Company Setup

It's a simple and enough configurations are available from the setup page. And you can modify them later at any time. The main configurations such as company name, address, email, phone, tax id and other details. To create a Company Setup, go...

System Preferences

This is some kind of on-off features, where you can enable or disable the options whenever you need it.To create a Company Preferences, go to Setup > Company > Preferences The Company Setup page contains a variety of settings that allow you to configure how...

System and GL Setup

The System Default GL codes will be defined to assign them from your Chart of accounts codes. You can change the Chart of accounts during the time of Setup wizard. Once you create them, it will be set to work...

Financial Years

The Most important settings in our accounting software.  During the time of initial Setup wizard, you make this configuration by giving the initial date of your financial year. Sometimes you might need to change the date once after get into...

Transaction References

Transaction references are essential in an ERP system as they help maintain the order and traceability of various financial entries. In our system, there are two types of transaction numbers:Entry Transaction Number: This number is primarily for internal use. It...

Payment Terms

The Payment terms are used in the Sales module, which connects the invoice and customer with their due dates. We might need to operate the Sales entries with dues and without dues, its based on customer, type of business or...

Sidebar Menu Setup and Rearrangement

This is your left side menu settings. Normally, we have the settings in our orders and based on most of the users order. When it comes to use in real time, there should be some change in the menu rearrangement. You...

Company Theme Setup

Theme setup helps to customize the application with Company logos, images, animations. Fonts, Login page style, Color scheme, Language,  Report fonts.To create company theme setup, go to Setup > Display >Theme Setup The Theme Preferences and General Settings page allows you to customize...

Printer Settings

If you are operating with network based computers and for printing, you can connect different printes and use it to print the documents. To create Printer Settings, go to Setup > Display >Printer

Print Profiles

The Printers are connected with print profilers, which will help you to open the printer with its appropriate prompt while printing.To create Print Profiles, go to Setup > Display >Print Profiles

Point of Sale Settings

There we have a Point of Sales module in the core. Which actually needs some connectivity with User, salesman, inventory(store) location, terminal, and cash balance with separate cash account. This page is so simple with few fields, But its important...

Custom fields for the System

There we can provide some basic  and necessary fields for the system to operate. Further fields which needs for your system. you need to create them and use it on its appropriate module. Creating the custom fields are available on...

Users and Their Permissions

UsersThe User accounts are majorly connected with its subscription users. and you are allowed to create users based on the package that you subscribed. If you are looking extra users. checkout our extra users from the subscription page and buy...

Delete and Void a Transaction

As of financial records, We are not allowed to delete the records. instead of that, we can void it. Some entries like Sales order, purchase order, if they are not delivered, we can delete it easily from our system. incase...

Email Templates and Contents

Email templates in your ERP system allow you to create predefined email messages that can be used across various modules such as Leads, Projects, Customers, and more. These templates are designed to automate communication and ensure consistency in the messages...

Email Logs and Sent History

We are storing a log of outgoing emails from our system with your SMTP status. Whether the email sent to the receiver, or failed to send, both will be recorded here along with if any SMTP error during the time...

Mail SMTP Settings and E-Mail configurations

The SMTP configuration is really important configuration for the company, those are looking to send emails on the time of creating transactions. We recommend you to configure the SMTP properly and test it before taking it to live. There is...

Items and Services Import

Items and services are often used in the sales and purchases. So we need to maintain the Items and services from our stock master or inventory. In general, based on the company size, we might need to have the inventory...

Stock Balance Adjustment

Inventory is also called as Stock balance update, Initial feeding of your stock balance from this module. Let's check in Sample data and will feed the stock balance, both negative and positive balances are also possible with it.Format Data:Date   ...

Sales Kit and Packaging Import

The Offers and Combo packs are always connected more than one item and name it as different and sell it in the market. When you sell the Sales kit. The Actual stock balance get changed. But name used with Sales...

Bills of Material Import

If you are a manufacturing company, you need to create Bills of material for manufacturing. In that case if you are inputting more items every day, try with bom import, which will also help you to make it easily from...

Employees and Staff Import

You need to have entire list of your staff members in the system to process the payroll for them. Remember the Employees input should be the next after importing the allowances and before that create Grades and proceed steps one...

Chart of Accounts and Chart Master COA

Chart of accounts are GL codes which are created with classes, groups and chart names, Usually we have one default  COA here. If you wish to modify you can edit it. If you want to change the entire COA Entries, Use...

Leads from other CRM

Import the Leads data from Other System or CRM. Collect them in a excel and check our format, and rearrange your leads like ours and import it into the system.Memo and ErrorDuring the upload, Incase if any error, that will...

Import Opportunities

import opportunities from other system. It will be connected with customer. So we have to make it as per the format that we have.Memo and ErrorDuring the upload, Incase if any error, that will allow you to new file. This...

Cities

Setting up cities in the system, including the configuration of essential fields such as state, name, ZIP/Pin code, latitude, and longitude. To create a City, go to Setup > Company > Cities > Add New.

States/Province

Setting up States/Province  in the system, including the configuration of essential fields such as Country, Name, ISO2, latitude, and longitude. To create a States/Province, go to Setup > Company > States/Province > Add New.

Users login history

The Users login history page will display a list of login entries.Monitor user access and identify any suspicious activities for security purposes.To track  Users login history , go to Setup > Users &Void  > Users Login HistoryEach entry will include the following detailsUser Name: The...

Recurrence

Recurrence refers to the process of repeating a certain event or action at regular intervals. In the context of systems and software applications, it typically involves setting up events, tasks, or transactions that need to occur repeatedly according to a...

Legal Text

The "Legal Text" field allows users to enter specific legal terms or conditions related to the selected transaction type. This text may include clauses, disclaimers, or any other legally binding information that should be associated with the transaction.To Create Legal...

Roles And Permissions

In our system, module access is governed by role-based permissions, ensuring that users have access only to the modules relevant to their roles. This section outlines how permissions are assigned based on roles and how to manage them effectively.To Create...

Automatic Email Reports

The "Automatic Email Reports" feature allows users to schedule reports to be automatically emailed based on specific criteria. Below is a detailed explanation of the available fields in the form:Reports:Description: This dropdown lets the user select the report that will...