Documentation
Everything you need to set up, master, and run your business on Udyot ERP.
Getting Started
Set up Udyot ERP from scratch — create your company, add team members, choose a plan and record your first transactions.
- Welcome to Udyot ERP
- The Dashboard
- Setting Up Your Company
- Adding Team Members and Setting Permissions
- Migrating from Tally
Accounting
Udyot ERP accounting documentation — vouchers, chart of accounts, bank reconciliation, financial reports and closing the fiscal year.
- Chart of Accounts
- Recording Vouchers
- Sales and Purchase Invoices
- Payment and Receipt Vouchers
- Perpetual Inventory and COGS
VAT & Tax
Udyot ERP VAT and tax documentation — Nepal VAT setup, generating returns and IRD annexes, TDS and the Bikram Sambat fiscal year.
- Nepal VAT Overview
- Generating VAT Returns and IRD Annexes
- Purchase and Sales Book (खरिद / बिक्री खाता)
- TDS (Tax Deducted at Source)
- Nepal Fiscal Year and BS Calendar
HR & Payroll
Udyot ERP HR and payroll documentation — employees, salary structures, payroll runs, PF, SSF, salary TDS and statutory returns.
- Setting Up Employees
- Leave Management
- Salary Structures and Payroll Processing
- TDS on Salaries
- Statutory Returns: EPF, SSF and Annex-10
Inventory
Udyot ERP inventory documentation — stock items, units, warehouses, valuation, transfers, physical verification and reorder rules.
- Setting Up Stock Items
- Warehouses and Godowns
- Stock Valuation Methods
- Stock Journal and Adjustments
- Physical Stock Verification
CRM
Udyot ERP CRM documentation — leads, opportunities, pipelines, activities, quotations and converting won deals to invoices.
- Managing Leads and Opportunities
- Sales Pipeline and Activities
- Lead Scoring and Won/Lost
- Quotations and Public Lead Capture
Reports & Analytics
Udyot ERP reporting documentation — financial reports, inventory reports, budgets, ratios and the analytics dashboard.
Settings
Udyot ERP settings documentation — company settings, modules, permissions, data backup and export.
Order Management
Udyot ERP order documentation — sales and purchase orders, delivery notes, goods receipts and order reports.
- Sales Quotations
- Sales Orders and Purchase Orders
- Delivery Notes and Goods Receipts
- Converting Orders to Invoices
- Order Reports: Aging, Backorder and Profitability
Supply Chain (SCM)
Udyot ERP supply chain documentation — vendors, RFQs, quotations, scorecards and procurement workflows.
- Supply Chain Overview
- Vendor Management and Scorecard
- RFQ and Vendor Quotations
- Goods Receipt and Quality Inspection
- Stock Transfers Between Locations
Manufacturing
Udyot ERP manufacturing documentation — bills of material, production orders, work centers, MRP, subcontracting and costing.
- Manufacturing Overview
- Bills of Material (BOM)
- Production Orders
- Manufacturing Journal
- Material Requirements Planning (MRP)
Billing & Subscription
Udyot ERP billing and subscription documentation — plans, payment, activation, renewals and invoices for your subscription.
Point of Sale
Udyot ERP point of sale documentation — the mart counter: registers, shifts and Z-reports, barcode selling, returns, promotions, loyalty, gift cards and live analytics.
- Point of Sale Overview
- Setting Up the POS Register
- Selling at the POS Counter
- POS Shifts, Cash Drawer and Z-Reports
- POS Returns and Refunds
Services
Udyot ERP services documentation — service items, TDS receivable on client payments, recurring contracts and AMC billing, and projects with billable timesheets.