Help / Operational Features

Operational Features

Quick tour of the sidebar: Clients, Members, Orders, Billing…

A quick tour of the sidebar

mindmap root((Tula ERP)) Main Dashboard Notifications Operations Clients Members Items Supply Chain Inventory Receiving Warehouses Orders Orders Shipments Batches Tracking Finance Invoices Data Import Job History Scheduled Jobs Importer Analytics Reports System Settings System Status Help

Operations

Section What it's for
Clients Companies/customers Tula serves. Contracts, codes, billing setup.
Members The patients/end-users associated with each client. Demographics, eligibility, health details, calls, goals.
Items Product catalog — anything that can be inventoried or billed.

Supply chain

Section What it's for
Inventory Per-item, per-warehouse balances (on-hand, committed, shippable, reserve).
Receiving Incoming inventory adjustments against POs.
Warehouses The physical locations inventory lives in.

Orders & shipping

flowchart LR M[Member] --> O[Order] O --> B[Batch] B --> S[Shipment] S --> T[Tracking] classDef e fill:#0a0f1a,stroke:#00b4c5,color:#c8d0dc class M,O,B,S,T e
Section What it's for
Orders Create, edit, fulfill orders for a member.
Order Shipments Per-shipment view (by warehouse, status, weight, ship-to).
Batches Pull/pack/ship batches that group shipments for warehouse staff.
Tracking Carrier tracking lookup + import preview from carrier files.

Finance

  • Invoices — generated per client per invoice period from billing events; supports drill-down to individual lines.

Data Import

Three pages tied to the TulaImporter service (see Data Import Pipeline for the deep dive):

Section What it's for
Job History Every run that's happened — filter by status or source, drill into details.
Scheduled Jobs The schedule + per-source enable flags.
Importer Trigger an ad-hoc import for any of the three sources.

Analytics

  • Reports — talks to the SSAS tabular model in TulaDW. The data the warehouse push delivers is what surfaces here.

System

Section What it's for
Settings App-wide configuration loaded from dbo.Settings.
System Status Live health check of the ERP API, Importer API, and DW queue depth.
Help These pages.