Welcome to Easy ERP
Easy ERP is a cloud-based software designed for retail businesses, wholesalers, manufacturers, and service providers to automate invoicing, inventory tracking, and tax compliance effortlessly.
System Requirements
- Any modern web browser (Google Chrome, Mozilla Firefox, Microsoft Edge, Safari).
- Stable Internet connection (Minimum 1 Mbps required).
- Optional: Thermal Printer (58mm/80mm) or Standard A4 Printer for bill printing.
- Optional: Handheld USB/Bluetooth Barcode Scanner for POS counter operations.
Setting Up Your Business Profile
Before issuing your first bill, configure your business information properly:
- Navigate to Settings > Company Profile.
- Upload your Company Logo (PNG/JPG format, max 2MB).
- Enter your Legal Business Name, Address, and 15-digit GSTIN.
- Upload an Authorized Signature to print automatically on invoices.
- Click Save Changes.
Creating Invoices & Quotations
Follow these steps to create an invoice:
Before you save: Review your customer details, item quantities, and selected tax rates.
Steps to create a bill:
- Go to Sales > Create Invoice.
- Select an existing Customer or click + Quick Add Customer.
- Search for items using item code, barcode scan, or name.
- Select Tax rates (CGST + SGST or IGST depending on the state).
- Click Save & Print or Share via WhatsApp.
Stock & Inventory Management
Keep precise control over product stock levels, HSN codes, and low stock warnings.
Bulk Importing Items
If you have existing inventory in Excel format:
- Navigate to Inventory > Items > Bulk Import.
- Download the standard CSV template.
- Copy your data into the prescribed columns and re-upload the file.
Customer & Vendor Management
Maintain complete party ledgers, credit limits, and payment reminders.
You can send automated payment due reminders to customers directly via WhatsApp by clicking the reminder button on their ledger page.
Exporting Financial Reports
Easy ERP offers over 30+ built-in accounting and inventory reports:
- GSTR-1 Report: Ready-to-file JSON & Excel export for monthly sales returns.
- GSTR-3B Summary: Consolidated tax liability summary.
- Profit & Loss Account: Automated calculation based on purchase vs sales margins.
- Daybook & Cash Flow: Track daily counter cash collections.