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From this page, you can create the Shelf, Book, and Manual. To open this, navigate to Utilities->Manuals. Shelf: Click on Create->Shelf. Enter a name for your shelf. Enter a description for your shelf. Optionally select and add a book for the shelf if ...

The Training Configuration page helps in structuring various training programs for employees to enhance skills, ensure smooth onboarding, and maintain overall growth.  To open this, navigate to HRMS->Training And Development->Training Configuration. Create...

Todo Priority: To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Priority. From this page, you can create Todo Priority by defining the name and background color. You can choose to make this priority Active in your company or not. The ...

From this page, you can create a Todo Task. To open this, navigate to Utilities->TODOs->Todo. Category: Select the category this todo belongs to. All configured todo categories are displayed as tabs at the top of the form. Select one category per todo. Tit...

On this page, you can create item categories. To open this, navigate to Asset Management->Asset Configurations->Item Categories. To create a category: Enter the category name. Select the category type: Asset Normal item Example: ...

We have already created the Item Categories.Now we will create the Item Sub Categories. To open this, navigate to Asset Management->Asset Configurations->Item Sub Categories. First, select the Item Category (for example, Office Asset). Enter the subcategory...

On this page, you can create the brands for items, such as HP or Dell. To open this, navigate to Asset Management->Asset Configurations->Item Brands. Enter the brand name and create it. With the Bulk Action feature, you can delete multiple item brands at ...

This page is used to create asset conditions. To open this, navigate to Asset Management->Asset Configurations->Asset Conditions. Enter the condition name, such as: New Old Broken Select a color for the condition.You can choose a color us...

From this page, you can create floors for rooms. To open this, navigate to Asset Management->Asset Configurations->Floors. Enter the Floor Name and Floor Number to create a floor. With the Bulk Action feature, you can delete multiple floors at once, s...

Tax Master: This page is used to create tax types for items. To open this, navigate to Configurations->General Configurations->Taxes->Tax Master. Enter the name (for example, Main tax).Select the tax type: Rupees Percentage Enter the value (f...

This page is used to create vendors. To open this, navigate to Asset Management->Vendors. Enter the Vendor Name. Enter the Company Name. Enter the Contact Number. Select whether the vendor is Registered or Unregistered.  If registered, enter the GST Num...

This page is used to create and manage Items and Assets. To open this, navigate to Asset Management->Asset Items. An Item is a product (for example, Monitor).An Asset is a physical unit of that item.Every asset is an item, but not every item is an asset. ...

Creating Assets Using Import (Bulk Upload): Assets can be created in bulk by downloading and uploading an import sheet. To open this, navigate to Asset Management->Asset Items. Download Sample Template: On the Items & Assets page: Download the Sampl...

The Series page is a crucial and mandatory step in the Asset module, used for creating and managing series for Assets and Items. This page assigns a unique and easily identifiable series number. To open this, navigate to Configuration->General Configuration-...

From this page, you can create Support Categories which are used to categorize your support requirements. To open this, navigate to Support->Support Categories. Name: Enter a name to identify this support category — for example, Stationary Requirement or He...

From this page, you can create stages that define the progress flow of support tickets. To open this, navigate to Support->Support Ticket Stages. Stage: Enter a name to identify this stage — for example, Open, Active, Hold, or Complete. Color: Select a ba...

From this page, you can design the flow of stages that a support ticket moves through from creation to resolution. To navigate here, go to Support->Support Ticket Stage Flow. Building the Flow: All stages created on the Support Ticket Stages page are list...

From this page, you can define the acceleration flow for support tickets — specifying who gets assigned, how they are alerted, and how much time they have to accept and resolve a ticket. To navigate here, go to Support->Support Acceleration Flow. Building ...

From this page, you can create support tickets internally for your organization for various categories like general, assets, stationary, etc. Create Support Ticket: Select the Category (General, Stationary, Asset, etc.) Note: If you select a category ...

From here, you can create Series for Support Ticket which is necessary to create a Support Ticket. To open this, navigate to Configuration->General Configuration->Series. This page assigns a unique and easily identifiable series number. Create Series: ...