Initial setup

Software installation

Complete the first-time setup to prepare the application for normal login access.

Step 3 of 6

1
Database Connect the empty database.
2
Tables Create application tables.
3
Default Data Choose common starting data.
4
Company Create the first company profile.
5
Super Admin Create the first login account.
6
Login Finish and sign in.

Step 3

Select default data

Selectable

Platform and Company Setup

Module registry modules / Global

Platform and Company Setup Organization, company, branch, warehouse, fiscal year, currency, settings, document sequence, and custom field setup. Security and Permissions Users, roles, permission matrix, field permissions, data access, trusted devices, sessions, and security policies. Party Master Customers, suppliers, contacts, addresses, bank accounts, credit terms, opening balances, imports, and statements. Finance and Accounting Chart of accounts, ledgers, vouchers, posting engine, payments, receipts, bank reconciliation, budgets, and financial reports. GST and Tax GST registrations, HSN/SAC, GST rates, returns, e-invoice, e-way bill, TDS/TCS, and compliance calendar. Inventory and Warehouse Items, units, variants, barcodes, batches, serials, stock ledger, transfers, counts, reorder, and valuation. Sales, Billing, POS Price lists, quotations, orders, challans, invoices, returns, receivables, POS, promotions, and loyalty. Procurement and Payables Requisitions, RFQs, supplier quotes, purchase orders, GRN, purchase bills, returns, landed cost, and payables. Workflow, Documents, Notifications Approvals, workflow history, notification templates, document library, imports, exports, reminders, and comments. Reports and Dashboards Report catalog, report runs, dashboard layouts, widgets, KPIs, and metric snapshots. Integrations and API Connectors, credentials, API clients, webhooks, payment gateway transactions, sync jobs, and communication settings. HRMS and Payroll Employees, attendance, leave, salary structures, payroll runs, payslips, statutory reports, and employee loans. Assets and Maintenance Asset register, depreciation, assignments, transfers, maintenance, disposal, and asset reports. Projects and Services Projects, tasks, timesheets, service catalog, tickets, job cards, AMC contracts, and profitability reports. Manufacturing and Quality BOM, routing, work orders, material issue, production receipt, costing, QC templates, inspections, and rejection/rework. Audit, Privacy, Support, Operations Audit logs, change history, consent, privacy, retention, backups, incidents, support tickets, knowledge base, and system health.

Currency master currencies / Global

INR - Indian Rupee Available base or transaction currency. USD - US Dollar Available base or transaction currency. AED - UAE Dirham Available base or transaction currency. SGD - Singapore Dollar Available base or transaction currency. GBP - British Pound Available base or transaction currency.

Security and Permissions

Permission actions permissions / Global

Platform setup - View View pages and records. Platform setup - Create Create new records. Platform setup - Update Edit existing records. Platform setup - Delete Delete or remove records. Platform setup - Export Export or download records. Security - View View pages and records. Security - Create Create new records. Security - Update Edit existing records. Security - Delete Delete or remove records. Security - Export Export or download records. Party master - View View pages and records. Party master - Create Create new records. Party master - Update Edit existing records. Party master - Delete Delete or remove records. Party master - Export Export or download records. Finance - View View pages and records. Finance - Create Create new records. Finance - Update Edit existing records. Finance - Delete Delete or remove records. Finance - Export Export or download records. GST and tax - View View pages and records. GST and tax - Create Create new records. GST and tax - Update Edit existing records. GST and tax - Delete Delete or remove records. GST and tax - Export Export or download records. Inventory - View View pages and records. Inventory - Create Create new records. Inventory - Update Edit existing records. Inventory - Delete Delete or remove records. Inventory - Export Export or download records. Sales and POS - View View pages and records. Sales and POS - Create Create new records. Sales and POS - Update Edit existing records. Sales and POS - Delete Delete or remove records. Sales and POS - Export Export or download records. Procurement - View View pages and records. Procurement - Create Create new records. Procurement - Update Edit existing records. Procurement - Delete Delete or remove records. Procurement - Export Export or download records. Workflow - View View pages and records. Workflow - Create Create new records. Workflow - Update Edit existing records. Workflow - Delete Delete or remove records. Workflow - Export Export or download records. Reports - View View pages and records. Reports - Create Create new records. Reports - Update Edit existing records. Reports - Delete Delete or remove records. Reports - Export Export or download records. Integrations - View View pages and records. Integrations - Create Create new records. Integrations - Update Edit existing records. Integrations - Delete Delete or remove records. Integrations - Export Export or download records. HRMS - View View pages and records. HRMS - Create Create new records. HRMS - Update Edit existing records. HRMS - Delete Delete or remove records. HRMS - Export Export or download records. Assets - View View pages and records. Assets - Create Create new records. Assets - Update Edit existing records. Assets - Delete Delete or remove records. Assets - Export Export or download records. Projects - View View pages and records. Projects - Create Create new records. Projects - Update Edit existing records. Projects - Delete Delete or remove records. Projects - Export Export or download records. Manufacturing - View View pages and records. Manufacturing - Create Create new records. Manufacturing - Update Edit existing records. Manufacturing - Delete Delete or remove records. Manufacturing - Export Export or download records. Operations - View View pages and records. Operations - Create Create new records. Operations - Update Edit existing records. Operations - Delete Delete or remove records. Operations - Export Export or download records.

User roles roles / Company

Owner Full organization owner access. Administrator Administrative access for daily system management. Manager Operational manager access. Accountant Finance, voucher, ledger, and report access. Cashier POS billing, receipts, and cashier session access. Sales User Customer, quotation, order, invoice, and POS access. Inventory Manager Inventory, warehouse, stock, and barcode access. Procurement User Purchase requisition, order, receipt, bill, and supplier access. HR Manager Employee, attendance, leave, and payroll access. Auditor Read-only review and audit access.

Security policies security_policies / Company

Default login protection 5 failed attempts, 15 minute lockout, CAPTCHA after 3 failed attempts.

Inventory and Warehouse

Units of measure units / Company

Pieces PCS unit for item and service setup. Box BOX unit for item and service setup. Kilogram KG unit for item and service setup. Gram G unit for item and service setup. Litre LTR unit for item and service setup. Millilitre ML unit for item and service setup. Meter MTR unit for item and service setup. Hour HOUR unit for item and service setup.

HRMS and Payroll

Leave types leave_types / Company

Casual Leave 12.00 days annual quota. Sick Leave 12.00 days annual quota. Earned / Annual Leave 15.00 days annual quota. Leave Without Pay 0.00 days annual quota. Compensatory Off 0.00 days annual quota. Maternity Leave 182.00 days annual quota. Paternity Leave 7.00 days annual quota.

Work shifts shifts / Company

General Shift 09:00 - 18:00 with 10 minute grace. Morning Shift 06:00 - 14:00 with 10 minute grace. Evening Shift 14:00 - 22:00 with 10 minute grace. Night Shift 22:00 - 06:00 with 10 minute grace.

Salary components salary_components / Company

Basic Salary Earning salary component. House Rent Allowance Earning salary component. Conveyance Allowance Earning salary component. Special Allowance Earning salary component. Employee PF Deduction salary component. Employee ESI Deduction salary component. Professional Tax Deduction salary component. TDS Deduction salary component.

Global records are inserted immediately. Company-specific records, such as roles and leave types, are applied automatically after the company is created.

Back