VinAR ERP
THE AI ERP
Introduction
Settings
Core Settings in VinAR-ERP
In VinAR-ERP, Core Settings encompass essential configurations that form the backbone of the ERP ...
System Settings in VinAR-ERP
System Settings in VinAR-ERP provide a centralized control panel for configuring global preferenc...
Domain Settings in VinAR-ERP
Domain Settings allow administrators to activate or deactivate specific business domains globally...
Session Defaults in VinAR-ERP
Session Defaults allow users to predefine default values for specific fields during their session...
Global Defaults in VinAR-ERP
Global Defaults provide a centralized way to predefine key system-wide values, ensuring consisten...
Users and Permissions
User Management in VinAR-ERP
Efficient User Management is essential for controlling access, defining responsibilities, and ens...
Administrator in VinAR-ERP
The Administrator is the highest authority within VinAR-ERP, possessing full system access and un...
Limited User in VinAR-ERP
A Limited User has restricted access within VinAR-ERP, allowing them to interact only with specif...
Roles & Role Profiles in VinAR-ERP
In VinAR-ERP, Roles define the level of access a user has within the system, while Role Profiles ...
Permissions in VinAR-ERP
Permissions in VinAR-ERP define the level of access users and roles have within the system. These...
🛠️ User Permissions in VinAR-ERP
User Permissions in VinAR-ERP allow you to control what users can access within the system. While...
Role-Based Permissions in VinAR-ERP
Role-Based Permissions in VinAR-ERP allow you to control which users can access specific document...
Controlling Page & Report Access in VinAR-ERP
In VinAR-ERP, access to pages and reports can be managed through Role Permissions for Page and Re...
Managing Permission Levels in VinAR-ERP
Permission Levels (Perm Level) help control what fields in a document different users can see or ...
Field-Level Permission Management in VinAR-ERP
In VinAR-ERP, you can control who can view or edit specific fields inside a document using Field-...
Data Management
📥 Easy Data Import in VinAR-ERP
The Data Import Tool in VinAR-ERP allows you to quickly upload or update records in bulk using CS...
📤 Easy Data Export in VinAR-ERP
The Data Export tool in VinAR-ERP allows you to extract data from any document type (DocType) and...
📥 Easy Chart of Accounts Import in VinAR-ERP
When you create a new company in VinAR-ERP, a default Chart of Accounts (COA) is generated. Howev...
🔹 Easy Guide to Downloading Backups in VinAR-ERP
VinAR-ERP allows you to manually download database backups whenever needed. These backups are ref...
🔄 Bulk Renaming of Records in VinAR-ERP
Need to rename multiple records at once? VinAR-ERP makes it easy with Bulk Renaming! 📌 Renaming ...
🔄 Bulk Update in VinAR-ERP
Need to update the same field across multiple records? Instead of editing them one by one, Bulk U...
📥 Personal Data Download in VinAR-ERP
As part of GDPR compliance, VinAR-ERP allows users to download their personal data effortlessly. ...
🗑️ Personal Data Deletion in VinAR-ERP
As part of GDPR compliance, VinAR-ERP allows users to delete their accounts and anonymize their p...
🗑️ Deleting Company Transactions in VinAR-ERP
VinAR-ERP allows you to delete all transaction records (such as Sales Invoices, Sales Orders, and...
Accounting
📊 Understanding Accounting Masters in VinAR-ERP
In VinAR-ERP, Accounting Masters are the building blocks of financial transactions. They provide ...
📌 Setting Up a Company in VinAR-ERP
A company is a legal entity that conducts business activities, whether in manufacturing, retail, ...
🌍 Managing Currency in VinAR-ERP
VinAR-ERP allows businesses to manage multiple currencies with ease. The Currency List stores ess...
🌍 Managing Countries in VinAR-ERP
VinAR-ERP allows businesses to maintain a Country List and tag countries to different entities an...
📊 Chart of Accounts in VinAR-ERP
The Chart of Accounts (CoA) is the foundation of your company's financial structure. It organizes...
📆 Accounting Period Overview
An Accounting Period defines a specific time frame within which financial transactions are record...
📆 Fiscal Year in VinAR-ERP
A Fiscal Year is a 12-month period used to record and report financial transactions for a busines...
Understanding Finance Book in VinAR-ERP
A Finance Book is a record that keeps track of all financial transactions within a company. It se...
Understanding Payment Terms Template in VinAR-ERP
A Payment Terms Template is a predefined set of payment conditions that helps businesses manage i...
Understanding Payment Terms in VinAR-ERP
A Payment Term is a predefined schedule that determines how and when payments should be made for ...
Loyalty Program in VinAR-ERP
A Loyalty Program rewards customers for repeat purchases by allowing them to earn and redeem poin...
Opening and Closing in VinAR-ERP
Managing financial periods efficiently is crucial for accurate accounting. VinAR-ERP provides thr...
Opening Invoice Creation Tool in VinAR-ERP
The Opening Invoice Creation Tool helps businesses import outstanding sales and purchase invoices...
Period Closing Voucher in VinAR-ERP
A Period Closing Voucher is used to finalize your accounting records at the end of a financial pe...
General Ledger in VinAR-ERP
The General Ledger (GL) is the backbone of financial accounting in VinAR-ERP. It records, organiz...
Journal Entry Template in VinAR-ERP
A Journal Entry Template in VinAR-ERP helps streamline the process of recording financial transac...
Journal Entry overview
A Journal Entry is a record made in the general ledger that affects financial accounts. It is a f...
Understanding Accounting Entries
To make accounting concepts easy to grasp, let’s use the example of a small tea stall business. T...
Freezing Accounting Entries
In accounting, businesses often need to freeze their financial records to prevent any changes bef...