How can I go ahead with the basic setup or Company Profile Setup of my new Company account with BORG Desk ERP Workplace?
Step-by-Step Guide to Basic Setup of a New Registered Account in Borg Desk ERP
After registering a new account in Borg Desk ERP, you need to configure the essential settings to start using the system smoothly. Follow these steps for a seamless setup.
Step 1: Login & Access Dashboard
1️⃣ Open Website www.borgerp.com
2️⃣Log in using your registered email & password.
3️⃣You will be directed to the Borg Desk Dashboard.
Step 2: Configure Company Profile & Settings
1️⃣ Navigate to Settings on Top Right > Profile Management.
2️⃣ Fill in essential company details Like-
✔Business Name
✔Contact Person Name & Mobile
✔Billing Address & Contact Info
✔GSTIN / PAN (if applicable)
✔Logo Upload for Invoice Branding
3️⃣ Save the details.
Step 3: Set Up User Roles & Permissions
1️⃣ Go to Settings on Top Right > Users --> User Management.
2️⃣ Add team members & assign roles (User / Admin).
3️⃣ Define access levels based on modules needs.
4️⃣ Set access previlege inside a module for any user
Step 4: Add / upload Customer Database with valid Format in Excel CSV
1️⃣ Go to Settings on Top Right (Gear Icon) > Customers --> Manage Customers
2️⃣ Click on Plus(+) Sign on right top to add one by one or click on upward arrow for Bulk Import.
3️⃣ Check if you want to start with stanadrd fields in form or 15+ more custom fields can be added if required for business.
4️⃣ Fill the details & submit form or upload in bulk.
Click to know amore all about importing Customer Data
Step 5: Add / upload Service Master Database with valid Format in Excel CSV
1️⃣ Go to Settings on Top Right (Gear Icon) > Services --> Manage Customers
2️⃣ Click on Plus(+) Sign on right top to add one by one or click on upward arrow for Bulk Import.
3️⃣ Fill the form with other details like service category, Service Name, GST%, SAC & Price etc.
4️⃣ Fill the details & submit form or upload in bulk.
Click to know moew to prepareservice master
Click to Guide In User Management | Define User Privilege | How to Create Departments
Ready to Use!
Once the basic setup is completed, your business is ready to leverage Borg Desk ERP for seamless operations!
Need Further Help? Let us know if you need a demo or additional customization guidance.
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