HAQ ERP manual
HAQ ERP is a modular business system. The first release focus is Accounting with POS Lite and the operational masters needed to run it. CTRM and Accounting + CTRM packages are visible as coming soon until those areas are release-ready.
Use this manual when you need to set up a company, invite users, enter transactions, control approvals, run reports, or understand what an administrator can change.
Product areas
| Area | Use it for |
|---|---|
| Accounting | Currencies, fiscal years, chart of accounts, journals, taxes, reconciliations, period close, and reports. |
| POS Lite | Counter sales, cash sessions, receipt history, refunds, and POS daily reports. |
| Masters | Products, partners, banks, warehouses, countries, price lists, and templates. |
| Inventory | Stock movements, quantities, cycle counts, replenishment, landed costs, and valuation settings. |
| Commercial | Sales orders, purchase orders, invoices, bills, payments, statements, and receivables/payables. |
| Approvals | Flexible workflow rules for transactions that need review before posting or confirmation. |
| Admin | Users, roles, modules, API keys, automation, required fields, and platform support tools. |
| Import and documents | Import jobs, document capture, OCR suggestions, storage settings, and attachments. |
Operating principles
- One email belongs to one HAQ ERP client tenant.
- A trial company creates a tenant, a first operating company, an owner/admin user, base accounting settings, and selected product entitlements.
- POS Lite users can use POS, inventory, and related masters only. Accounting and CTRM require a paid upgrade.
- Platform staff access is separate from client user access and must be treated as support access.