FireAI ERP
Screens and navigation
How the FireAI ERP layout works — left modules, Sales and Purchases top tabs, list pages, create forms, filters, and draft versus confirm — so non-technical users always know where they are.
Updated August 1, 2026
FireAI ERP is organised like a shop floor: big departments on the left, and inside Sales or Purchases, short tabs along the top for the daily registers.
Left rail (main modules)
The narrow strip on the left is always available (subject to your role).
| Module | What it is for |
|---|---|
| Home | Ask FireAI chat — ask questions about your ERP data; use Share on an open chat to copy a link |
| Dashboard / Reports | Charts and custom report views (if enabled) |
| Inventory | Stock balances, products path, transfers |
| Sales | Opens the sales area (customers, invoices, receipts, …) |
| Purchases | Opens the purchase area (vendors, bills, payments, …) |
| Trips | Dispatch / fleet trips (if fleet is enabled) |
| Collections | All data tables in one place (power users / admin) |
| Settings | Company, tools, users, roles, collections, payment statuses |
If a module is missing
Top tabs inside Sales
When you are in the Sales area, tabs along the top typically include:
- Customers — buyer master
- Prices — sales price lists and list items
- Orders — customer orders (only if ordering tool is on)
- Invoices — sales invoices
- Receipts — money received against sales
Click the tab name; do not hunt under Purchases for receipts.
Top tabs inside Purchases
- Vendors — supplier master
- Prices — purchase price lists
- POs — purchase orders
- Bills — purchase invoices / vendor bills
- Payments — money paid to vendors
Anatomy of a list page
Most registers (Customers, Invoices, Stocks, …) share the same pattern:
- Title of the collection at the top
- Search / filters — narrow by name, status, date, etc.
- Create / New button — starts a new record
- Table rows — click a row to open details or edit (as permitted)
- Bulk upload (where available) — import from Excel/CSV
- Pagination — next page of rows at the bottom
Filters hide rows
Anatomy of a create / edit form
- Header fields — party, warehouse, date, status
- Line items editor — add product lines with qty and rate
- Totals — taxable, tax, grand total (calculated)
- Save — keeps work (often as draft)
- Confirm (on documents that support it) — finalises / posts
Move with Tab between fields. Add lines with the add-row control in the line editor. Remove a wrong line before confirm.
Draft versus Confirm on screen
| Action | What you should expect |
|---|---|
| Save / Save draft | Record appears in the list; usually still editable |
| Confirm | Status changes; stock may move; casual edit may be blocked |
| Cancel / close without save | Changes discarded |
Organisation switcher
If you have multiple companies:
- Open the switcher in the header.
- Pick the company.
- Masters and invoices are per organisation — creating a customer in Company A does not create it in Company B.
Collections versus module tabs
- Module tabs (Sales / Purchases) — best for daily work.
- Collections — full list of every table, including supporting ones (lines, movements, notifications). Use when admin asked you to open a specific table by name.
Mobile and small screens
On a narrow screen the left rail may collapse and tabs scroll horizontally. Swipe the tab bar to find Receipts or Payments. Prefer a desktop browser for first-time invoice entry.