Resources & User Manual

🚀 Getting Started

Welcome to OEMup! This guide walks you through everything you need to go from sign-up to running your first order. Most users complete setup in under a day.

Step 1: Set Up Your Company

After signing up, the first thing you'll do is set up your company profile. This tells OEMup about your business.

• Go to Settings → Company Details and enter your company name, address, and logo.
• Enter your GST number (GSTIN). This is used for all tax calculations and E-Invoice generation.
• Set your financial year (e.g., April 2024 to March 2025) and your base currency (INR).
• Go to Settings → Users and add your team members. Give each person a role (Admin, Manager, Operator, etc.) to control what they can see and do.

Step 2: Import Your Existing Data

If you're switching from Tally, Excel, or another system, you can bring your data into OEMup easily.

• Download our Excel templates from Settings → Data Import. We have templates for Customers, Vendors, Items, and Opening Balances.
• Fill in the templates with your existing data. The columns are clearly labeled — just paste your data in the right columns.
• Upload the filled templates back into OEMup. The system will validate the data and show you any errors to fix.
• Once imported, verify a few records to make sure everything looks correct.

Step 3: Configure Your Modules

OEMup has 8 modules, but you don't have to use all of them right away. Start with what you need most.

Step 4: Set Up Numbering Formats

Go to Settings → Numbering Formats to customize how your documents are numbered.

• Set invoice number format (e.g., INV-2024-0001).
• Set purchase order format (e.g., PO-2024-0001).
• Set manufacturing order format (e.g., MO-2024-0001).
• Numbers auto-increment, so you never have to worry about duplicates.

🤝 CRM & Sales

The CRM module handles everything related to your customers — from storing their details to creating orders, generating invoices, and tracking payments.

Managing Customers

Every sale starts with a customer. Here's how to add and manage them.

• Go to CRM → Customers and click "+ New Customer".
• Enter the customer's name, GST number, billing address, and shipping address.
• Set their payment terms (e.g., 30 days credit) and any default discounts.
• You can also add multiple contact persons for each customer.

Creating Sales Orders

When a customer places an order, create a Sales Order to track it.

• Go to CRM → Customer Orders and click "+ New Order".
• Select the customer. Their address and GST details auto-fill.
• Add line items — select products from your inventory, enter quantities, and rates. GST is calculated automatically based on the item's HSN code.
• Save the order. You can revise it later if the customer changes quantities.
• When ready, create a Sales Invoice directly from the order with one click.

Invoices & E-Invoice

OEMup creates GST-compliant invoices and can generate E-Invoices automatically.

• Go to CRM → Sales Invoices to see all invoices or create a new one.
• GST is auto-calculated (CGST+SGST for same-state, IGST for inter-state) based on your company and customer GST numbers.
• Click "Generate E-Invoice" to send it to the GST portal. OEMup gets the IRN number and QR code back automatically.
• Need an E-Way Bill? Click "Generate E-Way Bill" — the transport details form pops up, and it's filed to the portal in seconds.
• Print or email the invoice as a PDF — it includes the QR code and IRN.

Tracking Payments

• When a customer pays, go to the invoice and click "Record Payment".
• Enter the amount, date, and payment method (bank transfer, cash, cheque).
• OEMup tracks partial payments too — if ₹50,000 is due and they pay ₹30,000, the balance of ₹20,000 shows as pending.
• Set up automatic payment reminders for overdue invoices at CRM → Settings → Reminders.

🛒 Procurement

The Procurement module manages everything you buy — from raw materials to services. Create purchase orders, track deliveries, and manage vendor payments.

Indents & RFQ

When someone in your team needs materials, they create an Indent (material request).

• Go to Procurement → Indents and click "+ New Indent".
• Add the items needed, quantities, and the required-by date.
• A manager can approve or reject the indent.
• Once approved, convert the indent to an RFQ (Request for Quotation) and send it to multiple vendors to compare prices.

Purchase Orders

• Create a PO from an approved indent/RFQ, or make one directly at Procurement → Purchase Orders.
• Select the vendor, add items, quantities, and rates. Vendor's payment terms auto-fill.
• When goods arrive, mark the PO as "Received". This automatically adds items to your inventory.
• If a quality check is needed, the items go to "Inspection" first before being accepted into stock.

Purchase Invoices

• When you receive the vendor's bill, create a Purchase Invoice against the PO.
• GST Input Tax Credit is automatically computed and added to your GST ledger.
• Track vendor payments and manage advance payments using the vendor wallet.

📦 Inventory & Stock

Track every item in your warehouse with lot-level detail. Know what's in stock, what's reserved, and when to reorder — in real time.

Items & Products

• Go to Stock → Items to see all your products and raw materials.
• Each item has a name, SKU, HSN code (for GST), unit of measurement, and default rates.
• Set Reorder Level and Reorder Quantity for each item. When stock falls below the reorder level, you'll get an alert.
• Items can be categorized as Raw Material, Finished Goods, Semi-finished, or Consumable.

Stock Lots & Tracking

• Every time stock comes in (from a purchase or production), a Stock Lot is created with a unique number.
• Track the lot through its lifecycle — received, inspected, issued to production, shipped to customer.
• Use the Stock Summary view to see available, reserved, and free stock for each item across all locations.

Warehouse Locations

• Set up multiple stock locations at Settings → Stock Locations (e.g., Warehouse A, Warehouse B, Transit).
• Transfer stock between locations with a Stock Transfer document.
• Each location shows its own stock summary — you always know where things are.

⚙️ Production Planning

Plan and track manufacturing from raw materials to finished goods. Define what goes into each product, schedule work, and monitor progress.

Bill of Materials (BOM)

• Go to Production → BOM and click "+ New BOM".
• Select the finished product, then add all the raw materials and quantities needed to make one unit.
• You can create multi-level BOMs — where a component itself has a BOM (sub-assembly).
• Attach a Routing to define the manufacturing steps (operations and workstations).

Manufacturing Orders

• Go to Production → Manufacturing Orders and click "+ New MO".
• Select the product to make, enter the quantity, and set the due date.
• OEMup checks if the required materials are in stock. If not, it suggests creating Purchase Orders.
• As production progresses, update the status. When complete, finished goods are automatically added to inventory.
• Materials are auto-consumed from stock based on the BOM — no manual entry needed.

Routings & Work Orders

• A Routing defines the sequence of operations to make a product (e.g., Cutting → Welding → Painting → QC).
• Each operation is assigned to a Workstation with estimated time.
• Work Orders are automatically generated from the MO and routing. Operators see their tasks on the shop floor.
• Track actual time spent vs. estimated time for each operation.

💰 Accounting & Finance

Full double-entry accounting with automatic GST handling. OEMup creates accounting entries automatically when you create invoices, receive payments, or process payroll.

Chart of Accounts

OEMup comes with a pre-configured Chart of Accounts suitable for Indian manufacturing companies. You can customize it at Accounting → Chart of Accounts.

Vouchers & Entries

• Journal Vouchers — for manual accounting adjustments.
• Receipt Vouchers — when you receive money from customers.
• Payment Vouchers — when you pay vendors or expenses.
• Contra Vouchers — for bank-to-bank or cash-to-bank transfers.

GST Returns

• Go to Accounting → GST Returns to see auto-generated GSTR-1 and GSTR-3B data.
• OEMup pulls all your sales invoices, purchase invoices, and credit/debit notes to pre-fill the returns.
• Review the data, make any adjustments, and file directly or export for upload to the GST portal.

Reports

Key reports available: Trial Balance, General Ledger, Profit & Loss, Balance Sheet, GST Ledger, and TDS Reports.

👥 HRMS & Payroll

Manage your team from onboarding to payslips. Track attendance, manage leaves, and run payroll — all in one place.

Employee Management

• Add employees at HR → Employees with their personal info, bank details, and department.
• Assign a salary template that defines their earnings (basic, HRA, allowances) and deductions (PF, ESI, PT).
• Set up shift schedules and leave types (CL, SL, PL, etc.).

Attendance

• If you have an ESSL/ZKTeco biometric device, OEMup pulls attendance data automatically.
• Employees can also request attendance regularization if they forgot to punch in.
• View the Attendance Summary to see present, absent, half-day, and leave counts for the month.

Payroll

• Go to HR → Payroll Runs and click "+ New Payroll Run".
• Select the month and department. OEMup calculates salaries based on attendance, leave, and the salary template.
• PF, ESI, PT, and TDS are auto-deducted. Review the numbers, then finalize.
• Generate salary slips as PDF and email them to employees with one click.

❓ Frequently Asked Questions

Can multiple people use OEMup at the same time?

Absolutely. OEMup supports unlimited simultaneous users. Each person has their own login with role-based permissions, so they only see what's relevant to their job.

How do I get help if I'm stuck?

You can contact our support team directly from inside OEMup at Settings → Support. We typically respond within a few hours.

Can I export my data?

Yes. Every list and report in OEMup can be exported to Excel or PDF. You can also export your complete database backup from Settings.

Is there a limit to how much data I can store?

No artificial limits. Store as many customers, items, orders, and invoices as your business needs.