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Getting Started with BharatERP
Quick Start Guide
Complete setup in 5 minutes
- Create your account
- Set up your company profile
- Configure basic settings
- Import your data
Video Tutorials
Step-by-step video guides
- BharatERP Overview (5 min)
- First Login Setup (3 min)
- Dashboard Tour (4 min)
- Basic Navigation (2 min)
Installation Guide
Download and install BharatERP
- System requirements
- Download links
- Installation steps
- License activation
Training Resources
Learn BharatERP efficiently
- User manual (PDF)
- Certification program
- Live training sessions
- Webinar recordings
Account Setup & Configuration
Set up your company profile with essential business information:
- Company Details: Name, address, contact information
- Tax Information: GST number, PAN, tax settings
- Business Type: Industry, company size, business model
- Financial Year: Accounting period configuration
- Currency Settings: Primary and secondary currencies
Required Documents:
- Business registration certificate
- GST certificate
- Bank account details
Manage users, roles, and permissions in your organization:
Add Users
- Create user accounts
- Set login credentials
- Assign departments
Define Roles
- Create custom roles
- Set permissions
- Module access control
Security Settings
- Password policies
- Two-factor authentication
- Session management
Billing & Payment Support
Subscription Management
- View current subscription
- Upgrade/downgrade plans
- Change billing cycle
- Pause subscription
- Cancel subscription
Payment Methods
- Add payment method
- Update card details
- Set default payment
- Enable auto-pay
- Remove payment method
Invoice & History
- Download invoices
- Email invoices
- Search payment history
- Filter by date range
- Export statements
Billing Issues
- Payment failed
- Duplicate charges
- Billing discrepancies
- Request refund
- Contact billing support
Features & Modules
Accounting
- General Ledger
- Accounts Receivable
- Accounts Payable
- Bank Reconciliation
- Financial Reports
Inventory
- Stock Management
- Warehouse Tracking
- Purchase Orders
- Stock Reports
- Reorder Alerts
Human Resources
- Employee Records
- Payroll Management
- Attendance Tracking
- Leave Management
- Performance Reviews
Project Management
- Project Planning
- Task Management
- Time Tracking
- Resource Allocation
- Project Reports
Reports & Analytics
- Financial Reports
- Sales Analytics
- Custom Dashboards
- Data Visualization
- Export Options
Troubleshooting & Common Issues
Common Login Problems:
-
Forgot Password
Use "Forgot Password" link on login page -
Account Locked
Contact admin or wait 30 minutes -
2FA Issues
Check authenticator app or SMS
Quick Solutions:
- Clear browser cache and cookies
- Try incognito/private browsing mode
- Disable browser extensions temporarily
- Check caps lock and keyboard layout
- Verify internet connection
Performance Problems:
-
Slow Loading
Pages take too long to load -
Timeouts
Operations timing out -
High Memory Usage
Browser consuming too much RAM
Performance Tips:
- Close unused browser tabs
- Clear browser cache regularly
- Disable unnecessary extensions
- Use latest browser version
- Check internet speed
- Restart browser periodically
Data Related Issues:
-
Data Not Saving
Changes not being saved -
Sync Issues
Data not synchronizing -
Missing Records
Cannot find specific data
Data Recovery Steps:
- Check if data is in another tab/window
- Refresh the page and try again
- Check user permissions for the module
- Verify network connection stability
- Look in archive/deleted items
- Contact support for data recovery
Browser Compatibility:
| Browser | Minimum Version | Recommended | Status |
|---|---|---|---|
| Google Chrome | v90+ | Latest | Fully Supported |
| Mozilla Firefox | v88+ | Latest | Fully Supported |
| Safari | v14+ | Latest | Partially Supported |
| Microsoft Edge | v90+ | Latest | Fully Supported |
API & Integration
API Documentation
Integrate BharatERP with your existing systems using our RESTful API:
Available Endpoints:
- Authentication & Authorization
- Customer Management
- Product Catalog
- Order Processing
- Invoice Generation
- Inventory Management
- Reporting APIs
Features:
- RESTful architecture
- JSON request/response
- OAuth 2.0 authentication
- Rate limiting protection
- Comprehensive error handling
- Webhook support
- API versioning
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System Status
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All systems running normally