One platform for connected business operations
Rails ERP is a multi-tenant enterprise platform that connects customer management, commerce, operations, finance, people management and support. Its modular approach helps organizations manage business records and workflows together, with tenant-scoped access, role-based permissions, approvals and traceable transactions.
Follow the whole business journey: turn customer demand into orders, coordinate procurement and stock, fulfill sales, manage production and people, and connect operational activity to accounting and management insights.
Build on a controlled administrative foundation
- Identity and Access Management: Manage users, roles, permissions, sessions and account security. Tenant context and permission checks govern access to business records and actions.
- Settings and Administration: Configure organization profiles, branding, localization, currencies, numbering, payment terms, financial periods, inventory defaults and operational preferences for each tenant.
- Contacts: Maintain a shared address book of people and organizations, including communication details, categories, relationships and activity history. Import, export and duplicate-handling workflows support consistent records across departments.
Connect customer relationships to sales
Customer Relationship Management brings together leads, sources, assignment, scoring, qualification, opportunities, pipelines and engagement history. Customer 360 connects profile information with interactions, sales, payments, support events and financial position. Relationship links and custom business records help represent customers, subsidiaries, partners and other business connections.
Sales supports the order-to-cash journey through quotations, sales orders, approvals, price lists, delivery notes, receipts and allocations. Returns, credit notes, customer credit profiles, reminders and forecasts provide follow-through after the initial order. Links to inventory, warehouse and accounting keep fulfillment and financial records connected.
Manage procurement, suppliers and quality
Purchases covers requests, purchase orders, approvals, inbound receiving and goods receipts. Capture shortages, overages and inspection outcomes, then retain resolution decisions, return events and purchasing history.
Suppliers maintains vendor profiles, contacts, commercial terms, payment and tax information, documents and purchasing defaults. Delivery and quality performance, price history and supplier analytics support procurement decisions.
Quality Assurance connects inspections, accepted and rejected quantities, discrepancy cases and release decisions. Required quality checks gate the posting of purchase receipts as available stock. Inspection evidence also supports finished-goods checks and non-conformance handling.
Keep inventory and warehouse work in step
Inventory manages items, variants, categories, units, stock balances, counts, transfers, adjustments, reservations and reorder rules. Controls cover negative stock, variance review, scrap requests, write-offs and policy overrides, with links to the resulting financial effects.
Warehouse Management coordinates warehouses, locations, bins, capacity, receiving, putaway, picking, packing and dispatch. Teams can follow backorders, substitutions, picking exceptions, delivery confirmation and reconciliation while retaining links to purchase, sales and stock records.
Point of Sale records counter sales, line items, returns and cashier sessions. Session closing and review help compare recorded transactions with cashier and payment totals, while inventory and accounting links connect stock movement, revenue, tax and return effects.
Plan production and preserve traceability
Manufacturing supports discrete and process production with bills of materials, recipes, routing steps, work centres, resources and batch parameters. Production demand and MRP recommendations lead into executable production orders.
Track material issues and consumption, finished-goods receipts, work in progress, production costs, labor, losses, scrap, rework and yield. Batch and lot genealogy, supplier-origin links, finished-goods inspections and recall records help teams trace materials through production and assess affected stock and financial impact.
Unify accounting, financial oversight and asset records
Accounting provides the general ledger, chart of accounts, journals, posting and reversals, invoices, vendor bills, receivables, payables, expenses and tax reporting. Financial statements, fiscal-period controls, purchase matching and goods-received-not-invoiced reconciliation connect financial control to source transactions.
Finance uses the accounting foundation for cash-position monitoring, exposure, financial dashboards, planning views and executive reporting. It shares the ledger and its controls rather than maintaining a separate set of financial records.
Assets Management connects physical custody with financial history through asset registers, custodians, transfers, capitalization, depreciation, maintenance, warranties, impairment and disposal.
Manage the employee lifecycle and payroll
HR and Payroll spans organizational structures, employee profiles, recruitment, onboarding, contracts, training, performance, succession and employee self-service. Attendance, shifts, leave, benefits, loans and deductions connect people operations to payroll preparation.
Salary structures, payroll runs, payslips, statutory deductions and filings, approvals and exports support payroll administration. Specialist permissions separate employee, manager, HR, payroll, finance and audit responsibilities. Lifecycle records also cover transfers, disciplinary matters, retirement, exit and clearance.
Coordinate approvals, support and management information
Approvals and Workflow provides a common review model for authorization, decisions, comments, status history and audit trails. Operational modules expose their own approval actions, while the shared workflow layer brings review experiences together.
Help and Support connects tickets, priorities, assignments, responses, attachments, history and SLA-related tracking with users and customer records. Knowledge-base content and queue reporting support service teams and Customer 360.
Reports and Analytics bring operational reporting, dashboards, KPIs and trends into management decisions. Domain modules provide reports and analytics; centralized reporting, reusable datasets and cross-module analytics remain areas of consolidation and further implementation.
Extend Rails ERP with a clear implementation plan
The product catalogue includes additional capabilities at different stages of development. Scope these alongside the core modules when planning your deployment:
- Productivity: Tasks, projects, calendars, notes and shared work queues form a product surface with limited backend workflow coverage.
- Automation: The rules and orchestration interface is present; a complete production execution engine remains to be implemented.
- Marketing: Campaigns, segments and lead nurturing are part of the broader catalogue, with dedicated backend implementation and delivery integrations still required.
- Integrations: Settings and domain-specific connection points support configuration. External connectors require their own implementation, security controls and operational validation.
- AI Insights: Planned summaries, forecasts, scoring and recommendations anticipate a separate Cutecat service. Entry points in ERP modules represent an integration roadmap rather than a fully implemented AI domain.
Explore dedicated Rails solutions
Learn more about Rails HR & Payroll Solution for employee and payroll processes, and Rails Assets Management Solution for physical and capital asset lifecycles.
Talk to Viobex about Rails ERP to map your processes, select the relevant modules and agree the implementation and integration scope for your organization.