Documentation

WP ERPCore

• Basic Installation

• Easy Setup Wizard

• Dashboard

• Company

• Tools

• Modules Management

• Modules

• Settings

  • Sending Emails Using PreBuilt Templates
  • Enable Birthday Greetings to Your Contacts
  • Form Changing Alert

• Translate WP ERP

  • Translate WP ERP Core Plugin
  • Translate WP ERP Pro(HR Frontend) extension

• User Roles

• Understanding The ERP System Status Report

• HR Request Feature

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WP ERPPro

• WP ERP Pro, Purchase Process

  • Purchasing WP ERP Pro Extensions (Additional)

• How To Activate & Deactivate WP ERP Premium Extensions

• Activating license

• App Bridge Setup & Configuration

• HRM Digest Email

• Upgrading & Downgrading Pro Plan

• WP ERP User Capping

• How To Migrate WP ERP Pro Packages

• CRM Customizable Life Stage

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WP ERPCore

• Getting Started

  • Enabling the HR Module
  • HRM Onboarding

• Managing Employee

  • Adding Employees
  • Employee Profile
  • Creating and Managing Departments
  • Creating and Managing Designations
  • Assigning Department & Designation to an Employee
  • Permission Management
  • Add Inactive Status and Change Status Style

• Leave Management

  • Creating Leave Policy
  • Leave Entitlements
  • Creating Leave Requests
  • Managing Requests
  • Leave Calendar
  • Creating and Importing Holidays
  • Create Leave Types

• Announcement

• Settings

  • Workdays

• Reporting

  • Age Profile
  • Gender Profile
  • Head Count
  • Salary History
  • Years of Service
  • Leaves

• Import-Export Employee

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WP ERPPro

• Asset Manager

• Attendance Management

• Custom Field Builder

• Advanced Leave Management System

• Document Manager Feature

• HR Frontend

• Payroll

• Recruitment

  • AI Settings Configuration
  • AI Job Description Writer
  • AI CV Screening & Analysis
  • Recruitment REST API

• Remote Work Request

• Training

• Resignation Request

• Reimbursement Request

• Organogram Chart

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WP ERPCore

• Getting Started

  • Contact Stages & Contact Owner
  • CRM overview page
  • Help

• Overview

  • View All Contacts
  • View All Companies
  • My Schedules
  • Today's Schedules
  • Upcoming Schedules
  • View Recently Added Contacts & Companies
  • Total Inbound Emails

• Contacts Management

  • Adding a new contact
  • Contact Filtering & Search Segment
  • Sending an Email from template
  • Setting up a Meeting
  • CRM Task Management
  • Assigning a contact to a company
  • Contact Activities Management
  • Add Tags
  • Document Manager For CRM

• Company Management

  • Creating or Updating a new Company
  • Adding a company to a contact group
  • Document Manager for Companies

• Activities

  • What It Displays and How
  • Filter

• Schedules

  • Creating an Event or Log from Calendar

• Contact Groups

  • Creating Groups

• Reports

• Tutorials

  • How To View Activity Logs In CRM
  • How To Send Email Using CRM
  • How To Use Save Search In CRM
  • How to configure Gmail API connection in the CRM settings
  • How To Create Subscription Forms
  • Tutorial Videos on YouTube
  • How To Send SMS Using CRM

• Import-Export Contact and Company

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WP ERPPro

• Awesome Support Sync

• HubSpot Contacts Sync- Pro

• Gravity Forms Sync

  • Gravity Form Sync - Pro

• Help Scout

• WordPress ERP Deals Extension

• MailChimp Contacts Sync

• SalesForce Contacts Sync

• SMS Notification

• Zendesk Integration

• WooCommerce Integration

• CRM Newsletter For Email Campaigns

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WP ERPCore

• Getting Started

  • Setting Financial Year
  • Opening Balance

• Accounting Dashboard

  • Accounting Users

• Users

  • Creating a Customer
  • Creating a Vendor

• Sales

  • Basic Sales Transaction Types
  • Invoice vs Payment
  • Create Invoice
  • Receive Payments
  • Void an Invoice or Payment
  • More Actions
  • Creating an Estimate
  • Tax On Sales

• Expenses

  • Basic Expense Transaction Types
  • Create Expense
  • Create Check
  • Create Bill
  • Paying Bill

• Journals

• Purchases

  • Create Purchase
  • Create Purchase Order
  • Pay Purchase

• Chart of Accounts

  • Creating a New Account in the Chart of accounts
  • Creating Bank Accounts

• Bank Accounts

  • Transferring between Bank Accounts

• Products

• Tax

  • Tax Payment
  • Tax Rates

• Reports

  • Trial Balance
  • Income Statement
  • Sales Tax Report
  • Balance Sheet
  • Closing Balance
  • Ledger Report

• Tutorials

  • How to Take a Loan From Bank

• PDF Invoice Extension

• Import-Export Vendor and Customer

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WP ERPPro

• Inventory Management

• Using WP ERP Reimbursement

• Payment Gateway

• Payroll

• Purchase Return

• Workflow

• Vat on Purchase

• Report

  • Sales Return Report
  • Purchase Return Report
  • Purchase VAT Report

• Sales Return

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