PashxD Launches Eight Integrated Modules — ERP, CRM, and Marketing — for Industrial and Construction Operations
PashxD's June 2026 release introduces eight fully integrated modules — covering the complete transaction lifecycle, customer relationship management, and marketing — in a single, unified platform.
PashxD is pleased to announce the general availability of eight new platform modules as part of its June 2026 release. These modules collectively form a complete, end-to-end system spanning enterprise resource planning, customer relationship management, and marketing — designed specifically for construction contractors, industrial suppliers, and trading businesses operating in Saudi Arabia, the UAE, India, and broader regional markets.
The new capabilities eliminate the need for disconnected point solutions across procurement, sales, logistics, financial reporting, and customer engagement. Every module is fully integrated within the PashxD platform, with document references, customer records, item data, and VAT calculations flowing automatically through the entire transaction and relationship chain.
"From the moment a customer is first contacted to the moment the business closes its books at the end of the day, every step now lives in one system. That is what PashxD's June 2026 release delivers."
Background and Motivation
Construction and industrial businesses operate under significant documentation and compliance pressure. In Saudi Arabia, for example, ZATCA's e-invoicing mandate requires that sales invoices be generated, approved, and reported in real time. At the same time, internal operations demand tight coordination between purchasing teams, warehouse staff, and finance departments.
Most small and mid-sized construction firms have historically managed these requirements through a combination of standalone accounting tools, manual delivery paperwork, and spreadsheet-based day-end reconciliation. PashxD's June 2026 release addresses each of these pain points with purpose-built modules that communicate with one another and maintain a single source of truth across the business.
The Eight New Modules
Create and manage delivery notes linked to customer orders, PO references, and invoices. Supports VAT capture at 15%, item-level quantity and rate entry, discount and inclusive rate fields, and PDF export with or without company letterhead. Delivery note numbers are auto-incremented and fully searchable.
Logistics & FulfilmentRecord supplier purchase invoices against Accounts Payable (account 15400), with SAR currency support, credit and cash bill types, goods receipt number linkage, and a full cost breakdown including freight, unloading, expenses, and commission. Gross Amount, VAT Amount, and Net Amount are computed automatically. Supports both local and import purchase types.
Procurement & APFull sales invoicing with Cash and Credit bill types, E-Invoice Approval workflow for ZATCA compliance, and dual PDF export formats (A3 and standard). Supports delivery note linkage, salesman attribution, automatic VAT calculation, line-level discount handling, and bank or cheque/card payment capture. Invoice numbers are assigned via auto-sequence.
Sales & E-InvoiceIssue formal pre-invoices to customers prior to goods dispatch. Includes Hijri calendar date display, credit term configuration, account receivable linkage (account 12400), delivery date, quotation number reference, and a Load function to import line items from existing records. Available as Save & Print in a single action.
Pre-BillingA bilingual (Arabic and English) end-of-day financial summary covering Cash, Credit, and Cheque/Card transactions. Displays sales totals, return totals, and net balances by payment channel, alongside opening cash position, closing cash in hand, and profit figures by category. Generated via SAP Crystal Reports for high-fidelity print output.
Daily ReportingThe entry point of the transaction chain. Create customer quotations with item-level pricing, VAT, and discount information, then convert them directly into a Proforma Invoice, Delivery Note, or Sales Invoice without re-entering any data. Customer details, items, rates, and references carry forward automatically at each conversion step.
Sales PipelineCentralise all customer interactions, contact records, and sales pipeline activity within PashxD. Track leads from first enquiry through qualification, quotation, and conversion. Log calls, meetings, and follow-up tasks against each account. View the full relationship history — quotations issued, invoices raised, deliveries made, and payments received — in a single customer profile. Supports salesman attribution, credit term tracking, and account-level KYB verification status.
Customer RelationshipsPlan, execute, and measure marketing campaigns directly within the PashxD platform. Create targeted customer segments based on purchase history, credit tier, industry vertical, or geographic region. Distribute promotional materials, product catalogues, and RFQ invitations via email and WhatsApp. Track campaign reach, engagement, and conversion back to quotations and invoices — giving the business a clear view of marketing return on investment without leaving the ERP environment.
Campaigns & EngagementEnd-to-End Transaction Workflow
The eight modules are designed to operate as a linked chain — from customer acquisition through to day-end financial close. The table below outlines the standard workflow and the role each module plays.
| Step | Module | Primary Action | Links To |
|---|---|---|---|
| 01 | Marketing | Run campaigns; generate inbound leads from target segments | CRM |
| 02 | CRM | Qualify leads; manage customer accounts and relationship history | Quotation |
| 03 | Quotation | Price and propose items to the customer; capture PO references | Proforma Invoice, Delivery Note, Invoice |
| 04 | Proforma Invoice | Issue a formal pre-invoice; load items from quotation | Invoice F3 |
| 05 | Purchase F2 | Record supplier costs; link to goods receipt number | Accounts Payable ledger |
| 06 | Delivery Note | Dispatch goods; generate DN against the customer order | Invoice F3 |
| 07 | Invoice F3 | Finalise billing; submit for E-Invoice Approval; export PDF | Customer Ledger, Day Book, CRM |
| 08 | Day Book | Reconcile cash, credit, and card receipts; close the day | Management reporting |
Day Book: A Closer Look
The Day Book report merits particular attention because it provides business owners and finance managers with a single, authoritative view of the day's financial activity. Rather than manually cross-referencing invoice records, payment receipts, and return notes, the Day Book consolidates all transactions by payment channel and presents both gross and net figures in one bilingual document.
The following table reproduces a sample Day Book output from 7 June 2026, illustrating the level of detail available at a glance.
| Payment Channel | Sales (SAR) | Returns (SAR) | Net Balance (SAR) |
|---|---|---|---|
| Cash نقدية | 24,166.13 | 2,367.60 | 21,798.53 |
| Credit دائن | 5,625.23 | 51.75 | 5,573.48 |
| Cheque / Card شيك / بطاقة | 737.25 | — | 737.25 |
| Total مجموع | 30,528.61 | 2,419.35 | 28,109.26 |
CRM and Marketing: Closing the Loop Between Customers and Operations
A distinguishing feature of this release is the addition of CRM and Marketing modules — capabilities that extend PashxD beyond pure transaction processing into the full customer lifecycle. For construction and industrial businesses, where relationships with contractors, project managers, and procurement officers are long-term and high-value, having customer context inside the same system as purchase and sales records represents a significant operational improvement.
The CRM module links directly to the Quotation module, meaning that when a salesperson converts a lead into a formal quote, the CRM record is updated automatically. When that quotation becomes an invoice, the customer's transaction history in CRM reflects the completed sale. Finance teams can view credit exposure; sales teams can see outstanding quotations; management can assess customer lifetime value — all from a single unified record.
The Marketing module complements this by enabling outbound engagement based on real customer data. Rather than maintaining a separate mailing list or marketing tool, businesses can segment their existing customer and lead base by purchase behaviour, credit tier, or industry and run targeted campaigns without leaving the platform.
Compliance and Localisation
All eight modules have been designed with the regulatory requirements of the Saudi Arabian market as a primary consideration. Key compliance features include:
- VAT at 15%: Applied automatically at line level across all sales and purchase transactions.
- E-Invoice Approval (ZATCA): The Invoice F3 module includes a dedicated E-Invoice Approval workflow and supports PDF export in both standard and A3 formats for submission and archiving.
- Hijri Date Display: The Proforma Invoice module presents dates in both the Gregorian and Hijri calendars, as required for formal commercial documents in the Kingdom.
- Bilingual Output: Day Book reports, item names, and customer records support both Arabic and English display throughout the interface and in printed documents.
- SAR Currency: All monetary values are transacted and reported in Saudi Riyals, with currency rate fields available for multi-currency purchase scenarios.
Availability
All eight modules are available immediately to existing PashxD users through the administration dashboard at admin.pashx.com. No additional configuration is required; the modules are activated as part of the June 2026 platform update.
Organisations evaluating PashxD for the first time are invited to contact the team via pashx.com to arrange a demonstration or discuss deployment options suited to their operational requirements.
About PashxD
PashxD is an AI-powered Industrial Operating System and Construction Management ERP platform serving contractors, industrial suppliers, and trading businesses across Saudi Arabia, the UAE, India, and European markets. The platform covers the complete procurement and sales lifecycle, including RFQ and BOQ management, multi-quote comparison, KYB-verified vendor onboarding, and integrated financial reporting. For more information, visit pashx.com.
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