ERP & Business Management System — First-Time Setup

Configure chart of accounts, departments, employees, and product catalogue.

Module Overview

  • Finance — general ledger, AP/AR, financial statements
  • HR & Payroll — employees, leave, payroll
  • Inventory — products, warehouses, stock movements
  • Procurement — POs, suppliers, goods received
  • Sales & CRM — customers, quotes, invoices
  • Projects — tasks, time tracking, billing

Initial Configuration

  1. Settings → Company Profile
  2. Finance → Chart of Accounts (import template or build manually)
  3. HR → Departments
  4. HR → Employees → import employee list
  5. Inventory → Products → import catalogue

Go-Live Checklist

Enter opening balances in Finance → Opening Balances before processing transactions.

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