Do you own a small or medium-sized company and wish to run your business more successfully and smoothly? Would you prefer to manage your buying, marketing, stock management, finance, and point-of-sale tasks on a single platform? If so, you must try ERP SGT, a cloud-based ERP solution for small and medium-sized enterprises. Accounting, sales, inventory, buying, and point of sale modules are available in the cloud-based system. It is intended for small to medium-sized businesses and is easy to use, cost-effective, and reliable. ERP SGT helps manage your bank accounts, costs, revenue, clients, vendors, goods, orders, bills, payments, etc. Additionally, it assists you in producing a range of reports and insights that enhance your ability to make decisions and perform business operations.
What makes ERP SGT worthwhile?
Due to its many advantages, ERP SGT is one of the best software options for small and medium-sized businesses. A handful of these are mentioned below:
- ERP SGT runs on the cloud. Installing or maintaining any software or hardware is not necessary. You may access it from any device with a web-based browser and a web connection. Furthermore, it is accessible from anywhere with an online connection.
- SGT ERP is reasonably priced and available without a hefty upfront investment or a monthly membership charge. Up to 10 users and 100 monthly transactions are eligible for free usage of ERP SGT. Based on your preferences and the requirements of your business, you may easily change to a premium plan for a small cost.
- ERP SGT is a reliable system. You don’t have to be concerned about data loss, safety incidents, or outages when utilizing it. It uses reliable and reputable cloud servers to ensure that your data is always accessible and secured. ERP SGT also offers routine backups and upgrades to ensure that your data is always correct and up to date.
- It is easy to use. Thanks to its user-friendly interface, you don’t need to be an expert or have any technical experience to utilize its features and functionalities. You can also use the features and functionalities with little training or assistance. ERP SGT also offers online tutorials and assistance to help you utilize it more successfully and efficiently.
How to use ERP SGT?
- Go to the ERP SGT website to register for a free account. You have to enter your name, email address, phone number, and business name. You must also select a domain name and password for your account.
- Open your account and take a look around the dashboard. You can utilize several modules and functions, including purchasing, point of sale, inventory, sales, and accounting. Also, you may access additional functions like settings, reports, help, and so on by using the menu bar.
- After choosing a module or feature, click it to use it. Once there, you can perform various actions and procedures related to that module on a page. When you select the sales module, a page will open where you may create, view, edit, or remove sales orders, invoices, payments, and other relevant documents.
- Follow the instructions and prompts to complete the task or process you want to perform. You may also find or organize the data you want to work with using the search bar, filters, and sorting tools. You can also export, print, and share the data.
- You can follow the same steps to use other modules or features and switch between different modules or features as needed.
Using ERP SGT to handle your accounts
- Open your account by ERP SGT login. Navigate to and choose the accounts module. A page where you may manage your accounts—income, expenses, assets, obligations, equity, etc.—will appear.
- Hit the “Add Account” button to create a new account. Then, fill out a form with the account name, type, code, and description. You can also select the opening balance, currency, and parent account. After selecting “Save,” an account will be created.
- Click the “Edit” or account name buttons to examine or modify an existing account. Account information and transactions will be displayed. You can also change or remove your account’s information.
- Click the “Add Transaction” button to enter a transaction. A form will appear that you must fill out with the account, definition, amount, and transaction date. Additionally, you can select the transaction’s category, reference number, and type. To save the transaction, click the “Save” button.
- Click the “Edit” button or the transaction date to examine or modify an existing transaction. The financial information and documents will be visible, and you may also change or remove the transaction’s information.
How can you use ERP SGT to manage your sales?
Steps to Follow
It makes managing your sales straightforward. The steps to follow are as follows:
- Go to the ERP SGT website, create an account, and sign in. After that, select it from the sales module. A page will display all the information needed to manage your sales, including clients, orders, invoices, and payments.
- Click the “Add Order” button to start a new order. A form containing fields for the customer, items, quantities, prices, taxes, rebates, and other information will appear. You can also select the order’s status, delivery window, and payment terms. To create the order, click “Save.”
- Click the “Edit” button or the order number to view or change an already placed order. The items and order details will be visible to you. You may also change or revoke the order. Moreover, you can reverse the order into an invoice or delivery note.
- Click the “Add Invoice” button to create a new invoice. A form with fields for the invoice date, customer, goods, quantities, pricing, discounts, taxes, and other information will appear. Select the invoice’s payment method, due date, and status. Click “Save” to save the invoice.
- Click the “Edit” button or the invoice number to see or modify an existing invoice. You will see the items and information on the invoice. You may change the invoice’s details or remove it if you’d like. You may also note a payment or credit note against the invoice.
Further Steps to Follow
- Click the “Add Payment” button to enter a payment. A form will appear for you to fill out with the invoice, description, amount, and payment date. Additionally, you can select the payment’s category, reference number, and method. To record the payment, click the “Save” button.
- Click on the payment date or the “Edit” button to view or modify an existing payment. You’ll see the attachments and the payment information. You can change or remove the payment information if desired.
- Press the “Add Customer” button to add a new client. A form with the customer’s name, email, phone number, address, and other details will appear. The customer’s category, kind, and currency are also selectable. To set up the customer, click the “Save” button.
- Click the “Edit” button or the customer’s name to examine or modify an existing customer. You’ll see the transactions and customer information. You may also change the customer’s information or remove it.
- Click the “Edit” button or the order number to examine or modify an existing order. The items and order details will be visible to you. You may also change the order’s information or cancel it. You can also turn the order into an invoice or delivery note.
Conclusion
ERP SGT provides a complete solution to help small and medium-sized enterprises operate more efficiently. Finance, sales, inventory, and other business components may all be effectively managed using the cloud-based platform, reasonable cost, reliability, and intuitive user interface. Because of its accessibility and ease of use, it’s the perfect option for firms trying to increase productivity and make well-informed decisions. Use it to streamline your business operations and help your firm succeed.
