Question 1

Knick ERP/CRM Supports Tally integration?

Accepted Answer

Yes

Question 2

How do I log in to the Knick ERP system?

Accepted Answer

To log in to Knick ERP, navigate to the login page, enter your username and password, and click the Login button. If you don't have an account, contact your administrator.

Question 3

What should I do if I forget my password?

Accepted Answer

If you forget your password, click the "Forgot Password" link on the login page. Enter your email address, and you will receive a password reset link shortly.

Question 4

What are the system requirements for using Knick ERP?

Accepted Answer

Knick ERP works best on modern web browsers like Chrome, Firefox, Safari, or Edge (latest versions). You should have a stable internet connection.

Question 5

How do I update my personal information and profile?

Accepted Answer

You can update your personal information by going to Account > My Profile from the main menu.

Question 6

Can I change my password in Knick ERP?

Accepted Answer

Yes! Go to Account > My Profile, and use the Change Password option to update your password.

Question 7

How do I check in for attendance using the face recognition kiosk?

Accepted Answer

To check in using the attendance kiosk: 1. Navigate to Attendance Kiosk. 2. Allow camera permissions. 3. Stand in front of the camera for face scan. 4. Wait for confirmation.

Question 8

Can I check in and out without using the kiosk?

Accepted Answer

If enabled by your admin, you can also check in/out via the quick check-in/out buttons on the main dashboard or Attendance Record page.

Question 9

How do I view my attendance history and records?

Accepted Answer

Your attendance history is available at Attendance > My Attendance, where you can view daily records and sessions.

Question 10

What should I do if my face isn't recognized at the kiosk?

Accepted Answer

If face recognition fails, please try again in good lighting. If issues persist, contact your HR or admin to verify your registered photo.

Question 11

Does the attendance system require GPS location tracking?

Accepted Answer

GPS location tracking may be enabled by your organization. If enabled, the system will capture your location when you check in/out.

Question 12

How do I view all employees in the company?

Accepted Answer

HR users and admins can view all employees at HR > Employees.

Question 13

How do I add a new employee to Knick ERP?

Accepted Answer

Go to HR > Employees and click Add New Employee to create a new employee record.

Question 14

How do I manage employee documents and assets?

Accepted Answer

Employee assets are managed through HR > Manage Assets.

Question 15

Where can I view and download HR policies?

Accepted Answer

HR policies are available at HR > HR Policies.

Question 16

How to create and manage job openings in Knick ERP?

Accepted Answer

Job openings are managed in HR > Job Openings.

Question 17

What is Shift Roster and how to use it?

Accepted Answer

Shift Roster allows you to assign and manage employee work shifts. Navigate to HR > Shifts > Shift Roster.

Question 18

How do I apply for leave?

Accepted Answer

To apply for leave, go to Leave Management > Apply Leave. Fill out the leave request form and submit for approval.

Question 19

How do I check my leave balance?

Accepted Answer

Your leave balances are displayed on your dashboard and on the Leave Management > Leave Balances page.

Question 20

How do managers approve or reject leave requests?

Accepted Answer

Managers can approve/reject leave requests from Leave Management > Pending Approvals.

Question 21

What types of leaves are available in the system?

Accepted Answer

Leave types are configured by your admin, and may include annual leave, sick leave, casual leave, etc.

Question 22

What are Material Masters in Knick ERP?

Accepted Answer

Material Masters is a section where you can manage basic material data including Material Types, Material Groups, Material Categories, Units of Measure, Weight Units, and Volume Units.

Question 23

How do I add a new Material Type?

Accepted Answer

Go to Materials > Material Masters > Material Types and click Add New to create a new material type.

Question 24

How do I manage Material Categories?

Accepted Answer

Material Categories are managed from Materials > Material Masters > Material Categories.

Question 25

What is a Unit of Measure (UoM) and how to set it up?

Accepted Answer

Units of Measure (UoM) are used to quantify materials. Manage them from Materials > Material Masters > Units of Measure.

Question 26

How do I view all materials in inventory?

Accepted Answer

All materials are listed at Materials > Materials.

Question 27

How do I check material stock levels?

Accepted Answer

Material stock levels are available at Materials > Material Stock.

Question 28

What is a Material Batch and how do I manage batches?

Accepted Answer

Material batches help track lots of inventory. Manage them at Materials > Material Batches.

Question 29

How to manage Material Pricing?

Accepted Answer

Material pricing is managed at Materials > Material Pricing.

Question 30

What is Material Plant and how does it work?

Accepted Answer

Material Plant links materials to specific plant locations. Manage at Materials > Material Plants.

Question 31

How to manage Storage Locations?

Accepted Answer

Storage locations are managed at Materials > Storage Locations.

Question 32

How to manage Plants?

Accepted Answer

Plants are managed at Materials > Plants.

Question 33

What is a Purchase Indent and how do I create one?

Accepted Answer

A Purchase Indent is an internal request to purchase materials. Create one at Purchasing > Purchase Indents.

Question 34

How do I create a Purchase Order?

Accepted Answer

Purchase Orders are created at Purchasing > Purchase Orders.

Question 35

How to receive goods against a Purchase Order?

Accepted Answer

Goods receipts are processed at Purchasing > Purchase Receipts.

Question 36

How to manage Vendor Invoices?

Accepted Answer

Vendor Invoices are managed at Purchasing > Vendor Invoices.

Question 37

How to track Vendor Payments?

Accepted Answer

Vendor payments are tracked at Purchasing > Vendor Pending Payments.

Question 38

What is Vendor Confirmation and how to use it?

Accepted Answer

Vendor Confirmation allows vendors to confirm Purchase Orders. Vendors use the Vendor Portal dashboard.

Question 39

How do I add a new Vendor?

Accepted Answer

Add new vendors at Masters > Vendors.

Question 40

How do I view and manage vendor information?

Accepted Answer

Vendor information is managed at Masters > Vendors.

Question 41

How do I create a Quotation in Knick ERP?

Accepted Answer

Quotations are created at Sales > Quotations.

Question 42

How do I convert a Quotation to a Sales Order?

Accepted Answer

From the Quotation details page, use the Convert to Order option.

Question 43

How to create a Sales Order?

Accepted Answer

Sales Orders are created at Sales > Sales Orders.

Question 44

What is a Delivery Request and how do I manage deliveries?

Accepted Answer

Delivery requests manage shipment of goods. They are available at Sales > Delivery Requests.

Question 45

How do I add a new Customer?

Accepted Answer

Add new customers at Sales > Customers.

Question 46

How do I view all customer details?

Accepted Answer

Customer details are at Sales > Customers.

Question 47

How to track Customer Payments?

Accepted Answer

Customer payments are tracked at Sales > Customer Pending Payments.

Question 48

What are Customer Types and how to manage them?

Accepted Answer

Customer Types categorize your customers. Manage at Sales > Customer Types.

Question 49

What is a Lead in Knick ERP?

Accepted Answer

A Lead is a potential customer or sales opportunity.

Question 50

What is an ERP system?

Accepted Answer

An ERP (Enterprise Resource Planning) system is a comprehensive software solution that integrates and manages core business processes, such as finance, human resources, procurement, inventory, sales, and more, in a single, unified platform.

Question 51

How do I create a new Lead?

Accepted Answer

New leads are created at CRM > Leads.

Question 52

What are the benefits of using ERP software?

Accepted Answer

Key benefits of using ERP software include improved efficiency, better data accuracy, enhanced collaboration across departments, real-time reporting and analytics, cost savings, and streamlined compliance with regulations.

Question 53

How do I track and manage Lead activities?

Accepted Answer

Lead activities are tracked via CRM > Lead Tracking.

Question 54

How much does an ERP system cost?

Accepted Answer

ERP system costs vary depending on factors like vendor, features, number of users, implementation complexity, and deployment method (on-premise vs cloud). Contact TECRAYONS for a customized quote tailored to your business.

Question 55

How to convert a Lead into a Customer?

Accepted Answer

From the Lead details page, use the Convert to Customer option.

Question 56

Which industries can benefit from ERP?

Accepted Answer

ERP systems benefit nearly every industry, including manufacturing, retail, wholesale distribution, healthcare, professional services, construction, and more. TECRAYONS provides industry-specific ERP solutions.

Question 57

How do I schedule a follow-up for a Lead?

Accepted Answer

You can schedule follow-ups from the Lead details page, and they will appear on your dashboard calendar.

Question 58

What features are available in the Finance module?

Accepted Answer

The Finance module includes Chart of Accounts, Journal Entries, Accounts Payable, Accounts Receivable, Balance Sheet, Income Statement, and more.

Question 59

How do I create a Journal Entry?

Accepted Answer

Journal Entries are created at Finance > Journal Entries.

Question 60

How to view the Balance Sheet?

Accepted Answer

The Balance Sheet report is at Finance > Balance Sheet.

Question 61

How to view the Income Statement (Profit & Loss)?

Accepted Answer

The Income Statement is at Finance > Income Statement.

Question 62

How to manage the Chart of Accounts?

Accepted Answer

Chart of Accounts is at Finance > Chart of Accounts.

Question 63

How to manage Fiscal Years and Periods?

Accepted Answer

Fiscal Years and Periods are at Finance > Fiscal Years / Fiscal Periods.

Question 64

How to view the Trial Balance?

Accepted Answer

Trial Balance is at Finance > Trial Balance.

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