Getting Started with Semantik ERP

Welcome to Semantik ERP! This guide will help you get started with the platform, understand the dashboard, and navigate through the different modules.

Table of Contents

• First Login
• Dashboard Overview
• Navigation
• User Profile
• Quick Start by Role
• Getting Help

First Login

Step 1: Access the System

1. Open your web browser
2. Navigate to your company's Semantik ERP URL (e.g., https://yourcompany.semantikerp.com)
3. Enter your credentials:
   • Email: Your registered email address
   • Password: Your assigned password

Step 2: Change Your Password (Recommended)

1. Click on your profile icon (top-right corner)
2. Select Profile Settings
3. Navigate to Change Password
4. Enter your current password and new password
5. Click Update

Step 3: Complete Your Profile

1. Go to Profile Settings
2. Upload a profile photo
3. Verify your contact information
4. Set your preferred language and timezone

Dashboard Overview

Upon login, you'll see the main dashboard with modules based on your subscription and permissions.

Dashboard Widgets

Module Cards

Each enabled module displays a summary card:

• Accounting: Total revenue, expenses, profit/loss
• HRM: Employee count, pending leaves, attendance
• CRM: Active leads, deals in pipeline
• PMS: Active projects, tasks due
• POS: Today's sales, transactions

Navigation

Main Menu Structure

├── Dashboard
├── Accounting (ACC)
│   ├── Invoices
│   ├── Bills
│   ├── Proposals
│   ├── Bank Accounts
│   ├── Transactions
│   ├── Chart of Accounts
│   └── Reports
├── HRM
│   ├── Employees
│   ├── Attendance
│   ├── Payroll
│   ├── Leave Management
│   ├── Recruitment
│   └── Performance
├── CRM
│   ├── Leads
│   ├── Deals
│   ├── Pipelines
│   ├── Contracts
│   └── Form Builder
├── Projects (PMS)
│   ├── Projects
│   ├── Tasks
│   ├── Timesheets
│   └── Bug Tracking
├── POS
│   ├── Point of Sale
│   ├── Purchases
│   └── Inventory
├── Settings
│   ├── Company Settings
│   ├── Users & Roles
│   └── System Configuration
└── Reports

Keyboard Shortcuts

User Profile

Access via the profile icon in the top-right corner:

Profile Settings

1. Personal Information
   • Name, Email, Phone
   • Profile Photo
   • Address
2. Preferences
   • Language
   • Date Format
   • Time Format
   • Currency Display
3. Security
   • Change Password
   • Two-Factor Authentication (if enabled)
   • Login History
4. Notifications
   • Email Notifications
   • In-App Notifications
   • Notification Preferences

Quick Start by Role

For Company Administrators

Day 1 Checklist:

• Complete company profile setup
• Configure company settings (logo, address, tax info)
• Set up departments and branches
• Create user roles and permissions
• Invite team members
• Configure payment settings
• Set up email templates

First Week:

• Import existing customer data
• Set up chart of accounts
• Configure tax settings
• Create employee records
• Set up payroll structure

For Accountants

Getting Started:

1. Review the Chart of Accounts
2. Set up bank accounts
3. Configure invoice templates
4. Create your first invoice
5. Learn the reporting tools

For HR Managers

Getting Started:

1. Set up departments and designations
2. Add employee records
3. Configure leave types and policies
4. Set up payroll components
5. Review attendance settings

For Sales Team (CRM)

Getting Started:

1. Understand your sales pipeline
2. Create lead stages
3. Add your first lead
4. Learn to convert leads to deals
5. Set up follow-up reminders

For Project Managers

Getting Started:

1. Create your first project
2. Add team members
3. Set up milestones
4. Create and assign tasks
5. Configure timesheet tracking

Getting Help

In-App Help

• Click the ? icon for context-sensitive help
• Access the knowledge base from Settings > Help

Support Channels

• Email: support@semantik-code.com
• Documentation: This documentation site
• Video Tutorials: Available in Help Center

Common Issues

Next Steps

Continue to the module-specific guides: