The DesiERP guide: every module, every screen

The Dashboard module is the first thing you see after signing in. It shows your sales, purchases, stock, dues and cash in tiles and charts, and holds the Approvals inbox where documents wait for a manager's yes. Each dashboard opens only for users whose role has Read permission on it.

• Dashboards
• Approvals

Masters hold the records every transaction uses again and again: your customers and suppliers, the groups they belong to, and your items with their categories, brands, HSN codes, units and special price lists. Set these up once and the sales, purchase and stock screens pick them up from here.

• Parties
• Items

The setup records the rest of the app relies on: your branches and stores, your accounts and bank accounts, payment terms and currencies, manufacturing recipes, document numbering and sales pipelines. Set these up once when you start, and change them as the business grows.

• Company structure
• Accounts and banking
• Terms and currencies
• Manufacturing setup
• Numbering and pipelines

Sales covers everything from the counter till to the money coming in: quick billing at the shop counter, quotations and agreements, sales orders and delivery, tax invoices and returns, and collecting what customers owe. Each document carries a branch, and one document can be raised from the one before it, for example a quotation becomes a sales order, the order is shipped, and the shipment is invoiced.

• Point of Sale
• Quotes & Agreements
• Orders & Delivery
• Billing
• Receivables
• Customers

The Purchase module covers buying from start to finish: asking for goods, getting quotes, ordering, receiving, booking the supplier's bill, returning goods and paying. Each document is saved as a Draft and moves stock or accounts only when it is completed. Supplier balances, ageing and performance are tracked alongside.

• Sourcing & Orders
• Billing
• Payables
• Suppliers

The Inventory module shows what stock you hold, how it moved, what is about to expire and what is overstocked, and records stock corrections, transfers between branches and barcode labels. Stock is held per branch, and each warehouse is set up as a branch; racks and shelves (locators) are recorded on goods receipts.

• Stock
• Stock Transactions

Manufacturing takes a product from a plan to finished stock. You decide what to make, raise production orders from the product's bill of materials, hand material to the shop floor, track each operation on job cards, inspect what was made and see what every run cost.

• Overview
• Planning and production
• Shop floor
• Reports

Accounting keeps your books from the documents you already make. Sales, purchases, receipts and payments post their own ledger entries; here you add the entries that have no other document, read the day book, cash book and ledgers, match the bank, and see the trial balance, profit and loss, balance sheet and cash flow. A Tally export is there for your accountant.

• Vouchers
• Books
• Banking
• Financial statements
• Export

The GST & Tax module turns the sales invoices, purchase bills and expenses you already enter into GST returns, input tax credit checks, e-invoices, e-way bills and TDS / TCS registers. Nothing here needs separate data entry: each page reads your books and shows what goes into the return, what to fix first and what is still pending.

• Returns
• Input Tax Credit
• e-Invoice & e-Way Bill
• Tax Reports

Staff & Payroll keeps your employee records, the daily attendance register, leave, and the monthly payroll with PF, ESI, professional tax, labour welfare fund and TDS. It also handles staff loans, one-off pay additions and deductions, and the full and final settlement when someone leaves. When a payroll or settlement is paid, the entries go to your books with each payable in its own account.

• HR setup
• Overview
• People
• Time
• Payroll
• Payroll setup

CRM keeps track of people who might buy and customers who already have. You record leads, follow up on time, move them through a pipeline, follow each sale from quotation to cash, and keep in touch after the sale with renewals, care calls, loyalty points and testimonials.

• Overview
• Leads and deals
• Customer relations
• Marketing

Settings is where you set up DesiERP for your business: your company profile and logo, users and their role permissions, approval workflows, how documents look when printed, custom fields and tags, e-Invoice and e-way bill setup, stock control, email templates and sending, API keys, and the audit and activity logs. Most of these are set once and changed only when your business needs change.

• Company & Users
• Documents & Printing
• Fields and tags
• e-Invoice and stock
• Email and integrations
• Audit and activity

These menus hold the tools around your daily work: bringing data into DesiERP from a spreadsheet, downloading your data, finding help, raising support tickets, and paying for your logins and e-Invoice credits. Each login is recharged separately, and e-Invoice / e-way bill credits are bought on their own.

• Import and export
• Help and support
• Subscription