Video Tutorials & Interactive Guides
Browse end-to-end practical demonstrations, configuration setups, and best practices across TechoERP modules.
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
Master customer setup, credit limits, billing currencies, tax rules, and contact information.
Creating and Fulfilling Sales Orders
End-to-end sales workflow from quotation acceptance to sales order approval and dispatch release.
Sales Invoice Generation & Payment Reconciliation
Learn how to generate tax-compliant Sales Invoices, apply item discounts, and record incoming customer payments.
Payment Entry & Bank Transaction Reconciliation
Record incoming customer payments, supplier payouts, and internal bank transfers with automatic GL postings.
Item Master, Stock Units & Product Catalog
Setup inventory items, unit of measurement (UOM) conversions, barcode tracking, and valuation methods.
Delivery Note & Warehouse Dispatch Workflows
Learn how warehouse managers create delivery notes, verify packing slips, and deduct inventory from stock ledgers.
Project Planning, Tasks & Gantt Charts
Manage complex projects, track milestones, assign tasks to team members, and monitor project budgets.
Employee Timesheets & Activity Cost Billing
Track staff hours spent on customer projects, compute internal activity costs, and bill client hours.
Role Permission Manager & Security Matrix
Configure granular field-level and document-level access permissions across all ERP modules and roles.
Setting Up Email Inbox & Outgoing SMTP
Connect corporate email accounts via IMAP/SMTP or OAuth2 to send invoices, quotes, and support tickets.
WooCommerce E-Commerce Store Integration
Automatically synchronize e-commerce orders, inventory levels, and customer records between WooCommerce and TechoERP.