Documentation

Vortex360 Docs

Everything you need to set up, configure, and master Vortex360.

Popular topics

Getting Started

Set up your Vortex360 account, configure your first company, and invite your team.

  • Quick-start guide
  • System requirements
  • First company setup
  • Invite your team
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Multi-Company & Branches

Manage multiple legal entities, shared catalogs, intercompany transactions, and branch hierarchies.

  • Company hierarchy
  • Shared vs. isolated data
  • Intercompany transfers
  • Branch setup
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Launch Tracker

Track pharmaceutical product launches, milestone gates, risk scoring, and KPI dashboards.

  • Creating a launch
  • Milestone management
  • Risk & readiness scores
  • Executive dashboard
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Inventory & Warehouse

Multi-warehouse stock, batch tracking, automated reorders, and real-time stock valuations.

  • Warehouses & locations
  • Batch / serial numbers
  • Reorder automation
  • Stock valuation methods
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Point of Sale

Configure POS terminals, manage sessions, process returns, and sync in real time.

  • POS setup
  • Opening & closing
  • Returns & refunds
  • Offline mode
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HR & Payroll

Employee records, attendance, leave, and automated payroll processing.

  • Employee onboarding
  • Attendance tracking
  • Leave management
  • Running payroll
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Security & Permissions

Role-based access control, JWT authentication, audit trails, and tenant isolation.

  • Roles & permissions
  • API authentication
  • Audit trail
  • IP allowlisting
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API Reference

Full REST API documentation with request/response examples for every endpoint.

  • Authentication
  • Endpoints overview
  • Webhooks
  • Rate limits & errors
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Finance & Accounting

Chart of accounts, journal entries, financial reports, and bank reconciliation.

  • Chart of accounts
  • Journal entries
  • P&L, Balance Sheet
  • Bank reconciliation
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