The Knowledge Center is the documentation for the xMatix platform. It explains how to use each module, how to set up and run xMatix for your organization, how to tailor it, and how to build on it. Start from your role if you are new, or go straight to the module you work in. Each module manual explains the everyday tasks first, then the configuration behind them, then what to do when something goes wrong.
Overview
The documentation has seven groups, in the same order as the sidebar on this page:
| Group | Who it is for | What you find there |
|---|---|---|
| Getting Started | Everyone, on day one | Signing in, finding your way around, the mobile app, getting help, and a learning path for each job role |
| Administration | The people who run xMatix for an organization | Users and access, security profiles, licensing, numbering, templates, data import and export |
| Platform | Administrators and implementers | The ideas the whole platform shares, customization tools and integrations |
| Products | Users and administrators of each module | One manual per module, from CRM to Payroll |
| Analytics & AI | Report authors, analysts and Sense users | Reports, dashboards, Data Studio and xMatix Sense |
| Developer | Developers and integrators | The CLI, the data API, the MCP endpoint and connector authoring |
| Help & Reference | Everyone | Field-by-field entity reference, troubleshooting, FAQ and release notes |
When to use it
- You need to do a task. Open the module manual and find the page labelled HOW-TO. It has numbered steps, the exact menu path and button names, and what you should see after each step.
- You need to understand something. Pages labelled CONCEPT or OVERVIEW explain how a feature works and how it connects to the rest of the process.
- You need to know what a field means. The entity reference lists every field of every business entity. Most module pages also have a Fields table for the form they describe.
- Something is not working. Start with Troubleshooting. Most module pages also end with Common problems: the symptom, its cause and the fix.
- You are setting xMatix up. Read the Configuration and Permissions sections of a module page, then the administration guide.
How each page is built
Under the title of every page you see a label and a date:
- The label tells you what kind of page it is: OVERVIEW, CONCEPT, HOW-TO, REFERENCE, TROUBLESHOOTING or FAQ.
- Last reviewed is the date the page was last checked against the product. It is updated every time the page is revised, and it is the best guide to how current the page is.
Module pages follow one structure, so you always know where to look. Sections that do not apply to a topic are left out:
| Section | What it gives you |
|---|---|
| Overview, When to use it, How xMatix handles it | What the feature is, where it fits and what the platform does for you |
| Prerequisites | What must already be set up or recorded |
| Procedure | Numbered steps for each task |
| Fields | What each field on the form means, its allowed values and defaults |
| Business rules | Validations, automatic calculations, numbering and status changes |
| Example | A worked example with invented data |
| Training | A practice exercise and a quick reference |
| Permissions | What access each task needs, and what you see without it |
| Configuration | The settings and setup screens an administrator uses |
| Common problems and Common questions | Symptoms with fixes, and short answers to frequent questions |
Prerequisites
You do not need an account to read the Knowledge Center. To follow a procedure in the product, you need:
- an xMatix user account. See Signing in to xMatix.
- access to the app and actions the procedure uses. Your administrator grants this through security profiles. See How the xMatix security model works.
Procedure
Step 1 — Search for a page
Type at least two characters into the Search docs… box at the top of the sidebar. Results appear as you type: up to eight pages whose title, description or headings contain every word you typed, each with its section. Select a result to open it. If you see No pages match., use fewer or shorter words. Search finds the words of a page's title, description and headings, not its whole text. Press Escape to close the results.
Step 2 — Browse by section
On this page, the sidebar lists every section in its group. On any other page, it lists the pages of the section you are in. The breadcrumb above the title (Home / Docs / section) takes you back to the section's index page or to this page.
Step 3 — Follow a learning path
Open Role guides and choose your job. Each role guide describes one job, then lists the pages that job needs in the order worth reading them. It points to the full procedures rather than repeating them.
Step 4 — Look up a field or term
For a field on a form, open the entity reference and find the entity (the kind of record, such as Order or Invoice). For a business term, see the glossary.
Getting started
New to xMatix? Start here.
- Getting started with xMatix — orientation for new users.
- Signing in to xMatix, Navigating xMatix: apps, lists and records, Personalizing lists and views and Using xMatix on mobile.
- Where to get help — this documentation, your administrator, Sense AI chat, and how to report a problem.
- Role guides — learning paths for the field sales representative, sales manager, warehouse operator, procurement user, finance user, support agent, field service technician, dispatch manager, tenant administrator and developer.
Administration
- Administration guide — users and access, record security, licensing, templates and numbering, data import and export, and sandboxes, each linked to the Setup screen where you do the task.
Platform
- Platform concepts — the ideas the whole platform shares: tenants, companies and organizations, apps, entities, records and views, the security model, what runs when you save a record, delete, recycle bin, archive and restore, offline-first mobile and how Sense AI is governed.
- Customization — data model, entity behaviour, layouts, business rules, scripts, workflows, approvals and expressions, and which tool fits which job. The customization ladder helps you choose.
- Integrations — integration apps and connectors, sync profiles, scheduled runs and monitoring.
Product manuals
| Manual | What it covers |
|---|---|
| CRM | Accounts, leads, opportunities, quotes, product configuration, demos, appointments and activities |
| Sales | Orders, stock allocation and picking, invoicing, payments, pricing, credit limits, trade schemes and claims |
| Field Sales | Beats, visit plans, in-outlet work on mobile, van sales, territory planning, prospecting and attendance |
| Rewards | Incentive plans for people and partners, KPI configurations and compensation records |
| Inventory | The movement ledger, transfers, adjustments, lots, valuation and period balances |
| Procurement | Requisitions, purchase orders, goods receipts, supplier bills, auto-ordering and variance review |
| Warehouse | Picking, delivery orders and dispatch, cycle counting and storage locations |
| Service | Service orders, estimates and invoicing, labour time sheets, checklists, recommendations, campaigns and service contracts |
| Field Service | The dispatch console, skills and capacity routing, resource availability, automatic assignment and the technician's mobile day |
| Support | Cases, SLA policies, queues and routing, knowledge, macros and collaboration |
| Telephony & Messaging | Calls and messaging: who uses each feature and the order to set them up |
| Finance & Accounting | The ledger under every document, journals, banking, period close and statements |
| Tax Center | India GST returns, e-invoicing and e-way-bill preparation, and TDS/TCS compliance |
| Payroll | Employees, salary structures and the payroll run from calculation to payment |
| Expense Management | Expense claims, their approval and how they post to the books |
| Commerce | Catalogues, dealer ordering, per-account pricing, schemes, credit control, direct-to-consumer selling and the screens and records reference |
| Portals | Customer- and partner-facing sites built on your organization's data |
| Mobile App | Navigation, working offline, capturing data in the field, approvals, and what administrators configure |
Analytics & AI
- Analytics & Reporting — the report library, dashboards, scheduled email delivery, sharing and print formats.
- Data Studio — governed data models, analysis-ready datasets, row-level security, archival and embedded BI.
- xMatix Sense — the permission-scoped assistant, nudges, shelf photo analysis, AI Studio and the Setup Copilot.
Developer
- Developer documentation — the xMatix CLI, the data API, the MCP endpoint, connector authoring and the script runtime.
Help & reference
- Entity reference — every business entity's fields, actions, validations and relationships.
- Troubleshooting — the first checks to make, and the route to every module's troubleshooting page.
- Frequently asked questions — the questions evaluators and new customers ask most.
- Release notes — where the monthly summaries of what changed are published.
- Glossary — short definitions of the business terms used across xMatix.
Training
The Knowledge Center doubles as training material. If you are teaching xMatix:
- Build the course from a role guide. Its reading order is a ready-made syllabus.
- Many module pages end with a Training section. Practice exercise is a task the trainee does in a sandbox, with the result they should see. Quick reference is a short list of reminders to hand out.
- Each Example section is a complete walkthrough with invented data. You can demonstrate it live before trainees try the exercise.
- Practise in a sandbox, not in your live data. Where sandboxes are enabled for your organization, an administrator can create one. See Sandboxes and promoting changes.
Practice exercise
Type personalizing into Search docs… and open the page about lists and views. Note its label and Last reviewed date. Then use the sidebar on this page to open the Sales manual, and the breadcrumb to come back here.
Expected result: you reached Personalizing lists and views through search. You can read its label and review date under the title. The breadcrumb's Docs link brings you back to this page.
Quick reference
- Search docs… matches titles, descriptions and headings. Every word you type must match.
- HOW-TO pages have numbered steps. CONCEPT pages explain how something works.
- Last reviewed under the title tells you how current a page is.
- Field meanings are in the entity reference, and terms are in the glossary.
- Something wrong? Look at Common problems on the module page, then Troubleshooting.
- Missing an app or a button? Ask your administrator. Access is set per organization.
Permissions
Anyone can read the Knowledge Center without signing in. What you can do in the product is different: it depends on the security profiles your administrator gives you. Many module pages have a Permissions section that names the access each task needs. If a procedure mentions an app, a button or a field you cannot see, your access is the usual reason. See How the xMatix security model works and Troubleshooting access and sign-in.
Configuration
The documentation describes xMatix as it is delivered: the standard apps, forms, fields, actions and security profiles. Your organization can change much of this. Administrators can add or rename fields, redesign forms, add business rules and automation, and change what each profile allows, so your screens may differ from a page. Where a behaviour depends on a setting, the page names the setting and where to change it, not one organization's value. To see what can be tailored and with which tool, read Customization and The customization ladder.
Common questions
Where should I start if I'm brand new?
Start with Getting started with xMatix. It takes you from signing in to working comfortably in the product. Then open the role guide that matches your job. It lists the pages worth reading in order. If you administer xMatix for your organization, continue into the administration guide and the platform concepts, which explain the security and customization model behind every setting.
How is this documentation organized?
By audience first, then by product. Getting started and the role guides are for everyday users. The administration, platform and customization sections are for the people who configure xMatix. Each product has its own manual with procedures, field tables, configuration and troubleshooting, and the developer section covers the programmable surface. Every page shows its type and the date it was last reviewed under its title.
Why does my screen look different from the page?
The pages describe the standard configuration that xMatix is delivered with. Your organization may have added fields, redesigned forms, renamed items or changed what your security profile allows. A button or field you cannot see usually means your access does not include it, or your administrator has removed it from the form. Ask your administrator. They can check your security profile and the form design.
How current is a page?
Look at Last reviewed under the title. It is the date the page was last checked against the product, and it changes whenever the page is revised. The release notes section explains where summaries of product changes are published. When a page and the product disagree, the product is right. Report the difference through the channels in Where to get help.
Search did not find what I need. What else can I try?
Search matches the words of page titles, descriptions and headings, and every word you type must appear. Try one or two shorter words, such as the name of the record ("invoice") rather than a full sentence. You can also browse the module manual in the sidebar, look the record up in the entity reference, or ask Sense AI chat if your organization has it.