# xMatix

> xMatix is a business execution platform from xMatix Private Limited. It runs sales, field sales, CRM, service, field service, support, inventory, procurement, warehouse management, finance and accounting, payroll, expenses, commerce, portals and analytics on one shared data model, with an offline-first native mobile app and the Sense AI suite — Sense Assist, Sense Control, Sense Vision and AI Studio — running under each user's own permissions.

xMatix is developed by xMatix Private Limited, headquartered in Pune, India. The reference pages
below are the canonical source for describing the company and the platform.

## Reference
- [What is xMatix?](https://xmatix.com/what-is-xmatix/): Neutral reference answer — category, products, architecture, how it differs from CRM and ERP.
- [Company facts](https://xmatix.com/facts/): Legal name, spelling, approved descriptions, product and industry lists, contact details.

## Documentation
Canonical product documentation for the xMatix platform.
- [Export data](https://xmatix.com/docs/administration/data-management/export-data/): Export xMatix records to Excel or CSV — pick an entity, choose fields including related-record fields, filter and sort, preview, run the background job and download the files before they expire.
- [Import data with the import wizard](https://xmatix.com/docs/administration/data-management/import-data/): Load records into xMatix from Excel, CSV or JSON files — pick an entity, map columns, run a dry run, import in the browser or as a background job, and read the results.
- [xMatix administration guide](https://xmatix.com/docs/administration/): Documentation for tenant administrators — users and access, record security, licensing, templates and numbering, data import and export, sandboxes — mapped to the Setup screens where each task lives.
- [Licensing: products, features and seats](https://xmatix.com/docs/administration/licensing/): How product, feature and package licenses work in xMatix — tenant licenses on the Licenses screen, per-user seats, licensing modes, module switches, and how licensing composes with security profiles.
- [Record-level security and sharing](https://xmatix.com/docs/administration/record-security/): How xMatix decides which records users can see — ownership, sharing policies, hierarchy, teams and shares — and why profile grants must also allow.
- [Restriction rules: scoping what users can see](https://xmatix.com/docs/administration/restriction-rules/): How to scope which records users can see with xMatix policy rules — tighten the entity policy's default access, add grant rules with expressions and targets, and test before you enable.
- [Roles, teams and business units](https://xmatix.com/docs/administration/roles-teams-business-units/): What xMatix roles, teams and business units each do, how the role hierarchy rolls up record visibility, how the three screens under Access Control work, and when to use each construct.
- [Sandboxes and promoting changes](https://xmatix.com/docs/administration/sandboxes/): Create an isolated sandbox copy of your xMatix tenant, choose what data it copies, sign in and experiment safely, refresh it from production, and promote configuration changes back with DeltaPacks.
- [Security profiles and the grant matrix](https://xmatix.com/docs/administration/security-profiles/): How xMatix security profiles grant entity, field, app and action access, how capabilities open Setup areas, and how profiles combine with licensing.
- [Worked security scenarios](https://xmatix.com/docs/administration/security-scenarios/): Worked xMatix security setups — owner-based records, manager roll-up, business-unit sharing, team collaboration, a rule-based exception and a see-everything role — with goal, configuration and result.
- [Email templates and document numbering](https://xmatix.com/docs/administration/templates/): Author entity-bound messaging templates with merge tokens, wire them into rules, approvals and subscriptions, and configure automatic document numbering such as SO-2609-000042.
- [Troubleshooting: a user can't see something](https://xmatix.com/docs/administration/user-cant-see-x/): An ordered triage for access complaints in xMatix — licensing, profile grants, record security, restriction rules, view filters. Fix the first failing layer.
- [Offboard or suspend a user](https://xmatix.com/docs/administration/users/deactivate-a-user/): How to remove a user's access to your xMatix organization safely, clean up active work and license seats, and understand what the Active field does.
- [Invite a user](https://xmatix.com/docs/administration/users/invite-a-user/): Invite a user to xMatix: create the account in the New User dialog, let provisioning send the welcome email, then assign a security profile, roles, teams and seats so they can sign in and work.
- [Create a dashboard in the dashboard designer](https://xmatix.com/docs/analytics/dashboards/create-a-dashboard/): Create an xMatix dashboard — define its identity and visibility, add native or report-backed widgets, configure filters, then save and test access.
- [Dashboards in xMatix](https://xmatix.com/docs/analytics/dashboards/): How xMatix dashboards work — the dashboard library, the viewer and its toolbar, widget sources, filters and pages, per-viewer loading and caching, folders, sharing and email delivery.
- [Document reports — print formats for records](https://xmatix.com/docs/analytics/document-reports/): What document reports are in xMatix — designed print formats for invoices and orders — and how they surface on records via Print and Preview actions.
- [xMatix Analytics & Reporting](https://xmatix.com/docs/analytics/): What the xMatix Analytics & Reporting section covers — the report library, dashboards, scheduled email delivery, sharing, and document print formats.
- [Create a report with the report wizard](https://xmatix.com/docs/analytics/reports/create-a-report/): Build a report in xMatix with the report wizard — pick a data source, join related entities, choose fields and columns, group and summarize, add buckets and filters, name it and save.
- [Reports in xMatix](https://xmatix.com/docs/analytics/reports/): How reports work in xMatix — the report library, the grid, pivot and document formats, folders and favourites, row actions, and what happens when a report runs.
- [Design a document report in the report designer](https://xmatix.com/docs/analytics/reports/report-designer/): Design a document report in xMatix — define its data with the wizard, then lay out bands and fields in the full designer for print-grade output.
- [Who can see a report or dashboard](https://xmatix.com/docs/analytics/sharing-and-access/): Who can see a report or dashboard in xMatix — the visibility rule, why new content starts private, and the pitfalls unshared content creates.
- [Subscribe to reports and dashboards by email](https://xmatix.com/docs/analytics/subscriptions/): Schedule a report or dashboard for email delivery in xMatix — pick a format and schedule, add recipients, know what is and is not checked at send time, and change or stop the subscription later.
- [Troubleshooting analytics](https://xmatix.com/docs/analytics/troubleshooting/): What to check when xMatix analytics misbehaves — a missing or empty report, columns that changed on their own, a blank dashboard, a late or missing subscription email, a failing Print action.
- [Catalogue and customer-specific pricing](https://xmatix.com/docs/commerce/catalogue-and-pricing/): How the catalogue is merchandised in xMatix: stores, store categories and catalogue entries over the item master, and how price lists and discount groups give each dealer its own terms.
- [Direct-to-consumer selling](https://xmatix.com/docs/commerce/direct-to-consumer/): How xMatix sells to end customers: commerce channels, published catalogues for anonymous shoppers, guest and signed-in carts, the freeze-first checkout, coupons and orders.
- [xMatix Commerce FAQ](https://xmatix.com/docs/commerce/faq/): Straight answers to the questions B2B evaluators ask about xMatix Commerce — ordering channels, dealer pricing, scheme automation, credit control, storefronts.
- [xMatix Commerce](https://xmatix.com/docs/commerce/): What xMatix Commerce covers — merchandised catalogues, cart-style dealer ordering, per-account pricing, trade schemes, credit control and portal storefronts.
- [Dealer ordering](https://xmatix.com/docs/commerce/ordering/): How dealer orders are captured in xMatix — cart-style catalogue entry and the purchase-order handoff — and how they run the standard order pipeline.
- [Trade schemes and credit control](https://xmatix.com/docs/commerce/schemes-and-credit/): How trade schemes apply to dealer orders and storefront carts, how scheme budgets gate invoices, and how credit limits gate order and invoice creation in xMatix.
- [Commerce screens and records](https://xmatix.com/docs/commerce/screens/): Every screen in the Commerce app, from stores and carts to orders, payments, coupon campaigns, partner microsites and the Settings tiles, with what each holds and its status vocabulary.
- [Portal storefronts](https://xmatix.com/docs/commerce/storefronts/): How dealer and customer storefronts are delivered with xMatix Portals: the portal site record, published data views, self-service signup and the channel that makes a portal transact.
- [Apps, entities, records and views](https://xmatix.com/docs/concepts/apps-entities-records/): How xMatix models work: entities defined in metadata, standard and custom record types, fields, views, layouts, and apps that group them.
- [The customization ladder: which tool for which job](https://xmatix.com/docs/concepts/customization-ladder/): How to choose between configuration, business rules, approval processes, workflows, automation scripts and custom components when changing xMatix.
- [Delete, recycle bin, archive and restore](https://xmatix.com/docs/concepts/data-lifecycle/): What happens when records are deleted in xMatix — the recycle bin, restore, retention windows, archiving, and what to check before a bulk delete.
- [What runs when you save a record](https://xmatix.com/docs/concepts/execution-order/): How to read the entity Execution Plan for defaults, validation, business rules, platform handlers, workflows and automation across insert, update and delete.
- [xMatix platform concepts](https://xmatix.com/docs/concepts/): The mental models behind xMatix — tenancy, apps and records, security, customization, save-time execution, data lifecycle, offline mobile and Sense AI.
- [How offline-first mobile works](https://xmatix.com/docs/concepts/offline-mobile/): How the xMatix mobile app works offline — data kept on the device, an outbox that queues edits until they sync, visible sync status and conflict resolution.
- [How the xMatix security model works](https://xmatix.com/docs/concepts/security-model/): The layers of xMatix access control — licensing, security profiles, capabilities, record-level security policies and company scoping — what each decides and how they combine.
- [How Sense AI is governed](https://xmatix.com/docs/concepts/sense-governance/): How Sense AI is governed in xMatix — the identity an agent runs as, the tools it may use, when a person must approve, how nudges are sourced and tuned, and the switches administrators hold.
- [Tenants, companies and organizations](https://xmatix.com/docs/concepts/tenants-and-companies/): What a tenant is in xMatix, how companies are modeled inside one, how user access can be scoped per company with view and transact rights, and when to switch on multi-company mode.
- [Accounts: the customer master](https://xmatix.com/docs/crm/accounts/): How accounts work in xMatix — one master record per business relationship, its roles, its related orders and invoices, hierarchy, merging and account groups.
- [Activities: calls, tasks and notes on records](https://xmatix.com/docs/crm/activities/): The shared engagement layer in xMatix — tasks, calls, meetings, emails and notes logged on any record's timeline, plus the call register for phone calls.
- [Scheduling appointments](https://xmatix.com/docs/crm/appointments/): How xMatix appointment scheduling works — appointment types, slot templates that release bookable capacity, bookable resources, and the booking lifecycle.
- [CRM configuration reference](https://xmatix.com/docs/crm/configuration/): Administrator reference for xMatix CRM — appointment types, slot templates, bookable resources and scheduling settings, plus account groups and their rules.
- [xMatix CRM](https://xmatix.com/docs/crm/): What the xMatix CRM module covers — accounts, leads, opportunities, quotes, product configuration, demos, appointments and activities — and where each topic lives.
- [Working leads from capture to conversion](https://xmatix.com/docs/crm/leads/): How to capture a lead in xMatix, qualify it with activities, and convert it — what conversion creates, and releasing a lead straight to an opportunity or order.
- [Working opportunities through the pipeline](https://xmatix.com/docs/crm/opportunities/): How to work an opportunity in xMatix — lines and pricing, confirming the deal, and safely generating a quote, sales order or service order.
- [Product configurator and demos](https://xmatix.com/docs/crm/product-configurator/): How package products are configured on xMatix CRM documents — components, selection rules and pricing — and how product demos are booked from an opportunity.
- [The quote lifecycle](https://xmatix.com/docs/crm/quotes/): How quotes work in xMatix — creating one from an opportunity, pricing it, recording approval or decline, and creating the order or service order from it.
- [Troubleshooting CRM](https://xmatix.com/docs/crm/troubleshooting/): Fixes for the blocks xMatix CRM users actually hit — conversion refusals, generation actions that won't run twice, quiet Create Order, empty configurators and full slots.
- [Approval processes: sign-off that gates records](https://xmatix.com/docs/customization/approvals/): Build approval processes in xMatix — steps and approvers, submitting records, the approvals inbox on web and mobile, and how approval state gates documents.
- [Your first automation script](https://xmatix.com/docs/customization/automation-scripts/quickstart/): Write, bind and test your first xMatix automation script — server-side C# in a sandbox, attached to save-lifecycle phases or action buttons.
- [Business rules: automating the save](https://xmatix.com/docs/customization/business-rules/): Build save-time automation in xMatix with business rules — triggers, conditions and actions, plus the draft, test and activate discipline that keeps rules safe.
- [Create a custom entity](https://xmatix.com/docs/customization/data-model/create-an-entity/): Create a custom entity in xMatix end-to-end — the entity, its fields and picklists, a list view, a form layout and a place in an app's navigation.
- [The data model: entities, fields, picklists, relations and record types](https://xmatix.com/docs/customization/data-model/): The no-code data model in xMatix — how entities, fields, picklists, relations and record types fit together, and the naming and lifecycle rules that keep changes safe.
- [Entity behavior: views, validations, actions, mappings, filters and dependencies](https://xmatix.com/docs/customization/entity-behavior/): The six declarative surfaces that shape how an xMatix entity behaves — views, validations, actions, field mappings, lookup filters and field dependencies.
- [Expressions: formulas and query filters](https://xmatix.com/docs/customization/expressions/): The two expression surfaces in xMatix — in-memory formulas for record logic and query filters for list and picker conditions — where each is used and how they differ.
- [Customizing xMatix](https://xmatix.com/docs/customization/): How to change what xMatix does — data model, entity behavior, layouts, business rules, scripts, workflows, approvals and expressions — and which tool fits which job.
- [Design a form layout](https://xmatix.com/docs/customization/layouts/design-a-form-layout/): Design record forms in the xMatix layout designer — sections and widgets, create and view layouts, record-type variants, mobile layouts and defaults.
- [Build a workflow in the visual designer](https://xmatix.com/docs/customization/workflows/): Build multi-step automation in the xMatix workflow designer — entity-lifecycle triggers, approval and job steps, email, branching, and safe publishing.
- [Archive rules: moving cold data to the warehouse](https://xmatix.com/docs/data-studio/archive-rules/): Create an archive rule in xMatix — pick the entity and date cutoff, estimate the impact, run and schedule it, and know exactly where the archived rows go.
- [Data models and materialization](https://xmatix.com/docs/data-studio/data-models/): What an xMatix data model is — a governed, reusable joined structure materialized into the analytics warehouse — and how models relate to the datasets built on them.
- [Build a dataset in the Dataset Builder](https://xmatix.com/docs/data-studio/datasets/): Create an xMatix dataset end to end — bind a data model, define dimensions and measures, validate and preview the generated SQL, compile, and schedule refreshes.
- [xMatix Data Studio](https://xmatix.com/docs/data-studio/): What Data Studio is — governed data models, analysis-ready datasets, row-level security, rule-based archival and embedded BI — and where each piece is documented.
- [Refresh scheduling and monitoring](https://xmatix.com/docs/data-studio/refresh-and-jobs/): The scheduling reference for Data Studio — cron rules, what makes a refresh, build or archive run due, run statuses, notifications, and where each history is monitored.
- [Row-level security on datasets](https://xmatix.com/docs/data-studio/row-level-security/): How dataset row security works in xMatix — what a row security rule declares, how rules are validated, and how they differ from build-time filters and app record security.
- [Troubleshooting Data Studio](https://xmatix.com/docs/data-studio/troubleshooting/): What to check when xMatix analytics data looks wrong — stale datasets, missing rows, failing compiles and builds, and records that left the operational system.
- [Dashboards and reports in the CLI](https://xmatix.com/docs/developer/cli/analytics/): Round-trip dashboards and reports with the xMatix CLI — full-definition JSON files, create-or-update push semantics, and what does not round-trip yet.
- [CLI authentication](https://xmatix.com/docs/developer/cli/authentication/): How the xMatix CLI signs in — the device-code flow, the per-tenant encrypted token cache, the workspace configuration file, and what works non-interactively.
- [CI recipes](https://xmatix.com/docs/developer/cli/ci/): Pipeline recipes for the xMatix CLI — a drift gate that fails when the live tenant diverges from the repository, tag-driven promotion, and release-time snapshots.
- [The xMatix CLI](https://xmatix.com/docs/developer/cli/): What the xMatix CLI is and how to set it up — a git-friendly, round-trippable view of a tenant's scripts, rules, workflows, dashboards, reports and metadata.
- [Metadata seed-packs](https://xmatix.com/docs/developer/cli/metadata/): Round-trip tenant metadata with the xMatix CLI — export scopes, pushing tenant-owned seed-packs back to the server, and diffing a local file against the live tenant.
- [Migrations](https://xmatix.com/docs/developer/cli/migrate/): Promote a checked-in repository state onto a tenant — xmatix migrate plan diffs local files against a live export, and migrate apply pushes the reviewed result.
- [CLI quickstart: your first session](https://xmatix.com/docs/developer/cli/quickstart/): Install the xMatix CLI, sign in with the device-code flow, export your tenant's configuration into a git repository, and push your first change back.
- [Business rules in the CLI](https://xmatix.com/docs/developer/cli/rules/): Round-trip business rules with the xMatix CLI — one JSON file per rule organized by entity, with upsert-by-name push semantics that replace a rule's actions wholesale.
- [Scripts in the CLI](https://xmatix.com/docs/developer/cli/scripts/): Manage xMatix automation scripts from your own editor — pull and push script versions, run server-side test dispatches, and tail execution history from the terminal.
- [Snapshots](https://xmatix.com/docs/developer/cli/snapshot/): Whole-repository operations with the xMatix CLI — snapshot export pulls every artifact kind in sequence, snapshot import pushes them back in dependency order.
- [Workflows in the CLI](https://xmatix.com/docs/developer/cli/workflows/): Round-trip workflow definitions with the xMatix CLI — one JSON file per workflow, create-or-update push semantics, and explicit control of publish state.
- [Workspace layout](https://xmatix.com/docs/developer/cli/workspace/): The xMatix CLI workspace on disk — where each artifact kind lives, how the workspace root is discovered, file naming rules, and what belongs in source control.
- [Connector authoring](https://xmatix.com/docs/developer/connector-authoring/): How xMatix integration connectors are built — compiled connectors for special transports, manifest connectors for REST partners, and the manifest contract in detail.
- [The data API](https://xmatix.com/docs/developer/data-api/): The xMatix REST data API — list, read, create, update and delete records, invoke actions, expand relations and page results, with the caller's permissions always applied.
- [xMatix developer documentation](https://xmatix.com/docs/developer/): The xMatix developer surface — the CLI, the data API, the MCP endpoint, connector authoring and the script runtime — what each is for and where to start.
- [The MCP endpoint](https://xmatix.com/docs/developer/mcp-server/): Connect AI assistants to xMatix over the Model Context Protocol — the built-in MCP endpoint, how it authenticates and what its tools can do, plus registering your own MCP servers in AI Studio.
- [Troubleshooting the developer surface](https://xmatix.com/docs/developer/troubleshooting/): Developer-surface symptoms and fixes — CLI sign-in and workspace errors, push rejections, API 401, 403 and 404 responses, and version drift between tool and tenant.
- [Activities: the engagement layer on every record](https://xmatix.com/docs/engagement/activities/): Notes, tasks, calls, meetings and reminders attached to any xMatix record — the shared activity layer, its statuses and priorities, recurrence and system entries.
- [Call insights](https://xmatix.com/docs/engagement/call-insights/): AI analysis of a finished call where a transcript exists — summary, sentiment, coaching notes and suggested next actions, stored on the call for later review.
- [Calls, dispositions and recordings](https://xmatix.com/docs/engagement/calls-and-recordings/): How xMatix logs every call as a record — statuses, durations, dispositions, links to business records, timeline activities, recordings and transcripts.
- [Telephony configuration](https://xmatix.com/docs/engagement/configuration/): Administrator reference for xMatix telephony setup — trunks and numbers, queues, AI and human agents, inbound routes, permissions and deployment options.
- [Inbound routing](https://xmatix.com/docs/engagement/inbound-routing/): How inbound calls find the right responder in xMatix — phone numbers, routes that target a queue, a specific person or an AI-agent identity, and fallbacks.
- [Telephony & Messaging in xMatix](https://xmatix.com/docs/engagement/): Calls, call intelligence and outbound messaging in xMatix — the softphone, call register, routing, supervisor tools, the activity layer and messaging channels.
- [Messaging channels and the message log](https://xmatix.com/docs/engagement/messaging-channels/): Reference for xMatix outbound messaging — email, in-app, push, SMS and connector-backed channels, delivery statuses, flood protection and the message log.
- [Using the softphone](https://xmatix.com/docs/engagement/softphone/): Take and place calls in the xMatix workspace — set availability, dial out, answer a matched incoming call, use in-call controls, wrap up with a disposition.
- [The supervisor console](https://xmatix.com/docs/engagement/supervisor/): The xMatix supervisor console — live calls, per-agent load and daily stats, silent listening and barge-in, and what monitoring does and does not affect.
- [Troubleshooting telephony](https://xmatix.com/docs/engagement/troubleshooting/): What to check when xMatix telephony misbehaves — a missing softphone, calls that don't ring, unmatched callers, absent recordings and route sync errors.
- [Expense accounting and recharge](https://xmatix.com/docs/expenses/accounting/): How expense documents post to the xMatix general ledger — the journals behind claims, advances, cards and reimbursements, and how balances reconcile.
- [Employee advances](https://xmatix.com/docs/expenses/advances/): Request an employee advance in xMatix, pay it out, settle it against expense claims, and recover the unspent balance to close it out.
- [Expense categories, grades and limits](https://xmatix.com/docs/expenses/categories-and-limits/): Reference for xMatix expense categories and grade-scoped policy rules — every category field, what each one does, and where limits are actually enforced.
- [Submit and approve expense claims](https://xmatix.com/docs/expenses/claims/): Raise an expense claim in xMatix, get it through policy checks and approval, and track it to reimbursement — including the approver's side of the flow.
- [Company cards and reconciliation](https://xmatix.com/docs/expenses/company-cards/): How company-card spend works in xMatix — card masters, statement transactions, posting to the card liability, paying the statement and reconciling.
- [Configuring Expense Management](https://xmatix.com/docs/expenses/configuration/): Set up xMatix Expense Management — control accounts, categories and grades, policies, the approval process and security, in the order that works.
- [xMatix Expense Management](https://xmatix.com/docs/expenses/): How expense management works in xMatix — claims anchored on the employee record, approvals that post the books themselves, and a map of this section.
- [Expense policies and violations](https://xmatix.com/docs/expenses/policies/): How xMatix expense policies work — the checks that run against a claim, hard blocks versus warnings, auto-disallowed excess and higher-approval flags.
- [Reimburse expense claims](https://xmatix.com/docs/expenses/reimbursement/): Pay approved expense claims in xMatix — single reimbursements, batch payments that settle many claims in one posting, and the payroll handoff.
- [Troubleshooting Expense Management](https://xmatix.com/docs/expenses/troubleshooting/): Fixes for common xMatix expense problems — blocked submissions, approved-but-unposted claims, posting errors decoded, and balances that do not tie.
- [xMatix frequently asked questions](https://xmatix.com/docs/faq/): Answers to the questions xMatix evaluators and new customers ask — mobile and offline, data isolation, AI limits, imports, customization, integrations, licensing.
- [Mobile attendance](https://xmatix.com/docs/field-sales/attendance/): How attendance check-in works on the xMatix mobile app — the gates it can enforce, offline punches, the day record, and automatic checkout for forgotten days.
- [Checklists, tasks and visit activities](https://xmatix.com/docs/field-sales/checklists-and-tasks/): Reference for visit work in xMatix — task templates, checklist templates, the governed activity catalog, and photo and signature capture on a visit.
- [xMatix Field Sales](https://xmatix.com/docs/field-sales/): How xMatix Field Sales runs a route-to-market operation — beats, visit plans, in-outlet execution on mobile, van sales, territory planning, prospecting and attendance.
- [Planograms and shelf audits](https://xmatix.com/docs/field-sales/planograms/): How planogram records define the expected shelf, how merchandising audits are judged against them, and where shelf-audit results land on the visit in xMatix.
- [Discover and onboard nearby outlets](https://xmatix.com/docs/field-sales/prospecting/): Use the nearby-outlets feed on your visit plan to find not-yet-covered stores around you, add existing customers to the route, and onboard new outlets on the spot.
- [Beats and routes](https://xmatix.com/docs/field-sales/routes/): What a beat is in xMatix — a named list of outlet stops with a weekly schedule — and how routes, stops and stored stop orders feed the daily visit plans.
- [Optimize a route](https://xmatix.com/docs/field-sales/routes/optimize-a-route/): Run road-network optimization on a beat, review the result against earlier runs, and apply the optimized sequence to a visit plan — on demand, when you choose.
- [Territory planning](https://xmatix.com/docs/field-sales/territory-planning/): How xMatix splits a set of outlets across several executives — road-time balanced routes that respect shift windows, with optional van-capacity limits.
- [Van sales: load, sell, settle](https://xmatix.com/docs/field-sales/van-sales/): The van-sales lifecycle in xMatix — release a load onto the van, confirm take-in, sell on route, then settle cash expected vs received and reconcile the stock.
- [Visit plans](https://xmatix.com/docs/field-sales/visit-plans/): How visit plans are generated automatically from route schedules — day-of-week and week-of-month rhythms, lead days — and how stale plans are cleaned up.
- [Complete a visit on mobile](https://xmatix.com/docs/field-sales/visits/complete-a-visit/): Check in at the outlet, work through the visit's tasks and checklists, take the order, and check out with an explicit outcome — online or offline.
- [Visits and the field day](https://xmatix.com/docs/field-sales/visits/): How a field day is structured in xMatix — visit plans contain visits, visits carry tasks and activities, and orders are captured in-flow on the mobile app, online or offline.
- [Automatic owner assignment](https://xmatix.com/docs/field-service/assignment-rules/): Configure the Partner Resource rule engine used by Lead, Opportunity and Product Demo inserts, including its current layout and picklist limitations.
- [Resource availability and slot holds](https://xmatix.com/docs/field-service/availability/): The three availability mechanisms: dated attendance read by the dispatch console, branch time slots used by the booking wizards, and the appointment-scheduling engine with bookable resources.
- [Field service configuration reference](https://xmatix.com/docs/field-service/configuration/): Administrator reference for field service setup: resources and skills, resource groups, queues and presence, bookable resources, appointment types, service bays, dispatch console, location tracking.
- [The dispatch console](https://xmatix.com/docs/field-service/dispatch-console/): Run the allocation console — assign work on the Board, drop it onto the Gantt to schedule, fill free slots with Optimize day, and watch the day on the live Map.
- [xMatix Field Service](https://xmatix.com/docs/field-service/): How xMatix runs field service — the dispatch console, skills and capacity routing, resource availability, automatic assignment, and the technician's mobile day.
- [Location and the travelled path](https://xmatix.com/docs/field-service/location-and-proof/): Live positions and travelled paths on the dispatch map, including permission, session-linkage and retention limits in the current implementation.
- [Skills, capacity and work routing](https://xmatix.com/docs/field-service/skills-and-routing/): How queued work is offered to a resource: group membership, user linkage, presence, the skill predicate and capacity, the four routing models, and where decline, transfer and reassign bypass them.
- [The technician's day](https://xmatix.com/docs/field-service/technician-day/): How a technician checks in, synchronizes assigned work, records work time on the service order time sheet, and closes the day in the mobile app — and which steps still need a live connection.
- [Troubleshooting field service](https://xmatix.com/docs/field-service/troubleshooting/): Diagnose queue routing, booking slots and candidates, dispatch-console availability, location capture, time-sheet stages and Partner Resource assignment using the checks the code performs.
- [Reconciling a bank account](https://xmatix.com/docs/finance/banking/bank-reconciliation/): How to reconcile a bank account in xMatix — create the session, understand matching rules, review posted-ledger suggestions, confirm matches and verify the residual.
- [Banking in xMatix Finance](https://xmatix.com/docs/finance/banking/): Bank accounts, imported bank statements, transfers, vouchers and the cheque register — the banking layer of xMatix Finance.
- [Budgets and budget control](https://xmatix.com/docs/finance/budgets/): Configure finance budgets and lines, read Budget vs Actual, and understand which availability, commitment and forecast services are not yet wired into spending flows.
- [Chart of accounts, books and periods](https://xmatix.com/docs/finance/chart-of-accounts/): How GL accounts, control accounts, accounting books, posting definitions and the fiscal calendar shape every posting in xMatix Finance.
- [Running depreciation](https://xmatix.com/docs/finance/fixed-assets/depreciation/): How recurring depreciation schedules post, how rates are stored, how to verify the journal, and how disposal posting differs from depreciation.
- [Fixed assets in xMatix](https://xmatix.com/docs/finance/fixed-assets/): The xMatix fixed-asset model — the asset register, depreciation policies, Income-Tax Act asset blocks, and the engine that posts depreciation.
- [xMatix Finance & Accounting](https://xmatix.com/docs/finance/): How the xMatix finance module works — the ledger under every document, the Finance app's screens, and a map of the finance documentation.
- [Interest on overdue payments](https://xmatix.com/docs/finance/interest-on-overdue/): Charging interest on overdue receivables in xMatix — policies, preview and accrual runs, reviewing and waiving charges, posting, verifying and undoing.
- [Working with journals](https://xmatix.com/docs/finance/journals/): Create and post a manual journal, correct it with a reversal, and configure recurring templates processed by the scheduler.
- [Recording and applying payments](https://xmatix.com/docs/finance/payments/): Load a counterparty's open documents, enter allocations, understand the current save-and-post behaviour, and avoid known payment-mode integration gaps.
- [Closing a period](https://xmatix.com/docs/finance/period-close/): Reconcile an Open period, understand the unexposed close-check service, and use the current Fiscal Period Close, Reopen and Lock actions safely.
- [Revenue recognition](https://xmatix.com/docs/finance/revenue-recognition/): What revenue-recognition schedules and due-line posting implement today, and the missing line-generation wiring that prevents an unattended end-to-end workflow.
- [Financial statements](https://xmatix.com/docs/finance/statements/): Every statement screen in xMatix Finance — P&L, Balance Sheet, Trial Balance, Cash Flow, Fund Flow, ratios and risk views — and the question each one answers.
- [AR and AP subledgers](https://xmatix.com/docs/finance/subledgers/): How invoices, bills and payments create open items in the xMatix receivables and payables subledgers, settle against each other, and reconcile to control accounts.
- [Annual returns: the GSTR-9 rollup](https://xmatix.com/docs/finance/tax-center/annual-returns/): How xMatix prepares GSTR-9 — the year's filed returns rolled up in four lanes, row overrides with an audit trail, the pre-file checklist, and export.
- [E-invoicing: stage and record IRP results on an Invoice](https://xmatix.com/docs/finance/tax-center/e-invoicing/): What the current Invoice e-invoice action stages, which fields an integration must submit and write back, and the safeguards it does not yet enforce.
- [E-way bills: create an Invoice-linked Draft](https://xmatix.com/docs/finance/tax-center/e-way-bills/): What the current Invoice E-Way Bill action creates, what an external flow must generate and write back, and which lifecycle actions are not yet exposed.
- [The GST console](https://xmatix.com/docs/finance/tax-center/gst-console/): How the live GST Console selects GST registrations and stored fiscal years, displays monthly and annual filing cards, and opens return records.
- [GSTR-1: preparing the outward-supplies return](https://xmatix.com/docs/finance/tax-center/gstr-1/): How xMatix builds GSTR-1 from posted documents, the review and books-vs-portal reconciliation, carry-forward and ignore decisions, and recording the filing.
- [GSTR-2B: the inward ITC statement](https://xmatix.com/docs/finance/tax-center/gstr-2b/): Working the GSTR-2B statement in xMatix — the books side built from your purchases, the portal side of the statement, and the section-by-section reconciliation.
- [GSTR-3B: preparing the summary return](https://xmatix.com/docs/finance/tax-center/gstr-3b/): How xMatix computes GSTR-3B from a same-period GSTR-1, GSTR-2B and tax-ledger data — including source-selection, manual rows and filing evidence.
- [The Tax Center](https://xmatix.com/docs/finance/tax-center/): The xMatix Tax Center for India GST returns, invoice-based e-invoicing and e-way-bill preparation, and TDS/TCS compliance.
- [Input tax credit management](https://xmatix.com/docs/finance/tax-center/itc-management/): The implemented ITC path in xMatix: purchase tax transactions, GSTR-2B, GSTR-3B credit and reversal rows, and the current service-only limitations.
- [Reconciling TDS — Form 26AS and the deductor tie-out](https://xmatix.com/docs/finance/tax-center/tds-reconciliation/): The persisted Form 26AS reconciliation engine, its current import and widget limitations, and the implemented deductor-side books/returns/challans tie-out.
- [TDS & TCS: the withholding compliance cycle](https://xmatix.com/docs/finance/tax-center/tds-tcs/): How xMatix runs TDS and TCS end to end — automatic deduction and collection, deposit challans, quarterly returns with e-return export, and certificates.
- [Troubleshooting the Tax Center](https://xmatix.com/docs/finance/tax-center/troubleshooting/): Source-grounded checks for GST return selection, GSTR-2B IMS state, GSTR-3B fields, integration-dependent e-documents, Form 26AS and TDS challans.
- [Where to get help](https://xmatix.com/docs/getting-started/help/): Where to find help with xMatix: this documentation, your organization's administrator, Sense AI chat, and how to report a problem.
- [Getting started with xMatix](https://xmatix.com/docs/getting-started/): Orientation for new xMatix users — signing in, finding your way around apps, lists and records, and where to go next.
- [Using xMatix on mobile](https://xmatix.com/docs/getting-started/mobile-app/): How to get the xMatix mobile app from your organization, sign in with your work account, work offline, and check sync status.
- [Navigating xMatix: apps, lists and records](https://xmatix.com/docs/getting-started/navigation/): How xMatix organizes work into apps, lists, views and records on the web, and how to move between them — the app launcher, app entries, view selector, recent records, search and workspace tabs.
- [Personalizing lists and views](https://xmatix.com/docs/getting-started/personalizing/): How to choose and reorder list columns, sort and filter records, star a favourite view, save personal views and switch between views in xMatix — and what a personal view does and does not remember.
- [Signing in to xMatix](https://xmatix.com/docs/getting-started/sign-in/): How to sign in to xMatix for the first time from your invitation email, set your password, and use passkeys where enabled.
- [xMatix Knowledge Center](https://xmatix.com/docs/): All xMatix documentation in one place — getting started, administration, module manuals, platform customization, analytics, AI, mobile and developer docs.
- [Connect an external system](https://xmatix.com/docs/integrations/connect-a-system/): Connect an external system end to end — create an integration app, store credentials, test the connection, build and activate a flow, then run and verify it.
- [Catalog connectors — ClearTax GSP, HubSpot, Shopify, Zendesk](https://xmatix.com/docs/integrations/connectors/manifest-apps/): The catalog connector tier — what ClearTax GSP, HubSpot, Shopify and Zendesk connectors provide, the configuration each needs, and how flows use them.
- [Salesforce connector](https://xmatix.com/docs/integrations/connectors/salesforce/): The Salesforce connector — OAuth credentials, SOQL reads and bulk upserts in flows, and bidirectional record sync with watermark deltas in sync profiles.
- [Tally sync](https://xmatix.com/docs/integrations/connectors/tally/): How the Tally connection works — an add-on inside Tally pushes master-data changes to xMatix, keyed on Tally's own change sequence, with per-site health reporting.
- [Zoho Books, Payroll and People sync](https://xmatix.com/docs/integrations/connectors/zoho/): Bring Zoho Books, Zoho Payroll and Zoho People data into xMatix with sync profiles — modules covered, credentials, delta behavior and scheduling guidance.
- [Connection credentials and key rotation](https://xmatix.com/docs/integrations/credentials-and-rotation/): Store connector credentials as write-only secrets, reference them from connections, and rotate a key without breaking the integrations that use it.
- [Integrating xMatix with other systems](https://xmatix.com/docs/integrations/): Connect external systems to xMatix — integration apps and connectors, declarative sync profiles, scheduled runs, and the monitoring that keeps them honest.
- [Outbound integration — how data leaves xMatix](https://xmatix.com/docs/integrations/outbound/): How data leaves xMatix — entity-event triggers, scheduled outbound flows and bidirectional sync — and how to meet push-style needs through connectors.
- [Set up a scheduled sync](https://xmatix.com/docs/integrations/scheduled-sync/): Keep entities in step with an external system on a schedule — create a sync profile, declare entities and mappings, compile it, and set the cadence.
- [Sync health, conflicts and failed runs](https://xmatix.com/docs/integrations/sync-health/): Read the Sync Monitor — watermark lag, failed cycles, parked records and open conflicts — and diagnose a failed run down to the step that broke.
- [Troubleshooting integrations](https://xmatix.com/docs/integrations/troubleshooting/): Symptom-first fixes for integrations — schedules that never fire, tests that pass while runs fail, conflict backlogs, and records that stop syncing.
- [Adjusting stock](https://xmatix.com/docs/inventory/adjustments/): Correct on-hand stock in xMatix with an adjustment document — damage, expiry, shortage, excess, hold or loan — and post it to the inventory ledger as auditable entries.
- [Inventory configuration reference](https://xmatix.com/docs/inventory/configuration/): Administrator reference for xMatix inventory configuration — the read-only inventory ledger settings, the item-master stock-keeping flags, and the accounting books and valuation policies you author.
- [xMatix Inventory](https://xmatix.com/docs/inventory/): What the xMatix Inventory module covers — the movement ledger, transfers, adjustments, lots, valuation and period balances — and where each screen lives in the Inventory app.
- [Item classifications: ABC and FSN](https://xmatix.com/docs/inventory/item-classifications/): The ABC and FSN classifications on xMatix items — item-master labels versus the branch-level item inventory attributes that replenishment and cycle counting read, the exact values, and upkeep.
- [The inventory ledger](https://xmatix.com/docs/inventory/ledger/): How the xMatix inventory ledger records every stock movement as a posted entry, why corrections post reversals instead of edits, and how to read the ledger list and the Inventory Stock balance page.
- [Item lots and lot types](https://xmatix.com/docs/inventory/lots/): How item lots and lot types work in xMatix — what a lot records, which fields the platform maintains, the quantity buckets, and how lots follow stock through receipts, transfers and adjustments.
- [Inventory period balances](https://xmatix.com/docs/inventory/period-balances/): How xMatix rolls the inventory ledger up into per-period opening, inward, outward and closing balances — quantity and value — and when to rebuild them.
- [Transferring stock between branches](https://xmatix.com/docs/inventory/transfers/): Move stock between branches in xMatix with a two-step transfer — release outward, track the in-transit quantity, receive inward and post — or a single-step transfer when nothing travels.
- [Troubleshooting inventory](https://xmatix.com/docs/inventory/troubleshooting/): What to check when xMatix stock or valuation looks wrong — read the ledger, find unposted or in-transit stock, verify the book and policy, and closed periods.
- [Inventory valuation and costing](https://xmatix.com/docs/inventory/valuation/): How xMatix values inventory — perpetual costing replayed from the ledger into cost layers and consumptions, accounting books and valuation policies, and the Inventory Valuation statement.
- [Configuring the mobile app](https://xmatix.com/docs/mobile/admin-configuration/): Reference for administrators — the web Setup surfaces that shape the xMatix mobile app: navigation, mobile layouts, and the Mobile App record's tabs.
- [Monitoring mobile sync failures](https://xmatix.com/docs/mobile/admin-sync-monitoring/): Reference for administrators — the Mobile Sync Failure records devices file when a queued change fails for good, what each field means, and how to triage.
- [Work with approvals on mobile](https://xmatix.com/docs/mobile/approvals-on-mobile/): Use the approval panel on a mobile record — submit for approval, approve or reject, reassign a step, recall or revert a request, and read the history.
- [Capture data in the field](https://xmatix.com/docs/mobile/capturing-data/): Create and edit records on the xMatix mobile app — forms, photo and file attachments, signature capture, and barcode scanning where configured.
- [The xMatix mobile app](https://xmatix.com/docs/mobile/): Documentation for the xMatix mobile app — navigation, working offline in depth, capturing data in the field, approvals, Sense, and what administrators configure.
- [Location tracking on mobile](https://xmatix.com/docs/mobile/location-tracking/): How organization-enabled location tracking works in the xMatix mobile app — when it records, what is captured, and how it stays visible and under your control.
- [How the mobile app is organized](https://xmatix.com/docs/mobile/navigation/): The shape of the xMatix mobile app — bottom tabs from your app's configuration, the app drawer, list screens with views and filters, and record screens.
- [Sense on mobile](https://xmatix.com/docs/mobile/sense-on-mobile/): The Sense Agent chat screen in the xMatix mobile app — what the assistant can do on a phone, how conversations work, and how access is licensed.
- [Troubleshooting the mobile app](https://xmatix.com/docs/mobile/troubleshooting/): Symptom-first help for the xMatix mobile app — records missing on the device, changes not syncing, sign-in, stale data and layouts, and storage warnings.
- [Working offline: sync status and recovery](https://xmatix.com/docs/mobile/working-offline/): Use the mobile Sync Status screen — read the offline data and pending changes, fix rejected edits, resolve conflicts, and manage device storage.
- [Adjustments, loans and advances](https://xmatix.com/docs/payroll/adjustments-and-loans/): Apply one-off earnings or deductions to a payroll period, disburse employee loans and advances, and recover them through payroll installments — with exactly what the run reads.
- [Payroll run approval](https://xmatix.com/docs/payroll/approvals/): The approval gate on xMatix payroll runs — the seeded process, what each decision does to the run, and how final approval posts the accrual.
- [Payroll configuration](https://xmatix.com/docs/payroll/configuration/): The admin reference for setting up xMatix Payroll — components, structures, periods, statutory rule tables, control accounts and the approval gate.
- [Employees and salary structures](https://xmatix.com/docs/payroll/employees-and-structures/): The xMatix payroll employee master, resource compensation records, salary structures and the payroll component catalog — every field that matters, and exactly how a run reads them.
- [Expense claims through payroll](https://xmatix.com/docs/payroll/expense-integration/): Reimburse approved expense claims with salary — how a posted claim's liability moves to payroll payable and rides the payout without double-counting.
- [Full and final settlement](https://xmatix.com/docs/payroll/full-and-final/): Settle an exiting employee in xMatix — enter the settlement's payable and recovery lines, post it to the ledger, close the employee record, and pay the net.
- [Income tax on salary](https://xmatix.com/docs/payroll/income-tax/): How xMatix projects salary TDS — tax regimes as rule tables, employee declarations, the monthly projection that feeds the run, the deposit — and which tax screens are real and which are not.
- [xMatix Payroll](https://xmatix.com/docs/payroll/): How xMatix Payroll works — the Payroll app, employees and salary structures, the run lifecycle from calculate to paid, what the calculation really computes, and a map of the payroll documentation.
- [Running payroll](https://xmatix.com/docs/payroll/payroll-runs/): The xMatix monthly payroll cycle — create and calculate the run, review the register, generate payslips, post the accrual, generate the salary payment batch and pay it.
- [Payslips](https://xmatix.com/docs/payroll/payslips/): What an xMatix payslip carries — totals, year-to-date figures, masked bank details — how slips are generated and printed, and how the Draft/Published field really behaves.
- [Statutory deductions and challans](https://xmatix.com/docs/payroll/statutory/): How xMatix handles PF, ESI, professional tax, LWF and salary TDS in a run — what is computed and what is plain component data — and how deposits are recorded through statutory challans.
- [Troubleshooting payroll](https://xmatix.com/docs/payroll/troubleshooting/): Symptoms and fixes for xMatix Payroll — skipped employees, refused recalculation, zero TDS, failed posting, payment batch errors and challan gaps.
- [Build and publish a portal](https://xmatix.com/docs/portals/build-a-portal/): Create an xMatix portal end to end — create the site, add pages, publish data views, publish each layer, and verify the live portal as a visitor on its own hostname.
- [xMatix Portals](https://xmatix.com/docs/portals/): What an xMatix portal is — a customer- and partner-facing site built on your organization's data — the publishing model behind it, and where each portal task is documented.
- [Portal pages and data views](https://xmatix.com/docs/portals/pages-and-data-views/): How portal pages and data views work in xMatix — page types and audiences, the draft/publish split, and exactly what data a published view exposes to visitors.
- [Publishing, hostnames and custom domains](https://xmatix.com/docs/portals/publishing-and-domains/): Publish and retract an xMatix portal, understand the platform hostname it serves on, and connect your own custom domain with DNS-based verification.
- [How portal security works](https://xmatix.com/docs/portals/security/): The xMatix portal scoping model — authored pages query through published data views executed as real identities, while commerce uses separately allowlisted workflows.
- [Troubleshooting portals](https://xmatix.com/docs/portals/troubleshooting/): What to check when an xMatix portal returns not-found, a page is missing or empty, a data list shows no rows, or signup does nothing — grounded in how portals serve.
- [Portal visitors, signup and identity](https://xmatix.com/docs/portals/visitors-and-signup/): Who portal visitors are in xMatix — the anonymous visitor identity, self-service signup and set-password invites, and what a signed-in portal user can see.
- [Auto-order: rules-based purchase suggestions](https://xmatix.com/docs/procurement/auto-order/): Three explainable replenishment engines suggest what to buy. Every line stores the arithmetic behind its quantity; a budget cap trims the worksheet; scheduled runs keep Forecasting suggestions fresh.
- [Supplier bills](https://xmatix.com/docs/procurement/bills/): Where supplier bills come from, which line links each release path keeps, what the header and line fields control, and exactly what Post General Ledger and Post Inventory do.
- [Procurement configuration reference](https://xmatix.com/docs/procurement/configuration/): Every setting procurement reads: the Feature Hub switch, item flags, planning attributes and the purchase-line rules they enforce, auto-order opt-outs, scheduled runs and the nudge threshold.
- [Frequently ordered item suggestions](https://xmatix.com/docs/procurement/frequently-ordered/): Reference for the frequently-ordered shortlist on purchase orders — what it ranks, the window it looks at, and exactly what each suggestion returns.
- [Receive goods against a purchase order](https://xmatix.com/docs/procurement/goods-receipts/): Release a receipt from an order or shipment, tell supplier, ordered and counted quantities apart, receive into stock, inspect flagged items, release the bill and post the accrual.
- [xMatix Procurement](https://xmatix.com/docs/procurement/): Requisitions, purchase orders, goods receipts, supplier bills, rules-based auto-ordering and variance review — and where each guide in this section lives.
- [The purchase order lifecycle](https://xmatix.com/docs/procurement/purchase-orders/): How a purchase order is created and moves to receipt and bill: the fields that matter, three independent pending counters, full and selective releases, schemes and the stock pipeline.
- [Requisitions: from request to purchase order](https://xmatix.com/docs/procurement/requisitions/): Create a requisition, add lines, read each line's pending quantity, and release lines into a purchase order or a stock transfer — all at once or a selected subset with chosen quantities.
- [Three-way match implementation reference](https://xmatix.com/docs/procurement/three-way-match/): The current backend comparison of purchase-order, goods-receipt and bill lines, including its exact link requirements and the absence of a standard user screen.
- [Troubleshooting procurement](https://xmatix.com/docs/procurement/troubleshooting/): Fixes for receipts that refuse to receive or post, missing three-way links, release counters and auto-order suggestions that look wrong.
- [Account Balance — entity reference](https://xmatix.com/docs/reference/entities/account-balance/): Field-by-field reference for the Account Balance entity in xMatix — every field's type, requiredness and role in the process.
- [Account Group Member — entity reference](https://xmatix.com/docs/reference/entities/account-group-member/): Field-by-field reference for the Account Group Member entity in xMatix — every field's type, requiredness and role in the process.
- [Account Group Rule — entity reference](https://xmatix.com/docs/reference/entities/account-group-rule/): Field-by-field reference for the Account Group Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Account Group — entity reference](https://xmatix.com/docs/reference/entities/account-group/): Field-by-field reference for the Account Group entity in xMatix — every field's type, requiredness and role in the process.
- [Account Location — entity reference](https://xmatix.com/docs/reference/entities/account-location/): Field-by-field reference for the Account Location entity in xMatix — every field's type, requiredness and role in the process.
- [Account Stock — entity reference](https://xmatix.com/docs/reference/entities/account-stock/): Field-by-field reference for the Account Stock entity in xMatix — every field's type, requiredness and role in the process.
- [Account — entity reference](https://xmatix.com/docs/reference/entities/account/): Field-by-field reference for the Account entity in xMatix — every field's type, requiredness and role in the process.
- [Accounting Book — entity reference](https://xmatix.com/docs/reference/entities/accounting-book/): Field-by-field reference for the Accounting Book entity in xMatix — every field's type, requiredness and role in the process.
- [Adjustment Line — entity reference](https://xmatix.com/docs/reference/entities/adjustment-line/): Field-by-field reference for the Adjustment Line entity in xMatix — every field's type, requiredness and role in the process.
- [Adjustment — entity reference](https://xmatix.com/docs/reference/entities/adjustment/): Field-by-field reference for the Adjustment entity in xMatix — every field's type, requiredness and role in the process.
- [Asset Block — entity reference](https://xmatix.com/docs/reference/entities/asset-block/): Field-by-field reference for the Asset Block entity in xMatix — every field's type, requiredness and role in the process.
- [Asset Disposal — entity reference](https://xmatix.com/docs/reference/entities/asset-disposal/): Field-by-field reference for the Asset Disposal entity in xMatix — every field's type, requiredness and role in the process.
- [Asset Maintenance — entity reference](https://xmatix.com/docs/reference/entities/asset-maintenance/): Field-by-field reference for the Asset Maintenance entity in xMatix — every field's type, requiredness and role in the process.
- [Asset Service Contract Line — entity reference](https://xmatix.com/docs/reference/entities/asset-service-contract-line/): Field-by-field reference for the Asset Service Contract Line entity in xMatix — every field's type, requiredness and role in the process.
- [Asset Service Contract — entity reference](https://xmatix.com/docs/reference/entities/asset-service-contract/): Field-by-field reference for the Asset Service Contract entity in xMatix — every field's type, requiredness and role in the process.
- [Asset — entity reference](https://xmatix.com/docs/reference/entities/asset/): Field-by-field reference for the Asset entity in xMatix — every field's type, requiredness and role in the process.
- [Auto Order — entity reference](https://xmatix.com/docs/reference/entities/auto-order/): Field-by-field reference for the Auto Order entity in xMatix — every field's type, requiredness and role in the process.
- [Auto Purchase Order Line Relation — entity reference](https://xmatix.com/docs/reference/entities/auto-purchase-order-line-relation/): Field-by-field reference for the Auto Purchase Order Line Relation entity in xMatix — every field's type, requiredness and role in the process.
- [Auto Purchase Order Line — entity reference](https://xmatix.com/docs/reference/entities/auto-purchase-order-line/): Field-by-field reference for the Auto Purchase Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Availability Request — entity reference](https://xmatix.com/docs/reference/entities/availability-request/): Field-by-field reference for the Availability Request entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Account — entity reference](https://xmatix.com/docs/reference/entities/bank-account/): Field-by-field reference for the Bank Account entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Reconciliation Line — entity reference](https://xmatix.com/docs/reference/entities/bank-reconciliation-line/): Field-by-field reference for the Bank Reconciliation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Reconciliation — entity reference](https://xmatix.com/docs/reference/entities/bank-reconciliation/): Field-by-field reference for the Bank Reconciliation entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Statement Line — entity reference](https://xmatix.com/docs/reference/entities/bank-statement-line/): Field-by-field reference for the Bank Statement Line entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Statement — entity reference](https://xmatix.com/docs/reference/entities/bank-statement/): Field-by-field reference for the Bank Statement entity in xMatix — every field's type, requiredness and role in the process.
- [Bank Transfer — entity reference](https://xmatix.com/docs/reference/entities/bank-transfer/): Field-by-field reference for the Bank Transfer entity in xMatix — every field's type, requiredness and role in the process.
- [Banking — entity reference](https://xmatix.com/docs/reference/entities/banking-transaction/): Field-by-field reference for the Banking entity in xMatix — every field's type, requiredness and role in the process.
- [Bill Line — entity reference](https://xmatix.com/docs/reference/entities/bill-line/): Field-by-field reference for the Bill Line entity in xMatix — every field's type, requiredness and role in the process.
- [Bill — entity reference](https://xmatix.com/docs/reference/entities/bill/): Field-by-field reference for the Bill entity in xMatix — every field's type, requiredness and role in the process.
- [Book Valuation Adjustment — entity reference](https://xmatix.com/docs/reference/entities/book-valuation-adjustment/): Field-by-field reference for the Book Valuation Adjustment entity in xMatix — every field's type, requiredness and role in the process.
- [Branch Postal Code — entity reference](https://xmatix.com/docs/reference/entities/branch-postal-code/): Field-by-field reference for the Branch Postal Code entity in xMatix — every field's type, requiredness and role in the process.
- [Branch Time Slot Booking — entity reference](https://xmatix.com/docs/reference/entities/branch-time-slot-booking/): Field-by-field reference for the Branch Time Slot Booking entity in xMatix — every field's type, requiredness and role in the process.
- [Branch Time Slot — entity reference](https://xmatix.com/docs/reference/entities/branch-time-slot/): Field-by-field reference for the Branch Time Slot entity in xMatix — every field's type, requiredness and role in the process.
- [Branch — entity reference](https://xmatix.com/docs/reference/entities/branch/): Field-by-field reference for the Branch entity in xMatix — every field's type, requiredness and role in the process.
- [Budget Commitment — entity reference](https://xmatix.com/docs/reference/entities/budget-commitment/): Field-by-field reference for the Budget Commitment entity in xMatix — every field's type, requiredness and role in the process.
- [Budget Line — entity reference](https://xmatix.com/docs/reference/entities/budget-line/): Field-by-field reference for the Budget Line entity in xMatix — every field's type, requiredness and role in the process.
- [Budget — entity reference](https://xmatix.com/docs/reference/entities/budget/): Field-by-field reference for the Budget entity in xMatix — every field's type, requiredness and role in the process.
- [Business Hour — entity reference](https://xmatix.com/docs/reference/entities/business-hours/): Field-by-field reference for the Business Hour entity in xMatix — every field's type, requiredness and role in the process.
- [Business Unit — entity reference](https://xmatix.com/docs/reference/entities/business-unit/): Field-by-field reference for the Business Unit entity in xMatix — every field's type, requiredness and role in the process.
- [Call — entity reference](https://xmatix.com/docs/reference/entities/call/): Field-by-field reference for the Call entity in xMatix — every field's type, requiredness and role in the process.
- [Case Milestone — entity reference](https://xmatix.com/docs/reference/entities/case-milestone/): Field-by-field reference for the Case Milestone entity in xMatix — every field's type, requiredness and role in the process.
- [Case SLA Event — entity reference](https://xmatix.com/docs/reference/entities/case-slaevent/): Field-by-field reference for the Case SLA Event entity in xMatix — every field's type, requiredness and role in the process.
- [Case — entity reference](https://xmatix.com/docs/reference/entities/case/): Field-by-field reference for the Case entity in xMatix — every field's type, requiredness and role in the process.
- [Check In Inspection Line — entity reference](https://xmatix.com/docs/reference/entities/check-in-inspection-line/): Field-by-field reference for the Check In Inspection Line entity in xMatix — every field's type, requiredness and role in the process.
- [Check In Inspection — entity reference](https://xmatix.com/docs/reference/entities/check-in-inspection/): Field-by-field reference for the Check In Inspection entity in xMatix — every field's type, requiredness and role in the process.
- [Check In Template Line — entity reference](https://xmatix.com/docs/reference/entities/check-in-template-line/): Field-by-field reference for the Check In Template Line entity in xMatix — every field's type, requiredness and role in the process.
- [Check In Template — entity reference](https://xmatix.com/docs/reference/entities/check-in-template/): Field-by-field reference for the Check In Template entity in xMatix — every field's type, requiredness and role in the process.
- [Checklist Line — entity reference](https://xmatix.com/docs/reference/entities/check-list-line/): Field-by-field reference for the Checklist Line entity in xMatix — every field's type, requiredness and role in the process.
- [Checklist Template Line — entity reference](https://xmatix.com/docs/reference/entities/checklist-template-line/): Field-by-field reference for the Checklist Template Line entity in xMatix — every field's type, requiredness and role in the process.
- [Checklist Template — entity reference](https://xmatix.com/docs/reference/entities/checklist-template/): Field-by-field reference for the Checklist Template entity in xMatix — every field's type, requiredness and role in the process.
- [Cheque Register — entity reference](https://xmatix.com/docs/reference/entities/cheque-register/): Field-by-field reference for the Cheque Register entity in xMatix — every field's type, requiredness and role in the process.
- [Cheque Transaction — entity reference](https://xmatix.com/docs/reference/entities/cheque-transaction/): Field-by-field reference for the Cheque Transaction entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Batch Line — entity reference](https://xmatix.com/docs/reference/entities/claim-batch-line/): Field-by-field reference for the Claim Batch Line entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Batch — entity reference](https://xmatix.com/docs/reference/entities/claim-batch/): Field-by-field reference for the Claim Batch entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Generation Rule — entity reference](https://xmatix.com/docs/reference/entities/claim-generation-setup-rule/): Field-by-field reference for the Claim Generation Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Generation Setup — entity reference](https://xmatix.com/docs/reference/entities/claim-generation-setup/): Field-by-field reference for the Claim Generation Setup entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Line — entity reference](https://xmatix.com/docs/reference/entities/claim-line/): Field-by-field reference for the Claim Line entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Reconciliation Line — entity reference](https://xmatix.com/docs/reference/entities/claim-reconciliation-line/): Field-by-field reference for the Claim Reconciliation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Reconciliation — entity reference](https://xmatix.com/docs/reference/entities/claim-reconciliation/): Field-by-field reference for the Claim Reconciliation entity in xMatix — every field's type, requiredness and role in the process.
- [Claim Settlement Setup — entity reference](https://xmatix.com/docs/reference/entities/claim-settlement-setup/): Field-by-field reference for the Claim Settlement Setup entity in xMatix — every field's type, requiredness and role in the process.
- [Claim — entity reference](https://xmatix.com/docs/reference/entities/claim/): Field-by-field reference for the Claim entity in xMatix — every field's type, requiredness and role in the process.
- [Collaborator — entity reference](https://xmatix.com/docs/reference/entities/collaborator/): Field-by-field reference for the Collaborator entity in xMatix — every field's type, requiredness and role in the process.
- [Card Reconciliation — entity reference](https://xmatix.com/docs/reference/entities/company-card-reconciliation/): Field-by-field reference for the Card Reconciliation entity in xMatix — every field's type, requiredness and role in the process.
- [Card Transaction — entity reference](https://xmatix.com/docs/reference/entities/company-card-transaction/): Field-by-field reference for the Card Transaction entity in xMatix — every field's type, requiredness and role in the process.
- [Company Card — entity reference](https://xmatix.com/docs/reference/entities/company-card/): Field-by-field reference for the Company Card entity in xMatix — every field's type, requiredness and role in the process.
- [Compensation Line — entity reference](https://xmatix.com/docs/reference/entities/compensation-line/): Field-by-field reference for the Compensation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Compensation Slab — entity reference](https://xmatix.com/docs/reference/entities/compensation-slab/): Field-by-field reference for the Compensation Slab entity in xMatix — every field's type, requiredness and role in the process.
- [Compensation — entity reference](https://xmatix.com/docs/reference/entities/compensation/): Field-by-field reference for the Compensation entity in xMatix — every field's type, requiredness and role in the process.
- [Complaint Fault — entity reference](https://xmatix.com/docs/reference/entities/complaint-fault/): Field-by-field reference for the Complaint Fault entity in xMatix — every field's type, requiredness and role in the process.
- [Complaint — entity reference](https://xmatix.com/docs/reference/entities/complaint/): Field-by-field reference for the Complaint entity in xMatix — every field's type, requiredness and role in the process.
- [Consolidation Group Member — entity reference](https://xmatix.com/docs/reference/entities/consolidation-group-member/): Field-by-field reference for the Consolidation Group Member entity in xMatix — every field's type, requiredness and role in the process.
- [Consolidation Group — entity reference](https://xmatix.com/docs/reference/entities/consolidation-group/): Field-by-field reference for the Consolidation Group entity in xMatix — every field's type, requiredness and role in the process.
- [Contact Address — entity reference](https://xmatix.com/docs/reference/entities/contact-address/): Field-by-field reference for the Contact Address entity in xMatix — every field's type, requiredness and role in the process.
- [Contact — entity reference](https://xmatix.com/docs/reference/entities/contact/): Field-by-field reference for the Contact entity in xMatix — every field's type, requiredness and role in the process.
- [Contract Line — entity reference](https://xmatix.com/docs/reference/entities/contract-line/): Field-by-field reference for the Contract Line entity in xMatix — every field's type, requiredness and role in the process.
- [Contract Line item — entity reference](https://xmatix.com/docs/reference/entities/contract-lineitem/): Field-by-field reference for the Contract Line item entity in xMatix — every field's type, requiredness and role in the process.
- [Contract — entity reference](https://xmatix.com/docs/reference/entities/contract/): Field-by-field reference for the Contract entity in xMatix — every field's type, requiredness and role in the process.
- [Conversion Batch Line — entity reference](https://xmatix.com/docs/reference/entities/conversion-batch-line/): Field-by-field reference for the Conversion Batch Line entity in xMatix — every field's type, requiredness and role in the process.
- [Conversion Batch — entity reference](https://xmatix.com/docs/reference/entities/conversion-batch/): Field-by-field reference for the Conversion Batch entity in xMatix — every field's type, requiredness and role in the process.
- [Conversion Definition — entity reference](https://xmatix.com/docs/reference/entities/conversion-definition/): Field-by-field reference for the Conversion Definition entity in xMatix — every field's type, requiredness and role in the process.
- [Cost Center — entity reference](https://xmatix.com/docs/reference/entities/cost-center/): Field-by-field reference for the Cost Center entity in xMatix — every field's type, requiredness and role in the process.
- [Credit Limit — entity reference](https://xmatix.com/docs/reference/entities/credit-limit/): Field-by-field reference for the Credit Limit entity in xMatix — every field's type, requiredness and role in the process.
- [Credit Note Line — entity reference](https://xmatix.com/docs/reference/entities/credit-note-line/): Field-by-field reference for the Credit Note Line entity in xMatix — every field's type, requiredness and role in the process.
- [Credit Note — entity reference](https://xmatix.com/docs/reference/entities/credit-note/): Field-by-field reference for the Credit Note entity in xMatix — every field's type, requiredness and role in the process.
- [Currency Revaluation Line — entity reference](https://xmatix.com/docs/reference/entities/currency-revaluation-line/): Field-by-field reference for the Currency Revaluation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Currency Revaluation — entity reference](https://xmatix.com/docs/reference/entities/currency-revaluation/): Field-by-field reference for the Currency Revaluation entity in xMatix — every field's type, requiredness and role in the process.
- [Currency — entity reference](https://xmatix.com/docs/reference/entities/currency/): Field-by-field reference for the Currency entity in xMatix — every field's type, requiredness and role in the process.
- [Cycle Count Line — entity reference](https://xmatix.com/docs/reference/entities/cycle-count-line/): Field-by-field reference for the Cycle Count Line entity in xMatix — every field's type, requiredness and role in the process.
- [Cycle Count Rule — entity reference](https://xmatix.com/docs/reference/entities/cycle-count-rule/): Field-by-field reference for the Cycle Count Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Cycle Count — entity reference](https://xmatix.com/docs/reference/entities/cycle-count/): Field-by-field reference for the Cycle Count entity in xMatix — every field's type, requiredness and role in the process.
- [Dealer Onboarding — entity reference](https://xmatix.com/docs/reference/entities/dealer-onboarding/): Field-by-field reference for the Dealer Onboarding entity in xMatix — every field's type, requiredness and role in the process.
- [DebitNoteLine — entity reference](https://xmatix.com/docs/reference/entities/debit-note-line/): Field-by-field reference for the DebitNoteLine entity in xMatix — every field's type, requiredness and role in the process.
- [Debit Note — entity reference](https://xmatix.com/docs/reference/entities/debit-note/): Field-by-field reference for the Debit Note entity in xMatix — every field's type, requiredness and role in the process.
- [Delivery Order Line — entity reference](https://xmatix.com/docs/reference/entities/delivery-order-line/): Field-by-field reference for the Delivery Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Delivery Order — entity reference](https://xmatix.com/docs/reference/entities/delivery-order/): Field-by-field reference for the Delivery Order entity in xMatix — every field's type, requiredness and role in the process.
- [Depreciation Line — entity reference](https://xmatix.com/docs/reference/entities/depreciation-line/): Field-by-field reference for the Depreciation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Depreciation Policy — entity reference](https://xmatix.com/docs/reference/entities/depreciation-policy/): Field-by-field reference for the Depreciation Policy entity in xMatix — every field's type, requiredness and role in the process.
- [Depreciation — entity reference](https://xmatix.com/docs/reference/entities/depreciation/): Field-by-field reference for the Depreciation entity in xMatix — every field's type, requiredness and role in the process.
- [Discount Group Rule — entity reference](https://xmatix.com/docs/reference/entities/discount-group-rule/): Field-by-field reference for the Discount Group Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Discount Group — entity reference](https://xmatix.com/docs/reference/entities/discount-group/): Field-by-field reference for the Discount Group entity in xMatix — every field's type, requiredness and role in the process.
- [Document Name Setting — entity reference](https://xmatix.com/docs/reference/entities/document-name-setting/): Field-by-field reference for the Document Name Setting entity in xMatix — every field's type, requiredness and role in the process.
- [Document Name — entity reference](https://xmatix.com/docs/reference/entities/document-name/): Field-by-field reference for the Document Name entity in xMatix — every field's type, requiredness and role in the process.
- [Document Service Contract Line — entity reference](https://xmatix.com/docs/reference/entities/document-service-contract-line/): Field-by-field reference for the Document Service Contract Line entity in xMatix — every field's type, requiredness and role in the process.
- [Duplicate Rule — entity reference](https://xmatix.com/docs/reference/entities/duplicate-rule/): Field-by-field reference for the Duplicate Rule entity in xMatix — every field's type, requiredness and role in the process.
- [E Invoice — entity reference](https://xmatix.com/docs/reference/entities/einvoice/): Field-by-field reference for the E Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [Employee — entity reference](https://xmatix.com/docs/reference/entities/employee/): Field-by-field reference for the Employee entity in xMatix — every field's type, requiredness and role in the process.
- [Error Log — entity reference](https://xmatix.com/docs/reference/entities/error-log/): Field-by-field reference for the Error Log entity in xMatix — every field's type, requiredness and role in the process.
- [ESI Rule — entity reference](https://xmatix.com/docs/reference/entities/esirule/): Field-by-field reference for the ESI Rule entity in xMatix — every field's type, requiredness and role in the process.
- [E-Way Bill — entity reference](https://xmatix.com/docs/reference/entities/eway-bill/): Field-by-field reference for the E-Way Bill entity in xMatix — every field's type, requiredness and role in the process.
- [Exchange Rate — entity reference](https://xmatix.com/docs/reference/entities/exchange-rate/): Field-by-field reference for the Exchange Rate entity in xMatix — every field's type, requiredness and role in the process.
- [Executive Position — entity reference](https://xmatix.com/docs/reference/entities/executive-position/): Field-by-field reference for the Executive Position entity in xMatix — every field's type, requiredness and role in the process.
- [Advance Settlement — entity reference](https://xmatix.com/docs/reference/entities/expense-advance-settlement/): Field-by-field reference for the Advance Settlement entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Advance — entity reference](https://xmatix.com/docs/reference/entities/expense-advance/): Field-by-field reference for the Expense Advance entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Category — entity reference](https://xmatix.com/docs/reference/entities/expense-category/): Field-by-field reference for the Expense Category entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Claim Line — entity reference](https://xmatix.com/docs/reference/entities/expense-claim-line/): Field-by-field reference for the Expense Claim Line entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Claim — entity reference](https://xmatix.com/docs/reference/entities/expense-claim/): Field-by-field reference for the Expense Claim entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Policy Rule — entity reference](https://xmatix.com/docs/reference/entities/expense-policy-rule/): Field-by-field reference for the Expense Policy Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Policy Violation — entity reference](https://xmatix.com/docs/reference/entities/expense-policy-violation/): Field-by-field reference for the Policy Violation entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Policy — entity reference](https://xmatix.com/docs/reference/entities/expense-policy/): Field-by-field reference for the Expense Policy entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Receipt — entity reference](https://xmatix.com/docs/reference/entities/expense-receipt/): Field-by-field reference for the Expense Receipt entity in xMatix — every field's type, requiredness and role in the process.
- [Reimbursement Batch Line — entity reference](https://xmatix.com/docs/reference/entities/expense-reimbursement-batch-line/): Field-by-field reference for the Reimbursement Batch Line entity in xMatix — every field's type, requiredness and role in the process.
- [Reimbursement Batch — entity reference](https://xmatix.com/docs/reference/entities/expense-reimbursement-batch/): Field-by-field reference for the Reimbursement Batch entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Voucher Line — entity reference](https://xmatix.com/docs/reference/entities/expense-voucher-line/): Field-by-field reference for the Expense Voucher Line entity in xMatix — every field's type, requiredness and role in the process.
- [Expense Voucher — entity reference](https://xmatix.com/docs/reference/entities/expense-voucher/): Field-by-field reference for the Expense Voucher entity in xMatix — every field's type, requiredness and role in the process.
- [Field Sales Invoice — entity reference](https://xmatix.com/docs/reference/entities/field-sales-invoice/): Field-by-field reference for the Field Sales Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [Field Sales Line — entity reference](https://xmatix.com/docs/reference/entities/field-sales-line/): Field-by-field reference for the Field Sales Line entity in xMatix — every field's type, requiredness and role in the process.
- [Field Sales — entity reference](https://xmatix.com/docs/reference/entities/field-sales/): Field-by-field reference for the Field Sales entity in xMatix — every field's type, requiredness and role in the process.
- [Finance Case — entity reference](https://xmatix.com/docs/reference/entities/finance-case/): Field-by-field reference for the Finance Case entity in xMatix — every field's type, requiredness and role in the process.
- [Financer Scheme — entity reference](https://xmatix.com/docs/reference/entities/financer-scheme/): Field-by-field reference for the Financer Scheme entity in xMatix — every field's type, requiredness and role in the process.
- [Financer — entity reference](https://xmatix.com/docs/reference/entities/financer/): Field-by-field reference for the Financer entity in xMatix — every field's type, requiredness and role in the process.
- [Financial Projection Line — entity reference](https://xmatix.com/docs/reference/entities/financial-projection-line/): Field-by-field reference for the Financial Projection Line entity in xMatix — every field's type, requiredness and role in the process.
- [Financial Projection — entity reference](https://xmatix.com/docs/reference/entities/financial-projection/): Field-by-field reference for the Financial Projection entity in xMatix — every field's type, requiredness and role in the process.
- [Statement Layout Node — entity reference](https://xmatix.com/docs/reference/entities/financial-statement-layout-node/): Field-by-field reference for the Statement Layout Node entity in xMatix — every field's type, requiredness and role in the process.
- [Statement Layout — entity reference](https://xmatix.com/docs/reference/entities/financial-statement-layout/): Field-by-field reference for the Statement Layout entity in xMatix — every field's type, requiredness and role in the process.
- [Fiscal Period — entity reference](https://xmatix.com/docs/reference/entities/fiscal-period/): Field-by-field reference for the Fiscal Period entity in xMatix — every field's type, requiredness and role in the process.
- [Fiscal Year — entity reference](https://xmatix.com/docs/reference/entities/fiscal-year/): Field-by-field reference for the Fiscal Year entity in xMatix — every field's type, requiredness and role in the process.
- [Follower — entity reference](https://xmatix.com/docs/reference/entities/follower/): Field-by-field reference for the Follower entity in xMatix — every field's type, requiredness and role in the process.
- [Form 26AS Line — entity reference](https://xmatix.com/docs/reference/entities/form26-asline/): Field-by-field reference for the Form 26AS Line entity in xMatix — every field's type, requiredness and role in the process.
- [Form 26AS Reconciliation Entry — entity reference](https://xmatix.com/docs/reference/entities/form26-asreconciliation-entry/): Field-by-field reference for the Form 26AS Reconciliation Entry entity in xMatix — every field's type, requiredness and role in the process.
- [Form 26AS Statement — entity reference](https://xmatix.com/docs/reference/entities/form26-asstatement/): Field-by-field reference for the Form 26AS Statement entity in xMatix — every field's type, requiredness and role in the process.
- [Form 3CD Clause — entity reference](https://xmatix.com/docs/reference/entities/form3-cdclause/): Field-by-field reference for the Form 3CD Clause entity in xMatix — every field's type, requiredness and role in the process.
- [F&F Line — entity reference](https://xmatix.com/docs/reference/entities/full-and-final-settlement-line/): Field-by-field reference for the F&F Line entity in xMatix — every field's type, requiredness and role in the process.
- [Full & Final Settlement — entity reference](https://xmatix.com/docs/reference/entities/full-and-final-settlement/): Field-by-field reference for the Full & Final Settlement entity in xMatix — every field's type, requiredness and role in the process.
- [General Ledger — entity reference](https://xmatix.com/docs/reference/entities/general-ledger/): Field-by-field reference for the General Ledger entity in xMatix — every field's type, requiredness and role in the process.
- [GL Period Balance — entity reference](https://xmatix.com/docs/reference/entities/glaccount-period-balance/): Field-by-field reference for the GL Period Balance entity in xMatix — every field's type, requiredness and role in the process.
- [GL Account — entity reference](https://xmatix.com/docs/reference/entities/glaccount/): Field-by-field reference for the GL Account entity in xMatix — every field's type, requiredness and role in the process.
- [Goods Receipt Line — entity reference](https://xmatix.com/docs/reference/entities/goods-receipt-line/): Field-by-field reference for the Goods Receipt Line entity in xMatix — every field's type, requiredness and role in the process.
- [Goods Receipt — entity reference](https://xmatix.com/docs/reference/entities/goods-receipt/): Field-by-field reference for the Goods Receipt entity in xMatix — every field's type, requiredness and role in the process.
- [Grade — entity reference](https://xmatix.com/docs/reference/entities/grade/): Field-by-field reference for the Grade entity in xMatix — every field's type, requiredness and role in the process.
- [GST Fiscal Period — entity reference](https://xmatix.com/docs/reference/entities/gstfiscal-period/): Field-by-field reference for the GST Fiscal Period entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Invoice — entity reference](https://xmatix.com/docs/reference/entities/gstr1-b2-binvoice/): Field-by-field reference for the B2B Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Supply — entity reference](https://xmatix.com/docs/reference/entities/gstr1-b2-bsupply/): Field-by-field reference for the B2B Supply entity in xMatix — every field's type, requiredness and role in the process.
- [B2C Large Invoice — entity reference](https://xmatix.com/docs/reference/entities/gstr1-b2-clinvoice/): Field-by-field reference for the B2C Large Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [B2C Large Supply — entity reference](https://xmatix.com/docs/reference/entities/gstr1-b2-clsupply/): Field-by-field reference for the B2C Large Supply entity in xMatix — every field's type, requiredness and role in the process.
- [B2C Small Supply — entity reference](https://xmatix.com/docs/reference/entities/gstr1-b2-cssupply/): Field-by-field reference for the B2C Small Supply entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR1 Credit/Debit Note — entity reference](https://xmatix.com/docs/reference/entities/gstr1-credit-debit-note/): Field-by-field reference for the GSTR1 Credit/Debit Note entity in xMatix — every field's type, requiredness and role in the process.
- [Document Summary — entity reference](https://xmatix.com/docs/reference/entities/gstr1-document-summary/): Field-by-field reference for the Document Summary entity in xMatix — every field's type, requiredness and role in the process.
- [Export Invoice — entity reference](https://xmatix.com/docs/reference/entities/gstr1-export-invoice/): Field-by-field reference for the Export Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [Export Supply — entity reference](https://xmatix.com/docs/reference/entities/gstr1-export-supply/): Field-by-field reference for the Export Supply entity in xMatix — every field's type, requiredness and role in the process.
- [HSN Summary — entity reference](https://xmatix.com/docs/reference/entities/gstr1-hsnsummary/): Field-by-field reference for the HSN Summary entity in xMatix — every field's type, requiredness and role in the process.
- [GST Line Item — entity reference](https://xmatix.com/docs/reference/entities/gstr1-line-item/): Field-by-field reference for the GST Line Item entity in xMatix — every field's type, requiredness and role in the process.
- [Nil Rated Supply — entity reference](https://xmatix.com/docs/reference/entities/gstr1-nil-rated/): Field-by-field reference for the Nil Rated Supply entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR1 — entity reference](https://xmatix.com/docs/reference/entities/gstr1/): Field-by-field reference for the GSTR1 entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR2B — entity reference](https://xmatix.com/docs/reference/entities/gstr2-b/): Field-by-field reference for the GSTR2B entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Amendment Invoice — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bb2-bainvoice/): Field-by-field reference for the B2B Amendment Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Amendment Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bb2-basupplier/): Field-by-field reference for the B2B Amendment Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Invoice 2B — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bb2-binvoice/): Field-by-field reference for the B2B Invoice 2B entity in xMatix — every field's type, requiredness and role in the process.
- [B2B Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bb2-bsupplier/): Field-by-field reference for the B2B Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [CDN Amendment Note — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bcdnranote/): Field-by-field reference for the CDN Amendment Note entity in xMatix — every field's type, requiredness and role in the process.
- [CDN Amendment Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bcdnrasupplier/): Field-by-field reference for the CDN Amendment Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [CDNR Note — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bcdnrnote/): Field-by-field reference for the CDNR Note entity in xMatix — every field's type, requiredness and role in the process.
- [CDN Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bcdnrsupplier/): Field-by-field reference for the CDN Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [E-Commerce Amendment Document — entity reference](https://xmatix.com/docs/reference/entities/gstr2-becoadocument/): Field-by-field reference for the E-Commerce Amendment Document entity in xMatix — every field's type, requiredness and role in the process.
- [E-Commerce Amendment Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-becoasupplier/): Field-by-field reference for the E-Commerce Amendment Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [E-Commerce Document — entity reference](https://xmatix.com/docs/reference/entities/gstr2-becodocument/): Field-by-field reference for the E-Commerce Document entity in xMatix — every field's type, requiredness and role in the process.
- [E-Commerce Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-becosupplier/): Field-by-field reference for the E-Commerce Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [Import (Overseas) — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bimpgrecord/): Field-by-field reference for the Import (Overseas) entity in xMatix — every field's type, requiredness and role in the process.
- [Import (SEZ) — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bimpgsezrecord/): Field-by-field reference for the Import (SEZ) entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Amendment Credit — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bisdacredit/): Field-by-field reference for the ISD Amendment Credit entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Amendment Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bisdasupplier/): Field-by-field reference for the ISD Amendment Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Credit — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bisdcredit/): Field-by-field reference for the ISD Credit entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Supplier — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bisdsupplier/): Field-by-field reference for the ISD Supplier entity in xMatix — every field's type, requiredness and role in the process.
- [ITC Summary — entity reference](https://xmatix.com/docs/reference/entities/gstr2-bitcsummary/): Field-by-field reference for the ITC Summary entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR-2B Reconciliation Entry — entity reference](https://xmatix.com/docs/reference/entities/gstr2-breconciliation-entry/): Field-by-field reference for the GSTR-2B Reconciliation Entry entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B — entity reference](https://xmatix.com/docs/reference/entities/gstr3-b/): Field-by-field reference for the GSTR 3B entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Filing Log — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bfiling-log/): Field-by-field reference for the GSTR 3B Filing Log entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Table 4A ITC — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bitc-available/): Field-by-field reference for the GSTR 3B Table 4A ITC entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Table 4D ITC — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bitc-ineligible/): Field-by-field reference for the GSTR 3B Table 4D ITC entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR-3B Table 4B ITC — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bitc-reversed/): Field-by-field reference for the GSTR-3B Table 4B ITC entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Payment — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bpayment/): Field-by-field reference for the GSTR 3B Payment entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Rule 37 Tracker — entity reference](https://xmatix.com/docs/reference/entities/gstr3-brule37-tracker/): Field-by-field reference for the GSTR 3B Rule 37 Tracker entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Table 3.1 — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bsection31/): Field-by-field reference for the GSTR 3B Table 3.1 entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 3B Table 3.1.1 — entity reference](https://xmatix.com/docs/reference/entities/gstr3-bsection311/): Field-by-field reference for the GSTR 3B Table 3.1.1 entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Distribution — entity reference](https://xmatix.com/docs/reference/entities/gstr6-isddistribution/): Field-by-field reference for the ISD Distribution entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Document Series — entity reference](https://xmatix.com/docs/reference/entities/gstr6-isddocument-series/): Field-by-field reference for the ISD Document Series entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Recipient Allocation — entity reference](https://xmatix.com/docs/reference/entities/gstr6-isdrecipient-allocation/): Field-by-field reference for the ISD Recipient Allocation entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Recipient Turnover — entity reference](https://xmatix.com/docs/reference/entities/gstr6-isdrecipient-turnover/): Field-by-field reference for the ISD Recipient Turnover entity in xMatix — every field's type, requiredness and role in the process.
- [ISD Source Document — entity reference](https://xmatix.com/docs/reference/entities/gstr6-isdsource-document/): Field-by-field reference for the ISD Source Document entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 6 — entity reference](https://xmatix.com/docs/reference/entities/gstr6/): Field-by-field reference for the GSTR 6 entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 9 Config — entity reference](https://xmatix.com/docs/reference/entities/gstr9-config/): Field-by-field reference for the GSTR 9 Config entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 9 HSN Summary — entity reference](https://xmatix.com/docs/reference/entities/gstr9-hsn-summary/): Field-by-field reference for the GSTR 9 HSN Summary entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 9 Return — entity reference](https://xmatix.com/docs/reference/entities/gstr9-return/): Field-by-field reference for the GSTR 9 Return entity in xMatix — every field's type, requiredness and role in the process.
- [GSTR 9 Summary — entity reference](https://xmatix.com/docs/reference/entities/gstr9-summary/): Field-by-field reference for the GSTR 9 Summary entity in xMatix — every field's type, requiredness and role in the process.
- [GST Registration — entity reference](https://xmatix.com/docs/reference/entities/gstregistration/): Field-by-field reference for the GST Registration entity in xMatix — every field's type, requiredness and role in the process.
- [Holiday — entity reference](https://xmatix.com/docs/reference/entities/holiday/): Field-by-field reference for the Holiday entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Line — entity reference](https://xmatix.com/docs/reference/entities/incentive-line/): Field-by-field reference for the Incentive Line entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Period — entity reference](https://xmatix.com/docs/reference/entities/incentive-period/): Field-by-field reference for the Incentive Period entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Plan — entity reference](https://xmatix.com/docs/reference/entities/incentive-plan/): Field-by-field reference for the Incentive Plan entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Resource Target — entity reference](https://xmatix.com/docs/reference/entities/incentive-resource-target/): Field-by-field reference for the Incentive Resource Target entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Resource — entity reference](https://xmatix.com/docs/reference/entities/incentive-resource/): Field-by-field reference for the Incentive Resource entity in xMatix — every field's type, requiredness and role in the process.
- [Incentive Target — entity reference](https://xmatix.com/docs/reference/entities/incentive-target/): Field-by-field reference for the Incentive Target entity in xMatix — every field's type, requiredness and role in the process.
- [Entity reference — all entities](https://xmatix.com/docs/reference/entities/): The full list of xMatix business entities, each linking to a field-by-field reference with actions, validations and relationships.
- [Individual — entity reference](https://xmatix.com/docs/reference/entities/individual/): Field-by-field reference for the Individual entity in xMatix — every field's type, requiredness and role in the process.
- [Inspection Line — entity reference](https://xmatix.com/docs/reference/entities/inspection-line/): Field-by-field reference for the Inspection Line entity in xMatix — every field's type, requiredness and role in the process.
- [Insurance Scheme — entity reference](https://xmatix.com/docs/reference/entities/insurance-scheme/): Field-by-field reference for the Insurance Scheme entity in xMatix — every field's type, requiredness and role in the process.
- [Interest Charge — entity reference](https://xmatix.com/docs/reference/entities/interest-charge/): Field-by-field reference for the Interest Charge entity in xMatix — every field's type, requiredness and role in the process.
- [Interest Policy — entity reference](https://xmatix.com/docs/reference/entities/interest-policy/): Field-by-field reference for the Interest Policy entity in xMatix — every field's type, requiredness and role in the process.
- [Interest Run — entity reference](https://xmatix.com/docs/reference/entities/interest-run/): Field-by-field reference for the Interest Run entity in xMatix — every field's type, requiredness and role in the process.
- [Interface Log — entity reference](https://xmatix.com/docs/reference/entities/interface-log/): Field-by-field reference for the Interface Log entity in xMatix — every field's type, requiredness and role in the process.
- [Job Queue — entity reference](https://xmatix.com/docs/reference/entities/interface-queue/): Field-by-field reference for the Job Queue entity in xMatix — every field's type, requiredness and role in the process.
- [Interface Service Provider Request — entity reference](https://xmatix.com/docs/reference/entities/interface-service-provider-request/): Field-by-field reference for the Interface Service Provider Request entity in xMatix — every field's type, requiredness and role in the process.
- [Interface Service Provider — entity reference](https://xmatix.com/docs/reference/entities/interface-service-provider/): Field-by-field reference for the Interface Service Provider entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Cost Consumption — entity reference](https://xmatix.com/docs/reference/entities/inventory-cost-consumption/): Field-by-field reference for the Inventory Cost Consumption entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Cost Lot — entity reference](https://xmatix.com/docs/reference/entities/inventory-cost-lot/): Field-by-field reference for the Inventory Cost Lot entity in xMatix — every field's type, requiredness and role in the process.
- [Allocation Line — entity reference](https://xmatix.com/docs/reference/entities/inventory-fulfilment-allocation-line/): Field-by-field reference for the Allocation Line entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Fulfillment Order Line — entity reference](https://xmatix.com/docs/reference/entities/inventory-fulfilment-order-line/): Field-by-field reference for the Inventory Fulfillment Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Fulfillment Picking Line — entity reference](https://xmatix.com/docs/reference/entities/inventory-fulfilment-picking-line/): Field-by-field reference for the Inventory Fulfillment Picking Line entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Fulfilment — entity reference](https://xmatix.com/docs/reference/entities/inventory-fulfilment/): Field-by-field reference for the Inventory Fulfilment entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Ledger Setting — entity reference](https://xmatix.com/docs/reference/entities/inventory-ledger-setting/): Field-by-field reference for the Inventory Ledger Setting entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Ledger — entity reference](https://xmatix.com/docs/reference/entities/inventory-ledger/): Field-by-field reference for the Inventory Ledger entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory NRV Assessment — entity reference](https://xmatix.com/docs/reference/entities/inventory-nrv-assessment/): Field-by-field reference for the Inventory NRV Assessment entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Opening Lot State — entity reference](https://xmatix.com/docs/reference/entities/inventory-opening-lot-state/): Field-by-field reference for the Inventory Opening Lot State entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Stock — entity reference](https://xmatix.com/docs/reference/entities/inventory-stock/): Field-by-field reference for the Inventory Stock entity in xMatix — every field's type, requiredness and role in the process.
- [Inventory Valuation Policy — entity reference](https://xmatix.com/docs/reference/entities/inventory-valuation-policy/): Field-by-field reference for the Inventory Valuation Policy entity in xMatix — every field's type, requiredness and role in the process.
- [Invoice Line — entity reference](https://xmatix.com/docs/reference/entities/invoice-line/): Field-by-field reference for the Invoice Line entity in xMatix — every field's type, requiredness and role in the process.
- [Invoice — entity reference](https://xmatix.com/docs/reference/entities/invoice/): Field-by-field reference for the Invoice entity in xMatix — every field's type, requiredness and role in the process.
- [ITC Ledger — entity reference](https://xmatix.com/docs/reference/entities/itcledger/): Field-by-field reference for the ITC Ledger entity in xMatix — every field's type, requiredness and role in the process.
- [Item Alias — entity reference](https://xmatix.com/docs/reference/entities/item-alias/): Field-by-field reference for the Item Alias entity in xMatix — every field's type, requiredness and role in the process.
- [Item Alternate — entity reference](https://xmatix.com/docs/reference/entities/item-alternate/): Field-by-field reference for the Item Alternate entity in xMatix — every field's type, requiredness and role in the process.
- [Item Cart — entity reference](https://xmatix.com/docs/reference/entities/item-cart/): Field-by-field reference for the Item Cart entity in xMatix — every field's type, requiredness and role in the process.
- [Item Component — entity reference](https://xmatix.com/docs/reference/entities/item-component/): Field-by-field reference for the Item Component entity in xMatix — every field's type, requiredness and role in the process.
- [Item Consumption Rate — entity reference](https://xmatix.com/docs/reference/entities/item-consumption-rate/): Field-by-field reference for the Item Consumption Rate entity in xMatix — every field's type, requiredness and role in the process.
- [Item Consumption Schedule — entity reference](https://xmatix.com/docs/reference/entities/item-consumption-schedule/): Field-by-field reference for the Item Consumption Schedule entity in xMatix — every field's type, requiredness and role in the process.
- [Item Feature — entity reference](https://xmatix.com/docs/reference/entities/item-feature/): Field-by-field reference for the Item Feature entity in xMatix — every field's type, requiredness and role in the process.
- [Item Group Member — entity reference](https://xmatix.com/docs/reference/entities/item-group-member/): Field-by-field reference for the Item Group Member entity in xMatix — every field's type, requiredness and role in the process.
- [Item Group Rule — entity reference](https://xmatix.com/docs/reference/entities/item-group-rule/): Field-by-field reference for the Item Group Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Item Group — entity reference](https://xmatix.com/docs/reference/entities/item-group/): Field-by-field reference for the Item Group entity in xMatix — every field's type, requiredness and role in the process.
- [Item Inventory Attribute — entity reference](https://xmatix.com/docs/reference/entities/item-inventory-attribute/): Field-by-field reference for the Item Inventory Attribute entity in xMatix — every field's type, requiredness and role in the process.
- [Item Lot Type — entity reference](https://xmatix.com/docs/reference/entities/item-lot-type/): Field-by-field reference for the Item Lot Type entity in xMatix — every field's type, requiredness and role in the process.
- [Item Lot — entity reference](https://xmatix.com/docs/reference/entities/item-lot/): Field-by-field reference for the Item Lot entity in xMatix — every field's type, requiredness and role in the process.
- [Item Maintenance Schedule — entity reference](https://xmatix.com/docs/reference/entities/item-maintenance-schedule/): Field-by-field reference for the Item Maintenance Schedule entity in xMatix — every field's type, requiredness and role in the process.
- [Item Relation — entity reference](https://xmatix.com/docs/reference/entities/item-relation/): Field-by-field reference for the Item Relation entity in xMatix — every field's type, requiredness and role in the process.
- [Item Service Contract Line — entity reference](https://xmatix.com/docs/reference/entities/item-service-contract-line/): Field-by-field reference for the Item Service Contract Line entity in xMatix — every field's type, requiredness and role in the process.
- [Item Service Contract — entity reference](https://xmatix.com/docs/reference/entities/item-service-contract/): Field-by-field reference for the Item Service Contract entity in xMatix — every field's type, requiredness and role in the process.
- [Item Unit Of Measure — entity reference](https://xmatix.com/docs/reference/entities/item-unit-of-measure/): Field-by-field reference for the Item Unit Of Measure entity in xMatix — every field's type, requiredness and role in the process.
- [Item — entity reference](https://xmatix.com/docs/reference/entities/item/): Field-by-field reference for the Item entity in xMatix — every field's type, requiredness and role in the process.
- [Journal Line — entity reference](https://xmatix.com/docs/reference/entities/journal-line/): Field-by-field reference for the Journal Line entity in xMatix — every field's type, requiredness and role in the process.
- [Journal — entity reference](https://xmatix.com/docs/reference/entities/journal/): Field-by-field reference for the Journal entity in xMatix — every field's type, requiredness and role in the process.
- [Knowledge Article — entity reference](https://xmatix.com/docs/reference/entities/knowledge-article/): Field-by-field reference for the Knowledge Article entity in xMatix — every field's type, requiredness and role in the process.
- [KPI Configuration — entity reference](https://xmatix.com/docs/reference/entities/kpiconfiguration/): Field-by-field reference for the KPI Configuration entity in xMatix — every field's type, requiredness and role in the process.
- [KPI Data Detail — entity reference](https://xmatix.com/docs/reference/entities/kpidata-detail/): Field-by-field reference for the KPI Data Detail entity in xMatix — every field's type, requiredness and role in the process.
- [KPI Data — entity reference](https://xmatix.com/docs/reference/entities/kpidata/): Field-by-field reference for the KPI Data entity in xMatix — every field's type, requiredness and role in the process.
- [KPI Rule — entity reference](https://xmatix.com/docs/reference/entities/kpirules/): Field-by-field reference for the KPI Rule entity in xMatix — every field's type, requiredness and role in the process.
- [KYC Document — entity reference](https://xmatix.com/docs/reference/entities/kycdocument/): Field-by-field reference for the KYC Document entity in xMatix — every field's type, requiredness and role in the process.
- [Landed Cost Line — entity reference](https://xmatix.com/docs/reference/entities/landed-cost-line/): Field-by-field reference for the Landed Cost Line entity in xMatix — every field's type, requiredness and role in the process.
- [Landed Cost — entity reference](https://xmatix.com/docs/reference/entities/landed-cost/): Field-by-field reference for the Landed Cost entity in xMatix — every field's type, requiredness and role in the process.
- [Lead — entity reference](https://xmatix.com/docs/reference/entities/lead/): Field-by-field reference for the Lead entity in xMatix — every field's type, requiredness and role in the process.
- [Leave Entitlement — entity reference](https://xmatix.com/docs/reference/entities/leave-entitlement/): Field-by-field reference for the Leave Entitlement entity in xMatix — every field's type, requiredness and role in the process.
- [Leave Request — entity reference](https://xmatix.com/docs/reference/entities/leave-request/): Field-by-field reference for the Leave Request entity in xMatix — every field's type, requiredness and role in the process.
- [Leave Type — entity reference](https://xmatix.com/docs/reference/entities/leave-type/): Field-by-field reference for the Leave Type entity in xMatix — every field's type, requiredness and role in the process.
- [Loan Recovery — entity reference](https://xmatix.com/docs/reference/entities/loan-advance-recovery/): Field-by-field reference for the Loan Recovery entity in xMatix — every field's type, requiredness and role in the process.
- [Loan / Advance — entity reference](https://xmatix.com/docs/reference/entities/loan-advance/): Field-by-field reference for the Loan / Advance entity in xMatix — every field's type, requiredness and role in the process.
- [Lower Deduction Certificate — entity reference](https://xmatix.com/docs/reference/entities/lower-deduction-certificate/): Field-by-field reference for the Lower Deduction Certificate entity in xMatix — every field's type, requiredness and role in the process.
- [LWF Rule — entity reference](https://xmatix.com/docs/reference/entities/lwfrule/): Field-by-field reference for the LWF Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Macro Step — entity reference](https://xmatix.com/docs/reference/entities/macro-step/): Field-by-field reference for the Macro Step entity in xMatix — every field's type, requiredness and role in the process.
- [Macro — entity reference](https://xmatix.com/docs/reference/entities/macro/): Field-by-field reference for the Macro entity in xMatix — every field's type, requiredness and role in the process.
- [Milestone Config — entity reference](https://xmatix.com/docs/reference/entities/milestone-config/): Field-by-field reference for the Milestone Config entity in xMatix — every field's type, requiredness and role in the process.
- [Mobile Sync Failure — entity reference](https://xmatix.com/docs/reference/entities/mobile-sync-failure/): Field-by-field reference for the Mobile Sync Failure entity in xMatix — every field's type, requiredness and role in the process.
- [Monthly TDS Projection — entity reference](https://xmatix.com/docs/reference/entities/monthly-tds-projection/): Field-by-field reference for the Monthly TDS Projection entity in xMatix — every field's type, requiredness and role in the process.
- [Open Transaction — entity reference](https://xmatix.com/docs/reference/entities/open-transaction/): Field-by-field reference for the Open Transaction entity in xMatix — every field's type, requiredness and role in the process.
- [Opportunity Line — entity reference](https://xmatix.com/docs/reference/entities/opportunity-line/): Field-by-field reference for the Opportunity Line entity in xMatix — every field's type, requiredness and role in the process.
- [Opportunity — entity reference](https://xmatix.com/docs/reference/entities/opportunity/): Field-by-field reference for the Opportunity entity in xMatix — every field's type, requiredness and role in the process.
- [Order Line — entity reference](https://xmatix.com/docs/reference/entities/order-line/): Field-by-field reference for the Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Order — entity reference](https://xmatix.com/docs/reference/entities/order/): Field-by-field reference for the Order entity in xMatix — every field's type, requiredness and role in the process.
- [Partner Account Mapping — entity reference](https://xmatix.com/docs/reference/entities/partner-account-mapping/): Field-by-field reference for the Partner Account Mapping entity in xMatix — every field's type, requiredness and role in the process.
- [Partner Resource — entity reference](https://xmatix.com/docs/reference/entities/partner-resource/): Field-by-field reference for the Partner Resource entity in xMatix — every field's type, requiredness and role in the process.
- [Party Period Balance — entity reference](https://xmatix.com/docs/reference/entities/party-period-balance/): Field-by-field reference for the Party Period Balance entity in xMatix — every field's type, requiredness and role in the process.
- [Payment Adjustment — entity reference](https://xmatix.com/docs/reference/entities/payment-adjustment/): Field-by-field reference for the Payment Adjustment entity in xMatix — every field's type, requiredness and role in the process.
- [Payment Batch Line — entity reference](https://xmatix.com/docs/reference/entities/payment-batch-line/): Field-by-field reference for the Payment Batch Line entity in xMatix — every field's type, requiredness and role in the process.
- [Payment Batch — entity reference](https://xmatix.com/docs/reference/entities/payment-batch/): Field-by-field reference for the Payment Batch entity in xMatix — every field's type, requiredness and role in the process.
- [Payment (Salary Disbursement) — entity reference](https://xmatix.com/docs/reference/entities/payment-salary-disbursement/): Field-by-field reference for the Payment (Salary Disbursement) entity in xMatix — every field's type, requiredness and role in the process.
- [Payment — entity reference](https://xmatix.com/docs/reference/entities/payment/): Field-by-field reference for the Payment entity in xMatix — every field's type, requiredness and role in the process.
- [Payroll Adjustment — entity reference](https://xmatix.com/docs/reference/entities/payroll-adjustment/): Field-by-field reference for the Payroll Adjustment entity in xMatix — every field's type, requiredness and role in the process.
- [Payroll Component — entity reference](https://xmatix.com/docs/reference/entities/payroll-component/): Field-by-field reference for the Payroll Component entity in xMatix — every field's type, requiredness and role in the process.
- [Payment Batch Line — entity reference](https://xmatix.com/docs/reference/entities/payroll-payment-batch-line/): Field-by-field reference for the Payment Batch Line entity in xMatix — every field's type, requiredness and role in the process.
- [Salary Payment Batch — entity reference](https://xmatix.com/docs/reference/entities/payroll-payment-batch/): Field-by-field reference for the Salary Payment Batch entity in xMatix — every field's type, requiredness and role in the process.
- [Payroll Period — entity reference](https://xmatix.com/docs/reference/entities/payroll-period/): Field-by-field reference for the Payroll Period entity in xMatix — every field's type, requiredness and role in the process.
- [Run Component Line — entity reference](https://xmatix.com/docs/reference/entities/payroll-run-component-line/): Field-by-field reference for the Run Component Line entity in xMatix — every field's type, requiredness and role in the process.
- [Payroll Run Detail — entity reference](https://xmatix.com/docs/reference/entities/payroll-run-detail/): Field-by-field reference for the Payroll Run Detail entity in xMatix — every field's type, requiredness and role in the process.
- [Payroll Run — entity reference](https://xmatix.com/docs/reference/entities/payroll-run/): Field-by-field reference for the Payroll Run entity in xMatix — every field's type, requiredness and role in the process.
- [Statutory Challan — entity reference](https://xmatix.com/docs/reference/entities/payroll-statutory-challan/): Field-by-field reference for the Statutory Challan entity in xMatix — every field's type, requiredness and role in the process.
- [Payslip — entity reference](https://xmatix.com/docs/reference/entities/payslip/): Field-by-field reference for the Payslip entity in xMatix — every field's type, requiredness and role in the process.
- [Performance KPI — entity reference](https://xmatix.com/docs/reference/entities/performance-kpi/): Field-by-field reference for the Performance KPI entity in xMatix — every field's type, requiredness and role in the process.
- [Period Close Check — entity reference](https://xmatix.com/docs/reference/entities/period-close-check/): Field-by-field reference for the Period Close Check entity in xMatix — every field's type, requiredness and role in the process.
- [Period Close — entity reference](https://xmatix.com/docs/reference/entities/period-close/): Field-by-field reference for the Period Close entity in xMatix — every field's type, requiredness and role in the process.
- [PF Rule — entity reference](https://xmatix.com/docs/reference/entities/pfrule/): Field-by-field reference for the PF Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Place — entity reference](https://xmatix.com/docs/reference/entities/place/): Field-by-field reference for the Place entity in xMatix — every field's type, requiredness and role in the process.
- [Planogram — entity reference](https://xmatix.com/docs/reference/entities/planogram/): Field-by-field reference for the Planogram entity in xMatix — every field's type, requiredness and role in the process.
- [PM Task — entity reference](https://xmatix.com/docs/reference/entities/pmtask/): Field-by-field reference for the PM Task entity in xMatix — every field's type, requiredness and role in the process.
- [Position — entity reference](https://xmatix.com/docs/reference/entities/position/): Field-by-field reference for the Position entity in xMatix — every field's type, requiredness and role in the process.
- [Postal Code — entity reference](https://xmatix.com/docs/reference/entities/postal-code/): Field-by-field reference for the Postal Code entity in xMatix — every field's type, requiredness and role in the process.
- [Posting Definition — entity reference](https://xmatix.com/docs/reference/entities/posting-definition/): Field-by-field reference for the Posting Definition entity in xMatix — every field's type, requiredness and role in the process.
- [Posting Error Log — entity reference](https://xmatix.com/docs/reference/entities/posting-error-log/): Field-by-field reference for the Posting Error Log entity in xMatix — every field's type, requiredness and role in the process.
- [Price List Rule — entity reference](https://xmatix.com/docs/reference/entities/price-list-rule/): Field-by-field reference for the Price List Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Price List — entity reference](https://xmatix.com/docs/reference/entities/price-list/): Field-by-field reference for the Price List entity in xMatix — every field's type, requiredness and role in the process.
- [Price Lot Line — entity reference](https://xmatix.com/docs/reference/entities/price-lot-line/): Field-by-field reference for the Price Lot Line entity in xMatix — every field's type, requiredness and role in the process.
- [Price Lot — entity reference](https://xmatix.com/docs/reference/entities/price-lot/): Field-by-field reference for the Price Lot entity in xMatix — every field's type, requiredness and role in the process.
- [Product Catalogue Image — entity reference](https://xmatix.com/docs/reference/entities/product-catalogue-image/): Field-by-field reference for the Product Catalogue Image entity in xMatix — every field's type, requiredness and role in the process.
- [Product Catalogue — entity reference](https://xmatix.com/docs/reference/entities/product-catalogue/): Field-by-field reference for the Product Catalogue entity in xMatix — every field's type, requiredness and role in the process.
- [Product Configurator Image Detail — entity reference](https://xmatix.com/docs/reference/entities/product-configurator-image-detail/): Field-by-field reference for the Product Configurator Image Detail entity in xMatix — every field's type, requiredness and role in the process.
- [Appointment — entity reference](https://xmatix.com/docs/reference/entities/product-demo/): Field-by-field reference for the Appointment entity in xMatix — every field's type, requiredness and role in the process.
- [Professional Tax Slab — entity reference](https://xmatix.com/docs/reference/entities/professional-tax-slab/): Field-by-field reference for the Professional Tax Slab entity in xMatix — every field's type, requiredness and role in the process.
- [Project — entity reference](https://xmatix.com/docs/reference/entities/project/): Field-by-field reference for the Project entity in xMatix — every field's type, requiredness and role in the process.
- [Prospect Place — entity reference](https://xmatix.com/docs/reference/entities/prospect-place/): Field-by-field reference for the Prospect Place entity in xMatix — every field's type, requiredness and role in the process.
- [Published Statement — entity reference](https://xmatix.com/docs/reference/entities/published-statement/): Field-by-field reference for the Published Statement entity in xMatix — every field's type, requiredness and role in the process.
- [Purchase Order Line — entity reference](https://xmatix.com/docs/reference/entities/purchase-order-line/): Field-by-field reference for the Purchase Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Purchase Order Requisition — entity reference](https://xmatix.com/docs/reference/entities/purchase-order-requisition/): Field-by-field reference for the Purchase Order Requisition entity in xMatix — every field's type, requiredness and role in the process.
- [Purchase Order — entity reference](https://xmatix.com/docs/reference/entities/purchase-order/): Field-by-field reference for the Purchase Order entity in xMatix — every field's type, requiredness and role in the process.
- [Purchase Return Line — entity reference](https://xmatix.com/docs/reference/entities/purchase-return-line/): Field-by-field reference for the Purchase Return Line entity in xMatix — every field's type, requiredness and role in the process.
- [Purchase Return — entity reference](https://xmatix.com/docs/reference/entities/purchase-return/): Field-by-field reference for the Purchase Return entity in xMatix — every field's type, requiredness and role in the process.
- [Queue — entity reference](https://xmatix.com/docs/reference/entities/queue/): Field-by-field reference for the Queue entity in xMatix — every field's type, requiredness and role in the process.
- [Quote Line — entity reference](https://xmatix.com/docs/reference/entities/quote-line/): Field-by-field reference for the Quote Line entity in xMatix — every field's type, requiredness and role in the process.
- [Quote — entity reference](https://xmatix.com/docs/reference/entities/quote/): Field-by-field reference for the Quote entity in xMatix — every field's type, requiredness and role in the process.
- [Reconciliation Match — entity reference](https://xmatix.com/docs/reference/entities/reconciliation-match/): Field-by-field reference for the Reconciliation Match entity in xMatix — every field's type, requiredness and role in the process.
- [Reconciliation Matching Rule — entity reference](https://xmatix.com/docs/reference/entities/reconciliation-matching-rule/): Field-by-field reference for the Reconciliation Matching Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Recurring Depreciation — entity reference](https://xmatix.com/docs/reference/entities/recurring-depreciation/): Field-by-field reference for the Recurring Depreciation entity in xMatix — every field's type, requiredness and role in the process.
- [Recurring Journal Line — entity reference](https://xmatix.com/docs/reference/entities/recurring-journal-line/): Field-by-field reference for the Recurring Journal Line entity in xMatix — every field's type, requiredness and role in the process.
- [Recurring Journal — entity reference](https://xmatix.com/docs/reference/entities/recurring-journal/): Field-by-field reference for the Recurring Journal entity in xMatix — every field's type, requiredness and role in the process.
- [Requisition Line — entity reference](https://xmatix.com/docs/reference/entities/requisition-line/): Field-by-field reference for the Requisition Line entity in xMatix — every field's type, requiredness and role in the process.
- [Requisition — entity reference](https://xmatix.com/docs/reference/entities/requisition/): Field-by-field reference for the Requisition entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Assignment Rule — entity reference](https://xmatix.com/docs/reference/entities/resource-assignment-rule/): Field-by-field reference for the Resource Assignment Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Availability Check In — entity reference](https://xmatix.com/docs/reference/entities/resource-availability-check-in/): Field-by-field reference for the Resource Availability Check In entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Availability Data — entity reference](https://xmatix.com/docs/reference/entities/resource-availability-data/): Field-by-field reference for the Resource Availability Data entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Availability — entity reference](https://xmatix.com/docs/reference/entities/resource-availability/): Field-by-field reference for the Resource Availability entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Business Hour — entity reference](https://xmatix.com/docs/reference/entities/resource-business-hours/): Field-by-field reference for the Resource Business Hour entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Compensation — entity reference](https://xmatix.com/docs/reference/entities/resource-compensation/): Field-by-field reference for the Resource Compensation entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Group Member — entity reference](https://xmatix.com/docs/reference/entities/resource-group-member/): Field-by-field reference for the Resource Group Member entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Group — entity reference](https://xmatix.com/docs/reference/entities/resource-group/): Field-by-field reference for the Resource Group entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Leave — entity reference](https://xmatix.com/docs/reference/entities/resource-leave/): Field-by-field reference for the Resource Leave entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Presence — entity reference](https://xmatix.com/docs/reference/entities/resource-presence/): Field-by-field reference for the Resource Presence entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Skill — entity reference](https://xmatix.com/docs/reference/entities/resource-skill/): Field-by-field reference for the Resource Skill entity in xMatix — every field's type, requiredness and role in the process.
- [Resource Work — entity reference](https://xmatix.com/docs/reference/entities/resource-work/): Field-by-field reference for the Resource Work entity in xMatix — every field's type, requiredness and role in the process.
- [Resource — entity reference](https://xmatix.com/docs/reference/entities/resource/): Field-by-field reference for the Resource entity in xMatix — every field's type, requiredness and role in the process.
- [Revenue Recognition Schedule Line — entity reference](https://xmatix.com/docs/reference/entities/revenue-recognition-schedule-line/): Field-by-field reference for the Revenue Recognition Schedule Line entity in xMatix — every field's type, requiredness and role in the process.
- [Revenue Recognition Schedule — entity reference](https://xmatix.com/docs/reference/entities/revenue-recognition-schedule/): Field-by-field reference for the Revenue Recognition Schedule entity in xMatix — every field's type, requiredness and role in the process.
- [Route Sequence Entry — entity reference](https://xmatix.com/docs/reference/entities/route-sequence-entry/): Field-by-field reference for the Route Sequence Entry entity in xMatix — every field's type, requiredness and role in the process.
- [Route Sequence — entity reference](https://xmatix.com/docs/reference/entities/route-sequence/): Field-by-field reference for the Route Sequence entity in xMatix — every field's type, requiredness and role in the process.
- [Salary Component — entity reference](https://xmatix.com/docs/reference/entities/salary-component/): Field-by-field reference for the Salary Component entity in xMatix — every field's type, requiredness and role in the process.
- [Salary Structure — entity reference](https://xmatix.com/docs/reference/entities/salary-structure/): Field-by-field reference for the Salary Structure entity in xMatix — every field's type, requiredness and role in the process.
- [Salary Tax Slab — entity reference](https://xmatix.com/docs/reference/entities/salary-tax-slab/): Field-by-field reference for the Salary Tax Slab entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Account Budget Utilisation — entity reference](https://xmatix.com/docs/reference/entities/scheme-account-budget-utilization/): Field-by-field reference for the Scheme Account Budget Utilisation entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Account Budget — entity reference](https://xmatix.com/docs/reference/entities/scheme-account-budget/): Field-by-field reference for the Scheme Account Budget entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Benefit — entity reference](https://xmatix.com/docs/reference/entities/scheme-benefit/): Field-by-field reference for the Scheme Benefit entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Condition — entity reference](https://xmatix.com/docs/reference/entities/scheme-condition/): Field-by-field reference for the Scheme Condition entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Consumption — entity reference](https://xmatix.com/docs/reference/entities/scheme-consumption/): Field-by-field reference for the Scheme Consumption entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Ledger — entity reference](https://xmatix.com/docs/reference/entities/scheme-ledger/): Field-by-field reference for the Scheme Ledger entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Slab — entity reference](https://xmatix.com/docs/reference/entities/scheme-line/): Field-by-field reference for the Scheme Slab entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme Period — entity reference](https://xmatix.com/docs/reference/entities/scheme-period/): Field-by-field reference for the Scheme Period entity in xMatix — every field's type, requiredness and role in the process.
- [Scheme — entity reference](https://xmatix.com/docs/reference/entities/scheme/): Field-by-field reference for the Scheme entity in xMatix — every field's type, requiredness and role in the process.
- [Service Bay — entity reference](https://xmatix.com/docs/reference/entities/service-bay/): Field-by-field reference for the Service Bay entity in xMatix — every field's type, requiredness and role in the process.
- [Service Campaign Item — entity reference](https://xmatix.com/docs/reference/entities/service-campaign-item/): Field-by-field reference for the Service Campaign Item entity in xMatix — every field's type, requiredness and role in the process.
- [Service Campaign Member — entity reference](https://xmatix.com/docs/reference/entities/service-campaign-member/): Field-by-field reference for the Service Campaign Member entity in xMatix — every field's type, requiredness and role in the process.
- [Service Campaign Rule — entity reference](https://xmatix.com/docs/reference/entities/service-campaign-rule/): Field-by-field reference for the Service Campaign Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Service Campaign — entity reference](https://xmatix.com/docs/reference/entities/service-campaign/): Field-by-field reference for the Service Campaign entity in xMatix — every field's type, requiredness and role in the process.
- [Service Order Line — entity reference](https://xmatix.com/docs/reference/entities/service-order-line/): Field-by-field reference for the Service Order Line entity in xMatix — every field's type, requiredness and role in the process.
- [Service Order Time Sheet Line — entity reference](https://xmatix.com/docs/reference/entities/service-order-time-sheet-line/): Field-by-field reference for the Service Order Time Sheet Line entity in xMatix — every field's type, requiredness and role in the process.
- [Service Order Time Sheet — entity reference](https://xmatix.com/docs/reference/entities/service-order-time-sheet/): Field-by-field reference for the Service Order Time Sheet entity in xMatix — every field's type, requiredness and role in the process.
- [Service Order — entity reference](https://xmatix.com/docs/reference/entities/service-order/): Field-by-field reference for the Service Order entity in xMatix — every field's type, requiredness and role in the process.
- [Service Recommendation Rule — entity reference](https://xmatix.com/docs/reference/entities/service-recommendation-rule/): Field-by-field reference for the Service Recommendation Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Service Recommendation — entity reference](https://xmatix.com/docs/reference/entities/service-recommendation/): Field-by-field reference for the Service Recommendation entity in xMatix — every field's type, requiredness and role in the process.
- [Service Type — entity reference](https://xmatix.com/docs/reference/entities/service-type/): Field-by-field reference for the Service Type entity in xMatix — every field's type, requiredness and role in the process.
- [Settlement Allocation — entity reference](https://xmatix.com/docs/reference/entities/settlement-allocation/): Field-by-field reference for the Settlement Allocation entity in xMatix — every field's type, requiredness and role in the process.
- [Shelf Audit Result — entity reference](https://xmatix.com/docs/reference/entities/shelf-audit-result/): Field-by-field reference for the Shelf Audit Result entity in xMatix — every field's type, requiredness and role in the process.
- [Shelf Product Cluster — entity reference](https://xmatix.com/docs/reference/entities/shelf-product-cluster/): Field-by-field reference for the Shelf Product Cluster entity in xMatix — every field's type, requiredness and role in the process.
- [Shelf Product — entity reference](https://xmatix.com/docs/reference/entities/shelf-product/): Field-by-field reference for the Shelf Product entity in xMatix — every field's type, requiredness and role in the process.
- [Shipment Asset Line — entity reference](https://xmatix.com/docs/reference/entities/shipment-asset-line/): Field-by-field reference for the Shipment Asset Line entity in xMatix — every field's type, requiredness and role in the process.
- [Shipment Line — entity reference](https://xmatix.com/docs/reference/entities/shipment-line/): Field-by-field reference for the Shipment Line entity in xMatix — every field's type, requiredness and role in the process.
- [Shipment — entity reference](https://xmatix.com/docs/reference/entities/shipment/): Field-by-field reference for the Shipment entity in xMatix — every field's type, requiredness and role in the process.
- [Side Conversation Message — entity reference](https://xmatix.com/docs/reference/entities/side-conversation-message/): Field-by-field reference for the Side Conversation Message entity in xMatix — every field's type, requiredness and role in the process.
- [Side Conversation — entity reference](https://xmatix.com/docs/reference/entities/side-conversation/): Field-by-field reference for the Side Conversation entity in xMatix — every field's type, requiredness and role in the process.
- [Skill — entity reference](https://xmatix.com/docs/reference/entities/skill/): Field-by-field reference for the Skill entity in xMatix — every field's type, requiredness and role in the process.
- [SKU — entity reference](https://xmatix.com/docs/reference/entities/sku/): Field-by-field reference for the SKU entity in xMatix — every field's type, requiredness and role in the process.
- [SLA — entity reference](https://xmatix.com/docs/reference/entities/sla/): Field-by-field reference for the SLA entity in xMatix — every field's type, requiredness and role in the process.
- [SLA Policy — entity reference](https://xmatix.com/docs/reference/entities/slapolicy/): Field-by-field reference for the SLA Policy entity in xMatix — every field's type, requiredness and role in the process.
- [Storage Location — entity reference](https://xmatix.com/docs/reference/entities/storage-location/): Field-by-field reference for the Storage Location entity in xMatix — every field's type, requiredness and role in the process.
- [Store Category Item — entity reference](https://xmatix.com/docs/reference/entities/store-category-item/): Field-by-field reference for the Store Category Item entity in xMatix — every field's type, requiredness and role in the process.
- [Store Category — entity reference](https://xmatix.com/docs/reference/entities/store-category/): Field-by-field reference for the Store Category entity in xMatix — every field's type, requiredness and role in the process.
- [Store Dealer — entity reference](https://xmatix.com/docs/reference/entities/store-dealer/): Field-by-field reference for the Store Dealer entity in xMatix — every field's type, requiredness and role in the process.
- [Store Item Image — entity reference](https://xmatix.com/docs/reference/entities/store-item-image/): Field-by-field reference for the Store Item Image entity in xMatix — every field's type, requiredness and role in the process.
- [Store — entity reference](https://xmatix.com/docs/reference/entities/store/): Field-by-field reference for the Store entity in xMatix — every field's type, requiredness and role in the process.
- [Subscription Setting — entity reference](https://xmatix.com/docs/reference/entities/subscription-settings/): Field-by-field reference for the Subscription Setting entity in xMatix — every field's type, requiredness and role in the process.
- [Subscription Usage Summary — entity reference](https://xmatix.com/docs/reference/entities/subscription-usage-summary/): Field-by-field reference for the Subscription Usage Summary entity in xMatix — every field's type, requiredness and role in the process.
- [Subscription Usage — entity reference](https://xmatix.com/docs/reference/entities/subscription-usage/): Field-by-field reference for the Subscription Usage entity in xMatix — every field's type, requiredness and role in the process.
- [Subscription — entity reference](https://xmatix.com/docs/reference/entities/subscription/): Field-by-field reference for the Subscription entity in xMatix — every field's type, requiredness and role in the process.
- [Task — entity reference](https://xmatix.com/docs/reference/entities/task/): Field-by-field reference for the Task entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Declaration Line — entity reference](https://xmatix.com/docs/reference/entities/tax-declaration-line/): Field-by-field reference for the Tax Declaration Line entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Declaration — entity reference](https://xmatix.com/docs/reference/entities/tax-declaration/): Field-by-field reference for the Tax Declaration entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Deduction Section — entity reference](https://xmatix.com/docs/reference/entities/tax-deduction-section/): Field-by-field reference for the Tax Deduction Section entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Group Rule — entity reference](https://xmatix.com/docs/reference/entities/tax-group-rule/): Field-by-field reference for the Tax Group Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Group — entity reference](https://xmatix.com/docs/reference/entities/tax-group/): Field-by-field reference for the Tax Group entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Regime Rule — entity reference](https://xmatix.com/docs/reference/entities/tax-regime-rule/): Field-by-field reference for the Tax Regime Rule entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Surcharge Slab — entity reference](https://xmatix.com/docs/reference/entities/tax-surcharge-slab/): Field-by-field reference for the Tax Surcharge Slab entity in xMatix — every field's type, requiredness and role in the process.
- [Tax Transaction — entity reference](https://xmatix.com/docs/reference/entities/tax-transaction/): Field-by-field reference for the Tax Transaction entity in xMatix — every field's type, requiredness and role in the process.
- [Tax — entity reference](https://xmatix.com/docs/reference/entities/tax/): Field-by-field reference for the Tax entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Certificate — entity reference](https://xmatix.com/docs/reference/entities/tds-certificate/): Field-by-field reference for the TDS Certificate entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Challan Allocation — entity reference](https://xmatix.com/docs/reference/entities/tds-challan-allocation/): Field-by-field reference for the TDS Challan Allocation entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Challan — entity reference](https://xmatix.com/docs/reference/entities/tds-challan/): Field-by-field reference for the TDS Challan entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Return Challan — entity reference](https://xmatix.com/docs/reference/entities/tds-return-challan/): Field-by-field reference for the TDS Return Challan entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Return Deductee Line — entity reference](https://xmatix.com/docs/reference/entities/tds-return-deductee-line/): Field-by-field reference for the TDS Return Deductee Line entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Return Salary Detail — entity reference](https://xmatix.com/docs/reference/entities/tds-return-salary-detail/): Field-by-field reference for the TDS Return Salary Detail entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Return — entity reference](https://xmatix.com/docs/reference/entities/tds-return/): Field-by-field reference for the TDS Return entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Section — entity reference](https://xmatix.com/docs/reference/entities/tds-section/): Field-by-field reference for the TDS Section entity in xMatix — every field's type, requiredness and role in the process.
- [TDS Transaction — entity reference](https://xmatix.com/docs/reference/entities/tds-transaction/): Field-by-field reference for the TDS Transaction entity in xMatix — every field's type, requiredness and role in the process.
- [Terms — entity reference](https://xmatix.com/docs/reference/entities/term/): Field-by-field reference for the Terms entity in xMatix — every field's type, requiredness and role in the process.
- [Transcript — entity reference](https://xmatix.com/docs/reference/entities/transcript/): Field-by-field reference for the Transcript entity in xMatix — every field's type, requiredness and role in the process.
- [Transfer Inward Line — entity reference](https://xmatix.com/docs/reference/entities/transfer-inward-line/): Field-by-field reference for the Transfer Inward Line entity in xMatix — every field's type, requiredness and role in the process.
- [Transfer Line — entity reference](https://xmatix.com/docs/reference/entities/transfer-line/): Field-by-field reference for the Transfer Line entity in xMatix — every field's type, requiredness and role in the process.
- [Transfer Outward Line — entity reference](https://xmatix.com/docs/reference/entities/transfer-outward-line/): Field-by-field reference for the Transfer Outward Line entity in xMatix — every field's type, requiredness and role in the process.
- [Transfer — entity reference](https://xmatix.com/docs/reference/entities/transfer/): Field-by-field reference for the Transfer entity in xMatix — every field's type, requiredness and role in the process.
- [User Account — entity reference](https://xmatix.com/docs/reference/entities/user-account/): Field-by-field reference for the User Account entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Plan — entity reference](https://xmatix.com/docs/reference/entities/visit-plan/): Field-by-field reference for the Visit Plan entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Route Group — entity reference](https://xmatix.com/docs/reference/entities/visit-route-group/): Field-by-field reference for the Visit Route Group entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Route Stop — entity reference](https://xmatix.com/docs/reference/entities/visit-route-stop/): Field-by-field reference for the Visit Route Stop entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Route — entity reference](https://xmatix.com/docs/reference/entities/visit-route/): Field-by-field reference for the Visit Route entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Task Activity — entity reference](https://xmatix.com/docs/reference/entities/visit-task-activity/): Field-by-field reference for the Visit Task Activity entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Task Template Activity — entity reference](https://xmatix.com/docs/reference/entities/visit-task-template-activity/): Field-by-field reference for the Visit Task Template Activity entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Task Template Entry — entity reference](https://xmatix.com/docs/reference/entities/visit-task-template-entry/): Field-by-field reference for the Visit Task Template Entry entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Task Template — entity reference](https://xmatix.com/docs/reference/entities/visit-task-template/): Field-by-field reference for the Visit Task Template entity in xMatix — every field's type, requiredness and role in the process.
- [Visit Task — entity reference](https://xmatix.com/docs/reference/entities/visit-task/): Field-by-field reference for the Visit Task entity in xMatix — every field's type, requiredness and role in the process.
- [Visit — entity reference](https://xmatix.com/docs/reference/entities/visit/): Field-by-field reference for the Visit entity in xMatix — every field's type, requiredness and role in the process.
- [Entity reference](https://xmatix.com/docs/reference/): Field-by-field reference for every xMatix business entity — types, requiredness, lookups, actions, validations and what each field does in the process.
- [Working with entity list, new and detail pages](https://xmatix.com/docs/reference/using-entity-screens/): A visual guide to the common entity screen pattern in xMatix, using Account to explain lists, every new-record tab, and every detail-page tab.
- [xMatix release notes](https://xmatix.com/docs/release-notes/): What the xMatix release notes section is and when it begins — monthly summaries start with the September 2026 issue; until then, Last reviewed dates show currency.
- [Compensation records, lines and slabs](https://xmatix.com/docs/rewards/compensation/): How xMatix compensation works — compensation records and lines that hold evaluated results, the engine run that fills them on save, and the slabs that define what each achievement band earns.
- [Rewards configuration reference](https://xmatix.com/docs/rewards/configuration/): Administrator reference for xMatix Rewards — plan validations and locked fields, period generation, seeded actions, and the target-to-KPI field mapping.
- [Incentive plans](https://xmatix.com/docs/rewards/incentive-plans/): How xMatix incentive plans work — header fields and locks, auto-generated periods, member quotas, incentive lines, the saved-plan tabs, and how the engine turns KPI performance into compensation.
- [xMatix Rewards](https://xmatix.com/docs/rewards/): What the xMatix Rewards module covers — incentive plans for people and partners, KPI configurations, compensation records — how the pieces connect, and a map of the Rewards documentation.
- [KPI configurations](https://xmatix.com/docs/rewards/kpi-configurations/): Reference for xMatix KPI configurations — the KPI definition record, its rules, how incentive plan targets reference it, and the Performance KPI rows the incentive engine actually scores.
- [Running an incentive cycle](https://xmatix.com/docs/rewards/running-incentives/): The xMatix incentive period cycle — set member targets, let performance accrue as KPI records, evaluate compensation lines, and review the results.
- [Tracking incentives](https://xmatix.com/docs/rewards/tracking/): Where incentive progress and earnings are visible in xMatix — the plan page grids, the Compensations tracker, the Incentives & Targets dashboard and the Rewards reports — and what refreshes them.
- [Troubleshooting rewards](https://xmatix.com/docs/rewards/troubleshooting/): The situations rewards users actually hit — a compensation line with no reward, an unexpected amount, wrong achieved figures — and what to check for each.
- [Role guide: developer](https://xmatix.com/docs/roles/developer/): A curated reading path for developers — expressions, business rules, automation scripts and workflows, plus the data API, MCP endpoint and the CLI.
- [Role guide: dispatch manager](https://xmatix.com/docs/roles/dispatch-manager/): A curated reading path for dispatch managers — the dispatch console, skills-based routing, assignment rules, resource availability and supervisor views.
- [Role guide: field sales representative](https://xmatix.com/docs/roles/field-sales-representative/): A curated reading path for field sales reps — mobile sign-in, attendance, visit plans and visits, in-outlet orders, van sales, and working offline.
- [Role guide: field service technician](https://xmatix.com/docs/roles/field-service-technician/): A curated reading path for field service technicians — your assigned work on mobile, service orders, checklists, time sheets, and working offline.
- [Role guide: finance user](https://xmatix.com/docs/roles/finance-user/): A curated reading path for finance users — journals, AR and AP subledgers, payments, banking and reconciliation, statements and period close in xMatix.
- [Role-based guides](https://xmatix.com/docs/roles/): Curated learning paths for every xMatix job role — each guide orients one role and links the canonical docs in reading order, from field sales rep to developer.
- [Role guide: procurement user](https://xmatix.com/docs/roles/procurement-user/): A curated reading path for procurement users — requisition to purchase order to goods receipt to bill, auto-order suggestions and the three-way match.
- [Role guide: sales manager](https://xmatix.com/docs/roles/sales-manager/): A curated reading path for sales managers — order oversight, approvals, trade schemes, credit limits, dashboards and incentive tracking in xMatix.
- [Role guide: support agent](https://xmatix.com/docs/roles/support-agent/): A curated reading path for support agents — the case lifecycle, queues and SLAs, macros, knowledge articles, collaboration and escalation in xMatix.
- [Role guide: tenant administrator](https://xmatix.com/docs/roles/tenant-administrator/): A curated reading path for tenant administrators — users and licensing, the security model, data import and export, monitoring, and when to customize.
- [Role guide: warehouse operator](https://xmatix.com/docs/roles/warehouse-operator/): A curated reading path for warehouse operators — receiving, picking, delivery orders and dispatch, cycle counting and branch transfers in xMatix.
- [Authoring a claim generation setup](https://xmatix.com/docs/sales/claims/generation-setups/): How to configure a new claim type — source and rules, grouping and aggregation, mappings, netting, the settlement setup, and proving it in simulate mode before activating.
- [Trade claims](https://xmatix.com/docs/sales/claims/): How trade claims work in xMatix — the Claims app, claim records and lines, approval, config-driven generation, settlement setups, batches and the legacy reconciliation action.
- [Credit limits](https://xmatix.com/docs/sales/credit-limits/): How customer credit limits work in xMatix Sales — what counts as exposure, how orders and invoices are gated, and what to do when a document is blocked.
- [xMatix Sales](https://xmatix.com/docs/sales/): What the xMatix Sales module covers — accounts, orders, stock allocation and picking, invoicing, payments, pricing, credit limits, trade schemes and trade claims.
- [Invoicing and payments](https://xmatix.com/docs/sales/invoicing-and-payments/): How invoices are released from sales orders in xMatix, how payments and advances settle them, and how e-invoices and e-way bills are generated in India.
- [Allocating stock to orders](https://xmatix.com/docs/sales/orders/allocation/): How stock allocation works in xMatix — automatic and selective allocation from the order or the fulfilment document, the lot and stock rules, the two failure behaviours, and releasing a reservation.
- [Bulk order processing](https://xmatix.com/docs/sales/orders/bulk-processing/): Using the Order Processing screen in xMatix Sales to invoice many orders at once — filters, order vs order-line scope, FIFO/LIFO stock draw, the Exclude Stock Out option and what the result tells you.
- [Creating a sales order](https://xmatix.com/docs/sales/orders/create-order/): How to create a sales order in xMatix — pick the account, add lines, let price lists and discount groups fill pricing, review trade schemes and save.
- [The sales order lifecycle](https://xmatix.com/docs/sales/orders/): The stages a sales order moves through in xMatix — capture, approval, fulfilment, allocation, picking, delivery, invoicing — the per-line pending counters behind every action, and what Status means.
- [Picking and fulfilment](https://xmatix.com/docs/sales/orders/picking-and-fulfilment/): The xMatix fulfilment document from release to delivery — releasing it from the order, allocating, performing and confirming picking, releasing the delivery order, and undoing in the right order.
- [Pricing, discounts and taxes](https://xmatix.com/docs/sales/pricing-and-discounts/): Reference for xMatix Sales pricing — how price list rules resolve a unit price, how discount groups fill contract discounts, tax groups, and the Reprice action.
- [Trade schemes](https://xmatix.com/docs/sales/trade-schemes/): How xMatix trade schemes work — slabs with conditions and benefits, auto-apply vs apply-on-selection, recommendations, budgets and the consumption ledger, resetting.
- [Troubleshooting sales](https://xmatix.com/docs/sales/troubleshooting/): Fixes for the situations xMatix sales users actually hit — orders that won't allocate, prices that look wrong, schemes that didn't apply, credit-limit blocks and quantity errors.
- [Create an AI agent in AI Studio](https://xmatix.com/docs/sense-ai/ai-studio/create-an-agent/): Create a Sense agent's base record, review every creation panel, then complete instructions, knowledge, capabilities and intent mappings on its saved detail page.
- [AI Studio: governing Sense in your organization](https://xmatix.com/docs/sense-ai/ai-studio/): What AI Studio governs — models, agents, knowledge, script tools, capabilities, MCP servers, nudge sources and AI credits — and how the pieces fit together.
- [Asking Sense about your data](https://xmatix.com/docs/sense-ai/chat/): Ask the Sense assistant about your data, understand which agent identity and tools a turn uses, and know when an approval can appear.
- [Extending Sense with your own capabilities](https://xmatix.com/docs/sense-ai/extending-sense/): Register tenant capabilities for Sense agents, understand which gates are advisory or enforced, and verify script, MCP and approval behavior before production use.
- [Using Sense from Claude, ChatGPT or Claude Code](https://xmatix.com/docs/sense-ai/external-assistants/): Connect Claude, ChatGPT or Claude Code to your xMatix organization, what the assistant can and cannot do as you, and the administrator controls that govern every connection.
- [xMatix Sense](https://xmatix.com/docs/sense-ai/): What xMatix Sense is — a permission-scoped assistant, deterministic nudges, shelf photo analysis and an admin studio — and where each piece is documented.
- [Enable and configure Sense nudges](https://xmatix.com/docs/sense-ai/nudges-administration/): Turn Sense nudges on, control who sees them, and tune each source's thresholds, cooldowns and caps from the nudge inventory in AI Studio.
- [The Sense nudge library](https://xmatix.com/docs/sense-ai/nudges/): Reference for the nine built-in Sense nudges — what each one computes, where it appears, how often it recalculates, and the thresholds you can tune.
- [Sense Home: your day at a glance](https://xmatix.com/docs/sense-ai/sense-home/): The Sense Home surface — a morning brief, KPI strip, attention queue and industry pulse — and how each block stays grounded in data you are allowed to see.
- [Setup Copilot: configuring xMatix by asking](https://xmatix.com/docs/sense-ai/setup-copilot/): The Setup Copilot inspects and configures xMatix from a conversation, pausing for defined high-risk operations and using question cards when it needs a decision.
- [Shelf Vision: from shelf photo to planogram compliance](https://xmatix.com/docs/sense-ai/shelf-vision/): How a shelf photo from a store visit becomes planogram compliance and share-of-shelf results, and how to switch Shelf Vision on and keep it accurate.
- [Asset service contracts](https://xmatix.com/docs/service/asset-service-contracts/): How asset service contracts work in xMatix — contract definitions on items, the per-asset entitlements created when a contract is sold, and how they gate, scope and route service work.
- [Running service campaigns](https://xmatix.com/docs/service/campaigns/): Setting up and processing service campaigns in xMatix — member rules, campaign items, building the member list, and generating leads, opportunities and maintenance work from it.
- [Checklists on service orders](https://xmatix.com/docs/service/checklists/): Populating and completing inspection checklists on xMatix service orders — templates and their line types, the populate action, recording answers, and RAG-driven follow-ups.
- [Service configuration reference](https://xmatix.com/docs/service/configuration/): Administrator reference for the xMatix Service module — the module switch, service bays and their use in appointment booking, and the masters that drive service behaviour.
- [Contract records in xMatix](https://xmatix.com/docs/service/contracts/): The xMatix Contracts app as a records module — contract, contract line, term, SLA and PM task records, what each holds, and what this module deliberately does not automate.
- [Creating and maintaining contract records](https://xmatix.com/docs/service/contracts/managing-contracts/): The working procedure for xMatix contract records — capturing the agreement, adding lines, attaching terms and SLAs, planning PM tasks, and keeping the status honest.
- [Invoice a service order](https://xmatix.com/docs/service/estimates-and-invoicing/): Invoice service-order work in full or selectively, with posting types routing pending line quantities to customer invoices or claims.
- [xMatix Service](https://xmatix.com/docs/service/): What the xMatix Service module covers — service orders, estimates and invoicing, labour time sheets, checklists, recommendations, campaigns, asset service contracts and contract records.
- [Service claims — warranty, free service and accident jobs](https://xmatix.com/docs/service/service-claims/): How covered service work becomes a claim on the payer — warranty and free-service entitlements, accident-job lines, populate and approve line by line, and reconcile into stock and invoices.
- [The service order lifecycle](https://xmatix.com/docs/service/service-orders/): The stages a service order moves through in xMatix — where orders come from, how lines populate, parts versus labour, status values and the Work Completed gate, invoicing preconditions, and delivery.
- [Service recommendations](https://xmatix.com/docs/service/service-recommendations/): How service recommendations work in xMatix — advisories raised against an asset from checklist findings and complaints, surfaced on service orders, accepted or rejected, and consumed by invoicing.
- [Recording labour with time sheets](https://xmatix.com/docs/service/timesheets/): How labour is recorded on xMatix service orders — creating a time sheet from the order's work-item lines, stamping work start, pause and end, and how progress rolls up.
- [Troubleshooting service operations](https://xmatix.com/docs/service/troubleshooting/): Fixes for the refusals xMatix service users actually hit — nothing pending to process, contract validation failures, blocked completion, locked campaign lines and fixed fields.
- [The case lifecycle](https://xmatix.com/docs/support/cases/): The case lifecycle in xMatix — what saving a new case does, the states and what each stamps or requires, the seeded transition rules, record owner versus working owner, and how history is recorded.
- [Collaborating on cases](https://xmatix.com/docs/support/collaboration/): Working a case together in xMatix — follower records, team members, stored side-conversation threads, merging duplicates, and how duplicate detection finds related cases.
- [Support configuration reference](https://xmatix.com/docs/support/configuration/): Administrator reference for the xMatix support desk — queues and resource groups, resource skills, SLA policies and milestones, business hours and holidays, and duplicate-detection rules.
- [Escalating a case](https://xmatix.com/docs/support/escalation/): Escalate a case in xMatix — what the Escalate action changes on the case, how the SLA clock reacts, and how SLA breaches mark cases escalated automatically.
- [xMatix Support](https://xmatix.com/docs/support/): What the xMatix support desk covers — cases, SLA policies, queues and omni-channel routing, knowledge, macros and collaboration — and where each page of this section fits.
- [Author and share knowledge articles](https://xmatix.com/docs/support/knowledge-base/): Write, classify and publish knowledge articles in xMatix, surface them on a case through the knowledge panel, and email an article to the case contact in one step.
- [Build and run macros](https://xmatix.com/docs/support/macros/): Build a macro in xMatix — ordered steps that update fields, add notes, send email or call a case action — and run it against a record in one click, with review or immediate save.
- [Queues and omni-channel routing](https://xmatix.com/docs/support/queues-and-routing/): Queues and omni-channel routing in xMatix — how the routing service picks an agent by presence, capacity and an optional skill, and what accept, decline, transfer and reassign do to Resource Work.
- [SLA policies and milestones](https://xmatix.com/docs/support/slas/): How xMatix SLA policies pick a case, the first-response and resolution milestones, business hours and holidays, pausing and resuming the clock, and how breaches surface.
- [Troubleshooting the support desk](https://xmatix.com/docs/support/troubleshooting/): What to check when a case will not route or an SLA clock surprises you — queue staffing, presence and capacity, business hours, pause statuses and policy rank.
- [Troubleshooting access and sign-in](https://xmatix.com/docs/troubleshooting/access-and-sign-in/): Consolidated triage for xMatix sign-in and access problems — invitations and codes, passwords, missing apps or records, licensing, profiles and session refresh.
- [Troubleshooting background work](https://xmatix.com/docs/troubleshooting/background-work/): Where xMatix background work is visible — import and export history, sync runs, dataset refreshes, subscriptions and the message log — and how to read a failure.
- [Troubleshooting data and sync](https://xmatix.com/docs/troubleshooting/data-and-sync/): Triage for wrong or missing data in xMatix — view filters and access on the web, sync status on mobile, the recycle bin, import history and the inventory ledger.
- [Troubleshooting xMatix](https://xmatix.com/docs/troubleshooting/): Where to start when something in xMatix misbehaves — the universal first checks, and the route to every module's own troubleshooting page.
- [Branch transfers: the warehouse view](https://xmatix.com/docs/warehouse/branch-transfers/): What a branch transfer means at the bins: stock leaves the source location at outward release, travels in transit outside any bin, and lands in the destination bin at receive.
- [Warehouse configuration reference](https://xmatix.com/docs/warehouse/configuration/): Administrator reference for xMatix warehouse configuration — storage locations and lot types, document numbering, delivery checklist templates, and the van capacity check.
- [Cycle counting](https://xmatix.com/docs/warehouse/cycle-counting/): Run a cycle count in xMatix: scope the count with filters, start counting with an optional inventory lock, record quantities, finish, and release the variance as an adjustment.
- [Delivery orders and dispatch](https://xmatix.com/docs/warehouse/delivery-orders/): Dispatch with xMatix delivery orders: populate the delivery checklist, record transport details, release the shipment for the receiving party, and create the invoice.
- [Fulfilment picking](https://xmatix.com/docs/warehouse/fulfilment-picking/): Work an xMatix fulfilment document in the warehouse: allocate stock, create picking lines, confirm the physical pick, then release the delivery order from picked lines.
- [xMatix Warehouse](https://xmatix.com/docs/warehouse/): What the xMatix Warehouse module covers — receiving via procurement, fulfilment picking, delivery orders and dispatch, cycle counting, and storage locations.
- [Receiving into the warehouse](https://xmatix.com/docs/warehouse/receiving/): How goods enter an xMatix warehouse: procurement goods receipts put stock straight into the storage location on each line, with inspection holds where items require it.
- [Storage locations and vans](https://xmatix.com/docs/warehouse/storage-locations/): Reference for xMatix storage locations — the location record, branch and hierarchy fields, location types, the Inventory and Mobile flags, and the van capacity fields.
- [Troubleshooting warehouse operations](https://xmatix.com/docs/warehouse/troubleshooting/): What to check when xMatix warehouse actions refuse to run — the fulfilment ordering rules, delivery and shipment errors, cycle count locks, and stock that looks wrong.
## Platform
- [Low-Code Business Application Platform](https://xmatix.com/platform/): The low-code execution foundation: model entities, design screens, automate policies, integrate systems, and promote change safely.
- [No-Code App Builder for Web & Mobile](https://xmatix.com/platform/app-builder/): Model it once — every screen follows: instant APIs, web and mobile designers, and whole apps composed without code.
- [Business Rules, Workflow & Approval Automation](https://xmatix.com/platform/automation/): Business rules the whole system obeys, multi-step approvals, scheduled jobs, and workflows that survive the week.
- [No-Code Integration Platform & Connectors](https://xmatix.com/platform/integrations/): No-code integration apps over a growing connector library — connections, bindings, transforms, run history and replay.
- [Enterprise Security, RBAC & Audit](https://xmatix.com/platform/security/): Enterprise RBAC with field-level permissions, record access policies, full audit trail, and access diagnostics.
- [Sandboxes & Release Management for Business Apps](https://xmatix.com/platform/lifecycle/): One-click sandboxes, reviewed change sets, and promotion to production with drift detection and a real undo.
- [APIs, Scripting & Extensibility for Developers](https://xmatix.com/platform/extensibility/): REST and OData from birth, tenant C# scripts and custom React components deployed at save, and an open MCP server.
- [Trust Center](https://xmatix.com/platform/trust-center/): How xMatix is run: tenant isolation, two-layer access control, full audit, change control with undo, and governed AI.

## Sense AI
- [Sense AI](https://xmatix.com/ai/): The Sense family: an assistant that runs as you, a copilot for the people who run the system, and vision that measures the shelf.
- [Sense Assist](https://xmatix.com/ai/assistant/): Ask in plain language, act with approval — grounded answers, proactive nudges, and a daily brief, on web and mobile.
- [Sense Control](https://xmatix.com/ai/control/): Describe the change; watch it get built. The admin copilot works preview-first, approval-gated, within your own permissions.
- [Sense Vision](https://xmatix.com/ai/vision/): Shelf photos become measured share-of-shelf and planogram compliance — offline capture, auditable results, new SKUs from photos.
- [AI Studio](https://xmatix.com/ai/studio/): Build your own agents, bring your own models, ground them in your knowledge — from the tenant admin screens, no vendor ticket.
- [AI Trust, Security & Governance](https://xmatix.com/ai/trust/): Runs as you, writes only with approval, budgets enforced before the model call, and every action audited.

## Products
- [Business Software Products on One Platform](https://xmatix.com/products/): Nineteen products on one platform and one data model — from field sales and CRM to warehouse, payroll, commerce and portals.
- [Sales Order Management & Order-to-Cash Software](https://xmatix.com/products/sales/): Order to cash without the gaps: staged fulfilment, credit control, compliant invoicing, and collections that know every open invoice.
- [Field Sales Management & SFA Software for FMCG](https://xmatix.com/products/field-sales/): Plan routes, dispatch visits, capture orders offline, run van sales, and reward performance — the full route to market, executed.
- [Enterprise CRM for Distribution & Field Sales](https://xmatix.com/products/crm/): Leads routed by territory, a pipeline you can see, quotes with real governance, and accounts that stay clean.
- [Sales Incentive & Trade Scheme Management Software](https://xmatix.com/products/rewards/): Sales incentives with real targets, trade schemes the server recomputes, and discount groups that price by relationship.
- [Claims Management Software](https://xmatix.com/products/claims/): A configurable claim engine that generates trade, scheme and warranty claims from the transactions that earned them, decides them line by line, and settles approved amounts as credit notes or replacement stock.
- [Inventory Management Software with Batch & Serial Tracking](https://xmatix.com/products/inventory/): An append-only inventory ledger, five valuation methods across three books, and batch, serial and expiry traceability.
- [Procurement & Purchase Order Software](https://xmatix.com/products/procurement/): Requisition to bill with a referee: approvals, quality-gated receipts, three-way match, and three replenishment engines.
- [Warehouse Management System (WMS) Software](https://xmatix.com/products/warehouse/): Allocate, pick, deliver, ship — partially if needed — with real in-transit stock and cycle counts that don't close the shop.
- [Technician Tracking App India](https://xmatix.com/products/field-service/): Real route optimization, a three-view dispatch console, a governed catalog of field work, and GPS-backed proof.
- [AMC Management Software](https://xmatix.com/products/service/): From health check to settled claim on one job card: inspections, estimates, workshop execution, warranty claims and reconciliation.
- [Helpdesk Software India](https://xmatix.com/products/support/): SLA-driven cases with business-hours milestones, omni-channel routing, macros and knowledge — the breach is visible before it happens.
- [Business Telephony, CTI & Messaging Software](https://xmatix.com/products/engagement/): An embedded softphone workspace with AI call insights, plus governed messaging channels — calls and conversations in customer context.
- [Financial Accounting Software with Tax Compliance](https://xmatix.com/products/finance/): Multi-entity, multi-dimensional books with statutory tax compliance built in — from journals to statements to filings.
- [Payroll Software India](https://xmatix.com/products/payroll/): India-grade pay runs posted to the real ledger, with a salary tax engine that computes both regimes on every run.
- [Expense Management Software with Tax & Policy Control](https://xmatix.com/products/expenses/): Approve once — the books post themselves. Tax captured on every line, a policy engine with teeth, and balances that tie to the ledger.
- [Commerce Software](https://xmatix.com/products/commerce/): One catalogue, one pricing engine and one order pipeline across four selling models — dealer ordering, consumer storefronts, going direct, and partner-fulfilled hyperlocal commerce.
- [B2B Dealer Ordering Portal, Customer & Employee Portals](https://xmatix.com/products/portals/): Customer, commerce and employee portals on your own domain — published in minutes, governed by the platform's security engine.
- [Business Analytics & Reporting Software](https://xmatix.com/products/analytics/): Dashboards, pixel-perfect reports, and governed datasets — coverage, productivity, and spend at a glance.
- [xMatix Data Studio](https://xmatix.com/products/data-studio/): Star-schema datasets with row-level security, a managed cloud data warehouse, rule-based archival, and governed embedded BI.
- [Offline-First Mobile App for Field Teams](https://xmatix.com/products/mobile/): An offline-first field app with durable local writes: delta sync, a durable outbox, and native rendering of studio-designed screens.

## Solutions
- [Industry Solutions](https://xmatix.com/solutions/): Solutions by industry — FMCG, manufacturing dealer networks, automotive, pharma, durables, agri-inputs, building materials, service networks, warehousing — and by compliance obligation.
- [FMCG SFA & Distribution Management Software](https://xmatix.com/solutions/fmcg-distribution/): Route-to-market execution: beats, van sales, schemes, and collections — designed for distribution.
- [Automotive Dealership Management Software](https://xmatix.com/solutions/automotive/): From test drive to service bay to warranty claim — dealer operations on one execution platform.
- [Pharma Distribution & SFA Software](https://xmatix.com/solutions/pharma-distribution/): For pharma and healthcare distribution: chemist and stockist beats, offline order capture, batch and expiry traceability, recall-ready records, and secondary sales at source.
- [Consumer Durables After-Sales & Dealer Software](https://xmatix.com/solutions/consumer-durables/): For appliance and durables brands: serialised stock through the dealer channel, verified installations, warranty and AMC lifecycles, and service-partner claims that settle.
- [Agri-Input Sales & Dealer Management Software](https://xmatix.com/solutions/agri-inputs/): For seeds, crop protection and fertiliser companies: village beats that work offline, seasonal schemes and advance bookings, season credit control, and liquidation tracked by batch.
- [Building Materials Dealer & Influencer Management Software](https://xmatix.com/solutions/building-materials/): For cement, paint, pipes and ceramics brands: dealer beats, project-site tracking, contractor and influencer loyalty in the books, schemes, credit and collections on one platform.
- [Warehouse & 3PL Operations Software](https://xmatix.com/solutions/warehousing-3pl/): For warehouses and 3PLs: directed picking, partial fulfilment with real in-transit stock, cycle counts that never close the shop, and client portals that end the monthly dispute.
- [Financial Accounting Solution for Indian Businesses](https://xmatix.com/solutions/financial-accounting/): Books that post themselves from operations: multi-entity ledgers, Schedule III statements, GST and TDS built in, Form 26AS reconciliation, and a close that ends in days.
- [Manufacturing After-Sales & Dealer Network Software](https://xmatix.com/solutions/manufacturing/): For manufacturers that sell and service through dealer networks: metered service contracts, dealer-executed jobs, spare parts, and warranty claims that reconcile line by line.
- [Paint Distribution & Dealer Management Software](https://xmatix.com/solutions/paints-coatings/): Distribution software for paint and coatings brands: depot-to-dealer beats, seasonal slab schemes priced by rule, credit that gates the next order, painter loyalty in the books, and claims that settle from evidence.
- [Tyre Dealer Management Software](https://xmatix.com/solutions/tyres/): Dealer management for tyre brands and distributors: serialised stock from plant to fitment counter, pro-rata warranty claims settled from inspection evidence, schemes by pattern and size, and credit that gates at order time.
- [Car Service Management Software](https://xmatix.com/solutions/car-service/): Service management for independent and multi-brand car workshops: job cards that carry parts and labour, bays and technicians planned as capacity, AMCs that generate their own jobs, and GST billing from the job itself.
- [Genset & Engine Service Management Software](https://xmatix.com/solutions/equipment-service/): Service management for gensets, engines and industrial equipment — in production use today: overhaul job cards with parts, labour and sublet, contracts metered on running hours, offline field execution, and spares across the network.
- [Electronics Service Centre Software](https://xmatix.com/solutions/electronics-service/): Software for electronics service centres: walk-in and on-site jobs on one queue, in-warranty and paid work separated at intake, serialised units tracked through repair, and brand claims submitted with the evidence attached.
- [Service Network Management](https://xmatix.com/solutions/service-networks/): For HVAC, elevator, solar, appliance, medical-equipment and facility-service organizations: contract-driven jobs, a real dispatch console, offline technicians, and claims that settle.
- [GST Compliance Software](https://xmatix.com/solutions/india-compliance/): GST returns, e-invoicing, e-way bills, TDS/TCS and statutory statements — compliance built into daily operations.

## Solution deep dives
Focused pages on individual compliance obligations and route-to-market capabilities.
- [xMatix in Claude & ChatGPT — Connect Your AI Assistant to Your Business](https://xmatix.com/ai/connect/): Connect the AI assistant you already use to your xMatix organisation over the open Model Context Protocol. It asks your records, runs your reports and acts only as you — with every call permission-checked, off by default, and audited.
- [Agentic AI Use Cases — Claims, Service, Sales, Inventory, Finance & CRM](https://xmatix.com/ai/use-cases/): Twelve agentic AI use cases xMatix runs today — claim validation, service opportunity discovery, the engineer’s assistant, parts reordering, collections, the contact centre and more — each as a person, their problems, the agentic flow and the impact.
- [B2B Commerce Software — Dealer & Distributor Ordering](https://xmatix.com/products/commerce/b2b/): Cart-style ordering for dealers and distributors, with per-account price lists, trade schemes evaluated in the cart, credit control at order save, and ordering that works offline in the field.
- [B2C Commerce Software — Storefront, Cart & Checkout](https://xmatix.com/products/commerce/b2c/): A published catalogue that anonymous traffic cannot slow, guest carts that survive sign-in, checkout that freezes the deal before the money moves, and coupons that behave under load.
- [D2C Commerce Software — Direct-to-Consumer for Brands](https://xmatix.com/products/commerce/d2c/): Launch a direct channel on the catalogue, stock and pricing you already run — and route the orders your distributors should fulfil to them, so going direct does not mean going to war with your channel.
- [B2B2C Commerce Software — Partner Storefronts & Settlement](https://xmatix.com/products/commerce/b2b2c/): Give every dealer a hyperlocal storefront on your catalogue, route each consumer order to whoever actually serves that pincode, and settle commission at the rate in force when the sale happened.
- [e-Invoice Software India — IRN, QR Code & GST e-Invoicing](https://xmatix.com/solutions/e-invoicing/): What e-invoicing under GST requires — IRN, signed QR code, thresholds and timelines — and how xMatix registers e-invoices from daily operations, including van sales in the field.
- [e-Way Bill Software — Generation, Validity & GST Compliance](https://xmatix.com/solutions/e-way-bill/): When an e-way bill is required, how validity and Part A/Part B work — and how xMatix raises e-way bills from dispatches, deliveries and van loads instead of a portal fire drill.
- [MCA Compliance — Schedule III Statements & Audit Trail](https://xmatix.com/solutions/mca-compliance/): Companies Act 2013 compliance from the ledger itself: Schedule III statements, the MCA audit-trail (edit log) rule, and ROC-filing readiness — produced by the books, not assembled at year-end.
- [Income Tax Compliance — TDS, TCS & Form 26AS Reconciliation](https://xmatix.com/solutions/income-tax-compliance/): TDS and TCS applied at the transaction, return-ready summaries, and Form 26AS reconciliation that matches the department’s view of your credits against your own books.
- [Beat Planning & Route Execution Software for FMCG](https://xmatix.com/solutions/fmcg-distribution/beat-planning/): Beats designed on a map, sequenced by a real optimizer, executed with geo-verified visits — and compared against the plan outlet by outlet, day by day.
- [Offline Field Order Capture App for FMCG Sales Teams](https://xmatix.com/solutions/fmcg-distribution/offline-order-capture/): An offline-first order pad: the catalogue, pricing, schemes and credit position on the device, orders written to a durable local queue, and synced without losing an entry.
- [Trade Scheme & Promotion Management Software for FMCG](https://xmatix.com/solutions/fmcg-distribution/schemes-promotions/): Trade schemes defined once and applied identically in every order — slabs, free goods, discounts — with scheme spend accrued automatically into claimable, auditable settlements.
- [Trade Claim Management Software for FMCG & Distribution](https://xmatix.com/solutions/fmcg-distribution/trade-claims/): Trade claims generated from the scheme accruals that earned them — swept on schedule, netted against returns, decided line by line and settled as credit notes into the same ledger the distributor’s invoices live in.
- [Collections & Outstanding Management for Distribution](https://xmatix.com/solutions/fmcg-distribution/collections-outstanding/): Invoice-level outstanding on the salesperson’s device, collections captured against specific invoices, credit limits that gate new orders, and an ageing view that ties to the ledger.
- [Van Sales Software with Load-Out & Reconciliation](https://xmatix.com/solutions/fmcg-distribution/van-sales/): Load-out against a plan, sell and invoice at the doorstep — GST- and VAT-compliant, offline — collect on the spot, and reconcile stock and cash to the last unit when the van returns.
- [Distributor Network Management Software for Brands](https://xmatix.com/solutions/fmcg-distribution/distributor-network/): Distributor network management for brands: secondary sales captured at source, coverage you can verify across teams you do not employ, schemes that mean the same thing in every territory, and claims that settle without a monthly argument.
- [Secondary Sales Tracking Software for FMCG](https://xmatix.com/solutions/fmcg-distribution/secondary-sales/): Secondary sales tracking software for FMCG: sell-through captured at source — distributor portals, field orders, van invoices — so the brand sees stock cover and scheme spend per distributor, not a month-old guess.
- [Merchandising & Share of Shelf Measurement Software](https://xmatix.com/solutions/fmcg-distribution/merchandising-share-of-shelf/): Merchandising tasks executed on every visit, shelf photos that become measured share-of-shelf and planogram compliance — captured offline, scored consistently, auditable afterwards.
- [Planogram Compliance Software — AI Image Recognition](https://xmatix.com/solutions/fmcg-distribution/planogram-compliance-software/): AI planogram compliance software: reps photograph the shelf, image recognition scores compliance and share of shelf against the plan, and corrective tasks follow — captured offline, auditable to the source image.
- [Route-to-Market Analytics & AI Assistance for FMCG](https://xmatix.com/solutions/fmcg-distribution/route-to-market-analytics/): Coverage, productivity, drop size and scheme spend on governed dashboards — and Sense, the AI assistant that answers route-to-market questions from your own data, under your permissions.
- [Bottling & Beverage Distribution Software — SFA + DMS](https://xmatix.com/solutions/fmcg-distribution/bottling/): SFA and DMS for the bottling industry: daily beats and van sales with offline GST invoicing, returnable bottles and crates on a real stock ledger, schemes, collections and cooler care.
- [Auto DMS Software — Dealer Management System](https://xmatix.com/solutions/automotive/auto-dms/): What an auto DMS is and everything one should run — dealer CRM, VIN inventory, workshop, warranty claims and dealership accounting — on one platform where the sale, the service and the books share one record.
- [Automotive Dealer CRM — Lead Management, Scoring & Dedup](https://xmatix.com/solutions/automotive/dealer-crm/): Leads from social campaigns, walk-ins, portals and the call center in one pipeline — nurtured, scored and deduplicated, then carried through test drive, finance and quote to the booking.
- [Test Drive Management Software for Dealerships](https://xmatix.com/solutions/automotive/test-drives/): Slot-booked test drives on a planned demo fleet: KYC before the keys, odometer out and in, the result recorded on the opportunity — and demo-vehicle capacity planned like the asset it is.
- [Vehicle Finance & EMI Quoting in the Opportunity](https://xmatix.com/solutions/automotive/vehicle-finance/): A finance case inside the opportunity: EMI options quoted alongside the vehicle, financier follow-through tracked, and the customized quote that closes — one record from enquiry to order.
- [Vehicle CPQ Software — Configurator, Warranty & Accessories](https://xmatix.com/solutions/automotive/vehicle-cpq/): Vehicles as configurable products: mandatory and optional components — extended warranty, accessories, service packs — selected on a product configurator, priced by rule, quoted with approvals.
- [VIN Inventory Management Software — GRN, PDI & Transfers](https://xmatix.com/solutions/automotive/vin-inventory/): Vehicle purchase planning, GRN with post-receipt inspection checklists, scanner-based inward, PDI, VIN-wise stock and branch-to-branch transfers — serialised inventory that always adds up.
- [Vehicle Invoicing, RTO Documents & Delivery Scheduling](https://xmatix.com/solutions/automotive/delivery-rto/): VIN allocated to the order, GST and e-invoice-ready billing — corporate buyers included — RTO-specific outputs, a delivery checklist, and delivery appointments scheduled like the promise they are.
- [Auto Service Contracts & Automatic Service Lead Generation](https://xmatix.com/solutions/automotive/service-contracts/): Warranty, free-service and extended-warranty contracts created at vehicle invoicing, maintenance schedules that fire on time — and service leads generated automatically, booked into appointments.
- [Workshop Management Software for Car Dealers — Bays & Job Cards](https://xmatix.com/solutions/automotive/workshop/): Estimates approved by the customer, job cards with parts and timesheets, technicians auto-allocated by skill and availability, bay planning, and workshop monitoring that shows WIP honestly.
- [Warranty Claim Management Software India — Auto Dealerships](https://xmatix.com/solutions/automotive/warranty-claims/): Service lines auto-classified by payer — warranty, free service, accident and insurance repair, customer-pay — with claims generated automatically for covered lines and reconciled line by line.
- [Dealership Accounting, Schemes & Incentive Automation](https://xmatix.com/solutions/automotive/dealer-finance-incentives/): Sales and service post to finance automatically; a full schemes and incentives engine turns salesman and technician performance into computed incentives that flow to payroll.
- [AI Agents for Automotive Dealerships](https://xmatix.com/solutions/automotive/ai-agents/): Deterministic engines and governed AI agents across the dealership: service leads generated overnight, follow-ups drafted, claims assembled from evidence, nudges on idle stock and silent customers — with human approval where it matters.
- [AI Dealer Management System — Sense Agents in the Auto DMS](https://xmatix.com/solutions/automotive/ai-dms/): What an AI dealer management system should actually mean: service leads and claims generated by deterministic engines overnight, Sense agents that answer and draft under the user's own permissions, and approval before anything moves.
- [OEM Service Contract Management Across Dealer Networks](https://xmatix.com/solutions/manufacturing/service-contracts/): AMCs and extended warranties metered by time, hours or usage with grace bands; entitlements that burn down; preventive schedules that generate the dealer’s job; campaigns that sweep the installed base in waves.
- [Warranty Claim Management for Manufacturers](https://xmatix.com/solutions/manufacturing/warranty-claims/): Claims assembled from dealer job cards — parts, labour, meter readings, photos — batched, multi-payer split by rule, and reconciled line by line: approved, rejected, reclaim.
- [Dealer Management for OEMs — Credit, Schemes & Portals](https://xmatix.com/solutions/manufacturing/dealer-management/): Dealer onboarding, credit limits with teeth, schemes priced identically everywhere, self-service portals for orders and claim status, and secondary visibility captured at source.
- [Spare Parts Management Software for OEM Service Networks](https://xmatix.com/solutions/manufacturing/spare-parts/): Network-wide parts visibility, replenishment engines that project from consumption, VOR urgency raised straight from the job card, and van and boot stock as real inventory locations.
- [Dealer Claim Management Software for OEMs](https://xmatix.com/solutions/manufacturing/dealer-claims/): Scheme, rebate, damage, freight and return claims generated from the transactions that earned them, submitted with evidence attached, decided line by line, and settled into the same ledger the dealer account lives on.
- [AI Agents for Manufacturing After-Sales](https://xmatix.com/solutions/manufacturing/ai-agents/): Preventive jobs generated before failures, claim evidence checked before submission, contract renewals and lapses surfaced as nudges, dealer performance interrogated in plain language — governed, audited, approval-gated.
- [Installation, Warranty & AMC Management for Durables](https://xmatix.com/solutions/consumer-durables/installation-warranty-amc/): Installation jobs generated from the retail sale, checklists with photos and signature, warranty registered from the verified event — and AMC offers timed to the expiring warranty, priced on the unit’s own history.
- [Service Franchisee & Claim Management for Durables Brands](https://xmatix.com/solutions/consumer-durables/service-partner-claims/): Jobs routed to franchisees by pin code and skill, executed on the offline app with evidence, in-warranty claims drafted from the job card, and settlements reconciled line by line.
- [Serialised Channel Sales for Consumer Durables](https://xmatix.com/solutions/consumer-durables/serialized-channel/): Serial numbers tracked from despatch to dealer stock to the retail sale that binds serial, customer and warranty — with dealer beats, schemes and collections worked on the same records.
- [Consumer Durables Call Center & Service Dispatch](https://xmatix.com/solutions/consumer-durables/support-engagement/): Omni-channel service requests — calls, chat, portal — landing on the serial number’s full history, warranty checked at intake, SLA clocks running, and appointments dispatched to the right partner.
- [AI Agents for Consumer Durables After-Sales](https://xmatix.com/solutions/consumer-durables/ai-agents/): AMC offers queued as warranties expire, repeat-call patterns surfaced with the failure code, claim evidence checked before submission, and a daily brief for the service head — governed and approval-gated.
- [AMC Management Software India — Metering, Renewals & Auto Jobs](https://xmatix.com/solutions/service-networks/amc-contracts/): Contracts metered by time and usage with grace bands, entitlements burning down visibly, preventive schedules generating jobs before the breakdown, and renewals surfaced while there is time to win them.
- [Field Service Dispatch Software — Scheduling & Capacity](https://xmatix.com/solutions/service-networks/dispatch-capacity/): Field service dispatch software: appointment slots backed by real capacity, technicians matched by skill and availability, a three-view dispatch console with an Optimize day action, and the day re-balanced when reality edits it.
- [Field Service Execution — Offline App & Proof of Work](https://xmatix.com/solutions/service-networks/field-execution/): Geofenced arrival, guided checklists, parts onto the job card, photos and signatures — captured offline in the plant room and reconciled through a durable outbox, with the travelled path replayable.
- [Service Billing, Estimates & Warranty Claims](https://xmatix.com/solutions/service-networks/billing-claims/): Estimates the customer approves before work starts, GST-compliant bill-on-site from the technician’s device, covered lines routed to warranty claims automatically — and all of it posting to the books.
- [AI Agents for Service Operations](https://xmatix.com/solutions/service-networks/ai-agents/): Preventive jobs generated on schedule, breach patterns surfaced before the SLA breaks, renewals and quiet contracts nudged, and a dispatcher who can ask the day questions in plain language — governed end to end.
- [Pharma Field Sales — Chemist & Stockist Beat Software](https://xmatix.com/solutions/pharma-distribution/chemist-beats/): Planned chemist and stockist beats with geo-verified calls, offline order capture with bonus schemes priced by rule, collections against invoices, and coverage measured against the promise.
- [Batch Expiry Management Software for Pharma — Recall-Ready](https://xmatix.com/solutions/pharma-distribution/batch-expiry-recall/): Batch and expiry on every despatch, order and return through an append-only inventory ledger — FEFO picking, near-expiry alerts before they become claims, and recalls answered as a query with documents.
- [Expiry & Breakage Claim Management Software for Pharma](https://xmatix.com/solutions/pharma-distribution/expiry-claims/): Expiry, breakage and shortage claims built from the return and receipt documents that prove them — batch identity attached, decided line by line, and settled as a credit note or replacement stock.
- [Stockist Management & Secondary Sales for Pharma](https://xmatix.com/solutions/pharma-distribution/stockist-secondary/): Stockists running a real operation — stock with batch and expiry, portal ordering at negotiated terms, claims settling from evidence — so the brand’s secondary visibility is a by-product, not a chore.
- [Pharma Schemes, Bonus Units & Collections](https://xmatix.com/solutions/pharma-distribution/schemes-collections/): Bonus and quantity schemes defined once and applied identically in every order, expiry claims settled from batch evidence, credit limits enforced at order time, and ageing that ties to the ledger.
- [AI Agents for Pharma Distribution](https://xmatix.com/solutions/pharma-distribution/ai-agents/): Expiry exposure flagged with a transfer plan drafted, quiet chemists surfaced on the right beat, suggested orders from real offtake, and recall questions answered in plain language — governed and audited.
- [Agri-Input Field Team Software — Village Beats & Demos](https://xmatix.com/solutions/agri-inputs/village-beats/): Village-cluster beats that work fully offline: dealer and retailer visits with stock checks and orders, farmer demos logged as geo-verified activities, and the whole day syncing from the highway.
- [Seasonal Schemes & Advance Booking for Agri-Inputs](https://xmatix.com/solutions/agri-inputs/season-schemes/): Early-bird slabs and advance-booking schemes defined once and priced identically in every region, advances collected and adjusted on despatch, and booking pace visible against the sowing window.
- [Season Credit, Collections & Liquidation Tracking](https://xmatix.com/solutions/agri-inputs/credit-liquidation/): Season credit with limits and overdue gates enforced at order time, collections allocated to invoices on the beat, and liquidation tracked by batch so returns and expiry never surprise the books.
- [Agri Dealer Portal — Ordering, Credit & Claims](https://xmatix.com/solutions/agri-inputs/dealer-self-service/): Dealers booking and topping up on a portal at their negotiated terms, watching their own credit position and dues, and settling scheme claims from line-level evidence instead of a post-season fight.
- [AI Agents for Agri-Input Distribution](https://xmatix.com/solutions/agri-inputs/ai-agents/): Territories pacing behind the sowing window flagged in week three, win-back beats drafted for quiet dealers, liquidation risk surfaced by batch, and season questions answered in plain language — governed throughout.
- [Building Materials Dealer Beats & Slab Schemes](https://xmatix.com/solutions/building-materials/dealer-beats-schemes/): Dealer beats with geo-verified visits, offline orders priced with quantity slabs and monthly tiers by rule, and scheme settlements that reconcile from order lines instead of quarterly memory.
- [Contractor & Influencer Loyalty Program Software](https://xmatix.com/solutions/building-materials/influencer-loyalty/): Contractors, painters and plumbers enrolled in the field with KYC, points accruing by governed rule against real purchases, liability sitting auditable in the ledger, and TDS-aware redemptions on approval.
- [Project Site Tracking for Building Materials Brands](https://xmatix.com/solutions/building-materials/project-sites/): Construction sites discovered on the beat, staged and tracked as a pipeline — brands in use, next requirement, linked contractors — with follow-up visits landing on the plan at the right stage.
- [Dealer Credit & Collections for Building Materials](https://xmatix.com/solutions/building-materials/credit-collections/): Credit limits and terms enforced when the order is placed, collections captured on the beat and allocated to invoices, and an ageing view that is the same truth for the rep and the CFO.
- [AI Agents for Building Materials Sales](https://xmatix.com/solutions/building-materials/ai-agents/): Quiet contractors surfaced before the competitor scheme wins them, site follow-ups timed to construction stages, overdue dealers nudged with the invoice attached, and territory questions answered in plain language.
- [AI Agents for FMCG Route to Market](https://xmatix.com/solutions/fmcg-distribution/ai-agents/): Visit plans generated from route schedules, suggested orders from real offtake, nudges on dormant outlets and scheme gaps published overnight, shelf photos scored by vision — with human approval where money moves.
- [Paint Dealer Management Software — Credit, Schemes & Claims](https://xmatix.com/solutions/paints-coatings/dealer-management/): Dealer management for paint brands: one dealer master with credit limits enforced at order entry, slab schemes that recompute as volumes move, a self-service portal for orders and claims, and a depot view that adds up.
- [SFA Software for the Paint Industry — Dealer Beats & Painter Meets](https://xmatix.com/solutions/paints-coatings/dealer-beats/): Sales force automation for paint brands: beats that cover dealers and painters, offline order capture that works in a basement showroom, painter meets as scheduled work, and site-stage follow-ups that land on time.
- [DMS for Tyre Dealers — Distributor Management System](https://xmatix.com/solutions/tyres/dealer-management/): A distributor management system for tyre dealers: stock by pattern, size and serial, credit and collections at the counter, warranty claims dealers raise themselves, and a network view the brand can actually use.
- [Garage Management Software India — Job Cards, Parts & GST](https://xmatix.com/solutions/car-service/garage-management/): Garage management for India: job cards with parts and labour, GST split correctly across both, stock that reconciles, collections in cash and UPI against real invoices, and books that post themselves.
- [Vehicle Service Reminder Software — Due Dates & Auto Leads](https://xmatix.com/solutions/car-service/service-reminders/): Service reminders generated from each vehicle's own history and schedule — due dates that become leads, leads that become booked appointments, and a workshop calendar that fills from the vehicles already in the books.
- [GST Billing Software for Service Centers — Labour & Parts](https://xmatix.com/solutions/car-service/gst-billing/): GST billing for service centres that gets the hard part right: labour and parts taxed correctly on one job card, e-invoicing where turnover requires it, and an invoice that ties to the ledger without a second entry.
- [Diesel Generator Service Software — AMC, Metering & Parts](https://xmatix.com/solutions/equipment-service/diesel-generator/): Diesel generator service on real records: every DG set an asset with running-hours history, AMCs that meter and raise their own preventive jobs, engineers working offline at site, and parts consumption reconciled per job.
- [Warranty & AMC Management Software India — Equipment](https://xmatix.com/solutions/equipment-service/amc-contracts/): The equipment industry's contract shapes, run as records: running-hours and calendar metering with grace bands, site-based and multi-asset AMCs, warranty that hands over to AMC, and renewals raised while they are winnable.
- [Appliance Service Management Software — Jobs & Warranty](https://xmatix.com/solutions/electronics-service/appliance-service/): Appliance service management end to end: the request lands on the unit's own history, warranty checked at intake, technicians dispatched by skill and pin code, parts on the job card, and the invoice or claim falling out of the work.
- [Authorized Service Center Software — Brand Claims & SLAs](https://xmatix.com/solutions/electronics-service/authorized-service-center/): For authorised service centres: the brand's SLA clocks running from intake, in-warranty jobs executed with evidence, claims submitted and reconciled line by line, and settlements that tie to your own books.
- [UAE VAT, e-Invoicing & Corporate Tax Software](https://xmatix.com/solutions/uae-compliance/): VAT at 5%, the e-invoicing mandate arriving from 2026, and 9% corporate tax — handled as properties of daily operations on one ledger, not as three separate month-end projects.
- [UAE VAT Software — 5% VAT, Returns & Input Recovery](https://xmatix.com/solutions/uae-vat/): Registration thresholds, line-level VAT treatment, reverse charge on imports and compliant tax invoices — with the VAT return prepared live from the same ledger the transactions posted to.
- [UAE e-Invoicing Software — Peppol PINT AE & FTA Reporting](https://xmatix.com/solutions/uae-e-invoicing/): What the UAE e-invoicing mandate requires — the Peppol five-corner model, accredited service providers, the phased 2026 rollout — and how xMatix issues exchange-ready structured invoices from daily operations, including offline field sales.
- [UAE Corporate Tax — 9% Readiness & Compliant Books](https://xmatix.com/solutions/uae-corporate-tax/): Registration, the AED 375,000 threshold, free-zone conditions and seven-year records — and how multi-entity ledgers posted in real time from operations give the return a foundation it can defend.
- [Saudi Arabia ZATCA e-Invoicing & VAT Compliance Software](https://xmatix.com/solutions/ksa-compliance/): 15% VAT, Fatoora clearance and integration waves that keep widening — handled as properties of daily operations on one ledger, so what clears is what posts is what files.
- [ZATCA e-Invoicing Software — Fatoora Phase 2 Integration](https://xmatix.com/solutions/zatca-e-invoicing/): What Phases 1 and 2 require — XML invoices, real-time clearance, cryptographic stamps, QR codes, the tamper-evident chain — and how xMatix clears, stamps and reports invoices from daily operations, including offline van sales.
- [KSA VAT Software — 15% VAT Returns & Compliance](https://xmatix.com/solutions/ksa-vat/): Registration thresholds, bilingual tax invoices, monthly and quarterly returns and reverse charge — with the return prepared live from the same ledger that issued and cleared the invoices.
- [ERP Software — Cloud ERP on One Execution Platform](https://xmatix.com/solutions/erp/): Finance and multi-entity books, inventory, procurement, order-to-cash and warehouse — the jobs ERP software is bought for, on one cloud platform built to execute, with India GST, UAE VAT and Saudi ZATCA e-invoicing decided where the transaction happens.

## Company
- [About Us](https://xmatix.com/company/about/): xMatix Private Limited — the company behind the business execution platform. Mission, beliefs, and where to find us.
- [Careers](https://xmatix.com/company/careers/): Build the business execution platform — open roles at xMatix Private Limited, Pune.
- [Partners](https://xmatix.com/company/partners/): Implementation, ISV, and referral partnerships on the xMatix platform.
- [Contact Us](https://xmatix.com/company/contact/): Talk to sales or support, or send us a message — xMatix Private Limited, Pune.

## Events
- [Events](https://xmatix.com/company/events/): industry forums and expos the xMatix team attends — upcoming dates and recaps.
- [ETAuto Retail Forum 2026](https://xmatix.com/company/events/etauto-retail-forum-2026/) — Hyatt Regency, New Delhi, 25 August 2026. One day with OEM sales leaders, dealer principals, financiers and technology providers on experience-led retail, AI-native customer engagement and EV monetisation — and what each of them asks of the systems a dealership runs on.
## Country editions
The same homepage, with the compliance regime of one market. Each names the obligations that
apply there and links to the hub that covers them; the global edition lists all three.
- [xMatix in India](https://xmatix.com/in/): Field sales, van sales, inventory, service and finance on one platform — with GST, e-invoicing and e-way bills handled as properties of daily operations.
- [xMatix in the UAE](https://xmatix.com/ae/): Field sales, van sales, inventory, service and finance on one platform — with UAE VAT, the 2026 e-invoicing mandate and corporate tax handled as properties of daily operations.
- [xMatix in Saudi Arabia](https://xmatix.com/sa/): Field sales, van sales, inventory, service and finance on one platform — with 15% VAT and ZATCA Fatoora clearance handled as properties of daily operations, offline included.

## Authors
Articles on this site are written by named xMatix staff; each has a profile page.
- [Virendra Tagral](https://xmatix.com/company/authors/virendra-tagral/): Business & Functional Consulting — writes on Functional, Business.
- [Hetal Shroff](https://xmatix.com/company/authors/hetal-shroff/): Sales & Marketing — writes on Sales, Marketing, Business, Management.
- [Vinay Junghare](https://xmatix.com/company/authors/vinay-junghare/): AI & Analytics — writes on AI, Analytics.
- [Anshuman Sharma](https://xmatix.com/company/authors/anshuman-sharma/): Platform & Domain Architecture — writes on Domain, Technical, Platform.
- [Manjusha Singh](https://xmatix.com/company/authors/manjusha-singh/): Mobility & Design — writes on Mobility, Design, UI, UX.
- [Narendra Sharma](https://xmatix.com/company/authors/narendra-sharma/): Delivery, Infrastructure & Security — writes on Delivery, Infrastructure, Security, Cloud, Management.
- [Pratik Jaisinghani](https://xmatix.com/company/authors/pratik-jaisinghani/): Platform Engineering — writes on Platform, Technical.
- [Ankush Pathak](https://xmatix.com/company/authors/ankush-pathak/): Customer Support — writes on Support.
- [Saurav Suman](https://xmatix.com/company/authors/saurav-suman/): Sales — writes on Sales, Business.

## Engineering & product writing
- [Build vs. buy your DMS: the question that actually matters](https://xmatix.com/blog/build-vs-buy-your-dms/) — Saurav Suman, 6 September 2026
- [Your business, inside the assistant you already use](https://xmatix.com/blog/sense-inside-the-assistant-you-already-use/) — Vinay Junghare, 6 September 2026
- [One sign-in for every assistant](https://xmatix.com/blog/one-sign-in-for-every-assistant/) — Narendra Sharma, 6 September 2026
- [The chart is the answer](https://xmatix.com/blog/the-chart-is-the-answer/) — Vinay Junghare, 6 September 2026
- [An agent that can use the screen](https://xmatix.com/blog/an-agent-that-can-use-the-screen/) — Manjusha Singh, 6 September 2026
- [The agentic use case is a job description](https://xmatix.com/blog/the-agentic-use-case-is-a-job-description/) — Virendra Tagral, 6 September 2026
- [Bring your own payment gateway](https://xmatix.com/blog/bring-your-own-payment-gateway/) — Anshuman Sharma, 25 August 2026
- [A storefront for every distributor](https://xmatix.com/blog/a-storefront-for-every-distributor/) — Virendra Tagral, 25 August 2026
- [The signup that becomes a customer](https://xmatix.com/blog/the-signup-that-becomes-a-customer/) — Hetal Shroff, 25 August 2026
- [Simulate first: how a new claim type goes live](https://xmatix.com/blog/simulate-first-how-a-claim-type-goes-live/) — Virendra Tagral, 25 August 2026
- [One engine for every claim your channel is owed](https://xmatix.com/blog/one-engine-for-every-claim/) — Virendra Tagral, 25 August 2026
- [The checkout that freezes the deal before the money moves](https://xmatix.com/blog/the-checkout-that-freezes-the-deal/) — Anshuman Sharma, 20 August 2026
- [The distributor is not your competitor](https://xmatix.com/blog/the-distributor-is-not-your-competitor/) — Virendra Tagral, 20 August 2026
- [A coupon budget that does not reject the customer](https://xmatix.com/blog/a-coupon-budget-that-does-not-reject-the-customer/) — Hetal Shroff, 20 August 2026
- [The service lead that writes itself](https://xmatix.com/blog/the-service-lead-that-writes-itself/) — Virendra Tagral, 17 August 2026
- [Anatomy of a self-settling claim](https://xmatix.com/blog/anatomy-of-a-self-settling-claim/) — Anshuman Sharma, 17 August 2026
- [What we let agents do alone](https://xmatix.com/blog/what-we-let-agents-do-alone/) — Vinay Junghare, 17 August 2026
- [Bay planning is capacity planning](https://xmatix.com/blog/bay-planning-is-capacity-planning/) — Narendra Sharma, 17 August 2026
- [The dealership’s month posts itself](https://xmatix.com/blog/the-dealerships-month-posts-itself/) — Virendra Tagral, 17 August 2026
- [CPQ for machines: mandatory, optional, and the configurator](https://xmatix.com/blog/cpq-for-machines-mandatory-optional/) — Anshuman Sharma, 16 August 2026
- [A VIN is a biography](https://xmatix.com/blog/a-vin-is-a-biography/) — Virendra Tagral, 16 August 2026
- [Incentives that tie to the ledger — and the payroll](https://xmatix.com/blog/incentives-that-tie-to-payroll/) — Hetal Shroff, 16 August 2026
- [The demo fleet is a bookable resource](https://xmatix.com/blog/demo-fleet-as-bookable-resource/) — Hetal Shroff, 16 August 2026
- [From RTO paperwork to the delivery appointment](https://xmatix.com/blog/rto-paperwork-to-delivery-appointment/) — Manjusha Singh, 16 August 2026
- [Deterministic signals, AI delivery](https://xmatix.com/blog/deterministic-signals-ai-delivery/) — Vinay Junghare, 15 August 2026
- [Speak the order, don’t tap it](https://xmatix.com/blog/speak-the-order-not-tap-it/) — Manjusha Singh, 14 August 2026
- [The AI home page is a layout, not a page](https://xmatix.com/blog/an-ai-home-page-that-is-a-layout/) — Vinay Junghare, 13 August 2026
- [Ordering in the chat window](https://xmatix.com/blog/ordering-in-the-chat-window/) — Hetal Shroff, 10 August 2026
- [Diagnostics in the technician’s hand](https://xmatix.com/blog/diagnostics-in-the-technicians-hand/) — Manjusha Singh, 11 August 2026
- [Designing for the five-hundredth line](https://xmatix.com/blog/designing-for-high-frequency-entry/) — Manjusha Singh, 7 August 2026
- [The nudge that says don’t buy](https://xmatix.com/blog/nudge-that-says-dont-buy/) — Vinay Junghare, 12 August 2026
- [Three replenishment engines, one explainable line](https://xmatix.com/blog/three-engines-one-explainable-line/) — Virendra Tagral, 8 August 2026
- [Planned, optimized, actually followed](https://xmatix.com/blog/planned-optimized-actually-followed/) — Anshuman Sharma, 5 August 2026
- [Grounding an agent in your own model](https://xmatix.com/blog/grounding-an-agent-in-your-model/) — Anshuman Sharma, 1 August 2026
- [Splitting a territory with a solver](https://xmatix.com/blog/splitting-a-territory-with-a-solver/) — Anshuman Sharma, 22 July 2026
- [Reads everything, writes almost nothing](https://xmatix.com/blog/reads-everything-writes-almost-nothing/) — Vinay Junghare, 15 July 2026
- [Filling a dispatcher’s Gantt](https://xmatix.com/blog/optimize-day-dispatcher-gantt/) — Narendra Sharma, 4 July 2026
- [The day the plan makes itself](https://xmatix.com/blog/the-day-the-plan-makes-itself/) — Virendra Tagral, 20 June 2026
- [Routing work like a switchboard](https://xmatix.com/blog/routing-work-like-a-switchboard/) — Ankush Pathak, 13 June 2026
- [What a voice agent needs before it says hello](https://xmatix.com/blog/what-a-voice-agent-needs/) — Pratik Jaisinghani, 6 June 2026
- [Why our AI runs as you](https://xmatix.com/blog/why-our-ai-runs-as-you/) — Vinay Junghare, 8 July 2026
- [Designing a durable outbox for the last mile](https://xmatix.com/blog/durable-outbox-last-mile/) — Pratik Jaisinghani, 1 July 2026
- [Beat planning is a map problem](https://xmatix.com/blog/beat-planning-is-a-map-problem/) — Virendra Tagral, 24 June 2026
- [e-Invoice from a moving van](https://xmatix.com/blog/e-invoice-from-a-moving-van/) — Virendra Tagral, 17 June 2026
- [The dispatcher’s day, replanned](https://xmatix.com/blog/dispatchers-day-replanned/) — Anshuman Sharma, 10 June 2026
- [Budgets that stop AI overruns before the spend](https://xmatix.com/blog/ai-budgets-before-the-spend/) — Vinay Junghare, 3 June 2026
- [Design once, render native](https://xmatix.com/blog/design-once-render-native/) — Manjusha Singh, 27 May 2026
- [Why a platform, not just apps](https://xmatix.com/blog/why-a-platform-not-just-apps/) — Anshuman Sharma, 20 May 2026

## Guides
- [Connecting Claude or ChatGPT to xMatix](https://xmatix.com/guides/connecting-claude-or-chatgpt-to-xmatix/) — Pratik Jaisinghani, 6 September 2026
- [Choosing your first agentic AI use case](https://xmatix.com/guides/choosing-your-first-agentic-ai-use-case/) — Hetal Shroff, 6 September 2026
- [Running many portals on one tenant](https://xmatix.com/guides/running-many-portals-on-one-tenant/) — Pratik Jaisinghani, 25 August 2026
- [How trade schemes work in FMCG](https://xmatix.com/guides/how-trade-schemes-work-in-fmcg/) — Hetal Shroff, 24 August 2026
- [What is headless commerce?](https://xmatix.com/guides/what-is-headless-commerce/) — Virendra Tagral, 20 August 2026
- [What is an Auto DMS?](https://xmatix.com/guides/what-is-an-auto-dms/) — Virendra Tagral, 18 August 2026
- [What is SFA software?](https://xmatix.com/guides/what-is-sfa-software/) — Hetal Shroff, 18 August 2026
- [DMS software for retail and consumer goods](https://xmatix.com/guides/dms-software-for-retail-and-consumer-goods/) — Virendra Tagral, 18 August 2026
- [SFA and DMS for the bottling industry](https://xmatix.com/guides/sfa-and-dms-for-the-bottling-industry/) — Hetal Shroff, 18 August 2026
- [Evaluating a dealer management system](https://xmatix.com/guides/evaluating-a-dealer-management-system/) — Hetal Shroff, 17 August 2026
- [Rolling out auto-generated service leads](https://xmatix.com/guides/rolling-out-auto-service-leads/) — Virendra Tagral, 16 August 2026
- [How suggested order quantity works](https://xmatix.com/guides/how-suggested-order-quantity-works/) — Virendra Tagral, 29 July 2026
- [How beat planning works](https://xmatix.com/guides/how-beat-planning-works/) — Hetal Shroff, 27 June 2026
- [How service dispatch works](https://xmatix.com/guides/how-service-dispatch-works/) — Narendra Sharma, 30 May 2026
- [Rolling out AI nudges your team will trust](https://xmatix.com/guides/rolling-out-ai-nudges/) — Hetal Shroff, 23 May 2026
- [Evaluating a field sales platform](https://xmatix.com/guides/evaluating-a-field-sales-platform/) — Hetal Shroff, 13 May 2026
- [From paper beats to live dispatch in 90 days](https://xmatix.com/guides/paper-beats-to-live-dispatch-90-days/) — Narendra Sharma, 6 May 2026
- [The platform security review checklist](https://xmatix.com/guides/platform-security-review-checklist/) — Narendra Sharma, 29 April 2026
- [GST compliance without the filing-week fire drill](https://xmatix.com/guides/gst-without-filing-week-fire-drill/) — Virendra Tagral, 22 April 2026
- [Rolling out an AI assistant your CISO will sign off](https://xmatix.com/guides/ai-assistant-ciso-sign-off/) — Vinay Junghare, 15 April 2026

## Architecture
Deep technical explanations of how these systems work, concept first and implementation second.
- [How an offline sync engine works](https://xmatix.com/platform/offline-sync/): The architecture of offline-first field applications: local database, durable outbox, delta synchronisation, dependency ordering, conflict handling and recovery.
- [How route and territory optimization works](https://xmatix.com/platform/route-optimization/): The architecture behind field routing: the two distinct problems, distance models, the versioned three-sequence model, and capacitated territory splitting.
- [How governed enterprise AI agents work](https://xmatix.com/platform/agentic-ai/): The architecture of an enterprise AI assistant that runs under each user’s permissions: grounding, a closed tool registry, approval-gated writes, budgets and audit.

## Glossary
Definitions of the working vocabulary of distribution, field sales, inventory and field service.
Each page defines the term, explains how it is calculated or applied, and states how xMatix implements it.
- [ABC and FSN Analysis](https://xmatix.com/glossary/abc-fsn-analysis/): ABC and FSN analysis are two inventory classifications: ABC ranks items by value contribution, FSN by movement speed (fast, slow, non-moving) — together they decide where stocking effort and working capital should go.
- [Beat Planning](https://xmatix.com/glossary/beat-planning/): Beat planning is the practice of grouping retail outlets into named routes ("beats") and assigning each a repeating visit rhythm, so every outlet is called on at a predictable frequency by an accountable salesperson.
- [Dealer Management System (Auto DMS)](https://xmatix.com/glossary/dealer-management-system/): A dealer management system — an auto DMS — is software that runs a vehicle dealership end to end: showroom sales, vehicle inventory, workshop service, parts, warranty claims and the dealership’s accounting, as one system of record.
- [Distributor Management System (DMS)](https://xmatix.com/glossary/distributor-management-system/): A distributor management system is software that runs a distributor’s operations — stock, orders, invoicing, claims and collections — and gives the brand visibility of secondary sales it does not otherwise see.
- [Field Service Dispatch](https://xmatix.com/glossary/field-service-dispatch/): Field service dispatch is the assignment of service jobs to technicians and time slots, balancing skills, capacity, location and service commitments — and re-balancing as the day changes.
- [Offline Sync Engine](https://xmatix.com/glossary/offline-sync-engine/): An offline sync engine is the part of a mobile application that lets work continue with no connectivity — writing to a local database, queuing changes durably, and reconciling them with the server when the network returns.
- [Order to Cash](https://xmatix.com/glossary/order-to-cash/): Order to cash is the end-to-end process from capturing a customer order through fulfilment, invoicing and collection, to the cash landing in the ledger against that invoice.
- [Permanent Journey Plan (PJP)](https://xmatix.com/glossary/permanent-journey-plan/): A permanent journey plan is a fixed, repeating schedule that states which outlets a salesperson visits on which day of a weekly or monthly cycle, so coverage is planned rather than improvised.
- [Planogram Compliance](https://xmatix.com/glossary/planogram-compliance/): Planogram compliance is the degree to which an outlet’s actual shelf matches the agreed planogram — the intended arrangement of products by position, facings and sequence.
- [Reorder Point](https://xmatix.com/glossary/reorder-point/): A reorder point is the stock level at which a replenishment order should be raised — classically lead-time demand plus a safety buffer — so stock arrives before the shelf runs empty.
- [Retail Execution](https://xmatix.com/glossary/retail-execution/): Retail execution is the discipline of making sure agreed in-store conditions — availability, placement, pricing, promotion and display — are actually true in each outlet, and measuring them on every visit.
- [Route Optimization](https://xmatix.com/glossary/route-optimization/): Route optimization is the computation of the order in which stops should be visited — and by whom — to minimise travel distance or time while respecting working hours, service durations and capacity limits.
- [Route to Market](https://xmatix.com/glossary/route-to-market/): Route to market is the chosen path a product takes from manufacturer to shopper — the mix of distributors, wholesalers, direct coverage and channels — and the economics and coverage rules that govern it.
- [Sales Force Automation (SFA)](https://xmatix.com/glossary/sales-force-automation/): Sales force automation is software that plans, executes and measures the work of a field sales team — routes and visit plans, in-outlet execution, order capture, and the reporting that shows what actually happened.
- [Secondary Sales](https://xmatix.com/glossary/secondary-sales/): Secondary sales are sales from a distributor to its retailers — the second leg of the distribution chain, after the primary sale from the manufacturer to the distributor.
- [Share of Shelf](https://xmatix.com/glossary/share-of-shelf/): Share of shelf is the proportion of visible shelf space in a category occupied by a given brand or SKU, usually expressed as a percentage of facings or linear space.
- [Suggested Order Quantity (SOQ)](https://xmatix.com/glossary/suggested-order-quantity/): Suggested order quantity is the system-recommended quantity of a product to order, derived from current stock, sales velocity, target cover, lead time and replenishment rules, so the order is proposed rather than guessed.
- [Territory Planning](https://xmatix.com/glossary/territory-planning/): Territory planning is the allocation of accounts or geography across salespeople so that each has a workable, balanced and coverable patch — traded off against travel, capacity and service commitments.
- [Three-Way Match](https://xmatix.com/glossary/three-way-match/): A three-way match is the control that compares a purchase order, the goods actually received and the supplier’s invoice before payment is approved, so a business pays only for what it ordered and received.
- [Trade Scheme Management](https://xmatix.com/glossary/trade-scheme-management/): Trade scheme management is the definition, execution and settlement of the discounts, free goods and incentives a brand offers its channel — calculated consistently at the point of sale and reconciled to a claim.
- [Van Sales](https://xmatix.com/glossary/van-sales/): Van sales (also "load and sell") is a field-selling model where a salesperson carries sellable stock on a vehicle, sells and delivers it at the outlet in one visit, and reconciles the remaining load on return.

## Comparisons
- [xMatix vs Salesforce for Field Sales](https://xmatix.com/compare/salesforce-field-sales/)
- [xMatix vs Zoho CRM for Distribution](https://xmatix.com/compare/zoho-crm-distribution/)
- [Distributor Management System (DMS) vs SFA vs CRM](https://xmatix.com/compare/dms-vs-sfa-vs-crm/)
- [Order Management vs ERP](https://xmatix.com/compare/order-management-vs-erp/)
- [Field Sales Software vs CRM](https://xmatix.com/compare/field-sales-vs-crm/)
- [WMS vs Inventory Management](https://xmatix.com/compare/wms-vs-inventory-management/)
- [Distributor Management System (DMS) vs ERP](https://xmatix.com/compare/dms-vs-erp/)
- [SFA vs ERP](https://xmatix.com/compare/sfa-vs-erp/)
- [Dealer Portal vs Dealer Management System](https://xmatix.com/compare/dealer-portal-vs-dms/)
- [xMatix as a FieldAssist Alternative](https://xmatix.com/compare/fieldassist-alternative/)
- [xMatix as a Tekion Alternative](https://xmatix.com/compare/tekion-alternative/)
- [Procurement Software vs ERP](https://xmatix.com/compare/procurement-vs-erp/)

## Legal
- [Privacy Policy](https://xmatix.com/legal/privacy/)
- [Terms of Service](https://xmatix.com/legal/terms/)
- [Data Processing Addendum](https://xmatix.com/legal/data-processing/)
- [Responsible AI](https://xmatix.com/legal/responsible-ai/)
- [Subprocessors](https://xmatix.com/legal/subprocessors/)

## Notes
- Canonical brand spelling is "xMatix" — lowercase x, capital M.
- Product screens shown on the site use illustrative data.
- Pricing is not published; xMatix is sold through a demo and scoping conversation.