SKANDA SKANDA

Get your company running on SKANDA

Customers, invoices and your team in one place. Follow these steps and you'll be set up today.

Start your 14-day free trial

Create your account

  1. Go to erp.skandaincorporated.com/signup.
  2. Enter your Full name, Company name, Work email, Mobile number and a Password.
  3. Click Create my account.
  4. Check your email for a 6-digit code. Type it in and click Verify and create.
  5. When you see Your SKANDA is ready, save your private SKANDA address.
  6. Click Open my SKANDA.

Sign in

  1. Go to erp.skandaincorporated.com/signin.
  2. Enter your Email and Password, then click Sign in.
  3. If you belong to more than one company, choose the one you want.

Forgot your password? Click Forgot password?, enter your email and click Send reset link.

Your Home page

Everything starts here. Click Home any time to come back.

  1. Catch up opens My Day, with what needs you today.
  2. Search or jump to anything finds any record or page. You can also press Ctrl + K.
  3. Customers, Operations and People open each part of your business.
  4. Calendar shows your events, tasks, leave and holidays. Click a day to see what's on it.
  5. Jump back in reopens what you were last working on.

Customers

Keep every enquiry and follow-up in one place.

Add a lead

  1. On Home, click Leads under Customers.
  2. Click Create.
  3. Enter the person's name, company, phone and email.
  4. Click Create to save.

Plan a follow-up

  1. Open the lead.
  2. Open the Tasks tab and click to add a new task.
  3. Enter what to do, the due date and who should do it.
  4. Save. The task appears on the calendar of the person it's assigned to.

Turn a lead into a deal

  1. Open the lead.
  2. Click Convert to Deal and confirm.
  3. Find it any time under Deals.

Operations

Bill customers and track what you're owed.

Create an invoice

  1. On Home, click New invoice under Operations.
  2. Choose the Customer. If they're new, pick Create a new Customer from the list.
  3. Under Items, add what you sold with the quantity and rate.
  4. Click Save, check the totals, then click Submit.

Record a payment

  1. Open the invoice.
  2. Click Create, then Payment.
  3. Check the amount, then click Save and Submit.

See what's unpaid

  1. On Home, click Invoices under Operations.
  2. Filter Status by Unpaid or Overdue.

People

Employee records, attendance, leave and pay.

Add an employee

  1. On Home, click Employees under People.
  2. Click Add Employee.
  3. Enter their name, gender, date of birth and joining date.
  4. Click Save.

Mark attendance

  1. On Home, click Attendance under People.
  2. Click Add Attendance.
  3. Choose the employee, date and status.
  4. Click Save, then Submit.

Apply for leave

  1. On Home, click Leave under People.
  2. Click Add Leave Application.
  3. Choose the employee, leave type and dates.
  4. Click Save. The approver can then approve it.

Add your team

  1. Press Ctrl + K, type User List and open it.
  2. Click Add User.
  3. Enter their email and first name, then click Save.
  4. Under Roles, tick what they should be able to use.
  5. Click Save. They'll get an email to set their password.

Each person only sees what their roles allow.

SKANDA AI

Ask a question or tell it what to add.

  1. Click the round blue button at the bottom right, or press Ctrl + J.
  2. Type what you need, like "Show unpaid invoices" or "Who is on leave this week?"
  3. To add something, say "Create a lead for Ravi from Sunrise Traders".
  4. Check the card it shows, then click Confirm. Click Cancel if it isn't right.

Nothing is saved until you click Confirm.

My notes

Quick sticky notes. Only you can see them.

  1. Click the yellow button above the SKANDA AI button.
  2. Click + and start typing. Your note saves by itself.
  3. Use This page or All to find your notes.
  4. Click the coloured dot to change a note's colour.
  5. Click the page icon to keep it in your Notes.

Get help

Email hello@skandaincorporated.com or call or WhatsApp +91 98407 87387.