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.

2.5.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 Creating New Stores

Admins can establish new stores by clicking the “Create New Store” button located on the right-hand side of the dashboard.

5.6 Selecting New Themes

The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

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

5.8 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 Option:

• 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.

10.1 Projects Overview:

List View:

The Projects Overview page provides a centralized hub for efficient project management. Users can effortlessly view and manage all ongoing and potential projects. The interface allows easy navigation and offers insights into project statuses. Creating new projects is straightforward, and users can switch between list and grid views for varied perspectives.

View Details: Project Overview:

Task progress, total budget, expenses, start and end dates, and client details.Recent activity logs.

Gantt Chart, Tracker, Expense, Timesheet, Bug Report:

Conveniently accessible tools for versatile project control.

10.2 Tasks Management:

List View:

The Tasks Management page presents a clear and concise overview of all tasks associated with ongoing projects. Users can review task details such as name, stage, priority, end date, assigned team members, and completion status.

Grid View:

An option for grid view enhances task management efficiency.

10.3 Timesheet Tracking:

The Timesheet Tracking section allows users to monitor and manage time allocations for various project activities. This feature contributes to effective time management and ensures optimal resource utilization.

10.4 Bugs Management:

The Bugs Management page streamlines the identification and resolution of project issues. Users can review, address, and add bugs. The grid view option enhances bug management efficiency.

10.5 Task Calendar:

The Task Calendar provides a visual representation of task schedules, offering users a dynamic and intuitive tool for project planning. This calendar view enhances the understanding of project timelines.

10.6 Trackers Overview:

The Trackers Overview page provides insights into various project aspects through a comprehensive list of trackers. These trackers offer valuable data points for informed decision-making and project analysis.

10.7 Project Reports:

The Project Reports page generates insightful reports covering project overview, milestone progress, task priority, status, hours estimation, user contributions, and milestones, and allows the export of task lists for further analysis.

10.8 Project System Setup:

Project Task Stages:

In this section, users can define and add new stages for project tasks, customizing the system to specific project workflows.

Bug Status:

Users can add new bug statuses, providing flexibility to align the system with the unique needs of each project.

In conclusion, ERPGo’s Project System is a comprehensive solution offering dedicated pages for effective project planning, execution, and analysis. It combines intuitive tools with customizable settings, ensuring adaptability to diverse project requirements.

11.1 Users:

Users List:

In the Users section of the User Management System, users can access a comprehensive list of all registered users. This list provides a quick overview of the individuals involved in the system.

Add New Users:

Facilitating seamless user management, this page allows administrators to add new users effortlessly. This feature ensures that the system stays up-to-date with the latest additions to the user base.

User Log History:

For enhanced security and accountability, the User Management System includes a feature to view the log history of users. This log offers insights into user activities, aiding in system monitoring and troubleshooting.

11.2 Roles:

Create New Roles and Permissions:

The Roles page in the User Management System empowers administrators to create new roles and define specific permissions. This level of customization ensures that users have precisely the right access and capabilities based on their roles within the organization.

11.3 Clients:

List of Clients:

The Clients page provides a centralized view of all registered clients within the ERPGo system. This list offers administrators an easy-to-navigate interface for client management.

Add New Clients:

Administrators can efficiently add new clients through the Clients page. This feature ensures that the system can seamlessly expand its client base while maintaining a structured and organized client list.

In conclusion, the User Management System in ERPGo SaaS streamlines the process of managing users, roles, and clients. These three essential pages provide administrators with the tools needed to maintain an organized and secure user environment within the ERPGo system.

12.1 Products & Services:

List View:

The Products & Services page serves as a central hub for managing the comprehensive list of products and services offered within the ERPGo system. Users can easily view, edit, and organize the products and services in a structured manner.

Import and Export:

Facilitating efficient data management, administrators have the option to import and export the list of products and services. This feature streamlines the process of updating, adding, or retrieving product information, ensuring accuracy and consistency.

12.2 Product Stock:

List of Product Stock:

In the Product Stock section, users can access a detailed list of current product stock. This page provides real-time insights into the availability and quantity of each product, aiding in inventory management.

In conclusion, ERPGo’s Product System offers a user-friendly interface for the organized management of products, services, and their respective stock levels. The two distinct pages cater to the different aspects of product management, ensuring a seamless and effective process for administrators.

13.1 Warehouse:

List of Warehouses:

The Warehouse page provides an organized list of all available warehouses within the POS system. Users can quickly review and manage the various warehouses.

View Warehouse Stock Details:

By clicking on the view button, users gain access to detailed warehouse stock information. This feature allows for a comprehensive overview of the stock levels in each warehouse.

13.2 Purchase:

List of Purchases:

The Purchase page offers an overview of all purchases made within the POS system. Users can efficiently manage and track the purchase history.

View Purchase Details:

Clicking on the view button provides a detailed view of a specific purchase. Users can access important details, including the purchase invoice, product summary, and payment summary.

13.3 Add POS:

The Add POS page simplifies the process of adding new Points of Sale (POS). Users can effortlessly input POS details and access the list of existing POS for reference. You can only view the products in the add POS if you have purchased them from the purchase column. The products that you have purchased from product and service will not be visible on this page.

13.4 POS:

List of POS:

The POS page displays a list of all Points of Sale, featuring essential information such as POS ID, date, customer, warehouse, sub-total, discount, and total.

13.5 Transfer:

List of Transfers:

In the Transfer section, users can view and manage the list of product transfers. This page allows users to add new transfers for effective inventory management.

13.6 Print Barcode:

List of Barcodes:

The Print Barcode page provides a list of barcodes associated with different POS. Users can conveniently view and print these barcodes as needed.

13.7 Print Settings:

The Print Settings page offers essential configurations for POS-related printing. Users can customize and set up mandatory print settings, configure purchase print settings, and fine-tune POS print settings. This includes selecting templates, adding logos, and choosing color inputs for both purchase and POS documentation.

In conclusion, ERPGo’s POS System encompasses seven distinct pages, each contributing to the seamless management of warehouses, purchases, POS, transfers, barcodes, and print settings. These features collectively enhance the efficiency and organization of retail operations within the ERPGo product.

13.8 Generate Quotation

Within the POS Module, ERPGo now offers the functionality to generate quotations, adding versatility to its suite of features. Users can effortlessly create quotations directly from the POS interface, streamlining the sales process. This integration allows businesses to swiftly respond to customer inquiries and facilitate smoother transactions, enhancing overall efficiency within the ERPGo POS System.

14.1 Ticket Overview:

Users are presented with a comprehensive overview that includes key metrics:

• Total Tickets
• Opened Tickets
• On Hold Tickets
• Closed Tickets

This dashboard-style presentation offers quick insights into the current status of support activities.

14.2 List and Grid View:

For enhanced flexibility, the Support System offers both list and grid views of support tickets. Users can choose the preferred view for a personalized and efficient ticket management experience.

14.3 List of Support Tickets:

The page displays a detailed list of support tickets with essential information:

• Created by (user)
• Ticket Code
• Attachments
• Assigned User
• Ticket Status (opened or not)
• Date of Creation
• Actions (Reply, Edit)

14.4 Ticket Actions:

Each support ticket includes actionable buttons for effective ticket management:

• Reply Button:Allows users to respond to the ticket directly.
• Edit Button:Enables users to make necessary edits to the ticket details.

14.5 View Ticket Details:

Clicking on a specific ticket opens a detailed view, providing users with:

• Comprehensive ticket information.
• The option to reply to the support ticket.

14.6 Add New Ticket:

Users can effortlessly add new support tickets as needed. This feature ensures a seamless process for logging and addressing user queries.

This functionality ensures that users can easily access, review, and respond to support tickets, fostering efficient communication between users and support teams.

In conclusion, ERPGo’s Support System page offers a user-friendly interface for monitoring and managing support tickets. With clear metrics, intuitive actions, and flexible viewing options, the system facilitates effective communication and issue resolution within the ERPGo product.

15.1 Zoom Meeting Page in ERPGo:

The Zoom Meeting Page in ERPGo streamlines the management of virtual meetings, providing users with a clear and organized interface for overseeing scheduled Zoom meetings.

15.2 Meeting Overview:

Users can effortlessly access a detailed list of Zoom meetings, offering key information:

• Meeting Title
• Meeting Time
• Meeting Duration
• Meeting Status

This concise overview ensures that users can quickly assess the upcoming and past meetings, allowing for efficient planning and tracking.

15.3 Grid View:

For enhanced visibility and organization, the Zoom Meeting Page includes a grid view option. Users can choose this view to have a structured and comprehensive look at multiple meetings simultaneously.

15.4 Meeting Actions:

Users have the flexibility to perform various actions related to meetings:

• Add Meeting:The system allows users to seamlessly add new Zoom meetings. This feature ensures a straightforward process for scheduling and incorporating new virtual meetings.

15.5 Efficient Monitoring:

The Zoom Meeting Page provides a user-friendly experience, enabling users to efficiently monitor and manage their virtual meetings. The clear presentation of meeting details facilitates quick decision-making and coordination.

In conclusion, ERPGo’s Zoom Meeting Page offers a simplified and effective solution for overseeing scheduled Zoom meetings. With features like list and grid views, as well as the option to add new meetings, the system ensures a seamless experience for users engaged in virtual collaboration and communication.

17.1 Brand Settings:

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme customizer, sidebar settings, and layout settings to suit your preferences.

17.2 System Settings:

Configure essential details such as currency, currency symbol, position of the currency symbol, decimal number format, date format, time format, and various prefixes for different transactions. Fine-tune display settings for proposals, invoices, bills, purchases, POS, journals, and expenses.

17.3 Company Settings:

Manage company-specific information like name, address, contact details, registration number, working hours, IP restrictions, timezone, and taxation details including Tax Number, VAT Number, and GST Number.

17.4 Email ID:

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.

17.5 Time Tracker Settings:

Define the application URL for logging in, and set the tracking interval for capturing screenshot intervals.

17.6 Payment Settings:

Customize your payment gateway preferences by adding API keys for various gateways such as Bank Transfer, Stripe, Paypal, Paystack, and more.

17.7 Zoom Meetings:

Integrate Zoom Meetings seamlessly by adding the Zoom Account ID, Zoom Client ID, and Zoom Client Secret Key.

17.8 Integration Settings (Slack, Telegram, Twilio):

For each integration, set up the required details like Webhook URL for Slack, access token and chat ID for Telegram, and SID, Token, and Form for Twilio. Module-specific settings can also be enabled.

17.9 Email Notification Settings:

Fine-tune email notifications by enabling or disabling them based on specific conditions.

17.10 Letter Settings (Offer Letter, Joining Letter, Experience Certificate, NOC):

Customize placeholders, formats, and content for Offer Letters, Joining Letters, Experience Certificates, and No Objection Certificates.

17.11 Google Calendar Settings:

Integrate Google Calendar seamlessly by adding Google Calendar ID and the required JSON file.

17.12 Webhook Settings:

View and manage a list of webhooks, with the ability to edit or add new ones.

17.13 IP Restriction Settings:

Enhance security by configuring IP restrictions.

These comprehensive settings empower you to tailor ERPGo to your precise business requirements, ensuring a seamless and personalized experience.