Getting Started

Setup & Deploy First Login Import Data

Daily Work

Voucher Entry Invoices & GST Payroll Reports

AI Features

AI Commands Setup Ollama

Administration

Users & Roles Vault / Encryption SmartERP Connect Backup

SmartERP Documentation

Everything you need to set up and use SmartERP. If you can't find what you need, contact us — we'll help directly.

Setup & Deploy

SmartERP runs on Hostinger shared hosting (or any PHP 8.2 host). Upload the files and run four commands.

1
Upload files to server

Extract SmartERP_Complete.zip and upload the contents to /public_html/smarterp/ using Hostinger File Manager or FTP.

2
Configure .env

Copy .env.example to .env. Fill in your MySQL database credentials and APP_URL.

3
Run setup commands

Via SSH or Hostinger Terminal, run the commands below.

cd /public_html/smarterp composer install --no-dev php artisan key:generate php artisan migrate php artisan db:seed --class=DefaultCompanySeeder php artisan db:seed --class=ManufacturingLedgerSeeder
4
Build the frontend

On your local PC: npm install && npm run build then upload the generated public/build/ folder to your server.

⚠ The storage/ and bootstrap/cache/ directories must be writable. Run chmod -R 755 storage bootstrap/cache if needed.

First Login

Open your app URL and click Register. Enter your company name, email, and password. On registration:

Import Opening Balances

Migrating from another system? Download the CSV template, fill it with your ledger-wise balances, and upload it.

  1. Go to Settings → Import
  2. Click Download Template — opens an Excel-compatible CSV
  3. Fill: ledger_name, group_name, type, opening_balance, balance_type (Dr or Cr)
  4. Save as CSV and upload
✓ The template has example rows pre-filled. Delete the examples and add your own data. One ledger per row.

Voucher Entry

Go to Vouchers → Create. Use keyboard shortcuts for speed:

Every voucher is validated for Dr = Cr before posting. Imbalanced entries are rejected with a clear message.

Invoices & GST

Go to Invoices → Create. Select the type (Sales / Purchase / Credit Note / Debit Note), choose the party, add line items. CGST, SGST, and IGST are calculated live as you type.

Toggle Inter-State to switch between IGST (inter-state) and CGST+SGST (intra-state) automatically.

For GSTR-1: Go to GST → GSTR-1, select the period, and export JSON for portal upload. All 5 sections (B2B, B2CL, B2CS, CDNR, HSN) are generated automatically.

AI Commands

Go to AI Assistant and type anything in plain English or Hindi:

For write operations (creating invoices, vouchers etc.) the AI shows a confirmation card with the full journal entry. You review and confirm — nothing is posted without your approval.

Setup Ollama (Free Local AI)

Ollama runs AI on your own PC — no internet, no API key, completely free.

  1. Download from ollama.com and install
  2. Open terminal and run: ollama pull llama3.2:3b
  3. In SmartERP: Settings → AI Settings → Ollama tab → Test Connection
⚠ Ollama requires at least 4GB of free RAM. The llama3.2:3b model is about 2GB download.
✓ The Windows installer for the desktop app includes Ollama and pulls the model automatically during setup.

SmartERP Connect

Share read-only access with your CA or auditor without giving them your login credentials.

  1. Go to Settings → SmartERP Connect
  2. Choose permission level (Full Read / Reports Only / CA Mode)
  3. Click Generate Session Code
  4. Share the 9-digit code and the 4-digit PIN separately with your CA
  5. Your CA opens the app URL in any browser and enters the code + PIN
  6. Session expires automatically after 8 hours

Backup

Go to Settings → Backup and click Create Backup. The backup file is stored in storage/app/backups/ on your server and available for download.

For automatic daily backups, set up a Hostinger cron job:

0 3 * * * php /home/YOUR_USER/public_html/smarterp/artisan app:backup