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Knowledge
Knowledge
Getting Started 8
Create Your OrvoGo Account
Complete Your Business Profile
Explore the Main Dashboard
Understand the Core Modules
Add Your First Customer & Product
Create Your First Invoice
Invite Your Team
Get Help Anytime
User & Account Management 10
Understanding User Management
Inviting a New User
Understanding User Roles
Setting Permissions for Roles
Editing or Removing a User
Managing Login & Security Settings
Department-Based Access (Optional)
View User Activity & Logs
Temporary Access & Restrictions
FAQs Related to User Management
CRM System 10
Understanding the CRM Dashboard
Adding Your First Lead
Managing Leads in the Pipeline
Assigning Leads to Your Team
Adding Notes, Files & Activities
Creating Deals & Opportunities
Setting Follow-Up Reminders
Importing Leads in Bulk
Filtering & Searching Leads
Automations inside CRM
Accounting & Billing 10
Navigating the Accounting Dashboard
Setting Up Your Accounting Preferences
Creating Your First Invoice
Managing Customers & Vendors
Recording Payments (Incoming & Outgoing)
Expense Management
Generating GST-Ready Reports
Handling Recurring Invoices
Tracking Payment Status
Importing & Exporting Accounting Data
POS System 10
Understanding the POS Dashboard
Setting Up POS for the First Time
Adding a Customer at Checkout
Processing a Sale
Accepting Different Payment Methods
Printing or Downloading Receipts
Managing Cash Register / Shift
Viewing Past Sales & Transactions
Auto Sync with Inventory
Offline Mode Support
HRM (Human Resource Management) 10
HRM Dashboard Overview
Adding Employees to HRM
Managing Attendance
Leave Management
Payroll Generation
Setting Salary Structure
Managing Employee Documents
Departments & Roles
Attendance & Leave Reports
Notifications & Alerts
Project & Task Management 10
Projects Dashboard Overview
Creating Your First Project
Adding & Assigning Tasks
Task Status Tracking
Project Views (List, Kanban & Calendar)
File Sharing & Attachments
Comments & Team Collaboration
Time Tracking (If Enabled)
Project Progress & Reporting
Archiving or Completing a Project
Inventory Management 10
Inventory Dashboard Overview
Adding Your First Product
Managing Categories & Units
Stock In & Stock Out Management
Low-Stock & Out-of-Stock Alerts
Purchase Orders (PO Management)
Barcode Support
Branch-Wise Inventory (if enabled)
Import & Export Inventory Data
Inventory Reports
AI Business Assistant 0
Notification & Automation Settings 0
Integrations & Add-ons 0
Reports & Analytics 0
Settings & Customization 0
Troubleshooting & Fixes 0
Referral Program 0