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    • Overview
      • What Is XBuddy
      • 1. Registration & Trial
      • 2. Onboarding Wizard
      • 3. First Steps
      • App Groups & Apps
      • Navigating XBuddy
      • Help Center
    • Platform Features
    • Multi-Company
    • Multi-Currency
    • Multi-Language
    • Audit Trail
    • Custom Fields
    • Master Data
    • Feature Toggles
    • Units of Measure (UOM/AUOM)
    • Administration & Automation
      • Overview
      • Users
      • Roles
      • Permissions
      • Data Scope
      • App Access
      • Overview
      • Packs & Add-ons
      • User Types
      • Billing & Subscription
    • Security
      • Overview
      • Stripe
      • MoMo
      • Google Calendar
      • Overview
      • Authentication
      • AI Gateway
      • Changelog
    • Catalog
      • Overview
      • Order-to-Cash
      • Procure-to-Pay
      • Revenue & Invoicing
      • Inventory, Quality & Assets
      • Manufacturing
      • Distribution & Logistics
      • Overview
      • Lead-to-Cash
      • Marketing to Lead
      • Point of Sale
      • Customer Success
      • Returns & Credit Notes
      • Overview
      • Hire to Retire
      • Payroll to General Ledger
      • Performance, OKR & Learning
      • Landscape
      • Contract, Ticket & Billing
      • Ticket to Order or Field Job
      • Field Service Execution
      • Contract Amendment
      • Overview
      • Projects & Tasks
      • Documents & Knowledge
      • Approvals
      • Contracts & Signatures
    • Overview
    • SME owner: run the whole company
    • Service business: contract to billing
    • Field service: dispatch to invoice
    • Distribution and trading: buy, stock, sell, collect
    • Manufacturing: BOM to finished goods
    • Retail and F&B: counter, menu and kitchen
    • Chief accountant: close, pay and file
    • HR and payroll: hire to payslip
    • Project manager: plan, time, budget, P&L
    • Employee: self-service on web and mobile
    • Overview
    • Workflow Builder
    • Policies
    • Delegation
    • Automation Monitor & Audit
      • Workflow Templates
      • Policy Templates
      • Delegate Templates
    • Overview
    • XBuddy Chat (Copilot)
    • Agent & Skills Catalog
    • Scenarios
    • Pipelines
    • Agent Details by Domain
      • All Agents
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      • Procurement, Inventory & Logistics
      • Procurement Assistant
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      • Operations
      • Project PM
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      • Asset Manager
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      • People
      • HR Ops
      • Recruiter Copilot
      • Payroll Assistant
      • Performance & OKR Coach
      • Learning Coordinator
      • Cross-Platform & Collaboration
      • Contract Lifecycle
      • Signature Steward
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      • Exec Briefing
      • Knowledge Curator
      • Documents Librarian
      • Communications Concierge
      • Verticals & Marketing
      • POS Manager
      • F&B Ops
      • Distribution Manager
      • Marketing Strategist
    • Overview
    • Dashboard
      • Overview
      • Running a domain report
      • Building a custom report in Analytics Builder
      • Scheduling report delivery
      • Exporting to CSV
      • Saved reports
      • Report access settings
      • AI Hub and workflow statistics
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Creating an event
      • Agenda view
      • Due view (tasks + approvals with deadlines)
      • Meeting scheduling & sharing
      • Recurring events
      • Meetings & conclusions
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Tasks
      • Overview
      • Creating a signature request
      • Tracking signature status
      • Bulk scheduling
      • Expiry & audit trail
      • Signing methods
      • Verify signatures
      • Signature policies
      • Signing templates
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Requesting and tracking leave
      • Viewing payslips
      • Tracking your OKRs and growth
      • Attendance, documents, and profile
      • Requests and approvals
      • Announcements, opinions, and decisions
      • Employment letters and help
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Authoring and publishing an article
      • Organizing categories
      • Search and reader feedback
      • Closing content gaps with AI
      • Turning on the public portal
      • Requiring read acknowledgement
      • Importing an article from a document
      • Versions and comments
      • Settings and access
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Authoring an internal article
      • Categorizing the wiki
      • Searching and finding gaps
      • Keeping content fresh
      • Reviewing and publishing
      • Importing from Documents
      • Comments, feedback and acknowledgements
      • Public portal and access settings
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • Contact & Account management
      • Lead pipeline (Kanban + scoring)
      • Lead funnel & handoff
      • Deals & forecasting
      • Deal approvals & activities
      • Contracts + e-signature
      • Service renewals
      • Segments & lists
      • Channel Analytics
      • Pipeline stages are configuration, not code
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Quotations
      • Sales Orders
      • Delivery Orders
      • Generate documents
      • Delivery monitoring & handover
      • Price lists
      • Selling prices
      • Product bundles
      • Customer Returns / RMA
      • Revenue Recognition
      • Sales Teams, Reps & Commissions
      • Sales analytics
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Product & Service catalog
      • Catalogs, Product Library & stock items
      • Content Library & AI generation
      • Marketing channels & UTM tracking links
      • Campaigns, ROI & attribution
      • Campaign members & outbound sending
      • Ad platform sync & lead capture
      • Lead scoring & Hot Leads
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Running the Terminal
      • Opening & closing a session
      • Promotions & gift cards
      • Product modifiers
      • Transactions, voids & refunds
      • Customers & loyalty
      • E-invoices
      • Store stock
      • Reports
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Customer Health scoring
      • Health Alerts
      • Renewals — one pipeline shared with CRM
      • Onboarding & templates
      • CS Playbooks & runs
      • The Helpdesk — and why it's a different queue from Service Management
      • NPS Tracking
      • SLA Management
      • CS Teams & Reps
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Service Catalog — the operational rate card
      • Service Orders — the unit of billable work
      • Service Contracts and amendments
      • Tickets — support requests and their lifecycle
      • Timesheets → Billing
      • Billing — one queue, four models
      • Billing statements
      • OT rates and hour packages
      • Projects within Service Management
      • SLA policies & reporting
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • Customer invoices
      • Supplier bills
      • Expense claims + approval
      • Payments & reconciliation
      • Dunning (tiered reminders)
      • Recurring billing & retainers
      • Timesheet billing and rate cards
      • Payment approval gate
      • Employee disbursements
      • Individual service payments and PIT withholding
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Recording and validating journal entries
      • Chart of accounts and MISA mapping
      • Bank accounts and live feeds
      • Importing and exporting bank statements
      • Reconciling transactions
      • VAT filing (Form 01/GTGT)
      • Period close and year-end migration
      • Fixed assets, prepaids, and budgets
      • Consolidation when an entity is not on XBuddy
      • Financial reports and ratios
      • Cost centers and cost structure templates
      • Cash flow forecast
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • The requisition-to-PO flow
      • RFQs and quote comparison
      • 3-Way Match
      • Vendor management and scorecards
      • Returns, debit notes, and service confirmations
      • Purchase categories and access
      • Vendor portal
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • Items master
      • Warehouses & multi-location
      • Reorder & stock requests
      • Goods Receipt (GRN) with UOM conversion
      • Stock transfers & adjustments
      • Stock adjustments
      • Stocktaking
      • Goods issue & returns
      • Costing & valuation
      • Three-way matching
      • Operations & repair
      • Outbound fulfillment flow
      • Lots, serials & expiry
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Creating and dispatching a job
      • Technicians and teams
      • Van stock and parts requisitions
      • Service contracts and job acceptance
      • Job types & templates
      • Preventive maintenance
      • Requisition batches
      • Tool requisitions
      • Advanced scheduling
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Asset register, categories & locations
      • Preventive maintenance schedule & work orders
      • Work orders
      • QR labels & scanning
      • Disposal & revaluation
      • Asset reports
      • Assignments & transfers
      • Depreciation
      • Asset audits
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Inspection templates
      • Running an inspection (two-step submit)
      • Non-conformance reports (NCR) lifecycle
      • Pass-rate reporting
      • Quality settings & inspection sources
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • Employee lifecycle: hire → onboard → probation → terminate
      • Managing employee records & the org chart
      • Running the recruitment pipeline
      • Onboarding new joiners
      • Employee documents
      • Personal data (Decree 13)
      • Announcements
      • Configuring leave & accrual rules
      • Probation, succession & skills
      • Employee 360 profile
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Running a payroll cycle
      • Salary structures, models, and variable pay
      • Simulating and adjusting
      • Correcting a finalised run
      • Vietnam compliance & GL posting
      • PIT, BHXH and remittances
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • My day
      • Logging time entries
      • Overtime and edits on time logs
      • General entries — time not tied to a project
      • The single approval inbox
      • Timesheet approval
      • Attendance, schedules, and roster
      • Overtime approval
      • Advanced scheduling (WFM)
      • Time-clock devices (including ZKTeco)
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Setting goals and running reviews
      • Finalizing reviews and merit pay
      • Competencies and development gaps
      • Development plans, 1-on-1s, and feedback
      • Pulse surveys and eNPS
      • KPI dashboards and scorecards
      • Talent mapping with the nine-box grid
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Creating objectives and key results
      • Running OKR cycles
      • Check-ins and progress tracking
      • Linking key results to work
      • Milestones and actions
      • Team health and analytics
      • Settings and CSV import
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Authoring courses and learning paths
      • Catalog and enrolment rules
      • The learner experience
      • Enrollments, approvals, and import
      • Assessments and the question bank
      • Instructor-led sessions
      • Certificates, badges, and gamification
      • Team training and reports
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Programs and program templates
      • Session templates and resources
      • Engagements and sessions
      • Coaches and coachees
      • The coachee portal
      • Certificates and analytics
      • Settings and integrations
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • How a file gets here
      • The document library — upload, folders, versions, tags
      • App folders — where files from other apps land
      • Sensitivity levels
      • Share links
      • Entity attachments — attach a file to any record
      • Search
      • AI (RAG) indexing
      • Knowledge Base integration
      • Storage quota
      • Expiry monitoring
      • Sharing and folder permissions
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • Approving or rejecting in My Tasks
      • Tracking Sent requests
      • How requests are generated (policies + workflows)
      • Configuring request types and approval chains
      • Submitting and tracking an internal request
      • Expense claims and payment/reimbursement requests
      • Settling expenses from a business trip
      • Delegation & SLA/escalation
      • Signature levels on approval steps
      • Return for revision and resubmit
      • Workflows & examples
      • Permissions & settings
      • Limits, troubleshooting & FAQ
      • Overview
      • The contract lifecycle
      • Legal review
      • The Risk Register
      • Templates and the Clause Library
      • Reports and settings
      • Renewals
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Planning a project with Gantt, budget, and risks
      • Portfolio and resource capacity
      • The task board and my tasks
      • Reporting on delivery
      • Project templates and statuses
      • Project roles and members
      • Time logs and expenses
      • Project budget and cost control
      • Project finance and invoicing
      • Task review and dependencies
      • Daily log and notes
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Connecting a channel (Email, Slack, Telegram, Zalo)
      • The unified Inbox
      • Team Chat
      • Canned responses & SLA
      • Reports
      • AI Hub & Concierge
      • Workflows & examples
      • Limits, troubleshooting & FAQ
    • Overview
      • Overview
      • Managing distributors and territories
      • Price lists
      • Van sales and reconciliation
      • Credit, commissions, lots & returns
      • Lots and expiry tracking
      • Reports
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Tracking shipments in transit
      • Shipments from Sales Orders
      • Proof of delivery
      • Exceptions and packages
      • Planning routes
      • Handling returns
      • Carrier performance
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Bill of materials (BOM)
      • Work orders & material consumption
      • Work order lifecycle & release approval
      • Quality checks on operations
      • Costing & production reports
      • Work centers
      • Production schedule
      • Material shortages
      • Workflows & examples
      • Limits, troubleshooting & FAQ
      • Overview
      • Kitchen display *(beta)*
      • Building the menu and recipes
      • POS to kitchen *(beta)*
      • Recipe costing
      • Dashboard and reports *(beta)*
      • Outlet settings
      • Loyalty
      • Online ordering & delivery *(beta)*
      • Workflows & examples
      • Limits, troubleshooting & FAQ
EnglishOperation AppsOverview

Operation Apps

Operation Apps run the physical side of the business: stock in warehouses, technicians in the field, equipment through its lifecycle, and quality gates on everything that moves. Warehouse staff, dispatchers, maintenance teams, and quality inspectors work here.

InventoryField ServiceAsset ManagementQuality
Limits, troubleshooting & FAQOverview

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