Your First Module Setup

A clean setup prevents hours of corrections. Collect your document numbering rule, tax codes, print template preferences and choose one branch to use as the demo environment first.

1. Configure organisation settings and the fiscal year.
2. Create users and roles — start with a Viewer and an Operator role.
3. Define masters: item, customer, supplier and tax masters.
4. Set default payment terms and pricing classes.
5. Import any baseline records you already hold as data.
6. Run transactions in the demo branch and reconcile before go-live.

• Create a customer, an item and a bill in the demo branch.
• Verify inventory changes and ledger postings after the bill.
• Confirm the printed bill carries your logo, address and tax numbers.
• Take a backup from Settings once validation passes.