Help

🚀 Getting Started

Welcome to TARIQ_ERP. Follow these steps to set up your application quickly and correctly.

1️⃣ First-Time Run & Admin Account

The first time you launch the app, you’ll be asked to create your Admin account. This account has full privileges to manage users, settings, and data.

⚠️ Important: Choose a strong password. Weak passwords put your business at risk.

2️⃣ Company Setup

After login, you’ll create or select a Company. Each company has its own books, data, and settings.

  • Set company name, address, GSTIN, and contact details.
  • Choose an Inventory Mode:
    • Simple Inventory → Tracks items and stock quantities.
    • Inventory with Variations → Tracks batches, markas, or product variations.
  • Upload a logo for branding on invoices/reports.

3️⃣ Initial Setup Checklist

Before entering transactions, complete these basics:

  • ➡️ Add Suppliers (your vendors).
  • ➡️ Add Customers (your buyers/clients).
  • ➡️ Add Inventory Items (products you sell/purchase).
  • ➡️ Set opening balances if migrating from another system.

💡 Tip: Setting up masters correctly saves time and ensures accurate reporting.

4️⃣ First Transactions

  1. Create a Purchase Invoice to bring stock in.
  2. Create a Sales Invoice to sell stock to a customer.
  3. Record Payments and Receipts to track cash flow.
  4. Check the Dashboard for updated balances.

5- Voucher Entries

  1. Create a Receipt Voucher to receive an amount (from a customer).
  2. Create a Payment Voucher to pay an amount (to a supplier).
  3. Create an Expense Voucher to record an expense.
  4. Check the Dashboard for updated balances.

You’re now ready to use TARIQ_ERP daily!

🧾 Main Screens & Features

Each screen in TARIQ_ERP is designed for a specific function. Here’s what they do:

📊 Dashboard

Your financial command center. Shows:

  • 💰 Cash Balance
  • 📉 Payables (what you owe)
  • 📈 Receivables (what others owe you)
  • 📦 Inventory Stock Value
  • 📌 Low stock alerts

Includes quick actions for new Sales, Purchase, and Expense vouchers.

🛒 Sales & Purchase

Create professional invoices:

  • Sales Invoice → Decreases stock, records income.
  • Purchase Invoice → Increases stock, records expenses.
  • Returns → Issue debit/credit notes when needed.

💡 Tip: You can print invoices directly from this screen.

📦 Inventory

Complete product catalog with details:

  • Item name, unit, category
  • Purchase & sales price
  • Stock levels (with variations if enabled)

Low stock items are highlighted automatically.

📒 Accounting / Ledgers

Follows a double-entry system:

  • View account ledgers (Cash, Bank, Sales, Purchases, etc.).
  • View party ledgers (per customer/supplier).
  • Every transaction auto-generates journal entries for accuracy.

📑 Vouchers

Create different vouchers:

  • Receipt Voucher → to receive an amount from a customer/client.
  • Payment Voucher → to pay a supplier/vendor.
  • Expense Voucher → to record an expense.

👥 Suppliers & Customers

Manage all business partners:

  • Add/edit supplier and customer details.
  • Linked directly to transactions for smooth billing and reporting.

📑 Reports

Key reports for decision-making:

  • Profit & Loss → Business profitability.
  • Receivables → Who owes you money.
  • Payables → Who you owe money to.
  • Inventory → Current stock and valuation.
  • Trial Balance → Ensure accounts balance.
  • Balance Sheet → Complete financial position.
  • GST Sales Report → For GSTR-1 compliance.

⚙ Settings

Key settings for better control:

  • Company Management → Manage company details.
  • User Management → Create/edit/delete a user (Admin Only).
  • Change Password → Change your current password.
  • Backup Database → Create a backup of your current database.
  • Restore Database → Restore database from a previous backup.

    • ⚠️ Important: The Database Restore is irreversible, kindly double check before proceeding.

  • View audit log → View detailed audit log for all actions wuthin the company.
  • Run Maintenance → Run maintenance for refreshing the database and enhance speed.

💡 Note: Settings are visible according to role of the user.

❓ Help

Key tabs on help screen:

  • Getting Started → Learn how to operate the software.
  • Main Screens → Know about the main screens of the application.
  • Licensing → Learn about the different license types.
  • Administration → Discover the exclusive benefits of the Admin role..
  • Reports → Learn about the usage of different reports.
  • Shortcuts → Learn about the keyboard shortcuts for different actions.
  • Security → Know about the strong practices the application uses for data protection/security.
  • Troubleshooting → Learn about the common issues and frequently asked questions.
  • About → Know about the application, developers, and the app version.

🔑 Licensing & Activation

TARIQ_ERP uses a simple licensing system to ensure fair usage.

🆓 Trial Mode

When you first install the application:

  • You get a 14-day free trial (full features).
  • Remaining trial days are shown in the status bar.
  • No limitations on features during trial.

🛠️ Activation Process

  1. Open Settings → Licensing.
  2. Your unique Machine ID is displayed.
  3. Send this Machine ID to the developer.
  4. You will receive a License Key (permanent for that machine).
  5. Enter the key and click Activate.

✅ Once activated, trial restrictions are removed permanently for that device.

♻️ Renewal

License is a one-time purchase (₹10,000 INR), with an optional yearly renewal (₹500–₹1000) for updates & support.

  • Skipping renewal → App continues working, but you won’t receive updates/support.
  • Renewal keeps you on the latest version with bug fixes & new features.

⚙️ Settings & Administration

The Admin Panel provides complete control over your system.

👤 User Management & Roles

  • Admin → Full access (create, edit, delete, manage settings).
  • Manager → Create/edit/delete transactions but limited settings access.
  • Clerk → Can create transactions only.
  • Viewer → Read-only access to reports & ledgers.

💾 Backup & Restore

  • Backup → Creates a safe copy of your database using SQLite’s Online Backup API.
  • Restore → Replaces current database with a backup.

    ⚠️ Warning: Restoring permanently overwrites existing data. Always double-check the backup file before restoring.

🧹 Database Maintenance

Runs VACUUM and ANALYZE to:

  • Reduce database size
  • Optimize performance
  • Refresh indexes and query planner stats

Recommendation: Run this once a month or after large imports/deletions.

📝 Audit Trail

Every critical action (login, invoice, delete, restore) is logged in the Audit Log, viewable only by Admins.

📊 Reports & Analytics

TARIQ_ERP includes essential business reports. Each report supports viewing, printing, and exporting (PDF/Excel).

  • 📈 Profit & Loss → Business performance over a selected period.
  • 📊 Balance Sheet → Snapshot of assets, liabilities, and equity.
  • 💳 Receivables → Who owes you money, with due dates.
  • 💵 Payables → Who you owe money to, with aging analysis.
  • 📦 Inventory Report → Stock on hand, valuation, and low-stock alerts.
  • ⚖️ Trial Balance → Ensures books are balanced (Debits = Credits).
  • 🧾 GST Sales Report → GSTR-1 style compliance report for tax filing.

🔒 Security & Data Protection

🔑 Password Storage

Passwords are hashed using PBKDF2-HMAC-SHA256 with unique salts and high iterations. This ensures even if the database is stolen, raw passwords cannot be recovered.

🛡️ Data Privacy

TARIQ_ERP is an offline-first application. All data is stored locally on your machine in tariq_erp.db. No data is transmitted over the internet.

💾 Backup Best Practices

  • Always maintain at least 2 recent backups.
  • Keep one backup offsite (USB drive, secure cloud).
  • Schedule backups weekly for safety.
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