Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
      • Create Invoice
      • Edit Invoice
      • Download Invoice
      • Record Payment for Invoice
      • Add QR Code to Invoice
      • Create Purchase Invoice
      • Create non-GST Bill / Simple bill
    • Inventory
      • Add Product
      • Edit Product
      • Importing Inventory
      • Generate Barcode
    • Services
      • Add Service
      • Edit Service
    • Sales
      • Create Sales Entry
      • Edit Sale
      • Record Payment
      • Create Invoice for Sale
    • Subscriptions
      • Create Subscription Plan
      • Create Subscription
      • Record Payment for Subscription
      • Create Invoice for Subscription
    • Purchases
      • Create Purchase Entry
      • Edit Purchase
      • Record Payment
    • Accounting
      • Balance Sheet
      • Income Summary
    • GST Filing
      • GSTR1 Json data
      • GSTR1 Filing
    • Customer
      • Add Customer
      • Edit Customer
    • Vendor
      • Add Vendor
      • Edit Vendor
    • Manage Expenses
      • Add Expense
    • Manage Assets
      • Add Asset
    • Chartered Accountant
      • Add Accountant to Business
      • Access Client Business Invoices
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
      • 1. Create Subscription Plan for Gym
      • 2. Create Subscription for new gym member
      • 3. Record Payment for Gym Subscription
      • 4. Create Invoice for Gym Subscription
      • Mark Attendance for Gym Member
      • Enquiry Entries for the Gym
    • For Automobile Service Center
      • 1. Basic Setting for Automobile Services
      • 2. Add Stocks for Automobile
      • 3. Create Purchase Entry for Automobile Products
      • 4. Create Sales Entry for Automobile
      • 5. Create Invoice for Automobile Sales
    • For Diagnostic Center
      • 1. Basic Setting for Diagnostic
      • 2. Create Diagnostic Tests Entry
      • 3. Create Sales Entry for Diagnostic
      • 4. Create Invoice for Diagnostic Sales
      • 5. Record Payment for Diagnostic Sales
  • Become Partner
    • For Sales Partner
      • 1. Create Account
      • 2. Send Approval Request
      • 3. How to Refer
      • 4. Track all Referrals
  • Extras
    • Keyboard Shortcuts
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  1. Registration

Basic Setup

In 5 minutes, the basic setup is completed at Veepan.

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Last updated 2 years ago

Good to know: The global ERP market should reach a value of $86.30 Billion by 2027.

Initial Steps to setup

We assume the account is registered and activated. Now, we do some basic setup to start preparing invoices.

Follow the below steps -

  1. Login to your account.

  2. After successful login, it automatically asks to fill in some basic details, such as

    • Industry - Mention which category your business belongs to. E.g. Consultancy, Service, Marketing, Manufacturing, etc. If you can not find your business category here, select Others.

    • Business Name - Enter your Registered Business name.

    • Business GSTIN - Enter your GSTIN / TRN, if any. You can leave it blank if there is no GSTIN.

    • Contact - Enter your contact details like email, phone, etc.

    • Address & State - Enter your Address Area and State, if in India.

Fill in the above details, and your basic setup is done.

These details can be edited later too.

These details can be edited later by going to Menu -> Setting.

The above details in the basic setup will be used to prepare Invoices.

Make sure the details are correct.

And, you can start creating Invoices right now.

Basic Set up for Veepan ERP