Welcome to Tech Leads ERP
Navigating an ERP system can seem complex at first, but our unified interface is designed for simplicity. Follow these steps to get started.
1. Dashboard Overview
Once you log in, the main dashboard provides a bird's-eye view of your business KPIs. You can customize which widgets appear here based on your role.
2. User Profiles and Permissions
Before inviting your team, ensure you've configured User Roles. Go to Settings > User Management to define access levels for Sales, Accounts, and Inventory staff.
3. Master Data Setup
The foundation of any ERP is master data. Begin by importing your chart of accounts, products, and customer lists using our CSV import tool.
- Go to Inventory > Products > Import
- Go to Accounting > Chart of Accounts
- Go to CRM > Contacts > Bulk Upload
4. Creating Your First Transaction
Try creating a Sales Quotation. Once approved, it can be converted into a Sales Order and then an Invoice with a single click.