Borg Desk ERP provides an advanced Inventory & Order Management module to help businesses track stock levels, manage product masters, Balance Stock, Track Lock Stock, Reporting system, and automate order processing efficiently. Here’s a step-by-step guide to setting it up

Step 1: Configure Inventory Settings

1. ✔Login to Borg Desk ERP and navigate to Inventory Module under module Listing on right top & the again TOOL Icon on top right in the header.

2. ✔Prepare Custom Product Form : Customosed product Form as per your business requirement.  Click here for creating custom product form fields

3. ✔Set Stock Thresholds (MSQ & MOQ): Configure minimum and maximum stock levels for each product to automate reordering. This is part of Product Master & has to be there in product master. How to set MOQ & MSQ

4. ✔Define Inventory Locations: Add warehouses, branches, or storage locations. Click here for craeting Warehoue settings

5. ✔Product Pricing Type:  Two optios there to select Without GST Product Price or With GST Product Price

6. ✔Vehicle Entry at Multiple Location in a Day:  Select yes if same vehicle is allowed at two or more warehouse locations othewise keep it No

7. ✔Enable Stock Out if Balance<=0 :   Select Yes if Billing is allowed if stock is Zero or less the order quantity

8. ✔Check customer/distributor credit limit : Select YES if customer credit limit is to be made applicable otherwise keep it NO. Bydefault it's set to NO

9. ✔Custom Order Status :  This option is allowed to set custom order status as per business requirement. This also set to enable notification on order change status.

Click for Detailed Inventory Module Settings in Borg Desk ERP

Step 2: Add Products & Categories (Import / Migrate Product Master Data)

✔Go to Product Master and click "Add New Product."

✔Fill Product Details: Borg Desk ERP facilitates more than 30+ form fields to set your product form in details to mention all product attribues as per requirement of your business. There are few exapmles given below for understanding-

    ✅ Product Name,
    ✅HSN Code, MOQ,
    ✅MSQ along with other attibutes
    ✅Category & Sub-category
    ✅Unit of Measurement (e.g., pieces, kg, liters)
    ✅Maximum Retail Price(MRP), Minimum Selling price(MSP), Dealer Price (DP) & Purchase Price etc.

✔Set Reorder Levels: Define minimum stock levels to trigger automatic purchase orders ( MSQ-Minimum Shortage Quantity)

✔Upload Images & Attach Documents (if needed).

✔Save & Repeat for all products.

    KNow more How to add Products   |   How to upload Products in Bulk  |   Know more how to update Product attributes

Upload (Import) in Bulk at one Go :   Borg Desk also facilitates to import all products in bulk in the product master. 

1.  1️⃣ Click on upward arrow, One pop-up window will be opned having 2 options to browse files to uplaod & another one to downlaod sample file to prepare product list in the excel file in the downloaded format.  Pls keep in mind "Do not change or modifiy downloaded sample including displacement of column or sequesnce of column.
2.  2️⃣ Make sure desired format of product form format ( Incliding all attributes of product ) is set as explain above before downlaoding sample from here for bulk upload. If all product fields are not set before downlaoding, Whole excercise has to be done again so to avoid this excessive efforts, Pls set product form format first.
3.  3️⃣Once Product are updated in the downlaoded sample format, Agin click on upward arrow buttom on top right to bring the same pop-up window to use browse the same prepared file  to pick from your computer.
4.  4️⃣Now click on uplaod file, IT will dispaly message to show successfully upload

Click to know more how to uplaod products in bulk

Step 3: Setup Suppliers & Vendors (Import / Migrate Vendor/Supplier Master Data)

Supplier Master is very important to move ahead. It has a very standard form including all important information.
—>  Either can be added one by one if in lesser numbers or can be uploaded in bulk.
—-> For bulk upload, the same process has to be repeated. Export sample file from export icon & fill all the details to upload in bulk.
—-> Pls make sure, duplicate information is not permitted.

1️⃣ Navigate to Supplier/Vendor on setting icon (Gear Icon on top right) and click "Add New Vendor."
2️⃣ Enter supplier details like:   Clcik to know more to add vendor in borg desk     |      How to update existing vendor details

• Supplier Name & Contact Information

• GST & Tax Details (if applicable)

• Contact person details & other contact details
  3️⃣ Upload in Bulk using excel / CSV Sheet.   Click to know how to uplaod / import vendor details in bulk

Step 4: Setup Customer / Buyer / Client (Import / Migrate Buyer / Client Data)

Buyer / Client Master is also very important to move ahead. It has a very standard & customizable form including all important information.
—--> Set form right with required fields as it also allows you to add or remove some fields in the form along with fix fields.
—->-Either can be added one by one if in lesser numbers or can be uploaded in bulk.
—-> Visit settings to be set like whether duplicates would be allowed or not. The same would be applicable while uploading in bulk. For example- If duplicate contact is not allowed, It won’t get uploaded / imported in bulk too. 
Click to know more about New Customer addition in Borg Desk
 Click to know more about New Customer in BULK in Borg Desk
Click to know how to update / edit customer details 

Step 5: Distributor Management ( If Applicable )

Unlike a customer account, a distributor's account is just like a user account & has to be bought license to activate their account in the borg ERP.
—-> It needs basic information from the dealer or distributor for creation of an account.
—--> Distributor can see availability of stock in the respective locations if permission is given
—---> Distributors can place an order from their dashboard provided by the company. Pls note, distributor account needs to be activated / created by using user license to provide dashboard to them. 
If company does not want to buy license for distributor so customer can add distributor as a customer ( In this case 
—---> Distributor can receive mail, SMS & Whatsapp whichever is applicable, details of current status of order automatically on changing / updating of Order status by respective team member.
—--> Distributor account dashboard is a full fledged CRM for dealer / distributor. They can manage inventory, GST Invoicing, stock, order management & tracking. 
—---> Order can also be placed by admin  or any other user whom permission is given in or outside of the office or by sales person just like it’s being done by distributors

How to Add New Distributor / Manage / View Listing ?        

Step 6: Stock In (Upadte Opening Balance)

This is a listing of all product stock available with product details-

• —--> First at the time of onboarding, It can be updated One by One Stock the opening stock file has to be prepared as per given format to upload / import in bulk the system.
• —---> Once uploaded, It may automatically get updated when purchase to be made in the BORG & product gets deducted automatically when sale happens      (Sales Invoice prepared)
• —---> And alternatively, Stock can be added from Stock-IN option & can get deducted from the Stock-OUT option.
• —----> Another option to take product out is a project. When products are being added into project site or site godown then Borg make it deducted from ERP
• → Borg Allows unlimited number of Price Lists which allows our customers to set some discounted or non-discounted price to get applied for a customer or distributors. 
• —-> This also allows setting the type of price for a customer to pick automatically with a pre-set discount (If any discount) at the time of billing to allow them to remember pricing structure of clients / distributors.
• —>  It allows a set pricing control mechanism for the team to bill & discount at the time of billing. 

Step 7: Enable / Disable Credit Limit of Customers / Distributors 

Credit limit plays a very important role to set maximum credit ( In INR) for a customer or distributor to allow billing. If Billing amount reached equal to total credit amount set for a customer / distributor. The system won’t allow the same. 
—--> If we do not want to apply credit limit for a customer or distributor, that customer can be set with no limit ( It means company want to offer unlimited credit limit)

How to Enable / Disable Credit Limit of Customers / Distributors 

Step 8: Set Price Lists ( As Required)

Price list palys very important role in billing Y placing orders when we select which type of price & at which discount to be billed for a customer autotically. Proce List empowers business owners to automate their pricig & discounting system to be set for different customers separetly. 
If price list is not set, It takes MRP with Zero (0) discount rate for billing or placing orders.

How to make price list & how to set for a customer 

Step 9: Configure Order Management

Sales Orders (SO)

1️⃣ Go to Sales Module or Inventor Module → Click “ Manage Orders ---> New Sales Order.”
2️⃣ Select Customer & Products as per order details
3️⃣ Define Order Quantity, Price, and Expected Delivery Date, Billing Address, Shipping Address etc..
4️⃣ Confirm the sales order & auto-generate a proforma Invoice ( PI can be generated once order has been approved by authority)
5️⃣ Track order status from “Pending” to “Shipped”, “Delivered” etc.as per company required ( Borg allows self-customisation of ordee status)

Click to know more about order placing in Borg Desk effectively & Quickly

Step 10: Proforma Invoice / Tax Invoice 

Quick generation of proforma Invoice & Tax Invoice directly from Orders in few clicks which reduces huge pain of supply  hain companies.

1️⃣ Once products are added in the order & check to ensure all products in the order added with right quantity.
2️⃣ Once Products & other order details are ockey, Order has to be approved by authorty to go ahead with PI
3️⃣ Select the order / orders ( Multiple orders can also be selected) for generation of PI.
4️⃣ Click on Generate PI button for Invoice generation. Invoice form woudl be open whcih can be cross checked & mange if any things to be modified however Borg Desk does not recomend to modify anything in the PI, If any changes, That has to be done in the order & then agian select to generate PI.
5️⃣ Click on Button, Generate PI & PI will be generated.

Step 11: Track Inventory Movement & Generate Reports

✔ Stock Movement Report – View stock inflow & outflow.
✔ Reorder Report – Alerts for low-stock items.
✔ Expiry & Dead Stock Report – Identify obsolete inventory.
✔ Purchase & Sales Analysis – Get insights into high-selling and slow-moving products.

Benefits of Setting Up Inventory & Order Module in Borg Desk ERP

✅ Automates Inventory Replenishment – No more stock shortages.
✅ Improves Order Accuracy – Reduces manual errors.
✅ Enhances Supplier & Customer Coordination – Faster procurement & order fulfillment.
✅ Provides Real-time Stock Visibility – Across multiple locations.
✅ Optimizes Working Capital – Avoids overstocking & understocking.

Need Help with Implementation?

Borg Desk ERP is highly customizable! If you need assistance in configuring the inventory & order module for your specific business, contact our support team for a guided setup.

You amy also have one-to-one session with our Product Manager  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

January 15, 2025

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