You have already configured your WP ERP core settings with the help of Easy Setup Wizard at the time of installation. If you have missed anything or need more configuration, navigate to- WP Dashboard → ERP Settings → Settings.
You will find several tabs in this page which will help to setup WP ERP properly.
Please Note: There are several tabs in this menu, some of which will only appear depending on the modules you have activated or installed additional add-ons. Only the settings which are basic to ERP core system are covered here.
Tab – General
From here you can set a launching date of your company, financial year and set date formats among other stuff. This will take effect to your reports and calendar so set this at the very beginning of your setup.
The debug is for the advanced users or programmers only.
Tab – Email
Configure your Predefined email templates from this tab. As you know, the HR & CR module can trigger notification mails on several actions. There are already 4 predefined templates for sending email notifications to users.
To make change to any template, please click on the Configure button to the right of the template.
Configure settings for all your outgoing mails for WP-ERP modules.
Enable / Disable: If disabled, the default WordPress mailing system will be used.
Mail server: Use the server address provided by your email service provider.
Port: The port number can also be found in the email service providers settings.
Authentication: Enable and select the type of the authentication if you are using any.
Username & Password: For our mailing client to access your email server, you need to provide these credentials.
Debug: This is for developer or power users.
And at the bottom, you can send a mail to yourself or a test account to check if everything is working fine.
Status: The status window shows if your incoming mail server is active or working.
Enable / Disable: If disabled, you will receive no inbound emails from your CRM module.
Cron schedule: How often your system will check for inbound emails.
Mail server and Port: Your mail service provider's server address and port number.
Username and Password: Your mail credentials which will be used to authenticate.
Authentication: The type of authentication you will be using. If you do not match this and all the other details right, it will not work.
Tab – HR
This tab controls settings of your HR module. Configure your office weekends or attendance from this tab.
You can set all the 7 days of the week as working, non-working or half-working days. These selection will be recurring throughout the calendar.
Tab- Contact Forms
WP ERP has built-in support for Contact Form 7 and Ninja Forms. If you have any of the form plugins installed, you will find settings to configure your forms.
Tab – CRM
You can configure your CRM module contact importing settings and other settings relevant to add-ons from this menu.
You can auto import a WP user or ERP subscriber to the CRM whenever they are created.
Auto Import: Turn it on or off.
User roles: Choose the roles that will be imported whenever a user based on this role is created or added.
Default contact owner: Who will be assigned to the contact by default. Usually the CRM lead or the manager.
Default life stage: What will be the stage you prefer them to be initiated in.
You can pre define custom templates for customer emails for repetitive tasks like sending joining emails, feedback emails etc.
Creating a new template
Go to wp-admin → ERP settings → Settings → CRM → Templates → Add Templates
Selecting a template for sending
Go to Dashboard → CRM → Contacts → Click on a contact → Email → Select the template from the dropdown menu.
Tab – Accounting
Change your default accounting currency and separators from this tab.
From this page you will be able to format the invoice generated from the accounting module. Helpful tips are attached to each field. Mind that these are for advanced users only, so change with care.
Click on the New Tax Rate button to build.
Now proceed with filling out the fields. Check on is this tax compound to enable multiple tax rates. Click on Add More to create an entry. You can add as many as you like.
Hit Create when done.
After being created, you will be able to see the tax rate details by clicking on it, here is how it will be displayed.