefore a business that needs period controls must actually configure and maintain its calendar.\n\nA close routine should reconcile operational documents, stock, receivables, payables, cash/bank balances, tax, and adjustment journals before locking the period through the supported administration process. Keep approval evidence and report copies according to business policy.\n\n## Troubleshooting\n\nFor an imbalance, inspect line currencies, rates, and entered debit/credit values. For a period refusal, check the date and defined calendar. For a missing posting, inspect document status and posting messages before entering a replacement journal. For a wrong balance, drill to the contributing records rather than editing a master balance to force agreement.\n"},{"title":"Administration and access","url":"https://learn.oserp.in/manual/administration","markdownUrl":"https://learn.oserp.in/markdown/manual/administration.md","markdown":"---\ndescription: Configure OSERP company settings, user permissions, numbering, print layouts, imports, and operational controls.\n---\n# Administration and access\n\nAdministration establishes the operating environment. Changes can affect future transactions across several teams, so record the reason, verify the result, and communicate operational changes through your organization's normal process.\n\n## Know which screen owns a setting\n\n| Area | Application screen |\n| --- | --- |\n| Company identity and print profile | `/admin/company-profile` |\n| Company feature configuration | `/admin/general-settings` |\n| Branches | `/admin/branches` |\n| Document/record numbering | `/admin/numbering` |\n| Users and roles | `/admin/users`, `/admin/roles` |\n| POS configuration and payment types | `/admin/pos-settings`, `/settings/payment-types` |\n| Print layouts | `/settings/print-layouts` |\n| GL posting mappings | `/settings/gl-mapping` |\n| Order stages | `/settings/order-stages` |\n| Import work | `/admin/imports` |\n| Notifications | `/admin/notifications` |\n\n## Give people the access they need\n\nCreate or maintain individual users and assign appropriate roles. Review company scope and intended operations. The menu table determines what is offered; the server separately protects actions. A broad-looking role name is not proof of access to restricted payroll operations.\n\nTest a representative user account for the intended job. Confirm both that permitted work succeeds and that unrelated sensitive screens/actions are unavailable. Do not share one user's credentials among cashiers or use a real employee's account for training.\n\n## Configure numbering\n\nReview the record/document type, series, prefixes, and current sequence before enabling automatic numbering. Existing documents must remain identifiable. A sequence setting is not permission to reuse historical document numbers.\n\nAfter changing a series, create a demonstration record and verify the assigned number and duplicate handling. Do not manually reserve a production number by creating a fake financial transaction.\n\n## Set up print output\n\nCompany Profile supplies business identity data; Print Layouts controls supported presentation. Review both. Preview an authorized sample document, confirm company identity, currency, dates, item quantities, tax breakdown, totals, and page layout, then check the actual printer path used by staff.\n\n## Import records\n\nUse the current template and supported import screen for the intended entity. Match codes, units, currencies, and required references. Start with a small demonstration batch, review errors, and compare saved records with the source file before loading the full set.\n\nCheck for duplicate codes and existing records before retrying an import. A partial failure does not necessarily mean no rows were saved. Preserve the import result and determine which records require correction.\n\n## Maintain controls\n\nReview period configuration, posting rules, allowed document stages, branch/register relationships, and user access after a significant setup change. Verify the effect in a demonstration transaction. Some controls are company-level and others are item-, role-, or transaction-specific.\n\n## Change record\n\nFor each consequential change, retain the setting, previous value, new value, reason, approving person, effective date, and verification result in the organization's approved change record. The academy explains software behavior; the business remains responsible for deciding its operating policy.\n"},{"title":"AI assistance and integrations","url":"https://learn.oserp.in/manual/ai-integrations","markdownUrl":"https://learn.oserp.in/markdown/manual/ai-integrations.md","markdown":"---\ndescription: Use OSERP AI assistance responsibly, distinguish documentation retrieval from authorized actions, and understand integration boundaries.\n---\n# AI assistance and integrations\n\nThe academy provides readable explanations for people and AI tools. It does not grant access to a company's records or authorize operations in OSERP.\n\n## Ask a useful question\n\nInclude the screen name, business task, current status, and relevant non-sensitive context. For example: “In Item Master, what is the difference between Standard Price and MRP?” or “My journal date falls outside the configured periods; which setting should the administrator inspect?”\n\nAsk the assistant to cite the relevant academy page and state uncertainty when a behavior is not verified. A generated answer should not invent a field limit or claim a workflow is implemented because a configuration flag exists.\n\n## Company and item knowledge\n\nItem Master includes Markdown content and document-indexing choices for AI use. Decide what information is appropriate before indexing it. Product instructions and specifications are different from employee data, customer financial records, credentials, or private implementation notes.\n\nThe `/ai` screen is associated with settings management in the menu table. Provider/model configuration and usage settings belong to authorized administration. Do not paste secret keys into the public academy or into a support example.\n\n## Read versus act\n\nReading a public procedure is different from executing it. An AI or integration performing an operation must use an authenticated, authorized application interface and the correct company context. Documentation retrieval does not bypass role checks, posting validation, approval rules, or period locks.\n\nFor consequential actions, inspect the target record, proposed change, and expected outcome. After execution, verify the actual saved result and retain its reference. Never treat an assistant's statement “done” as a replacement for application evidence.\n\n## Integrations\n\nOSERP has backend routes and MCP-related implementation, but this academy edition does not advertise every internal route as a supported public API contract. Use the published integration interface approved for your deployment. Authentication, scopes, versioning, retry behavior, and supported operations must be documented for that interface.\n\nIf a request times out, inspect the operation's supported idempotency/retry behavior and check for an existing record. Do not assume repeating an arbitrary POST is safe.\n\nContinue to [AI-readable academy content](/ai/) for the public knowledge exports.\n"},{"title":"Sales and purchasing","url":"https://learn.oserp.in/manual/documents","markdownUrl":"https://learn.oserp.in/markdown/manual/documents.md","markdown":"---\ndescription: Operate OSERP sales and purchasing workspaces, understand document stages, and verify stock and accounting outcomes.\n---\n# Sales and purchasing\n\nUse `/sales/workspace` and `/purchasing/workspace` for document-based business activity. Menu access is associated with `documents:read`; creation, posting, approvals, and other actions have their own checks.\n\n## Start with the business event\n\nA quotation communicates an offer. An order records an agreed demand or supply commitment. A delivery or goods receipt records physical movement. An invoice records billing. A credit document records a supported correction or return-related financial adjustment. Which types and transitions are available depends on configuration.\n\nDo not use the names as proof of posting effects. Inspect the configured stage and resulting stock/accounting records for your business.\n\n## Create a document\n\n1. Confirm the company, transaction direction, and document type.\n2. Choose the customer or supplier, dates, reference, currency, and warehouse where relevant.\n3. Add items with their quantity and unit. Review conversion factors when buying or selling in packs.\n4. Check the price source, discount, tax, line amount, and totals.\n5. Review payment terms, due date, and dimensions where used.\n6. Save, inspect status, and follow the required approval or posting transition.\n\nNever interpret a lookup displaying a record as proof that the record is eligible for every operation. An inactive item, missing setup, insufficient stock, closed period, or permission check can block a later action.\n\n## Follow the document flow\n\nWhen copying or progressing from a source document, inspect the open quantity and references. A partial receipt or shipment should leave the remaining quantity identifiable. Do not create an unrelated full-quantity document as a shortcut around the remaining-quantity controls.\n\nRecord the source and target references so a colleague can follow the chain. When the same event appears in order, fulfilment, invoice, and payment views, those are related records rather than permission to enter the event again.\n\n## Purchasing example\n\nThe business orders ten cases, each containing twelve base units. A demonstration receipt of four cases should be checked against the configured conversion and expected 48 base units. Inspect the received warehouse, lot information where used, and cost values. The supplier invoice and its settlement may occur separately from the receipt.\n\nThe example establishes a verification method. Actual supported partial-flow behavior must be confirmed against your configured document types and release.\n\n## Sales example\n\nPrepare a customer order for five units. Fulfil the quantity actually dispatched. Check the resulting delivery/invoice references and what remains open. Review revenue, tax, stock relief, and customer balance at the stages configured to produce those effects.\n\n## Returns and corrections\n\nStart from the original document when the workflow supports it. Record the quantity and reason actually being returned or corrected. Separate physical receipt of returned goods, the credit document, and payment refund. These actions answer different business questions and may require different permissions.\n\n## Check the outcome\n\nInspect the original document status, related documents, Stock Movements, General Ledger, and partner statement. If a posting fails, preserve the reason and correct its cause before retrying the supported action. Do not assume every endpoint is safely repeatable after a timeout.\n"},{"title":"Ecommerce and online orders","url":"https://learn.oserp.in/manual/ecommerce","markdownUrl":"https://learn.oserp.in/markdown/manual/ecommerce.md","markdown":"---\ndescription: Maintain OSERP online catalogue and storefront settings, fulfil orders, handle COD, and review returns.\n---\n# Ecommerce and online orders\n\nOSERP separates product/catalogue work, storefront presentation, and order fulfilment. A published-looking product card does not by itself prove that checkout, stock, payment, and posting are correctly configured.\n\n## Prepare the shop\n\nReview stores, products, categories, storefront sections, menus, templates, checkout, and payment configuration in their respective screens. Ecommerce and storefront areas have separate permission families. Use the [screen directory](/atlas/screens/) to find the exact page.\n\nCheck product identity, public descriptions, images, price/tax basis, stock eligibility, and delivery information. Keep confidential notes and employee/customer data out of public product content. Confirm the result in the actual storefront after publishing.\n\n## Follow an order\n\nThe existing order documentation explains an order as the operational record driving a sales document. Accounting comes through that related document and its configured posting stages. An order-status label alone does not prove that its accounting completed.\n\nReview customer, payment method, courier where relevant, line quantities, and fulfilment state. Follow the configured stages through picking, dispatch, and delivery. For partial fulfilment, check which quantities were dispatched and which remain open.\n\n## Stage configuration\n\nAdministration's Order Stages configuration associates operational stages with posting behavior. The existing default narrative associates dispatch with goods-out/invoicing and delivered COD activity with collection. Your configured stage mapping is the authority for the actual workflow; do not assume all companies use identical stage names or timing.\n\nA highlighted timeline message can expose a posting failure even when operational movement proceeded. Correct the underlying cause and use the supported retry path. Check for the original posting before repeating a general write operation.\n\n## Cash on delivery\n\nRecord whether collection is by the business's own driver or a courier. A courier collection can represent money still held by the carrier, rather than money already received in the company's bank. Retain courier identity and remittance references so reconciliation can connect collections to later payouts.\n\nWhen a payout covers several orders, compare covered collections, actual cash received, fees, and remaining differences. Escalate unexplained short payments instead of silently treating them as settled.\n\n## Returns and cancellation requests\n\nUse `/ecommerce/returns` to review customer requests. The existing workflow documentation distinguishes approve, decline, and hold. A request is not itself a refund. Inspect the original order, actual returned quantity, reason, and evidence before deciding.\n\nKeep the customer-visible decision note factual. Verify physical stock return, credit-document result, and payment refund independently. Approving a return should not be assumed to prove an external payment provider completed a refund.\n\n## Operational checks\n\nReview orders waiting at each stage, posting exceptions, unpaid/COD balances, unresolved return requests, and checkout/payment failures. Compare the same order references across operational and accounting views before reporting a discrepancy.\n"},{"title":"The OSERP operating manual","url":"https://learn.oserp.in/manual/","markdownUrl":"https://learn.oserp.in/markdown/manual/index.md","markdown":"---\ndescription: Role-oriented OSERP operating guides for finance, inventory, sales, purchasing, retail, administration, and people operations.\n---\n# The OSERP operating manual\n\nChoose the business task you need to complete. Use the Atlas when you need exact field locations or constraints. These founding-edition guides identify operating sequences and verification points; the [coverage register](/reference/coverage) distinguishes reviewed implementation guidance from runtime-tested procedures.\n\n| Your work | Guide |\n| --- | --- |\n| Maintain accounts, post journals, reconcile, and close | [Accounting](/manual/accounting) |\n| Prepare quotations, orders, deliveries, invoices, and purchases | [Sales and purchasing](/manual/documents) |\n| Manage stock, locations, transfers, and adjustments | [Inventory](/manual/inventory) |\n| Run the checkout counter and reconcile a shift | [POS](/manual/pos) |\n| Maintain customers and suppliers | [Business partners](/manual/partners) |\n| Configure the company and access | [Administration](/manual/administration) |\n| Maintain employee and payroll information | [People and payroll](/manual/people) |\n| Maintain a shop and fulfil online orders | [Ecommerce](/manual/ecommerce) |\n| Track project work and review approvals | [Projects and workflows](/manual/projects-workflow) |\n| Use AI assistance and connected interfaces | [AI and integrations](/manual/ai-integrations) |\n\n## A reliable transaction routine\n\nConfirm company → check prerequisites → enter or select records → review quantities and amounts → save → obtain required approval → execute the appropriate posting/fulfilment action → inspect the result → reconcile.\n\nThe steps can span more than one screen. Keep the original document reference throughout. If an operation fails or times out, investigate whether a record already exists before repeating a write.\n"},{"title":"Inventory and warehouses","url":"https://learn.oserp.in/manual/inventory","markdownUrl":"https://learn.oserp.in/markdown/manual/inventory.md","markdown":"---\ndescription: Manage OSERP item quantities, warehouses, transfers, adjustments, lots, and stock reconciliation.\n---\n# Inventory and warehouses\n\nInventory records answer what is held, where it is held, what is committed, and what value is attached to it. Item descriptions and warehouse masters provide context; stock movements establish quantity history.\n\n## Prepare the masters\n\nCreate or review [items](/atlas/item-master), [categories](/atlas/screens/inventory-categories), and [warehouses](/atlas/screens/inventory-warehouses). Confirm the base unit, stock-tracking flag, relevant batch/serial settings, company costing method, and allowed warehouse context.\n\nA default warehouse is a selection preference, not a transfer. Changing a master record does not relocate existing stock.\n\n## Receive stock\n\nUse the appropriate purchasing or receipt workflow. Record the actual warehouse, quantity, transaction unit, and cost. Supply lot, manufacturing, expiry, serial, and MRP information where the workflow requires it. Verify the saved conversion to base quantities before treating the receipt as complete.\n\n## Transfer stock\n\nOpen [Stock Transfers](/atlas/screens/inventory-transfers). Identify source and destination, then enter the items and quantities. A transfer changes location; it is not a customer sale or a supplier purchase. Check the workflow's dispatch/receipt states and [In Transit](/atlas/screens/inventory-in-transit) when movement spans more than one step.\n\nVerify both ends of the transfer and retain the reference. Do not correct a delayed receipt by creating a second unrelated movement.\n\n## Adjust stock\n\nUse [Stock Adjustments](/atlas/screens/inventory-stock-adjustments) only for an authorized adjustment with a reason and supporting evidence. Confirm whether the screen expects a counted quantity or an adjustment difference before entering values. These are different inputs.\n\nInspect the quantity, cost, posting result, and period. A physical count discrepancy needs explanation; it should not be concealed by changing unrelated item-master fields.\n\n## Read stock quantities\n\n**On Hand** is recorded stock. **Reserved/Committed** describes quantities committed to demand. **Available** is on-hand less reserved in the reviewed item stock calculation. **On Order** is expected supply. These values should not be added together and labelled physical stock.\n\nUse [Stock Report](/atlas/screens/inventory-stock-report) for the selected view, [Stock Movements](/atlas/screens/inventory-stock-movements) for the event trail, and [Stock Audit](/atlas/screens/inventory-stock-audit) for reconciliation checks. Confirm the date range, item, warehouse, and company before comparing.\n\n## Lots, expiry, and MRP\n\nA single item can have several lots with different expiry dates and printed prices. Review the actual lot being issued and its available quantity. The batch-price screen at `/inventory/batch-prices` addresses lot-level pricing; changing the current item price does not establish that every lot carries that price.\n\nThe reviewed stock response explicitly reports disagreement between a stock entry and its lot quantities. Treat a mismatch as an investigation task. Do not suppress it by excluding the affected lot from a report.\n\n## Bins and locations\n\nThe reviewed Item Stock implementation explains bins as picking/putaway instructions, not independently maintained bin balances. A bin reference on a document is not evidence of a complete bin-level quantity ledger.\n\n## Daily checks\n\nReview incomplete receipts/transfers, unexpected negative stock, lot mismatches, missing costs, and stock adjustments. Reconcile selected items back to their movements and accounting effects. Keep the same date cut-off when comparing inventory value with the books.\n"},{"title":"Customers and suppliers","url":"https://learn.oserp.in/manual/partners","markdownUrl":"https://learn.oserp.in/markdown/manual/partners.md","markdown":"---\ndescription: Maintain OSERP customer and supplier records, avoid duplicates, and understand partner identity, terms, pricing, and balances.\n---\n# Customers and suppliers\n\n**Application address:** `/business-partners/partners` · **Menu permission:** `bp:read`. Business partners hold reusable information about the people and organizations with which the company trades.\n\n## Search before creating\n\nSearch by the identifiers available in the screen. A business may appear under a trading name that differs from its registered name. Compare contact and tax identifiers before deciding it is a new partner. Separate duplicate records can split statements, pricing, loyalty history, and settlement allocation.\n\n## Identify the partner and its role\n\nChoose the applicable customer/supplier role and enter the display identity and relevant contact details. A supplier's item code belongs in vendor-item information, not in the partner's own identity field. An employee, user account, and business partner are also different records even when they describe the same person.\n\nUse the [screen reference](/atlas/screens/business-partners-partners) for the exact field labels and declared interface constraints. Dynamic sections and backend validation still require the detailed review listed in the coverage register.\n\n## Addresses, contacts, and registration\n\nKeep billing, delivery, and contact information consistent with the business documents. A contact email does not grant system access. Tax-registration information describes the partner; storing it does not establish that a registration is valid or that a particular tax treatment is appropriate.\n\n## Groups and pricing\n\nCustomer groups can connect a customer to price lists, discounts, and loyalty behavior. When a customer receives an unexpected price, inspect the assigned group and the list entry for the item. Compare quantity thresholds and branch context as well.\n\nItem Master can display group pricing and its source. This is more informative than comparing only Standard Price with the receipt total. Read [Item pricing](/atlas/item-master#pricing-why-different-customers-can-pay-different-amounts).\n\n## Credit and payment terms\n\nPayment terms and due dates explain when settlement is expected. A credit limit expresses a business control where supported; do not assume the same enforcement in every document and channel until verified. Preserve the exact refusal when a transaction is blocked and have an authorized person review the control.\n\n## Statements and allocation\n\nUse Customer Statement or Supplier Statement to inspect the partner's transactions and balance. Match company, period, currency, and partner identity. A receipt can exist without being fully allocated to the intended invoice. Use the appropriate allocation screen and verify the remaining open balance.\n\n## Sales people\n\nThe Sales People screen at `/business-partners/sales-people` has a separate management context. Associating a salesperson with activity and computing commission are different operations; an assignment alone must not be described as proof that a commission was calculated or paid.\n\n## Corrections\n\nCorrect the existing record where supported. Before deactivating or consolidating a duplicate, review open documents, statements, price-group membership, and linked records. Do not delete a historical partner as a shortcut to changing its name.\n"},{"title":"People and payroll","url":"https://learn.oserp.in/manual/people","markdownUrl":"https://learn.oserp.in/markdown/manual/people.md","markdown":"---\ndescription: Understand OSERP employee records, employment, leave, pay revisions, payroll calculation, approval, and ledger posting.\n---\n# People and payroll\n\nHR information and payroll information are separately permissioned. The reviewed HR controller uses `hr:read` for reading and `hr:manage` for changes. Payroll uses distinct permissions for reading, running, approving, and posting. HR access alone does not grant access to pay.\n\n## Employee and employment records\n\nOpen [Employees](/atlas/screens/hr-employees). Distinguish the person's identity from their employment record. Employment associates the person with a company and the working details relevant to that engagement.\n\nReview identifiers, start/end dates, status, and organizational assignment. Changes to employment dates can affect downstream eligibility, so verify the intended period before saving. Use fictional records for training and keep payroll material restricted to authorized users.\n\n## Leave and attendance\n\nThe [Leave & Attendance](/atlas/screens/hr-leave) interface offers request and attendance information, with approval/rejection/cancellation actions where permitted. Review the employee, dates, days, reason, unpaid classification, and decision note. A request submitted is not the same as leave approved.\n\nBefore payroll calculation, resolve relevant attendance or leave issues and verify how the selected payroll configuration consumes them. Do not assume every leave label has an automatic salary consequence.\n\n## Configure pay\n\nUse [Payroll Components](/atlas/screens/payroll-components) to define supported pay elements. Use [Employee Pay](/atlas/screens/payroll-pay) for pay revisions and their effective context. A revision should preserve when the new terms begin; overwriting an old amount without considering dates can make later review difficult.\n\nConfirm the earning/deduction classification, amount or formula, effective dates, and posting configuration. Country-specific statutory treatment needs separate subject review; the academy does not establish payroll compliance.\n\n## Calculate a payroll run\n\nOpen [Payroll Runs](/atlas/screens/payroll-runs), create the intended run/period, and review which employees are included. **Calculate** starts the calculation. The reviewed controller starts work and exposes progress rather than holding a single request open for the full calculation.\n\nWait for the reported result and inspect exceptions. Review gross amounts, deductions, and net pay employee by employee where needed. The interface provides explanatory detail and supports a distinct single-employee recalculation path after correction.\n\n## Approve and post\n\nCalculation, approval, and ledger posting are separate actions with separate permissions:\n\n| Action | Permission |\n| --- | --- |\n| Read payroll | `payroll:read` |\n| Configure/run calculations | `payroll:run` |\n| Approve payroll amounts | `payroll:approve` |\n| Post to the ledger | `payroll:post` |\n\nReview totals before approval. Use **Post to ledger** only when the run is ready and the posting period/mappings are correct. Inspect the resulting journal. An approved or posted payroll run is not proof that employees' bank accounts have received payment.\n\n## Reconcile and correct\n\nCompare run totals, employee details, payslips, the journal, and actual payment evidence. After a calculation timeout, inspect progress and run status before starting another run. After posting, use the authorized correction process rather than editing historical pay data to force agreement.\n"},{"title":"Point of sale","url":"https://learn.oserp.in/manual/pos","markdownUrl":"https://learn.oserp.in/markdown/manual/pos.md","markdown":"---\ndescription: Open an OSERP register, identify customers, sell and take payment, recover interrupted work, and reconcile a shift.\n---\n# Point of sale\n\n**Application address:** `/pos` · **Menu permission:** `pos:sell`. POS management and reports can require `pos:manage`. This chapter uses the reviewed register interface wording and pricing implementation; the complete checkout sequence remains to be verified against the deployed release.\n\n## Open a register\n\nConfirm the company and store/register context. **Cash already in the drawer** is the opening float: count it before starting, because the close is measured against it. It is not today's sales revenue.\n\nSelect **Open register** when ready. If an existing shift is available, inspect its ownership and register context before taking it over. Do not create another shift merely because an earlier cashier stepped away.\n\n## Build the sale\n\nScan a barcode or search by item name/code; the interface advertises **Enter to add**. Inspect the item, quantity, unit price, tax, and line total. A case barcode may add several base units, so one scan is not necessarily one item unit.\n\nIf multiple MRP lots are available, check which printed price applies to the physical pack being sold. Pricing can depend on customer group, branch, quantity, tax basis, and MRP. Use the pricing source and Item Master reference to explain differences.\n\n## Identify the customer\n\nSearch existing customers before creating a new one. The interface supports search by name, mobile, or email and warns about identifiers already associated with another customer. This prevents repeat visits from becoming separate customer records.\n\nSome tills require a customer for every sale or above a configured amount. Follow the displayed requirement. The new-customer interface includes name, mobile, WhatsApp, email, customer type, date of birth, gender, state code, and GSTIN. Collect only information your business is authorized to use.\n\nDo not assume **Walk-in Customer** satisfies a named-customer policy. If the Pay action is unavailable, read the actual requirement instead of creating an anonymous placeholder repeatedly.\n\n## Take payment\n\nReview the final basket, offers, customer, and amount due. Choose the configured payment type and enter the actual tender information requested. For cash, verify change. For a non-cash method, follow the business's payment-confirmation procedure; selecting a method alone is not proof that a bank or gateway settled funds.\n\nComplete the sale once, wait for confirmation, and retain the receipt/reference. After a timeout, find the sale in the report or register history before repeating checkout.\n\n## Leave, lock, and close are different\n\n| Action | Interface meaning |\n| --- | --- |\n| Lock screen | Step away; the shift stays open and requires unlocking |\n| Leave the till | Hand over or move elsewhere in OSERP; the shift stays open |\n| End shift and close register | Count the drawer and finish the shift; further sales cannot be rung on that closed shift |\n\nChoose the action that matches the business event. Closing the browser or leaving the till is not a cash reconciliation.\n\n## Recover interrupted work\n\nThe interface can offer to restore an open sale. Compare the recovered basket with the customer's actual purchase before continuing. If the previous checkout might already have completed, inspect sales history first. Restoring a basket is different from reversing a completed sale.\n\n## Close and reconcile\n\nCount the drawer and use the supported register-close process. Compare expected cash with counted cash, considering opening float, sales, refunds, and any supported cash movements. Record the reason for a variance according to business policy.\n\nReview [Sales](/atlas/screens/pos-reports-sales), [Cashiers](/atlas/screens/pos-reports-cashiers), [Registers](/atlas/screens/pos-reports-registers), and [Slab Offers](/atlas/screens/pos-reports-slab-offers) with matching company, dates, and register filters.\n\n## Common counter problems\n\n**Unknown barcode:** check its exact characters and units-per-scan mapping before registering another code. **Unexpected price:** compare customer group, branch list, quantity break, MRP selection, and tax basis. **Customer required:** use an identifiable existing or properly registered customer. **Payment uncertainty:** verify the sale and payment outcome before retrying. **Stock refusal:** investigate the selected warehouse/lot rather than disabling a control to complete the sale.\n"},{"title":"Projects and approvals","url":"https://learn.oserp.in/manual/projects-workflow","markdownUrl":"https://learn.oserp.in/markdown/manual/projects-workflow.md","markdown":"---\ndescription: Use OSERP project structures and understand approval, rejection, hold, rework, reassignment, questions, and watchers.\n---\n# Projects and approvals\n\nProjects organize work and its financial attribution. Approval workflows determine who must review a record before a controlled action proceeds. Their configuration and day-to-day use are different responsibilities.\n\n## Project structure\n\nOpen [Projects](/atlas/screens/projects). The reviewed project controller uses `projects:read` for inspection and `projects:manage` for changes. Maintain the project identity, type, manager, status, and work breakdown structure as supported by the screen.\n\nA **WBS** breaks work into elements so costs can be assigned more precisely than the project as a whole. The postable-reference operation identifies eligible leaf elements on projects that take cost. Do not assume every heading in the tree can receive postings.\n\nBefore restructuring a project, review existing document assignments and the effect on future coding. Adding a project reference to a document is not the same as posting that document.\n\n## Supporting documents\n\nAttach relevant authorized project evidence using the supported attachment flow. The reviewed project upload controller declares a **25 × 1024 × 1024 byte** limit. This differs from other upload areas; use the constraint for the specific screen, not a single assumed system-wide upload size.\n\n## Configure approvals\n\nThe Workflow screen at `/workflow` is a configuration surface associated with settings management. Define the intended condition, route, responsible roles/people, and stage restrictions, then test representative allowed and blocked cases with demonstration records.\n\nThe Tray at `/tray` brings work requiring attention into an operating view. Inspect the document, amount, history, attachments, and reason for the request before deciding.\n\n## Understand the seven approval actions\n\n| Action | Meaning in the reviewed approval model |\n| --- | --- |\n| Approve | Record an approval decision |\n| Reject | Record a rejection |\n| Hold | Pause the request; it remains open and continues to block the document |\n| Rework | Return for correction through the supported resubmission path |\n| Reassign | Hand responsibility to a specified person or role through a replacement request |\n| Ask | Address a question to a person without changing the decision state |\n| Watch | Include a person without changing the decision state |\n\nPending and on-hold requests remain open in the reviewed logic. **Ask** and **Watch** do not approve the document. Reassign, Ask, and Watch require a target; only Reassign can target a role in this model.\n\n## Act on a request\n\nOpen the underlying document, read the context, and choose the action matching the situation. Use a clear note that lets the requester understand the decision or missing information. Recheck the resulting state and responsible person.\n\nBatch actions are limited to supported decisions such as Approve, Reject, Hold, and Rework. Inspect every selected request before using a bulk action; the convenience of a batch selection does not establish that all records deserve the same decision.\n\n## Verify completion\n\nAn approved request and a posted business document are separate facts. Confirm the next supported stage and resulting transaction. If responsibility changes, verify that the replacement request exists and the new person can see it.\n"},{"title":"Coverage and verification","url":"https://learn.oserp.in/reference/coverage","markdownUrl":"https://learn.oserp.in/markdown/reference/coverage.md","markdown":"# Coverage and verification\n\nOSERP Academy is a living reference. This founding edition describes the repository baseline **0.4.0**. A hosted application may run a different release.\n\n## Coverage measures\n\n| Measure | Count | Meaning |\n| --- | --- | --- |\n| Application pages discovered | 87 | Includes setup and sign-in pages |\n| ERP page files | 82 | Page-level inventory, not distinct business processes |\n| Extracted labelled controls | 940 | Screen occurrences; the same business field can appear more than once |\n| Controls needing manual identification | 428 | Dynamic or ambiguous bindings; not silently counted as documented |\n| Database models inventoried internally | 189 | Includes system models; not all are public business entities |\n| API operations inventoried internally | 685 | Controller declarations, not independently exercised operations |\n| Authored academy pages | 27 | Guides, reference chapters, and learning material |\n| Runtime-verified academy walkthroughs | 0 | No operational walkthrough is claimed as runtime-tested in this edition |\n\n## How to interpret evidence\n\n**Reviewed guide:** written after inspecting named implementation sources. Useful operating guidance, but it can still require a demonstration against the deployed release.\n\n**Extracted reference:** literal screen labels and declared constraints obtained from source. It does not infer missing limits or prove the effects of a setting.\n\n**Runtime verified:** reserved for a documented walkthrough completed against an identified release using demonstration data, including its resulting records. No entry currently carries this status.\n\n**Planned:** educational or product capability that is not available yet. Future certification and international recognition belong here.\n\n## Remaining work before exhaustive coverage\n\n1. Resolve every ambiguous or dynamically generated field.\n2. Join each field to its actual request validation, saved default, and storage constraints.\n3. Trace consequential settings through every consuming workflow.\n4. Execute positive and negative cases for every operation and role.\n5. Capture demonstration screenshots and Arabic/RTL walkthroughs.\n6. Review accounting and region-specific material with appropriate subject specialists.\n7. Recheck differences between this baseline and the published application.\n\nThe [screen directory](/atlas/screens/) provides the module-by-module work list. The internal audit retains source hashes so changes can be detected without publishing private implementation files.\n"},{"title":"Glossary","url":"https://learn.oserp.in/reference/glossary","markdownUrl":"https://learn.oserp.in/markdown/reference/glossary.md","markdown":"---\ndescription: Plain-language definitions of common OSERP business, accounting, inventory, and workflow terms.\n---\n# Glossary\n\n| Term | Meaning in this academy |\n| --- | --- |\n| Tenant | Top-level data/access boundary for a subscribed organization context |\n| Organization | Organizational scope grouping company activity |\n| Company | Business entity/context whose records and books are being operated |\n| Branch | Operating location or subdivision associated with business activity |\n| Master record | Reusable definition such as an item, partner, warehouse, or ledger |\n| Business partner | Customer, supplier, or other trading-party record |\n| Ledger | Account receiving posted accounting lines |\n| Voucher / journal | Accounting transaction with debit and credit lines |\n| Posting | Recording an authorized transaction's accounting effect |\n| Draft | Saved or prepared record that is not necessarily finalized or posted |\n| Approval | Decision permitting the next controlled workflow step |\n| Period | Defined accounting date range with an operating status |\n| Base currency | Currency in which a company's books are expressed |\n| Exchange rate | Conversion relationship used for a foreign-currency amount |\n| Allocation | Applying a settlement against selected open items |\n| Receivable | Amount due from a customer or other debtor |\n| Payable | Amount owed to a supplier or other creditor |\n| UOM | Unit of measure |\n| Conversion factor | Multiplier relating one unit to another |\n| On hand | Quantity recorded as held |\n| Reserved / committed | Quantity committed to demand |\n| Available | On hand less reserved in the reviewed item-stock calculation |\n| On order | Expected supply, not stock already received |\n| Lot / batch | Group of stock sharing identifying/receipt attributes |\n| Serial number | Identifier for an individual tracked unit |\n| MRP | Printed pack-price reference interpreted as inclusive in reviewed pricing |\n| Standard price | Item selling-price reference, subject to the configured pricing path |\n| Standard cost | Item cost reference, distinct from every actual receipt or warehouse value |\n| FIFO | First-in, first-out valuation/issue concept where the selected path implements it |\n| FEFO | First-expiring, first-out ordering concept |\n| BOM | Bill of materials: component requirements for a defined output |\n| Kit | Component-based selling definition in the reviewed item model |\n| WBS | Work breakdown structure for organizing project work and attribution |\n| COD | Cash on delivery |\n| Register session | A POS shift whose activity is reconciled at close |\n| Opening float | Cash already in the drawer at the start of a shift |\n| Idempotency | A supported operation's ability to recognize a repeated request without duplicating its effect |\n| Scope | The permitted data/operation context of a user or integration |\n| Audit trail | Recorded evidence of who changed or performed something and its context |\n\nSome terms describe a concept rather than a guarantee that every OSERP path implements every variation. Consult the relevant workflow and verification status.\n"},{"title":"Troubleshooting","url":"https://learn.oserp.in/reference/troubleshooting","markdownUrl":"https://learn.oserp.in/markdown/reference/troubleshooting.md","markdown":"---\ndescription: Investigate common OSERP access, posting, pricing, inventory, payment, and reporting problems with the right evidence.\n---\n# Troubleshooting\n\nStart with the exact screen, active company, record reference, action, and error message. Check whether the action may already have completed before repeating it.\n\n| Symptom | First checks | Next step |\n| --- | --- | --- |\n| Screen missing | Role permissions, company feature configuration, intended menu | Administrator reviews the relevant screen/action grants |\n| Record missing | Company, filters, status, identifiers, pagination | Search existing records before creating a duplicate |\n| Item name refused | Blank or spaces-only name | Enter a meaningful name and save again |\n| Duplicate item code | Existing organization-scoped item code | Find the existing item or choose the intended new code |\n| Journal unbalanced | Base-currency debit/credit values and exchange rates | Correct the lines; inspect any rounding adjustment |\n| Closed/locked period | Voucher date and covering period | Authorized accounting review; do not bypass the lock |\n| No period covers date | Mistyped year or missing calendar period | Correct date or properly configure the missing period |\n| Base currency change refused | Existing posted entries | Review with the accounting administrator |\n| Unexpected selling price | Customer group, list, branch, quantity break, MRP, tax basis | Compare the pricing source and physical pack |\n| Stock is zero after item creation | No received/opening movement; wrong warehouse; stock flag | Verify the actual stock-creating workflow |\n| Stock entry and lots disagree | Warehouse and lot totals, prior movements | Investigate the mismatch with stock audit evidence |\n| Invoice remains open after payment | Receipt allocation, partner, currency, residual amount | Allocate correctly and review the remaining balance |\n| POS Pay unavailable | Customer policy, basket state, permissions, required choices | Follow the displayed reason |\n| Checkout timeout | Existing sale/receipt and payment status | Verify before retrying |\n| Payroll calculation appears stuck | Run progress, exceptions, current status | Inspect progress before creating/restarting work |\n| Order advanced but accounting missing | Timeline posting exception and configured stage | Correct the posting cause through the supported retry path |\n| Report differs from another report | Company, dates, status filters, currency, accounting vs operational timing | Align the selections and trace the same records |\n| Attachment refused | File type, area-specific size limit, hosting limit | Use a supported file; do not assume all upload areas share a ceiling |\n\n## A useful support record\n\nInclude application release if available, screen name/path, company, document or item reference, date/time, expected result, actual result, exact message, and reproducible steps. Add a screenshot only after removing unnecessary personal information. Never include a password, secret key, or access token.\n\n## Corrections after posting\n\nUse the supported reversal, credit, return, or adjustment process for the business event. Preserve the original reference and reason. Editing unrelated master data does not retroactively explain a posted transaction, and deleting records can destroy the evidence needed to reconcile it.\n"},{"title":"Set up your company","url":"https://learn.oserp.in/start/company-setup","markdownUrl":"https://learn.oserp.in/markdown/start/company-setup.md","markdown":"---\ndescription: Walk through OSERP Company Setup, including identity, location, tax configuration, accounting, features, and review.\n---\n# Set up your company\n\n**Application address:** `/setup`. This guide is reviewed against the setup interface and company creation service; it has not yet been exercised against a hosted release for academy verification.\n\nPrepare the registered business name, address, country, base currency, financial-year starting month, tax-registration details, intended chart of accounts, and enabled modules before beginning.\n\n## 1. Identity\n\nEnter **Company Name**. It is required and cannot consist only of spaces. **Legal / Registered Name** captures the formal name when it differs from the operating name. **Business Type** and **Industry** classify the business. **License / Registration No.** stores its registration reference.\n\nThe business-type choices include Indian and Gulf terminology. Select the form that matches your business records; the selection is classification within OSERP and is not a legal determination.\n\nThe **Print Profile** controls company information used in printed documents. Review the logo, print name, print address, tax label/number, registration label/number, and extra line separately from the company identity. An incorrect print profile can make a document misleading even when its transaction values are correct.\n\n## 2. Location\n\nChoose **Country**, then **State / Province / Emirate** where applicable. Complete city, address lines, postal code, phone, email, and website. Country influences suggested configuration, so select it before reviewing currency and tax settings.\n\nContact fields describe the company. They do not create user accounts or grant anyone application access.\n\n## 3. Tax & Compliance\n\nReview **Tax Regime**, **Tax Registered?**, and **Tax Registration Number**. Use details supplied by the person responsible for your tax setup. The application stores these settings; their presence is not confirmation of statutory compliance.\n\nChoose the financial year. Its underlying starting month is an integer from **1 to 12**. A January start uses a single-year label; a non-January start produces a year-span label based on the current date when the company is created.\n\n## 4. Accounting\n\nConfirm **Base Currency**, the unit in which this company's books are kept. The creation service requires it. The currency normalizer accepts a three-letter code; the accepted code format does not by itself prove that every currency-specific feature is configured.\n\nSelect a **Chart of Accounts** preset or choose **Start blank (import later)**. Starting blank leaves account setup work to complete before transaction posting. Review imported ledgers and posting mappings before relying on them.\n\n::: warning Choose the base currency before posting\nCompany Profile refuses to change the base currency after entries have posted. Confirm this choice during setup rather than trying to reinterpret existing balances later.\n:::\n\n## 5. Features & Modules\n\nEnable only the features the business intends to use, then complete their master data and permissions. A feature switch is not a substitute for the associated configuration.\n\n| Setting | Operational decision |\n| --- | --- |\n| Inventory | Whether the company manages stock quantities |\n| Costing Method | The inventory valuation method used by supported posting paths; choices shown include FIFO, weighted average, and standard cost |\n| Warehouses | Whether stock is organized across storage locations |\n| Bins / Racks | Location instructions inside warehouses; do not assume a separate per-bin stock balance |\n| Batch Tracking / Serial Numbers | Whether item-level traceability is needed; configure the relevant items as well |\n| Negative Stock | Whether the business intends to permit stock below zero; actual transaction checks must also be considered |\n| Multi-Currency | Whether transactions use currencies beyond the company's base |\n| Cost Centres / Projects | Whether additional dimensions are required for analysis |\n| Budget Management | Configuration flag; verify supported budget workflows before relying on it |\n| Amount Decimal Places | Display/configuration value from 0 through 4; it is not the database's storage precision |\n| Payroll / POS | Which business modules are enabled |\n| Approval Workflows | Whether approvals are part of the company's operating process |\n\nPricing also has a company tax-basis setting. The creation service uses an explicitly supplied choice or a country-dependent default. Check **General Settings** and the labels beside selling prices before entering a catalogue. MRP and batch selling prices are interpreted as tax-inclusive in the reviewed pricing logic.\n\n## 6. Review and create\n\nReview all six sections. Choose **Create Company** once. The interface also advertises **Enter** for Next and **Ctrl+Enter** for Create. Shortcuts depend on focus and the current step.\n\nCompany creation is followed by initialization of starter records. If initialization or chart-of-accounts import reports a problem, check whether the company already exists before retrying creation. The service deliberately keeps the company even if a later bootstrap step fails.\n\n## After creation\n\nOpen Company Profile and General Settings to verify saved values. Confirm the active company, expected financial year, base currency, tax basis, chart of accounts, numbering, users, roles, and warehouse setup. Run a demonstration transaction before beginning live operations.\n\nContinue to the [company field guide](/atlas/company) and the [extracted setup controls](/atlas/screens/setup).\n"},{"title":"Your first sale","url":"https://learn.oserp.in/start/first-sale","markdownUrl":"https://learn.oserp.in/markdown/start/first-sale.md","markdown":"---\ndescription: Prepare and follow a first demonstration sale in OSERP, then verify the document, payment, and inventory effects.\n---\n# Your first sale\n\nUse a demonstration company. This guide describes the operating sequence and verification points; document names and available stages depend on your configured workflow. It is not a runtime-verified transaction walkthrough yet.\n\n## Choose the route that matches the work\n\nUse the **Sales Workspace** at `/sales/workspace` for document-based sales. Use **Point of Sale** at `/pos` for a counter sale. Do not enter the same sale through both routes.\n\n## Prepare the records\n\n1. Confirm the company, base currency, tax basis, and transaction date.\n2. Create a customer if the sale needs an identified customer or receivable.\n3. Create an active, sellable item with a base unit and appropriate pricing.\n4. For a stocked item, receive authorized demonstration stock into the intended warehouse. Creating the item alone does not create stock.\n5. Have the administrator confirm the sales document type, numbering, payment types, posting rules, and permissions.\n\nUse a simple demonstration quantity, such as two units of a fictional notebook. Start with a pricing example whose expected result you can calculate manually. Apply only the tax configuration approved for that demonstration.\n\n## Document-based sale\n\nOpen Sales Workspace. Select the appropriate document type, customer, date, and warehouse. Add the item and quantity, then inspect unit price, discounts, tax, and total. If the workflow starts with a quotation or order, follow the configured document flow toward delivery and invoice; a quotation is not a posted invoice.\n\nSave the record, record its number, and inspect its status. Submit for approval if required. Use the supported posting or stage action only when the document is ready. Do not assume **Save**, **Approve**, and **Post** are equivalent.\n\n## Counter sale\n\nOpen POS with the appropriate selling permission. Select or open the correct register session as required. Confirm the store/branch and warehouse context. Scan or select the item, check quantity and any units-per-scan multiplier, identify the customer when required, and review offers and tax.\n\nChoose the payment method and tender amount, review the balance or change, then complete checkout once. Wait for confirmation and keep the receipt or sale reference. A network timeout after submission requires checking for an existing sale before retrying.\n\n## Verify the result\n\n| Question | Where to investigate |\n| --- | --- |\n| Was the sale saved or completed? | Original document or POS sales report |\n| Was stock relieved? | Item stock, Stock Movements, and the selected warehouse |\n| Was revenue posted? | General Ledger and the document's posting result |\n| Is the customer still owed money? | Customer Statement and receipt allocation |\n| Was tender assigned correctly? | POS/register/payment reports or the relevant receipt record |\n| Did tax match the configured basis? | Document lines, total, and Tax Summary for the same period |\n\nIf a value is unexpected, keep the original record and investigate its flow, pricing source, configuration, and posting status. Do not change a ledger balance manually to conceal an unexplained difference.\n\n## Practice reflection\n\nExplain which step created the business obligation, which step moved stock, which step affected the books, and which step recorded payment. These can be different steps. Continue with [sales and purchasing](/manual/documents) or [POS operations](/manual/pos).\n"},{"title":"Welcome to OSERP","url":"https://learn.oserp.in/start/","markdownUrl":"https://learn.oserp.in/markdown/start/index.md","markdown":"---\ndescription: Begin using OSERP with the right company, permissions, master records, and first transaction.\n---\n# Welcome to OSERP\n\nOSERP brings business records, transactions, stock, and accounting into a company workspace. The most useful way to learn it is to follow a record from setup through a transaction and into its report.\n\nThis academy has two reading modes. Follow the **User Manual** when you need to accomplish a task. Open **OSERP Atlas** when you need to understand a particular screen, field, or restriction. The [coverage register](/reference/coverage) explains the evidence behind this edition.\n\n## Before your first session\n\nObtain your organization's OSERP application address and an individual user account from its administrator. The academy is a public reference; signing into it is not required and it does not sign you into your business system. Never enter application passwords into a public documentation page.\n\nUse a demonstration company for exercises. Real posted transactions affect business records. Sample names and amounts in these lessons are fictional and must not be interpreted as recommended tax or accounting policy.\n\n## The first-day sequence\n\n1. Sign in to the application and identify the company you will work in.\n2. If creating a business, follow [Company Setup](/start/company-setup). Otherwise have the administrator confirm its setup.\n3. Learn the [navigation and company context](/start/navigation).\n4. Review the chart of accounts, period, currency, tax configuration, document numbering, and required posting mappings with the person responsible for the books.\n5. Create the necessary [customers and suppliers](/manual/partners), [items](/atlas/item-master), and [warehouses](/manual/inventory).\n6. Practise [a first sale](/start/first-sale), then locate its document and resulting reports.\n7. Follow the [learning path](/courses/) for your job.\n\n## Three kinds of information\n\n**Master records** describe reusable business entities: an item, customer, supplier, warehouse, employee, or ledger. Creating an item does not by itself receive stock into a warehouse.\n\n**Transactions** record business events: receiving goods, invoicing a customer, accepting payment, transferring stock, or posting a journal. A saved draft and a posted transaction do not have the same effect.\n\n**Reports** explain the recorded results. Always inspect the company, date range, status filters, and currency before comparing two reports. An apparently missing transaction can be a filter issue rather than a posting error.\n\n## What to do when a screen is missing\n\nThe navigation depends on role permissions. Some features also depend on company configuration. Ask the administrator to check the intended role and module configuration; repeatedly typing a restricted address will not grant access. The server separately checks individual actions.\n\n## What success looks like\n\nYou can identify the active company, find an existing record, create an authorized demonstration record, explain whether a transaction is draft or posted, and trace the result into the appropriate report. You do not need to memorize every field before doing useful work.\n"},{"title":"Find your way around","url":"https://learn.oserp.in/start/navigation","markdownUrl":"https://learn.oserp.in/markdown/start/navigation.md","markdown":"---\ndescription: Understand company context, permissions, keyboard interaction, and finding OSERP screens.\n---\n# Find your way around\n\nOSERP offers a keyboard-oriented workspace. The exact controls available depend on your role, company configuration, and the screen you have opened.\n\n## Confirm your context\n\nBefore entering or reconciling information, confirm the active company and period. Similar item names or ledger names across companies do not make the records interchangeable. If a record appears missing, check company and filters before recreating it.\n\n## Find a screen\n\nUse the application's navigation or command search where offered. The [screen directory](/atlas/screens/) gives application paths and the menu permissions declared for each page. Paths such as `/inventory/items` belong to your OSERP application, not the academy domain.\n\nScreen permission lists use **or** semantics: one listed permission can make the screen visible. The backend still decides whether each operation is allowed. Permission to view a master does not automatically include permission to edit or delete it.\n\n## Browse, view, and edit\n\nLists find existing records. A record window can be in view mode until you choose **Edit**. Disabled controls can also depend on record status or an unsaved parent record. In Item Master, for example, several related-record tabs require the item to be saved first.\n\nBefore closing an edited window, save or deliberately discard the changes. Do not assume switching tabs saved a record.\n\n## Keyboard use\n\nUse **Tab** and **Shift+Tab** to move between standard controls, and follow the keyboard hints shown by each screen. Shortcuts are contextual: a key used inside a document editor can mean something different in a global search.\n\nCompany Setup advertises **Alt+Left** for Back, **Alt+D** for Dashboard, **Enter** for Next, and **Ctrl+Enter** for Create. Item Master includes a field finder associated with **Ctrl+F**; it can take you to a field on another tab. Verify the hint in your running release.\n\n## Language and reading direction\n\nThe application includes English and Arabic interface text. Some identifiers, codes, and amounts deliberately keep left-to-right input even in an Arabic interface. This academy edition is written in English; translated application labels in a screenshot or reference do not imply that the entire academy has an Arabic edition.\n\n## Before reporting a problem\n\nRecord the screen name, active company, document or item reference, action attempted, current status, and exact error. Capture no password, access token, or unnecessary personal data. These details let another person reproduce the issue without guessing your context.\n"}],"screens":[{"title":"Allocate COD Remittances","route":"/accounting/allocate-cod","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-cod","fields":[{"key":"select-all-shown","label":"Select all shown","tab":"","control":"checkbox","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"Select all shown","conditionalAccess":false,"options":[]},{"key":"find-a-document-reference-or-amount","label":"Find a document, reference or amount","tab":"","control":"search","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Find a document, reference or amount","description":"","conditionalAccess":false,"options":[]},{"key":"amount","label":"Amount","tab":"","control":"number","required":"not declared on control","maxLength":null,"min":"0","max":null,"step":"0.01","placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"date","label":"Date","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"reference","label":"Reference","tab":"","control":"input","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"UTR, cheque no, advice","description":"","conditionalAccess":false,"options":[]},{"key":"search-name-code-phone-or-email","label":"Search name, code, phone or email","tab":"","control":"EntityPicker","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Search name, code, phone or email","description":"","conditionalAccess":false,"options":[]}],"verification":"static-extraction"},{"title":"Allocate Payments","route":"/accounting/allocate-payments","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-payments","fields":[{"key":"select-all-shown","label":"Select all shown","tab":"","control":"checkbox","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"Select all shown","conditionalAccess":false,"options":[]},{"key":"find-a-document-reference-or-amount","label":"Find a document, reference or amount","tab":"","control":"search","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Find a document, reference or amount","description":"","conditionalAccess":false,"options":[]},{"key":"amount","label":"Amount","tab":"","control":"number","required":"not declared on control","maxLength":null,"min":"0","max":null,"step":"0.01","placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"date","label":"Date","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"reference","label":"Reference","tab":"","control":"input","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"UTR, cheque no, advice","description":"","conditionalAccess":false,"options":[]},{"key":"search-name-code-phone-or-email","label":"Search name, code, phone or email","tab":"","control":"EntityPicker","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Search name, code, phone or email","description":"","conditionalAccess":false,"options":[]}],"verification":"static-extraction"},{"title":"Allocate Receipts","route":"/accounting/allocate-receipts","url":"https://learn.oserp.in/atlas/screens/accounting-allocate-receipts","fields":[{"key":"select-all-shown","label":"Select all shown","tab":"","control":"checkbox","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"Select all shown","conditionalAccess":false,"options":[]},{"key":"find-a-document-reference-or-amount","label":"Find a document, reference or amount","tab":"","control":"search","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Find a document, reference or amount","description":"","conditionalAccess":false,"options":[]},{"key":"amount","label":"Amount","tab":"","control":"number","required":"not declared on control","maxLength":null,"min":"0","max":null,"step":"0.01","placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"date","label":"Date","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"reference","label":"Reference","tab":"","control":"input","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"UTR, cheque no, advice","description":"","conditionalAccess":false,"options":[]},{"key":"search-name-code-phone-or-email","label":"Search name, code, phone or email","tab":"","control":"EntityPicker","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Search name, code, phone or email","description":"","conditionalAccess":false,"options":[]}],"verification":"static-extraction"},{"title":"Balance Sheet","route":"/accounting/balance-sheet","url":"https://learn.oserp.in/atlas/screens/accounting-balance-sheet","fields":[{"key":"as-of","label":"As of","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]}],"verification":"static-extraction"},{"title":"Cash Flow","route":"/accounting/cash-flow","url":"https://learn.oserp.in/atlas/screens/accounting-cash-flow","fields":[],"verification":"static-extraction"},{"title":"Customer Statement","route":"/accounting/customer-statement","url":"https://learn.oserp.in/atlas/screens/accounting-customer-statement","fields":[{"key":"from","label":"From","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"to","label":"To","tab":"","control":"date","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"","description":"","conditionalAccess":false,"options":[]},{"key":"search-name-code-phone-or-email","label":"Search name, code, phone or email","tab":"","control":"EntityPicker","required":"not declared on control","maxLength":null,"min":null,"max":null,"step":null,"placeholder":"Search name, code, phone or email","description":"","conditionalAccess":false,"options":[]}],"verification":"static-extraction"},{"title":"Day Book","route":"/accounting/day-book","url":"https://learn.oserp.in/atlas/screens/accounting-day-book","fields":[],"verification":"static-extraction"},{"title":"Ledger Statement","route":"/accounting/general-ledger","url":"https://learn.oserp.in/atlas/screens/accounting-general-ledger","fields":[{"key":"ledger","label":"Ledger","tab":"","control":"select","required":"not declared on 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