Help Center

Step-by-step guides for accounting, sales, inventory and day-to-day operations.

HRM — your people

CRM

Employee directory, attendance and HR basics for the team working inside the CRM.

Reports — know your numbers

CRM

Net profit, funnel performance, order sources and bottleneck analysis — the analytics view of the whole CRM.

Business settings — shape the CRM to your team

CRM

Menu visibility per role, the security panel (suspicious IPs, block/unblock), notifications and company profile.

Setup — connect your channels

CRM

First-run wiring: WooCommerce stores, courier accounts, and the integrations that feed the CRM.

Websites — your connected stores

CRM

See your linked WooCommerce stores, their health and sync status in one monitor.

Bug reports — problems your team reports

CRM

Internal issue queue: staff report problems, admins triage and track them to resolution.

WFA — workflow automation rules

CRM

Automatic actions on orders: SLA timers, auto-transitions and assignment rules your team doesn't have to remember.

Follow-ups — never lose a lead

CRM

Today's call-backs and scheduled reminders, grouped so nothing slips.

Confirm queue — orders waiting for a call

CRM

The worklist for confirmation agents: call customers, mark orders confirmed or cancelled, and catch fraud flags.

Inbox — every conversation in one place

CRM

Facebook Messenger, WhatsApp and customer chat threads in a single queue — reply, assign and resolve without switching tabs.

Accounting — the posting bridge

CRM

How order money events post to your ERP journals, what the outbox does, and how to run standalone vs bundled.

Settlements — courier COD payouts

CRM

Upload courier settlement sheets, match them to delivered orders, and keep your cash-flow honest.

Inventory — setup guide

CRM

Set up stock step by step: opening stock, order tracking, reorder alerts, warehouses and cost reports.

Funnels — checkout pages that sell

CRM

Build product checkout pages, share their links, and turn visitors into orders without a full website.

Products — your catalog

CRM

Create and manage the products your orders, funnels and invoices are built from.

Orders — the OrderHub

CRM

How orders flow through Organ360 — from checkout or store ingest to dispatch — and how to manage them in the OrderHub.

Dashboard — your day at a glance

CRM

What the CRM dashboard shows, how to read the cards, and how to act on the things that need attention first.

Setting up courier integrations

CRM

Connect your courier partners, print labels and track parcels automatically from the order screen.

Handling returns and RTO

CRM

Manage return-to-origin orders, QC checks and fraud flags to protect your margins.

Managing your product catalog

CRM

Set up products, variants, pricing and publishing so your team can sell and ship with confidence.

Understanding order statuses

CRM

Follow the order state machine from first confirmation to delivery, return or cancellation.

Mushak/VAT basics for Bangladesh businesses

ERP

Set up VAT and TDS correctly in your ERP so NBR returns and tax reports are ready on time.

Understanding fiscal periods and period close

ERP

Learn how fiscal years, period locks and posted journals keep your reports accurate across time.

Recording your first journal entry

ERP

Learn how the Simple Entry Layer turns an everyday transaction into a proper double-entry journal.

Setting up your Chart of Accounts

ERP

Build a clean Chart of Accounts so your ledgers, reports and tax categories stay accurate from day one.

Understanding order statuses

Learn how orders move from draft and confirmed to shipped, delivered and paid.

Inviting team members

Add colleagues, assign roles and control which parts of the business they can see and edit.

Setting up your Chart of Accounts

Create your account hierarchy, opening balances and tax categories before you start recording transactions.

Users & Roles

Invite your team, assign granular permissions, and lock sensitive accounts.

Reports & Tax

Generate profit & loss, balance sheet and VAT-ready reports for your accountant.

COD Order Operations

Confirm, ship and reconcile cash-on-delivery orders with courier tracking.

CRM & Sales

Manage contacts, leads, opportunities and orders from first touch to final payment.

Inventory & Stock

Add products and variants, set reorder levels, and manage warehouse transfers.

Invoicing & Payments

Create customer invoices, record partial or advance payments, and track overdue bills.

Getting Started

Set up your company, chart of accounts, users and first invoice in under 30 minutes.

More guides are on the way. Need help before launch?

Contact support →