Tutorial Center
Step-by-step guides and training videos
Quick Start Guide
Comprehensive guide for ImajSuite ERP installation and first steps.
1. Download the installer from the download page and run it.
2. Follow the setup wizard to install the application.
3. Enter your SQL Server connection details on first launch.
4. Define your company information and basic settings.
5. Create user accounts and set permissions.
6. Start using the system by defining stock cards, accounts, and cash registers.
Inventory Management
Creating stock cards, warehouse definitions, and managing stock movements.
1. Create a new stock card from the Stock Cards menu.
2. Enter product name, code, unit, and category information.
3. Set purchase/sale prices and VAT rates.
4. Define warehouses to manage inventory per location.
5. Record stock movements with entry/exit vouchers.
6. View real-time inventory with the stock status report.
Sales Process
All steps of the sales process from quote to invoice.
1. Create a quote: select customer, add products, set prices.
2. Convert the approved quote into a sales order.
3. Generate a dispatch note from the order and plan shipment.
4. Convert the dispatch note to a sales invoice.
5. Record payments from cash register or bank account.
6. View revenue, profitability, and customer analysis in sales reports.
e-Invoice Integration
e-Invoice, e-Archive, and e-Waybill configuration and usage.
1. Enter your integrator details in Settings > e-Transformation.
2. Query e-Invoice taxpayer status to check customer eligibility.
3. Send the sales invoice as an e-Invoice after creation.
4. Automatically generate e-Archive invoices and export as PDF.
5. View incoming e-Invoices and create accounting entries.
6. Issue electronic dispatch notes with e-Waybill.
Reporting and Dashboard
Using reports, favorite reports, and Excel export.
1. View daily sales, collection, and inventory summary on the Dashboard.
2. Select the desired report category from the Reports menu.
3. Apply filters by date range, customer, or product.
4. Export report results to Excel or PDF format.
5. Add frequently used reports to favorites for quick access.
6. Analyze periodic performance with comparison reports.
Backup and Restore
Safely backup and restore your data with ImajSuite Backup.
1. Open the ImajSuite Backup module from the main menu.
2. Select the database to backup and the target location.
3. Perform a manual backup or set up automatic scheduling.
4. Check the verification report after backup completes.
5. Select the backup file and target server for restoration.
6. Verify data integrity after the restore process.