# SmartOne ERP - User Guide

## Getting Started
Welcome to SmartOne ERP. This guide covers the essential workflows to get you started.

## 1. CRM & Customers
- **Adding a Customer**: Go to `Customers -> New Customer`. Provide contact details and optional initial balance.
- **Portal Invitation**: On the customer profile, click "Send Portal Invite" to give the client a secure, passwordless link to view their invoices and tickets.

## 2. Invoicing Workflow
- **Creating a Sales Invoice**:
    1. Go to `Sales Invoices -> New Invoice`.
    2. Select the Customer and add items.
    3. Choose payment type (Full, Partial, or Unpaid).
    4. If Partial/Full, select the Safe (Treasury) where the money will be deposited.
- **Tax Invoices**: Check the "Tax Invoice" box if you need to include VAT in the totals and generate a compliant layout.

## 3. HR & Payroll
- **Staff Attendance**: Staff can be checked in daily via the `Attendance` module.
- **Monthly Payroll**:
    1. Go to `Payroll -> Generate Payroll`.
    2. Select the month.
    3. The system calculates basic salaries.
    4. Add bonuses or deductions manually.
    5. Approve and Mark as Paid from a safe.

## 4. Expenses & Purchases
- **General Expenses**: Track daily operational costs (Rent, Electricity) via `General Expenses`.
- **Purchase Bills**: Record invoices received from suppliers.

## 5. Reports & Analytics
- Use the `Reporting Hub` to view overall P/L, Cash Flow, and VAT returns.
- Reports can be filtered by date range and printed as A4 PDFs.
