Administration & Setup

Configuration that controls every other module.

4 min read Updated Jun 2026 Module

Administration & Setup

Setup is the configuration that makes everything else behave correctly. It is typically done once at go-live by an admin or consultant, with smaller adjustments thereafter. Treat it as the foundation — bad setup compounds into bad transactions, and bad transactions compound into bad reports.

Concepts to know first

Master — a reference list used by transactions (items, parties, locations, ledgers, etc.).
Effective date — many setup changes (rates, salary structures) carry an effective date so the past does not change.
Access control — setup screens should be restricted to the admin role. Operational users should not see them.

Important — Changes made here ripple through the entire application. Restrict access to one or two trained users. Take a backup before any large setup change.

Pages in this section

File Management

Users, roles, templates and document storage.

Accounts Setup

Chart of accounts, voucher numbering and opening balances.

Agri Setup

Growers, crops, grades and collection centres.

Geo Setup

Country, state, district and city masters.

Item Setup

Item categories, UOMs, attributes and the item master.

Location / Party Setup

Branches, warehouses, customers and suppliers.

Manufacturing Setup

BOM, work centres and routing.

OP Setup

Departments, doctors and consultation types.

Rates Setup

Rate standards, price lists and discount slabs.

Tax Setup

Tax structures, tax accounts and HSN / SAC.

Utility

Backup, restore, reindex and housekeeping.

Communication & Integration

SMS, email, payment gateways and external APIs.

Recommended setup order

Geo Setup — countries, states, districts, cities.
File Management — users and roles.
Accounts Setup — chart of accounts, voucher series, financial year.
Tax Setup — tax structures and HSN / SAC.
Item Setup — categories, UOMs, attributes, items.
Location / Party Setup — branches, warehouses, customers, suppliers.
Rates Setup — price lists, schemes.
Vertical-specific: Agri Setup, Manufacturing Setup, OP Setup.
Opening balances — ledgers and stock at go-live date.
Communication & Integration — SMS, email, payment gateways last.