User Manual – ERPGo SaaS

Change Password

• The Change Password section allows users to update their account passwords. Enter your Current Password in the first field to verify your identity. Enter your desired New Password in the second field.
• Re-enter the same password in the Confirm Password field to ensure accuracy. Click the “Save Changes” button to update your password.

Note: These profile settings are available on the Company side as well. You can update your company profile whenever needed.

Language Management

• On the top-right side, you’ll find the language selector button. By clicking that button, you can select the language according to your needs. This option is visible to all types of users.
• Create Language: Enter the language code, language name, or country code to add a new language to the platform.
• The Language Management section allows users to edit translation keys and values for different languages. Select a translation source package from the left sidebar, including General, Product & Service, Project, Accounting, CMS, HRM, CRM, POS, Support Ticket, Double Entry, Financial Goal, Budget Planner, Training, Performance, Recruitment, Form Builder, Contract, Timesheet, Quotation, and AI Assistant.
• Use the search bar to find specific translations, or select a language from the dropdown menu (default is English). Edit translation keys and their corresponding values in the table provided.
• Click the “Save Changes” button to apply all updates to the selected language package.

Note: The custom language option is available only on the Super Admin side, while on the Company side, only the languages that have already been created are available as options.

3.1.1 Dashboard Insights

Upon logging in as a Super Admin, you’ll be greeted by a dynamic dashboard offering a holistic view of the platform’s performance.

3.2.1 User Management

Managing users is pivotal, and as a Super Admin, you have extensive controls to view, create, and manage all registered users on the platform.

3.2.2 Helpdesk Management

Managing helpdesk tickets is essential for addressing user concerns, and as a Super Admin, you have comprehensive control over the helpdesk system. The Helpdesk module contains two sections: Tickets and Categories.

3.3.1 CMS Management

The CMS module allows the Super Admin to manage and customize the public-facing landing page of ERPGo SaaS. You can control everything that visitors see on your website, from company information and page layout to content, colors, and call-to-action buttons. The CMS module contains three sections: Landing Page, Custom Pages, and NewsletterSubscribers.

A Live Preview panel is available on the right side of the screen at all times, showing you exactly how your changes will look on the website before you save them.

• You can also click the “View Landing Page” button at the top-right to open the live website in a new tab.
• Once you have made any changes on any tab, click the “Save Changes” button at the top-right corner to apply your updates.

3.3.2 Custom Pages

The Custom Pages section allows the Super Admin to create and manage additional standalone pages for the website, such as Terms of Service, Privacy Policy, FAQ, About Us, and Help Center.

• View and manage all custom pages through the Manage Custom Pages interface. Enter keywords in the search field to find a specific page and click “Search” to execute.

3.3.3 Newsletter Subscribers

The Newsletter Subscribers section allows the Super Admin to view and manage all users who have subscribed to the newsletter through the landing page.

• View and manage all subscribers through the Manage Newsletter Subscribers interface. Enter keywords in the search field to find a specific subscriber and click “Search” to execute. Click the download icon at the top-right corner to export the subscribers list.

3.4.1 Email Templates

The Email Templates section allows the Super Admin to manage and customize the automated email notifications sent by the platform for various modules and events.

• View and manage all email templates through the Manage Email Templates interface. Enter keywords in the search field to find a specific template and click “Search” to execute.
• Click the Filters button to access advanced filtering options: filter by Module. Use “Apply” to activate the selected filter or “Clear” to reset all filters.

3.4.2 Notification Templates

The Notification Templates section allows the Super Admin to manage and customize the automated notification messages sent through third-party messaging platforms.

The page is divided into three tabs: Slack, Telegram, and Twilio. Each tab works in the same way but sends notifications through a different channel.

• Slack: Manages notification templates sent to your team via the Slack messaging platform.
• Telegram: Manages notification templates sent via the Telegram messaging app.
• Twilio: Manages notification templates sent via SMS through the Twilio platform.

All three tabs share the same layout and functionality:

Enter keywords in the search field to find a specific template and click “Search” to execute. Notification Templates Table Information:

The table displays the following columns:

• Subject: The name of the notification event (e.g., New User, New Sales Invoice, New Customer).
• Module: The module the notification belongs to (e.g., general, Accounting, CRM).
• Actions: Quick action button for template management.

Each template row includes one action icon:

• Edit: Opens the template editor to customize the notification message for that event. You also can use the language option by selecting.

Note: Notification templates cannot be created or deleted. You can only edit the existing templates. Make sure the relevant third-party integration (Slack, Telegram, or Twilio) is configured in Settings before notifications can be sent.

3.5.1 Subscription Management

Managing subscription plans is crucial for monetizing the platform, and as a Super Admin, you have complete control over plan creation, pricing, coupon management, and order tracking. The Subscription module contains four sections: Subscription Settings, Coupons, Bank Transfer Requests, and Orders.

3.6.1 Media Library Management

Managing the media library is essential for storing and organizing files, images, and other media assets used across the platform, and as a Super Admin, you have complete control over file management.

3.6.2 Settings Management

Managing system settings is essential for configuring platform-wide options, and as a Super Admin, you have complete control over all configuration settings.

The Settings page is organized into the following categories in the left sidebar:Core Configuration, Integrations & Chat, Payments & Billing.

Admin Credentials:

You’ll need a username and password provided by the system administrator.

Log In:

Click the “Log In” button to access your admin dashboard.

Role-Based Dashboard

Create Sales Proposal

Fill in the details below to create a new sales proposal.

6.2.1 Sales Invoice

• View and manage all sales invoices through the Manage Sales Invoices page. Enter an invoice number in the search field and click “Search” to find a specific invoice. Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to access advanced filtering options: filter by Customer (specific customer), Warehouse, Status (Draft, Posted, Partial, Paid, Overdue), or Date Range (invoice date range). Use “Apply” to activate the selected filters or “Clear” to reset all filters.

The table displays the following columns:

• Invoice Number: The unique reference number of the invoice (e.g., SI-2026-03-001). Click on it to view the full invoice details.
• Customer: The name of the customer the invoice was issued to.
• Invoice Date: The date the invoice was created.
• Due Date: The payment due date. Overdue dates are displayed in red with an “Overdue” label.
• Subtotal: The total amount before tax.
• Tax: The tax amount applied to the invoice.
• Total Amount: The final amount, including tax.
• Balance: The remaining unpaid balance.
• Status: The current status of the invoice – Draft, Posted, or Paid.
• Actions: Quick action buttons that vary depending on the invoice status.

Action icons available per invoice:

• Download: Download the invoice as a PDF.
• View: Open and view the full invoice details.
• Post: Post the invoice to finalize it (available for Draft invoices).
• Edit: Modify the invoice (available for Draft invoices).
• Delete: Remove the invoice (available for Draft invoices).

6.2.2 Sales Invoice Returns

The Sales Invoice Returns section allows the Company Admin to manage product returns from customers against previously issued sales invoices.

• View and manage all return requests through the Manage Sales Returns page. Enter a return number in the search field and click “Search” to find a specific return. Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter returns by Customer, Warehouse, Status, or Date Range. Click “Apply” to activate or “Clear” to reset.

The table displays the following columns:

• Return Number: The unique reference number of the return (e.g., SR-2026-03-002). Click on it to view full return details.
• Customer: The name of the customer who made the return.
• Warehouse: The warehouse where the returned items are being sent.
• Return Date: The date the return was created.
• Total Amount: The total value of the returned items.
• Items: The name of the returned product.
• Status: The current status of the return – Draft, Approved, or Completed.
• Actions: Quick action buttons that vary depending on the return status.

Action icons available per return:

• Approve Return: Approve a return that is in Draft status.
• Complete Return: Mark an approved return as Completed once the items have been received.
• View: Open and view the full return details.
• Delete: Remove the return (available for Draft returns).

Manage Quotations

• Enter a quotation number in the search field and click “Search” to execute, switching between list view and grid view using the toggle buttons.
• Click the Filters button to access advanced filtering options: filter by Customer, Status, or Date Range. Use “Apply” to activate the selected filters or “Clear” to reset all filters.
• The quotations list displays each entry with the following columns: Quotation Number, Customer (name and email), Quotation Date, Due Date, Subtotal, Tax, Total Amount, and Status. Each column header includes sort arrows for sorting the list.

The Actions column provides context-sensitive options based on the quotation’s status:

• Draft: Download, Send, Duplicate, View, Edit, Delete
• Sent: Download, Accept, Reject, Duplicate, Create Version, View
• Accepted: Download, Convert to Invoice, Duplicate, Create Version, View
• Rejected: Download, Duplicate, Create Version, View

Actions perform the following:

• Download: Download the quotation as a PDF.
• Send: Send the quotation to the customer.
• Accept: Mark the quotation as Accepted (available for Sent quotations).
• Reject: Mark the quotation as Rejected (available for Sent quotations).
• Duplicate: Opens a confirmation dialog to create a copy of the quotation.
• Create Version: Opens the Edit Quotation page for the rejected quotation, allowing the Quotation Date, Due Date, Customer, Warehouse, Payment Terms, and Notes to be updated, along with the Quotation Items list, each row showing Product, Qty, Unit Price, Discount %, Tax, and Total, with options to Add Item, Add another item, or delete a row via the Action column, and a live-calculated Quotation Summary (Subtotal, Discount, Tax, Total), before saving via Update Quotation.
• Convert to Invoice: Opens a confirmation dialog to convert an accepted quotation into a sales invoice.
• View: Opens the quotation detail page, showing billing and address details (billed from and billed to, along with billing and shipping addresses), itemized products with pricing, additional notes, the total amount and status, an option to download the PDF, customer info, and quotation details (quotation date, due date, warehouse, and terms).
• Edit: Modify the quotation (available for Draft quotations).
• Delete: Remove the quotation (available for Draft quotations).

Create Quotation

Create a new sales quotation by selecting customer, warehouse, dates, and adding items.

• Quotation Details:
• Quotation Date: Select the date the quotation is created.
• Due Date: Select the date by which the quotation is due.
• Customer: Select the customer for this quotation from the dropdown.
• Warehouse: Select the warehouse from the dropdown.
• Payment Terms: Enter the payment terms (e.g., Net 30).
• Notes: Add any additional notes for the quotation.
• Quotation Items: Add the products included in the quotation.
• Click “Add Item” or “Add another item” to add a product row.
• For each item, select the Product, and enter the Qty, Unit Price, and Discount %. Tax and Total are calculated automatically.
• Click the delete icon in the Action column to remove an item.
• Quotation Summary: Displays the calculated Subtotal and Total based on the items added.
• Payment Terms: Displays the payment terms entered above, or “No payment terms specified” if left blank.
• Additional Notes: Displays the notes entered above, or “No additional notes” if left blank.

6.4.1 CRM System Setup

The CRM System Setup section allows administrators to configure the foundational data used in the CRM module. It includes five sections accessible from the left-side navigation panel: Pipelines, Lead Stages, Deal Stages, Labels, and Sources.

• Pipelines: Displays all pipelines with their Name and Action columns. Click “Create” to open the Create Pipeline form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.
• Lead Stages: Displays all lead stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Lead Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
• Deal Stages: Displays all deal stages organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective stages. Each stage is displayed with a numbered order indicator and can be reordered using the drag handle. Click “Create” to open the Create Deal Stage form, where you enter the Name and select the Pipeline from a dropdown, then click Create. All entries can be Edited and Deleted using the action icons.
• Labels: Displays all labels organized by pipeline tabs. Switch between available pipelines using the tabs at the top to view their respective labels. Each label is displayed as a colored badge. Click “Create” to open the Create Label form, where you enter the Name, select the Pipeline from a dropdown, and choose a Color for the label, then click Create. All entries can be Edited and Deleted using the action icons.
• Sources: Displays all lead sources with their Source name and Action columns. Click “Create” to open the Create Source form, where you enter the Name, then click Create. All entries can be Edited and Deleted using the action icons.

6.4.2 Manage Leads

• To add a new lead, click the “Create” button on the lead page. Enter the lead’s Name, Email, Subject, and choose to assign a User from the dropdown (populated from the user management). You can also add a Phone No and set a Follow Up Date.
• The list page displays all Leads with column details, including Name, Subject, Assigned Users, Tasks, Follow-Up Date, Current Stage of the lead, and Actions. The Follow Up Date is shown in red when the date is earlier than the current date.
• Use the search bar to find specific leads, and apply filters by User, Stage, and a Follow-Up Date Range using the filter dropdowns, then click “Apply” to filter or “Clear” to reset.
• Use the pipeline dropdown at the top right to switch between pipelines. When you select a pipeline, the system will display only the data related to that specific pipeline. The page can also be toggled to Kanban View using the view switcher button.
• When you click the Kanban view button, this view shows your leads as cards arranged in columns based on their stage. Each card has small actions and counters you can use. Additionally, you can use the pipeline dropdown to switch between pipelines, the list view option, or the Create Lead option.
• On each lead card, you can click the three-dot menu to View, Edit, or Delete the lead. If you hover over the products counter, you can see the products linked to that lead. If you hover over the source counter, you can see where the lead came from. Leads can be moved between stages by dragging and dropping a card from one column to another.
• In the action column of a list page, use the “Convert to Deal” button to convert the lead into a deal, the “label” button to assign labels to the lead, the “view” button to open Lead Details, the “edit” button to modify the lead, or the “delete” button to remove it.
• Once a lead has been converted, the Convert to Deal button is replaced with a checkmark and an “Already Converted to Deal” indicator, showing that the lead cannot be converted again.
• When you click the “Label” button in a lead’s Actions column, it opens the Lead Labels window, which shows the lead’s name and a counter of how many labels are currently selected.
• Tick the checkboxes to apply the labels configured in system setup. Click “Assign” to apply the selected labels or “Cancel” to close without changes.
• When you click the “Convert to Deal” button, the Convert Lead to Deal window appears. Enter a Deal Name, which is pre-filled from the lead’s subject, and you can set the deal Price here.
• Under Client Type, choose “New Client” to create a fresh client record or “Existing Client” to link an existing one by using the ratio button. For a new client, enter the Client Name, Client Email, and Client Password. The email is carried over from the lead automatically.
• Use the Copy To checkboxes to select which lead data should be copied to the new deal, including Products, Sources, Files, Discussions, Notes, Calls, Emails, Tasks, and Users. Click Convert to create the deal, or Cancel to close the window without converting the lead.
• When you click the “View” button, it opens the Lead Details page. The left sidebar gives quick access to the General, Tasks, Users, Products, Sources, Files, Calls, and Activity sections.

6.4.3 Manage Deals

• To create a new Deal, click the “Create” button, which will open the Create Deal form. In this form, you need to enter the Deal Name, Price, Phone No, and select the Clients from the dropdown (which comes from the user management).
• The list page displays a column of all deals, including Deal Name, Price, Tasks, Clients, Stage, Status, and Actions. Use the search bar to find specific deals, and apply filters by Stage or Status using the filter dropdowns, then click “Apply” to filter or “Clear” to reset.
• Use the pipeline dropdown at the top right to switch between pipelines. When you select a pipeline, the system will display only the data related to that specific pipeline. The page can also be toggled to Kanban View using the view switcher button.
• When you click the Kanban view button, this view shows your deals as cards arranged in columns based on their stage, such as Initial Contact, Qualification, Meeting, Proposal, and Close. Each column displays a count of the deals inside it, and each card has small actions and counters you can use. Additionally, you can use the pipeline dropdown to switch between pipelines, the list view option, or the Create Deal option.
• On each deal card, you can click the three-dot menu to View, Edit, or Delete the deal. If you hover over the products counter, you can see the products linked to that deal. If you hover over the source counter, you can see where the deal came from. You can also drag a card from one column to another to move the deal to a different stage, and each card shows its assigned user along with the deal value. Deals can be moved between stages by dragging and dropping a card from one column to another.
• In the action column of a list page, use the label button to assign labels to the deal, the view button to open Deal Details, the edit button to modify the deal, or the delete button to remove it.
• To assign labels to a deal, click the label button in the Actions column. This opens the Deal Labels panel, which displays the deal name and all available labels for the pipeline. Select one or more labels by checking the corresponding checkboxes, then click “Assign” to apply them. The total number of selected labels is shown at the top right of the panel.
• When you click the “View” button, it opens the Deal Details page. The left sidebar gives quick access to the General, Tasks, Users, Products, Sources, Files, Calls, Clients, and Activity sections.

6.4.4 Reports

6.5.1 contracts

• To create a new contract, click the “Create” button to open the Create Contract form. Enter the Subject, Value, Start Date, End Date, Status, Contract Type, and Users.
• Summary cards at the top show Total Contracts, Active Contract, Pending Contract, Closed Contract, and Declined Contract counts, each with a percentage of total.
• Use the search field to find a specific contract, switching between list view and grid view using the toggle buttons.
• Click the Filters button to access advanced filtering options: filter by Type, Status, User, Start Date, or End Date. Use “Apply” to activate the selected filters or “Clear” to reset all filters.
• The contracts list displays each entry with the following columns: Contract Number (with contract title below it), Assigned to (name and email), Status, Contract Duration (date range with a progress bar and percentage elapsed), Contract Amount, and Actions.

The Actions column provides the following options for each contract:

• Duplicate: Opens the Duplicate Contract window, pre-filled with the original contract’s details (Subject, Contract Value, Contract Type, Start Date, End Date, Status, and Assign User), where you can adjust the fields and click “Duplicate” to create a copy, or “Cancel” to discard.
• Preview: Opens a preview of the contract document.
• View: Opens the contract detail page.
• Edit: Modify the contract.
• Delete: Remove the contract.

If you click the View button, open the details contract, items, signature state, attachments, comments, and renewals for this contract. Icons at the top right let you preview or download the contract document, alongside a Back button to return to the previous page.

The header displays the contract title, a badge for the Contract Type, and a Status badge, along with the Contract Number, Client name, and creation date. The Contract Value is shown at the top right.

Below the header, tabs let you navigate between Details, Attachments, Comments, Notes, and Renewals, each showing a count badge:

• Details: Shows the Contract Agreement text, with an “Edit Document” option, alongside a Signatures section listing each signing party and their signed date, with a signature preview. A Contract Information panel on the right shows the Status (with a dropdown to update it), Contract Number, Client, Contract Type, Contract Value, and Timeline & Progress (Duration, Elapsed Progress with a progress bar, Start Date, End Date, and Created date).
• Attachments: Displays a grid of uploaded files, each with a download and delete option. Click the upload icon at the top right to add a new attachment.
• Comments: Displays a threaded list of comments, each showing the author, date and time, and message, with edit and delete options. Use the field at the bottom to write and send a new comment.
• Notes: Displays a list of notes, each showing the author, date and time, and message, with edit and delete options. Use the field at the bottom to write and add a new note.
• Renewals: Displays a table of contract renewals with Start Date, End Date, Value, Status, Created By, and Actions (View, Edit, Delete) columns. Click the”+”button at the top right to open the Add Contract Renewal window, enter the Start Date, End Date, and Value (required), select a Status (required), optionally add Notes, then click “Create” to save the renewal, or “Cancel” to discard it.

6.5.2 Contract Types

• To create a new contract type, click the “Create” button to open the Create Contract Type form. Enter the Name and toggle the Status switch to set it as Active or Inactive, then click Create.
• The Manage Contract Types page displays all contract types with columns for Name, Contracts (showing the contract numbers linked to each type as badges), and Status. Use the Search bar or filter by Status to locate specific records. Click “Apply” to filter and “Clear” to reset. All entries can be Edited and Deleted using the action icons.

7.1.1 Purchase Invoice

• View and manage all purchase invoices through the Manage Purchase Invoices page. Enter an invoice number in the search field and click “Search” to find a specific invoice.Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to access advanced filtering options: filter by Vendor, Warehouse, Status, or Date Range. Use “Apply” to activate the selected filters or “Clear” to reset all filters.

The table displays the following columns:

• Invoice Number: The unique reference number of the invoice (e.g., PI-2026-03-001). Click on it to view full invoice details.
• Vendor: The name of the vendor the invoice was received from.
• Invoice Date: The date the invoice was created.
• Due Date: The payment due date. Overdue dates are displayed in red with an “Overdue” label.
• Subtotal: The total amount before tax.
• Tax: The tax amount applied.
• Total Amount: The final amount, including tax.
• Balance: The remaining unpaid balance.
• Status: The current status of the invoice, Draft, Posted, Partial, or Paid.
• Actions: Quick action buttons that vary depending on the invoice status.

Action icons available per invoice:

• Download: Download the invoice as a PDF.
• View: Opens the purchase invoice detail page, showing billing and address details (billed from and billed to, along with billing and shipping addresses), itemized products with pricing, additional notes, the balance due and status, options to download the PDF or post the invoice, vendor info, and invoice details (invoice date, due date, warehouse, and terms).
• Post: Post the invoice to finalize it (available for Draft invoices).
• Edit: Modify the invoice (available for Draft invoices).
• Delete: Remove the invoice (available for Draft invoices).

7.1.2 Purchase Returns

The Purchase Returns section allows the Company Admin to manage product returns sent back to vendors against previously received purchase invoices.

• View and manage all purchase returns through the Manage Purchase Returns page.
• Enter a return number in the search field and click “Search” to find a specific return.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter returns by Vendor, Warehouse, Status, or Date Range. Click “Apply” to activate or “Clear” to reset.

The table displays the following columns:

• Return Number: The unique reference number of the return (e.g., PR-2026-03-001). Click on it to view full return details.
• Vendor: The name of the vendor to whom the items are being returned.
• Warehouse: The warehouse from which the items are being returned.
• Return Date: The date the return was created.
• Total Amount: The total value of the returned items.
• Items: The name and quantity of the returned products.
• Status: The current status of the return – Draft, Approved, or Completed.
• Actions: Quick action buttons that vary depending on the return status.

Action icons available per return:

• Approve Return: Approve a return that is in Draft status.
• Complete Return: Mark an approved return as Completed once the items have been sent back to the vendor.
• View: Opens the purchase return detail page, showing billing and address details (billed to and billed from, along with billing and shipping addresses), itemized returned products with pricing, notes, the total return amount and status, an option to approve the return, vendor info, and return details (return date, warehouse, and reason).
• Delete: Remove the return (available for Draft returns).

7.1.3 Warehouses

The Warehouses section allows the Company Admin to manage all warehouse locations used for storing and managing inventory.

• View and manage all warehouses through the Manage Warehouses page.
• Enter keywords in the search field and click “Search” to find a specific warehouse.
• Toggle between list view and grid view using the icons at the top right.
• Click the Filters button to filter warehouses by City or Status. Click “Apply” to activate or “Clear” to reset.

The table displays the following columns:

• Name: The name of the warehouse (e.g., West Coast Storage Facility).
• Address: The physical address of the warehouse.
• City: The city where the warehouse is located.
• Zip Code: The postal zip code of the warehouse.
• Phone: The contact phone number of the warehouse.
• Status: Whether the warehouse is Active or Inactive.
• Actions: Quick action buttons for warehouse management.

Each warehouse row includes the following action icons:

• Edit: Update the warehouse details.
• Delete: Remove the warehouse from the system.

7.1.4 Transfers

The Transfers section allows the Company Admin to move stock between warehouses. This is useful when you need to shift products from one warehouse location to another.

• View and manage all stock transfers through the Manage Transfers page.
• Enter keywords in the search field and click “Search” to find a specific transfer.
• Click the Filters button to filter transfers by From Warehouse. Click “Apply” to activate or “Clear” to reset.

The table displays the following columns:

• Product: The name of the product being transferred.
• From Warehouse: The warehouse from which the stock is being transferred.
• To Warehouse: The warehouse to which the stock is being transferred.
• Quantity: The number of units being transferred.
• Date: The date the transfer was made.
• Actions: Quick action button for transfer management.

Each transfer row includes one action icon:

• Delete: Remove the transfer record.

7.2.1 Manage Items

Use the search bar to find items by name. Use the Filters option to narrow results by Item Type or Category, then click “Apply”. Click “Clear” to reset filters. Toggle between list and grid view using the icons at the top right. Use the “Add Stock” button to add stock to an existing product, or select “Create” to add a new item.

The Items page displays all products and parts in your inventory.

• Product: Display the product image thumbnail, product name (sortable), and unique SKU code.
• Sale Price: price at which the item is sold
• Purchase Price: price at which the item was purchased
• Category: product category assigned to the item
• Unit: unit of measurement for the item
• Quantity: current stock count
• Type: indicates whether the item is a Product or a Part
• Actions: view, edit, or delete the item

7.2.2 System Setup

System Setup lets you configure the core reference data used across the module, including categories, taxes, and units.

7.3.1 Add POS

• The POS screen is your quick and easy way to process in-store sales. The product grid on the left displays all available items with their image, name, SKU, price, and stock count. Use the category tabs at the top (such as Sports & Fitness, Food & Beverages, Electronics & Technology, and more) to browse products by category, or use the Search bar to find a specific item quickly.
• At the top of the screen, select the Customer from the dropdown (which is populated from the user management section) and choose the Warehouse from the location dropdown to specify where the stock will be pulled from.
• To add a product to the cart, simply click on any product card. It will appear in the Shopping Cart panel on the right side of the screen. Use the”+”and”−” buttons next to each item to increase or decrease the quantity, or click the delete icon to remove an item from the cart entirely.
• The Shopping Cart panel displays each item with its name, unit price, quantity, and line total. At the bottom, you can see the Subtotal, GST, VAT, Discount, and the final Total amount calculated automatically.
• Select the Bank Account from the dropdown at the top of the cart panel before proceeding (When a sale is completed, the received amount is recorded as income and added to the selected bank account).
• Click “Checkout” to open the Process Payment screen, which shows a full summary of the transaction including the POS Number, Date, Customer, Warehouse, and a detailed product breakdown with taxes and totals.
• After completing the sale, a confirmation message appears with the Receipt Number and a full itemised receipt showing product details, taxes, discount, and total, along with a “Thank you for your business!”message. Use “Download PDF” to save the receipt,”Print” to print a copy, or “Close” to dismiss the screen.

7.3.2 POS Orders

• The POS Orders page displays all completed sales transactions with columns for Sale Number, Customer, Warehouse, Items and Total. Use the Search bar or filter by Customer and Warehouse to find specific orders. Click “Apply” to filter and “Clear” to reset. Toggle between List and Grid view using the icons at the top right.
• Click the View icon in the Actions column to open the full POS Sale details page, which shows the company information, customer name, warehouse, sale date, number of items, and a complete Sale Items breakdown including Product, Quantity, Unit Price, Tax, Tax Amount, and Total. The summary at the bottom shows Subtotal, Discount, Tax, and Total Amount. Click “Download PDF” to save a copy of the sale record.

7.3.3 Manage Product Barcode

• The Manage Product Barcode page allows you to generate and print barcodes for your products. Select a Warehouse from the dropdown and use the Search bar to find products by name or SKU.
• The Available Products table displays all products with their Product Name, SKU, Price, Barcode, and a Copies field where you can set how many barcode copies to print.
• Check the box next to each product you want to include. Once your selection is made, click “Download PDF” to download a printable barcode sheet for all selected products.

7.3.4 Reports

The Reports section includes three sub-reports accessible from the left-side navigation: Sales Report, Product Report, and Customer Report.

• Sales Report: Contains three tabs. The Daily Sales tab shows a bar chart of Daily Sales Performance by date. The Monthly Sales tab shows a bar chart of Monthly Sales Performance over recent months. The Warehouse Sales tab shows a Warehouse Sales Comparison bar chart, allowing you to see which warehouses are generating the most revenue.
• Product Report: Displays four summary cards at the top showing Total Products, TotalRevenue, Total Quantity, and Total Orders. Below, a bar chart shows the Top 10 Products by Revenue, and a pie chart shows the Quantity Distribution across products. The Product Performance Report table at the bottom lists each product with its SKU, Quantity Sold, Total Revenue, and number of Orders.
• Customer Report: Displays four summary cards showing Total Customers, TotalRevenue, Total Orders, and Average Order Value. A bar chart shows the Top 10 Customers by Spending, and a pie chart shows the Order Distribution across customers. The Customer Performance Report table at the bottom lists each customer with their Total Orders, Total Spent, Average Order Value, and Last Order date.

8.1.1 Manage Project

• Click the “New Project” button at the top right to create a new project. Enter a Name, select a Start Date and End Date, select one or more Users from the dropdown (comes from the user management), enter a Budget, and optionally add a Description.
• Projects are displayed as cards in a grid, each showing the project name, a task progress indicator with completion percentage and progress bar, the team members assigned (as avatars), the deadline, and badges for the project’s status (e.g., Ongoing, Onhold) and budget.
• Summary cards at the top show Total Projects, Ongoing, On Hold, Completed, and Overdue counts, each with a percentage of total. Manage and track your projects, budgets, dates, and team member assignments.
• Use the search bar to look up specific projects. Click “Filters” to expand the panel, where you can set a Date Range and click “Apply” to filter results or “Clear” to reset just that field. Below, status tabs (All, Ongoing, On Hold, Finished) show the record count for each status.

Each project row includes four action icons:

• View: Opens the project details.
• Edit: Opens the project editor to update project information.
• Duplicate: Creates a copy of the project.
• Delete: Removes the project from the list.

When you Click the Duplicate option on a project opens the Duplicate Project window, where you can select which elements to copy using checkboxes: All, Tasks (with sub-options for Task Subtasks and Task Comments), Bugs (with a sub-option for Bug Comments), Activity, Team Members, Clients, Milestones, and Project Files. Click “Duplicate” to create the copy, or “Cancel” to discard.

When you click the View option, the open project detail page displays the project name at the top, with icons at the top right for Task Kanban, Bug, and CalendarView, alongside a Back button to return to the previous page.

Summary cards show Team Members, Deadline, Budget, and Days Left. Below this, a Project Progress bar shows the project’s status badge and completion percentage.

Tabs let you navigate between Overview, Team, Milestones, Attachments, and Activity:

• Overview: Displays the Project Description (with an edit option to update it), a Task Progress Chart plotting task counts over time, a Project Timeline showing Start Date, Deadline, and Budget, and a Team Summary showing the number of Managers, Team Members, and Clients.
• Team: The Team tab displays two panels side by side, Team Members and Clients, each showing a list of people with their profile photo, name, and email address, along with a delete option to remove them from the project. Click “Create“ in Team Members,select one or more users from the “Select users” dropdown, Click “Create“ in Clients,select one or more clients from the “Select clients” dropdown (both are comes from the user management).
• Milestones: The Milestones tab displays a table of project milestones with Title, Cost, Start Date, End Date, Status, Progress (with a progress bar and percentage), and Action columns. The Action column provides options to edit or delete each milestone. Click “Create” at the top right, enter the required Milestone Title, Milestone Cost, Start Date, and End Date, and optionally add a Summary.
• Attachments: The Attachments tab lets you upload and manage project files. Click “Browse” to select files, or use the “Select files” field. Uploaded files are displayed as a grid of cards, each showing a file icon, the file name, and a file type badge (e.g., PDF).
• Activity: The Activity tab displays a timeline of Recent Activity on the project, grouped by date, with each entry showing the action taken and its timestamp.

8.1.2 Manage Project Reports

The Project Report page displays “Project Report: [Project Name]” at the top, along with a Back button to return to the projects list. The report gives a full snapshot of the project’s health and progress, divided into several panels.

The top of the report displays four key metric cards:

• Project: The project name, its current status badge (e.g., Onhold), and the project Budget
• Timeline: The project’s Start Date and End Date (End Date shown in red if overdue)
• Tasks: The total number of tasks, broken into two counts (Completed and In Progress)
• Progress: The Completion Rate (%) with a progress bar and the number of Team Members assigned to the project

Task Status Distribution: A pie chart shows tasks by status, with green representing Done and blue representing Todo, including counts in the legend beside the chart.

Task Priority Distribution: A bar chart shows the number of tasks by priority (Low, Medium, and High.)

Users: Lists project team members with the following columns:

• Name: The team member’s name, photo, and an individual progress bar showing their completion percentage
• Assigned: The number of tasks assigned to them
• Done: The number of tasks they’ve completed

Milestones: A table showing each milestone with the following columns:

• Name: The milestone name and its date range (start – end)
• Progress: The completion percentage with a progress bar
• Cost: The budget allocated to the milestone
• Status: The current state of the milestone (e.g., Complete, Ongoing, Incomplete)

This helps track project progress and budget across all milestones.

8.1.3 System Setup

The System Setup section is organized into two subsections, Task Stage and Bug Stage.

Managing and Sharing Forms

Next to each form, you’ll find a “Copy Link” button. Clicking this copies the form’s public link to your clipboard.

• If the form is activated, users with the link can view and fill out the form.
• If the form is deactivated, users will see a message indicating the form is currently unavailable.

Adding Form Fields

To build the content of your form, use the Available Field Types panel:

• Select from field types: Text Input, Email, Number, Phone, URL, Password, Textarea, Select Dropdown, Radio Buttons, Checkbox, Date, Time fields
• You can add multiple fields, as well as edit or delete them anytime.

This flexible field management lets you fully customize what dCRMata your form collects.

Viewing Form Responses

• Viewing Form Responses Click the bar-chart “Responses” option next to any form in the Actions column to open its Form Responses page.Four summary cards show Total Responses, Today’s Responses, Form Fields (active input fields), and Form Link Status (Active/Inactive).
• Use “Copy Form Link” at the top of the page to grab the form’s public URL, or “Back” to return to the form list. Use the search bar, and the Filters panel (Date and Priority) to narrow results, then click Apply to filter or Clear to reset.
• The responses table lists each submission’s #, Responder (name and email), Category, Priority, Submitted (relative time and exact timestamp), and Actions (view or delete). Results are paginated at the bottom of the table, showing the current range and total count.

Converting Forms into Module

• Converting Forms into Module Form Builder allows you to convert your custom forms into other platform modules through the Conversion Settings panel.
• Click the lightning-bolt “Convert” option next to a form in the Actions column to open its “Convert To” page.
• Enable Conversion: Toggle on to automatically create records from form submissions.
• Target Module: Choose the module you want submissions converted into from the dropdown.
• Once a target module is selected, a mapping panel appears where you match form fields to the corresponding fields on that module’s records.
• Click “Save Settings” to apply your conversion configuration.
• Suppose if you select the lead feature from the CRM module, then the response that you have got in this form can be added on the lead page of the CRM module.

Creating a New Form

• Click on the “Create” button located at the top of the page.
• Form Name: Enter a descriptive name for your form
• Enable/Disable Toggle: Control form availability (Active/Inactive)
• Default Layout: Choose from Single Column, Two Column, or Card Layout
• Real-time form statistics showing total fields and required fields count
• Available field types panel with 12 different field options
• Visual form preview with click-to-add field functionality

Some of the modules you can convert forms into include:

Schedule Meeting

Creating a Zoom Meeting Click “Schedule Meeting” to open the Create Zoom Meeting form:

• Title: Enter a name for the meeting.
• Description: Add optional details about the meeting.
• Meeting Password: Set an optional password for participants to join.
• Start Time: Select the date and time the meeting will begin.
• Duration: Enter the meeting length.
• Meeting Features: Toggle on any combination of Host Video, Participant Video, Waiting Room, and Recording.
• Status: Choose one of four states for the meeting:
• Scheduled: Meeting not started yet.
• Started: Meeting is live.
• Ended: Meeting has ended.
• Cancelled: Meeting is cancelled.
• Participants: Select participants to invite from the dropdown.
• Host: Select the meeting host from the dropdown.

Once all required fields are filled in, click “Create” to schedule the meeting, or “Cancel” to close the form without saving.

Timesheet Grid

Hours are displayed in a monthly grid, with each row representing an employee and each column representing a day of the month (with the weekday shown below the date).

• Employees: The employee’s name, photo, and email address
• Daily columns: The hours (and minutes) logged by that employee for each day.
• Total: The employee’s total hours logged for the month, shown in the last column

A Daily Total row at the bottom sums the hours logged by all employees for each day, with a grand Total in the bottom right corner.

Create Timesheet

Clicking the “Create” button opens the Create Timesheet form. In this form:

• Type: Select the entry type – Clock In/Out, Project, or Manual
• User: Select the employee from the dropdown
• Date: Select the date the hours were worked (defaults to today)
• Hours: Enter the number of hours worked
• Minutes: Select the number of minutes worked from the dropdown
• Notes: Enter any additional notes about the entry

9.1.1 Manage Customers

• To add a new customer, click the “Create” button at the top of the corner on the customer page. Fill in the required details, such as selecting the user from the dropdown. Only unassigned users with the Client role will be available for selection.
• Enter the Company Name, Contact Person, Email, Mobile Number, Tax Number, Payment Terms, Billing Name, Billing Address, Address Line 2, City, State, Country, Zip Code.
• You can select “Shipping address same as billing” to automatically fill in the details. You may also include optional notes if needed. Enter the Shipping Name, Shipping Address, Address Line 2, City, State, Country, Zip Code, and Notes.
• The Manage Customers page displays all registered customers with details such as User, Customer Code, Company Name, Contact Person, Email, and Tax Number. Use the Search bar to find a specific record.
• And filters in the dropdowns (Customer Code, Company Name, and Tax Number) to narrow results. Then click ‘Apply’ to activate filters or ‘Clear’ to reset them. Toggle between List and Grid view using the icons at the top right.
• You can use the Action icons: the View button to see the customer details, the Edit button to modify the details, or the Delete button to remove the details of any customer record.
• The View Report button opens the Customer Detail page, which shows a full financial summary for that customer, including Sales Invoiced, Sales Returns, and Total Credit Notes.
• Set a Start Date and End Date, click Generate to load the report, and use Download PDF to export it. Below the summary, the page lists all Sales Invoices, Sales Returns, Credit Notes, and Customer Payments linked to that customer.
• When a customer’s user account is disabled, the actions are locked, and a ‘User is disabled’ note appears in place of the available options.

9.1.2 Manage Vendors

• To add a new vendor, click the “Create” button to open the Create Vendor form. Start by selecting a User from the dropdown; only users with the vendor role who are not already assigned to another vendor will appear in this list. If no user exists, click “Create user” to add one.
• Enter the Company Name, Contact Person, and Email. Add the Mobile Number, Tax Number, Payment Terms, Billing Name, Billing Address, Address Line 2, City, State, Country, and Zip Code.
• For the shipping address, either check “Shipping address same as billing” to auto-fill the shipping details. Or manually enter the Shipping Name, Shipping Address, Address Line 2, City, State, Country, and Zip Code. Add any optional Notes if needed.
• The Manage Vendors page displays all registered vendors with details such as User, Vendor Code, Company Name, Contact Person, Email, and Tax Number. Use the Search bar to find a specific vendor, or click Filters to narrow results by Vendor Code, Company Name, and Tax Number, then click Apply to activate the filters or Clear to reset them. Toggle between List and Grid view using the icons at the top right
• In the action column, you can use the View button to see the customer details, the Edit button to modify the details, or the Delete button to remove the details of any customer record.
• The ViewReport button opens the Vendor Detail page, which shows a complete financial overview for that vendor, including Total Billed, Total Returns, Total Debit Notes, Total Payments, and Balance.
• Set a Start Date and End Date, click Generate to load the report, and use Download PDF to export it. Below the summary, the page lists all Purchase Invoices, Purchase Returns, Debit Notes, and Vendor Payments linked to that vendor.

9.1.3 Manage Revenues

• Click “Create” to create a new revenue entry, which will open the Create Revenue form. In this form, you need to enter details such as the revenue date, category (select the appropriate revenue type), bank account (choose the account where the revenue will be received), chart of accounts (select the corresponding ledger account), and amount.
• The reference number is optional but recommended for tracking purposes. You can also add a description to provide context about the revenue source.
• The Manage Revenues page displays all revenue entries recorded in the system, showing Revenue Number, Date, Category, Bank Account, Chart of Account, Amount, Reference, Status, and Approved By. Use the Search bar or filters (Category, Status, Date Range, Bank Account) to locate specific records. Click “Apply” to filter and “Clear” to reset.
• Revenue statuses include: Draft (created but not yet submitted), Approved (reviewed and approved), and Posted (finalized and recorded in the ledger). For Draft entries, available actions are: Approve (submit for posting), View, Edit, and Delete.
• For Approved entries, the Post action is available to finalize the entry into the ledger. Posted entries can only be Viewed. Click any Revenue Number (blue hyperlink) to open its full details.

9.1.4 Manage Expenses

• Click “Create” to create a new expense entry, which will open the Create Expense form. In this form, you need to enter details such as the expense date, category (select the appropriate expense type), bank account (choose the account from which the expense will be debited), chart of account (select the corresponding ledger account), and amount. The reference number is optional but recommended for internal tracking. You can also add a description to provide context about the nature of the expense.
• The Manage Expenses page displays all expense entries recorded in the system, showing Expense Number, Date, Category, Bank Account, Chart of Account, Amount, Reference, Status, and Approved By. Use the Search bar or filters (Category, Status, Date Range, Bank Account) to find specific records. Click “Apply” to filter and “Clear” to reset.
• Expense statuses include: Draft (created but not yet submitted), Approved (reviewed and approved), and Posted (finalized and recorded in the ledger). For Draft entries, available actions are: Approve, View, Edit, and Delete. For Approved entries, the Post or View action is available to finalize the entry. Posted entries can only be Viewed. Click any Expense Number (blue hyperlink) to open its full details.

9.1.5 Banking

9.1.6 Customer Payments

• To add a new customer payment, click the “Create” button on the customer payment page. Set the Payment Date, select the Customer and Bank Account from their dropdowns, and add an optional Reference Number.
• The Outstanding Invoices panel lists the customer’s unpaid invoices; click Add to apply an invoice, and it appears under Payment Summary, where you can set the amount or remove it. Any Available Credit Notes for the customer appear alongside. Enter the Total Payment Amount, add optional Notes.
• The Manage Customer Payments page displays all company customer payments with details such as Payment Number, Customer, Payment Date, Amount, Bank Account, Status (Cleared, Pending, or Cancelled), and Actions.
• Use the Search bar to find a specific payment, or click Filters to narrow results by Customer, Status, and Date Range, then click “Apply” to activate the filters or “Clear” to reset them. Toggle between List and Grid view using the icons at the top right.
• Use the Actions column to manage payment records. For a Pending payment, click ‘Mark as Cleared’ to clear it, ‘Cancel Payment’ to cancel it, ‘View’ to see the payment details, or ‘Delete’ to remove the record. Once a payment is cleared or cancelled, only the View option remains available.
• When a payment is created from the customer side and the status is updated to ‘Mark as Cleared’, the sales invoice balance will be updated. Journal entries, bank transactions, bank balance, and customer balance will also be updated accordingly.

9.1.7 Vendor Payments

• To add a new vendor payment, click the “Create” button on the vendor payment page. You need to set the Payment Date, select the Vendor and Bank Account from their dropdowns, and add an optional Reference Number.
• The Outstanding Invoices panel lists the vendor’s unpaid invoices; click Add to apply an invoice, and it appears under Payment Summary where you can set the amount or remove it. Any Available Debit Notes for the vendor appear alongside. Enter the Total Payment Amount, add optional Notes.
• The Manage Vendor Payments page displays all company vendor payments with details such as Payment Number, Payment Date, Vendor, Bank Account, Amount, Status (Cleared, Pending, or Cancelled), and Actions.
• Use the Search bar to find a specific payment, or click Filters to narrow results by Vendor, Bank Account, Status, and Date Range, then click “Apply” to activate the filters or “Clear” to reset them. Toggle between List and Grid view using the icons at the top right.
• Use the Actions column to manage payment records. For a Pending payment, click ‘MarkasCleared’ to clear it, ‘CancelPayment’ to cancel it, ‘View’ to see the payment details, or ‘Delete’ to remove the record. Once a payment is cleared or cancelled, only the View option remains available.
• When a payment is created from the vendor side and the status is updated to ‘Mark as Cleared’, the purchase invoice balance will be updated. Journal entries, bank transactions, bank balance, and vendor balance will also be updated accordingly.

9.1.8 Debit Notes

• The Manage Debit Notes page displays all debit notes raised against vendors, typically generated when goods are returned to a vendor. Each record shows the Debit Note Number, linked Purchase Return, Vendor Name, Date, Total Amount, Balance, Status, and Approved By.
• Use the Search bar or filters (Vendor, Status, Purchase Return) to locate specific records. Click “Apply” to filter and “Clear” to reset. Debit note statuses include: Draft (pending approval), Approved (reviewed and confirmed), and Applied (fully or partially adjusted against vendor outstanding).
• For Draft entries, available actions are: Approve, View, and Delete. Approved and Applied entries can only be Viewed. Click any Debit Note Number or the linked Purchase Return number (blue hyperlinks) to open their respective details.

9.1.9 Credit Notes

• The Manage Credit Notes page displays all credit notes issued to customers, typically generated when a customer returns goods or when a credit adjustment is required. Each record shows the Credit Note Number, linked Sales Return, Customer Name, Date, Total Amount, Balance, Status, and Approved By.
• Use the Search bar or filters (Customer, Status, Sales Return) to locate specific records. Click “Apply” to filter and “Clear” to reset. Credit note statuses include: Draft (pending approval), Approved (reviewed and confirmed), and Applied (fully or partially adjusted against the customer’s outstanding balance). A negative Balance indicates the credit has been applied beyond the outstanding amount.
• For Draft entries, available actions are: Approve, View, and Delete. Approved and Applied entries can only be Viewed. Click any Credit Note Number or the linked Sales Return number (blue hyperlinks) to open their respective details.

9.1.10 Reports

• The Reports section provides five pre-built financial reports accessible via tabs at the top of the page: Invoice Aging, Bill Aging, Tax Summary, CustomerBalance, and Vendor Balance. Click on any tab to switch between report types. Each report can be generated for a specific date range and exported as a PDF using the Download PDF button.

9.1.11 Chart of Accounts

• Click “Create” to create a new account, which will open the Create Chart of Accounts form. In this form, you need to enter details such as the account type, account name, account code, normal balance (Debit or Credit), opening balance, and current balance (enter 0.00 for new accounts).
• Toggle “Is Active” ON to make the account usable in transactions. If the account falls under a parent account, select “Create as Sub Account”. You can also add an optional description for internal reference.
• The Manage Chart of Accounts page lists all financial ledger accounts in the system, displaying Account Code, Account Name, Account Type, Parent Account, Normal Balance (Debit/Credit), Opening Balance, Current Balance, and Status. Use filters (Account Type, Normal Balance, Status) to view specific account categories. Click “Apply” to filter and “Clear” to reset. Use the View or Edit icons to review or update any account.

9.1.12 System Setup

9.2.1 Manage Goals

• Click the “New Goal” to create a new goal. Enter the Goal Name, select Category from the dropdown, choose Goal Type or Priority from the dropdown. Add a Target Amount, set a Start Date with Target Date, select Chart of Account from the dropdown, and opptionaly add a Description.
• The Manage Goals page displays summary cards for Total Goals, Active, Completed, Draft, and TotalTarget, along with a Current Progress bar showing the total current amount against the overall target percentage.
• Below the summary cards, all financial and personal goals are listed showing Goal Name, Category, Type, Target Amount, Current Amount, Progress (displayed as a visual progress bar with percentage), Target Date, Priority, Status, and Actions.
• Use the Search bar or filters (Goal Type, Priority, Category) to locate specific goals. Click “Apply” to filter and “Clear” to reset. Use the All, Draft, Active, and Completed tabs to quickly switch between goal statuses, each showing a count of goals in that status.
• Goal statuses include Draft (not yet activated), Active (currently in progress), and Completed. For Draft goals, available actions are: Once the status becomes Active, it cannot be edited (activate the goal), ‘view‘, ‘edit‘, or ‘delete’. Once a goal becomes Active, it cannot be edited, only Viewed and Deleted.

9.2.2 Manage Milestones

• Click “New Milestone” to open the Create Milestone form. In this form, you need to select the goal from the dropdown and enter the milestone name, target amount, and target date. Description is optional to provide context about the milestone.
• The Manage Milestones page displays summary cards for Total Milestones, Achieved, Pending, Overdue, and Current Progress, along with a progress bar showing the total achieved amount against the overall achieved ratio.
• Below the summary cards, all milestones are listed, showing Milestone Name (with the associated Goal), Target/Achieved Amount, Progress (displayed as a visual progress bar with percentage), Achieved Date, Target Date, Status, and Actions.
• Use the Search bar or filters (Goal, Target Date Range) to locate specific milestones. Click “Apply” to filter and “Clear” to reset. Use the All, Pending, and Achieved tabs to quickly switch between milestone statuses, each showing a count of milestones in that status.
• Milestone statuses include Pending (not yet reached) and Achieved (target reached). Available actions for each milestone are Edit and Delete.

9.2.3 Manage Tracking

• Click “New Tracking” to open the Create Tracking form. In this form, you need to select a goal from the dropdown and set the tracking date, previous amount, contribution amount, current amount, progress percentage, and days remaining. Optional fields include projected completion date and status.
• The Manage Tracking page displays summary cards for Total Trackings, On Track, Behind, Critical, and TotalContributions, showing the overall status distribution and cumulative contribution amount.
• Below the summary cards, all tracking records are listed, showing Goal (with the associated Goal Type), Date (with days remaining), Contribution/Current Amount, Progress (displayed as a visual progress bar with percentage), Status, and Actions.
• Use the Search bar or filters (Goal, Date Range) to locate specific tracking records. Click “Apply” to filter and “Clear” to reset. Use the All, Ahead, On Track, Behind, and Critical tabs to quickly switch between tracking statuses, each showing a count of records in that status.
• Tracking statuses include Ahead, On Track, Behind, and Critical, based on progress toward the goal. Available actions for each tracking record are View, Edit, and Delete.

9.2.4 Manage Contributions

• On the Manage Contributions page, use the Add New Contribution panel to record a new contribution. Select a goal from the dropdown, and set the date, amount. Optionally, add notes to provide context about the contribution, then click Add Contribution to save.
• All contribution records are listed on the right showing Goal (with a short note/description), Date, Amount, Type, and Actions.
• Use the Search bar or filters (Goal, Type) to locate specific contributions. Click “Apply” to filter and “Clear” to reset.
• Contribution types include Manual (added by the user) and Automatic (recorded via scheduled or system-driven transfers). Available actions for each contribution are Edit and Delete.

9.2.5 Manage Categories

• On the Manage Categories page, use the Add New Category panel to create a new category. Enter the category name and category code. Optionally, add a description to provide context about the category, and toggle Is Active to set the category’s status, then click Add Category to save.
• All category records are listed on the right showing Category (with a short description), Code, Status, and Actions.
• Use the Search bar or the Status filter to locate specific categories. Click “Apply” to filter and “Clear” to reset.
• Category status is either Active or Inactive. Available actions for each category are Edit and Delete.

9.3.1 Manage Budget

• Click “Create” to create a new budget, which will open the Create Budget form. In this form, you need to enter the Budget Name, Budget Period (select the relevant period this budget belongs to), and Budget Type (select either Operational or Capital).
• The Manage Budget page displays all budgets created in the system, showing Budget Name, Period, Type, Amount, Status, and Approved By.
• Use the Search bar or filters (Budget Period, Type, Status) to locate specific budgets. Click “Apply” to filter and “Clear”to reset. Budget types are displayed as color-coded badges: Operational (purple) and Capital (orange).
• Budget statuses include: Draft (created but not yet submitted), Active (submitted and in use), and Approved (reviewed and finalized). For Draft budgets, available actions are: Approve (submit the budget for activation), Edit, and Delete. For Active budgets, the Close action is available to finalize and lock the budget. Approved budgets can only be Activated using the play icon.

9.3.2 Budget Monitoring

• The Budget Monitoring page provides a time-based view of budget performance, showing how each budget’s spending has progressed over time. Each record displays the Budget Name, Date, Allocated Amount, Spent Amount, Remaining Amount, and Variance Percentage.
• Use the Search bar or filters (Budget, Date Range) to monitor specific budgets over a defined period. Click “Apply” to filter and “Clear” to reset.
• The Variance % column indicates the difference between the allocated and spent amounts as a percentage. A positive variance means the budget has unspent funds remaining, while a negative variance indicates overspending beyond the allocated amount.
• This page is read-only and is automatically updated as expenses are recorded against the budget; no manual entries are required.

9.3.3 Budget Allocations

• Click “Create” to create a new budget allocation, which will open the Create Budget Allocation form. In this form, you need to enter the Budget (select the budget this allocation belongs to), Account (select the account to which funds are being allocated), and Allocated Amount (the total funds assigned to this account).
• The Manage Budget Allocations page displays a breakdown of how each budget’s funds are distributed across different accounts, showing Budget Name, Account, Allocated Amount, Spent Amount, and Remaining Amount.
• Use the Search bar or filters (Budget, Account) to locate specific allocation records. Click “Apply” to filter and “Clear” to reset.
• The Remaining Amount column reflects the unspent balance for each allocation in real time. All allocation records can be Edited or Deleted using the action icons.

9.3.4 Budget Periods

• Click “Create” to create a new budget period, which will open the Create Budget Period form. In this form, you need to enter the Period Name, Financial Yea, Start Date, and End Date.
• The Manage Budget Periods page displays all defined budget periods, showing Period Name, Financial Year, Start Date, End Date, Status, and Approved By.
• Use the Search bar or filters (Financial Year, Status, Date Range) to locate specific periods. Click “Apply” to filter and “Clear” to reset.
• Budget period statuses include: Active (currently open for budget entries) and Closed (period has been finalized and no further changes are allowed). For Active periods, the Close action is available in the Actions column to formally close the period once it ends.

9.4.1 Ledger Summary

• The Ledger Summary Report provides a concise overview of all ledger accounts, summarising their transactions with debits and credits over a selected date range. This helps users understand account movements and balances at a glance.
• On the Ledger Summary page, you’ll find a complete view of all your account ledgers, including their transaction histories and balances.
• At the top of the page, there is a search bar where you can search for specific ledger entries by typing account code, name, or description.
• There is also an option of filtering, where you can select a specific account from the dropdown, and choose a date range using the “From Date” and “To Date” fields. After selecting your filters, click the “Apply” button to view the filtered results.
• You can easily clear all filters by clicking the “Clear” button to view all ledger entries again.
• The ledger summary displays all posted journal entries in a table format, showing the Date, Account Code, Account Name, Reference, Description, Debit amount, and Credit amount for each transaction.
• This page also allows you to download the ledger data as a PDF or print it directly, which can be useful for audits, reviews, or offline records. Simply click the “Download PDF” or print icon button at the top right.

9.4.2 Trial Balance

• The Trial Balance report compiles the ending balances of all the accounts to ensure that total debits equal total credits. It includes data from all transactions such as invoices, bills, payments, revenue entries, Vendor Payment, and Bank Transfer, etc…
• The trial balance data is automatically generated from all your business transactions across all modules that are connected with the Account system.
• When you create invoices, record payments, make purchases, or perform any financial transaction in connected modules, journal entries are automatically created in the background.
• The trial balance pulls data from these automatically generated journal entries and displays the current balances of all your accounts.
• In the Trial Balance section, you can view a consolidated list of all your account balances, ensuring that total debits match total credits.
• At the top of the page, you can select the date range for which you want to generate the trial balance using the “From Date” and “To Date” fields. Once you’ve selected your dates, click the “Generate” button to create the report.
• The page displays two summary cards showing the Total Debit and Total Credit amounts prominently. When your books are balanced, these two amounts will be equal, confirming the accuracy of your financial records.
• Below the summary cards, the trial balance displays all accounts in a table format with four columns: Account Code, Account Name, Debit, and Credit. Each account shows its current balance in either the debit or credit column.
• At the bottom of the table, you’ll see the TOTAL row, which sums up all debit and credit amounts. This is where you can quickly verify that your total debits equal total credits, confirming your books are balanced.
• Like other sections, this report can be downloaded as a PDF or printed for documentation or reviewed periodically to maintain financial accuracy. Simply click the “Download PDF” or print icon button at the top right.

9.4.3 Balance Sheet

• When you open the Balance Sheets page, you’ll see the balance sheet for the most recent period. To generate a new balance sheet, simply click the “Generate Balance Sheet” button at the top right corner.
• First, select the balance sheet date. And Add a Financial Year. This is the date for which you want to see your financial position (like month-end or year-end).
• Below, this details you’ll see a section called “How it works” that explains what the system will do when generating the balance sheet.
• In the How it works section, you’ll see the details, like how the system will calculate balances for all accounts up to the selected date. Accounts will be automatically sorted into Assets, Liabilities, and Equity.
• The system will check that your balance sheet is balanced (Assets = Liabilities + Equity). You can review and finalise the balance sheet after generation. Click the “Generate” button to create the balance sheet.
• After you click Generate, you’ll see the balance sheet details page. At the top, there are three matrix cards showing your Total Assets, Total Liabilities, and Total Equity.
• Below these boxes, you’ll see the complete balance sheet divided into two sides: “Liabilities & Equity” on the left and “Assets” on the right.
• On the Assets side, accounts are grouped into categories like Current Assets (cash, accounts receivable, inventory), Other Assets (like tax receivable), and Fixed Assets (equipment, buildings). Each account shows its code number and current balance.
• On the Liabilities & Equity side, you’ll see Current Liabilities (accounts payable, taxes owed), Long-term Liabilities (long-term loans), and Equity (retained earnings). Each shows its code number and balance.
• At the top of the balance sheet, there’s a date dropdown. If you have multiple balance sheets, you can click this to switch between different dates.
• At the top, you’ll find several action buttons, including “Add Note,” which allows you to add a note by entering the note title or content, or simply by clicking the “Add Note” button.
• “Compare,” which allows you to select a balance sheet from the dropdown and compare it with another, but this option is only available if both balance sheets are finalized. “Download PDF,” which enables you to download the balance sheet as a PDF file, and “Finalise,” which changes the status from draft to final when clicked.
• On the right side, you can see two status badges: one shows if the balance sheet is balanced, and another shows if it’s in draft or finalised status.
• When a balance sheet is in Draft status, you can make changes, add notes, or delete it. Once you click Finalise, it becomes permanent, and you cannot change or delete it anymore.
• A finalised balance sheet is your official record. You can use finalised balance sheets to compare different time periods.
• At the top right corner, you’ll find the “All Balance Sheets” button. Clicking it will take you to a comprehensive list of all your previously created balance sheets. Each row displays the date, financial year, total assets, total liabilities, total equity, balance status (Yes/No), the current status (Draft/Finalised), and available action buttons.
• In the list page at the top, there’s a search box where you can search by financial year. Next to it, there’s a filter dropdown to filter by status. After selecting your filter, click “Apply” to see the results or “Clear” to remove the filter.
• Available actions you can use view to see the balance sheet, download pdf to download the balance sheet file as a PDF, or finalise to convert the draft status into the finalised, or delete to remove the existing balance sheet record.
• By clicking the “View Comparisons” button, you’ll be directed to the Balance Sheet Comparisons page, where the system displays your entire comparison history in an easily accessible, clickable format.
• Next, click the Year-End Close button to end your financial year and close your books. You will need to enter the financial year you wish to close and select the closing date.
• Below the details, you’ll find an important warning stating that this action will close all revenue and expense accounts, transfer your profit or loss to retained earnings, create opening balances for the next year, and cannot be undone; click the Close Year button to complete the year-end closing.
• After the year-end close finishes, the system automatically handles all the closing processes and sets up the new year.
• Important: You can only close each financial year once, and you cannot undo it. Make sure all your transactions for the year are entered and correct before closing.
• During the year-end close, the system first checks if the year has already been closed to avoid any mistakes. Then, it reviews your income and expense accounts to see their balances.
• It generates a special journal entry that resets all income and expense accounts to zero, carries them forward to the new year, and transfers the profit or loss into the Retained Earnings account.
• After posting this entry, the system calculates the opening balances for the new year based on where your accounts ended, creating new records for all your balance sheet accounts, like assets, liabilities, and equity. Finally, it updates your chart of accounts with these new balances, ensuring everything is ready for the start of the new financial year.
• Choose to toggle between Horizontal and Vertical view to see the balance sheet in different formats.

9.4.4 Profit & Loss Statement

• The Profit & Loss section provides a detailed breakdown of your income and expenses over a chosen period, helping you understand your net profit or loss.
• The profit and loss data is automatically generated from all your business transactions across all modules that are connected with the Account system. When you create invoices, record sales, pay bills, or record expenses, journal entries are automatically created in the background. The profit and loss statement uses these entries to show your financial performance.
• On the Profit & Loss page, the date range is displayed at the top, where you can select the “From Date” and “To Date” to generate reports. You can generate reports for any period: a week, month, quarter, or full year.
• The page displays three summary cards showing the TotalRevenue, TotalExpenses, and Net Profit. You can see the” net profit” or” net loss” easily; the amount will be calculated automatically.
• Below the summary cards, the report is divided into two sections: “Revenue” on the left and “Expenses” on the right.
• The Revenue section lists all your income accounts, showing how much money you earned from each source during the selected period. At the bottom, you’ll see “Total Revenue,” which sums up all income.
• The Expenses section lists all your expense accounts, showing how much money you spent in each category during the selected period. At the bottom, you’ll see “Total Expenses,” which sums up all spending.
• At the very bottom of the report, you’ll see “Net Profit,”which is calculated as: Total Revenue minus Total Expenses. If expenses are higher than revenue, you’ll see a “Net Loss”.
• You also have the option to download the report as a PDF or print it directly. Simply click the “Download PDF” or print icon button at the top right.

9.4.5 Reports

• In the Report section, you can see detailed reports of your business transactions and account activities.
• On the Reports page, there are six tabs at the top: Journal Entry, General Ledger, Account Statement, Account Balance, Cash Flow, and Expense Report. You can click on any tab to switch between different reports.
• On each report page, there is a filtering option where you can select the date range using the “From Date” and “To Date” fields. Some reports also have additional filters like status or account type.
• After selecting your filters, click the “Generate” button to display the report. You can click “Clear” to remove all filters.
• You can download any report as a PDF or print it directly using the buttons at the top right.
• The Journal Entry Report displays all journal entries with Journal, Date, Reference, Description, Total Debit, Total Credit, and Status, allowing filtering by status (Posted, Draft, or All Status), and includes expandable details for each entry showing Account Code, Account Name, Description, Debit, and Credit amounts.
• The General Ledger Report displays all transactions for a specific account, including dates, descriptions, debit/credit amounts, and running balance, with options to select the account and date range for the report.
• The Account Statement Report is similar to the General Ledger but formatted as a statement, making it useful for account reconciliation.
• The Account Balance Report shows the current balances of all accounts as of a specific date, with options to filter by account type (Assets, Liabilities, Equity, Revenue, Expenses), show or hide zero balances, and display subtotals by account type along with a Grand Total at the bottom.
• The Cash Flow Report shows cash movements for a selected period, highlighting Beginning Cash, Net Cash Flow, and Ending Cash, with sections for Operating, Investing, and Financing Activities, and a Net Increase/Decrease in Cash at the bottom.
• The Expense Report lists all expense accounts with amounts sorted from highest to lowest, showing Total Expenses at the bottom, and includes data only from posted journal entries, excluding draft entries.

10.1.1 Manage Employees

• Click “Create Employee” to open the Create Employee form, which is divided into six steps: Personal, Employment, Contact, Banking, Hours & Rates, and Documents.
• In the Personal step, the Employee ID is auto-generated. Enter the date of birth and select the gender (radio button options for Male, Female, and Other).
• In the Employment step, select the user and shift from the dropdown. choose the date of joining, employment type, branch, department, and designation. Branch, Department, and Designation must be selected in order, since each field depends on the previous selection.
• In the Contact step, enter Address Line 1, city, state, country, postal code, emergency contact name, emergency contact relationship, and emergency contact number. Address Line 2 is optional.
• In the Banking step, enter the bank name, account holder name, account number, bank identifier code, and bank branch. Tax Payer Id is optional.
• In the Hours & Rates step, enter the basic salary, hours per day, days per week, and rate per hour.
• In the Documents step, click Add Document to attach employee documents. For each document, select the document type and choose the document file. Click Remove to delete an added document row.
• The Employees page displays summary cards for Total Employees, Full Time, PartTime, Temporary, and Contract, showing the count and percentage of total for each employment type.
• Below the summary cards, all employee records are listed showing Employee Name (with email), Employee Id, Branch, Department, Designation, Employment Type, Date Of Joining, and Actions. Toggle between List and Grid view using the icons at the top right.
• Use the Search bar or filters (Branch, Department, Gender) to locate specific employees. Click “Apply” to filter and “Clear” to reset. Use the All, Full Time, Part Time, Temporary, and Contract tabs to quickly switch between employment types, each showing a count of employees in that type. Available actions for each employee are View, Edit, and Delete.

10.1.2 Attendance

10.1.3 Leave Management

10.1.4 Payslip

10.1.5 Manage Holidays

• Click “Create” to create a new holiday, which will open the Create Holiday form. In this form, you need to enter the Name, Start Date, End Date, Holiday Type (e.g., Regional, International, Traditional, Festival, Independence, Memorial, Seasonal, Cultural, or Local Holiday), and Description.
• You may also toggle Is Paid ON if the holiday is a paid day off, Is Sync Google Calendar ON to sync it to Google Calendar, and Is Sync Outlook Calendar ON to sync it to Outlook Calendar.
• The Manage Holidays page displays all declared holidays, showing Holiday Name, Start Date, End Date, Holiday Type, and Paid status (Yes/No). Use the Search bar or filter by Holiday Type to locate specific records. Click “Apply” to filter and “Clear” to reset. All holidays can be Viewed, Edited, or Deleted using the action icons.

10.1.6 Manage Announcements

• Click “Create” to create a new announcement record, which will open the Create Announcement form. In this form, you need to enter the Title, select Announcement Category from the dropdown, choose Department or Priority from the dropdown, and set Start Date, and End Date. You may also add an optional Description to provide additional context.
• The Manage Announcements page displays a list of company announcements with the following columns, including Title with category, Start Date, End Date, Priority, Status, Approved By, and Action.
• Use the search bar to look up specific announcements. Click Filters to expand the panel, where you can set a Priority and click “Apply” to filter results or “Clear” to reset just that field. Below, status tabs (All, Active, Draft, Inactive) show the record count for each status.
• In the available action column, Click the ‘Update Status’ button to open the Update Announcement Status form, where you can select a new status from the dropdown (Active, Inactive, and Draft) and click Update Status to confirm. All announcement records can be ‘View’ to open the full announcement details, ‘Edit’ to edit the announcement, and ‘Delete’ to remove it from the list.

10.1.7 Manage Events

• Click “Create” to create a new event record, which will open the Create Event form. In this form, you need to enter the Title, Event Type, Departments, Start Date, End Date, Start Time, End Time, Location, and colour, and add an optional Description.
• The Manage Events page displays all event records, showing Title with Event Type, Start Date, End Date, Start Time, End Time, Status, Approved By, and Action.
• Use the search bar to look up specific events. Click Filters to expand the panel, where you can set an Event Type and click “Apply” to filter results or “Clear” to reset just that field. Below, status tabs (All, Pending, Approved, Reject) show the record count for each status.
• In the Actions column, click Update Status to open the Update Event Status form. Select the new status from the dropdown (Pending, Approved, or Rejected) and click Update Status to confirm the change. The Update Status option is available only for events that are currently Pending.
• For all event records, you can use the View option to see complete event details, Edit to modify the event information, or Delete to remove the event from the list.
• Click the Calendar button at the top right to switch to the Events Calendar view, which displays events in a monthly, weekly, or daily calendar layout. Use the navigation arrows to move between months and click Today to return to the current date. All events are also listed on the right panel with their event type, date, time, and description.

10.1.8 Manage Documents

• Click “Create” to create a new document record, which will open the Create Document form. In this form, you need to enter the Title, Document Category, Description, and upload the Document file using the Browse button.
• The Manage Documents page displays all document records, showing Title with Document Category, Effective Date, Uploaded By, Approved By, Status, and Document.
• Use the search bar to look up specific documents. Click Filters to expand the panel, where you can set a Document Category and click “Apply” to filter results or “Clear” to reset just that field. Below, status tabs (All, Pending, Approved, Rejected) show the record count for each status.
• In the Actions column, click Update Status to open the Update Document Status form. Select the new status from the dropdown (Pending, Approved, or Rejected) and click Save to confirm the change. The Update Status option is available only for documents that are currently Pending.
• Click Download to download the document; available only for documents that are Approved.
• For all document records, you can use the View option to see complete document details, Edit to modify the document information, or Delete to remove the document from the list.

10.1.9 Manage Acknowledgments

• Click “Create” to add a new acknowledgment record, which will open the Create Acknowledgment form. In this form, select the Employee from the dropdown, select the Document to be acknowledged from the dropdown, and enter an Acknowledgment Note.
• The Manage Acknowledgments page displays all acknowledgment records, showing Employee, Document, Status, Acknowledged At, and Assigned By.
• Use the search bar to look up records by employee or document name. Click Filters to expand the panel, where you can set an Employee and Document filter, then click “Apply” to filter results or “Clear” to reset both fields. Below, status tabs (All, Pending, Acknowledged) show the record count for each status.
• In the Actions column, click Update Status to open the Update Status form. This shows the selected Employee (read-only) and a Status dropdown to select the new status (Pending or Acknowledged). Click Save to confirm the change. The Update Status option is available only for records that are currently Pending.
• Click Download to download the record; available only for records that are Acknowledged.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.10 Manage Awards

• Click “Create” to create a new award, which will open the Create Award form. In this form, you need to enter the Employee, Award Type (e.g., Culture Champion, Long Service Award, Best Problem Solver), and Award Date.
• You may also add an optional Description to provide context about why the award is being given, and upload a Certificate file using the Browse button.
• The Manage Awards page displays all awards given to employees, showing Employee Name, Award Type, Award Date, and a Certificate icon (click to view the uploaded certificate). Use the Search bar or filters (Employee, Award Type) to locate specific records. Click “Apply” to filter and “Clear” to reset. All award records can be Viewed, Edited, or Deleted using the action icons.

10.1.11 Manage Promotions

• Click “Create” to add a new promotion record, which will open the Create Promotion form. In this form, select the Employee from the dropdown, then select the Current Branch, the Current Department dropdown becomes enabled only after a branch is selected, and the Current Designation dropdown becomes enabled only after a department is selected. Select the Effective Date (the date the promotion takes effect).
• You may also enter an optional Reason to explain the basis for the promotion, this field includes an AI-assist icon to help generate the text, and optionally click Browse to upload a supporting Document.
• The Manage Promotions page displays all promotion records, showing Employee Name, Previous Branch, Current Branch, Current Designation, Effective Date, Status, and Approved By.
• Use the search bar to look up specific promotions. Click Filters to expand the panel, where you can set an Employee and click “Apply” to filter results or “Clear” to reset just that field. Below, status tabs (All, Pending, Approved, Rejected) show the record count for each status.
• In the Actions column, click Status to open the Update Promotion Status form. Select the new status from the dropdown (Pending, Approved, or Rejected) and click Save to confirm the change. The Status option is available only for records that are currently Pending.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.12 Employee Transfers

• Click “Create Employee Transfer” to open the Create Employee Transfer form. Select the Employee, To Branch, To Department, and To Designation (all required; To Department and the To Designation must be selected in order, since each field depends on the previous selection). Enter the Effective Date and Reason, and optionally attach a supporting Document via Browse.
• The Manage Employee Transfers page displays all transfer records, showing Employee Name (the employee’s name, photo, and email address), Transfer Path, Status, Effective Date, Approved By, and Document. Use the Search bar or filter by Employee and Status to locate specific records. Click “Apply” to filter and “Clear” to reset. Status tabs (All, Pending, Approved, In Progress, Rejected, and Cancelled) show the record count for each status.
• In the Actions column, click the Status option to update the transfer status; available only for records that are currently Pending or In Progress.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.13 Manage Warnings

• Click “Create” to add a new warning record, which will open the Create Warning form. In this form, select the Employee from the dropdown, then select Warning By; the Warning Type dropdown becomes enabled only after “Warning By” is selected. Enter the subject, select the Severity from the dropdown, and set the Warning Date.
• You may also enter an optional Description to provide additional context, and optionally click Browse to upload a supporting Document.
• The Manage Warnings page displays all warning records, showing Employee Name (the employee’s name, photo, and email address), Warning By (the issuer’s name, photo, and email address), Subject (the warning title along with its category tag), Severity, Warning Date, Status, and Document.
• Use the Search bar to look up specific records, and refine the list by selecting an Employee from the dropdown. Click “Apply” to filter and “Clear” to reset. Status tabs (All, Pending, Approved, Rejected) show the record count for each status.
• In the Actions column, click the Response option to open the Response form, where you can select the new Warning Status from the dropdown (Approved, Pending, and Rejected) and enter a Response, then click Save to confirm; available only for records that are currently Pending.
• If a supporting document has been attached to the warning, a Download Document option is also available.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.14 Manage Complaints

• Click “Create” to add a new complaint record, which will open the Create Complaint form. In this form, select the Employee (the person filing the complaint) and the Against Employee (the person the complaint is against) from the dropdowns, then select the Complaint Type from the dropdown.
• Enter the Subject and Description; each field includes an AI-assist icon to help generate the text. Select the Complaint Date, and optionally click Browse to upload a supporting Document.
• The Manage Complaints page displays all complaint records, showing Employee Name (the complainant’s name, photo, and email address), Against Employee (the name, photo, and email address of the employee the complaint is against), Subject (the complaint title along with its category tag), Complaint Date, Status, and Document.
• Use the Search bar to look up specific records, and refine the list by selecting an Employee or Complaint Type from the dropdowns. Click “Apply” to filter and “Clear” to reset. Status tabs (All, Pending, In Review, Assigned, In Progress, Resolved) show the record count for each status.
• In the Actions column, click Manage Status to open the Update Complaint Status form, where you can select the new status from the dropdown (Pending, In Review, Assigned, In Progress, Resolved) and click Save to confirm the change.
• If a supporting document has been attached to the complaint, a Download option is also available.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.15 Manage Resignations

• Click “Create” to add a new resignation record, which will open the Create Resignation form. In this form, select the Employee from the dropdown, then select the Last Working Date and enter a Reason.Enter the description; optionally click Browse to upload a supporting Document.
• The Manage Resignations page displays all resignation records, showing Employee (the employee’s name, photo, and email address), Last Working Date, Status, Document, and Approved By.
• Use the Search bar to look up specific records, and refine the list by selecting an Employee from the dropdown. Click “Apply” to filter and “Clear” to reset. Status tabs (All, Pending, Accepted, Rejected) show the record count for each status.
• In the Actions column, click Update Status to open the Update Resignation Status form, where you can select the new status from the dropdown (Pending, Accepted, Rejected) and click Save to confirm the change. This option is available only for records that are currently Pending.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.16 Manage Terminations

• Click “Create” to add a new termination record, which will open the Create Termination form. In this form, select the Employee from the dropdown, then select the Termination Type from the dropdown, set the Notice Date and Termination Date, and enter a Reason. Enter the Description; optionally click Browse to upload a supporting Document.
• The Manage Terminations page displays all termination records, showing Employee Name (the employee’s name, photo, and email address), Termination Type, Notice Date, Termination Date, Document, Status, and Approved By.
• Use the Search bar to look up specific records, and refine the list by selecting an Employee from the dropdown. Click “Apply” to filter and “Clear” to reset. Status tabs (All, Pending, Approved, Rejected) show the record count for each status.
• In the Actions column, click Status to open the Update Termination Status form, where you can select the new status from the dropdown (Pending, Approved, Rejected) and click Save to confirm the change. This option is available only for records that are currently Pending.
• For all records, you can use the View option to see complete details, Edit to modify the information, or Delete to remove the record from the list.

10.1.17 System Setup

The System Setup section allows administrators to configure foundational data used throughout the system. It is accessible from the left-side navigation panel and includes the following sections: Branches, Departments, Designations, Document Types, Award Types, Termination Types, Warning Types, Complaint Types, Holiday Types, Document Categories, Announcement Categories, Event Types, Allowance Types, Deduction Types, Loan Types, Working Days, and IP Restricts. Each section lists existing entries and provides Edit and Delete action icons for managing records.

• Branches – Displays a list of all branches with their Branch Name. Click “Create” to open the Create Branch form, where you enter the Branch Name and click Create.
• Departments – Displays all departments with their Department Name and associated Branch. Click “Create” to open the Create Department form, where you enter the Department Name and select a Branch, then click Create.
• Designations – Displays all designations with their Designation Name, Branch, and Department. Click “Create” to open the Create Designation form, where you enter the Designation Name, select a Branch, and then select a Department. Note that a Branch must be selected first before the Department dropdown becomes available.
• Document Types – Displays all document types with their Document Name, Description, and whether the document Is Required. Click “Create” to open the Document Type form, where you enter the Document Name, an optional Description, and toggle the Is Required switch as needed, then click Create.
• Award Types – Displays all award types with their Name and Description. Click “Create” to open the Create Award Type form, where you enter the Name and an optional Description, then click Create.
• Termination Types – Displays all termination types with their Termination Type name. Click “Create” to add a new termination type. All entries can be Edited and Deleted using the action icons.
• Warning Types – Displays all warning types with their Warning Type Name. Click “Create” to open the Create Warning Type form, where you enter the Warning Type Name and click Create. All entries can be Edited and Deleted using the action icons.
• Complaint Types – Displays all complaint types with their Complaint Type name. Click “Create” to open the Create Complaint Type form, where you enter the Complaint Type and click Create. All entries can be Edited and Deleted using the action icons.
• Holiday Types – Displays all holiday types with their Holiday Type name. Click “Create” to open the Create Holiday Type form, where you enter the Holiday Type and click Create. All entries can be Edited and Deleted using the action icons.
• Document Categories – Displays all document categories with their Document Type name and Status (Enabled or Disabled). Click “Create” to open the Create Document Category form, where you enter the Document Type name and toggle the Enable/Disable switch to set its status, then click Create. All entries can be Edited and Deleted using the action icons.
• Announcement Categories – Displays all announcement categories with their Announcement Category name. Click “Create” to open the Create Announcement Category form, where you enter the Announcement Category and click Create. All entries can be Edited and Deleted using the action icons.
• Event Types – Displays all event types with their Event Type name. Click “Create” to open the Create Event Type form, where you enter the Event Type and click Create. All entries can be Edited and Deleted using the action icons.
• Allowance Types – Displays all allowance types with their Name and Description. Click “Create” to open the Create Allowance Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Deduction Types – Displays all deduction types with their Name and Description. Click “Create” to open the Create Deduction Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Loan Types – Displays all loan types with their Name and Description. Click “Create” to open the Create Loan Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
• Working Days – Allows administrators to define the working days for the organization. Check or uncheck the boxes next to each day of the week (Monday through Sunday) to mark them as working days. Click Save to apply the changes.
• IP Restricts – Displays a list of allowed IP addresses with their IP value. Use the IP Restrict toggle at the top right to turn IP restriction On or Off for the entire system. Click “Create” to open the Create IP Restrict form, where you enter the IP address and click Create. All IP entries can be Edited and Deleted using the action icons.

10.2.1 Employee Reviews

• Click “Create” to create a new employee review, which will open the Create Employee Review form. In this form, you need to enter the Employee, Reviewer, Review Cycle, Review Date, and Status.
• The Manage Employee Reviews page displays all reviews, showing Employee, Reviewer, Review Cycle, Review Date, Rating, and Status. Use the Search bar or filter by Reviewer, Review Cycle, and Status to locate specific records. Click “Apply” to filter and “Clear” to reset.
• Review statuses include: Pending, In Progress, and Completed. For Pending reviews, click the Conduct Review action to open the Conduct Performance Review page.
• This page displays the Review Information (Employee, Reviewer, and Review Cycle) at the top, followed by Performance Ratings organized by indicator categories such as Work Quality & Accuracy, Productivity & Efficiency, Team Collaboration, and more. Each indicator can be rated using a 5-star rating scale.
• At the bottom, you can enter Pros and Cons using the rich text editor, then click Submit Review to complete the review. All records can be Viewed, Edited, and Deleted using the action icons.

10.2.2 Employee Goals

• Click “Create” to create a new employee goal, which will open the Create Employee Goal form. In this form, you need to enter the Employee, Goal Type, Title, Description, Start Date, End Date, and Target. You may also set the Progress (%) and Status, which defaults to Not Started.
• The Manage Employee Goals page displays all goals, showing Title, Employee, Goal Type, Target, Progress (with a visual progress bar and percentage), Start Date, End Date, and Status. Use the Search bar or filter by Employee, Goal Type, and Status to locate specific records. Click “Apply” to filter and “Clear” to reset.
• Goal statuses include: Not Started, In Progress, Completed, and Overdue. All records can be Viewed, Edited, and Deleted using the action icons.

10.2.3 Review Cycles

• On the Review Cycles page, use the Add New Review Cycle panel to create a new review cycle. Enter the Name, and select the Frequency. Optionally, add a Description to explain the review cycle, and select the Status, then click Add Review Cycle to save.
• All review cycle records are listed on the right showing Review Cycle (with icon, name, and description), Frequency, Status, and Actions.
• Use the Search bar to locate specific review cycles. Filters are also available to further refine results.
• Status is either Active or Inactive. Available actions for each review cycle are Edit and Delete.

10.2.4 Performance Indicators

• Click “Create” to create a new performance indicator, which will open the Create Performance Indicator form. In this form, you need to enter the Name, Category, Measurement Unit, and set the Status. You may also add an optional Description and Target Value.
• The Manage Performance Indicators page displays all indicators, showing Name, Category, Unit, Target Value, and Status. Use the Search bar or filter by Category, Status, and Measurement Unit to locate specific records. Click “Apply” to filter and “Clear” to reset.
• Indicator statuses include: Active and Inactive. All records can be Viewed, Edited, and Deleted using the action icons.

10.2.5 Performance System setup

The Performance System Setup section allows administrators to configure the foundational data used in the Performance module. It includes two sections accessible from the left-side navigation panel: Indicator Categories and Goal Types.

• Indicator Categories – Displays all indicator categories with their Name, Description, and Status. Click “Create” to open the Create Indicator Category form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.
• Goal Types – Displays all goal types with their Name, Description, and Status. Click “Create” to open the Create Goal Type form, where you enter the Name, an optional Description, and set the Status, then click Create. All entries can be Edited and Deleted using the action icons.

10.3.1 Manage Training List

• Click “Create” to create a new training record, which will open the Create Training List form. In this form, you need to enter the Title, Training Type, Trainer, Status, Branch, Department, Start Date, End Date, Start Time, and End Time. You may also add optional Max Participants, Location, Cost, and Description.
• The Manage Training List page is organized into three linked panels: Branches, Departments/Training Types, and Trainings.
• The Branches panel lists all branches with a count of departments in each. Use the search icon to locate a specific branch. Selecting a branch loads its departments in the middle panel.
• The middle panel lists the departments under the selected branch. Selecting a department loads the available Training Types in that panel, with a count of training for each type. Use the search icon to locate a specific department or training type.
• The Trainings panel on the right displays the training for the selected department and training type, showing a count of results. Use the Search bar to locate specific trainings, and use the All, Scheduled, Ongoing, Completed, and Cancelled tabs to quickly switch between training statuses, each showing a count of trainings in that status. If no trainings exist for the selection, a “No trainings found” message is displayed.

10.3.2 Manage Trainers

• Click “Add Trainer” to open the Create Trainer form. Enter the Name, Contact, Email, and Experience. Select the Branch and Department. Optionally, add Expertise and Qualification, then click Create to save.
• The Manage Trainers page is organized into two linked panels: Branches and Departments, alongside a Trainers list.
• The Branches panel lists all branches with a count of departments in each. Use the search icon to locate a specific branch. Selecting a branch loads its departments in the middle panel, along with a count of trainers in each department.
• The Trainers panel on the right displays all trainers for the selected branch and department, showing a count of results. Each trainer card shows the Name (with avatar initial), Email, Contact number, Experience, Branch, Department, and Actions.
• Use the Search bar to locate specific trainers. Available actions for each trainer are Edit and Delete.

10.3.3 Manage Training Types

• On the Training Types page, use the Add New Training Type panel to create a new training type. Enter the Name. Optionally, add a Description to explain the training type, and select the Branch and Department to associate it with, then click Add Training Type to save.
• All training type records are listed on the right showing Training Type (with icon, name, and description), Branch, Department, and Actions.
• Use the Search bar or filters (Branch, Department) to locate specific training types. Click “Apply” to filter and “Clear” to reset. Available actions for each training type are Edit and Delete.

10.4.1 Job Posting

• Click “Create” to open the Create Job Posting form, which is divided into three steps: Basic Information, Experience & Salary, and Job Details.
• In the Basic Information step, enter the Job Title, then select the Job Type from the dropdown (populated from Job Types in System Setup) and the Location from the dropdown (populated from Job Locations). Select the Branch from the dropdown (populated from the HRM module Branch section). Choose the Priority (Low, Medium, or High), and set the Start Date and Application Deadline.
• Select the Job Application type: choosing “Use Existing System” displays a Career Portal URL field where the system URL appears automatically, while choosing “Custom Application URL” displays an Application URL field instead. Enter the Number of Positions, and add Required Skills by typing and pressing Enter. Optionally, toggle Featured Job to highlight the posting.
• In the Experience & Salary step, enter the Min Experience and Max Experience in years, along with the Min Salary and Max Salary.
• In the Job Details step, fill in the Job Description, Requirements, and Benefits fields using the rich text editor. Add Terms & Conditions text, and check “Show Terms & Conditions on Application Form” if you want candidates to see and accept these terms when applying.
• Under Application Questions, check the boxes next to the questions you want to include (these come from the Custom Questions section) on the application form. Under “Need to Ask?”, check Gender, Date Of Birth, and/or Country to request this information from candidates. Under “Need to Show Option?”, check Profile Image, Resume, and/or Cover Letter to display these upload fields on the application form, checked options automatically appear on the candidate application form.
• The Manage Job Postings page displays summary cards for Total Jobs, Active Jobs, and Applications, along with a Careers Page card showing the Public Job Portal, where you can click Copy Link to share the public recruitment listing page.
• Below the summary cards, all job postings are listed, showing Title (with Job Posting Id and a “Featured” tag if applicable), Type, Location, Salary Range, Applications count, Status, Deadline, and Actions.
• Use the search bar to look up specific job postings. Click Filters to expand the panel, where you can set a Job Type, Location, and Branch, then click “Apply” to filter results or “Clear” to reset all three fields. Below, status tabs (All, Draft, Published, Closed) show the record count for each status.
• Available actions depend on the posting’s status. Draft postings display a Publish option (to make the posting live) along with View, Edit, and Delete.
• On the website, the job postings you create here are displayed on your website’s career page, and the descriptions, requirements, and benefits you enter will appear on the website’s Job Application detail page.
• When candidates visit your career portal website, they can browse all published job listings in a scrollable list format, with each job displaying its title, company location, job type, number of available positions, and a “View details” button.
• Candidates can click the “View details” button on any job listing to access the detailed job page, which displays the complete job information, including salary range, job type, number of positions available, and application deadline in organized information boxes at the top.
• The job detail page shows the Required Skills tags, followed by sections for Job Description, Job Requirements, and Benefits that contain all the information you entered when creating the posting.
• On the right side of the job detail page, candidates will see a “Ready to Apply?”panel with the “Apply for This Position” button to start their application and a “Save for Later” button to bookmark the job for future reference.
• The right panel also displays important dates, including when the job was posted, the application deadline, and the expected start date, along with an “About the Company” section showing your company’s mission, size, and industry (which comes from the About Company Section in System Setup).
• When candidates click “Apply for This Position”, they are directed to the application form page where they need to fill in their Personal Information, including Full Name, Email Address, Phone Number, Gender, Country, State, City, and, optionally, upload a Profile Photo.
• In the Professional Information section of the application form, candidates enter their Current Company, Current Position, Experience Years, Current Salary, Expected Salary, Notice Period, Skills, Education, Portfolio URL, and LinkedIn URL.
• The Application Questions section displays the custom questions you selected when creating the job posting, including work authorisation status, expected salary range selection, and technology experience checkboxes for various programming languages and tools.
• If you enabled the Show Terms & Conditions checkbox when creating the job posting, candidates must check the “I have read and agree to the terms and conditions” box before they can submit their application.
• After candidates complete all required fields and click the “Submit Application” button, their application is submitted to your system and they can track their application status using the “Track Application” feature in the career portal header.
• All submitted applications from the career portal are automatically captured in your Candidate Management section, where you can review, process, and manage them through your recruitment workflow.

10.4.2 Manage Candidate

• To add a new Candidate, click the “Create” button. Select the job from the dropdown (which is generated from the job posting section), and choose the Candidate Source from the dropdown (which comes from Candidate Sources in System Setup), set Application Date.
• In the Personal Information section, enter the First Name, Last Name, Email, Phone. In the Job Specific Information section, select the Gender (options for Male, Female, and Other), set the Date of Birth, and upload a Profile Photo via Browse.
• In the Professional Details section, enter the Current Company, Current Position, Experience (Years), Current Salary, and Expected Salary, and optionally add the Notice Period. Add Skills and Education, and optionally include a Portfolio Url and LinkedIn Url.
• In the Required Documents section, upload the Resume/CV and Cover Letter using Choose File. In the Application Questions section, answer the questions configured for the job posting; these may appear as Yes/No options, a dropdown, or checkboxes for multiple selections, depending on how each question was set up. Click Create Candidate to save the profile.
• The Manage Candidates page opens with a month selector at the top, letting you browse by month using the arrows and select a specific month to filter candidates by their applied date.
• The list page shows all candidates with columns for Tracking ID, Name with Email, Job, Source, Status, and Application Date.
• Status: An inline dropdown badge showing the candidate’s current stage in the hiring process (New, Screening, Interview, Offer, Hired, or Rejected). Click the badge to select a different status directly from the list and update it in place.
• Use the Search bar or filters (Job, Source) to locate specific candidates. Click “Apply” to filter and “Clear” to reset. Use the (All, New, Screening, Interview, Offer, Hired, and Rejected) tabs to quickly switch between candidate statuses, each showing a count of candidates in that status.
• Available Actions you can use: click View to see the Candidate Profile, Professional Information, Job & Salary Information, and Application Questions with all submitted answers. You can Edit the candidate information to update any details or Delete the record if needed.
• On the website, when a candidate applies for a job, they will be able to add the same job posting data during the application process. The data from the job posting, including any custom questions added, will automatically populate the application form, allowing the candidate to provide the required details and answer the custom questions before submitting their application.

10.4.3 Manage Interview

• To schedule a new Interview, click the “Create” button. Select the Candidate from the dropdown (which comes from the Manage Candidate section). Choose the Interview Round from the dropdown (which comes from the Manage Interview Rounds section).
• Select the Interview Type from the dropdown (which comes from Interview Types in System Setup). Enter the Scheduled Date and Scheduled Time for the interview. Fill in the Duration in minutes and provide the Location or Meeting Link details.
• Select the Interviewers from the dropdown (which comes from HRM Employees). You can select multiple employees who will conduct the interview. Click “Submit” to schedule the interview.
• The list page shows all interviews with columns for Candidate Name, Interview Round, Interview Type, Date & Time, Locations, Status, and Feedback. Use the Search button to find specific interviews or switch to Grid View. Use filters (Interview Date, Interview Type, Feedback, Status) to locate specific interviews. Click “Apply” to filter and “Clear” to reset.
• Available actions you can use: View to see complete Interview Details. You can edit the interview to reschedule or update any information, or delete it if cancelled.
• When updating an interview status to “Completed”, the system automatically advances the candidate status from “Interview” to “Offer” stage. This ensures seamless progression through the recruitment pipeline without manual intervention.
• Cilck the View to see complete Interview Details, including candidate information, interview date, interviewers, and their feedback status. Selecting an interviewer displays their individual scorecard, ratings, and recommendation, or a “Feedback Pending” state if not yet submitted. The Overall Scorecard combines all submitted ratings into a single chart, while the Decision Summary calculates the overall hiring recommendation once enough feedback is collected.
• When an interviewer submits feedback through the Submit Feedback action, they rate the candidate across key criteria, add descriptive notes on strengths, weaknesses, and comments, and select a final recommendation ranging from Strong Hire to Strong Reject. This feedback is instantly reflected against their name on the Interview Details page, updating their status from Pending to Submitted.
• As feedback accumulates from all interviewers, the system automatically consolidates individual scorecards into the Overall Scorecard and calculates a consensus recommendation in the Decision Summary. This gives hiring managers a complete, real-time view of candidate evaluation without needing to manually tally scores from each interviewer.
• On the website, candidates can track the progress of their application through a timeline that highlights key stages: Application Submitted, Screening, Interview, and Final Decision. Interview details, such as the date, time, and virtual meeting link, are automatically updated based on the information entered, ensuring candidates have the most current details throughout the hiring process.

10.4.4 Candidate Assessment

• To create a new Candidate Assessment, click the “Create” button. Select the Candidate from the dropdown, which shows only candidates with Strong Hire or Hire recommendations from interview feedback. Enter the Assessment Name, describing what is being tested.
• Fill in the Score achieved by the candidate and the maximum score possible. Select the Status as Pending, Pass, or Fail. Choose who conducted the assessment from the dropdown (which comes from HRM Employees).
• Enter the Assessment Date and add any Comments about the assessment results. Click “Submit” to create the assessment record.
• The list page shows all assessments with columns for Candidate Name, Assessment, Score, Conducted By, Status, and Assessment Date. Use the Search button to find specific assessments or switch to Grid View. Use filters (Start Date, End Date, Status) to locate specific assessments. Click “Apply” to filter and “Clear” to reset.
• With the help of the Actions column, you can use View to see complete Assessment Details, including all scores and comments. You can Edit the assessment to update the results or Delete it if needed.

10.4.5 Manage Offer

• To create a new Offer, click the “Create” button. Select the Candidate from the dropdown that comes from the Manage Candidate section. Enter the Position Title and choose the Department from the dropdown (which comes from the HRM Department).
• Fill in the Salary amount, Bonus, and Equity details. Enter the Start Date and Offer Expiry Date to specify when the offer expires. Add information about the Benefits included in the offer package. Click “Submit” to create the offer.
• The list page displays all offers with columns for Candidate Name, Position, Salary, Start Date, Expiration Date, Status, Offer Date, and Approval Status. Use the Search button to find specific offers or switch to Grid View. Use filters (Candidate, Approval Status, Offer Date, Start Date, Expiration Date, Status) to locate specific offers. Click “Apply” to filter and “Clear” to reset.
• In the Actions column, you will find several options. Click Send Email Letter to email the offer to the candidate or Download Offer Letter to save a copy. If the candidate accepts the offer, use the Convert to Employee button to move them into your HRM system. This automatically updates the candidate status from “Offer” to “Hired” upon successful conversion. Employee Details to see the full details of the employee.
• Click View to see complete Offer Details and access the Offer Approved or Reject option to change the approval status. You can also edit the offer to update any terms or delete it if withdrawn.

10.4.6 Candidate Onboarding

• To start Candidate Onboarding, click the “Create” button. Select the Candidate from the dropdown, which shows only hired candidates from the Manage Candidate section. Choose the Onboarding Checklist from the drop-down (which comes from Onboarding Checklists in System Setup).
• Enter the Start Date when the candidate will begin onboarding. Select a Buddy Employee from the dropdown (which comes from HRM Employees), who will guide the new hire through the process. Click “Submit” to create the onboarding record.
• The list page displays all onboarding records with columns for Candidate Name, Checklist Name, Start Date, Buddy Name, Status, and Created Date. Use the Search button to find specific records or switch to Grid View. Use filters (Start Date From, Start Date To, Buddy, Status) to locate specific onboarding checklists. Click “Apply” to filter and “Clear” to reset.
• In the Actions column, click View to see complete Onboarding Details, including all tasks, progress, and timeline. You can edit the onboarding to change the checklist or buddy assignment, or delete it if needed.

10.4.7 Interview Rounds

• On the Interview Rounds page, use the Add New Interview Round panel to create a new interview round. Enter the Name. Optionally, add a Description to explain the round, and select the Job to associate it with. Enter the Sequence Number (to define the order of the round), and select the Status, then click Add Interview Round to save.
• All interview round records are listed on the right showing Interview Round (with icon, name, and description), Job, Sequence, Status, and Actions. Use the Search bar or filters (Job, Status) to locate specific interview rounds. Click “Apply” to filter and “Clear” to reset.
• Status is either Active or Inactive. Available actions for each interview round are Edit and Delete.

10.4.8 Checklist Items

• To create a new Checklist Item, click the “Create” button. Select the Checklist from the dropdown (which comes from Onboarding Checklists in System Setup). Enter the Task Name and provide a Description of what needs to be done.
• Choose the Category from the dropdown with options including Documentation, IT Setup, Training, HR, Facilities, or Other. Select the Assigned To Role to specify which team should handle this task. Enter the Due Day number, indicating how many days after onboarding starts this task should be completed.
• Toggle the Required Task switch to mark if this task is mandatory. Select the Status as Active or Inactive. Click “Submit” to create the checklist item.
• The list page shows all items with columns for Checklist Name, Task, Category, Assigned To Role, Due Day, and Status. Use the Search button to find specific items or switch to Grid View. Use filters (Checklist, Category, Status) to locate specific records. Click “Apply” to filter and “Clear” to reset.
• In the Available Actions column, you can use View to see complete Checklist Item details. You can edit the item to update any information or delete it if no longer needed.

10.4.9 Job Locations

• To add a new Job Location, click the “Create” button. Enter the Name of the location and check the Remote Work checkbox if this is a remote position. Fill in the Address, City, State, Country, and Postal Code fields. Select the Status as Active or Inactive and click “Submit”.
• The list page displays all locations with columns for Name, Address, Country, Type, and Status. Use the Search button to find specific locations or switch to Grid View for a different layout. Use filters (Status, Type) to locate specific records. Click “Apply” to filter and “Clear” to reset.
• Available Actions you can use: View to see complete Job Location Details, including all address information. Also, you can edit the location to update any details or delete it if no longer needed.
• On the website, all the job locations that have been added here are visible on the careers page of the website, and visitors can also filter jobs by these locations.

10.4.10 Custom Questions

• To create a new Custom Question, click the “Create” button. Enter your Question text and select the Question Type from the dropdown, including Text, Textarea, Select, Radio, Checkbox, Date, or Number. If you choose Select, Radio, or Checkbox as the question type, an Options field will appear where you can enter the available choices.
• Check the Is Required checkbox if this question must be answered by candidates. Check the Is Active checkbox to make the question available for use. Enter a Sort Order number to control where this question appears in the application form. Click “Submit” to create the question.
• The list page shows all custom questions with columns for Question, Type, Is Required, Is Active, and Sort Order. Use the Search button to find specific questions or click Grid View to change the display. Use filters (Type, Is Active, Is Required) to locate specific records. Click “Apply” to filter and “Clear” to reset.
• With the help of the Actions column, you can use a View to see the complete question details. You can edit the question to modify any settings or delete it if no longer needed.
• On the website, all the custom questions that you create here are displayed on the Application page of the website, and you can also select which specific questions to include when creating a job posting, allowing you to customize and manage the application process according to your hiring needs.

10.4.11 Recruitment System Setup

The Recruitment System Setup section allows administrators to configure the foundational data used in the Recruitment module. It includes multiple sections accessible from the left-side navigation panel: Job Types, Candidate Sources, Interview Types, Onboarding Checklists, Brand Settings, About Company Section, Application Tips Section, What Happens Next Section, Need Help Section, Tracking FAQ, and Offer Letter Template.

• Job Types – Displays all job types with their Name, Description, and Is Active status. Click “Create” to open the Create Job Type form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these job types will appear in the Job Type dropdown when creating Job Postings, allowing you to specify the employment arrangement for each position.
• Candidate Sources – Displays all candidate sources with their Name, Description, and Is Active status. Click “Create” to open the Create Candidate Sources form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these candidate sources will appear in the Candidate Source dropdown when adding candidates in the Manage Candidate section, helping you track where your applicants are coming from.
• Interview Types – Displays all interview types with their Name, Description, and Is Active status. Click “Create” to open the Create Interview Type form, where you enter the Name, an optional Description, and toggle Is Active, then click Create. All entries can be Edited and Deleted using the action icons.
• Once saved, these interview types will appear in the Interview Type dropdown when scheduling interviews in the Manage Interview section, allowing you to specify the format of each interview.
• Onboarding Checklists – Displays all onboarding checklists with their Name, Items count, Is Default status, and Status. Click “Create” to open the Create Onboarding Checklist form, where you enter the Name, an optional Description, toggle Is Default, and set the Status, then click Create. All entries can be Viewed, Edited, and Deleted using the action icons.
• Once saved, these onboarding checklists will appear in the dropdown when creating Checklist Items and when starting Candidate Onboarding, providing structured task lists for new employee integration.
• Brand Settings – Allows administrators to configure the recruitment portal’s branding by uploading a Logo and Favicon, and entering the Title Text and Footer Text. This page also includes the Dashboard Welcome Card Settings section, where administrators can configure the Card Title, Card Description, Button Text, and Button Icon displayed on the recruitment dashboard. Click “Save Changes” in each section to apply the updates.
• Once saved, your Company Logo and Favicon will appear throughout your career portal website. The Title Text will display in the header section, while the Footer Text will automatically appear at the bottom of every page on your frontend career portal, creating a consistent branded experience for candidates visiting your job site.
• The welcome card will appear on your dashboard with your customized title and description. The button will display with your chosen text and icon, providing users with a clear call-to-action to access your career portal or other key features directly from the dashboard home screen.
• About Company Section – Allows administrators to define the company’s public-facing profile by entering the Our Mission statement, Company Size, and Industry. Click “Save Changes” to apply the updates.
• Once saved, this information will automatically display in the About the Company section on the Job Details Page of your frontend career portal, giving candidates insight into your organisation when they view job openings.
• Application Tips Section – Allows administrators to add and manage tips displayed to applicants during the application process. Each tip has an individual text field with a character limit. Click “Add Tip” to add a new tip, and use the delete icon to remove any existing tip. Click “Save Changes” to apply the updates.
• Once saved, these application tips will automatically display on the Job Application Page of your frontend career portal, guiding candidates on how to submit strong applications.
• What Happens Next Section – Allows administrators to configure the step-by-step process shown to applicants after they submit an application. Each step includes a Title, Icon, and Description. Click “Add Step” to add more steps, and click “Save Changes” to apply the updates.
• Once saved, this information will automatically display on the Application Success Page of your frontend career portal after candidates submit their applications, helping them understand the timeline and next steps in your recruitment process.
• Need Help Section – Allows administrators to configure the support information displayed to applicants, including a Description, Email, and Phone number. Click “Save Changes” to apply the updates.
• Once saved, this contact information will automatically display in the Need Help section on both the Application Success Page and Application Details Page of your frontend career portal, giving candidates a way to reach out if they have questions about their application.
• Tracking FAQ – Allows administrators to manage frequently asked questions related to application tracking. Each FAQ entry includes a Question and an Answer. Click”+ Add FAQ” to add new entries, and use the delete icon to remove any existing entry. Click “Save Changes” to apply the updates.
• Once saved, these FAQs will automatically display on the Application Tracking Page of your frontend career portal, helping candidates understand how to track and what to expect from their application status.
• Offer Letter Template – Allows administrators to configure the default offer letter template using available placeholders such as Applicant Name, Job Title, Salary, Start Date, and more. The template content can be formatted using the built-in text editor. A language selector is available to manage templates in multiple languages. Click “Save Changes” to apply the updates.
• Once saved, this template will be used when you click Send Offer Letter or Download Offer Letter from the Manage Offer section, automatically generating personalised offer letters for candidates with their specific details filled in.

11.1.1 System setup

11.1.2 Manage Tickets

• Click Create Ticket to open the Create Ticket form. Select the Account Type (options for Custom, Staff, Client, and Vendor) using the radio button, and enter the Name and Email. Select the Category, enter the Subject, and select the Status. Enter the Description using the rich text editor. Optionally, attach supporting files via Browse.
• All tickets are listed showing No, Ticket ID, Subject, Category, Created By, Account Type, Created, Status, and Actions. Available actions for each ticket are View, Edit, and Delete.
• Use the Search bar or the Status filter to locate specific tickets, or click the All, In Progress, On Hold, or Closed tabs to filter by status, each showing a live count. Toggle between List and Grid view using the icons at the top right.
• Clicking the View icon opens the public Ticket page, showing the Ticket ID, Subject, Status, Created date, Customer, and Email at the top, followed by the conversation thread between the customer and support team (each message showing sender name, avatar, and timestamp), a Ticket Information summary panel on the right, and a reply box at the bottom (unavailable if the ticket is Closed).

11.1.3 Import Knowledge Base

• On the Manage Knowledge Base page, use the Add New Knowledge Base panel to create a new article. Enter the Title, and optionally select a Category and add a Description using the rich text editor, then click Add Knowledge Base to save.
• All knowledge base records are listed on the right showing Knowledge Base (with icon, title, and description; click “Show more” to expand the full description), Category, Created date, and Actions.
• Click Import to open the Import Knowledge Base popup. Click “Download Sample” to get the sample CSV file format, then select the CSV File to upload via Choose File, and click Import to upload the knowledge base articles.
• Use the Search bar or the Category filter to locate specific articles. Click “Apply” to filter and “Clear” to reset. Available actions for each article are Edit and Delete.

11.1.4 Manage FAQ

• On the Manage FAQ page, use the Add New FAQ panel to create a new FAQ. Enter the Question, and add the Answer using the rich text editor, then click Add FAQ to save.
• All FAQ records are listed on the right showing FAQ (with icon, question, and answer; click “Show more” to expand the full answer), Created date, and Actions. Use the Search bar to locate specific FAQs. Available actions for each FAQ are Edit and Delete.
• Click Import to open the Import FAQ popup. Click “Download Sample” to get the sample CSV file format, then select the CSV File to upload via Choose File, and click Import to upload the FAQs.

11.1.5 Manage Contact

• The list page displays all contact messages submitted through the Contact Us page of the support portal, with columns for Name (Email), Subject, Message (preview), Date, and Actions.
• Use the Search bar to find specific contact messages by keyword and click “Search” to apply. Use the 10 per page dropdown to control how many records are displayed per page.With the help of the Actions column, you can click the View to read the complete message details. Click the Delete to permanently remove the message from the list.

Helpdesk Tickets List Page

The helpdesk Tickets List page allows you to view and manage all helpdesk tickets from a centralized helpdesk interface.

• View and manage all tickets through the Manage Helpdesk Tickets page.
• Enter keywords in the search field to find a specific ticket and click “Search” to execute.
• Toggle between list view and grid view using the icons at the top right.

The table displays the following columns:

• Ticket ID: The unique identifier of the ticket.
• Title: The subject/summary of the ticket.
• Category: The category the ticket belongs to (e.g., Technical Support).
• Status: The current status of the ticket (open, in progress, resolved, closed).
• Priority: The urgency level of the ticket (low, medium, high, urgent).
• Created By: The account type that raised the ticket (e.g., Company).
• Actions: Quick action icons for ticket management.

Each ticket row includes View and Edit action, allowing you to review the full ticket details or update its information as needed.

• When you click the View action, the Ticket Details page opens for that record.The top section shows the Ticket ID, Title, Status, and Priority, along with the full issue description, Category, Created By, and Created At date.
• The Conversation section below shows the message thread between the Company and support staff, each message with the sender, content, and timestamp, along with a count of total messages. At the bottom, use the rich text editor to compose a reply. Optionally attach a file via Browse, then click Send to post the message.

Use the Status, Priority, and Category filters to narrow down results, then click “Apply” to apply the filters or “Clear” to reset them.

Using the Conversations Panel:

• Use the Search users field to find a specific user quickly.
• Toggle between All Users and Favorites to switch between viewing all conversations or only marked favorites.
• Each conversation shows the user’s profile picture, name, last message preview, and the time of the last message.
• A green badge with a number indicates unread messages from that user.
• Click on any user in the list to open their conversation in the right panel and start messaging.

12.1.1 Manage Roles

A role is a set of permissions that controls what a user can see and do inside the platform. For example, a user with the “Staff” role may only be able to view certain pages, while a user with the “Hr” role may be able to manage employees and payroll. Instead of setting permissions one by one for every user, you create a role once and assign it to multiple users.

• View and manage all roles through the Manage Roles page.
• Enter keywords in the search field to find a specific role and click “Search” to execute.
• Toggle between list view and grid view using the icons at the top right.

The table displays the following columns:

• Role: The name of the role as shown to users (e.g., Staff, Client, Vendor, Hr).
• Permissions: The total number of permissions assigned to the role.
• Users: The users currently assigned to that role.
• Actions: Quick action button for role management.

Each role row includes action icons based on the role type:

Default Roles (Staff, Client, Vendor, Hr): These are system-defined roles and include only the Edit action. You can update the role name, label, and permissions, but they cannot be deleted.

Custom Roles (user-created roles): These include both the Edit and Delete action icons, giving you full authority to modify or remove the role as needed.

12.1.2 Manage Users

The Users section allows the Company Admin to manage all user accounts within the company.

• View and manage all users through the Manage Users page.
• Enter keywords in the search field to find a specific user and click “Search” to execute.
• Click Filters to filter users by Email, Role, or Login Status (Enabled/Disabled), then click “Apply” to activate the filters or “Clear” to reset them.
• Toggle between list view and grid view using the icons at the top right.
• Click the history icon at the top right to view user login history.

The table displays the following columns:

• User: The user’s profile picture, name, and email address.
• Mobile No: The user’s mobile number.
• Role: The role assigned to the user (e.g., Staff, Client, Hr).
• Login Status: Whether the user’s login is Enabled or Disabled.
• Actions: Quick action buttons for user management.

Each user row includes the following action icons:

• Log in as User: Each user record includes options to (view the user’s perspective)
• Change Password: Reset the user’s password.
• Edit: Update the user’s profile details.
• Delete: Remove the user from the system.

12.2.1 Setup Subscription Plan

The Subscription Setting page displays all available plans and allows the Company Admin to choose and subscribe to a plan that suits their business needs.

Plans will be created and managed exclusively from the Super Admin panel. All plans added by the Super Admin will be available on the Company panel for subscription.

The plan structure and configuration will remain consistent across both panels, create/update operations are restricted to Super Admin, while Company users have read-only access with subscription capability.

• A feature comparison table below the plans shows which modules are included in each plan with checkmarks.
• Click Subscribe to Plan to proceed with a paid plan, or Start Trial to begin a free trial period.

Subscribing to a Plan:

When subscribing, the Subscribe to Plan page displays the following:

• Plan Details: Shows the number of users, storage allocation, and plan expiry date.
• Available Features: Lists all modules included in the selected plan.
• Coupon Code: Enter a coupon code and click Apply to apply a discount.
• Payment Method: Select from Bank Transfer, PayPal, or Stripe.
• If Bank Transfer is selected, bank account details are shown, and a payment receipt upload field appears.
• Click Subscribe to Plan to confirm and complete the subscription.

12.2.2 Bank Transfer Requests

• Use the search field to find a request by order number and click Search to execute. Click the All, Pending, Approved, or Rejected tabs to filter requests by status, each showing a live count.
• Click Filters to reveal the User Name field, enter a name, then click “Apply”to filter or“Clear” to reset.
• Table Information: The table displays Order Number, User, Plan, Amount, Status, Date, and Actions.
• Status badges: Pending, Rejected, Approved.
• Action Options: Pending requests include options to View details and Delete the request. Approved and Rejected requests only include the option to View details.

12.2.3 Orders

The Manage Orders page provides a full history of all subscription orders placed by the company.

• Use the search field to find a specific order and click Search to execute.
• Table Information: The table displays Order ID, Plan, Coupon (if applied), Amount, Status, Payment Method, and Date.
• Status badges: Succeeded (Green).
• Payment methods shown include Stripe, PayPal, and Bank Transfer.

12.3.1 Common Configuration Settings

Several settings on the Company side work exactly the same as at the Super Admin level, making things straightforward to configure. Brand Settings let you personalize your logo, theme, and layout, while System Settings cover your preferred language, date, time format, and calendar start day.

Currency Settings control how amounts are displayed across the platform, and Email Settings ensure all system communications are delivered reliably.

12.3.2 Core Configuration

12.3.3 Integrations & Chat