OnCloudERP Support

Getting Started 3

• Getting started with OnCloudERP
• Setup Wizard
• Support description and contact details

Setup Guide 4

• User Settings
• Application Settings
• Data Porting
• How to setup Unit of Measurement of an Item with floating value ?

Shipping of Goods 1

• Negative Stock

SET UP 6

• Item Master
• ITEM GROUP
• Unit Of Measurement (UOM)
• Location
• Price List

View all 6

Transactions 4

• Shipment and Sale Return
• Item Inward and Purchase Return
• Stock Adjustment and Stock Transfer
• Landing Price

Statement 1

• Detailed views of Stocks

Reports 1

• Insight view of Inventory

Setup 1

• How to create an Asset

Process flow of assets 2

• Processflow of the Asset Module
• Asset Maintenance

Reports 1

• Reporting and Insights

Video Manuals 3

• Asset request between a warehouse Manager and Site Engineer
• Conflict asset Request
• Asset Return Request

Purchase WorkFlow 1

• Purchase Indent / Purchase Request

OVERVIEW 1

• Overview of Purchase Order in OnCloudERP

Workflow 1

• Workflow

Purchase Order Set up 2

• Item Master
• Business Partner

Create a Purchase Order 3

• How to Create a Purchase Order
• Sending Receipt to vendor for the created Purchase Order
• Purchase Return

Purchase Indent 1

• Raising an Indent

Report 1

• Reporting and Insights

Dashboard 1

• Dynamic view of the Buy module

Overview 1

• Customer Relationship Management

Reports 1

• Reports

OVERVIEW 1

• Overview

Sale Order workflow 1

• Workflow

Creating a Sale Order 1

• Creating Sale Order

Sale Order Scenarios 4

• Sale Order From Quotation
• Sale Order From Estimation
• Sale Order to Purchase Order
• Sale Order to Purchase Indent

Reports 1

• Reporting and Insights

Dashboard 1

• Dynamic view of the Sell Module

Accounting Setup 9

• Accounting Overview
• Chart of Accounts
• Accounting Groups
• General Accounting Setup
• Customer Accounting Setup

View all 9

Transactions 3

• Journal Entry
• Payment Voucher
• Receipt Voucher

Opening Entry 4

• Customer's opening entry
• Vendors's opening entry
• How do I make Opening Balances?
• Opening Item Stock Entry

GST (Goods and Service Tax) - India 1

• How to enable GST (Goods and Service Tax) functions in OnCloudERP?

Production Workflow 2

• Production Module
• Workflow of Production Order

Setup 1

• Production Module Setup

Reports 0

Setup 1

• Configuration

Transactions 0

Reports 1

• Reports and Insights

FAQ 11

• How to add / edit company?
• How to add / edit users?
• How do I delete an Invoice ?
• How to change the Web Address for my subscription?
• What is document / Number series?

View all 11

New UI changes 1

• New UI navigation system !

User Access 4

• Add/Edit user
• Edit User Roles
• Mapping Roles with the Forms and Modules
• Mapping a User with Company and Roles

Company Setup 0

VAT (Value Added Tax) for UAE 1

• UAE VAT in OnCloudERP (Draft)

New Feature release 1

• Serial Number Tracking

Payments and Renewals 3

• Payment or Renewing your account Using PayPal
• Renewing your account:
• Changing Web Address of your account