Getting Started with LaabamOne ERP

Start your journey with LaabamOne by creating your account. This is the first and most important step to access the platform.

1. Visit laabam.app/register
2. Enter your business email address and create a strong password
3. Select your business type (Sole Proprietor, Partnership, Private Limited, etc.)
4. Choose your industry from the dropdown menu
5. Click on the verification link sent to your email
6. Complete email verification to activate your account

Configure your company profile with all essential business details and compliance information.

Company Information:

• Company legal name and trade name
• Complete business address with PIN code
• Contact number and official email
• Company logo upload (recommended 512x512px)

Tax & Compliance:

• GST Number (GSTIN) - 15-digit alphanumeric code
• PAN Number of the business
• TAN Number (if applicable for TDS)
• State code for GST (auto-detected from GSTIN)

Fiscal Year Settings:

• Select fiscal year start month (typically April in India)
• Set accounting period and book closure dates
• Configure financial year for reports

The Chart of Accounts (COA) is the foundation of your accounting system. It's a complete listing of all accounts in your general ledger.

Choose Your COA Method:

Main Account Categories:

• Assets: Cash, Bank, Debtors, Fixed Assets, Inventory
• Liabilities: Creditors, Loans, Duties & Taxes
• Income: Sales, Service Income, Other Income
• Expenses: Purchase, Salaries, Rent, Utilities
• Equity: Capital Account, Reserves, Retained Earnings

Invite your team members and assign appropriate roles with specific permissions for secure collaboration.

Pre-defined User Roles:

How to Add Users:

1. Go to Settings → User Management
2. Click "Add New User"
3. Enter user email address and full name
4. Select role from dropdown or create custom role
5. Set module-specific permissions if needed
6. Send invitation email

Add all your products and services to the system. This master data will be used across sales, purchase, and inventory modules.

Product Information:

• Item Code: Unique identifier (SKU/Part Number)
• Item Name: Product or service description
• Item Group: Category classification
• Unit of Measure: Nos, Kgs, Liters, Hours, etc.
• Description: Detailed product specifications

Pricing & Tax:

• Standard Selling Price (default price list)
• Purchase Rate (last purchase price)
• HSN/SAC Code for GST classification
• GST Rate (0%, 5%, 12%, 18%, 28%)
• Multiple price lists for different customer segments

Inventory Settings (if applicable):

• Enable/disable inventory tracking
• Set reorder level and maximum stock quantity
• Default warehouse assignment
• Serial number or batch tracking

Create customer and supplier master data for managing your business relationships and transactions.

Customer Information:

• Customer Name and Contact Person
• Billing and Shipping Addresses
• Email and Phone Number
• Customer GSTIN (for B2B transactions)
• Payment Terms (Net 7, Net 30, Net 60 days)
• Credit Limit (maximum outstanding allowed)
• Price List assignment

Supplier Information:

• Supplier/Vendor Name
• Contact Details and Address
• Supplier GSTIN
• Payment Terms
• Bank Account Details for payment
• TDS Applicability and Section

Migrate your existing financial data into LaabamOne by entering opening balances. This is crucial for accurate reporting.

Types of Opening Balances:

Test your setup by creating a sample invoice. This ensures all configurations are working correctly.

Invoice Creation Steps:

1. Navigate to Sales → Sales Invoice → New
2. Select Customer from dropdown
3. Add items/products from item list
4. Enter quantity and rate (auto-populated from price list)
5. Tax is automatically calculated based on HSN code
6. Add discount if applicable
7. Review total amount including taxes
8. Add payment terms and due date
9. Preview the invoice before submitting
10. Submit and send via email or download PDF

Invoice Customization:

• Customize invoice template design
• Add company logo and letterhead
• Configure print format and layout
• Add custom fields if needed
• Set up automatic invoice numbering series

Connect LaabamOne with your bank accounts and other business tools for seamless operations.

Available Integrations:

Access LaabamOne on the go with our mobile applications for iOS and Android.

Download & Install:

• Download from Google Play Store (Android)
• Download from Apple App Store (iOS)
• Sign in using your LaabamOne credentials
• Enable biometric login (fingerprint/face ID)

Mobile App Features:

• Create invoices on the go
• Record expenses and upload receipts
• Check inventory stock levels
• View dashboard and reports
• Approve purchase orders and expense claims
• Receive push notifications for important updates

Notification Settings:

• Enable notifications for payment reminders
• Get alerts for low stock items
• Daily/weekly business summary notifications

Ensure your business data is safe and secure with proper backup and security configurations.

Automatic Backups:

• LaabamOne automatically backs up your data daily
• Backups are stored in multiple secure locations
• Point-in-time recovery available
• Download manual backups anytime from Settings

Security Best Practices:

Personalize your dashboard to display the metrics and reports that matter most to your business.

Available Dashboard Widgets:

How to Customize:

1. Click "Customize Dashboard" button on top right
2. Drag and drop widgets to rearrange
3. Click "Add Widget" to add new charts
4. Remove unwanted widgets by clicking × icon
5. Resize widgets by dragging corners
6. Save layout for all users or just for yourself