Documentation: how to use Sankalp ERP
Plain, step-by-step guides written for the people who will actually use the screens: the owner, the sales desk, the store, the production supervisor and the accountant. No login is needed to read them.
If you are new, read the first guide and then follow your own department's guide. Most teams are working on real orders by the end of the first day.
Getting startedSign up, choose departments, set up invoices, invite the team.Products and stockItem master, units, reorder levels, QR scanning and low-stock alerts.Sales orders and invoicesParties, punching an order, proforma, confirming, advances, editing, invoices.Production and BOMWork orders, recipe check, launching batches, rejection and rework.Quality controlLog tests, pass or fail batches, print COA, complaints and CAPA.Packing and dispatchPack, set dates, reject or undo, dispatch in parts, mark delivered.Purchase and suppliersSuppliers, requisitions, purchase orders, receiving material, payment.Accounts and reportsCash in and out, vouchers, executive reports and CSV export.Team, roles and securityAdd staff, set roles, control modules, backups and account safety.WhatsAppConnect your number, shared inbox, templates, campaigns, auto-replies.Billing and plansFree trial, billing cycles, extra users, coupons and renewal.
How the guides are organised
Each guide starts with what you need before you begin, then walks through the screen one step at a time, then lists the mistakes people make most often. Screen names in bold match the menu names inside the app.
Which guide is for whom
| If you are… | Start with |
|---|---|
| The owner or admin | Getting started, then Team, roles and security |
| In sales or billing | Sales orders and invoices |
| In stores or purchase | Products and stock, Purchase and suppliers |
| On the production floor | Production and BOM |
| In the lab | Quality control |
| In packing or dispatch | Packing and dispatch |
| In accounts | Accounts and reports |
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