Getting Started — Sign Up, Login & Dashboard

This chapter walks you through your first interaction with Udyamo ERP Lite: accessing the application, signing up for an account, logging in, and navigating the dashboard. By the end of this chapter, you will know how to move around the system confidently and understand what information is available at a glance.

What You Will Learn

• How to access the Udyamo ERP Lite application
• How to sign up for a new account and log in
• What the dashboard shows and how to read each tab
• How to navigate the application using the sidebar menu
• How to manage your profile settings

Prerequisites

• Udyamo ERP Lite must be deployed and accessible via a web browser. See Chapter 3: Introducing Udyamo ERP Lite for system requirements and deployment options.
• A modern web browser (Chrome, Firefox, Safari, or Edge).
• Your organization's Udyamo URL (provided by your administrator).

Accessing the Application

Udyamo ERP Lite is a web application. There is no software to download or install on your computer. Open your web browser and navigate to the URL where your organization's instance is hosted. This might be a custom domain (e.g., erp.yourcompany.com) or a cloud-hosted address provided during setup.

Signing Up

If your organization has just deployed Udyamo ERP Lite for the first time, the first user will need to create an account. Subsequent users are typically created by an administrator.

Step-by-step: Creating your first account

1. Navigate to the application URL in your browser.
2. On the login page, click the Sign Up link.
3. Enter the following information:
   • Email address — Use your business email. This will be your login identifier.
   • Password — Choose a strong password (minimum 8 characters, including at least one uppercase letter, one number, and one special character).
   • Password confirmation — Re-enter the same password.
4. Click Sign Up to create your account.
5. You will be redirected to the setup wizard (covered in Chapter 5) if this is a fresh installation, or to the dashboard if the organization is already configured.

Tip: The first user to sign up on a fresh installation automatically becomes the organization administrator. This user has full access to all modules and settings. Choose this person carefully — it should be someone responsible for the overall system configuration.

Required: A valid email address is mandatory. If email delivery is configured on the server, you may receive a confirmation email that must be verified before you can log in.

Logging In

For returning users, the login process is straightforward.

Step-by-step: Logging in

1. Navigate to the application URL.
2. Enter your email address and password.
3. Click Log In.
4. If your credentials are correct, you will be redirected to the dashboard.

If you have forgotten your password, click the Forgot your password? link on the login page. Enter your email address, and the system will send a password reset link (provided email delivery is configured).

Warning: After multiple failed login attempts, your account may be temporarily locked for security purposes. If this happens, wait a few minutes before trying again or contact your administrator.

The Dashboard

The dashboard is the first screen you see after logging in. It provides a real-time overview of your organization's key metrics across four tabs: Financial, Inventory, Manufacturing, and Sales. The tabs that appear depend on which modules are enabled for your organization.

Financial Tab

The Financial tab presents a summary of your organization's financial health.

This tab gives the business owner or finance manager an immediate sense of cash flow and financial position without needing to open detailed reports.

Inventory Tab

The Inventory tab shows the current state of your stock.

Low stock alerts are particularly valuable for manufacturing operations. If a critical raw material runs low, production orders may be delayed. This tab surfaces that risk before it becomes a problem.

Manufacturing Tab

The Manufacturing tab focuses on production activity.

For a factory manager, these two numbers define the day. Active production orders indicate workload. Pending inspections indicate potential bottlenecks — finished goods cannot be dispatched until they pass inspection.

Sales Tab

The Sales tab summarizes commercial activity.

Tip: Make the dashboard your starting point each day. A quick glance at all four tabs — Financial, Inventory, Manufacturing, Sales — takes less than a minute and gives you a complete picture of where the business stands right now.

Navigation: The Sidebar Menu

The primary navigation in Udyamo ERP Lite is a sidebar menu on the left side of the screen. The sidebar organizes all modules and their sub-sections into a clear hierarchy.

The sidebar structure follows the module organization:

The sidebar items visible to each user depend on their assigned role. A shop floor supervisor will see Manufacturing and Inventory sections. An accountant will see Accounting, Tax, and possibly Sales and Purchases. An administrator sees everything.

Tip: Learn the sidebar structure early. Knowing where each function lives will save you time as you work with the system daily. The hierarchy mirrors the natural flow of business operations: manufacturing produces goods, inventory tracks them, sales sells them, purchases procures materials, and accounting records everything financially.

Profile Settings

Every user can access their profile settings to manage personal account details.

Step-by-step: Accessing and updating your profile

1. Click on your name or avatar in the top-right corner of the screen.
2. Select Profile from the dropdown menu.
3. On the profile page, you can:
   • Update your name as it appears in the system.
   • Change your email address (may require re-verification).
   • Change your password (you must enter your current password for confirmation).
4. Click Save to apply changes.

Required: Changing your password requires entering your current password. If you have forgotten your current password, use the password reset flow from the login page instead.

First Login Walkthrough

Here is a consolidated walkthrough for your very first session with Udyamo ERP Lite:

1. Open your browser and navigate to the application URL.
2. Sign up with your business email and a strong password.
3. Complete the setup wizard if prompted (see Chapter 5 for full details).
4. Arrive at the dashboard. Review each tab — Financial, Inventory, Manufacturing, Sales.
5. Explore the sidebar. Click through each section to familiarize yourself with the module structure. You do not need to enter any data yet; simply note what is available.
6. Check your profile settings. Verify your name and email are correct.
7. Log out by clicking your name in the top-right corner and selecting Log Out. Then log back in to confirm your credentials work.

This entire process should take no more than 10 to 15 minutes. Once complete, you are ready to proceed with first-time organization setup.

Tips & Best Practices

Tip: Bookmark the application URL in your browser for quick access. If you use the system daily — and you should — having it one click away removes friction.

Tip: If you are the administrator, create user accounts for your team before they need to start using the system. Pre-configure roles so that each person sees only the modules relevant to their job. This reduces confusion during onboarding.

Warning: Do not share login credentials between users. Each person should have their own account. Shared accounts undermine the audit trail — if a problem occurs, you will not be able to determine who performed the action.

Quick Reference