Tatva ERP
Guides

Documentation

Choose a guide below to learn how to use Tatva ERP for your role—from getting started to admin, procurement, site operations, and accounts.

Getting Started Guide
Learn the basics: sign up, log in, navigate the dashboard, and understand your first workflow from request to purchase order.
  • Sign up and log in
  • Navigate the dashboard
  • First request to PO workflow
Admin Guide
Manage users, roles, invites, vendor contacts, sites, categories, bank accounts, and system-wide settings.
  • Users and roles
  • Vendor contacts & sites
  • Categories and bank accounts
Procurement Guide
End-to-end procurement: material requests, RFQs, quotes, purchase orders, approvals, and vendor management.
  • Material requests & RFQs
  • Compare quotes and create POs
  • Approvals and vendor management
Site Engineer Guide
Site-level operations: allotment notes, site GRNs, receipts, and material tracking for your assigned sites.
  • Allotment notes
  • Site GRNs and receipts
  • Material tracking per site
Accounts Guide
Invoices, payment approval, NEFT receipts, bank accounts, ledgers, and accounting workflows.
  • Invoices and payment approval
  • NEFT receipts and bank accounts
  • Ledgers and accounting
Flow Diagram
End-to-end flow from Material Request to payment: MR → RFQ → PO → Delivery → GRN → Invoice → NEFT.
  • MR to PO flow
  • Delivery and GRN
  • Invoice and payment