First-time setup

Welcome to your new ERP system! This guide will walk you through the initial setup process to ensure your system is configured correctly for your company's needs. Follow these steps in order for the best results.

1. Complete Company Information

Navigate to "Settings", fill the sections: -> "Company Settings" -> "App Settings" -> "Business Address" -> "Profile Settings" -> "Currency Settings"

2. Select necessary system modules

Go to "Settings" -> "Module Settings"

3. Create User Roles

• Go to "Settings" -> "Roles and Permissions"

• Create all necessary additional roles ('App Administrator' and 'Employee' roles are created by default):

4. Update Role Permissions

For each role created:

• Click on the role

• Review and adjust permissions

• Ensure each role has appropriate access levels for different modules

5. Create Company Departments

• Navigate to "HR" -> "Department" Comment

• Add all relevant departments accordingly to your company structure

  • Human Resources

  • Finance

  • Operations

  • Sales & Marketing

  • IT

  • etc.

6. Add Job Positions (Designations)

• Go to "HR" -> "Designation"

• Create positions such as:

  • CEO

  • Department Manager

  • Team Lead

  • Specialist

  • Associate

7. Set Up Attendance Settings and Employee Shifts

• Navigate to "Settings" -> "Attendance Settings" -> “Attendance Settings” - manage general settings -> “Employee Shifts” - add necessary shifts for the company -> “Shifts Rotations” - set automation for the shifts

8. Leaves settings

• Navigate to "Settings" -> "Leaves Settings" to manage existing leaves types in you company and settings for it.

9. Add Employees

• Navigate to "HR" -> "Employees"

• For each employee, enter:

  • Personal information

  • Contact details

  • Assigned department

  • Job position

  • Start date

    Or invite employees with the email or by the link.

• Navigate to "HR" -> "Shift Roster" to set shifts for the employee.

10. Add Salary

Navigate to “Settings” -> “Payroll Settings”

• Navigate to “Payroll” -> “Employee Salary”

• “Add Salary” button to set Employee Salary

11. Add Clients

• Navigate to “Clients” -> “Add Client” to open a form

• Fill all the fields about the Client including the information about the Company

12. Add Projects, connect to Clients and assign employees

• Navigate “Work” -> “Projects” -> “Add Project”

• Add all the information about the Project, do not forget to add Project Members and Client

13. Lead Settings

Navigate “Settings” -> Lead Settings -> Edit “Lead Sources” -> Manage “Sales Pipelines” -> Manage “Deal Agents” -> Manage “Deal Categories”

14. Recruiting Settings

Navigate “Settings” -> Recruit Settings -> General Settings - to manage Recruitment Site -> Footer Settings - to manage Recruitment Site -> Recruiter Settings - to manage Recruiter team members -> Notification Settings - to set up notifications -> Job Application Status Settings - to manage recruitment pipeline -> Custom Questions Settings - to add additional questions to the application forms -> Source Settings - to manage application sources

15. Finance settings

Navigate “Settings” -> Finance Settings -> Invoice Settings - to to customize invoice details -> Invoice Template - to to choose a suitable template -> Prefix Settings - to customize the identification format for various documents, such as invoices, credit notes, estimates, and proposals -> Units - to to define measurement units for products or services -> Quickbooks Settings - for synchronization with QuickBooks -> Invoice Payment Details - to add Payment Details that will be displayed on the invoice: title, bank account, transfer information, etc

Navigate “Finance” -> Bank Account -> Add Bank Account - to enter and manage the company’s bank account details: the bank name, account holder, account number, type, currency, contact number, etc

Remember to review and update these settings periodically as your organization grows and changes. For any questions or support, please contact our technical support team.