Core Module

The Core Module contains fundamental applets that are required by all other modules in BigLedger. These applets provide the basic infrastructure and master data management capabilities that the entire system depends on.

Overview

The Core Module is the foundation of BigLedger ERP, providing:

Master Data Management - Centralized management of critical business data
System Configuration - Essential settings and configurations
Basic Operations - Fundamental business operations
Data Integration - Shared data across all modules

ℹ️

Important: Core Module applets are prerequisites for all other modules. They must be properly configured before implementing other business modules.

Core Applets

1. Chart of Accounts Applet

Purpose: Define and manage the complete chart of accounts structure

Account categories and types
Account hierarchies
Financial statement mapping
Multi-currency support

Used by: All financial transactions across every module

2. Tenant Admin Applet

Purpose: System-wide administration and configuration

User management and permissions
System settings
Security configuration
Audit settings

Used by: System administrators for overall system management

3. Organization Applet

Purpose: Define organizational structure

Company setup
Branch configuration
Department structure
Cost center management

Used by: All modules for organizational hierarchy

4. Cashbook Applet

Purpose: Cash and bank account management

Cash account setup
Bank account configuration
Payment methods
Cash flow tracking

Used by: All modules handling financial transactions

5. Document Item Maintenance Applet

Purpose: Manage document-based items and services

Service items
Non-inventory items
Document templates
Billing items

Used by: Service-based operations, professional services

6. Tax Configuration Applet

Purpose: Complete tax setup and management

GST/SST configuration
Tax codes and rates
Tax groups
Compliance rules

Used by: All modules generating taxable transactions

7. Inventory Item Maintenance Applet

Purpose: Product and inventory master data

Product creation
Item categories
Units of measure
Stock settings

Used by: All inventory-related modules

8. Customer Maintenance Applet

Purpose: Customer master data management

Customer profiles
Credit limits
Payment terms
Customer categories

Used by: Sales, CRM, AR, and customer-facing modules

9. Supplier Maintenance Applet

Purpose: Vendor/supplier master data

Supplier profiles
Payment terms
Purchase agreements
Supplier categories

Used by: Purchasing, AP, and procurement modules

10. Employee Maintenance Applet

Purpose: Employee master records

Employee profiles
Department assignments
Roles and permissions
Compensation data

Used by: HR, Payroll, and employee-related modules

Dependencies

Module Dependencies

All BigLedger modules depend on Core Module applets:

Module	Core Dependencies
Financial Accounting	Chart of Accounts, Tax Configuration, Cashbook
Sales & CRM	Customer Maintenance, Tax Configuration, Doc Item
Purchasing	Supplier Maintenance, Tax Configuration
Inventory	Inv Item Maintenance, Organization
HR & Payroll	Employee Maintenance, Organization
POS	Customer, Inv Item, Cashbook, Tax
E-Commerce	Customer, Inv Item, Tax, Organization

Setup Sequence

Recommended configuration order:

Organization Setup
- Company details
- Branch structure
- Departments
Financial Foundation
- Chart of Accounts
- Tax Configuration
- Cashbook setup
Master Data
- Customers
- Suppliers
- Employees
- Items (Inventory/Document)
System Configuration
- Tenant Admin settings
- User permissions
- Workflow rules

Configuration Best Practices

Initial Setup

Plan your structure before configuration
Use consistent coding across all master data
Set up test data before going live
Document configurations for reference

Naming Conventions

Accounts: Use structured numbering (1000-1999 Assets, 2000-2999 Liabilities)
Items: Category-based codes (ELEC-001, FURN-001)
Customers/Suppliers: Systematic codes (CUS-001, SUP-001)
Employees: Department-based (HR-001, FIN-001)

Data Integrity

Enable audit trails from the start
Set up approval workflows for master data changes
Regular data validation checks
Implement change control procedures

Integration Points

Cross-Module Data Flow

Core Module (Master Data)
    ↓
┌─────────────┬──────────────┬──────────────┬──────────────┐
│  Financial  │   Sales      │  Inventory   │     HR       │
│  Accounting │   & CRM      │  & Warehouse │  & Payroll   │
└─────────────┴──────────────┴──────────────┴──────────────┘
    ↓              ↓              ↓              ↓
         Transactional Data (Orders, Invoices, etc.)

API Integration

Core Module applets provide APIs for:

Master data synchronization
Real-time validation
Data export/import
Third-party integration

Common Use Cases

Multi-Branch Operations

Centralized chart of accounts
Branch-specific cashbooks
Consolidated reporting
Inter-branch transactions

Multi-Currency Business

Currency configuration in Organization
Exchange rates in Financial settings
Multi-currency in Customer/Supplier
Currency-specific pricing

Compliance Requirements

GST/SST setup in Tax Configuration
Audit trails in Tenant Admin
Statutory reports from Chart of Accounts
Compliance validations

Troubleshooting

Common Issues

Cannot create transactions

Verify Chart of Accounts is complete
Check Tax Configuration
Ensure Cashbook is set up

Master data not appearing

Check Organization structure
Verify user permissions
Confirm data status (Active/Inactive)

Integration failures

Validate master data completeness
Check field mappings
Review API permissions

Next Steps

After configuring Core Module applets:

Set up Financial Accounting for financial operations
Configure Sales/Purchasing for trading operations
Implement Inventory for stock management
Add specialized modules based on business needs

Pro Tip: Take time to properly configure Core Module applets. This foundation determines the efficiency and scalability of your entire BigLedger implementation.