Documentation
Everything you need to know about every Bojeri module — from setup to daily use. Click any module below or browse the sidebar.
Dashboard
Module 01Your business at a glance — real-time data, role-specific views.
The Dashboard gives every team member a personalized command center. Five dedicated dashboards — Account, Project, HRM, POS, and CRM — surface the metrics that matter most to each role. Finance sees revenue and expenses; HR sees attendance and leave requests; Sales sees pipeline and deal values.
Account Dashboard
Revenue, expenses, invoices, and financial KPIs at a glance.
Project Dashboard
Active projects, task progress, milestones, and deadlines.
HRM Dashboard
Attendance, leave stats, payroll summaries, and team status.
POS Dashboard
Daily sales, top products, and POS transaction analytics.
CRM Dashboard
Lead pipeline, deal values, conversion rates, and source tracking.
User Management
Module 02The right people, the right access — every time.
Create team members with defined roles and granular permissions. Start by setting up Roles — each role gets a custom name and a precise set of permissions chosen from your active modules. Then create Users and assign them a role. Every user action is gated by Spatie permission checks.
Role Builder
Create unlimited custom roles with per-permission control from every module.
User Creation
Add users with name, email, phone, password, and role in one form.
Login History
View every login with IP, browser, timestamp, and role filters.
Impersonation
Log in as any user to troubleshoot issues — without their password.
Proposals
Module 03Turn quotes into commitments — then into invoices — in clicks, not days.
Create proposals by selecting a customer, choosing products from your warehouse inventory, and adding line items with quantities, prices, discounts, and taxes. Track proposals through Draft → Sent → Accepted → Rejected. Convert accepted proposals directly into Sales Invoices with a single click.
Auto-Calculate Totals
Per-line discounts, multi-rate taxes, and running subtotals computed instantly.
One-Click Conversion
Convert accepted proposals directly into Sales Invoices with all data preserved.
Warehouse Integration
Pull products with live stock quantities so you never quote items you can't deliver.
Print View
Clean, professional print layout for client-ready proposals.
Sales Invoice
Module 04From draft to paid — track every dollar with precision.
Create Sales Invoices with multi-line items, per-item discounts, and multiple tax rates. Invoices follow a Draft → Posted lifecycle with edit protection on posted invoices. Track balance amounts and manage Sales Invoice Returns with their own approval workflow.
Invoice Builder
Multi-line invoices with products, quantities, prices, taxes, and discounts.
Data Integrity
Posted invoices are locked — no accidental edits to financial records.
Sales Returns
Linked returns with item-level detail and Draft → Approved → Completed flow.
Balance Tracking
Total vs. balance fields show outstanding payments instantly.
Purchase
Module 05Control what comes in — every vendor, every warehouse, every return.
Cover the full procurement cycle: Purchase Invoices with multi-line items and Draft → Posted lifecycle, Purchase Returns with auto debit notes, Warehouse management with named locations, and inter-warehouse Stock Transfers with approval workflows.
Purchase Invoices
Record vendor purchases with multi-line items, taxes, and discounts.
Purchase Returns
Linked returns with per-item quantities, reasons, and auto debit notes.
Warehouses
Named storage locations with address, phone, and active/inactive status.
Stock Transfers
Move stock between warehouses with approval workflows and quantity tracking.
Products & Services
Module 06Your complete catalog — organized, priced, and ready to sell.
The foundation that powers your invoices, proposals, POS transactions, and purchase orders. Create items with SKU, dual pricing (sale & purchase), categories, tax rates, measurement units, and per-warehouse stock tracking.
Item Profiles
Name, SKU, description, sale price, purchase price, unit, and product type.
Category Management
Organize items into categories for structured browsing and filtering.
Tax Configuration
Create named taxes with rates that auto-apply to every transaction.
Unit Management
Define custom measurement units — pieces, kg, liters, hours.
Projects
Module 07Plan, track, and deliver — every task, every milestone, every team member.
Full project lifecycle management with tasks, subtasks, milestones, Kanban boards, Calendar views, a dedicated Bug tracker, file uploads, activity logs, and cross-project Reports. Invite team members and clients for visibility.
Kanban Board
Visual drag-and-drop task management with custom stage workflows.
Calendar View
Timeline-based task visualization for deadline tracking.
Bug Tracker
Dedicated bug tracking with priorities, stages, and comment threads.
Project Duplication
Clone project structure for recurring project types.
Accounting
Module 08Your books, balanced — customers, vendors, banking, and reports in one place.
Full double-entry bookkeeping directly in your ERP. Chart of Accounts, Revenue & Expense tracking, Customer & Vendor Payments, Banking (accounts, transactions, transfers), Credit & Debit Notes, and Financial Reports — all connected to your invoicing and purchasing modules.
Chart of Accounts
Full double-entry structure with Assets, Liabilities, Equity, Revenue, Expenses.
Banking
Multiple bank accounts, transaction recording, and inter-account transfers.
Payments
Customer and vendor payments tracked against outstanding invoices.
Financial Reports
Profit & loss, balance sheets, and transaction summaries in one click.
HRM
Module 09Your team, managed — attendance, payroll, leave, and lifecycle.
Complete human resource management: Employees, Shifts, Clock in/out with IP restriction, automatic overtime calculations, Leave Management (types, applications, balance, holidays), Payroll & Payslips, Awards, Promotions, Resignations, Terminations, Warnings, Complaints, Documents, Announcements, and Events.
Attendance & Shifts
Clock in/out with IP restriction, shift-aware tracking, and overtime calculations.
Payroll & Payslips
Generate payroll from attendance data with automated allowance and deduction calculations.
Leave Management
Leave types, applications, balance tracking, and holiday calendars.
Employee Lifecycle
Awards, promotions, resignations, terminations, transfers, and complaints.
POS
Module 10Sell in person, sync to your books — every transaction, every barcode.
Browser-based point-of-sale terminal. Search or scan products, process sales with auto-calculated taxes, generate POS Orders with complete records, print barcodes for physical inventory, and view sales analytics — all connected to your product catalog and warehouse stock.
Browser-Based Terminal
Sell from any browser — no special hardware required.
Barcode Printing
Generate and print barcodes for physical inventory.
Inventory Sync
Every sale updates warehouse stock levels in real time.
Sales Reports
Daily, weekly, and monthly sales analytics and breakdowns.
CRM
Module 11Every lead tracked, every deal closed — your sales pipeline, connected.
Lead and deal management with custom pipeline stages, multi-user assignments, source tracking, and conversion analytics. Leads convert to deals with full history preservation. CRM data feeds directly into invoicing and reporting.
Lead Management
Track leads with source, stage, value, and multi-member assignments.
Deal Pipeline
Custom stages, close dates, values, and progress tracking per deal.
Lead-to-Deal Conversion
Convert qualified leads into deals with full history preservation.
CRM Reports
Lead and deal reports with conversion rates and pipeline analytics.
Media Library
Module 12Every file, organized and accessible — your team's shared workspace for media.
Centralized file management with batch uploads, directory organization, and granular access controls. Supports local, AWS S3, and Wasabi storage backends. Powered by Spatie MediaLibrary for enterprise-grade file handling.
Batch Upload
Upload multiple files at once with drag-and-drop support.
Directory Management
Create, rename, and nest directories for organized file storage.
Multiple Backends
Store files on local disk, AWS S3, or Wasabi cloud storage.
Access Controls
Own vs. all media permissions with separate download controls.
Messenger
Module 13Instant team communication — right inside your workspace.
Real-time messaging powered by Pusher. Send text and files, see read receipts, edit or delete messages, favorite contacts, and pin conversations. Online presence indicators show who's active right now.
Real-Time Delivery
Instant message delivery via Pusher WebSockets — no page refreshes.
File Sharing
Send documents, images, and files within conversations.
Read Receipts
Seen/unseen indicators on every message.
Online Presence
Live indicators showing who's online right now.
Helpdesk
Module 14Every request tracked, every issue resolved — support that never drops the ball.
Complete ticketing system with priorities, color-coded categories, threaded replies with file attachments, internal notes, and resolution time tracking. Tickets follow Open → In Progress → Resolved → Closed lifecycle.
Ticket System
Create tickets with title, description, priority, and category.
Threaded Replies
Text responses and file attachments directly on each ticket.
Internal Notes
Private replies visible only to support staff — not the requester.
SLA Tracking
Automatic resolution timestamps for measuring response times.
Subscriptions
Module 15Flexible plans, transparent billing — grow your platform with confidence.
Create subscription plans with monthly/annual pricing, user limits, storage quotas, and selectable feature modules. Accept payments via Stripe, PayPal, or Bank Transfer. Apply coupon codes with percentage or fixed discounts, usage limits, and expiry dates.
Plan Builder
Create plans with pricing, user limits, storage quotas, and module access.
Payment Gateways
Accept payments via Stripe, PayPal, or bank transfer with approval workflow.
Coupon System
Discount codes with type, limits, thresholds, and expiry dates.
Free Trials
Let prospects explore the platform before committing.
Settings
Module 16Configure everything — your brand, your email, your storage, your way.
Your platform's control center. Brand settings, currency configuration, SMTP email, cloud storage backends, cookie consent, Pusher config, email templates, notification templates, multi-language management with per-package translations, and SEO settings.
Brand & Theme
Company name, logo, favicon, theme mode, and color scheme.
Email Configuration
SMTP settings with provider selection and live test email.
Language Management
Create languages, edit translations, and manage per-package strings.
SEO Settings
Meta tags and SEO configuration for all public-facing pages.