BlossomERP documentation
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Using BlossomERP
The BlossomERP User Manual, chapter by chapter.
About this manual
Chapter 0 — Your company: setup, preferences, and room to grow
- 0.1 Welcome to BlossomERP
- 0.2 The setup journey — wizard, profiles, and Express setup
- 0.3 Your business profile — what it pre-decides for you
- 0.4 Modules — turning whole capabilities on and off
- 0.5 Workflow depth — what Simple and Standard really mean
- 0.6 The preferences and switches, group by group
- Structure — branches, departments, sales reps
- Money — multicurrency and credit management
- Inventory depth — planning, advanced, lots and FEFO
- Costing — landed cost and GRNI
- Automation — auto-post and dunning
- Intelligence and capture — AI analyst and email-in documents
- Printing — how your documents look
- 0.7 Start small, grow when ready — three growth stories
- 0.8 Your company profile, logo, and identity
- 0.9 Setup Progress — knowing where you stand
- 0.10 Changing your mind — Company setup, not the wizard
- 0.11 Where the configuration detail lives
- 0.12 Moving from another product — the Migration Runner
Chapter 1 — Working in BlossomERP: the shared grammar
- Chapter 1 — Working in BlossomERP: the shared grammar
- 1.1 Signing in and your home page
- 1.2 The menu — finding anything
- 1.3 Lists — search, filters, tabs, and exports
- 1.4 Records and the 360° view — KPIs, tabs, activity
- 1.5 The life of a document — draft, approve, post
- 1.6 Correcting mistakes — reversals, voids, and why posted documents never change
- 1.7 Approvals — who is notified, and how
- 1.8 Auto-post — what it does and when to use it
- 1.9 Attachments and documents on records
- 1.10 Printing and PDFs
- 1.11 Money on screen — currencies, rates, and amounts that always say which currency they are
- 1.12 Permissions — why some buttons simply are not there
- 1.13 Your profile, language, and preferences
- 1.14 Getting help from inside the app
- 1.15 Forms — blocks, buttons, and folded lines
Chapter 2 — Business intelligence: cockpits, dashboards, and the AI assistants
- 2.1 Numbers you can trust — the governed-numbers promise
- 2.2 Anatomy of a cockpit — banner, KPI strip, charts, live grid
- 2.3 Drilling down, drilling across, and filtering the grid
- 2.4 The cockpits, one by one
- The Executive cockpit
- The Sales cockpit
- The Procurement cockpit
- The Inventory cockpit
- The Finance cockpit
- The Manufacturing cockpit
- The Time Tracking cockpit
- The Donations cockpit
- The Marketplace cockpit
- The Aquaculture cockpit
- 2.5 Default widgets — what each one shows and how it is calculated
- 2.6 Choosing other widgets — personal and company choices
- 2.7 Dashboards and the dashboard builder
- 2.8 Dimensions in plain English — the tables every number can be sliced by
- Dates and your fiscal calendar
- Products, customers, and suppliers — and why old records keep their history
- Accounts, branches, and departments
- Employees and projects
- Donors, designations, sellers, and listings
- Tanks and batches
- 2.9 Measures and KPIs — every headline number, defined
- Sales measures
- Procurement measures
- Inventory measures
- Finance and ledger measures
- Manufacturing measures
- Time and people measures
- Donations and marketplace measures
- Aquaculture measures
- Settlements, documents, and headcount measures
- 2.10 Comparing periods — previous period and variance (flux)
- 2.11 Freshness — why a number can lag a document you just posted
- 2.12 The Action Assistant — proposals that act, with your confirmation
- What the Action Assistant can do today
- Proposals — proposed, confirmed, expired, rejected
- Safety by design — drafts only, your permissions, your company only
- The AI allowance and metering
- 2.13 Ask AI — questions the analyst can answer
- Asking is a conversation
- Asking good questions
- Asking about a record — and asking the price
- Shares, drivers and the "why" questions
- 2.14 Connecting your channels — Shopify, WooCommerce, Amazon, and the ad platforms
- 2.15 Explore — ask your own questions, and keep the answers
- 2.16 The Analytics Lab — teach the numbers to look ahead
- 2.19 The conversation grammar — saying it the same way everywhere
- 2.21 The Objectives Grid — targets the whole business steers by
- 2.22 Looking further ahead — forecast error, payment risk, run-out, and the 13-week cash outlook
Chapter 3 — Sales
- 3.1 Introduction — what Sales is for
- 3.2 Where it fits — prerequisites and neighbours
- 3.3 The Sales cockpit at a glance
- 3.4 Menu map
- 3.5 Workflows
- Selling — order to delivery to invoice **[Standard]**
- Selling — the shorter path **[Simple]**
- Part deliveries and part invoices
- Returns and credit notes
- Receiving money — receipts and allocation
- Credit holds — when a customer is stopped, and releasing them
- Chasing payment — statements and dunning
- 3.6 Forms and fields
- The Customer record (360°)
- Sales Order
- Waybill
- Sales Invoice
- Credit Note
- Receipt
- 3.7 Links, prints, and documents
- 3.8 Approvals, notifications, and auto-post in Sales
- 3.9 Enquiries and reports
- Customer Statement
- AR Aging — who owes you, and for how long
- Campaigns — what you spent, and the sales that ran alongside it
- 3.10 Settings that shape Sales — prices, credit limits, validity
- 3.11 Good to know — sales
Chapter 4 — Procurement
- 4.1 Introduction — what Procurement is for
- 4.2 Where it fits — prerequisites and neighbours
- 4.3 The Procurement cockpit at a glance
- 4.4 Menu map
- 4.5 Workflows
- Buying — order to receipt to invoice **[Standard]**
- Buying — the shorter path **[Simple]**
- Returns and debit notes
- Paying suppliers — payments and allocation
- Received but not invoiced — the GRNI story
- Landed cost — estimates, templates, and true-up
- 4.6 Forms and fields
- The Supplier record (360°)
- Purchase Order
- Goods Receipt
- Purchase Invoice
- Debit Note
- Payment
- Landed Cost Adjustment
- 4.7 Links, prints, and documents
- 4.8 Approvals, notifications, and auto-post in Procurement
- 4.9 Enquiries and reports
- Supplier Statement
- AP Aging — who you owe, and for how long
- Received Not Invoiced (GRNI Aging)
- Landed Cost Breakdown
- Landed Cost Estimates vs Actuals
- 4.10 Settings that shape Procurement — landed cost templates and where they attach
- 4.11 Good to know — procurement
Chapter 5 — Inventory
- 5.1 Introduction — what Inventory is for
- 5.2 Where it fits — prerequisites and neighbours
- 5.3 The Inventory cockpit at a glance
- 5.4 Menu map
- 5.5 Concepts in plain English — warehouses, movements, valuation
- 5.6 Workflows
- Adjusting stock — corrections with a paper trail
- Moving stock between warehouses — transfers
- Counting stock — stock counts and cycle counting
- Replenishment — knowing what to reorder
- Lots, expiry, and FEFO — picking the right batch
- 5.7 Forms and fields
- Inventory Adjustment
- Inventory Transfer
- Stock Count
- A stock movement, read closely
- 5.8 Links, prints, and documents
- 5.9 Approvals and notifications in Inventory
- 5.10 Enquiries and reports
- Stock Enquiry
- Inventory Valuation
- Stock ↔ GL Reconciliation
- Stock Aging
- SLOB — slow-moving and obsolete stock
- Near Expiry & Expired
- Lot Trace
- The Replenishment worklist
- Due Counts
- 5.11 The three tiers — base, planning, advanced: what each switch turns on
- 5.12 Good to know — inventory
- 5.13 The Inventory Manager — your AI stock manager
- 5.15 Managers, plans and usage — what your plan includes
Chapter 6 — Products, pricing, and costs
- 6.1 Introduction — the catalogue everything else uses
- 6.2 Where it fits — prerequisites and neighbours
- 6.3 Menu map
- 6.4 The Product record (360°)
- 6.5 Product types — stock, service, and the rest
- 6.6 Units of measure — why every quantity names its unit
- 6.7 Prices — the price grid and how the winning price is chosen
- 6.8 Costs — kept deliberately apart from prices
- 6.9 Bills of materials — the bridge to Manufacturing
- 6.10 Enquiries and reports
- Cost Variance
- BOM Cost Build-up
- 6.11 Settings that shape Products
- 6.12 Good to know — products
- 6.13 The E-commerce tab — one product, every storefront
- 6.14 Product families — variants that belong together
Chapter 7 — Accounts and finance
- 7.1 Introduction — the books every module writes to
- 7.2 Where it fits — prerequisites and neighbours
- 7.3 The Finance cockpit at a glance
- 7.4 Menu map
- 7.5 The chart of accounts, in plain English
- Groups, control accounts, and contra accounts
- Account roles — the engine's address book
- Bringing an older company's chart up to the standard
- Why journals refuse control accounts
- 7.6 Workflows
- Manual journals and GL batches
- Bank accounts, statements, and reconciliation
- Money transfers and expense payments
- Banking in more than one currency
- Budgets and watching them
- Periods — closing and reopening
- Year-end close
- The VAT return
- 7.7 Forms and fields
- Journal Entry
- Bank account
- Bank Reconciliation
- Budget
- 7.8 Links, prints, and documents
- 7.9 Approvals and notifications in Accounts
- 7.10 Reports and statements
- GL Statement
- Trial Balance
- Profit & Loss
- Balance Sheet
- Cash Position
- Budget vs Actual
- Sales Analysis, Product Performance, Sales Performance
- Profit Analysis and Customer Analysis
- 7.11 Exchange rates — frozen rates, conversions, and FX gains and losses
- 7.12 Settings that shape Accounts
- 7.13 Good to know — accounts
Chapter 8 — People
- 8.1 Introduction — the people your business runs on
- 8.2 Where it fits — prerequisites and neighbours
- 8.3 Menu map
- 8.4 The Employee record
- 8.5 Contacts — the people outside your company
- 8.6 Departments — what they do to your numbers
- 8.7 Enquiries — headcount and the People picture
- 8.8 Settings that shape People
- 8.9 Good to know — people
Chapter 9 — Time Tracking
- 9.1 Introduction — selling time, and proving it
- 9.2 Where it fits — prerequisites and neighbours
- 9.3 The Time Tracking cockpit at a glance
- 9.4 Menu map
- 9.5 Workflows
- Projects — the unit everything hangs on
- Recording time — entries and My Timesheet
- Approving timesheets
- Overtime — how it is calculated
- Billing approved time — from timesheet to invoice
- Fixed-price work and progress billing
- 9.6 Forms and fields
- Project
- Time Entry
- 9.7 Links, prints, and documents
- 9.8 Approvals and notifications in Time Tracking
- 9.9 Enquiries and reports
- Unbilled WIP — time earned but not yet invoiced
- Utilization — how full are your people's weeks
- Project Profitability
- Timesheet Status — who still owes a timesheet
- 9.10 Settings that shape Time Tracking — rates, approval, granularity
- 9.11 Good to know — time tracking
Chapter 10 — Manufacturing
- 10.1 Introduction — making things, costed honestly
- 10.2 Where it fits — prerequisites and neighbours
- 10.3 The Manufacturing cockpit at a glance
- 10.4 Menu map
- 10.5 Workflows
- The life of a work order
- Issuing materials and receiving the output
- What WIP means, in plain English
- 10.6 Forms and fields
- Work Order
- Bill of Materials
- 10.7 Links, prints, and documents
- 10.8 Approvals and notifications in Manufacturing
- 10.9 Enquiries and reports
- BOM Explosion
- BOM Cost Build-up (manufacturing view)
- Cost Variance (manufacturing view)
- 10.10 Settings that shape Manufacturing
- 10.11 Good to know — manufacturing
Chapter 12 — Donations
- 12.1 Introduction — gifts in, designated, and accounted for
- 12.2 Where it fits — prerequisites and neighbours
- 12.3 The Donations cockpit at a glance
- 12.4 Menu map
- 12.5 Workflows
- Donors — the people and organisations who give
- Recording a donation
- Designations — money with a purpose
- 12.6 Forms and fields
- Donor
- Donation
- Donation Designation
- 12.7 Links, prints, and documents
- 12.8 Approvals and notifications in Donations
- 12.9 Enquiries and reports
- The Donation Register
- Donations by Donor
- Donations by Designation
- Likely donors — who is most likely to give next?
- 12.10 Settings that shape Donations
- 12.11 Good to know — donations
Chapter 13 — Marketplace
- 13.1 Introduction — selling through your own marketplace
- 13.2 Where it fits — prerequisites and neighbours
- 13.3 The Marketplace cockpit at a glance
- 13.4 Menu map
- 13.5 Workflows
- Sellers — onboarding the businesses who sell with you
- Listings — putting products in front of buyers
- Commission rules — what the platform keeps
- Orders — from checkout to seller payout
- 13.6 Forms and fields
- Marketplace Listing
- Commission Rule
- Marketplace Order
- 13.7 Links, prints, and documents
- 13.8 Approvals and notifications in Marketplace
- 13.9 Enquiries and reports
- 13.10 Settings that shape Marketplace
- 13.11 Good to know — marketplace
Chapter 14 — Documents and files
- 14.1 Introduction — every file, in its place
- 14.2 Where documents live — attachments, the library, and the file plan
- 14.3 Attaching files to records
- 14.4 The Document Library — browsing and searching everything
- 14.5 The file plan — order and period, and what they change
- 14.6 Capturing documents — email-in and uploads
- 14.7 Storage and your plan — why file storage is the metered resource
- 14.8 Keeping and removing — retention, finalized documents, deletion
- 14.9 Good to know — documents
Chapter 15 — Your subscription and billing
- 15.1 Your plan — Starter, Growth, Scale, and what each unlocks
- 15.2 The usage meters — users, storage, documents, AI allowance
- 15.3 Changing your plan — upgrades, downgrades, and protections
- 15.4 Paying — cards, PayPal, Flutterwave, and offline
- 15.5 Trials, grace, and suspension — what happens, in plain terms
- 15.6 Your invoices from Blossom
- 15.7 Your data is yours — export, always
- 15.8 Leaving BlossomERP — erasure, and what is kept
Chapter 16 — Administering your company
- 16.1 The company administrator's role
- 16.2 Users and roles — in plain English
- Why nobody can grant a permission they do not hold
- Roles belong to your company
- 16.3 System Setup — the directory, grouped by area
- 16.4 Bringing your data in — imports, at the user's level
- 16.5 The activity trail — who did what, and when
- 16.6 Setup Progress — the checklist that watches your setup
- 16.7 Good to know — administration
- 16.8 Onboarding, pilot rounds and going live
- 16.9 Erasure administration — for platform operators
- 16.10 Intelligence health — for platform operators
Chapter 17 — CRM
- 17.1 Introduction — relationships before the transaction
- 17.2 Where it fits — prerequisites and neighbours
- 17.3 Menu map
- Parties — who you are talking to
- Leads — new conversations, held apart
- Opportunities — the pursuit itself
- Converting — the pursuit becomes a transaction
- Pipelines — your stages, your probabilities
- Signals — what the channels are saying
- Signal rules — what a signal starts
- 17.5 Forms and fields
- 17.6 Settings that shape CRM
- 17.7 Good to know — CRM
Appendix A — Glossary
Appendix B — Every enquiry and report, indexed
Appendix C — Every KPI and measure, indexed
Appendix D — Simple vs Standard, module by module
Guides & standards references
Publication v0 of the approved subset
The Compliance Register's 20 approved own-words explainers and government deep links. Zero excerpts; no third-party text.
Browse the guides & standards references
- Trial Balance
- Balance Sheet
- Profit & Loss / Income Statement
- General Ledger Statement
- Chart of Accounts
- AR Aging
- AP Aging
- Donation Register
- Donations by Donor
- Donations by Designation
- ccc (Cash Conversion Cycle)
- dpo
- dsi (Days Sales in Inventory)
- turnover (Inventory Turnover)
- gmroi
- current_ratio
- forecast_accuracy (Lab.avgSmape family)
- fcr (Feed Conversion Ratio)
- crm_win_rate
- GoodsReceipts.onTimePct (supplier on-time %)
Government sources
- Issuing receipts
- RC4022 General Information for GST/HST Registrants
- RC4088 General Index of Financial Information (GIFI)
- T4033 Completing the Registered Charity Information Return
- Cross-border digital products or services: GST/HST for digital-economy businesses
- PIPEDA requirements in brief
- Canada's anti-spam legislation
- RC4027 Doing Business in Canada - GST/HST Information for Non-Residents
- T4001 Employers' Guide - Payroll Deductions and Remittances
- T4130 Employers' Guide - Taxable Benefits and Allowances
- RC4082 GST/HST Information for Charities
- P113 Gifts and Income Tax 2025
Snapshot: portal-v0-2026-11-10