Knowledge Base & Learning Hub

TechoERP Documentation

Comprehensive user manuals, integration guides, setup tutorials, and feature specifications for TechoERP.

Getting Started Video Tutorials Browse All 96 Topics

Documentation by Module

Explore functional guides organized across standard business processes.

Setting Up & System

Configure system users, email OAuth2 domains, tax templates, permissions, and company defaults In TechoERP.

TechoERP Integrations

Connect TechoERP with e-commerce stores, telephony services, shipping providers, and payment gateways.

Accounts & Finance

Manage Chart of Accounts, Multi-Currency Invoices, Ledger entries, and Auto Bank Reconciliation.

Stock & Inventory

Batch tracking, Serial Numbers, Stock Valuation, Pick Lists, Putaway Rules, and Landed Cost In TechoERP.

Selling & CRM

Omnichannel lead tracking, Quotations, Sales Orders, Dynamic Pricing Rules, and Supplier Portal.

Automation & Custom Scripts

Custom DocTypes, Server Scripts, Client-side JS, Event Streaming, Webhooks, and Web Page Builder.

Featured Video Tutorials

Watch practical walkthroughs for core workflows.

View All Video Tutorials
How to Set Up Chart of Accounts & Financial Hierarchy
12:40
Accounting • Beginner

How to Set Up Chart of Accounts & Financial Hierarchy

Learn how to configure your company chart of accounts, define parent groups, and manage ledger accounts in TechoERP.

Customer Master & Relationship Management
09:15
Sales • Beginner

Customer Master & Relationship Management

Master customer setup, credit limits, billing currencies, tax rules, and contact information.

Creating and Fulfilling Sales Orders
14:20
Sales • Beginner

Creating and Fulfilling Sales Orders

End-to-end sales workflow from quotation acceptance to sales order approval and dispatch release.

Quick Start Guides

Step-by-step procedures to configure your system rapidly.

Full Index
GuideModuleTopicOpen
Email Inbox ConfigurationSetting UpSetup system users and link email OAuth2 domains with real-time push routing.Read
Setting Up TaxesSetting UpConfigure tax templates, chart of accounts tax ledgers, and automated GST/VAT.Read
Balance Sheet & Financial ReportsAccounts & FinanceRun multi-dimensional balance sheets, drill down into ledgers, and configure groups.Read
Multi Currency AccountingAccounts & FinanceHandle multiple transactional currencies, exchange rate revaluation, and forex gain/loss.Read
Quotation ManagementSelling & CRMCreate sales quotations, configure price lists, calculate margins, and print PDF quotes.Read
TechoERP Features & Release NotesUpdatesOverview of 90+ new features, banking tools, serial batch valuation, and reporting updates.Read

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