Documentation
Everything you need to set up, master, and run your business on Udyot ERP.
Getting Started
- Welcome to Udyot ERP
- The Dashboard
- Setting Up Your Company
- Adding Team Members and Setting Permissions
- Migrating from Tally
Accounting
Learn key accounting principles like bookkeeping, financial statements, taxation, auditing, and reporting to be able to manage business finances properly and meet accounting standards.
- Chart of Accounts
- Recording Vouchers
- Sales and Purchase Invoices
- Payment and Receipt Vouchers
- Perpetual Inventory and COGS
VAT & Tax
To do business in Nepal you need to understand about the Value Added Tax and tax regulations. This includes things, like registering for Value Added Tax and filing your Value Added Tax returns. You also need to know about input tax credits and how to deal with Tax Deducted at Source. Then there is income tax that you have to pay. All these things are important for businesses to follow the rules and manage their taxes properly. Businesses need to follow all these Value Added Tax and tax regulations to stay out of trouble and manage their taxes in the way.
- 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
Discover HR and payroll insights. This includes employee management, attendance tracking, salary processing, leave management, PF and SSF contributions, tax compliance, and payroll best practices for businesses in Nepal.
- Setting Up Employees
- Leave Management
- Salary Structures and Payroll Processing
- TDS on Salaries
- Statutory Returns: EPF, SSF and Annex-10
Inventory
Inventory Management, Stock Control, Valuation, Reorder Planning and Inventory Tracking Best Practices: Learn how to reduce Costs, Avoid Stockouts and Improve Business Efficiency
- Setting Up Stock Items
- Warehouses and Godowns
- Stock Valuation Methods
- Stock Journal and Adjustments
- Physical Stock Verification
CRM
Learn CRM best practices to manage leads, track customer interactions, automate sales processes, improve customer relationships, and increase retention and revenue growth for your business.
- Managing Leads and Opportunities
- Sales Pipeline and Activities
- Lead Scoring and Won/Lost
- Quotations and Public Lead Capture
Reports & Analytics
Reports & Analytics Access business reports and analytics to monitor financial performance, track sales and expenses, evaluate profitability, and gain actionable insights to make smarter decisions and grow your business sustainably.
Settings
Order Management
- 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)
- Supply Chain Overview
- Vendor Management and Scorecard
- RFQ and Vendor Quotations
- Goods Receipt and Quality Inspection
- Stock Transfers Between Locations
Manufacturing
- Manufacturing Overview
- Bills of Material (BOM)
- Production Orders
- Manufacturing Journal
- Material Requirements Planning (MRP)