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Getting Started
2
Onboarding Process
Import Templates
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Third-party Module
12
Introduction to Third-Party Module
How to Add a New Debtor/Customer
How to Add a New Creditor/Vendor
How to Categorize Customers or Vendors
How to Add Branch/Contact to Third-Party
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Product & Service Module
25
Introduction to Product/Service Module
How to Add Default Selling Price
How to Add a New Product
How to Add a New Service
How to Add a New Stock Location
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CRM, Quotation & Sales Module
20
How to Add a New Quotation
How to Mass Edit Quotations
How to Classify Quotation as Billed
How to Edit Quotation Number
How to Add and Validate a New Sales Order
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Project & Task Module
9
Introduction to Project Module
How to Add a New Lead/Project
How to Edit a Lead/Project
How to Create a New Task
How to Assign Lead/Project and Task to Staff
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User, Group & Permission Module
6
How to Create New User
How to Set Permissions for User
How to Check User Login Record
How to Create New Group
Getting Familiar with Users, Groups, & Permission Module
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HRM Module
13
How to do Expense Report
How to Add and Validate a Leave Request
How to Claim Expense Report
How to Approve/Reject a Leave Request
How to Add a Leave Balance
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Accounting Module
24
How to Setup Accounting Period
How to Setup Finance Journal
How to Setup Chart of accounts
How to Setup Personalized Group
How to Setup Default Account
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Bank & Cash Module
6
How to Create New Financial Account
How to Add Miscellaneous Payment for a Bank Entry
How to Internal Transfer
How to Reconcile Bank Entry
Getting Familiar with Bank & Cash Module
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Billing & Payment Module
11
How to Create New Customer Invoice
How to Generate Payment Report
How to Create New Vendor Invoice
How to Create New Social / fiscal tax
How to Make Tax Payment
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Activity Module
5
Introduction to Activity Module
Create New Activity / Event
How to Add Resources to Activity
How to Generate Event Reports
Getting Familiar with Activity Module
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MRP Module
5
How to Create A Manufacturing Order
How to Create Bill of Material (BOM)
How to Consume or Produce Product
Getting Familiar with MRP Module
Introduction to MRP Module
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Ticket Module
5
How to Create a Ticket for a Customer
How to Classify Ticket Status
How to Assign Ticket to Staff
Getting Familiar with Ticket Module
Introduction to Ticket Module
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Tools Module
6
How to Create an Email Template
How to Create New EMailing
How to Add New Recipient to an Emailing
How to Create New Resource
Getting Familiar with Tools Module
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Setup Module
5
How to Setup Company Details
How to Setup myERP Security
How to Setup myERP Dictionaries
Getting Familiar with Setup Module
Introduction to Setup Module
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Change logs
1
Change Log Nov 2021
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