Table of Contents
Intellia ERP User Manual
Welcome to the complete reference manual for Intellia ERP. This guide allows you to explore every module in depth, from financial management to human resources and customer relations.
1. Dashboard
Each dashboard is tailored to provide specific insights and functionalities related to their respective domains, enhancing efficiency in managing accounting, HRM, CRM, projects, and POS operations.
1.1 Accounting Dashboard
- Overview Page: Total customers, vendors, invoices, and bills. Cashflow statement. Graphs depicting income and expenses. Details of income vs. expenses. List of account balances. Latest income and expenses. Recent invoices and bills. Storage limit information. Income and expense breakdown by category. Weekly and monthly statistics for invoices and bills. List of recent bills and goals.
- Reports Page: Account statements, invoice summary, sales report, receivables, payables, bill summary, product stock, cash flow, transaction, income summary, expense summary, income vs. expense, and tax summary.
1.2 HRM Dashboard
- Overview Page: Today’s not clocked-in employees. Event calendar. Staff details. Job details. Training details. Announcement list. Meeting schedule.
- Reports Page: Payroll report. Leave report. Monthly attendance report.
1.3 CRM Dashboard
- Overview Page: Total leads, deals, and contracts. Lead status and deal status. The latest contract list.
- Reports Page: Lead report. Deal report.
1.4 Project Dashboard
Total projects, tasks, and expenses. Project status. Tasks overview. Top due projects. Timesheet logged hours. Top due tasks.
1.5 POS Dashboard
- Overview Page: Total POS of the month and POS amount. Total purchase of the month and purchase amount. Purchase vs. POS Amount Graph.
- Reports Page: Warehouse report. Daily and monthly reports for purchases. POS, and POS vs. purchase.
2. HRM System
The HRM system offers a comprehensive suite of tools to streamline employee management, payroll, leave, attendance, performance evaluation, training, recruitment, HR administration, events, and more.
2.1 Employee Setup
View and manage the list of employees. Import and export employee data. Create employees by adding personal details, company information, bank account details, and necessary documents.
2.2 Payroll Setup
Set Salary: View salary lists. Payslip: View, pay, or edit payslips.
2.3 Leave & Attendance
Manage employee leaves. Mark individual attendance or use Bulk Attendance for departments.
2.4 Performance Setup
Indicators: View performance indicators. Appraisals: View employee appraisals. Goal Tracking: View goals and progress.
2.5 Recruitment Setup
- Jobs: View total, active, and inactive jobs. Create jobs with details.
- Job Application: View applied, phone screen, rejected, and hired jobs.
- Job Candidate: View list of candidates.
- Interview Schedule: View scheduled interviews.
- Career: View the new job openings sections.
2.6 HR Admin Setup
Manage Awards, Transfers, Resignations, Promotions, Complaints, Warnings, Terminations, and Holidays.
2.7 HRM System Setup
Configure Branches, Departments, Designations, Leave Types, Document Types, Payslip Types, Loan Options, Deduction Options, Goal Types, Training Types, Award Types, and Job Categories.
3. Accounting System
A robust suite for transparent financial management, from banking and sales to double-entry accounting.
Account Page: Centralized hub to view and manage accounts (chart of accounts, bank name, balance, etc.).
Transfer Page: Review the list of transfers between different accounts.
- Customer Page: Manage customer data (view, import, export).
- Estimates Page: Create, view, and export estimates/quotes.
- Invoice Page: Export existing invoices and create new ones.
- Revenue Page: Track and manage revenues and credit notes.
- Suppliers Page: Manage supplier relationships (view, import, export).
- Bills Page: View and export bills regarding expenses.
- Expense Page: Track and categorize various expenses.
- Payment Page: View and download payment receipts.
- Debit Notes: Manage and track debit notes.
Chart of Accounts: Categorize different money-related activities.
Journal Account: Daily diary of money movements.
Ledger Summary: Quick overview of journal entries.
Balance Sheet: Snapshot of assets vs. liabilities.
Profit and Loss: Report card showing profit or loss.
Trial Balance: Double-check to ensure numbers add up correctly.
Additional Features: Budget Planner, Financial Goals, Accounting Setup (taxes, categories, units), and Print Settings (customizing invoices/bills).
4. CRM System
Manage leads, deals, forms, contracts, and system settings. Structured approach to customer relationship management.
4.1 Leads
List View: View, manage, and create leads. Switch between list and grid.
View Details: Pipeline/Stage details, Deal creation date/price, Task details, Sources, Files, Calls, and Activity logs.
4.2 Form Builder
View and manage existing forms. Build new forms as needed for efficient data collection from potential leads.
4.3 Contracts
View and manage contracts. Details: Attachments, comments, notes, contract description.
4.4 CRM Settings
Manage Pipelines, Lead Stages, Deal Stages, Sources, Labels, and Contract Types.
5. Projects
Dedicated pages for effective project planning, execution, and analysis.
- 5.1 Projects Overview: Centralized hub. View ongoing/potential projects. Gantt Chart, Tracker, Expense, Timesheet, Bug Report tools.
- 5.2 Tasks Management: Overview of all tasks. Name, stage, priority, end date, assigned members. Grid/List views.
- 5.3 Timesheet Tracking: Monitor time allocations for project activities.
- 5.4 Bugs Management: Identify, review, and resolve project issues.
- 5.5 Task Calendar: Visual representation of task schedules.
- 5.6 Project Reports: Insights on milestones, task priority, user contributions, and more.
- 5.7 Project System Setup: Define Project Task Stages and Bug Statuses.
6. User Management
Security & Access
This module ensures that only authorized personnel have access to specific modules through Role-Based Access Control (RBAC).
6.1 Users
Access comprehensive list of registered users. Add new users. View User Log History for security/troubleshooting.
6.2 Roles
Create new roles and define specific permissions. Customize access capabilities based on organizational roles.
6.3 Clients
Centralized view of all registered clients. Add new clients efficiently to expand client base.
7. Products & Services
Products & Services: Central hub for managing the comprehensive list of products/services. Import/Export options available.
Product Stock: Detailed list of current product stock with real-time insights into availability and quantity.
8. POS System
Seamless management of retail operations.
- Print Barcode: View and print barcodes for different POS items.
- Print Settings: Configurations for POS-related printing (templates, logos, colors).
- Generate Quotation: Create quotations directly from the POS interface.
9. Support System
User-friendly interface for monitoring and managing support tickets.
- Ticket Overview: Key metrics (Total, Opened, On Hold, Closed).
- List & Grid View: Flexible viewing options.
- Ticket Actions: Reply to tickets directly or edit details.
- Add New Ticket: Effortlessly log new support queries.
10. System Settings
Tailor Intellia ERP to your precise business requirements.
General Settings
- Brand Settings: Logo, favicon, title, footer text, dark/light theme.
- System Settings: Currency, date format, time format, prefixes.
- Company Settings: Name, address, tax numbers (VAT/GST).
Integration & Communication
- Email ID: Mail driver (SMTP), host, port, encryption.
- Payment Settings: API keys for Stripe, PayPal, etc.
- Zoom Meetings: Account ID, Client ID, Secret Key.
- Integrations: Slack Webhook, Telegram Token, Twilio.
Other Settings
Time Tracker Settings, Email Notification Settings, Letter Settings (Offer, Joining, NOC), Google Calendar, Webhooks, and IP Restriction Settings.
Still have questions?
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