Basic Setup

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

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

Basic Set up for Veepan ERP

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.

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