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Warehouse
A Warehouse is a logical or physical location where stock is stored; every receipt, shipment, and transfer is recorded against a specific warehouse to give you real-time visibility into inventory levels and movements.
Stock > Warehouse
Cost Center
A Cost Center lets you tag transactions to business units (departments, projects, or regions), aligning expenses and revenues with how your company actually operates—whether by product line, facility, or service offering.
Accounting > Chart of Cost Centers
User Role
A User Role bundles permissions that control what features and data a user can access—such as System Manager, Accounts Manager, or Warehouse User—ensuring each team member sees only what they need.
Setup > Role
Customer
A Customer can be an individual or organization that buys your products or services; profiles store contact details, billing/shipping addresses, credit terms, and purchase history for accurate order management.
Selling > Customer
Supplier
A Supplier is any entity that provides goods or services—raw materials, packaging, or maintenance; supplier records capture contacts, payment terms, lead times, and performance metrics.
Buying > Supplier
Item
An Item is a product, sub-assembly, raw material, or service that CGIC buys, sells, or manufactures; each Item has a unique code, default unit of measure, and can be grouped for reporting and pricing.
Stock > Item
Account
An Account is a ledger heading—such as “Cash,” “Sales,” or “Travel Expense”—under which financial transactions post; the CGIC App manages your customers’ and suppliers’ balances automatically, so you only configure truly standalone accounts.
Accounting > Chart of Accounts
Fiscal Year
A Fiscal Year defines your accounting period (e.g., Jan–Dec); transactions can only be recorded within open years, and closing one rolls balances into the next as opening balances.
Accounting > Fiscal Year
Journal Entry
A Journal Entry records one or more General Ledger lines whose debits and credits net to zero, letting you adjust balances, record manual entries, or correct postings behind the scenes.
Accounting > Journal Entry
Sales Invoice
A Sales Invoice is the bill you send to a Customer once goods or services are delivered; it records revenue, applies taxes, and creates an Accounts Receivable balance.
Accounting > Sales Invoice
Purchase Invoice
A Purchase Invoice is the bill you receive from a Supplier for delivered items or services; it logs expenses, taxes, and creates an Accounts Payable liability.
Accounting > Purchase Invoice
Material Request
A Material Request is an internal requisition for raw materials or parts—either manually created by users or auto-generated when stock falls below reorder levels—serving as the first step in your procurement workflow.
Buying > Material Request
Bill of Materials (BOM)
A BOM lists all components, quantities, and operations needed to build a finished or semi-finished product, driving material planning, costing, and work order generation.
Manufacturing > Bill of Materials
Work Order
A Work Order is a production instruction derived from a BOM, specifying the quantity to manufacture, the operations to perform, and the resources to consume on your shop floor.
Manufacturing > Production > Work Order
Stock Entry
A Stock Entry records any movement of inventory—receipt, issue, or transfer—updating warehouse balances and triggering stock valuation adjustments in real time.
Stock > Stock Entry
Purchase Receipt & Delivery Note
A Purchase Receipt confirms goods received from a Supplier (against a PO), and a Delivery Note confirms goods shipped to a Customer (against a Sales Order); both adjust stock levels and link back to their originating documents.
Stock > Purchase Receipt / Delivery Note
Quality Inspection
A Quality Inspection captures test results for an Item at receipt or before delivery, allowing you to accept or reject batches based on defined quality parameters.
Stock > Quality Inspection