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lsFusion Documentation

website·Indexed 33 days ago

https://mycompany-docs.lsfusion.org

User guides and operational documentation for lsFusion version 7.0, covering core business modules including Accounting, Inventory, Sales, Purchase, Manufacturing, Retail POS, and Invoicing.

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What's inside lsFusion

  1. Overview of the General Ledger accounting module

    The General Ledger accounting module (version 7.0) manages the chart of accounts, journals, posting from operational documents, manual journal entries, fixed assets, and financial reporting. It is primarily used by accountants, finance specialists, controllers, and users configuring posting rules for sales, purchase, inventory, and payroll.

  2. Overview of the Project Management module

    The Project Management module manages projects and tasks, team roles, time entries, timesheets, and control views such as boards and Gantt charts. It is used by project managers, assignees, and team leads. If time-based pay is enabled, it integrates with the Human Resources module.

  3. Overview of the Manufacturing module

    The Manufacturing module manages the production contour, including bills of materials, planning and execution of production orders, material reservation, production and consumption, and scrap/waste management. It is primarily used by production dispatchers, foremen, planners, and warehouse staff. It integrates tightly with Inventory (for materials and output), Sales (for demand), and Purchase (for material replenishment).

  4. Overview of the Human Resources module

    The Human Resources (HR) module handles recruitment, attendance tracking (check-in/check-out), and payroll calculation and payment. It is used by recruiters, HR specialists, payroll accountants, and department managers. If time-based payroll logic is enabled, it may use time entries from the Project Management module.

  5. Overview of the CRM module

    The CRM module manages the lead pipeline from first contact to handover to sales. It features lead cards, status management via kanban boards, and interaction history. It is used by sales managers and leads to control pipeline quality and handle leads.

  6. Overview of Manufacturing Orders

    A manufacturing order is the primary document used to manage production or disassembly. It allows users to:

    • Record what needs to be produced or unbuilt.
    • Set planned quantities and specify the Bill of Materials (BOM) for material calculations.
    • Perform availability checks and reserve materials.
    • Record actual production and consumption.
    • Define the destination Products location upon completion.
    • Monitor associated work order statuses.

  7. Overview of Timesheet forms

    The system provides three primary forms for managing time entries:

    • Supervisor timesheet: Used by managers to control and adjust employee effort by day within a selected project.
    • Supervisor timesheet mobile: A simplified, single-day version of the supervisor timesheet optimized for mobile devices.
    • Employee timesheet: Used by employees to enter and view effort broken down by specific tasks.

  8. Overview of the Purchase section in lsfusion v6

    v6
    The Purchase section is used to manage the procurement lifecycle, including creating purchase orders, managing vendor pricelists, processing receipts for goods, creating bills for accounting, and handling outgoing payments. Access to specific features depends on the enabled modules and system settings in the user's configuration.

  9. Overview of Inventory Costing in lsFusion

    v6
    Costing is used to value stock in locations, calculate the cost of shipments and write-offs, transfer costs between cost accounting locations, and determine the cost of production output. Cost is maintained per location-item pair, tracking stock quantity, stock cost, unit cost (calculated based on the selected method), and last cost (the price of the most recent receipt).

  10. Overview of Sales module reporting tools

    v6

    The Sales module provides several reporting tools located under Sales -> Reporting to analyze different aspects of the business:

    • Price report: Compare item prices across dates and check stock visibility.
    • Order report: Detailed list of sales orders and lines for operational exports and auditing.
    • Sales report: Ledger-based report for profitability, cost, and margin analysis.
    • Sales summary: Dashboard with charts for high-level trends by week, customer, location, and category.

  11. Overview of the Transport module

    The Transport module handles transport accounting, including vehicle records, driver assignments, services (work/expenses), vehicle contracts, and reference data. It is used by transport specialists, accounting for expense control, and administrators.

  12. Overview of the Sales module

    The Sales module handles the sales management contour, including customer orders, workflow statuses, shipments, invoices, price lists, price types, discounts, and reporting. It is used by sales managers, sales leads, and warehouse staff. It integrates with Inventory for shipment and reservation/availability and with Invoicing for payment control.