Frequently Asked Questions
To create a sales quote, go to the Sales module, click "Quotations", and then "Create". Fill in customer details, products, and pricing, then save or send it directly.
Yes. Once the customer accepts the quote, you can open it and click "Confirm" to convert it into a sales order.
Navigate to the Customers tab in the Sales module and click "Add New Customer". Fill in the required fields such as name, contact info, and address.
Go to the Reports section under the Sales module. You can view sales by product, customer, salesperson, or date range.
A quotation is a price offer sent to a customer. A sales order is a confirmed order generated after the customer accepts the quote.
CRM is a system for managing a company’s interactions with current and potential customers. It helps improve business relationships, streamline processes, and increase profitability.
Go to the CRM module, click on "Leads", then click "Add New Lead". Fill in lead details such as name, contact info, and source.
Yes. Once a lead is qualified, open the lead record and click "Convert to Customer". This will move the lead to the customer database.
You can log calls, emails, and meetings in the client’s profile under the CRM module. This helps maintain a complete communication history.
The CRM module offers reports such as Lead Conversion Rates, Sales Pipeline, and Customer Activity, which help evaluate performance.
Go to the Inventory module, click "Products", then "Add New Product". Enter product name, SKU, category, quantity, and cost details.
A purchase order is a document sent to a supplier to request products. A purchase invoice is received from the supplier after the products are delivered.
Open the related purchase order and click "Receive Items". Enter the received quantity and update the inventory accordingly.
Yes, the Inventory module automatically updates stock levels when items are received, sold, or adjusted.
Go to the Inventory module, click "Adjustments", then "New Adjustment". Enter the reason, product, and adjusted quantity, then confirm.
The Chart of Accounts is a listing of all accounts used in the general ledger of an organization. It provides a framework for categorizing all of the organization’s financial transactions.
To create a new journal entry, go to the Accounting module, click on "Journal Entries", and then click on "Add New". Fill in the date, accounts, amounts, and description before saving.
No, posted transactions cannot be deleted to ensure audit trail. However, you can reverse the transaction by creating a reversal entry.
In accounting, a debit increases asset or expense accounts and decreases liability, revenue or equity accounts. A credit does the opposite.
To generate a financial report, navigate to the Reports section under the Accounting module and select the desired report type such as Balance Sheet or Income Statement.
Operation Management involves planning, overseeing, and controlling business operations to improve efficiency and performance.
Go to the Operations module, click "Work Orders", then "Create New". Enter production details, materials, and assign responsible personnel.
Yes. The Operations module allows real-time updates on production stages, material usage, and task completion.
Resources such as labor, machines, and time are scheduled and tracked through the operations dashboard for optimal utilization.
You can generate reports on production efficiency, downtime, resource usage, and order fulfillment status.
The HR module manages employee information, payroll, attendance, leave requests, recruitment, and performance tracking.
Go to the Human Resources module, click "Employees", then "Add New". Fill in personal details, job title, department, and contract information.
Employees can request leave through the self-service portal by selecting leave type, dates, and submitting for approval.
Yes, the HR module includes payroll management where you can set salary structures, generate payslips, and track payments.
Attendance can be tracked via biometric systems, manual check-ins, or integration with time-tracking devices in the HR module.
The E-Commerce module allows you to manage online store operations including product listings, pricing, orders, and customer interactions.
Go to the App Integrations section, choose the platform (e.g., Shopify, WooCommerce), and follow the steps to connect your store via API keys.
Yes, inventory levels are automatically synced between the ERP system and connected e-commerce platforms to avoid overselling.
Once an order is placed online, it is automatically imported into the ERP sales module for fulfillment and invoicing.
Yes, the system supports multi-channel integration allowing you to manage products and orders from different platforms in one place.
It offers tools for system troubleshooting, user support tickets, data backups, and system recovery options.
Go to the Support module, click "Create Ticket", fill in the issue details, and submit. The support team will respond accordingly.
Backups can be scheduled daily, weekly, or monthly depending on system settings. It’s recommended to perform daily backups.
Navigate to the Backup section, select the desired backup date, and click "Download Backup" to get a copy of the data.
Yes. Go to the Backup module, choose a backup file, and click "Restore". Make sure to notify users before initiating the process.
The API module allows external systems and applications to securely interact with the ERP system using RESTful endpoints.
You can generate API keys from the API settings page in the admin panel. Each key is associated with specific permissions.
Yes, all API requests must include valid authentication headers such as an API key or token depending on the configuration.
API documentation is available in the developer section of the ERP system. It includes endpoint URLs, request formats, and examples.
Yes, you can restrict API access based on user roles or whitelist specific IP addresses for enhanced security.
Add-Ons are optional modules or features that can be installed to extend the core ERP functionality according to business needs.
Go to the Add-Ons section, browse available Add-Ons, select the desired one, and click "Install". Follow the setup instructions to activate it.
Yes, Add-Ons can be uninstalled from the Add-Ons management page. Make sure to backup data before uninstalling.
Compatibility depends on the Add-On version and the ERP system version. Check the Add-On documentation for compatibility details.
Updates are available in the Add-Ons section where you can download and apply the latest patches or versions.
Plan Cover refers to the subscription plans that determine the features and support levels available to your ERP account.
You can upgrade your subscription plan from the Account Settings or Billing section by selecting a higher-tier plan and confirming the payment.
Downgrading is possible but may result in loss of access to some features. Review the plan details before proceeding.
Yes, trial plans are available for new users to test the system features before committing to a paid subscription.
Billing is handled monthly or annually depending on your subscription. Invoices are generated and sent via email.