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Module Guide Overview

Welcome to the Lucky POS & ERP Module Guide! This documentation is organized by system functionality, helping you understand what each module does and how to use its features.

🎯 How to Use This Guide​

  • By Role? → See User Guide for role-based instructions
  • By Feature? → You're in the right place! Browse modules below

📊 Core Modules​

Dashboard Module​

Your control center for business analytics and system administration.

  • Sales overview dashboard with real-time KPIs
  • Financial performance metrics
  • Inventory overview
  • Marketing analytics
  • User and permission management
  • System settings

Who Uses This: Managers, Owners, Supervisors

Restaurant Module​

Complete restaurant operations including POS and kitchen management.

  • GUI Menu (Touch POS)
  • Order management (Dine-in, Takeaway, Delivery)
  • Kitchen Display System (KDS)
  • Table management with QR codes
  • Service charges and product types
  • Pickup points
  • 86 Items management

Who Uses This: Cashiers, Kitchen Staff, Servers, Managers

Product Module​

Product catalog and inventory information management.

  • Product master data (CRUD)
  • Product categories and types
  • Product ingredients and recipes
  • Price management and history
  • Stock groups and classifications
  • Bulk import/export
  • Product dashboard with analytics

Who Uses This: Store Supervisors, Managers, Inventory Staff

Stock Module​

Comprehensive inventory control and warehouse operations.

  • Stock transfers between locations
  • Stock receiving
  • Stock adjustments and corrections
  • Stock damage/wastage tracking
  • Product assembly and production
  • Bin transfers and location management
  • Staff meal consumption
  • Stock taking (physical count)

Who Uses This: Store Supervisors, Warehouse Staff, Managers

Purchase Module​

Procurement and supplier management workflows.

  • Purchase requisitions (PR)
  • Purchase orders (PO)
  • Goods Receipt Note (GRN)
  • Purchase invoices
  • Supplier management
  • Payment terms
  • Purchase returns

Who Uses This: Store Supervisors, Purchasing Staff, Managers

Invoice Module​

Sales invoice generation and management.

  • Sales invoices (multiple types)
  • GUI POS interface
  • Quick POS
  • Tax invoices
  • Goods Delivery Note (GDN)
  • Invoice templates
  • Serial number tracking

Who Uses This: Cashiers, Sales Staff, Accountants

Account Module​

Financial accounting and transaction management.

  • Chart of Accounts (COA)
  • Voucher management (Debit, Credit, Contra)
  • Supplier and customer ledgers
  • Financial dashboard
  • Cash allocation
  • Transaction history

Who Uses This: Accountants, Finance Managers

Report Module​

Business intelligence and reporting tools.

  • Sales reports (by date, branch, product, category)
  • Purchase reports
  • Stock movement and valuation
  • Financial reports (P&L, Balance Sheet)
  • Cash reports
  • Outstanding reports (GRN, Purchase)
  • Custom reports

Who Uses This: Managers, Accountants, Analysts

🔧 Supporting Modules​

Customer Module​

Customer relationship and data management.

  • Customer registration (Walk-in, Regular, VIP)
  • Customer credit management
  • Loyalty program (Delico members)
  • Customer ledger
  • Payment history

Supplier Module​

Vendor management and relationships.

  • Supplier registration
  • Supplier types and classifications
  • Supplier ledger
  • Opening balances
  • Payment tracking

HRM Module​

Human resource management.

  • Employee registration
  • Designation management
  • Attendance tracking
  • Salary setup and payment
  • Employee history

Bank Module​

Bank account and transaction management.

  • Bank account registration
  • Daily banking records
  • Bank reconciliation

Tax Module​

Tax configuration and management.

  • Tax rate setup
  • VAT/GST configuration
  • Tax application rules

Marketing Module​

Marketing campaign management and analytics.

  • Campaign performance tracking
  • Customer acquisition metrics
  • Digital presence monitoring

🗺️ Module Relationship Map​

┌─────────────────────────────────────────────────────┐
│                   DASHBOARD                          │
│            (Central Control & Analytics)             │
└─────────────────────────────────────────────────────┘
                          │
        ┌─────────────────┼─────────────────┐
        │                 │                 │
   ┌────▼────┐      ┌────▼────┐      ┌────▼────┐
   │RESTAURANT│      │ PRODUCT │      │ ACCOUNT │
   │  (POS)   │      │ (Master)│      │(Finance)│
   └────┬────┘      └────┬────┘      └────┬────┘
        │                 │                 │
        │           ┌─────┼─────┐          │
        │           │           │          │
   ┌────▼────┐ ┌───▼────┐ ┌───▼────┐ ┌───▼────┐
   │ INVOICE │ │ STOCK  │ │PURCHASE│ │ REPORT │
   └─────────┘ └────────┘ └────────┘ └────────┘
        │           │           │          │
        └───────────┴───────────┴──────────┘
                    │
              ┌─────┼─────┐
              │           │
         ┌────▼────┐ ┌───▼────┐
         │CUSTOMER │ │SUPPLIER│
         └─────────┘ └────────┘

🔄 Common Workflows​

Sales Workflow​

  1. Restaurant → Create order (POS)
  2. Kitchen → Prepare order (KDS)
  3. Invoice → Generate invoice
  4. Account → Record payment
  5. Report → View sales analytics

Procurement Workflow​

  1. Product → Check stock levels
  2. Purchase → Create purchase request
  3. Purchase → Generate purchase order
  4. Stock → Receive goods (GRN)
  5. Purchase → Match invoice
  6. Account → Make payment

Inventory Workflow​

  1. Product → Define products
  2. Stock → Receive initial stock
  3. Restaurant → Sell products
  4. Stock → Transfer between locations
  5. Report → View stock valuation

📖 Navigation Tips​

Finding What You Need​

I want to know how to...

I need to configure...

🎓 Learning Path​

For New Users​

  1. Start with Dashboard - Understand the overview
  2. Learn Restaurant (if front-of-house) or Product (if back-office)
  3. Progress to Stock and Purchase
  4. Master Reports for insights

For Administrators​

  1. Dashboard - User and permission setup
  2. Account - Chart of accounts configuration
  3. Product - Product master setup
  4. All Modules - Understand integration points

🔗 Related Documentation​

Choose a module from the navigation menu to get started! 🚀