ERP & Hospital OS Module Guides
Comprehensive functional documentation, step-by-step creation procedures, operational workflows, and domain architecture for Katixo. Learn how each module functions, when to use it, how to create records, and how automated accounting, inventory, and GST compliance interact.
How Enterprises Run on Katixo — 4 Core Lifecycles
End-to-end operational workflows connecting procurement, warehousing, sales, and financial ledgers.
Shortage → Purchase Order → GRN → 3-Way Match Bill
Stock shortages automatically trigger draft POs. Incoming shipments are physically inspected with a Goods Receipt Note (GRN) to capture batches, expiry dates, and rack locations. 3-way matching validates PO quantities and rates against the supplier invoice before posting to Accounts Payable.
Sales Order → Delivery Challan (FEFO) → GST 2.0 Invoice
Sales orders check customer credit limits and apply auto-schemes. Goods are dispatched from the warehouse via Delivery Challans with automatic FEFO (First-Expiry, First-Out) lot picking. Dispatched challans convert to GST-compliant tax invoices without double-deducting inventory.
Morning Van Load → Beat Visits → Day-Close Cash Audit
Van stocks are loaded in the morning from the central warehouse. Sales officers navigate scheduled customer beats with GPS check-in, issue spot deliveries or book orders, collect cash and UPI payments, and complete evening cash reconciliation with variance tracking.
Attendance → Statutory Slabs → Bank Payout & GL Posting
Monthly payroll automatically calculates EPF (12%), ESI (0.75%/3.25%), state-specific Professional Tax (PT), Labour Welfare Fund (LWF), and TDS. Approved runs generate bank payout files and automatically post compound General Ledger journal entries with zero manual book-keeping.
Complete Module Documentation & Guides
Browse in-depth functional guides for every domain module in the Katixo Enterprise Suite.
Tax Invoices & Billing
Create GST 2.0 compliant B2B tax invoices, retail cash bills, and service invoices. Auto-resolves HSN codes, tax splits (CGST+SGST vs IGST), and generates e-Way bills.
Delivery Challans & Dispatch
Manage physical warehouse dispatches before or alongside billing. Enforces batch selection, executes stock deductions, and converts to invoices without double-counting inventory.
Contacts & Customer Ledgers
Manage customer and vendor masters, credit limits, overdue payment controls, state codes, and unified contact statements with chronological debit/credit tracking.
Recurring Invoices & Subscriptions
Automate monthly retainers, AMC contracts, software licenses, and recurring rental billing with automated generation schedules and email delivery.
Purchase Orders & GRN Inspection
Convert stock shortages into supplier purchase orders, perform physical inbound inspection via Goods Receipt Notes (GRN), and capture batches, expiry dates, and rack locations.
Batches, Expiry & FEFO Picking
End-to-end batch tracking for pharma, grocery, and chemical verticals. Visual near-expiry alerts, automated FEFO dispatch picking, and supplier return debit notes.
FIFO Lots & Cost Consumption
True FIFO inventory valuation conforming to AS-2. Opens cost lots upon purchase receipts, consumes oldest lots upon sales dispatches, and computes blended real-time COGS.
Stock Counts & Physical Audits
Perform cycle counts and physical inventory reconciliations. Compare system ledger balances against counted quantities and post automatic variance adjustments.
Pharma Clinical & CDSCO Masters
National drug formulations, salt compositions, CDSCO drug-drug interaction alerts at POS, Schedule H/X compliance, and generic substitution matrix with profit margin comparison.
FMCG Field Sales, Routes & Vans
Complete distributor execution: geographical customer beats, weekly route planning, morning van stock transfer, mobile visit check-in with GPS, and end-of-day cash reconciliation.
Indian SMB Payroll & Statutory Slabs
Employee masters, flexible salary structures (Basic, HRA, Special Allowance), automated EPF (12%), ESI (0.75%/3.25%), state PT, LWF, and automated General Ledger salary journal posting.
Autonomous Bank Feeds & Reconciliation
Import bank statements (OFX, CSV, Excel), run AI-powered fuzzy matching against invoices and vendor payments by UTR / UPI reference, and reconcile accounts in one click.
GST 2.0 Reform & Compliance
Built for post-GST 2.0 (Notification 9/2025-CT(Rate)). Unified national HSN directory, intra-state (CGST+SGST) vs inter-state (IGST) split, e-Invoice QR, and GSTR-1 / GSTR-3B export.
Multi-Level Approval Workflows
Enforce internal controls with custom thresholds for Purchase Orders, Credit Notes, Vendor Payments, and Day-Close audits with anti-self-approval protection.
Custom Report Builder & Scheduled Delivery
Build customized operational reports, choose and reorder columns, apply multi-criteria filters, and schedule automated PDF/Excel email dispatch via recurring cron.
AI Review Inbox & Smart Bill Scan
Observe-suggest-review architecture: OCR supplier bills from photos/PDFs, detect pricing and duplicate invoice anomalies, and review recommendations in a human-in-the-loop inbox.
Hospital OS Clinical Suite
Complete hospital management: patient registration, OPD token calling queue, IPD bed and ward admissions, pathology laboratory, operation theatre scheduling, and hospital pharmacy.
Looking for REST API Endpoints & Developer Integration?
Every Katixo module exposes secure, typed REST APIs with JWT authentication for ERP integrations, mobile apps, and automated pipelines.