Documentation

Vortex 360 Docs

Everything you need to set up, configure, and master Vortex 360.

Popular topics

Getting Started

Set up your Vortex 360 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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Documentation | Vortex 360