RSO Application Guide

What is RSO?

RSO (RedSmart Operations) is an inventory-focused ERP designed for operations teams. It covers the full operational cycle — from managing your product catalog and warehouses to processing sales and purchase orders, tracking stock movements, handling transfers between locations, and generating labels and shipment documentation.

RSO integrates with RSA (RedSmart Accounting) to keep your financial records in sync. Once a sales order is confirmed, you can post it to RSA as an invoice with one click (and purchase orders post as expenses the same way). When RSA records a payment, RSO marks the order paid — no double entry required.

Roles

The org creator is always an Admin — full access to every module, and Admin status can't be reassigned. Every other team member is assigned a custom role from Administration → Roles & Permissions: a role grants view/add/edit/delete access independently for each of 14 modules (Products, Inventory, Inventory Counts, Kits, Warehouses, Purchase Orders, Sales Orders, Transfers, Shipments, Customers, Vendors, Print Jobs, Members, Settings), plus a warehouse scope (all warehouses, one assigned warehouse, or own records only) that limits which warehouse's data the role can see. Create as many roles as you need — there's no fixed role list.

Modules

• Getting started — sign in, create your organization, set up warehouses, invite your team.
• Products — catalog with SKU, description, cost and sale price, and unit of measure.
• Warehouses — manage warehouse locations and active status.
• Sales orders — create, submit, and track sales orders from draft to shipped.
• Purchase orders — manage vendor orders and receive inventory into stock.
• Transfers — move stock between warehouses with full in-transit lifecycle tracking.
• Inventory & counts — view stock levels, adjust quantities, and run cycle counts.
• Kits & components — define product bundles from component products.
• Print & labels — print product labels, location labels, transfer manifests, and packing slips.
• Shipment tracking — track carrier shipments linked to sales orders, purchase orders, and transfers.
• Dashboard — KPI cards giving a real-time snapshot of operations.
• Reports — on-demand reports: low stock, inventory value, and transfer history.
• Administration — org settings, team members, and roles & permissions.
• AI assistant — ask Risu to look up records, summarize data, and create draft orders.