Core docs
Install, accounting model, purchasing flow, and the rules behind the 12-step GL validation pipeline. Start here.
All core docs
Install ERPClaw in 5 minutes
installStep-by-step install guide for the ERPClaw core. Covers OpenClaw + ClawHub install, database init, first commands, and verification.
Accounting basics in ERPClaw
accountingHow the chart of accounts, journal entries, and GL posting work in ERPClaw. Double-entry, immutable submitted entries, the 12-step validation pipeline.
Purchasing in ERPClaw
purchasingHow purchase orders, goods receipts, vendor invoices, and payments flow in ERPClaw. Three-way matching, GL postings at each step, supplier setup.
Import a bank statement
import-bank-statementUpload an OFX, CAMT.053, MT940, or BAI2 statement, auto-match the lines to open invoices and payments, review what is left, and re-import safely without doubling up.
Reports by department, project, or any dimension
reports-by-dimensionTag entries with a department, project, or any dimension you define, then ask for a profit and loss split by it, with untagged amounts shown separately.
Reserve stock for an order
stock-reservationsHold a quantity for one order so another order cannot quietly consume it. How reservations are checked, what gets refused, and how to release stock you no longer need to hold.
Putaway rules and pick lists
putaway-and-pick-listsRoute incoming goods to the right warehouse automatically, and fill orders from a guided pick list that reserves stock as it goes and becomes a delivery note when complete.
Item substitutes and alternatives
item-substitutesSet backup items once at the item level so the system already knows the ranked alternative when your first choice runs short, including for manufacturing bills of materials.
Install ERPClaw on the Hermes Agent runtime
install-hermesExperimental Hermes support via a GitHub tap: the two-command install, why the full skill identifier is mandatory, and the manual clone alternative.
Subcontract production to an outside manufacturer
subcontractingSend raw materials out, receive finished goods back, and let the books roll material and subcontracting costs into the finished item automatically.
Contacts and companies
contacts-and-companiesKeep people and the businesses they work for as real records, link them, merge duplicates safely, and turn a contact into a paying customer in one step.
Sales tasks and follow-ups
sales-tasksTrack follow-ups with due dates and priorities, linked to the deal, contact, or customer they belong to, so nothing promised in a call dies in a notebook.
Sales pipelines with your own stages
sales-pipelinesBuild deal stages that match how you actually sell, not a fixed list, and see every open opportunity grouped by where it really stands.
Saved views and search across Sales
saved-views-and-searchSave a filtered list you actually reuse, share it with the team, and search across every sales record at once instead of remembering where something lives.
Bring your sales data in, and take it out, as CSV
crm-import-exportImport leads, contacts, companies, and deals from a spreadsheet with explicit duplicate handling, and export any list back out. Your data stays yours.