Softsasi ERP - Comprehensive User & Feature Guide
1. Introduction
Softsasi ERP is an all-in-one business management solution consolidating Accounting, HR, CRM, and Project Management. It streamlines operations, allowing users to manage finances, staff, and client relationships from a single, cloud-based platform.
Softsasi ERP is an all-in-one business management solution consolidating Accounting, HR, CRM, and Project Management. It streamlines operations, allowing users to manage finances, staff, and client relationships from a single, cloud-based platform.
2. Onboarding & Access
Registration
Plan Selection: Admins select a pricing plan (e.g., Lite, Growth) on the landing page.
Account Creation: Enter email and credentials; the selected plan is automatically attached.
Access: Immediate access to features upon verification.
Plan Selection: Admins select a pricing plan (e.g., Lite, Growth) on the landing page.
Account Creation: Enter email and credentials; the selected plan is automatically attached.
Access: Immediate access to features upon verification.
Login Processes
Super Admin: Access high-level controls (SaaS management, plans, global settings) via the dedicated login page.
Admin/User: Access company-specific dashboards using registered credentials. Features are restricted based on assigned roles.
Super Admin: Access high-level controls (SaaS management, plans, global settings) via the dedicated login page.
Admin/User: Access company-specific dashboards using registered credentials. Features are restricted based on assigned roles.
3. Super Admin Management (SaaS Control)
Super Admins manage the platform's commercial and operational backbone:
Dashboard: Analytics on total users, orders, revenue, and plan popularity.
User & Plan Management: Create/edit users, reset passwords, and manage pricing plans/coupons.
Order Management: Track subion orders and payment statuses.
Content Management: Configure Landing Pages (Home, Pricing, FAQs) and Email Templates (Welcome, Invoices, Support).
Referral Program: Manage partner commissions, payout thresholds, and requests.
Super Admins manage the platform's commercial and operational backbone:
Dashboard: Analytics on total users, orders, revenue, and plan popularity.
User & Plan Management: Create/edit users, reset passwords, and manage pricing plans/coupons.
Order Management: Track subion orders and payment statuses.
Content Management: Configure Landing Pages (Home, Pricing, FAQs) and Email Templates (Welcome, Invoices, Support).
Referral Program: Manage partner commissions, payout thresholds, and requests.
4. Core Dashboards & Reporting
Accounting: Cashflow, income vs. expense, account balances, and tax summaries.
HRM: Attendance, leave reports, payroll overview, and event calendars.
CRM: Lead/Deal status, contract lists, and pipeline reports.
Projects: Task progress, logged hours, expense tracking, and due dates.
POS: Sales vs. purchase analytics, warehouse stock, and daily/monthly reports.
Accounting: Cashflow, income vs. expense, account balances, and tax summaries.
HRM: Attendance, leave reports, payroll overview, and event calendars.
CRM: Lead/Deal status, contract lists, and pipeline reports.
Projects: Task progress, logged hours, expense tracking, and due dates.
POS: Sales vs. purchase analytics, warehouse stock, and daily/monthly reports.
5. Key Modules
HRM System
Employee Management: Onboarding, asset management, and document storage.
Payroll & Performance: Salary processing, payslips, appraisals, and goal tracking.
Recruitment: Job posting, candidate tracking, and interview scheduling.
Time & Attendance: Biometric/manual attendance, leave management, and holiday calendars.
Employee Management: Onboarding, asset management, and document storage.
Payroll & Performance: Salary processing, payslips, appraisals, and goal tracking.
Recruitment: Job posting, candidate tracking, and interview scheduling.
Time & Attendance: Biometric/manual attendance, leave management, and holiday calendars.
Accounting System
Banking & Sales: Manage accounts, transfers, invoices, estimates, and revenue.
Purchases: Supplier management, bills, and debit notes.
Double Entry: Chart of Accounts, Journal Account, Ledger, Balance Sheet, and Trial Balance.
Tools: Budget planner, financial goals, and print setting customization.
Banking & Sales: Manage accounts, transfers, invoices, estimates, and revenue.
Purchases: Supplier management, bills, and debit notes.
Double Entry: Chart of Accounts, Journal Account, Ledger, Balance Sheet, and Trial Balance.
Tools: Budget planner, financial goals, and print setting customization.
CRM System
Pipeline Management: Track Leads and Deals with Kanban/List views.
Operations: Form builder, contract management, and detailed activity logging (calls, notes, files).
Pipeline Management: Track Leads and Deals with Kanban/List views.
Operations: Form builder, contract management, and detailed activity logging (calls, notes, files).
Project Management
Execution: Task management (List/Grid), Gantt charts, and Timesheets.
Issues: Bug tracking and resolution status.
Setup: Customizable task stages and bug statuses.
Execution: Task management (List/Grid), Gantt charts, and Timesheets.
Issues: Bug tracking and resolution status.
Setup: Customizable task stages and bug statuses.
Product & POS System
Inventory: Manage Products/Services, stock levels, and warehouses.
Sales: POS interface, barcode printing, and quote generation.
Purchasing: Manage vendor purchases and stock transfers.
Inventory: Manage Products/Services, stock levels, and warehouses.
Sales: POS interface, barcode printing, and quote generation.
Purchasing: Manage vendor purchases and stock transfers.
6. Operations & Support
User Management: Manage Users, Clients, and customize Roles & Permissions.
Support System: Ticketing system with priority status, attachments, and reply history.
Communication:
Zoom Integration: Schedule and launch meetings directly from the ERP.
Messenger: Internal messaging system.
Notifications: Automated s for new leads, payments, tasks, and system updates.
User Management: Manage Users, Clients, and customize Roles & Permissions.
Support System: Ticketing system with priority status, attachments, and reply history.
Communication:
Zoom Integration: Schedule and launch meetings directly from the ERP.
Messenger: Internal messaging system.
Notifications: Automated s for new leads, payments, tasks, and system updates.
7. Advanced Features & Settings
AI Content Generation: Generate templates (emails, proposals) using OpenAI (GPT-3.5/4) or Google Gemini (1.5 Flash/Pro, 2.0 Flash).
System Settings:
Brand & Localization: Logos, themes, currency, and timezone settings.
Payment Gateways: Integration with Stripe, PayPal, SSLCommerz, Razorpay, and others.
Integrations: Slack, Telegram, Twilio, and Google Calendar.
Security: IP restrictions and ReCaptcha settings.
AI Content Generation: Generate templates (emails, proposals) using OpenAI (GPT-3.5/4) or Google Gemini (1.5 Flash/Pro, 2.0 Flash).
System Settings:
Brand & Localization: Logos, themes, currency, and timezone settings.
Payment Gateways: Integration with Stripe, PayPal, SSLCommerz, Razorpay, and others.
Integrations: Slack, Telegram, Twilio, and Google Calendar.
Security: IP restrictions and ReCaptcha settings.
Turning Chaos into Clarity
Switching to Softsasi ERP was refreshing. All our essential functions are in one place, easy to use, and even our less tech-savvy staff adapted quickly. Productivity is up and confusion is down.
