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Onboarding

First-week checklist

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By role

Clerk

Manager

Tenant admin

Integrator

Cashier (POS) hub

Portal user hub

Work

Overview

parties

Overview

Create a customer

Edit a customer

Find customers

Customer overview

Customer setup

Customer troubleshooting

Create a supplier

Edit a supplier

Find suppliers

Supplier overview

Supplier setup

Supplier troubleshooting

catalog

Overview

Brands

Product categories

Create a item

Edit a item

Find items

Item overview

Item setup

Item troubleshooting

Units of measure

sales

Overview

Create a credit note

Edit a credit note

Credit note posting and corrections

Find credit notes

Credit note overview

Credit note setup

Credit note troubleshooting

Create a sales invoice

Edit a sales invoice

Sales invoice posting and corrections

Find sales invoices

Sales invoice overview

Sales invoice setup

Sales invoice troubleshooting

Create a sales order

Edit a sales order

Sales order posting and corrections

Find sales orders

Sales order overview

Sales order setup

Sales order troubleshooting

Create a sales quote

Edit a sales quote

Sales quote posting and corrections

Find sales quotes

Sales quote overview

Sales quote setup

Sales quote troubleshooting

Create a receipt

Edit a receipt

Receipt posting and corrections

Find receipts

Receipt overview

Receipt setup

Receipt troubleshooting

purchasing

Overview

Create a purchase bill

Edit a purchase bill

Purchase bill posting and corrections

Find purchase bills

Purchase bill overview

Purchase bill setup

Purchase bill troubleshooting

Create a debit note

Edit a debit note

Debit note posting and corrections

Find debit notes

Debit note overview

Debit note setup

Debit note troubleshooting

Create a purchase order

Edit a purchase order

Purchase order posting and corrections

Find purchase orders

Purchase order overview

Purchase order setup

Purchase order troubleshooting

Create a payment

Edit a payment

Payment posting and corrections

Find payments

Payment overview

Payment setup

Payment troubleshooting

Create a purchase quote

Edit a purchase quote

Purchase quote posting and corrections

Find purchase quotes

Purchase quote overview

Purchase quote setup

Purchase quote troubleshooting

inventory

Overview

Stock availability

Receive stock

Reorder rules

Inventory revaluation

Stocktakes

Stock transfers

Create a warehouse

Edit a warehouse

Find warehouses

Warehouse overview

Warehouse setup

Warehouse troubleshooting

treasury

Overview

Create a bank account

Edit a bank account

Find bank accounts

Bank account overview

Bank account setup

Bank account troubleshooting

Create a cashbox

Edit a cashbox

Find cashboxes

Cashbox overview

Cashbox setup

Cashbox troubleshooting

Cheques

Bank reconciliation

Bank and cash transfers

accounting

Overview

Create a gl account

Edit a gl account

Find chart of accounts

GL account overview

GL account setup

GL account troubleshooting

Capital accounts

Dimensions

Foreign exchange rates

Investments

Journal entries

Pending documents

Accounting periods

Recurring schedules

Subsidiary ledgers

Tax codes

pricing

Overview

Create a customer price group

Edit a customer price group

Find customer price groups

Customer price group overview

Customer price group setup

Customer price group troubleshooting

Create a price list

Edit a price list

Find price lists

Price list overview

Price list setup

Price list troubleshooting

Create a promotion

Edit a promotion

Find promotions

Promotion overview

Promotion setup

Promotion troubleshooting

sales-team

Overview

Sales commissions

Sales representatives

Sales targets

Sales territories

crm

Overview

Create a crm activity

Edit a crm activity

CRM activity posting and corrections

Find crm activitys

CRM activity overview

CRM activity setup

CRM activity troubleshooting

Create a crm lead

Edit a crm lead

CRM lead posting and corrections

Find crm leads

CRM lead overview

CRM lead setup

CRM lead troubleshooting

Create a opportunity

Edit a opportunity

Opportunity posting and corrections

Find opportunitys

Opportunity overview

Opportunity setup

Opportunity troubleshooting

support

Overview

Create a support ticket

Edit a support ticket

Support ticket posting and corrections

Find support tickets

Support ticket overview

Support ticket setup

Support ticket troubleshooting

collaboration

Overview

Collaboration overview

projects

Overview

Create a billable expense

Edit a billable expense

Billable expense posting and corrections

Find billable expenses

Billable expense overview

Billable expense setup

Billable expense troubleshooting

Create a project

Edit a project

Project posting and corrections

Find projects

Project overview

Project setup

Project troubleshooting

Create a project task

Edit a project task

Project task posting and corrections

Find project tasks

Project task overview

Project task setup

Project task troubleshooting

subscriptions

Overview

Create a subscription

Edit a subscription

Subscription posting and corrections

Find subscriptions

Subscription overview

Subscription setup

Subscription troubleshooting

operations

Overview

Create a expense claim

Edit a expense claim

Expense claim posting and corrections

Find expense claims

Expense claim overview

Expense claim setup

Expense claim troubleshooting

Create a fixed asset

Edit a fixed asset

Fixed asset posting and corrections

Find fixed assets

Fixed asset overview

Fixed asset setup

Fixed asset troubleshooting

Create a return

Edit a return

Return posting and corrections

Find returns

Return overview

Return setup

Return troubleshooting

Create a service case

Edit a service case

Service case posting and corrections

Find service cases

Service case overview

Service case setup

Service case troubleshooting

manufacturing

Overview

Create a bill of materials

Edit a bill of materials

Find bill of materialss

Bill of materials overview

Bill of materials setup

Bill of materials troubleshooting

Create a routing

Edit a routing

Find routings

Routing overview

Routing setup

Routing troubleshooting

Create a work center

Edit a work center

Find work centers

Work center overview

Work center setup

Work center troubleshooting

Create a work order

Edit a work order

Work order posting and corrections

Find work orders

Work order overview

Work order setup

Work order troubleshooting

hr

Overview

Attendance

Benefits

Compensation

Create a employee

Edit a employee

Find employees

Employee overview

Employee setup

Employee troubleshooting

Employee self-service

Learning

Leave management

HR lifecycle events

Performance

Recruiting

Remote work

Workforce planning

HR workspace

payroll

Overview

Payroll analytics

Payroll compliance

Payroll payments

Payroll runs

pos

Overview

POS command center

Create a pos reason code

Edit a pos reason code

Find pos reason codes

POS reason code overview

POS reason code setup

POS reason code troubleshooting

POS sales reports

Create a pos terminal

Edit a pos terminal

Find pos terminals

POS terminal overview

POS terminal setup

POS terminal troubleshooting

statutory

Overview

Create a tax exemption

Edit a tax exemption

Find tax exemptions

Tax exemption overview

Tax exemption setup

Tax exemption troubleshooting

Create a tax jurisdiction

Edit a tax jurisdiction

Find tax jurisdictions

Tax jurisdiction overview

Tax jurisdiction setup

Tax jurisdiction troubleshooting

ai

Overview

AI action center

AI assistant

Document scan inbox

calendar

Overview

Calendar

knowledge

Overview

Knowledge base articles (tenant)

Manage

Overview

Analytics and BI

Approvals

Consolidation overview

Dashboard

My Work inbox

Period close

Operational and financial reports

Statutory tax reports

Administer

Overview

Approval policies

Automation rules

Calendar setup

Commerce storefront administration

Custom fields

Customer portal setup

Data migration

Document types

Fiscal and e-invoicing setup

HR device integrations

Industry packs

Integrations and API tokens

Localization setup

Modules and entitlements

Multi-entity setup

Saved reports

Platform subscription

Supplier portal setup

Tenant settings

Translations workspace

Users and roles

Cross-cutting

Overview

Attachments and files

Notifications

Permissions model

Search

Translations on forms

Other apps

Overview

POS

Overview

Kitchen display (KDS)

POS kiosk mode

POS refund

Run a POS sale

Open and close POS shift

Restaurant waiter flow

Portals

Overview

Customer portal

Supplier portal

Commerce

Overview

Commerce merchant dashboard

Storefront operator tasks

Troubleshooting

Overview

Troubleshoot bank matching

Troubleshoot permissions

Troubleshoot sales posting

Troubleshoot stock blocks

Develop

Overview

Public API

OpenAPI

API reference

Learning paths

Overview

First week clerk

Month-end manager

On this page

Integrator hub

You connect external systems to BOS via the Public API.

Start here

Public API v1
OpenAPI specification
Narrative API reference

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BlueMatrix Help — product documentation for tenants

Internal eng/ops runbooks live in the repo docs/ tree, not here.