Orders, delivery notes, invoices, stock vouchers, collections: most of the day goes on documents. On Platform Web they are all entered the same way, with header details on top, lines below, then record detail. When you switch modules you don't relearn where to type what.
A document is not just a form; permissions, company/branch/warehouse scope, stock impact and the next document all depend on it. A wrong line means a quantity written to the wrong warehouse.
Who is it for?
Sales, purchasing, warehouse, finance and accounting operators. Office teams work on Platform Web and field teams complete the relevant vouchers on Mobile. The approver checks the header and the operator fills the lines. Because the screens look alike, training a new person is easier too.
How it works
You pick the document type; the header takes account, company, branch, warehouse, date and document number. Lines hold product or service, quantity, unit, price, tax and warehouse. Extra details open depending on the document type. After you save, the document lands in the list and can be converted to the next one (order → delivery note → invoice).
Stock vouchers (transfer, opening, warehouse issue) use the same line logic; the difference is the effect on stock. Delivery notes and invoices in sales and purchasing are entered the same way, and so are collection and payment vouchers. For e-documents, the operational document is linked to the one sent to GİB; matching is managed on separate screens.
Permissions decide which steps of a document you see. Scope can lock the default company and warehouse. Required fields, negative stock policy and price rules are checked as you save, so errors are flagged then and not afterwards. After saving, you can take Print / PDF from the list or the document using print templates.
The day mostly runs on "enter a new document, carry on from the list", so the entry screen and the list experience work the same way: save, return to the list, filter, move to the next document.
Benefits
Someone who learns one document type moves quickly to the others. Required fields are shared, so there are fewer mistakes. The chain from order to invoice stays visible, with no spreadsheet in between. A movement entered in the field shows up in the office as the same kind of document. With sync to your existing system, which voucher types to transfer is settled up front.
Relation to modules and products
Sales, purchasing, stock, finance, service/expense and manufacturing vouchers use this layout. Documents are mostly entered on Platform Web, and Mobile completes vouchers in the field. Authorization limits actions such as delete and approve. The e-document module links an operational document to the legal one. CRM quotes can carry over into the sales chain.
FAQ
Is every module's document screen the same? The skeleton is the same; fields change with the document type.
Can I save drafts? It depends on the document type and flow. You can track unfinished documents from the list.
Are all documents on mobile? No. Certain document types and fields are open on mobile; heavy office documents stay on the web.
Which documents does sync move? That depends on the setup. For Mikro and Logo, voucher types are chosen within the project scope.
Next step
Run one chain end to end, for example sales order → delivery note → invoice. Try Free to see the document screens, then settle your daily routine with the list experience.