Knowledge Base

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System Navigation

6 Articles

Explains the layout, menus, and key dashboard features to help users get familiar quickly.

ERP System Overview

4 Articles

A beginner-friendly guide explaining what the ERP system does, its modules, and benefits.

Roles & Permissions

3 Articles

Describes different user roles, access levels, and how permissions work within the system.

Finance Module

Customer Invoices

4 Articles

Step by step guide to generating invoices, editing them, and marking them as paid or pending.

Financial Reports

6 Articles

Explains how to run Profit & Loss, Balance Sheet, and Cashflow reports directly from the ERP.

Configure Tax Rules

9 Articles

Walkthrough for setting up tax types (GST, VAT), percentages, and applying them to transactions.

Purchase, Sales & Membership Modules

Guide to creating new purchase orders, selecting vendors, and sending for approval to the orders.

Explains how to manage supplier invoices and track payment status to the vendors for clarification.

Create Sales Order

5 Articles

Walkthrough for adding customer sales orders, editing them, and confirming delivery orders.

View Sales Reports

7 Articles

Tutorial for generating and exporting sales performance and revenue reports with the perfect statics.

Membership Plans

9 Articles

Create, edit, and manage membership plans with flexible pricing, duration, and exclusive member benefits.

Membership Addons

11 Articles

Easily renew, upgrade, or extend membership add-ons to offer more value and flexibility to maintain.

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