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Getting Started

2

Onboarding Process
Import Templates

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
How to Edit Default Payment Terms for Customer
How to Edit Default Currency for Customer/Vendor
How to View Customer-Related Documents
How to View Customer-Related Projects
How to Edit Price Level for Customer/Prospect
How to Create New Third-Party
Getting Familiar with Third-Party Module

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
How to Add Product Price From Vendor
How to Categorize Products and Services
How to Edit a Product
How to Edit a Service
How to Edit a Stock Location
How to Edit Product Price from Vendor
How to Edit Stock of a Product
How to Replenish Stocks
How to Transfer Products to Another Location
How to Translate a Service
How to Translate Product Name
How to View Product-Related Documents
How to View Service-Related Documents
How to View Stock Movements
How to Transfer Stocks in Bulk
How to View Stocks at a Particular Date
How to Create a New Inventory
Getting Familiar with Product & Service Module
Stock Process
How to Receive Item with Unique Serial Number

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
How to Edit Sales Order Number
How to Add a New RFQ
How to Add and Validate a New Purchase Order
How to Add a New Contract/Subscription
How to Add a New Intervention
How to Ship Sales Order
How to Create Delivery Order / Shipment from Multiple Warehouses
How to Classify Sales Order as Delivered
How to Edit Status of Purchase Order
How to Bill Purchase Orders
How to Create a Receipt
Introduction to CRM, Quotation, and Sales Module
Getting Familiar with CRM, Quotation & Sales Module
How to Receive Item with Unique Serial Number
Understand CRM, Quotation and Sales Workflow

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
How to Categorize a Lead/Project
How to View Time Spent in a Project
How to Mass Input Time Spent
Getting Familiar with Project Module

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
Introduction to User, Group & Permission Module

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
How to View Leave Schedule
How to Create a New Expense Report
How to Add and Validate New Expenses
How to Approve/Reject Expense Report
How to Make Expense Payment
How to Classify Expense Report as Paid
Getting Familiar with HRM Module
Introduction to HRM Module

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
How to Setup Bank Account
How to Setup SST Account
How to Setup Tax Account
How to Setup Expense Account
How to Setup Product Account
How to Setup Closure Account
How to Link Invoices to Account Codes
How to Link Expense Report to Account Codes
How to Setup Registration in Accounting
How to Check Account Balance
How to Check Ledger
How to Check Journal
How to Export Source Document
How to Check Closure
How to Check Aging Summary
How to Check Profit and Loss
How to Check Balance Sheet
Getting Familiar with Accounting Module
Introduction to Accounting Module

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
Introduction to Bank & Cash Module

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
How to Create New SST
How to Create New Loan
How to Make Loan Payment
How to Create New Miscellaneous Payment
Getting Familiar with Billing & Payment Module
Introduction to Billing & Payment Module

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

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

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

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
Introduction to Tools Module

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

Change logs

1

Change Log Nov 2021

Home
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Project & Task Module
How to Categorize a Lead/Project

How to Categorize a Lead/Project

Table of Contents

Add a New Category
Enter New Category Details
Select a Lead/Project
Categorize Lead/Project

Add a New Category #

Enter New Category Details #

Select a Lead/Project #

Categorize Lead/Project #

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Updated on July 25, 2021

How to Assign Lead/Project and Task to Staff How to View Time Spent in a Project

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