Our Process

The first step in our process is understanding your business. We conduct a comprehensive consultation to assess your requirements, understand your business processes, and identify the best ERP solution for your needs.

What We Do:

• Business Assessment: We analyze your business size, industry, transaction volume, and specific requirements to recommend the right ERP solution (Tally or Marg).
• Requirements Analysis: We identify your accounting needs, inventory requirements, GST compliance needs, reporting requirements, and multi-user requirements.
• Solution Recommendation: Based on our analysis, we recommend the best ERP solution, licensing options, and implementation approach for your business.
• Timeline & Pricing: We provide a clear timeline for implementation and transparent pricing for all services.

This is the most critical phase where we configure your ERP system according to your business needs and train your team to use it effectively. We ensure your system is set up exactly as per your requirements.

Configuration Services:

• Chart of Accounts: We create a comprehensive chart of accounts tailored to your business structure and industry.
• GST Setup: Complete GST configuration including GSTIN, tax rates, HSN/SAC codes, and GST invoice formats.
• Inventory Setup: Configure inventory structure, stock groups, units of measure, and inventory valuation methods.
• Masters Creation: Set up all necessary masters including parties, items, ledgers, and other business entities.
• Opening Balances: Enter opening balances accurately for smooth transition to the new system.

Training Services:

• Basic Training: Introduction to ERP, navigation, creating masters, and basic transactions.
• Advanced Training: Advanced features, complex transactions, reporting, and customization.
• Role-Based Training: Training tailored to specific user roles (accountant, sales, inventory, etc.).