Project Scope & Introduction

Introduction

Understanding the AlKareem ERP system purpose and scope

This document defines the high-level design and scope of the AlKareem ERP System, a comprehensive enterprise resource planning solution designed to streamline business operations across multiple modules.

This serves as the foundational reference for all stakeholders—including business analysts, developers, testers, and project managers—ensuring a shared understanding of objectives, deliverables, and system boundaries before development begins.

Document Purpose: Establish clear project boundaries, define module responsibilities, and align team expectations before implementation.

Vision & Goals

Strategic objectives driving the ERP development

Streamline Operations

Automate and optimize core business processes including Accounting, Inventory, Purchase, Sales, Lease, and HR/Payroll.

Modular & Extensible

Build a flexible architecture supporting future enhancements, custom modules, and evolving business requirements.

Multi-Company Ready

Support both single-company operations and multi-branch, multi-company setups with centralized management.

System Overview

High-level module architecture

graph TB subgraph Core["🔐 Core Platform"] Users["User Management"] RBAC["Role-Based Access"] Branches["Branch Setup"] Approval["Approval Workflow"] end subgraph Financial["💰 Financial Management"] Accounts["Accounting"] GL["General Ledger"] Reports["Financial Reports"] end subgraph Operations["📦 Operations"] Inventory["Inventory"] Purchase["Purchase"] PreSale["Pre-Sale"] CashSale["Cash Sale"] Lease["Lease Sale"] end subgraph HR["👥 Human Resources"] Employee["Employee Mgmt"] Attendance["Attendance"] Payroll["Payroll"] end Core --> Financial Core --> Operations Core --> HR Operations --> Inventory Operations --> Financial HR --> Financial style Core fill:#1e293b,stroke:#0ea5e9 style Financial fill:#1e293b,stroke:#a855f7 style Operations fill:#1e293b,stroke:#10b981 style HR fill:#1e293b,stroke:#f59e0b

Module Scope

Detailed breakdown of each business module

1. Core Platform

In Scope:

User management and authentication

Role-based access control (RBAC)

Branch and company configuration

Multi-level approval workflow engine

Tax configuration and management

Warehouse and location setup

2. Accounting Module

In Scope:

4-level Chart of Accounts (hierarchical, configurable)

Double-entry journal entries

Multi-type vouchers (JV, PV, RV, CV)

Expense management and tracking

Inter-account funds transfer

Budget planning and control

Financial year management

Bank account and cheque management

Financial reports (Trial Balance, P&L, Balance Sheet)

General Ledger and account statements

3. Inventory Module

In Scope:

Item catalog with category/subcategory hierarchy

Item variants and unit conversions

Multi-warehouse stock tracking

Inter-warehouse transfers with approval

Stock receiving and delivery vouchers

Stock adjustments and opening balance

Serial/lot number tracking

Weighted average cost calculation

Stock reports and valuation

4. Purchase Module

In Scope:

Supplier master data (groups, payment terms)

Purchase requisitions and approvals

Purchase order lifecycle management

Goods Received Notes (GRN)

Purchase invoicing with accounting integration

Supplier payments and advance management

Purchase returns handling

5. Pre-Sale Module

In Scope:

Customer inquiries and lead management

Sales quotations with approval workflow

Booking and reservation management

Conversion to sales orders

6. Cash Sale Module

In Scope:

Point-of-sale (POS) interface

Walk-in customer management

Instant invoicing and payment collection

Automatic GL integration

Daily sales summary reports

7. Lease Sale Module

In Scope:

Lease plan creation and configuration

Branch-based lease area management

Customer onboarding with guarantor

Lease processing and approval

Delivery and collection tracking

Installment scheduling and tracking

Lease termination handling

8. HR & Payroll Module

In Scope:

Employee master data management

Attendance and leave management

Payroll processing (salaries, allowances, deductions)

Statutory compliance (tax, social security)

Payslip generation and distribution

Payroll integration with accounting

Out of Scope

Features not included in current release

Mobile native applications (iOS/Android)

E-commerce frontend integration

Advanced manufacturing and production planning

CRM with advanced marketing automation

Third-party payment gateway integrations

Real-time chat and collaboration tools

Project Roadmap

Development phases and timeline

Phase 1: Foundation

Core Platform, User Management, RBAC, Approval Workflow

Completed

Phase 2: Financial Core

Accounting, Chart of Accounts, General Ledger, Financial Reports

In Progress

Phase 3: Operations

Inventory, Purchase, Pre-Sale, Cash Sale, Lease Sale modules

Planned

Phase 4: Human Resources

Employee Management, Attendance, Payroll Processing

Planned