User Manual – ERPGo SaaS

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the ERPGo SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the ERPGo SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5.Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities offered by ERPGo SaaS.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the ERPGo SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the ERPGo SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

By following these steps, you can log in as the Super Admin and manage the ERPGo SaaS platform’s essential aspects.

4.1 Dashboard

• View total users, paid users, total orders, total order amount, total plans, and most purchased plans.
• Graphical representation of recent orders every year.

4.2 Users Page

• Create new users.
• Reset passwords.
• Edit user profiles.
• Upgrade plans for specific users.

4.3 Plans Page

• Create and edit various plans visible to end users for purchase.

4.4 Plan Request Page

• Accept or decline plan requests from end users.

4.5 Coupons Page

• Create, edit, or delete discount coupons for end users according to plans.

4.6 Orders Page

• View a list of orders with status indicators (successful or not).

4.7 Email Templates Page

Create email templates for various scenarios, including:

• New User
• New Client
• New Support Ticket
• Lead Assigned
• Deal Assigned
• New Award
• Customer Invoice Sent
• New Invoice Payment
• New Payment Reminder
• New Bill Payment
• Bill Resent
• Proposal Sent
• Complaint Resent
• Leave Action Sent
• Payslip Sent
• Promotion Send
• Resignation Sent
• Termination Sent
• Transfer Sent
• Trip Sent
• Vendor Bill Sent
• Warning Sent
• New Contract

4.8 Landing Page

Create various landing pages, including:

• Top Bar Page
• Custom Page
• Home Page
• Features
• Discover
• Screenshots
• Pricing Plans
• FAQs
• Testimonials
• Join Us Page

4.9 Settings Page

Access and configure brand settings.

• Manage email settings.
• Set up payment settings.
• Configure pusher settings.
• Define reCaptcha settings.
• Adjust storage settings.
• Tweak SEO settings.
• Manage cookie settings.
• Configure cache settings.
• Adjust chat GPT settings.

Super Admins in ERPGo SaaS Product have a comprehensive suite of tools to manage users, plans, orders, communication templates, landing pages, and system settings efficiently.

5.1 Access the Login Page

Open your web browser and navigate to the ERPGo SaaS login page.

5.2 Enter Credentials

Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Language Preferences

The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.6 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the ERPGo SaaS platform.

6.1 Accounting Dashboard

Overview Page

• Total customers, vendors, invoices, and bills.
• Cashflow statement.
• Graphs depicting income and expenses.
• Details of income vs. expenses.
• List of account balances.
• Latest income and expenses.
• Recent invoices and bills.
• Storage limit information.
• Income and expense breakdown by category.
• Weekly and monthly statistics for invoices and bills.
• List of recent bills and goals.

Reports Page

The reports section includes account statements, invoice summary, sales report, receivables, payables, bill summary, product stock, cash flow, transaction, income summary, expense summary, income vs. expense, and tax summary.

6.2 HRM Dashboard

Overview Page :

• Today’s not clocked-in employees.
• Event calendar.
• Staff details.
• Job details.
• Training details.
• Announcement list.
• Meeting schedule.

Reports Page :

• Payroll report.
• Leave report.
• Monthly attendance report.

6.3 CRM Dashboard

Overview Page :

• Total leads, deals, and contracts.
• Lead status and deal status.
• The latest contract list.

Reports Page :

• Lead report.
• Deal report.

6.4 Project Dashboard

• Total projects, tasks, and expenses.
• Project status.
• Tasks overview.
• Top due projects.
• Timesheet logged hours.
• Top due tasks.

6.5 POS Dashboard

Overview Page :

• Total POS of the month and POS amount.
• Total purchase of the month and purchase amount.
• Purchase vs. POS Amount Graph.

Reports Page :

• Warehouse report.
• Daily and monthly reports for purchases.
• POS, and POS vs. purchase.

Each dashboard is tailored to provide admins with specific insights and functionalities related to their respective domains, enhancing efficiency in managing accounting, HRM, CRM, projects, and POS operations. The detailed reporting options further empower administrators to make informed decisions based on real-time data.

7.1 Employee Setup

• View and manage the list of employees.
• Import and export employee data.
• Create employees by adding personal details, company information, bank account details, and necessary documents.

7.2 Payroll Setup

Set Salary :

• View the list of salaries for various employees.

Payslip :

• View payslips for employees.
• Pay or edit payslips as needed.

7.3 Leave Management Setup

• Manage employee leaves.
• View a list of leaves added by users.

7.4 Attendance

Mark Attendance :

• View individual employee attendance.

Bulk Attendance :

• View attendance for various departments and branches.

7.5 Performance Setup

Indicators :

• View a list of performance indicators.

Appraisals :

• View a list of employee appraisals.

Goal Tracking :

• View goals and their progress.

7.6 Training System

Training List :

• View a list of training types with details.

Trainer :

• View a list of available trainers.

7.7 Recruitment Setup

Jobs :

• View total, active, and inactive jobs.
• View a list of jobs.

Job Create :

• Create jobs with the required details.

Job Application :

• View applied, phone screen, rejected, and hired jobs.

Job Candidate :

• View a list of job candidates.

Custom Questions :

• Add, edit, or delete custom questions.

Interview Schedule :

• View scheduled interviews.

Career :

• View the new job openings template.

7.8 HR Admin Setup

Award :

• View and add awards.

Transfer :

• View the transfer list of employees.

Resignation :

• View employees who have applied for resignation.

Promotion :

• View promoted employees and their new designations.

Complaints :

• View employee complaints.

Warnings :

• View warnings given to employees.

Termination :

• View a list of terminated employees.

Holidays :

• View a list of holidays.

7.9 Event Setup

Calendar of Events :

• View upcoming events.

Meetings :

• View a list of meetings.

7.10 Employee Asset Setup

• Set up and manage employee assets.

7.11 Document Setup

• Manage employee documents.

7.12 Company Policy

• Create new company policies.

7.13 HRM System Setup

Branches :

• Add and edit branches.

Department :

• Create and edit new departments for effective organizational structuring.

Designation :

• Create new designations to define employee roles within the organization.

Leave Type :

• Add new leave types to categorize and manage employee leave policies.

Document Type :

• Add new document types to streamline document management within the HR system.

Payslip :

• Add new payslip types to customize and tailor the payslip format as needed.

Allowance Option :

• Add allowance options to specify additional compensations for employees.

Loan :

• Add new loan options to manage employee loan programs.

Deduction Option :

• Add new deduction options for managing various employee deductions.

Goal Type :

• Add new goal types to categorize and track employee performance goals.

Training Type :

• Add new training types to categorize and manage employee training programs.

Award Type :

• Add new award types to recognize and acknowledge employee achievements.

Termination Type :

• Add termination types to categorize and manage employee termination processes.

Job Category :

• Add new job categories to classify different types of job roles within the organization.

Job Stage :

• Add new job stages to categorize and track the progress of various job processes.

Performance Type :

• Add new performance types to categorize and evaluate different aspects of employee performance.

Competencies :

• Add new competencies to identify and evaluate key skills and qualities required for job roles.

The HRM system in ERPGo SaaS offers a comprehensive suite of tools to streamline employee management, payroll, leave, attendance, performance evaluation, training, recruitment, HR administration, events, and more, providing a centralized hub for efficient human resource management.

8.1 Banking

Account Page :

This page serves as a centralized hub to view and manage various accounts, providing essential details such as the chart of accounts, account name, bank name, account number, current balance, contact number, and bank branch information.

Transfer Page :

Here, users can access and review the list of transfers between different accounts, ensuring transparent and organized financial record-keeping.

8.2 Sales

Customer Page :

This section facilitates the efficient management of customer data, allowing users to view, import, and export customer lists, fostering seamless communication and relationship management.

Estimates Page :

Users can create, view, and export estimates, streamlining the quotation process and providing a clear overview of potential sales transactions.

Invoice Page :

This page offers a comprehensive view of invoices, enabling users to export existing invoices and create new ones, ensuring accurate and timely billing.

Revenue Page :

Users can track and manage revenues and credit notes, fostering transparency in financial transactions and facilitating accurate reporting.

8.3 Purchases

Suppliers Page :

Manage supplier relationships efficiently by viewing and handling supplier lists, and importing and exporting data for enhanced supply chain management.

Bills Page :

This section allows users to view and export bills, providing insights into expenses and ensuring a systematic approach to managing financial obligations.

Expense Page :

Users can track and categorize various expenses efficiently, contributing to better financial planning and analysis.

Payment Page :

View and download payment receipts for a clear record of financial transactions.

Debit Notes Page :

Manage and track debit notes, ensuring accurate accounting for debits and credits.

8.4 Double Entry

The Double Entry section in ERPGo SaaS is like a set of tools that helps you understand and manage your company’s money matters. Here’s how it works:

Chart of Accounts :

It’s like a list that categorizes different money-related activities in your company. Each category is a folder for similar types of transactions. You can also create subaccounts if you want.

Journal Account :

Think of it as a diary where you write down all the money movements your company makes each day. It keeps a detailed record of every expense and income.

Ledger Summary :

This is a quick overview of all the entries in your diary (Journal Account). It helps you see the total amount of money involved in different activities.

Balance Sheet :

It’s like a snapshot showing how much your company owns (assets) and owes (liabilities) at a specific time. It gives you a quick view of your financial position.

Profit and Loss :

This is a report card for your company’s financial performance. It shows if your company made money (profit) or lost money over a period by comparing income and expenses.

Trial Balance :

Think of it as a double-check. It ensures all the numbers in your accounts add up correctly. It makes sure your financial puzzle pieces fit together accurately.

8.5 Budget Planner

Users can plan and manage budgets effectively, ensuring that financial resources are allocated optimally across different departments or projects.

8.6 Financial Goals

This section allows users to set, view, and track financial goals, providing a roadmap for achieving desired financial outcomes.

8.7 Accounting Setup

Set up and customize various accounting parameters such as taxes, categories, units, and custom fields, tailoring the accounting system to the specific needs of the organization.

8.8 Print Settings

Customize the print settings for proposals, invoices, and bills, allowing users to choose templates, colors, and logos, ensuring a professional and branded representation of financial documents.

The Accounting System in ERPGo SaaS is designed to offer a comprehensive suite of tools, fostering efficiency, transparency, and customization in financial management processes. From banking and sales to double-entry accounting and print settings, each feature contributes to a robust and user-friendly financial management experience.

9.1 Leads

List View :

• View and manage a list of leads.
• Create new leads easily.
• Switch between list and grid view for a different perspective.

View Details :

• Pipeline and Stage Details.
• Deal creation date and price.
• Task Details: Number of tasks, products, sources, and files.
• Users and Products List.
• Sources and Emails List.
• Discussions and Notes.
• Attach and manage files.
• List and manage calls.
• Activity column displaying all deal-related activities.

9.2 Form Builder

List of Forms :

• View and manage existing forms.
• Build new forms as needed for efficient data collection.

9.3 Contracts

List View :

• View and manage a list of contracts.
• Grid view available for better organization.

View Details :

• General Details: Attachments, comments, notes, contract details, and description.
• Contract Attachments and Comments.
• Notes related to the contract.

9.4 CRM System Settings

Pipeline :

• Create and manage pipelines for organizing and tracking leads and deals.

Lead Stages :

• Create custom lead stages for effective sales and marketing management.

Deal Stages :

• Create custom deal stages for streamlined sales and marketing processes.

Sources :

• Manage and create new sources for lead and deal tracking.

Labels :

• Create labels to categorize and tag leads and deals.

Contract Types :

• Create and manage different types of contracts for better organization.

The CRM System in ERPGo SaaS offers a user-friendly platform to manage leads, deals, forms, contracts, and system settings. It provides a structured approach to customer relationship management, helping businesses streamline their sales, marketing, and contract processes efficiently.