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Getting Started
Customers
Vendors
Items
Sales
Inventory
Purchasing
Production
Service
Finance
GST
Reports
People
Settings
Account
Getting Started
Overview
Navigating the app
Roles & permissions basics
Customers
Overview
Finding customers
Creating and editing customers
Contacts, plants and bank details
Categorisation, tags and tax profile
Credit limit and outstanding
Customer statement (SOA)
Activity, notes and timeline
Bulk operations, merge and import/export
Vendors
Overview
Finding vendors
Registering and editing vendors
Contacts and notes
Bank details
Categorisation, documents and integrations
Vendor statement (SOA)
Items
Overview
Browsing the catalogue
Creating an item
Variants
Components, consumables and MOC
Attributes and documents
Stock configuration
Vendor pricing
Compliance and warranty
HSN / SAC validation
Item lifecycle
Item settings
Bulk import
Sales
Overview
CRM
CRM overview
Working with leads
Opportunities & the pipeline
Sales dashboards & targets
Offers
Offers overview
Creating an offer
Costing & pricing
Managing & converting offers
Orders
Order execution overview
The order lifecycle & stages
Dispatch & delivery
Amendments, holds & returns
Inventory
Overview
Warehouse master
Viewing current stock
Receipts, batches and serials
Stock transfers
Adjustments and reconciliation
Quality control
Stock value and the ledger
Log books
The no-negative-stock guard
Access, cost masking and audit
Purchasing
Overview
The purchase dashboard
Purchase requests
Viewing purchase orders
Creating a purchase order
Adding line items
Importing lines from Excel
Purchase order approvals
Editing, cancelling and amendments
Goods receipt and QC
Vendor invoices
Returns and debit notes
Planning and analytics
Access control and audit
Production
Overview
The production dashboard
Bills of materials
Work orders
Completing production
The production quality gate
Setup and access
Service
Overview
Service catalogue
Service categories
Create a service
Cost lines
Cost components and summary
Skill matrix and attributes
Service requests
SLA and CSAT
Service GST invoice
Finance
Overview
Customer invoices
Customer payments
Proforma invoices
Statements and aging
Audit and isolation
GST
Overview
HSN/SAC validation
GSTIN and PAN validation
Compliance roles and audit
Reports
Overview
Report history
Data export
People
Overview
Fixed-asset register
Asset audit trail & access
Employee master
Organisation structure
Assigning assets to staff
Settings
Overview
Company profile & branding
Branches, fiscal year & numbering
Currencies & tax
Users & roles
Modules & feature flags
Custom fields
Document templates
Notifications
Import & export
Data retention & attachments
Account
Overview
Signing in
Passwords
Two-factor authentication
Backup codes
Trusted devices & active sessions
Login history & security alerts
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