Search PAX
Find product information, documentation and articles.
158 results for “Inventory”
Documentation
Reorder Analysis Overview
The Reorder Analysis Report helps identify purchased parts that may need replenishment based on net available inventory and reorder point.
Documentation
Returns Overview
Returns opens the RMA workflow for authorizing customer returns and receiving returned inventory.
Blog
What is ERP in Manufacturing? A Plain-English Guide
ERP connects sales, inventory, purchasing, production, shipping, and accounting into one system. This guide explains what it includes and how it relates to CRM, MRP, QMS, and DMS.
Documentation
Work Order Planning Overview
The Work Order Planning Report helps review ESTORE inventory items for manufactured-part planning based on availability, reorder point, order quantity, and usage.
Blog
A Trial User Told Us Our ERP Workflow Felt Disconnected. They Were Right.
A trial user told us PAX ERP felt capable but disconnected. Here is what we changed, why workflow feedback matters, and how to share your own feedback.
Blog
AI in ERP for Manufacturers: Practical Use Cases
Where AI fits in ERP for manufacturers: answering data questions, guiding users through the system, and keeping transactions under human control.
Documentation
Backlog Report Overview
The Backlog Report shows line-level open customer demand with due date, customer, part, quantity, pricing, discount, and backlog value.
Blog
Before You Buy Manufacturing ERP: Five Checks for a Small Team
Before buying manufacturing ERP, find out whether it fixes your main problem, whether your people can run it, and how much work will still fall to you.
Documentation
BOMs Overview
The BOMs screen opens the Bill of Materials Explorer, a read-only view of BOM headers, component structure, component cost, and build availability.
Blog
Building an AI-Friendly Company, Just in Case AI Takes Over the World
PAX added AI-readable documentation with llms.txt, raw Markdown docs, and clean source links so AI tools can answer ERP questions without scraping noisy web pages.
Documentation
Close Period Overview
The Close Period menu opens month-end, quarter-end, and year-end close options.
Documentation
Component Lot Trace Overview
Component Lot Trace shows which work orders consumed a selected component lot and which finished-good lots, shipments, orders, and invoices may be affected.
Documentation
Create Order Overview
The Create Order screen is used to enter a new customer Sales Order with customer, address, shipping, tax, discount, and line-item details.
Product
CRM overview
Manage your sales pipeline, quotes, prospects, customer relationships and email campaigns.
Documentation
Customer Detail Overview
The Customer Detail screen is used to review and maintain a customer record, including customer defaults, notes, addresses, contacts, opportunities, activities, orders, and quotes.
Documentation
Cycle Count Detail Overview
Cycle Count Detail is the read-only view of a completed cycle count session.
Documentation
Dashboard Overview
The dashboard is the main PAX home screen where users open the ERP and CRM areas available to their role.
Documentation
Feedback Overview
Feedback is the main PAX form for sending feature requests and bug reports from inside the authenticated dashboard.
Documentation
Finished Good Lot Trace Overview
Finished Good Lot Trace shows how a manufactured finished-good lot was produced and where it went after shipment.
Documentation
GL & Close Overview
The GL & Close work center is used to post manual journal entries, review ledger activity, view accounts, maintain finance projects, maintain depreciation assets, and run close steps.