Platform & Configuration and Additional Features

The configuration foundation every other module builds on countries, costing, transactions, permissions, compliance, and commercial controls.

Company identity and document management

Configure your company profile, print templates, country-specific rules, and multi-tenant identity - the foundation every transaction inherits.

Company identity and document management
Company settings Company profile, logo, identifiers, and operational defaults for the entire tenant.
Print templates Design document layouts per transaction type - invoices, quotations, delivery notes, POS, and more.
Country configuration Country Configuration including currency configuration, decimal precision settings, VAT structures, number formatting , cities, and e-invoicing credentials per country (JOR, KSA).
Full bilingual support A smooth Arabic and English experience across all parts of the system—from account names, document labels, settings, and reports—with support for additional languages coming soon.

Financial structure and compliance

Chart of accounts policy, GL mapping, JV series, fiscal calendar, ZATCA e-invoicing, aging periods, and costing methods - enterprise-grade financial controls.

Chart of account settings Chart of Accounts configuration including hierarchical coding policies per level, account type definitions with financial statement classification, maximum chart depth control, automated account code generation, and post-creation locking rules.
GL account mapping General Ledger (GL) account mapping to system dimensions including Cash, Inventory, Goods Delivered Not Invoiced (GDNII), Goods Received Not Invoiced (GRNII), Cost of Goods Sold (COGS), Accounts Receivable (AR), and Accounts Payable (AP) for automated journal entry generation.
JV series groups Fiscal-year-aware numbering with series isolation per document type. Each module gets its own track.
Fiscal calendar Define fiscal years and periods. Year-end closing wizard with validation checklist and opening balance carry-forward.
E-invoicing configuration E-invoicing configuration including KSA e-invoicing device and certificate workflow, Jordan JoFotara integration, with support currently for Saudi Arabia and Jordan and additional countries coming soon.
Aging period settings Configure Accounts Receivable (AR) and Accounts Payable (AP) aging bucket labels and day ranges per module for structured receivables and payables analysis, including stock aging to monitor inventory age distribution, movement, and valuation.
Costing settings Costing configuration including selection of costing method (WAC, FIFO), definition of Weighted Average Cost (WAC) scope as company-wide or per-store, support for costing with store-specific accounts, and transaction locking after posting.
Payment terms Due-date rules for accounts receivable and accounts payable across sales and purchase documents.

Transaction types, behavior, and access control

Every document in TrivexaERP is governed by transaction type settings. You control which types exist, how they behave, and who can use them - down to the user, store, and cash account level.

Transaction types Transaction types catalog defining all system transaction types across Sales, Purchase, Inventory, and Core modules, including naming conventions, classification, and numbering rules.
Transaction type settings Per-type behavior: pricing rules, discount policies, workflow triggers, stock impact flags, and posting rules.
User permissions User permissions defining which transaction types each user is allowed to create, edit, post, or delete within the system.
Store permissions Store permissions defining which transaction types are permitted per store or warehouse location within the system.
Cash permissions Cash permissions defining which transaction types are allowed per cash or bank account within the system.
COMMERCIAL CONTROLS

Pricing, discounts, promotions, and approval workflows

A complete commercial control layer: price lists with priorities, promotion campaigns (BOGO, tiers, codes), discount governance with reason codes and limits, and multi-step approval workflows - all configurable, all auditable.

Price lists Customer, trade, retail, contract, promotion types. Priority-based with currency and date validity. Import/export via Excel.
Promotions engine Percentage off, fixed amount, BOGO, tiered discounts, bundle pricing, promo codes - applied automatically at transaction time.
Discount reason codes Every manual discount requires a reason. Auditable trail. Can trigger approval workflow.
Discount limits Layered limits: system-wide, per transaction type, per role, per user, per customer, per item. Exceeding triggers approval.
Workflow designer Build multi-step approval workflows with triggers, approver types (user/role), escalation, and reminders.
Workflow rules Attach workflows to transaction types. Configure triggers (new document, discount exceeded) and blocked actions until approved.
Customer groups Group customers with default price list, discount policy, and credit limits.

Notifications and integration

Email settings SMTP configuration, templates, send queue, and delivery logs for transactional and notification emails.
WhatsApp integration Meta WhatsApp Business Cloud API for OTP, customer notifications, and service messages. Per-tenant credentials with logging.

Operations and logistics

Delivery terms Incoterms-style delivery terms for sales and purchase documents, defining standardized trade and shipping conditions across transactions.
Shipping methods Defines carriers and shipping methods used for logistics operations, enabling standardized shipment handling and tracking across sales and distribution processes.
Landed cost types Define additional cost categories such as freight, insurance, customs, and related charges, along with default allocation rules for purchase landed costs. The system supports multiple allocation methods including By Quantity, By Value, and By Weight, ensuring accurate distribution of total landed cost across inventory items.
Inventory opening balance Enter and post opening stock quantities and costs. Import support for large catalogs.

Multi-company and data migration

Multi-company and data migration allow you to manage multiple companies or branches within one system, each with its own settings and data. It includes a guided setup tool to move your data from TrivexaLite easily, showing real-time progress. This migration covers your basic information, starting balances, saved transactions, and a step-by-step transfer of financial records.

One configuration layer: Retail, wholesale, POS, e-commerce, and finance all read the same rules. No duplicate masters, no conflicting settings across channels.

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