--- title: "ERP36T Modules: Accounting, CRM, POS, HR and More" description: "All 15 ERP36T Ready Solutions modules: accounting, CRM, sales, POS, inventory, HR and payroll, manufacturing, projects, helpdesk, e-commerce and more, by plan." keywords: "ERP modules, accounting software, CRM, POS software, inventory management, HR and payroll software, manufacturing ERP, helpdesk software, loan management software" --- # ERP36T Ready Solutions (module pages) Knowledge base · ERP36T by Innovation36T Technologies Source: the live English pages of https://i36t.com/solutions//, 14 September 2026 "Ready solutions, one platform." Each module is production-ready and runs on the same ERP36T database, so its records are shared, not copied, across the business. Your plan decides which modules are switched on; ERP36T is priced by plan, not by module. Each module page shows: - an overview - the module's components - its key features - the 18 standard features - real screenshots - the end-to-end flow where one exists - links to related modules ## Availability by plan | Module | Page | Where it is included | |---|---|---| | Accounting | /solutions/accounting/ | Every plan | | CRM | /solutions/crm/ | Every plan | | Sales & Retail | /solutions/sales/ | Every plan | | Point of Sale | /solutions/point-of-sale/ | ERP36T Retail, which starts on the Business plan | | Inventory & Supply Chain | /solutions/inventory/ | Every plan: basic inventory on Starter; advanced inventory and warehousing from Business | | HRMS & Payroll | /solutions/hr-payroll/ | Basic HR on every plan; full HRMS and payroll from Business | | Manufacturing | /solutions/manufacturing/ | From Professional | | Subcontracting | /solutions/subcontracting/ | With manufacturing, from Professional | | Project Management | /solutions/projects/ | From Business | | Helpdesk | /solutions/helpdesk/ | From Business | | E-Commerce | /solutions/ecommerce/ | An add-on to ERP36T plans, quoted in your proposal | | Healthcare Management | /solutions/healthcare-management/ | ERP36T Healthcare, which starts on the Professional plan | | Education & Learning Management | /solutions/education-management/ | ERP36T Education, which starts on the Business plan | | Immigration Case Management | /solutions/immigration-case-management/ | From Business | | Loan Management | /solutions/loan-management/ | Available on ERP36T plans; your proposal confirms the right plan for your lending operation | Two custom-development pages sit beside these: Mobile Applications (/portfolio-mobile.html) and Web Applications (/portfolio-web.html). See [09-it-services-and-custom-apps.md](09-it-services-and-custom-apps.md). ## Standard on every ERP36T module (18 features) - **Workflow:** configurable workflows tailored to business needs - **AI assistant (optional):** plain-language questions about your records with an ERP36T AI package, priced separately - **Notification & event scheduler:** automated reminders and scheduled events - **Data upload & download:** bulk import and export - **Bulk records update** - **OAuth security including 2FA** - **Google plugins:** Google Workspace integration - **To-do task management** - **Document management & sharing** - **Full data & feature security user controls:** role and user permissions - **Self-services and web portal** - **Payment gateway** - **Record history:** a detailed audit trail - **Integration with legacy systems** - **B2B integration** - **B2C integration** - **WhatsApp integration** - **Social media integration** --- ## Accounting **"Financial control without disconnected systems."** It automates invoicing, payments and reporting, keeps accurate records, and gives real-time visibility into your financial position. It is multi-company and multi-currency, with built-in compliance tools and audit trails. Included in every plan. **Components:** - general ledger and chart of accounts - accounts receivable and accounts payable - billing and invoicing, payment management and bank reconciliation - tax management, and ZATCA e-invoicing for Saudi Arabia - multi-currency accounting - financial reporting, budgeting and cost centres - fixed assets management and journal entries - deferred revenue and expenses, and subscription billing - audit trail and compliance **Key features:** - general ledger - automated AR invoicing and payment tracking - AP with scheduled vendor payments and reminders - P&L, balance sheet and cash-flow reports - tax calculation and filing assistance - bank reconciliation and budgeting - cash-flow management - multi-currency with real-time conversion - audit trail, performance dashboards and KPIs - compliance management **Connects with:** Sales & Retail, Inventory & Supply Chain, HR & Payroll, Projects. ## CRM **"Every lead, deal and customer conversation in one place."** It centralises customer data and streamlines the lead-to-deal process. Follow-ups, quotations and communications link to sales, projects, support and accounting. Included in every plan. **Components:** - lead, opportunity, customer, contact and prospect management - sales pipeline, quotations and quotation-to-sales-order flow - communication history, email integration, call logging and meeting scheduling - tasks, activity tracking and follow-ups - customer segmentation and campaign tracking - salesperson and territory management, deal and conversion tracking - addresses, documents and attachments - project/task and issue/support linking, customer portal integration - lead assignment rules, workflows and approvals, notes and internal comments - CRM dashboards and analytics, mobile access and user activity tracking **Key features:** - lead management and pipeline visualisation - activity tracking - email campaigns and newsletters - segmentation and contact management - quotation and pricing - feedback management and evaluation - CRM reports and analytics - marketing-tool integration - loyalty programs and payment tracking - event reminders and task follow-ups - top customers and customer analytics - campaign management **Connects with:** Sales & Retail, Projects, Helpdesk, Accounting. ## Sales & Retail **"The complete sales cycle, from quotation to payment."** It simplifies quotations, orders, invoicing and point-of-sale transactions, with real-time visibility of sales performance and stock. It supports multi-store operations and flexible pricing. Included in every plan. **Components:** - customer management, sales orders and quotations - point of sale, pricing rules, promotions and discounts - product catalogue, sales invoicing and delivery management - returns and refunds - territory and salesperson management, customer loyalty - batch and serial tracking, multi-store management - sales analytics, tax and payment integration **Key features:** - AR, POS, stock and purchase management - sales analytics - payment gateway integration (cards, digital wallets) - pricing management and dynamic pricing - product catalogue and search filters - order tracking and security permissions - multi-channel integration with e-commerce platforms and marketplaces - promotions and promotional events - returns - CRM and customer account management - subscription management - delivery and shipping management - email campaigns and multi-currency - abandoned cart recovery, online support chat and cash-flow forecasting **Flow:** the distribution order flow (Customer → … → Accounting). **Connects with:** Point of Sale, CRM, Inventory & Supply Chain, Accounting. ## Point of Sale **"Fast checkout, connected to stock and the books."** It runs fast retail sales, payments and stock updates, and links every till to accounting, inventory and replenishment across one or many stores. Included in ERP36T Retail, which starts on the Business plan. **Components:** - POS screen and checkout, quick billing, barcode and item scan - multiple payment methods, POS profiles, store and counter configuration - loyalty and promotions, discount and pricing rules - returns and exchanges - **offline mode with sync** - real-time stock update, multi-store and multi-warehouse, warehouse mapping - replenishment planning, reorder monitoring, procurement integration - back office, cash opening and closing, shift and session management - daily sales consolidation - accounting and tax integration, **ZATCA e-invoicing for Saudi Arabia** - stock ledger and audit trail, batch and serial tracking - CRM history, retail dashboards, role-based access **Key features:** - quick billing with barcode scanning and multi-payment - offline mode with automatic synchronisation later - multi-currency - real-time sales analytics - multi-store management with location-based pricing - cash, cards, wallets and QR payments - receipt customisation - cashier profiles, cashier shift management and cash drawer logs - POS profiles linked to warehouses, payment methods and pricing rules - barcode and QR support, transaction history - **loyalty:** points, programs, membership tiers (Silver, Gold, Platinum), redeemable rewards, member promotions, loyalty notifications and analytics **Flow:** Purchase → Warehouse → Store Transfer → Shelf → POS Sale → Payment → Stock Update → Accounting. **Connects with:** Sales & Retail, Inventory & Supply Chain, Accounting, CRM. ## Inventory & Supply Chain **"Stock, purchasing and fulfillment, visible end to end."** It covers procurement, warehousing, stock transfers and order fulfilment, with real-time visibility across the supply network. - Basic inventory is on Starter. - Advanced inventory and warehousing are included from Business. **Components:** - procurement and supplier management - material requests, RFQs and purchase orders - inventory planning, warehouse management and stock replenishment - batch and serial tracking - goods receipt and dispatch, stock transfers - demand forecasting - shipment and delivery tracking - supplier scorecards - returns - supply-chain analytics **Key features:** - purchase and sales order automation - real-time multi-location inventory - logistics management and returns management - supplier performance - order scheduling and demand forecasting - custom workflows and access control - cloud integration and supply-chain visibility - catalogue management - delivery and shipping management - multi-currency and cash-flow forecasting **Flow:** Enquiry → Quotation → Sales Order → Stock Allocation → Delivery → Invoice → Payment → Accounting. **Connects with:** Sales & Retail, Manufacturing, Point of Sale, Accounting. ## HRMS & Payroll **"The full employee lifecycle, from hiring to payroll."** It automates recruitment, attendance, leave, payroll and appraisals, with employee self-service. Attendance can be captured by biometric devices or other methods in connected setups. - Basic HR is included in every plan. - Full HRMS and payroll are included from Business. **Components:** - employee and lifecycle management - recruitment and job openings, applicant tracking, onboarding - employee self-service - leave, attendance, attendance integration and shifts - payroll, salary structures and components - taxation and statutory compliance - expense claims and advances - performance management, KPIs and KRAs, appraisals - training and development, travel requests - separation and exit **Key features:** - lifecycle tracking - biometric attendance integration - payroll with tax, benefits and compliance - performance evaluations and recruitment - shift scheduling and leave management - HR analytics and expense claims - self-service portal (details, leave, payslips) - labour-law compliance and training - employee location tracking for field teams - employee scorecards and a skills map - leave policies and accrual controls **Connects with:** Accounting, Projects, Helpdesk. ## Manufacturing **"Plan, produce and cost every work order."** It manages bills of materials, production planning, work orders, job cards, quality checks and costing, connected to inventory, purchasing and accounting. It supports make-to-stock and make-to-order. Included from Professional. **Components:** - BOMs, including multi-level BOM and BOM explosion - production planning and scheduling, MRP, capacity planning - work orders and job cards, routings, operations and workstations - raw material consumption and finished goods - subcontracting, batch and serial tracking - scrap and wastage, quality inspection and rework - production costing, labour and machine time - production stock entries - warehouse, procurement and inventory integration - sales-order-linked production and demand forecasting - maintenance coordination - production analytics, multi-plant support, compliance and audit trail **Key features:** - BOM, work orders, production planning, job cards and MRP - inventory control (raw, WIP, finished) and subcontracting - production analytics and cost tracking (labour, materials, overheads) - batch tracking and quality control - sales and purchase order management, stock replenishment - multi-warehouse and order fulfilment - inventory valuation (FIFO, LIFO or moving average), stock transfers and categorisation - demand forecasting and barcode/QR support **Flow:** Sales Order → Production Plan → Material Request → Purchase → Work Order → Job Card → Quality → Finished Goods → Invoice. **Connects with:** Inventory & Supply Chain, Subcontracting, Accounting, Sales & Retail. ## Subcontracting **"Outsourced work with full material and cost control."** It tracks the materials you send out, the work in progress at each subcontractor, the goods you receive back and the cost of every job. Included with manufacturing, from Professional. **Components:** - subcontracting orders, subcontractor profiles, outsourced job tracking - material supply and raw material issue, BOMs for subcontracting - service items, purchase order and receipt integration - stock transfer to supplier, finished goods receipt - consumed material tracking, scrap, WIP monitoring - batch and serial tracking, quality inspection, rejected material - returnable and non-returnable material - service costing and landed cost allocation, rate management - supplier invoices - accounting, inventory, warehouse, procurement and manufacturing integration - production planning support, logistics, multi-supplier coordination - audit trail and analytics **Key features:** - subcontracting orders and raw material reconciliation - BOM integration and costing analysis - automatic stock adjustment and vendor performance tracking - logistics coordination and subcontracting receipts - work order integration - a subcontractor portal - quality inspection, integrated payments and issue tracking **Connects with:** Manufacturing, Inventory & Supply Chain, Accounting. ## Project Management **"Plan, deliver and bill projects in one system."** It runs projects from setup to billing: tasks, milestones, timesheets, issues and budgets, linked to CRM, sales, accounting and HR. It suits both internal and client projects. Included from Business. **Components:** - project planning, templates and milestones - tasks, to-dos, assignment, priorities, dependencies and subtasks - **Kanban, Gantt, calendar and tree views** - timesheets, time tracking, billable and non-billable hours - expenses, budgeting, costing and profitability - issue tracking, resource allocation and team assignment - attachments, notes, activity timeline and reminders - CRM integration, lead-to-project conversion, opportunity and client linking - sales order and quotation linking, purchase and vendor coordination - billing, payroll and HR integration, inventory and asset linking - customer portal project updates - status tracking, custom workflows and approvals - dashboards and reports **Key features:** - project overview, tasks, timesheets and issues - budgeting, collaboration and milestones - documents and cloud storage integration (Google Drive, Dropbox, OneDrive) - analytics and client management - resource allocation and permissions - ERP module integration and email alerts - team roles, risk management and project closure **Flow:** Lead → Proposal → Project → Task → Timesheet → Invoice → Payment → Accounting. **Connects with:** CRM, HR & Payroll, Accounting, Helpdesk. ## Helpdesk **"Every support request tracked, assigned and resolved."** It turns requests from portals, email and forms into tickets, with assignment, SLA tracking, escalation, self-service and full communication history. It works for customer support, internal IT, HR support and service teams. Included from Business. **Components:** - ticket management and multi-channel intake - email-to-ticket and portal submission - customer self-service portal, knowledge base, FAQs and help articles - assignment and routing, auto-assignment rules - priority and severity, SLA management, escalation and reopen handling - status and resolution tracking - agents, teams, departments and queues - tasks and follow-ups, internal notes, communication history - email notifications, reminders and alerts - approvals and workflow automation, categorisation and tagging - asset or service linking - CRM, contact, project, sales and accounting integration - HR and IT support use cases, mobile and web access - dashboards, agent productivity, ticket ageing and resolution reports, audit trail **Key features:** - automated ticket creation and interaction history - live chat support and ticket printing - automation rules and email notifications - knowledge base integration and SLA management - reporting and team collaboration - board, list and Kanban views - customer portal and customisable ticket fields - archiving and ERP36T module integration - access control and custom alerts - the telephony settings screenshot shows Twilio and Exotel options **Connects with:** CRM, Projects, Accounting. ## E-Commerce **"An online store connected to your stock, orders and payments."** Product listings, customer orders, inventory and payments run in one system, with payment gateways, shipping integrations and real-time stock. It is an add-on to ERP36T plans, quoted in your proposal. **Key features:** - product management (variants, images, pricing, stock) - shopping cart and payment gateway integration - shipping and delivery integration with real-time rates and tracking - discounts and coupons - order management and customer accounts - sales analytics - multi-channel integration (marketplaces, social) - automated email notifications - product reviews and invoice management - customisable store themes - product import and export (CSV or Excel) - SSL encryption - multi-language and multi-currency - abandoned cart recovery and access control **Connects with:** Sales & Retail, Inventory & Supply Chain, Point of Sale, CRM. ## Healthcare Management **"Patients, clinical work and billing on one record."** It covers registration, appointments, consultations, medical records, laboratory, pharmacy and billing, connected to accounting, inventory and HR. It suits hospitals, clinics, diagnostic centres, specialty centres and medical practices. Included in ERP36T Healthcare, which starts on the Professional plan. **Components:** - patient registration and demographics, appointments, doctor schedules - consultations, outpatient and inpatient care - EMR, encounters and clinical notes, vital signs, medical history - diagnosis and treatment planning, prescriptions, medication history - lab orders, sample tracking and results; radiology and imaging requests - procedures and services, clinical templates - nursing and ward management, care plans, allergy and immunisation records - pharmacy and dispensing - healthcare billing, insurance and payer management, package pricing, claims, patient invoicing - medical documents, consent forms, referrals, follow-ups - telehealth integration, SMS and email notifications - supplies, procurement, accounting, HR and payroll integration - CRM, queue management, multi-branch - role-based access, audit trail, dashboards and reports **Key features:** - patient records and appointment scheduling - clinical procedures, in-patient (beds, nursing, discharge) and out-patient care - EMR, pharmacy, analytics and billing (insurance, co-pay) - lab and insurance management, practitioner management - health monitoring and patient communication - wellness programs - mobile apps for reservations and for offers - medical reports and history - a patient self-service portal **Flow:** Registration → Appointment → Consultation → Orders → Pharmacy → Billing → Claim → Accounting. **Connects with:** Accounting, Inventory & Supply Chain, HR & Payroll, CRM. ## Education & Learning Management **"From admissions to results, one school administration."** It covers admissions, student records, timetables, attendance, exams, fees, student and parent portals and online learning. It suits schools, colleges, academies, training centres and educational organisations. Included in ERP36T Education, which starts on the Business plan. **Components:** - student information, admissions and enrolment - programmes and courses, classes and sections, academic years and terms - subjects and curriculum planning, timetables - student and parent portals - faculty management and attendance - assignments, homework and learning materials - online classes and virtual learning, an LMS - assessments and exams, quizzes and tests - grading and results, report cards, certificates - fee structures, student fees, collection and receipts - scholarships and discounts, fines - transport, hostel and library - discipline records and performance tracking - parent communication, announcements, events, leave requests - documents and ID cards - admission inquiry CRM - accounting, HR and payroll, and inventory and asset integration - mobile self-service, dashboards and reports **Key features:** - student information and admissions - courses and programmes, timetable scheduling - faculty management, assessment and grading - fee management and library - attendance and an LMS - student and parent portals - HR and payroll integration, data import and export - communication tools and alumni management - newsletters and announcements - fee dues reports and online results publication - online applications and enrolment - course listings, activity posts and feedback **Connects with:** Accounting, HR & Payroll, CRM. ## Immigration Case Management **"Every case, form and deadline in one place."** It handles client intake, document collection, case tasks, USCIS and IRCC form preparation, invoicing and reminders for immigration teams: paralegals, attorneys and case managers. It supports family-based, naturalisation and other case types. Included from Business. **Components:** - **auto-filling of USCIS and IRCC forms** - **integration with the USCIS Torch API for live case sync** - form preparation, CRM and lead tracking, campaigns - client intake and a client web portal, profiles - business-designed direct input forms, USCIS form data input by clients - beneficiary and petitioner management - case creation and lifecycle tracking - immigration tasks, paralegal assignment and an attorney review workflow - document checklists, collection and upload, smart questionnaires - case notes, live chat and internal comments - deadlines and priorities - a centralised platform for all office locations - appointments, hearings and meetings, events and reminders - automatic case updates, client communication automation, email and SMS - follow-up and escalation, a case status dashboard - RFE tracking, approval and denial tracking, renewal and expiration monitoring - client invoicing and payment tracking - sales, accounts and HR integration - document generation and print packages - audit trail, reports and productivity analytics **Key features:** - one-click population of USCIS, DOL and DOS forms (I-130, I-485, I-765, I-140, G-28 and more) from a single client record - USCIS Torch API live case sync (status, receipt notices, RFE alerts, approvals) - a secure client and petitioner portal (uploads, e-sign, questionnaires, milestones, payments; mobile and 2FA) - a case messenger with an audit trail - automated task chains with SLA reminders - collaborative case management across offices - corporate batch processing (H-1B, L-1, PERM) - pro-bono and NGO tracking - document OCR (passports, I-94s, prior petitions) - flat-fee, hourly and milestone billing with trust accounting - compliance audit trail, analytics dashboard - multi-language portal and questionnaires - e-signature and filing packets - conflict check and CRM **Flow:** Inquiry → Intake → Retainer → Case → Documents → Form Preparation → Attorney Review → Filing → Decision. **Connects with:** CRM, Accounting, HR & Payroll. Innovation36T is not a law firm and is not affiliated with USCIS or any government entity. ## Loan Management **"The full lending lifecycle, from application to closure."** It runs applications, approvals, disbursements, repayment schedules, collections and reminders, with accounting entries created as the loan moves. It is available on ERP36T plans; the proposal confirms the right plan. **Components:** - loan products, applications, borrower profiles - customer portal and onboarding, KYC and documents - eligibility and assessment, approval workflow - interest and terms, repayment schedules, instalments and amortisation - disbursement, including partial and multiple - collateral and security, pledged and unpledged tracking - loan accounts and repayment processing, prepayments - penalties and late fees, interest accrual - collections and recovery, payback options - reminders and due-date alerts, follow-ups, SMS and email - payment reconciliation, write-off and settlement - restructuring and rescheduling - delinquency, overdue and ageing analysis - communication history, loan closure - accounting, sales and CRM integration - dashboards and audit trail **Key features:** - an applicant self-service portal - multi-method authentication (ID card, email, phone) - application management with guarantors and collateral - automated EMI scheduling - real-time calculations - disbursement by bank transfer, cheque or mobile money - repayment allocation - collections with ageing buckets - credit scoring and underwriting - document management and KYC profiles - guarantor management - collateral valuation with haircuts - multi-loan support - dashboards and reporting, print formats - notifications and audit trails - role-based access for loan officers, underwriters and collectors - REST APIs and webhooks for core banking, credit bureau and payment gateways - mobile-responsive screens, advanced search, import and export - workflow automation, multi-currency and compliance (KYC and AML) - an optional AI assistant (an ERP36T AI package, priced separately) **Connects with:** Accounting, CRM, Sales & Retail.