1. Getting Started

Logging in

Open the ERP in your browser (e.g. http://login.uttercode.com or your deployed URL).
Go to the login page (login).
Enter your username and password.
After login you land on the Dashboard.

Main layout

Left sidebar — all modules (Enquiry, Quotation, Sales Order, Invoice, etc.)
Top bar — user profile, branch, notifications
Content area — the active screen
Breadcrumb — shows where you are (e.g. Home → Enquiry List → New Enquiry)

User roles

Role	Access
Admin	Full access to all modules and settings
Manager	Full operational access (no company/device settings)
Other roles	Access controlled by User Role permissions (View / Add / Edit per module)

If you see 403 Forbidden, your role does not have permission for that screen. Contact an Admin to update your User Role under Settings → User.

Menu overview

Menu	Purpose
Dashboard	Summary and shortcuts
Enquiry	Create and manage customer enquiries
Quotation	View and approve quotations
Sales Order	Convert approved quotes to orders
Invoice	Create sales invoices / outward
Customer	Customer master data
Inventory	Products, stock, transfers, verification
Production	Planning, orders, consumption, BOM
Vendor	Supplier master
Inward QI	Quality inspection on inward material
Purchase / Purchase Order	Buying and PO management
Task	Task list / Kanban
Gate Pass	Material in/out gate passes
Employee	Employee records
Reports	MIS and account reports
Account / Voucher	Ledger and vouchers
Upload Doc	Document uploads
Settings	Business profile, configure, users, device lock

Tips

Use Select2 dropdowns: type to search (e.g. customer name).
Required fields must be filled before Submit; validation messages appear as toasts (top-right).
Most list screens have a Filter button (funnel icon) to narrow results.
Use Log-out at the bottom of the sidebar when finished.

Next

→ 02-enquiry-overview.md