Learn each module step by step.
Prepare your master data, complete a safe test transaction and verify the reports before processing live business records.
16 guides found
Getting started: Workspace and company setup
Prepare a clean company environment before recording business transactions.
Open guide Getting Started · 6 stepsManaging multiple companies and branches
Organise business entities and working locations without mixing records.
Open guide Master Data · 6 stepsCreate customers, suppliers and groups
Create clean party masters before invoicing or settling balances.
Open guide Master Data · 6 stepsItems, variants, units of measure and barcodes
Prepare item records so billing, purchasing and inventory work with the same identity.
Open guide Sales & Commerce · 6 stepsCreate a sales invoice and complete POS billing
Move from the selected customer and item to a reviewed invoice and recorded payment.
Open guide Sales & Commerce · 6 stepsPurchase order, goods receipt and supplier invoice
Keep ordering, physical receipt and supplier billing distinct.
Open guide Inventory · 6 stepsInventory, stock transfer and valuation reports
Maintain auditable stock across locations and understand its assigned cost.
Open guide Finance & GST · 6 stepsAccounting vouchers, ledgers and GST review
Build an accountable voucher process with correct tax treatment and reconciliation.
Open guide Manufacturing · 6 stepsManufacturing: BOM, routing and production orders
Describe a finished product with its planned inputs and operation sequence.
Open guide Manufacturing · 6 stepsJob work movements and stage quantity changes
Record which employee received work, how much was processed and what was handed off.
Open guide CRM & Service · 6 stepsCRM leads: Capture, qualify and convert
Give each enquiry an owner, next action and clear outcome.
Open guide CRM & Service · 6 stepsCreate projects, assign tasks and bill eligible work
Connect project delivery to client context and approved billing.
Open guide People & Payroll · 6 stepsEmployees, attendance, leave and payroll run
Prepare payroll using controlled employee masters and approved attendance records.
Open guide CRM & Service · 6 stepsService requests and AMC-related records
Follow service enquiries and maintenance work with clear responsibility.
Open guide Insights & Mobile · 6 stepsReview reports, dashboards and AI Copilot
Use business data to answer questions while keeping permissions and reconciliation in place.
Open guide Insights & Mobile · 6 stepsUsing XlinkONE on Android
Access supported business workflows from a mobile device with appropriate security.
Open guideScreen labels and available actions may differ by role, company setup, plan and product version. These guides describe the workflow, not a guarantee that every button appears in every release.