CERP User Manual
Explore modules to delve deep into CERP features
Basics
Introduction
Introduction to CERP and things to understand before you start your implementation
Setting Up
Learn how to configure CERP for your company and organization structure
Using CERP
Learn how to navigate your way around the user interface and helpful utilities
Automation
Learn how to automate CERP for saving your time from performing periodic mundane tasks
Core Modules
Accounts
Financial accounting from setup to billing, journals, ledgers and reports
Stock
Inventory management with hierarchical location tree, stock movements, serials and batches
CRM
Tracking presales process from Lead capturing, tracking open Opportunities, to emails and calls
Selling
Selling covers sales operations like Quotations (Offers), Sales Orders and Delivery tracking
Buying
Manage purchasing in CERP right from material requisition, supplier quotes to Purchase Orders
Human Resources
Leave and Attendance Tracking, Expense Claims, Salary and Payroll, Recruitment, Performance and more
Projects
Project and task management with full integration with billing and cost centers
Support
Track customer tickets and issues, maintain server levels and track response and resolutions
Asset
Fixed asset management and tracking with depreciation, asset allocation and movement tracking
Quality
Quality management system with procedures, goals, tracking and reviewing
Industry Modules
Manufacturing
Manage multi-level Bill of Materials, plan and track production with Work Orders
Education
Manage the entire life cycle of a student from admission, enrollment to attendance and assessment
Healthcare
Manage patients, practitioner schedules and their reports with appointments, consultations, procedures and lab reports