How does primary settings works ?

The Primary Settings module in your ERP system allows you to set up your company’s profile, salary details, and payment preferences. Follow this step-by-step guide to configure these settings.

Step 1: Access the Primary Settings :

Log in to your ERP system.

Navigate to Primary Settings from the main menu. click on the “Edit” Button.

Step 2: Update Company Details :

Fill in your company information as follows:

Company Icon: Click Choose File to upload your company icon.

Ensure the image dimensions are 50×56 pixels or smaller.

Company Logo: Click Choose File to upload your company logo.

Ensure the image dimensions are 145×56 pixels or smaller.

Fill in the following fields:

Company Name: Enter your company’s full name.

CIN Number: Input your Company Identification Number.

PAN Number: Add your company’s Permanent Account Number.

GSTIN Number: Enter your GST Identification Number.

Phone Number: Provide your company’s contact number.

Address: Enter the full address, including:

Street, City, State, and Pincode.

Country: Select your country from the dropdown menu.

Step 3: Configure Salary Details :

Set up salary-related parameters to ensure accurate payroll processing:

Basic (%): Enter the percentage of the basic salary.

HRA (%): Specify the percentage for House Rent Allowance.

Conveyance Allowance: Add a fixed amount for conveyance.

PF Contributions:

Employee’s PF (%): Add the employee’s Provident Fund percentage.

ESIC Contributions:

Employee’s ESIC (%): Enter the employee’s ESIC percentage.

Salary Calculation Options:

Month Days: Enter the total days in the month (e.g., 30 or 31).

Working Days: Specify the number of working days.

Monthly Leave Top-up:

Casual Leaves: Add the number of casual leaves given each month.

Medical Leaves: Add the number of medical leaves.

Step 4: Configure Payment Details :

Tick the checkbox Receive Money in Foreign Currency? if applicable.

If selected, additional fields for foreign currency payments will appear in the Payments module.

Step 5: Save the Settings :

Review all the details you have entered.

Click the Save button to apply the changes.

Tips for Accurate Configuration:

Ensure all numeric values (percentages and amounts) are precise.

Double-check uploaded images for correct dimensions.

Update the fields based on your company’s policies and legal requirements.