End User Manual — Construction ERP (SaaS)

2.1 Admin Login

Admin is the "system owner" level used for creating tenant users, roles, and module permissions.

1. Open Admin login URL: /admin/login
2. Enter Admin email/password.
3. After login you will land on /admin/dashboard

2.2 User Login (Web Users / Tenant Users)

Regular users login from the main login page and will only see modules they have permission for.

1. Open the main login page: /login
2. Login using Email or Mobile and Password.
3. After login you will land on /dashboard

2.3 Profile, Password & Security

1. Go to Profile menu (Account page) to update your name, email, mobile, and profile photo.
2. Go to /profile/change-password to change password.
3. In the security tab, review Recent Devices to spot unusual logins (IP/User Agent/time).

3.1 Create Tenant/User

Admin creates tenant users (companies/users) who will log in and use modules.

1. Go to /admin/users
2. Click Add New User
3. Fill required details (Name, Email, Mobile, Password, Status).
4. Save. The new user will appear in the user list.

3.2 Create Roles

Roles define what modules a user can access. Examples: Owner, HR, Accountant, Store, Project Manager, Supervisor.

1. Go to /admin/roles
2. Click Create New Role
3. Enter Role Name and Description.
4. Select Module & Menu Permissions using checkboxes.
5. Click Create Role.

3.3 Modules & Role Module Permissions

This system uses module permissions derived from the menu configuration (modules + submenus). Users only see sections they can access.

1. Go to /admin/modules to view/manage modules (if enabled).
2. Go to /admin/rolemodulepermissions to manage role-based module permissions.
3. Ensure each role has access to the correct submenu items.

3.4 Assign Role to User

1. Go to /admin/users
2. Open the user (Edit).
3. Assign one or multiple roles (as per your business rules).
4. Save changes.

4.1 Clients & Projects (Sites)

1. Create Clients (Customer/Owner/Developer) under Projects → Clients.
2. Create Projects/Sites under Projects → Projects.
3. When creating a Site, link it to the correct Client.

4.2 Employees

1. Add Employees under Human Resources → Employees.
2. Maintain employee code/name/phone, basic salary (if used), and status = active.
3. Employees are required for Attendance, Withdrawals, Payroll.

4.3 Suppliers, Categories, Materials

1. Create Suppliers under Inventory → Suppliers.
2. Create Categories under Inventory → Categories.
3. Create Materials under Inventory → Materials, assign category.

4.4 Shuttering Catalog (Categories, Materials, Variants)

1. Create Shuttering Categories under Shuttering → Categories.
2. Create Shuttering Materials under Shuttering → Materials.
3. Create Variants (sizes/units) under Shuttering → Variants.

4.5 Contractors

1. Create Contractors under Contractors → Contractors.
2. Maintain payment terms, contact details, and active status.
3. Contractors are used for Assignments and Payments.

4.6 Equipment (Optional)

1. Create equipment categories under Equipment → Equipment Categories.
2. Add equipment items under Equipment → Equipment.
3. Create locations if used for tracking.

1. Open Human Resources → Employees.
2. Add employee details. Ensure status is active.
3. Use employee list to quickly open Attendance or Withdrawals from dashboard/employee views (if enabled).

1. Go to Human Resources → Attendance.
2. Click Add Attendance / Create.
3. Select a date (default: today).
4. For each employee, choose the Site and the Attendance Type (example: 0.5, 1, 1.5, 2 days).
5. Save. The system will update existing entries for the same employee & date (prevents duplicates).

1. Go to Human Resources → Withdrawals.
2. Click Add Withdrawal.
3. Select Employee, Date, Amount and optional Note.
4. Save. For the same employee & date, the system updates (helps prevent duplicates).

1. Go to Human Resources → Payroll.
2. Select month/range as required.
3. Generate salary based on attendance/withdrawals if your setup supports it.
4. Verify totals and export if needed.

1. Go to Human Resources → HR Reports.
2. Use report filters (date range, employees, site) to get insights.
3. Export if required for audits.

1. Go to Projects → Clients.
2. Create client with correct name and contact details.

1. Go to Projects → Projects (Sites).
2. Create site and link to a Client.
3. Keep site status updated (active/completed) based on your workflow.

1. Go to Projects → Work Packages.
2. Click Add Work Package.
3. Select Site and set Package Name, Type, Priority, Start/End dates, Estimated Cost.
4. Save. Initial status starts as Planning and progress is 0%.

1. Open a Work Package and go to Progress.
2. Add a progress entry:
   1. Choose progress percentage increment
   2. Optional milestone name/description
   3. Select status type (In Progress, Milestone Completed, Issue Reported, Delayed, Completed)
   4. Attach images/documents if needed
   5. Save
3. The Work Package progress and status update automatically.

1. Go to Projects → Invoices.
2. Create invoice and link it to the correct Client/Site.
3. Generate PDF and send/print as needed.
4. Mark paid when payment is received (if available in your invoice screen).

1. Go to Projects → Project Reports.
2. Filter by Site, date range to see cost/activity summaries.
3. Use exports for client updates and internal reviews.

1. Go to Inventory → Suppliers.
2. Create suppliers with proper GST/PAN/contact details (as per your setup).
3. Suppliers are required for Purchases and Supplier Reports.

1. Go to Inventory → Categories.
2. Create categories such as Cement, Steel, Sand, Electrical, Plumbing, etc.

1. Go to Inventory → Materials.
2. Create each material item and map it to the correct category.
3. Maintain units and default rates as per your store process.

1. Go to Inventory → Purchases.
2. Click Add Purchase.
3. Select Site and Supplier.
4. Enter Purchase No (unique), Purchase Date, Purchase Type (cash/credit), and optional note.
5. Add items:
   1. Select Material
   2. Enter Quantity and Rate
   3. Repeat for multiple items
6. Save. Total amount is calculated automatically.

1. Go to Inventory → Payments.
2. Choose Supplier and enter payment details (amount/date/mode/reference).
3. Save. Use reports to verify supplier outstanding.

1. Create Expense Categories under Inventory → Expense Cats.
2. Create Expenses under Inventory → Expenses and map to category + site (if applicable).
3. Use expenses for accurate site/project cost tracking.

1. Go to Inventory → Supplier Reports for summary analytics.
2. Go to Inventory → Statements to see supplier ledger/outstanding.
3. Export statements for accounting reconciliation.

1. Go to Shuttering → Categories.
2. Create categories (e.g. Plates, Props, Cuplock, etc.).

1. Go to Shuttering → Materials.
2. Create materials and assign category.

1. Go to Shuttering → Variants.
2. Create size/variant (example: Prop 3m, Prop 3.5m; Plate 12mm, etc.).

1. Go to Shuttering → Site Stock.
2. Select site to view current quantities.

1. Go to Shuttering → Material Inward.
2. Select site and inward date.
3. Choose material + variant + qty.
4. Save inward to increase that site’s stock.

1. Go to Shuttering → Material Issue.
2. Select source site stock (or store logic based on screen).
3. Select material + variant + qty to issue.
4. Save. Stock decreases accordingly.

1. Go to Shuttering → Site Transfer.
2. Select From Site and To Site.
3. Select material + variant and quantity to transfer.
4. Save transfer. Stock reduces at From Site and increases at To Site.
5. Use Shuttering Reports → Transfers to audit movement history.

1. Go to Shuttering → Damage/Loss.
2. Select site, material, variant, quantity, and reason/note.
3. Save. Stock adjusts (typically decreases) as per your configured logic.

1. Go to Shuttering → Repairs.
2. Enter site/material/variant, repair date, and cost details.
3. Save and analyze via Maintenance reports.

1. Go to Shuttering Reports → Reports Dashboard.
2. Use Site-wise Stock, Dispatch vs Return, Rotation, Damage/Loss, Maintenance, Transfers.
3. Export reports for management review.

1. Go to Contractors → Contractors.
2. Create contractor master record with contact and payment details.
3. Keep status active/inactive based on current contracts.

1. Go to Contractors → Assignments.
2. Create assignment:
   1. Select Contractor
   2. Select Site/Project
   3. Select work package / scope details (as per screen)
   4. Set start date and agreed terms
3. Save. Assignment becomes the basis for progress and payment.

1. Go to Contractors → Payments.
2. Select contractor and assignment (if applicable).
3. Enter payment amount, date, mode, reference, note.
4. Save. Use reports to monitor outstanding amounts.

1. Confirm work done (via Work Packages/Progress or internal measurement sheet).
2. Calculate payable amount as per contract terms (rate, quantity, milestones).
3. Create a record in Contractor Payments and attach supporting documents (if your screen supports attachments) or keep reference in note.
4. For customer billing invoices (client-side), use Projects → Invoices.

1. Go to Contractors → Contractor Reports.
2. Filter by contractor/site/date.
3. Export and reconcile with accounts.

1. Go to Equipment → Equipment Categories and create categories.
2. Go to Equipment → Equipment and add equipment details.
3. Go to Equipment → Locations to manage storage/site locations.

1. Use Equipment → Assignments to assign equipment to sites.
2. Use Equipment → Transfers to move equipment between locations/sites.

1. Schedule maintenance under Equipment → Maintenance.
2. Set reminders under Equipment → Reminders (if enabled).
3. Report lost/damage under Equipment → Lost/Damage.

1. Open Equip. Reports → Reports Dashboard.
2. Use movement, maintenance history, usage summary, repair cost, lifecycle reports.

1. Always create Roles first before onboarding staff.
2. Keep masters clean: Sites, Employees, Suppliers, Materials must be consistent.
3. One source of truth: avoid doing the same tracking in Excel and ERP both.
4. Daily discipline: attendance and shuttering movements must be entered daily.
5. Review reports weekly: supplier outstanding, shuttering transfers, contractor payments.
6. Restrict sensitive modules: Payments, Expenses, Role permissions should be limited roles only.

1. A user cannot see a module in sidebar.
   1. Ensure the user is active (Admin → Users)
   2. Ensure role is assigned
   3. Ensure role has module submenu permission (Admin → Roles / Role Module Permissions)
   4. Logout/login again
2. Supplier outstanding seems wrong.
   1. Confirm Purchases are recorded with correct supplier and unique purchase no
   2. Confirm Payments are entered under the same supplier
   3. Check date filters in Statements
3. Shuttering stock mismatch between sites.
   1. Check transfers history in Shuttering Reports → Transfers
   2. Check Damage/Loss entries
   3. Verify inward/issue entries were done on correct site and date
4. Attendance totals not matching payroll.
   1. Check attendance type values (0.5 / 1 / 1.5 / 2)
   2. Ensure correct site and date
   3. Verify withdrawals for the same month