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Accounting Set up Subscription Plan
Setting up Okovango ERP Subscription Plan In Okovango ERP, you have the option to set up subscription plans for your users. This feature allows you to define different pricing tiers, durations, and...
Settings Management System Settings
Configure Various System Settings You can configure various aspects of the system to meet your specific requirements. You can define user roles and permissions to control access and restrict certain...
Settings Management Zoom Meeting
Setting up Zoom Meeting In the ERP system, you have the ability to set up Zoom meetings for various purposes such as virtual conferences, team meetings, or client discussions. This feature allows...
Settings Management Support System
Support System The support system in an ERP system is designed to provide assistance and resolve issues that users may encounter during system usage. It typically includes various features such as a...
Point of Sales (POS) Print Setting POS
Print Setting in POS You can configure the printing options for various documents, such as receipts, invoices, and reports. This allows you to customize the layout, design, and content of the...
Accounting Print Barcode
Print Barcode You have the ability to print barcodes for your products. This feature allows you to generate barcode labels that can be attached to your products for easy scanning and identification...
Point of Sales (POS) Add POS
Adding point of sales In the Point of Sale (POS) module, you can set up and manage your sales transactions. This includes creating a point of sale, adding products or services, and processing...
Point of Sales (POS) Purchase
Manage Purchase In the purchase management section, you can efficiently manage your purchases and supplier interactions. This includes creating purchase orders, tracking supplier invoices, and...
Point of Sales (POS) Warehouse
Setting up Warehouse The warehouse setup includes defining warehouse locations, organizing storage areas, and configuring stock management settings. By setting up warehouses, businesses can track...
Point of Sales (POS) POS System
POS System The POS (Point of Sale) system in an ERP helps facilitate and streamline retail operations. It allows businesses to process sales transactions, manage inventory, and track customer...
Accounting Expenses
Manage Expenses In the expenses management section of the accounting system, you can handle various tasks such as creating bills for vendor invoices, making payments for expenses incurred, and...
Accounting Income
Manage Income You can track and manage the revenue generated by the business. This includes recording and categorizing income from various sources such as invoice, credit note, and other revenue...
Accounting Banking
Manage Banking In the banking section of the accounting system, you can manage accounts and transfers. These features provide you with control and management over your financial transactions within...
Accounting Proposal
Manage Proposal When creating a proposal, you can enter details such as the client's name, proposal date, validity period, description, and pricing information. You can also add specific products or...
Accounting Vendor
Setting up Vendor Information You can set up and manage details about your vendors. This includes capturing basic information such as the vendor's name, contact details, email address, and tax...
Accounting Customer
Setting up and manage customer information You can set up and manage customer information. This includes creating new customer profiles with details such as customer name, contact information,...
Accounting Budget Planner
Setting up Budget Planner The budget planner helps you track your income, expenses, savings, and financial goals. It provides a clear overview of your financial situation and allows you to allocate...
Accounting Financial Goals
Setting up Financial Goals You can set up specific financial objectives for your organization. This includes defining goals related to revenue, expenses, profitability, cash flow, and return on...
Accounting Accounting Setup
Accounting Setup By setting up taxes, categories, units, and custom fields in the accounting system, you can ensure accurate and detailed financial management, streamlined inventory tracking, and...
Accounting Print Setting
Print Setting in Accounting System In the print settings of the accounting system, you can configure and customize the printing of invoices. This feature allows you to set up the layout, design, and...
Project Management Project
Manage Project You have the capability to manage projects. This involves various activities and tasks related to planning, organizing, and executing projects. With project management tools and...
Project Management Task
Monitor Task You have the ability to monitor tasks. This allows you to track the progress of individual tasks within a project. By monitoring tasks, you can stay updated on their status, identify...
Project Management Timesheet
Monitor Timesheet Timesheets allow you to keep a record of the time spent by team members on specific tasks or projects. With the timesheet feature, team members can log their working hours,...
Project Management Bug
Fix and update bug Status You have the ability to fix and update the bug status. When a bug is reported, you can assign it a status to indicate its progress or resolution. The available bug statuses...
Project Management Task Calendar
Monitor using the Task Calendar You have the option to monitor your project tasks and activities using the task calendar feature. The task calendar provides a visual representation of your project...
Project Management Tracker
Monitor Tracker You can access the tracker feature to monitor and track the progress of your project tasks and activities. The tracker provides real-time updates on task statuses, allowing you to...
Project Management Project Report
Navigating Project Report In the project report section, you can access and navigate through various reports related to your projects. These reports provide valuable insights and data regarding...
Project Management Project Management System
Setting up Project System Project Task Stages You can define the different stages or phases that a project task goes through during its lifecycle. These stages represent the progress and status of...
Project Management Project Management
Navigating Project Management In the project management section of the ERP system, you can efficiently plan, organize, and track projects within your organization. It provides tools and features to...
Product Management Product Stock
Product Stock You can manage and track the stock levels of your products. This feature allows you to keep an accurate record of the quantity of each product in your inventory. You can easily update...
Project Management Product and Services
Setting up the Product and Services You have the ability to create and manage the various offerings of your organization. This includes both physical products and intangible services that your...
Product Management Product System
Navigating the Product System You can set up and manage various aspects related to products. This includes creating new products, defining their attributes and specifications, managing inventory...
HR Management Role
Navigating the Role You can create user roles. User roles define the permissions and access levels for different users in the ERP system. By creating user roles, you can customize the level of...
Accounting Accounting System
Navigating Accounting System The accounting system in an ERP encompasses various functionalities related to financial management and accounting processes. It enables organizations to manage their...
CRM Management Customer
How to manage customer in ERP System In the customer management section of the accounting ERP system, you can effectively handle all aspects of customer-related activities. This includes managing...
User Management Client
Navigating Client This involves creating and managing client accounts within the system. The steps to set up clients may include entering client information such as name, contact details, and any...
User Management User logs
Navigating User Logs In the user logs section of the ERP system, you can track and manage user activities and logs. It allows you to monitor user actions, such as login and logout timestamps, system...
User Management User
Navigating User You can create and manage individual user accounts within the ERP system. This includes setting up new user profiles, providing necessary user information such as name and contact...
User Management User Management System
Navigating User Management System In the user management section of an ERP system, administrators can perform various tasks related to managing users and their access within the system. This...
HR Management HRM System
Navigating HRM System The HRM system integrated within an ERP typically consists of features encompassing employee data management, the recruitment and onboarding process, performance evaluation and...
HR Management Employees Asset
How to Setup Employee's Asset You can set up and manage employee assets within your organization. This functionality allows you to track and assign assets, such as laptops, mobile devices, vehicles,...
HR Management Company Policy
How to Create Company Policies You can create and establish company policies within your organization. This functionality allows you to define and customize policies that align with your...
HR Management HRM System Setup
Navigating HRM System Setup The setup of the HRM system involves customizing and adjusting the Human Resource Management module in the ERP system to align with the organization's specific...
HR Management Print Setting
Setting Up Prints In this section, you have the ability to configure and customize the print settings for various documents, including proposal, invoice, and bill. By setting up the print settings,...
HR Management Documents
How to Setup organization's documents You can set up and configure document templates and formats specific to your organization. This functionality allows you to create standardized document...
HR Management Events
How to Setup Events You can set up and manage events for your organization. This functionality allows you to plan, organize, and coordinate various events such as conferences, seminars, workshops,...
HR Management Meetings
How to Manage Meetings You can manage and organize meetings within your organization. This functionality allows you to schedule, track, and coordinate various meetings, ensuring effective...
CRM Management Leads
Setting up Leads In this section, you can set up and manage your CRM leads. This involves creating and organizing lead information, tracking lead status and progress, and implementing lead...
CRM Management Deals
Setting up Deals You can create and manage deals or opportunities related to your customer relationships. Deals represent potential sales or business opportunities that your organization is...
CRM Management Form Builder
Setting up Form Builder In the CRM form builder section, you can create and customize forms that are used for capturing customer data and interactions within your customer relationship management...
CRM Management Contracts
Setting up CRM Contracts In the CRM system contract section, you can create and manage contracts that govern the relationship between your organization and its customers. This feature allows you to...
CRM Management CRM System Setup
Navigating CRM System Setup The CRM system allows you to manage and track interactions with your customers, leads, and prospects. You can set up various features and functionalities of the CRM...
CRM Management CRM system
Navigating CRM System The CRM system in ERP (Enterprise Resource Planning) refers to the module or component within an ERP system that focuses on managing customer relationships and sales...
HR Management HR Admin Setup
Navigating HR Admin Setup The HR Admin Setup section encompasses various aspects of HR management, including awards, transfers, resignations, trips, promotions, complaints, warnings, terminations,...
HR Management Job Postings
Steps to Create and Manage Job Postings In the recruitment section, you can set up and manage the recruitment process for your organization. This feature allows you to define job positions, create...
HR Management Training Setup
Navigating Training Setup You can set up training programs for employees, including training lists and trainers. You can create a training list to define the specific training courses or programs...
HR Management Performance Setup
Steps to Setup the Employee's Performance In this section, you can set up the performance management system for employees, which includes indicators, appraisals, and goal tracking. Indicators are...
HR Management Payroll
Setting Up Employee's Payroll In this section, you can set up employee payroll within the ERP system. Payroll setup involves configuring various components related to employee compensation and...
HR Management Leave and Attendance Activities
Navigating Leave and Attendance Activities In this section, you can set up the leave management system for employees. This includes configuring leave types, defining leave policies, and managing...
HR Management Setting Up Employees
Setting Up Employees in Okovango ERP Employee setup within an ERP entails configuring and inputting relevant employee information into the system. This process includes customizing employee profiles...
