FAQ

Default solution folder, feel free to edit or delete it.

How to add / edit company?
Add New Company or Edit Company You would have created a company while signing up OnCloudERP.  You need to ensure mandate data such as Country,...
Wed, 5 Dec, 2018 at 4:18 AM
How to add / edit users?
Go to Home> Tenant Control Panel> User Setup and click on Users add button as shown below: Please find the video on how to create users  ...
Fri, 18 Jan, 2019 at 5:13 AM
How to add / edit user roles?
Go to Home> Tenant Control Panel> Roles Setup and click on Roles add button as shown below: Roles will help you in setting up your org...
Fri, 3 Feb, 2017 at 1:53 AM
How to map a role with modules and forms?
Go to Home> Tenant Control Panel> User Setup and click on Role module Form Mapping add button as shown below: Here is how you can configure...
Fri, 3 Feb, 2017 at 2:13 AM
How do I delete an Invoice ?
 You can delete the document when the status is in “Draft”. If the document is not a draft, kindly follow the below steps. ...
Thu, 6 Oct, 2016 at 9:44 AM
How to map a User with Companies and Roles?
Map a User with Companies and Roles Go to Home> Tenant Control Panel> User Setup and click on User Company Role Mapping add button as shown be...
Fri, 3 Feb, 2017 at 2:29 AM
How to change the Web Address for my subscription?
Each customer will be provided a dedicated Web address to work with OnCloudERP. By default, system will generate a random Wed Address and allow users to...
Thu, 27 Oct, 2016 at 8:02 AM
What is document / Number series?
Here is the detailed explanation on Document Series. Document Series This is a code which is used to represent a unique identity of records in a ser...
Mon, 20 Feb, 2017 at 1:49 AM
How to create a new document series?
Go to Application Settings -> Application Setup -> Number Series Click on Add New (+) Input the information which is required as shown be...
Mon, 20 Feb, 2017 at 2:10 AM
How to map document series to a Form such as Sales Order, Purchase Order, etc…?
Go to Application Settings -> Application Setup -> Number Series Relation Here the details about the relation between the Forms/Screens and th...
Mon, 20 Feb, 2017 at 2:26 AM