Welcome to Modulix
Modulix is a modular business platform that runs in your web browser. It brings together customer relationships (contacts, leads, opportunities), sales (quotations, orders, invoices), purchasing, inventory, accounting and the tools that hold them together (tasks, documents, forms, workflows and notifications) in one workspace for your organization.
This documentation explains how to use each part of Modulix, step by step.
What makes Modulix different
- You choose the modules. Each organization turns on only the modules it needs, for example just Contacts and Leads to start, then Sales and Accounting later. Turning a module on or off takes effect immediately, with no installation on your computer. See Modules.
- One workspace, many organizations. One account can belong to several organizations, such as a group's companies or clients you work for, and switch between them. Each organization keeps its own data, users and settings.
- Access fits your team. Roles decide what each person sees and does, down to "only the records I own" or "my team's records". See Roles and permissions.
- It adapts to you. Modulix is available in English, French, German and Spanish, and shows dates, times, numbers and amounts in each person's format. See Languages and localization.
- It connects. Everything you can do in the app is also available through a documented API, with webhooks to notify your other systems. See API keys and webhooks.
How this documentation is organized
| Section | What it covers | Start with |
|---|---|---|
| Getting started | Signing in, finding your way around, search, your profile and notifications. | Signing in |
| Administration | Users and invitations, roles and permissions, modules, settings, custom fields, the organization structure, the audit log, integrations, imports and exports, languages. | Users and invitations |
| Productivity | Notes, documents, forms, activities and tasks, workflow automation and approvals, notification delivery. | Activities and tasks |
| CRM | Contacts and companies, leads, opportunities and pipelines. | Contacts and companies |
| Sales | Taxes, pricing and discounts, quotations, sales orders, invoicing and payments. | Quotations |
| Finance | The general ledger, accounts receivable and payable, banking, expenses, tax management and financial reporting. | General ledger |
| Purchasing | Suppliers and purchase orders. | Suppliers |
| Inventory | The product catalog, warehouses, stock tracking and stock transfers. | Product catalog |
| Developers | Architecture, building modules, the plugin API, the REST API and webhooks, deploying Modulix. | Architecture |
Each module page follows the same pattern: what the module is for, what you need before you begin (modules to enable, permissions), the main tasks step by step, statuses, how it connects to other modules, its settings and its permissions.
Who should read what
| You are… | Read |
|---|---|
| New to Modulix | All of Getting started. It takes a few minutes and covers what everyone needs: signing in, the sidebar and dashboard, the command palette (Ctrl+K or ⌘K), your profile and notifications. |
| A sales or customer-facing person | CRM, then Sales. Activities and tasks explains how to keep track of calls, meetings and follow-ups. |
| In finance or accounting | Finance, and Invoicing and Payments in Sales for the customer side. |
| In purchasing or operations | Purchasing and Inventory. |
| Setting up Modulix for your organization | Administration, in order: Modules, Organization settings, Roles and permissions, then Users and invitations. Then the pages of the modules you enabled, for their settings and permissions. |
| Connecting another system | API keys and webhooks and Import and export, then the Developers section. |
| Running a Modulix server or building modules | The Developers section. |
Conventions used in this documentation
- Names of buttons, menus, fields and other labels you see on screen are in bold, exactly as they appear in English: "Select New quotation".
- Values you type, permission keys and web addresses are in
code, for examplecore.users.manage. - Screenshots show a fictional company, Brightline Supply Co., a Canadian distributor working in Canadian dollars. Your screens look different depending on your data, your language and theme.
- What you see depends on your organization and your roles. If a page or a button described here is missing for you, the module may not be enabled for your organization, or your role may not include the permission. Each page lists the permissions it needs; ask an administrator of your organization.
:::tip First time here? Sign in, press Ctrl+K (⌘K on a Mac) and type the name of what you are looking for. The command palette finds pages, actions and records across every module. See Search and the command palette. :::