Setup

Company Setup

It's a simple and enough configurations are available from the setup page. And you...

System Preferences

This is some kind of on-off features, where you can enable or disable the...

System and GL Setup

The System Default GL codes will be defined to assign them from your Chart...

Financial Years

The Most important settings in our accounting software.  During the time of initial Setup...

Transaction References

Transaction references are essential in an ERP system as they help maintain the order...

Payment Terms

The Payment terms are used in the Sales module, which connects the invoice and...

Sidebar Menu Setup and Rearrangement

This is your left side menu settings. Normally, we have the settings in our...

Company Theme Setup

Theme setup helps to customize the application with Company logos, images, animations. Fonts, Login...

Printer Settings

If you are operating with network based computers and for printing, you can connect...

Print Profiles

The Printers are connected with print profilers, which will help you to open the...

Point of Sale Settings

There we have a Point of Sales module in the core. Which actually needs...

Custom fields for the System

There we can provide some basic  and necessary fields for the system to operate....

Users and Their Permissions

UsersThe User accounts are majorly connected with its subscription users. and you are allowed...

Delete and Void a Transaction

As of financial records, We are not allowed to delete the records. instead of...

Email Templates and Contents

Email templates in your ERP system allow you to create predefined email messages that...

Email Logs and Sent History

We are storing a log of outgoing emails from our system with your SMTP...

Mail SMTP Settings and E-Mail configurations

The SMTP configuration is really important configuration for the company, those are looking to...

Items and Services Import

Items and services are often used in the sales and purchases. So we need...

Stock Balance Adjustment

Inventory is also called as Stock balance update, Initial feeding of your stock balance...

Sales Kit and Packaging Import

The Offers and Combo packs are always connected more than one item and name...

Bills of Material Import

If you are a manufacturing company, you need to create Bills of material for...

Employees and Staff Import

You need to have entire list of your staff members in the system to...

Chart of Accounts and Chart Master COA

Chart of accounts are GL codes which are created with classes, groups and chart...

Leads from other CRM

Import the Leads data from Other System or CRM. Collect them in a excel...

Import Opportunities

import opportunities from other system. It will be connected with customer. So we have...

Cities

Setting up cities in the system, including the configuration of essential fields such as...

States/Province

Setting up States/Province  in the system, including the configuration of essential fields such as Country,...

Users login history

The Users login history page will display a list of login entries.Monitor user access...

Recurrence

Recurrence refers to the process of repeating a certain event or action at regular...

Legal Text

The "Legal Text" field allows users to enter specific legal terms or conditions related...

Roles And Permissions

In our system, module access is governed by role-based permissions, ensuring that users have...

Automatic Email Reports

The "Automatic Email Reports" feature allows users to schedule reports to be automatically emailed...