# Software User Documentation

| Document field | Value |
|---|---|
| Document | Software User Documentation |
| Project | BRN WMS |
| Project code | 200-WMS-26-001-00 |
| Title | เอกสารคู่มือการใช้งานสำหรับผู้ใช้ |
| Project period | 05/01/26–24/08/26 |
| Preparation date | 17/08/26 |
| Release | 17/08/26 V1.0 |
| Standard | ISO/IEC 29110 Basic Profile |
| Organizer | คุณอภิรัชต์ สุภัทรประทีป (Project Manager), ธนกร สถิตวิทยากุล (Developer / System Analyst) |
| Status | Final — reflects the implemented application at report preparation |

## Objective (วัตถุประสงค์)

Provide operational users a guide to accessing and using BRN WMS: onboarding, warehouse/inventory operations, sales, purchasing, finance/accounting, reporting, and notifications.

## 1. Accessing the system

- Users access BRN WMS through a current standards-based browser (Chrome, Edge, or Firefox) at the URL configured for the deployment.
- The interface is responsive and usable on desktop and warehouse-floor (tablet/mobile) devices.
- New company owners register and complete onboarding; users invited by an Owner/Admin complete invited-user onboarding to join the correct company.
- Forgot-password recovery is available from the login screen.

## 2. Roles and access

BRN WMS enforces four roles: **Owner**, **Admin**, **Staff**, and **Viewer**. Menu items and actions shown to a user reflect their role and any additional application-access restrictions set by an Admin/Owner. A Viewer can see authorized screens and reports but cannot create or edit transactions.

## 3. Dashboard

The dashboard (`app/dashboard/`) summarizes stock status, low-stock items, and recent operational activity. An accounting-focused dashboard (`app/ac_dashboard/`) summarizes financial position. Dashboard figures refresh from scheduled aggregate jobs, so very recent transactions may briefly lag behind live data.

## 4. Master data setup

Before recording transactions, an Owner/Admin sets up:

- **Warehouses, storage areas, and bins** (`app/inventory/`) — either a simple single-level warehouse model or the full warehouse/storage/bin hierarchy.
- **Product categories and products** (`app/inventory/`).
- **Contacts and contact types** (`app/contact/`) — customers and suppliers.
- **Company settings, SMTP, and application access** (`app/setting/`).

## 5. Inventory and warehouse operations

Under the Inventory Control System area (`app/ics/`):

- **Stock-in**: record a receipt against a product, quantity, warehouse location, and source document, including lot/serial/expiry where applicable.
- **Stock-out**: issue stock against an authorized document; the system validates available balance before allowing the issue.
- **Stock transfer**: move stock between authorized locations as one linked transaction.
- **Barcode labels**: generate SKU and location barcode labels and use a barcode scanner (or manual entry) on supported screens.
- **Stock reports**: stock overview, movement history, capacity/occupancy, low-stock, expired-stock, and product-lot views are available under Reports (`app/reports/`).

## 6. Sales workflow

Under Sales/Revenue (`app/order/`, `app/revenue/`):

1. Create a **quotation** for a customer.
2. Convert an accepted quotation to a **sales order**.
3. Issue an **invoice** against the order.
4. Process a **return** or **credit note** where applicable.

Each step follows the document's permitted status transitions; an invalid transition is rejected.

## 7. Purchasing workflow

Under Purchasing (`app/po/`):

1. Raise a **purchase request**.
2. Convert an approved request to a **purchase order**.
3. Record the **purchase invoice** on receipt of supplier goods/services.
4. Process a **supplier return** where applicable.

## 8. Finance and accounting

Under Finance (`app/finance/`) and Accounting (`app/accounting/`, `app/journal/`):

- **Receipt billing and receipts** record incoming customer payments against invoices.
- **Payment billing and payments** record outgoing supplier payments against purchase invoices.
- **Chart of accounts, departments, and account formulas** are maintained by an Owner/Admin.
- **Journals and general-ledger entries** are posted from source documents or manually where permitted; entries must balance.
- **Financial reports** — trial balance, profit-and-loss, balance sheet, VAT, journal, and GL-movement — are available under Reports.

## 9. Document numbering and status

Every controlled business document (order, invoice, receipt, payment, journal entry, etc.) receives a system-generated document number following the configured sequence, and moves through a defined lifecycle of statuses. Users cannot force an invalid status transition.

## 10. Notifications

Authorized users receive real-time notifications (via the Node.js notification service) for relevant status transitions — for example, a new order, an approval request, or a low-stock alert — scoped to their authorized company/role context.

## 11. Reports

The Reports area (`app/reports/`) provides authorized users filter, view, print, and export access to the operational and financial reports listed in Sections 5 and 8, subject to their company and role scope.

## Approval

### Prepared by

Name: ธนกร สถิตวิทยากุล  
Role: Developer / System Analyst  
Signature: ______________________________________________  
Date: ___________________________________________________

### Reviewed by

Name: คุณอภิรัชต์ สุภัทรประทีป  
Role: Project Manager  
Signature: ______________________________________________  
Date: ___________________________________________________

### Reviewed and authorized by

Name: คุณเสรี วิริยะสกุลธรณ์  
Project roles: Project Sponsor / Customer Representative / Authorized Approver  
Position: กรรมการผู้จัดการ  
Company: บริษัท บี.อาร์.เอ็น. เอ็นเตอร์ไพรส์ จำกัด  
Signature: ______________________________________________  
Date: ___________________________________________________