The View Portal Docs

ERP knowledge base

Readable, structured documentation for The View Portal

This site is the reader-friendly layer on top of the Markdown documentation stored in the repository. It is designed for fast navigation by people and predictable traversal by LLMs.

Open documentation Navigation guide

What this documentation covers

Roles

Operational responsibilities, ownership areas, and the role view of the ERP.

Interfaces

Portal surfaces, their purpose, and the entities they depend on.

Entities

Core Airtable-backed objects such as Orders, Projects, Products, Stages, Tasks, and Invoices.

Reference

Status catalogs, relationship maps, and cross-cutting model documentation.

Core operating chain

Company → Order → Project → Product → Stage → Task
                     ↘ Invoices
                     ↘ Commissions

This chain is the backbone of the current ERP model. Most operational, delivery, and financial views in the portal are built around it.

Recommended entry paths

For delivery and production operations

Start here:

• Project Coordinator
• Project Management Portal
• Projects
• Products
• Stages
• Tasks

For sales and commercial operations

Start here:

• Sales Manager
• Account Manager
• Sales & Order Management
• Orders
• Projects

For finance and payout operations

Start here:

• Billing Manager
• Billing & Finance Operations
• Invoices
• Commissions

For model understanding and onboarding

Start here:

• Documentation overview
• Navigation guide
• Relationship model
• Status catalog
• Role–interface matrix

Documentation principles

• Small pages with clear scope
• Explicit headings over long prose
• Operational summaries near the top
• Linked pages instead of duplicated text
• Markdown-first source of truth for long-term maintainability