Learning / Module guide

Axix ERP module guide

Learn how the fourteen modules fit together — core finance and supply cycles first, then CRM, assets, manufacturing, and support — without stack or language claims.

How to learn the platform

Start with the modules that close your daily cycles

Most teams begin with Accounts, Buying, Selling, and Stock. Then add CRM, assets, manufacturing, and support as the operation matures.

  • Core modules run purchase-to-payment and sales-to-cash
  • Extended modules deepen plant, project, and service work
  • Setup & Utilities underpins users, roles, and workflows

Suggested learning path

A practical order — so training matches how documents actually flow.

  1. 01

    Accounts & Finance

    Ledger, invoices, payments, and period reports.

  2. 02

    Stock / Inventory

    Items, warehouses, and live balances.

  3. 03

    Buying & Selling

    PO → receipt and SO → delivery cycles.

  4. 04

    CRM & Portal

    Pipeline before the quote; customer self-service after.

  5. 05

    Make & maintain

    Manufacturing, quality, maintenance, subcontracting.

  6. 06

    Govern

    Setup, roles, workflows, and audit trail.

Modules connected to business flows
Flows ↔ modules

Modules power the three business flows

Purchase, sales, and inventory flows are how work feels day to day — modules are the capability packs underneath.

  • Purchase flow → Buying + Stock + Accounts
  • Sales flow → CRM + Selling + Stock + Accounts
  • Inventory flow → Stock with buying and selling movements

Study tips for implementers

Teach documents in sequence — not screens in isolation.

  • Walk Material Request → Payment on a sample item
  • Walk Quotation → Payment for a sample customer
  • Show warehouse transfer and valuation reports
  • Map roles before go-live in Setup & Utilities
  • Only then introduce manufacturing or subcontracting
  • Keep portal and helpdesk for post-go-live adoption

Continue learning in the product

Use the module catalog and flow pages together — then validate in a free trial.

  • Fourteen modules
  • Three core flows
  • Trial for hands-on practice