5.7 KiB
Software User Documentation
| Document field | Value |
|---|---|
| Document | Software User Documentation |
| Project | BRN WMS |
| Project code | 200-WMS-26-001-00 |
| Title | User Guide Document |
| Project period | 05/01/26–24/08/26 |
| Release | 17/08/26 V1.0 |
| Standard | ISO/IEC 29110 Basic Profile |
| Organizer | Apirach Supattaratpateep (Project Manager), Noppong Chareunsook (System Analyst), Thanakorn Sathitwitayakul (Developer) |
| Status | Final — reflects the implemented application at project baseline |
Objective
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/):
- Create a quotation for a customer.
- Convert an accepted quotation to a sales order.
- Issue an invoice against the order.
- 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/):
- Raise a purchase request.
- Convert an approved request to a purchase order.
- Record the purchase invoice on receipt of supplier goods/services.
- 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: Thanakorn Sathitwitayakul
Role: Developer
Signature: ______________________________________________
Date: ___________________________________________________
Reviewed by
Name: Apirach Supattaratpateep
Role: Project Manager
Signature: ______________________________________________
Date: ___________________________________________________
Reviewed and authorized by
Name: Seri Viriyasakultorn
Project roles: Project Sponsor / Customer Representative / Authorized Approver
Position: Managing Director
Company: B.R.N. Enterprise Co., Ltd.
Signature: ______________________________________________
Date: ___________________________________________________