IntelliFlowERP System Docs
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# Setup Your Business Details After logging in, you will be redirected to the home page or dashboard. The first setup task is to enter your business details so IntelliFlowERP System works according to your business needs. --- ## Recommended Setup Items Configure these areas before entering live transactions: - **Brands:** Add all product brands used by your business. - **Tax Rates:** Set up taxes and tax groups according to your local tax rules. - **Units:** Add product units such as pieces, meters, litres, kilograms, boxes, or cartons. - **Categories:** Add product categories and sub-categories for better product organization and reporting. - **Business Settings:** Add your business name, currency, time zone, financial year, tax settings, and other operating preferences. - **Business Locations:** Add shops, branches, warehouses, or storefronts if your business operates from more than one location. - **Barcode Settings:** Configure barcode label and sticker settings for product label printing. - **Invoice Settings:** Set up invoice numbering, invoice schemes, receipt formats, and invoice layouts. --- ## Suggested Setup Order 1. Open **Settings > Business Settings** and review the main business information. 2. Add or confirm your currency, time zone, and financial year. 3. Add business locations. 4. Add units, brands, categories, and tax rates. 5. Configure invoice settings and barcode settings. 6. Add products only after the setup items above are ready. --- ## Why This Matters Correct business setup improves: - Product entry - Tax calculation - Invoice and receipt printing - Stock tracking - Branch/location reporting - Sales and purchase reports Taking a few minutes to configure these details at the start helps avoid corrections later.
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