Are you a small or medium business owner who wants to manage your business operations more efficiently and effectively? Do you want to have a single platform that can handle your accounting, sales, inventory, purchasing, and point of sales functions? If yes, then you should try ERP SGT, a cloud-based ERP system for small and medium businesses.
What is ERP SGT?
ERP SGT is a cloud-based ERP system that offers accounts, sales, inventory, purchasing, and point of sales modules. ERP SGT is designed for small and medium businesses that need a simple, affordable, and reliable ERP solution. ERP SGT helps you to manage your financial accounts, expenses, income, customers, suppliers, products, orders, invoices, payments, etc. ERP SGT also helps you to generate various reports and insights that can help you to improve your business performance and decision making.
Why use ERP SGT?
ERP SGT has many advantages that make it one of the best ERP systems for small and medium businesses. Here are some of them:
- ERP SGT is cloud-based. You don’t have to install or maintain any software or hardware to use ERP SGT. You can access ERP SGT from any device with a web browser and an internet connection. You can also access ERP SGT from anywhere and anytime, as long as you have an internet connection.
- ERP SGT is affordable. You don’t have to pay a high upfront cost or a monthly subscription fee to use ERP SGT. You can use ERP SGT for free for up to 10 users and 100 transactions per month. You can also upgrade to a premium plan for a nominal fee, depending on your business needs and preferences.
- ERP SGT is reliable. You don’t have to worry about data loss, security breaches, or downtime when using ERP SGT. ERP SGT uses secure and reliable cloud servers that ensure your data is safe and available at all times. ERP SGT also provides regular backups and updates that ensure your data is always up to date and accurate.
- ERP SGT is user-friendly. You don’t have to be an expert or have a technical background to use ERP SGT. ERP SGT has a simple and easy interface that lets you use its features and functions with minimal training and guidance. ERP SGT also provides online support and tutorials that can help you to use ERP SGT more effectively and efficiently.
How to use ERP SGT?
Using ERP SGT is very easy and simple. Here are the steps to follow:
- Visit the ERP SGT website and sign up for a free account. You will need to provide some basic information, such as your name, email, phone number, and business name. You will also need to choose a password and a domain name for your ERP SGT account.
- Log in to your ERP SGT account and explore its dashboard. You will see various modules and features that you can use, such as accounts, sales, inventory, purchasing, and point of sales. You can also use the menu bar to access other features, such as settings, reports, help, etc.
- Choose the module or feature you want to use and click on it. You will see a page where you can perform various tasks and operations related to that module or feature. For example, if you choose the sales module, you will see a page where you can create, view, edit, or delete sales orders, invoices, payments, etc.
- Follow the instructions and prompts to complete the task or operation you want to perform. You can also use the search bar, filters, or sorting options to find or organize the data you want to work with. You can also export, print, or share the data you want to use.
- Repeat the steps for other modules or features you want to use. You can also switch between different modules or features as you wish.
How to manage your accounts with ERP SGT?
Managing your accounts with ERP SGT is also very easy and simple. Here are the steps to follow:
- Go to the ERP SGT website and log in to your account. Go to the accounts module and click on it. You will see a page where you can manage your accounts, such as income, expenses, assets, liabilities, equity, etc.
- To create a new account, click on the “Add Account” button. You will see a form where you need to enter the account name, type, code, and description. You can also choose the parent account, currency, and opening balance for the account. Click on the “Save” button to create the account.
- To view or edit an existing account, click on the account name or the “Edit” button. You will see the account details and transactions. You can also edit the account details or delete the account if you want.
- To record a transaction, click on the “Add Transaction” button. You will see a form where you need to enter the transaction date, amount, description, and account. You can also choose the transaction type, category, and reference number for the transaction. Click on the “Save” button to record the transaction.
- To view or edit an existing transaction, click on the transaction date or the “Edit” button. You will see the transaction details and attachments. You can also edit the transaction details or delete the transaction if you want.
How to manage your sales with ERP SGT?
Managing your sales with ERP SGT is also very easy and simple. Here are the steps to follow:
- Go to the ERP SGT website and log in to your account. Go to the sales module and click on it. You will see a page where you can manage your sales, such as orders, invoices, payments, customers, etc.
- To create a new order, click on the “Add Order” button. You will see a form where you need to enter the order date, customer, products, quantities, prices, discounts, taxes, etc. You can also choose the order status, delivery date, and payment terms for the order. Click on the “Save” button to create the order.
- To view or edit an existing order, click on the order number or the “Edit” button. You will see the order details and items. You can also edit the order details or delete the order if you want. You can also convert the order to an invoice or a delivery note if you want.
- To create a new invoice, click on the “Add Invoice” button. You will see a form where you need to enter the invoice date, customer, products, quantities, prices, discounts, taxes, etc. You can also choose the invoice status, due date, and payment method for the invoice. Click on the “Save” button to create the invoice.
- To view or edit an existing invoice, click on the invoice number or the “Edit” button. You will see the invoice details and items. You can also edit the invoice details or delete the invoice if you want. You can also record a payment or a credit note for the invoice if you want.
- To record a payment, click on the “Add Payment” button. You will see a form where you need to enter the payment date, amount, description, and invoice. You can also choose the payment method, category, and reference number for the payment. Click on the “Save” button to record the payment.
- To view or edit an existing payment, click on the payment date or the “Edit” button. You will see the payment details and attachments. You can also edit the payment details or delete the payment if you want.
- To create a new customer, click on the “Add Customer” button. You will see a form where you need to enter the customer name, email, phone, address, etc. You can also choose the customer type, group, and currency for the customer. Click on the “Save” button to create the customer.
- To view or edit an existing customer, click on the customer name or the “Edit” button. You will see the customer details and transactions. You can also edit the customer details or delete the customer if you want.