Worksheet

Module-to-document map

A one page chart with a row for each module: sales, purchase, stock, accounts, HR and projects. Columns list the documents it creates, the records it reads from other modules, the reports it feeds and the staff role that owns it. A final column marks the go live order and the target month.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “ERP modules explained: sales, stock, accounts, HR and projects”, www.gullysystem.com/blog/erp-modules-explained-sales-stock-accounts-hr-and-projects