ACTPRO ERP Documentation:

Welcome

ACTPRO ERP is an easy-to-use, cloud based online application designed for small business to manage their complete process.

This user guide will help you understand how to use ACTPRO ERP Application.

Accessing ACTPRO ERP:

To access ACTPRO ERP, all you need is:

• Internet Connection
• Web Browser

Getting to Know ACTPRO ERP:

Logging into ACTPRO ERP:

Once we received your payment, we will create a unique link for your business and create one super-user account and send it to your email address.

Once you receive all those details. Just follow up the below steps to sign in to ACTPRO ERP.

• Click the Application Link (For Eg: https://companyname.actpro.work)
• Enter your username and password, and click “Sign in” Button.

Dashboard is the first thing you’ll see when you login in to ACTPRO ERP application.

The Dashboard in the ACTPRO ERP has the following sections:

• Sales
• Purchase
• Accounts
• HR
• Activity Log
• Settings
• My Profile
• Log Out.

Sales Overview

The sales has the following sections:

• CRM
• Sales
• Sales Report
• Account Receivable
• Account Statement
• Terms & Conditions

A) CRM (Customer Relationship Management):

CRM has divided into four sections:

1. Customer: Here you can add your customers. To add a new customer, navigate to customer>add new and fill up the customer details.
2. Items: Here you can find your complete lists of your products.
3. Opportunity: Here you can add the customer’s details whereas the new opportunity is available.
4. Quotation: Here you can create and send quotation to your customers. To create a new quotation, navigate to quotation > click “Add New” Button and fill up the form.

B) Sales:

In Sales, the following options can be found:

1. Scheduler: Scheduler has two divisions:A
   1. Scheduler: It is great option to plan your date and time schedule. To add a schedule, all you need to do is, just “Click Add New” and Fill up the form details.
   2. Calendar: Here you can find the details of the schedule, visit type and company name by date wise.
2. Sales Order: Here you can create sales order to send it your customers. To create a new one, navigate to Add New > Fill up the form and Click the “Add” Button Below.
3. Sales Invoice: After adding the sales invoice, you will find that sales order details in this section. Just click and add the products which you want to sell to your customers and click the “tick” symbol and “Print the Invoice”

C) Sales Report

Sales report has divided into two sections:

1. Daily Sales Report: Here you can find your daily sales report data.
2. Daily Sales Statement: If you would like to see the sales on your required date, then this option is for you. To check the daily sales statement, just select the date and hit the submit button.

D) Account Receivable Current:

This option helps you to find the customers payment status who are paid and who are not paid and who having balance due amount. So that you can easily follow up the unpaid and balance due customers.

E) Account Statement Current:

Here you can easily filter your clients with the use of powerful Ajax integration. Yes, all you need to do is just select search type and choose the “From to End date” and select the “Payment Status”, and hit the normal print.

F) Terms & Conditions:

Every quotations may require terms and conditions fields below. If so, always type the terms and conditions text for each client is a frustrating job. This is why, we create this option for you.

Here in terms & conditions section, you can create a common or unique terms and conditions texts one time and use it many times whenever you need.

Purchase Overview

The purchase has the following sections:

• Vendor
• Add Items
• Purchase Invoice
• Purchase Stmt
• Terms & Conditions

A) Vendor:

Here you can add your vendor details. To add a new vendor, navigate vendor and fill up the form details and click “Add”.

B) Items:

In items, you can add the items in your stock, set the purchase price, sales price, and stock limit.

C) Purchase Invoice:

Here you’ll find all your purchase invoices and status of the invoices.

D) Purchase Stmt:

Purchase Stmt is the great option to filter the specific suppliers from “From Date to End Date”, and status type.

F) Terms & Conditions:

Here in terms & conditions section, you can create a common or unique terms and conditions texts one time and use it many times whenever you need.

Accounts Overview

The Accounts has the following sections:

• Vouchers
• Sales Register
• Purchase Register
• GL
• Receive Payment
• Reverse Invoice
• Account Statement
• Accounts Payable
• Approval
• PLS(Profit & Loss)
• A.T
• Sales Partner
• Customer
• Settings

A) Vouchers:

Vouchers is the quickest and easiest way to entry your debit and credit entries of your company. We divided vouchers into two sections:

1. Expenses (Debit Note) – You can enter all your expense entries here. To add new expense debit entry, navigate to Vouchers > Expenses (Debit Note) > Click “Add New” button and Fill up the form.
2. Income (Credit Note) – You can enter all your credit entries here. To add new income credit entry, navigate to Vouchers > Income (Credit Note) > Click “Add New” button and Fill up the form.

B) Sales Register:

Here you can check all your sales transactions very clearly. Yes, the easy grid layout displays you the sales transaction type, customer name, contact person, payment status, payed amount and due amount. In addition, you can also export the complete details in various formats such as PDF, WORD, and XLS. 

C) Purchase Register:

Here you can register your vendor purchases. Whenever, you buy items from any vendor/suppliers, you have to create a purchase register. To add new, click “Add New” and Fill up the form details and click the “Add” button below to save it.

D) General Ledger:

Here you can find the general ledgers data.

E) Receive Payment:

All your sales records can be found here. Once you receive the payment from your customers, just click the customer record and click the “Receive Payment” button located at the top of the form.

F) Account Statement Current:

If you want to know the current account status of the specific customer from the specific date? You can use this option. Here you can able to filter the customers by name, dates and payment status.

G) PLS (Profit & Loss Statement):

Here you’ll see the profit & loss statement from your required dates.

H) Sales Partner:

The sales partner has divided into 4 sections:

1. Add Partner: To add you sales partner, click “Add Partner”. Fill Up the basic details of him/her and set target, and commission.
2. Com Statement: Here you can check any sales partner from specific “start dates to end dates” and payment status. Sound’s good?
3. Com Vouchers: Here you can create vouchers for your sales partners.
4. View Commissions: Here you’ll see the commissions of the every partners and status.

I) Customer:

The customer has divided into 3 sections:

1. All: Here you’ll see the complete list of your company customers.
2. Add / Update: Here you can add new customers and update the existing customers records easily with a single click.
3. Credit Customers: All of your credit customers can be found here.

J) Settings:

The settings has divided into 3 sections:

1. Mode of Payment: By default, the mode of payment such as cash, cheaque, and bank transfer can be found. If you would like to add any other payment method, you can do it here.
2. Tax: Here you can add the tax method, and set the tax percentage
3. M.Tool: This merge tool will help you to merge the two customers into one. It’s rare, sometime may be you need.

HR Overview

The HR has the following sections:

• Employees
• Appraisal
• Leave
• Loan
• Legal
• Salary Voucher
• Attendance
• EMP Report

A) Employees:

Here you can add your employee details. To add new employees, navigate to employees > click “Add New” and fill up the all fields which are required in that form and click “Add” button below.

B) Appraisal:

Here you can set appraisal for your employer such as basic salary, house rent, transportation, other allowance, and shift hours.

C) Leave:

Here you’ll see the list of employees who is requested for leave. In that leave application, the fields such as EMP Name, EMP ID, From Date, To Date, No of Days, Type, and Status can be found. 

By Default, all leave request status will be pending. So, if you would like to approve or deny the leave request, just click “Edit” button located at left side and change the status and save it.

D) Loan:

Here you can proceed loan to your employee who actually need.  

F) Salary Voucher:

We divided the salary voucher into two sections:

1. Create Voucher: This helps you to create salary voucher for your employee every month. To create voucher, just click the “Add” button for the specific employee and fill up the form.
2. All Vouchers: Here you’ll see the all vouchers lists.

G) Attendance:

The attendance has divided into 4 sections: They are

1. Attendance – 
2. Att Verification –
3. All Att –
4. Monthly Att Report –

H) EMP Report:

Here you can easily understand your employer performance. To check your employee report, all you need to do is, just select the “From Date”, “End Date” and select the “Employee Name” on dropdown.

After the selection, our system will quickly shows you the data,

• No of Jobs
• UP
• Cancel
• Completed Invoices
• Amount
• Salary

Activity Log Option is to understand who is accessing your application and what he/she makes changes and which IP he/she access. This option is useful for the company admins.

Settings Overview

The settings has the following options.

• Users

A) Users:

The users has divided into two sections:

1. Add/Update User – Here you can add new user or update the existing user.
2. Update Password – As an Admin, you can change the password of any user who is accessing your application.

My Profile Overview

My Profile has the following sections:

• My Profile
• Daily Work RPT
• Leave APP
• Change Password

A) My Profile:

Here you can edit your personal profile details.

B) Daily Work RPT:

Here you can enter your daily work report.

C) Leave App:

Here you can request leave application form. To create a leave app, navigate to Leave App > Fill up the form details such as “EMP Name (Your Name)”, “From (From Date)”, “To (To Date)”, “Select type in drop down”, and “Enter Your Comments” and Click “Add”.

D) Change Password:

Here you can change your login password.

Log Out when your work complete, or when you leave the office.