SaathiX ERP works out of the box, but 30 minutes of configuration in the right order saves months of frustration. Follow this walkthrough on your first day and skip the rest of onboarding.
011. Business
Settings → Business. Fill in legal name (as per GST certificate), trade name (what appears on invoices), address, phone, email, PAN and default currency. Upload your logo (PNG with transparent background, 400x400 recommended). This information prints on every document.
022. GST
Settings → GST. Enter GSTIN, filing frequency (Monthly or QRMP), composition scheme flag, e-invoice threshold flag. Add API credentials for e-invoice and e-way bill from your GSP or NIC login. See the GST guide for full details.
033. Bank
Settings → Bank. Add each bank account with IFSC, account number and opening balance. This information prints on invoices (for direct transfer) and is used for reconciliation.
044. Store
Settings → Store. Configure barcode scanner behaviour, weighing scale, cash drawer trigger, receipt template and default customer for retail bills.
055. Themes
Settings → Themes. Pick your invoice template, colour, font, footer message, terms & conditions and payment QR block. Preview live before saving.
066. Notifications
Settings → Notifications. Turn on automatic invoice-on-WhatsApp, payment reminders and daily/weekly digest emails. Choose who receives each.
077. Backup
Settings → Backup. SaathiX ERP runs a cloud backup every hour automatically. Add a Google Drive or Dropbox destination for a secondary daily backup, and download a full data export any time.
088. Security
Settings → Security. Turn on two-factor authentication for every user, enforce IP allowlist for the accounts role, and set session timeout for counter staff.