How can we
help you run the ERP?

Start with company setup: chart of accounts, opening balances, users and roles, and your first sales order. Our onboarding team walks you through a checklist within your first two weeks — book a session right from this support center.

Point of Sale, Sales, Purchase & Procurement, Inventory & Warehouse, Finance & Accounting, Manufacturing, HR & Payroll, CRM, Reporting & Insights, and Quality & Returns — plus platform features Roles & Permissions, Approval Engine, Audit Trail, and Built-in Support across the whole suite.

Admins manage access under Roles & Permissions. Create roles, grant module-level access per team, and attach users to branches. SSO/SAML is available for enterprise setups, and every permission change is recorded in the Audit Trail.

Open a cashier session on the POS dashboard, then run transactions with TAP card payments, refunds, and gift cards. When you close the session, reconcile the cash summary against the Finance & Accounting ledger to keep everything in balance.

Run a stock count in Inventory & Warehouse and check batch, lot, and serial numbers by location and zone. Review the Audit Trail and compare goods receipts with returns to find the source, adjust quantities, then re-verify with a recount.

Purchase orders route through the Approval Engine. Check the document status and the approval chain — pending, approved, or rejected, with full history. If it has been waiting too long, contact the approver or re-route the approval from the document page.

Use Reporting & Insights for sales, financial, and inventory reports, then manage fiscal periods, chart of accounts, journal entries, and the general ledger in Finance & Accounting. Exports are available in CSV for your external accountant.

Use the CSV import on the data pages or in Reporting & Insights. Map your columns, preview the file, and run the import — the import log records every load and highlights any rejected rows so you can fix and re-run them.

Add employees and branches in HR & Payroll, configure salaries, allowances, and benefits, capture attendance and timesheets, then run payroll to generate payslips and post the journal entries to the ledger automatically.

Manufacturing handles production orders, routings, work orders, quality inspections, and preventive maintenance. Quality & Returns covers returns, refunds, and warranty claims — everything tracked end to end with the Audit Trail.

Built-in integrations and a full API let you connect accounting, e-commerce, and other business systems. Contact our support team for integration guidance and we'll help you map your data flows safely.