Core docs

Step-by-step install guide for the ERPClaw core. Covers OpenClaw + ClawHub install, database init, first commands, and verification.

How the chart of accounts, journal entries, and GL posting work in ERPClaw. Double-entry, immutable submitted entries, the 12-step validation pipeline.

How purchase orders, goods receipts, vendor invoices, and payments flow in ERPClaw. Three-way matching, GL postings at each step, supplier setup.

Upload an OFX, CAMT.053, MT940, or BAI2 statement, auto-match the lines with your own rules, review what is left, and re-import safely without doubling up.

Tag 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.

Hold 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.

Route incoming goods to the right warehouse automatically, and fill orders from a guided pick list that reserves stock as it goes and, for a sales order, becomes a delivery note.

Set 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.

Experimental Hermes support via a GitHub tap: the two-command install, why the full skill identifier is mandatory, and the manual clone alternative.

Send raw materials out, receive finished goods back, and let the books roll material and subcontracting costs into the finished item automatically.

Keep 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.

Track 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.

Build deal stages that match how you actually sell, not a fixed list, and see every open opportunity grouped by where it really stands.

Save 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.

Import leads, contacts, companies, and deals from a spreadsheet with explicit duplicate handling, and export any list back out. Your data stays yours.

Use ERPClaw's month-end preview to find draft journals, due recurring work and fiscal-year blockers before running selected templates.

Review ERPClaw's period-close validation, then use close-fiscal-year to transfer profit and loss balances to retained earnings.

Follow ERPClaw's purchase-order-linked invoice path to compare supplier billing with goods received before posting.

Record a customer's payment and stated deduction in ERPClaw, review the balanced entry and confirm before posting.

Extract text from a supplier bill, check the fields and save a reviewed ERPClaw draft tied to the captured file.

Use ERPClaw's RFQ and supplier quotation actions to prepare requests, record offers and compare them before purchasing.

Map a barcode to an ERPClaw stock item and use the scanned stock-entry and count actions to prepare reviewed drafts.

Use ERPClaw's system audit log to inspect recorded changes and understand what an audit checkpoint represents.