S P O T ERP

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Frequently Asked Questions

FAQs

Spot ERP is a one-stop shop for all your business management needs. We handle invoicing, accounting, inventory, GST, and more, all in a single, user-friendly platform. Additionally, our AI provides valuable recommendations to help you optimize your operations
Absolutely! Spot ERP is perfect for service-based businesses. Our software is adaptable and can be tailored to your specific needs, allowing you to manage finances, invoices, and more with ease.
Yes! Spot ERP offers a wide range of unit measurements for your services. Spot ERP also supports multiple languages and currencies.
Yes. Spot ERP allows you to set up low stock warnings for your products, so you never run out of inventory unexpectedly.
Yes. When creating accounts for your customers or vendors, you can easily add their bank details within Spot ERP. This simplifies financial transactions and keeps all your information organized. You add multiple GST number under once vendor/supplier and consolidate all the accounts.
Yes. Spot ERP allows you to define credit periods in days while creating customer accounts.
There's no limit! Spot ERP allows you to manage an unlimited number of businesses with a single account. Our software is designed to scale with your growing business needs.
No. A single Spot ERP account is all you need to manage any number of businesses. You can seamlessly oversee all your ventures from one central location.
To sign up for a Spoterp account:
  • Visit www.spoterp.com.
  • Click "Free Product Tour"
  • Fill out the registration form with your details.
  • Verify your email via the link sent to you.
  • Log in and complete your profile.
To create a Spoterp account, you'll need to provide: Your name, A valid email address and A valid mobile number. Additional profile information may be required after account creation.
Spot ERP utilizes artificial intelligence to analyze your business data and provide personalized suggestions. These recommendations can help you optimize various aspects of your operations, like inventory management, invoicing, and financial planning.
Our AI considers historical data, current trends, and industry benchmarks to identify potential areas for improvement. It then suggests actions that can enhance your efficiency, profitability, and overall business performance.
Spot ERP's AI might recommend:
  • Adjusting reorder points for inventory based on sales trends.
  • Identifying slow-moving products and suggesting strategies to manage them.
  • Optimizing invoicing practices for faster payments.
  • Highlighting potential cash flow issues and suggesting solutions.
  • Offering insights into optimizing pricing strategies.
Yes, to some extent. You can provide feedback on the recommendations you receive, allowing the AI to learn your preferences and refine its suggestions over time.
Spot ERP's AI recommendations can help you:
  • Make data-driven decisions to improve efficiency.
  • Reduce costs and optimize resource allocation.
  • Gain valuable insights into your business performance.
  • Identify potential risks and opportunities for growth.
  • Save time by automating routine tasks.
Yes, Spot ERP is a robust GST accounting software. Every aspect of your businesses GST reporting is available to ensure your business stays GST compliant. We simplify GST tasks and ensure adherence to regulations.
Spot ERP will support GST filling for GSTR 1, 2A, 2B and 3B from early 2025. Rest GSTR filings will be supported in consequent releases in 2025.
Yes, we will directly verify the GSTIN and you can't use incorrect GSTIN. This is help you to avoid incorrect data entry.
Our support team is here to assist you with any questions you might have about Spot ERP. Reach is at or talk to us by clicking the chat button.

*** 24/7 Email Support: *** For any questions or issues, you can send us an email anytime, and we'll get back to you as soon as possible.

*** Weekday Call Support (9 AM - 5 PM): *** If you prefer speaking with a representative directly, you can call us during weekdays to receive personalized assistance.

*** Weekday and weekend Chat Support (9 AM - 5 PM): *** For quick questions or clarifications.

To add new products to your Spoterp inventory:
  • Log in to your Spoterp account.
  • Go to the "Inventory" section.
  • Click "Create New Product."
  • Enter product details, such as name, description, price, and quantity.
  • Save the product to update your inventory.
To manage product variants (e.g., size, color) in Spoterp:
  • Log in to your Spoterp account.
  • Go to the "Inventory" section.
  • Select the product you want to manage.
  • Click "Add Variant" or "Manage Variants."
  • Enter the variant details (e.g., size, color) and save.
To track your inventory levels on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Inventory" section.
  • View the list of products and their current quantities.
  • Use filters or search options to find specific products.
  • Monitor stock levels.
To set up low-stock alerts on Spoterp:
  • Log in to your Spoterp account.
  • Go to the "Settings" or "Account Settings" section.
  • Look for the "Notifications" or "Alerts" tab.
  • Find the option to set up low-stock alerts.
  • Specify the threshold quantity for each product.
  • Save your settings to receive notifications when inventory levels fall below the specified threshold.
To create sales orders in Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Sales" or "Orders" section.
  • Click on "Create New Order" or a similar option.
  • Add the customer details and select the products from your inventory.
  • Specify quantities, prices, and any other relevant details.
  • Review the order details and confirm the sale.
  • Save or finalize the order to complete the process.
Ensure all information is accurate before finalizing the order to avoid discrepancies.
To process customer payments on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Sales" or "Orders" section.
  • Find the order for which you want to process payment.
  • Choose a payment method accepted by your business (e.g., credit card, bank transfer).
  • Enter the payment details provided by the customer.
  • Verify the payment information for accuracy.
  • Confirm the payment to complete the transaction and update the order status accordingly.
Always ensure that payment processing complies with your business's policies and security standards.
To manage shipping and fulfillment on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Orders" or "Sales" section.
  • Locate the order you need to fulfill.
  • Verify the shipping address provided by the customer.
  • Select a shipping carrier and method for delivery.
  • Generate a shipping label if applicable.
  • Update the order status to indicate it's shipped.
  • Track the shipment and update the customer accordingly.
Ensure you have the necessary shipping materials and follow your shipping carrier's guidelines for smooth delivery.
To track the status of your orders on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Orders" or "Sales" section.
  • Locate the order you want to track.
  • Check the order status displayed next to each order.
  • Click on the order to view more details if needed.
  • Monitor updates such as processing, shipped, delivered, or any custom statuses you've set.
  • Use filters or search options to find specific orders if you have a large volume.
This allows you to stay informed about the progress of each order and manage customer expectations effectively.
To add new customers to Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Customers" or "Contacts" section.
  • Look for an option like "Add New Customer" or "Create Contact."
  • Enter the customer's details such as name, email address, and contact information.
  • Save the customer information to add them to your database.
This process allows you to maintain a comprehensive list of customers and effectively manage relationships and communications.
To process customer payments on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Customers" or "Contacts" section.
  • View the list of existing customers or contacts.
  • Use filters or search options to find specific customers.
  • Click on a customer's profile to view or edit their details.
  • Update customer information such as contact details, preferences, or notes.
  • Add new customers using the "Add New Customer" or similar option.
  • Ensure all information is accurate and up-to-date to improve customer service and engagement.
This approach helps you maintain a centralized database of customer information, making it easier to nurture relationships and provide personalized service.
To manage shipping and fulfillment on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Customers" or "Contacts" section.
  • Select the customer whose purchase history you want to view.
  • Look for a "Purchase History" or "Orders" tab within the customer's profile.
  • Review the list of orders or transactions associated with that customer.
  • Use filters or search options to narrow down specific orders or products.
  • Click on individual orders to see detailed information.
  • Monitor trends or preferences based on their purchase history.
This helps you understand your customers' buying behaviors, preferences, and order frequency, enabling you to tailor marketing efforts and improve customer retention strategies.
Spoterp offers various reports to help you manage your business effectively:
  • Sales Reports: Track sales performance over time, by product, or by customer.
  • Inventory Reports: Monitor stock levels, product movement, and inventory value.
  • Financial Reports: View profit and loss statements, revenue summaries, and expense tracking.
  • Customer Reports: Analyze customer demographics, purchase history, and trends.
These reports provide insights into different aspects of your business, helping you make informed decisions and optimize operations.
To generate sales reports on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Reports" or "Analytics" section.
  • Look for options related to sales reports.
  • Choose the type of sales report you want to generate (e.g., by date range, by product, by customer).
  • Apply filters or customization options as needed (e.g., select specific products or customers).
  • Generate the report.
  • Review and analyze the sales data presented in the report.
  • Export or save the report for further analysis or sharing.
This process allows you to monitor sales performance, identify trends, and make data-driven decisions to grow your business.
To track inventory performance on Spoterp:
  • Log in to your Spoterp account.
  • Navigate to the "Inventory" or "Products" section.
  • Look for options related to inventory performance or analytics.
  • Choose a specific product or view overall inventory metrics.
  • Monitor metrics such as stock levels, turnover rates, and inventory value.
  • Use filters or customization options to focus on specific time periods or products.
  • Analyze trends and identify areas for optimization or replenishment.
  • Utilize inventory reports or analytics tools provided by Spoterp for deeper insights.
By tracking inventory performance, you can ensure optimal stock levels, minimize stockouts, and streamline inventory management processes effectively.
Spoterp secures your data through several measures:
  • Encryption: Data transmission and storage are encrypted using industry-standard protocols to protect against unauthorized access.
  • Access Control: Access to your Spoterp account and data is controlled through authentication mechanisms, ensuring only authorized personnel can access sensitive information.
  • Data Backup: Regular backups of your data are performed to prevent loss in case of hardware failure or other unforeseen events.
  • Compliance: Spoterp complies with relevant data protection regulations and standards to safeguard your information.
  • Security Audits: Regular security audits and assessments are conducted to identify and mitigate potential vulnerabilities.
  • User Awareness: Spoterp promotes user awareness and best practices for data security to minimize risks.
These measures help ensure that your data on Spoterp is protected and handled with care.
Spoterp has several privacy policies in place to protect your data:
  • Data Collection: Spoterp collects only necessary information to provide and improve services, with user consent.
  • Data Usage: Collected data is used solely for the purposes stated in the privacy policy, such as improving service quality and user experience.
  • Data Sharing: Spoterp does not share your data with third parties without your explicit consent, except as required by law or for essential services.
  • Data Storage: User data is stored securely using encryption and other protective measures.
  • User Control: Users have the right to access, update, and delete their data at any time.
  • Compliance: Spoterp complies with relevant privacy laws and regulations, ensuring that user data is handled legally and ethically.
This process allows you to monitor sales performance, identify trends, and make data-driven decisions to grow your business.