How can I go ahead with the basic setup of my new account with BORG?
Borg Suite guides you step by step to complete the basic setup process within the Admin dashboard. This allows you to proceed using the different functionalities offered by the suite. Here's what you can do:
- Update/manage your profile information.
- Manage your customers and vendors.
- Manage any services you offer (if applicable).
- View Team Structure
- Manage your customers and vendors.
- Manage your Distributors.
- Manage your Vendors.
- Configure notification and alert settings.
Login to your BORG Account easily by following these steps ➖
Step 1 ➖ Visit Our website https://borgerp.com/ and you will see the following window ➖
Step 2 ➖ Click on the login button as shown in the image.
Step 3 ➖ After clicking on login button you will see the following window ➖
Step 4➖ Fill the User ID and Password which was given by BORG Team and click on the Sign In button as shown in the image.
Step 5 ➖ After filling correct details you will be redirected to BORG Suite Erp’s Admin Dashboard, and the admin dashboard is look like the following image ➖
This is the BORG Suite ERP Admin Dashboard. Here, you can see All the modules of BORG Suite ERP. The dashboard also displays options for:
- Total Number of Customers
- Total Receivable Payment
- Total Leads Converted
- Total Number of Opened Tickets
Step 6 ➖ Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.
Q 1➖ How to Update or Manage your Business Profile?
Update or manage your business profile easily by following these steps ➖
Step 1 ➖ Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. From the pop-up, select "Profile Management." This will open a form where you can Manage or Update your business profile information.
Step 2 ➖ Update and Manage Your Desired Information ➖
Personal Information: Name, Designation, Date of Birth, Email, and Contact Number
Company Information: Company Name, User ID, Contact Number, Email ID, Password, State Code, GSTIN, PAN No., Company Type, Creation Date, License Key, Expired Date, and Billing Address
Once you've filled in the information:
- Click Update to save your changes.
- Click Reset to clear any changes you've made and start over.
- Click Cancel if you don't want to update your profile at this time.
Profile Photo:
- Click Choose File and select your desired profile image from your computer.
- Click Update to save the changes and upload your photo.
- Click Reset if you don't want to update your profile at this time.
Another Way to Manage and Update Your Business Profile from Admin Dashboard ➖
Step 1 ➖ Click the Profile icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage and Update your Business Profile directly from here. Simply click the "Profile" icon to access All the Profile Management Features.
Sign Out your Business Profile easily by following this Steps ➖
Step 1➖ Click the Profile icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Simply Click on the Sign Out Button to Log Out Your Business Profile .
Step 2 ➖ Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Log Out button to Simply Logout from your Business Profile.
Q 2➖How to Manage your Services with SAC from Admin Dashboard?
Manage Your Service with SAC easily by following these steps ➖
Step 1 ➖ First Login to BORG Suite ERP.
Step 2 ➖ Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Mange Service Option.
Step 3➖ Clicking on Manage Services opens a new page where you can view a list of all your services.
Step 4➖ Click on '+' button to create a New service.
Step 5➖ Clicking the "+" button opens a pop-up window titled "Add New Service." Fill out the form with your service details and click "Add Service" to create the new service. To clear the form and start over, click "Reset."
Step 6➖ If you can't find the appropriate category for your service in the "Select Any Category" dropdown, click the "+" button to add a new category. This will allow you to create a custom category that better reflects your service offering.
Step 7➖ Fill out the form with your service details and click "Add Service" to create the new service. To clear the form and start over, click "Reset."
Step 8➖To edit an existing service, click the Pencil icon next to the desired service in the action menu.
Step 9➖ Clicking the Pencil icon opens a form allowing you to edit the details of the selected service. Once finished, click "Update Service" to save your changes. To clear your edits and start over, click "Reset."
Step 10➖If you want to delete any service click on the trash bin icon from the Action Menu to delete the service.
Step 11➖ Clicking the trash bin icon shows a confirmation message. To delete the service, click "Yes." Otherwise, click "Cancel" to cancel the deletion.
Another Way to Manage and Add Services from Admin Dashboard ➖
Step 1➖ Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Services directly from here. Simply click the "Services'' icon to access Service Management Features.
Step 2➖ Manage your Services directly from the Dashboard. Simply click the "Services" icon to access Service Management Features.
Q 3➖ How to Manage Customer from Admin Dashboard?
Manage Customer easily by following these steps ➖
Step 1➖ First Login to BORG Suite ERP.
Step 2➖ Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Mange Customer Option.
Step 3➖ Clicking on Manage Customer opens a new page where you can view a list of all Customers.
Step 4➖ Click the '+' button to add a new customer. This will open a form where you can enter their details.
Step 5➖ Fill the details of the Add Customer Form and click on Add Customer to add New Customer.
Step 6➖ Clicking the "+" button allows you to add another shipping address field.
Step 7➖ Click the 'Download (Blue Button)' button in the top right corner to download your customer data.
Step 8➖ Click the “Eye Icon” from the Action Menu to see detailed information about the customer.
Step 9➖ Clicking the 'View Details' icon opens a Pop-up window displaying the Customer's details.
Step 10➖ Click the pencil icon next to the customer in the Action Menu to Update their details.
Step 11 ➖Clicking the pencil icon opens a form to edit the customer's details. Update the information you need and click "Update Customer" to confirm the changes.
Step 12 ➖To add a log for an existing customer, click the "Notes" icon (or "Log" icon) in the Action Menu next to the customer's details.
Step 13 ➖Click 'Notes Icon' to open the form and add a customer note. Then, click 'Submit' to save the log.
Step 14 ➖If you want to delete any Customer Detail click on the trash bin icon from the Action Menu to delete the Customer Detail which is next to the customer's details.
Step 15 ➖Clicking the trash bin icon shows a confirmation message. To delete the Customer Detail, click "Yes." Otherwise, click "Cancel" to cancel the deletion.
Q 4➖How to Upload Customers Details In Bulk from Admin Dashboard?
Upload Customers Details in Bulk easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Mange Customer Option.
Step 3 ➖Click on the “Yellow Button ” which is on the left top side as shown in the below image ➖
Step 4 ➖Clicking the Yellow button will open a new pop-up window ,as shown in the image below ➖
Step 5 ➖If you don't have a CSV file, click the button named "Click here to download the CSV File."
Step 6➖ Download the sample CSV file, fill in all the details which are in the CSV File, and then upload the completed CSV file. Here's an example of what the sample CSV file looks like ➖
Step 7 ➖If you already have a CSV file, click "Choose File" and upload it and if you want to reset the file click on “Reset” as shown in the below image ➖
Another Way to Manage and Add Customer from Admin Dashboard ➖
Step 1 ➖ Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Customerdirectly from here. Simply click the "Customer icon to access Customer management features.
Step 2 ➖ Manage your Customers directly from the Dashboard. Simply click the "Customer" icon to access Customer management features.
Q 5➖How to See the User Licence Information from Admin Dashboard?
See the User Licence Information easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the User Licence Info.
Step 3 ➖Clicking on User License Info opens a table where you can view all user license details, including ➖
- Start Date of License
- License Key
- Expiry Date of License
- License Status (Used/Unused)
- License Expiry Status (Expired/Live)
Step 3 ➖Click the "Employee License Info" button to view a table with details about each employee's license, including:
- Start Date
- License Key
- Expiry Date
- Status (Used/Unused)
- Expiry Status (Expired/Live)
Step 4 ➖This table also provides summaries of User/Distributor Accounts and License Transactions.
Q 6➖How to Manage and Add User from Admin Dashboard?
Manage and Add User easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the User Management.
Step 3 ➖Clicking on User Management opens a new page where you can view a list of all the User.
Step 4 ➖Click on the Add User button to Add a New User of BORG ERP.
Step 5 ➖Clicking "Add User" opens a form to create a New user account for Borg Suite ERP. Fill in all the required details and click "Submit" to save the new user. If you need to clear the form and start over, click "Reset".
Click the "License List" dropdown to view available licenses. Select a license from the list and assign it to the user.
If the department you need isn't available in the list, click the "+" button to open a new form for adding departments. Fill the details of the form and click on the Submit button to Add the New Department in the list.
Q 7➖How to Update User Information from Admin Dashboard?
Update User Information easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the User Management.
Step 3 ➖Clicking on User Management opens a new page where you can view a list of all the User.
Step 4 ➖Click the pencil icon next to the User in the Action Menu to Update their details.
Step 5 ➖Clicking the pencil icon opens a form to edit the User’s details. Update the information you need and click "Update User" to confirm the changes.To clear the entered information, click the "Reset" button.
Another Way to Manage and Add Users from Admin Dashboard ➖
Step 1➖Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Users directly from here. Simply click the "Users'' icon to access user management features.
Step 2➖ Manage your Users directly from the Dashboard. Simply click the "Users" icon to access user management features.
Q 8➖How to Set User Permission from Admin Dashboard?
Set User Permission easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the User Management.
Step 3 ➖Clicking on User Management opens a new page where you can view a list of all the User.
Step 4 ➖Click the Lock icon next to the User in the Action Menu to Set User Permission.
Step 5 ➖Clicking the Lock icon opens a new page for Managing User Permissions. This page allows you to Set permissions module-wise for Borg Suite ERP.
Step 6 ➖ Check the Specific Permissions you want to assign to the user. Alternatively, you can check "Select All" to grant all available permissions to the user. Click "Update" to save the permission changes for the user.
Step 7 ➖Deselect any permissions and click on Update to remove the Permission you don't want the user to have.
Q 9➖How to Set User Privilege from Admin Dashboard?
Set User Privilege easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Set User Privilege.
Step 3 ➖Clicking "Set User Privileges" opens a page that displays a list of all users and their current Module access. Here, you can manage user permissions by assigning access to various modules, including:
- Module Access
- Service Desk
- Marketing and Sales
- Manage Admin Rights
Step 4 ➖Assign Module Permissions to users by:
- Selecting the checkboxes next to each user for the desired modules to grant permission.
- Unchecking the checkboxes next to each user for modules to remove permission, and
- Click "Update" to save the changes.
If you want to Grant Administrative rights to a User, follow these steps ➖
Step 1 ➖Clicking the "Admin Right" button on the User Privileges page opens a list of users with administrative rights.
Step 2 ➖Manage Admin Rights to users by:
- Selecting the checkboxes next to each user for the desired modules to grant permission.
- Unchecking the checkboxes next to each user for modules to remove permission, and
- Click "Update" to save the changes.
Q 10➖How to Manage and Add Distributor from Admin Dashboard?
Manage and Add Distributor easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Distributor.
Step 3 ➖Clicking on Manage Distributor opens a new page where you can view a list of all the Distributors.
Easily “Add a New Distributor” by following these steps ➖
Step 1 ➖Clicking the "Add Distributor" button from the Distributor Management Page initiates the process of Adding a New Distributor.
Step 2 ➖Clicking the "Add Distributor" button opens a Form for adding a New Distributor. Fill in all the information and click "Submit" to Add the New Distributor. You can also click "Reset" to Clear the form and Start over.
Q 11➖How to Update Distributor Details from Admin Dashboard?
Update Distributor Details easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Distributor.
Step 3 ➖Clicking on Manage Distributor opens a new page where you can view a list of all the Distributors.
Step 4 ➖Click the Pencil Icon next to the Distributor in the Action Menu to Update Distributor details.
Step 5 ➖Clicking the Pencil Icon opens a Form to Edit the Distributor’s Details. Update the information you need and click "Update Distributor" to confirm the changes.To clear the entered information, click the "Reset" button.
Another Way to Manage User Privilege from Admin Dashboard ➖
Step 1➖Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your User Privilege directly from here. Simply click the "User Privilege'' icon to access User Privilege Management features.
Step 2➖ Manage your User Privilege directly from the Dashboard. Simply click the "User Privilege" icon to access user management features.
Another Way to Manage and Add Distributor from Admin Dashboard ➖
Step 1➖ Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Distributors directly from here. Simply click the "Distributors'' icon to access Distributor Management features.
Step 2➖ Manage your Distributors directly from the Dashboard. Simply click the "Distributors" icon to access Distributor Management Features.
Q 12➖How to Add & Manage Vendors from Admin Dashboard?
Manage and Add Vendors easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Vendors.
Step 3 ➖Clicking on Manage Vendors opens a new page where you can view a list of all the Vendors.
Easily “Add a New Vendor” by following these steps ➖
Step 1 ➖Clicking the "+ button" from the Vendor Management Page initiates the process of Adding a New Vendor.
Step 2 ➖Clicking the "+ Button" opens a Pop-Up window for adding a New Vendor. Fill in all the information and click "Submit" to Add the New Vendor. You can also click "Reset" to Clear the form and Start over.
Q 13➖How to Update and Delete Vendor Details from Admin Dashboard?
Update Vendor Details easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Vendors.
Step 3 ➖Clicking on Manage Vendor opens a new page where you can view a list of all the Vendors.
Step 4 ➖Click the Pencil Icon next to the Distributor in the Action Menu to Update Vendor details.
Step 5 ➖Clicking the Pencil Icon opens a Form to Edit the Vendor Details. Update the information you need and click "Update Vendor" to confirm the changes.
“Delete Vendor Details” easily by following these steps ➖
Step 1➖ Click on the trash bin icon from the Action Menu to delete the Vendor Detail which is next to the Vendor Detail.
Step 2 ➖Clicking the trash bin icon shows a confirmation message. To delete the Vendor Detail, click "Yes." Otherwise, click "Cancel" to cancel the deletion.
Q 14➖How to Upload Vendor Details In Bulk & Download the Vendor Details from Admin Dashboard?
Upload Vendor Details in Bulk easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Vendor Option.
Step 3 ➖Click on the “Yellow Button ” which is on the left top side as shown in the below image ➖
Step 4 ➖Clicking the Yellow button will open a new pop-up window ,as shown in the image below ➖
Step 5 ➖If you don't have a CSV file, click the button named "Click here to download the CSV File."
Step 6➖ Download the sample CSV file, fill in all the details which are in the CSV File, and then upload the completed CSV file. Here's an example of what the sample CSV file looks like ➖
Step 7 ➖If you already have a CSV file, click "Choose File" and upload it and if you want to reset the file click on “Reset” as shown in the below image ➖
“Download Vendor Details” easily by following these step ➖
Step 1 ➖Click the 'Download (Blue Button)' button in the top right corner to download your customer data.
Another Way to Manage and Add Vendors from Admin Dashboard ➖
Step 1➖ Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window. Manage your Vendor directly from here. Simply click the "Vendors" icon to access Vendor Management Features.
Step 2➖ Manage your Vendors directly from the Dashboard. Simply click the "Vendor" icon to access Vendor Management Features.
Q 15➖How to Set departments from Admin Dashboard?
Set Departments easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Set Department.
Step 3 ➖Clicking on Set Department opens a new page where you can Set Departments.
Step 4 ➖Select a department from the "Select Department" dropdown.
Step 5 ➖Choose a department from the "New Department" dropdown for a User to Receive Tickets Directly from the Service Desk or Support Desk.
Step 6➖Click on the Submit button to Save the Changes.
Step 7 ➖To add a new department:
- Click the "+" button at the bottom of the department list.
- Fill in the details for the new department.
- Click "Submit" to save the department.
Step 8 ➖To remove a department:
- Click the "-" button next to the department name.
- Click "Submit" to confirm the removal.
Another Way to Manage and Add Vendors from Admin Dashboard ➖
Step 1 ➖ Set Department directly from the Dashboard. Simply click the "Department" icon to access Department Management Features.
Q 16➖How to Add and Delete Branch Master from Admin Dashboard?
Add Branch Master easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Branch Master.
Step 3 ➖Clicking on Branch Masters opens a new page where you can the List of All your Branches.
Step 4 ➖Click on the "+" button to create a new branch.
Step 5 ➖Clicking on the "+" button opens a new pop-up window for adding a branch. Fill out the details in the form and click "Submit" to create the branch. To clear the form and start over, click "Reset."
“Delete Branch Master” easily by following these steps ➖
Step 1 ➖ Click on the trash bin icon from the Action Menu to delete the Vendor Detail which is next to the Branch Details.
Q 17➖How to Change the theme of BORG Suite Erp from Admin Dashboard?
Change Theme easily by following these steps ➖
Step 1 ➖First Login to BORG Suite ERP.
Step 2 ➖Clicking the Settings icon opens a pop-up menu where you can find the Theme Setting option.
Step 3 ➖Clicking the Theme Setting opens a window where you can Choose from All the available themes. Select the theme you want and click the "Set Theme" button to apply it.
Step 6: Go to Module Settings
Module Setting is one of important features of the BORG Suite which facilitates custom activation & deactivation of various type of SMS & Email Alerts pertaining to each module separately as required by your business. Module Setting is available in the Admin Setup dashboard of the Borg Account. Login to Borg Suite------> Click on side menu “Module Settings” --------- > 5 horizontal menu on middle top stating from “marketing & Sales” ------------ > Click on respective module setting ---------- > Activate or deactivate settings ------- > Click on “update” to submit the changes. Example for Account & finance settings as shown below-
Another Example of Settings - Sales & Marketing as shown below-
Above All options would make you comfortable to go ahead further with other specific modules. Borg Suite has listed 100+ possible FAQ in this knowledge base for your great learning & understanding all about Borg Suite Applications.
If still any assistance is required to setup your account or knowledge sharing about entire application, Borg Offers both online Assistance & on-site training session for its customers.
For Online Assistance or on-site training sessions, Pls contact to our nearest Borg Suite Partners or Mail us at "[email protected]" .
Pls be noted that online knowledge transfer or assistance is completely free.