TechoERP Wiki Documentation Index

Email Management

• Email Inbox - Configure email accounts for system users, link multiple emails, manage email actions.

• Email Account - Create and manage email accounts for different email services.

• Email Domain - Configure SMTP/IMAP settings for Gmail, Yahoo, Outlook, Sparkpost, SendGrid.

• Sending Email - Setup outbound email configuration.

System Configuration & User Management

• Taxes Configuration - Configure tax templates for sales and purchase transactions.

• Accounts Settings - General accounting configuration.

• Bulk Update - Update multiple records in batch operations.

• Email Notifications - Configure automated email notifications.

• Adding Users - Create new system users and assign permissions.

• Users and Permissions - Manage user access control & role permissions.

System Administration & Security

• Administrator - The 'Administrator' in TechoERP is above the System Manager and has all the rights and permissions for an TechoERP account.

• Change existing user's email ID or Rename User - The User ID is created based on the email address. When a user is renamed, its value is updated in all existing records, including change...

• Disable Any User - If you want to prohibit an TechoERP user from using the system then you can follow the below steps. This will be useful when your employee...

• Disable Signup on TechoERP Website - TechoERP has portal feature available which allows third parties like Customers and Suppliers sign, place new orders and track updates on ...

• Downloading Backups - In TechoERP, you can manually download a database backup.

• Edit a Field after Submission - In TechoERP, once a document is submitted, you can only edit it through Cancel

• Email Dropbox - When you receive emails from Leads, Customers, Suppliers, or other business partners, you might wish to attach those to their relevant re...

• Fetching Values From Master - To pull a value of a link on selection, use the addfetch method.

• Introduction - TechoERP is business management software that helps companies stay on top of their operations, whether it's tracking inventory, managing f...

• Letter Head in the Report - In the reports, Letter Head is fetched from the Company master.

• Perm Levels - Perm Level, short for Permission Level, is a field-level permission system in TechoERP and TechoERP. It lets administrators control access t...

• Requirements for South Africa - TechoERP aims to support local regulation for different regions in the world. In most cases, TechoERP is very flexible, so you can easily a...

• Setting Up Email Signature in TechoERP - To add your signature, go to your User Profile under Settings

• Share Reports - Nova Electronics Trading starts with three shareholders: Elena Brooks holds 6,000 shares, Marcus Lee holds 4,000, and Horizon Ventures LL...

• Sync DocTypes with Events Calendar - Create calendar view for sales order, sales invoice or any other doc-types by following these simple steps

Telephony Integration

• Exotel Integration - Integrate with Exotel for telephony, employee call notifications, and tracking.

E-Commerce Integration

• Woocommerce Integration - Setup Woocommerce integration for product, inventory, and order syncing.

• Shopify Integration - Connect TechoERP with Shopify store.

Payment Integration

• PayPal Integration - Account setup, COA mapping, clearing accounts.

• Razorpay Integration - API configuration, webhooks, Chart of Accounts mapping.

• Stripe Integration - Publishable & Secret key config, receiving accounts.

• Paytm Integration - Merchant ID setup and transaction security keys.

• M-Pesa Integration - M-Pesa SID, POS settings, mobile balance management.

Shipping Integration

• Packlink - Shipping label and rate management.

• Sendcloud - Shipping solution integration.

• LetMeShip - Service highlights, rate fetching, and label printing.

• Chart of Accounts - Configure accounts structure and tax classification.

• Sales Invoice - Additional discounts, payment terms, ledger updates on submission.

• Purchase Invoice - Purchase invoice management and payment terms.

• Debit Note / Credit Note - Financial price adjustments and returns.

• Bank Reconciliation - Bank transaction uploads, statement matching, and balance posting.

Financial Statements & Reports

• Balance Sheet - Nova Industries ends 2026 with $293,745 of assets, $184,305 of liabilities, and $109,440 of provisional profit. The owner wants to know w...

Banking & Payments

• Bank Guarantee - Northstar Retail, a customer of Nova Industries, places a large electronics order but wants protection if Nova Industries does not meet t...

Financial Statements & Reports

• Customise Cash Flow Report - Nova Industries's default Cash Flow report explains how cash moved through operating, investing, and financing activities. Finance wants ...

Accounting Setup

• Fixing Fiscal Year Error - Nova Industries creates an invoice dated 2 January 2027, but TechoERP reports that the date is not in the selected fiscal year. The transa...

Banking & Payments

• Invoice Discount in Payment Entry - When a Customer pays less because an approved settlement discount applies, allocate the amount received and record the discount in the De...

• Multi Currency Accounting - Nova Industries manufactures electronics, buys components abroad, and distributes finished products in several currencies.

Accounting Setup

• Regional Chart of Accounts - TechoERP provides standard Chart of Accounts which are pre-configured based on the country or region, enabling users to get started quickly.

• Taxes - TechoERP calculates taxes on sales and purchase transactions from reusable accounts, templates, categories, rules, and item-specific rates...

• Item Master - Item defaults configuration, attributes, and stock tracking.

• Item Group - Organize items hierarchically into groups.

• Stock Ledger Entry - Track raw inventory movements and valuations.

• Pick List & Putaway Rules - Create pick lists with automated putaway rules.

• Landed Cost Distribution - Distribute freight and landed costs to item costs.

Stock Transactions & Valuation

• Closing Stock Balance - Note: In TechoERP the closing stock balance has renamed as Stock Closing Entry

• Delivery Note Negative Stock Error - Question: When submitting a Delivery Note, receiving a message says that item's stock is insufficient, but we have item's stock available...

Item Management

• Maintaining Supplier's Item Code In the Item master - The item code you assign to an item may differ from the code your supplier uses for the same item. TechoERP lets you record the supplier's...

• Track Items Using Barcode - A barcode is a value decoded into vertical spaced lines. Barcode scanners are the input medium, like Keyboard. When it scans a barcode, t...

• Quotation & Sales Order - Customer quotations and sales order processing.

• Lead Source & Opportunities - Configure CRM lead sources and opportunity funnels.

• Margin & Pricing Rules - Add item margins, promotional rules (Buy 1 Get 1 Free).

• Supplier Portal - Allow suppliers to submit quotations directly via portal.

Sales Team & Incentives

• Add Sales Persons to Sales Transactions - Use the Sales Team table to attribute a sales transaction to one or more Sales Persons. TechoERP uses each person's Contribution (%) to ca...

Sales Operations

• Amending Sales Order after Submit - After a Sales Order is submitted, its core values are locked to protect the audit trail. TechoERP provides two ways to make a correction: ...

Sales Team & Incentives

• Calculate Incentive For Sales Team - TechoERP can calculate incentives for an internal sales team directly from the Sales Team child table on supported transactions. Each Sale...

CRM & Marketing

• Lead Source - Lead Source is a channel through which the leads are generated.

• Newsletter - Newsletter is an email which is sent to a specific group of subscribers periodically.

Retail & POS

• POS Invoice Consolidation - In the version 13 refactor of the Point of Sale, in an effort to add speed to the Point of Sale, the sales from the POS session do not af...

Sales Operations

• Quotation - A Quotation in TechoERP records the products or services, quantities, prices, taxes, validity, delivery expectations, and commercial terms...

Sales Team & Incentives

• Sales Person Target Allocation - Sales targets in TechoERP compare planned quantity or revenue with actual performance from submitted sales transactions. Targets can be as...

Retail & POS

• Shopping Cart - In addition to listing products, TechoERP also allows selling them via the Shopping Cart.

• Purchase Order & Purchase Invoice - PO creation and invoice processing.

• TDS Setup - Tax Deducted at Source configuration (India compliance).

Purchase Orders & Management

• Amending Purchase Order after Submit - You can amend the Rate and Qty of items in a submitted Purchase Order using the Update Items button, without cancelling the order.

• Bill of Materials (BOM) - BOM creation, explosion items, update logs.

• Work Order & Capacity Planning - Workstation capacity setup, calendar visualization.

Production Planning & Operations

• Capacity Planning based on Work Order - Capacity Planning functionality helps you in tracking production jobs allocated on each Workstation.

• Production Scrap Management - Scrap means waste that either has no economic value or only the value of its basic material content recoverable through recycling.

• Work Order Summary - To access the Work Order Summary, go to:

• Employee Master - Link system users, contact details, employment types.

• Leave Management - Leave policies, compensatory requests, leave allocations.

• Gratuity Calculation - Gratuity setup and automated calculations.

Time Tracking & Costing

• Activity Cost - Activity Cost records the per-hour billing rate and costing rate of an Employee against a particular Activity Type.

• Field Types & Custom Scripts - Field type options, duration, and client-side JS scripts.

• Form & Button Customization - Hide buttons, rename labels, customize print formats.

• Event Streaming & Webhooks - Setup event streaming and error retry handling.

Low-Code & Customizations

• Client Scripts - Client Scripts are small code snippets that are executed in the browser to extend or customize the standard functionality of TechoERP.

• Custom Field - Every form in TechoERP has a standard set of fields. If you need to capture some information, but there is no standard Field available for...

• Manage Tree Structure Masters - Some of the masters in TechoERP are maintained in tree structure. Tree structured masters allow you to set Parent master, and Child master...

• Naming Series as Per GST Rules - Rule 46 (b) of the CGST Rules 2017 specifies that the tax invoice issued by a registered person should have a consecutive serial number, ...

• Translations - TechoERP is available in various languages most of which has been contributed by TechoERP community.

Project Management & Portals

• TechoERP for Service Organization - TechoERP supports service organizations such as software companies, certification providers, agencies, professional-services firms, and in...

• Project from Customer Portal - If you are working on a Project for a Customer, then they need to be updated on its progress from time-to-time. You can achieve this in E...

• Project Overview - The Project Module in TechoERP is used to plan, track, and manage projects within the system. It helps organize project work, monitor prog...

• Project Views - As projects are time-sensitive, we need different kind of views to convey information in a visual manner to users viewing them.

Release Notes & Changelog

• TechoERP Features & Release Notes Index - Curated inventory of 90 new features, accounting tools, and enhancements in TechoERP Version 16.