Clarion IT ERP

User Manual & Process

Naye user ko ye page khol ke dikhaiye. Screen par steps follow karwao — jo menu dikhega wo role ke hisaab se hoga.

User Manual API Links Service Call API Challan API Full Process API ERP Login
ERP open kahan se karein 
https://erp.clarionit.in/login

Email + password se login. Mobile pe bhi same site chalega.

1) Naya employee / user kaise banaye (HR / Admin)

Naya aadmi ERP use kare, to pehle uska Employee banta hai. Uske saath login user bhi auto create hota hai.

  1. Employee Details → Employee kholo, phir Add Employee.
  2. Naam, email, 10 digit mobile, department, HR manager, joining date, position, salary bharo.
  3. Resume / extra document PDF ya photo (max 5 MB) lagao.
  4. Save. System login user bhi bana deta hai, default role Employee.
  5. Naye user ko batao:
    • Login URL: https://erp.clarionit.in/login
    • Email: jo employee form me diya
    • Pehla password: clarion123
  6. Agar Engineer / Sales Person / HR chahiye — Admin Users me us user ko sahi Role do. Bina role ke usko Service Call / My Visit nahi dikhega.
  7. Password bhool jaye to Employee view se reset: naya password phir clarion123 ho jata hai. User ko turant change karne ko kaho.
Pehli meeting me ye 3 baat zaroor batao
  1. Apna password login ke baad Profile se badlo — default password share mat karo.
  2. Jo menu nahi dikh raha, wo role/permission ki wajah se hai. Admin se role check karwao.
  3. Service call complete kiye bina challan / PDF nahi banta. Pickup-drop alag task hai — wo service visit close nahi karta.

2) Role ke hisaab se kaam

RoleRoz ka kaam
AdminSab modules, users, roles, reports, tracker
Sales PersonService calls, assign engineer, today visits, quotation, challan list
EngineerMy Visit, status update, pickup/drop complete, delivery challan PDF
HR ManagerEmployee, leave approval (agar permission ho), advance, joining / relieving letters
EmployeeMy Leaves, Advance, Travel claims, profile

Extra buttons (Assign Calls, Job Card, Account Chalan) Permission se khulte hain — Role page se lagate hain.

3) Service Call — poora process

1. Fresh call→ 2. Engineer assign→ 3. Site visit→ 4. Complete→ 5. Challan PDF

Saath me kabhi-kabhi alag engineer ko Pickup / Drop bhi assign hota hai (vendor se saman lana / dena).

A. Call kaise aati hai

  1. ERP me Sales / Admin Service Calls se extra call add kar sakte hain.
  2. Website / public form: https://erp.clarionit.in/service_call/company — Company pool (kisi ek sales pe nahi).
  3. Sales person ka personal form: https://erp.clarionit.in/service_call/naam-slug
  4. WhatsApp bot / website backend API se bhi call create ho sakti hai (API Links page dekho).

Status: Fresh naya · Assigned engineer gaya · Closed service visit complete.

B. Engineer assign (Sales / Assign Calls permission)

  1. Service Calls list me Fresh / All kholo, call open karo.
  2. Engineer select karo, visit date do, Service Call type rakho, Assign dabao.
  3. Telegram pe sales + engineer + group ko notify hota hai.
  4. Ek se zyada engineer same visit pe laga sakte ho.

C. Pickup / Drop (alag engineer, vendor trip)

Kab use karein: customer ke kaam ke liye vendor se saman lana (pickup) ya wapas dena (drop). Ye service visit nahi hai.

  1. Usi service call par Assign me type Pickup / Drop chuno.
  2. Kind: Pickup / Drop / Both.
  3. Vendor name + address + kya saman hai, likho.
  4. Engineer 2 ko assign karo. Parent call Fresh hi reh sakti hai — close nahi hoti.
  5. Engineer 2 My Visit me apna pickup/drop dekhega, photo laga ke Complete karega.
  6. Service call ke end me pickup/drop count dikhta hai (kitni trip complete hui).

D. Engineer site pe kya kare (My Visit)

  1. Login → My Visit.
  2. Apni assigned visit kholo (service alag, pickup/drop alag dikhega).
  3. Status update:
    • Assigned — abhi nikalna hai
    • Working — site pe kaam chal raha
    • Pending & Return — saman/part pending, wapas aana hai
    • Complete — kaam ho gaya
    • Canceled After Going on Site — site gaye lekin kaam nahi hua
  4. Remark zaroori hai. Travel engineer / return office tick sahi lagao (travel claim ke liye).
  5. Pickup/Drop complete karte time photo lagao.
  6. Service visit Complete ke baad Add Challan kholo — items, qty, billable/non-billable, receiver sign, Create PDF.

E. Delivery challan

  1. Visit complete hone ke baad engineer form bhar ke PDF banata hai. Sr No: CIPL/DL/{id}.
  2. PDF Telegram / WhatsApp (agar on ho) accounts ko bhi ja sakta hai.
  3. Sales Challans me apni list dekhta hai.
  4. Accounts Account Challans me bill status: Submitted → Billed / Hold / Cash Received / Sent Back.
  5. Ek visit pe ek hi challan. PDF dubara chahiye to PDF Refresh.

4) Job Card

  1. Menu Job Card (permission chahiye).
  2. Naya job card: customer, engineer, machine details, service call link (agar hai).
  3. Print job card — letterhead/logo job card wala hi rehta hai (joining letter se alag).
  4. Status change se linked service call sync ho sakti hai.

5) Leaves, Advance, Travel

  1. My Leaves — leave apply. HR/manager Leaves Request se approve/reject.
  2. Advance — amount request. HR / Accounts alag-alag screens se dekhte hain.
  3. My Travel Claims → Regular — Raipur inside travel. Visit se link, pickup bill / drop receiving agar hai to attach.
  4. Approver Claims Approval se pass karta hai. Accounts Approved Claims se payment dekhta hai.

6) HR letters (Employee view se)

Employee open karke PDF nikalte hain (letterhead + logo joining/experience/relieving/no-dues par same hai):

Employee me joining date, position, salary sahi honi chahiye, warna letter galat chhaphega.

7) Dashboard

8) Quotations / Buyers (Sales)

  1. Buyers me party banao.
  2. Quotations me quote banao / print.
  3. Ye service call se alag module hai.

Aksar galti

API / WhatsApp / Website team

Unke saare links alag page par hain (naye user ko ye tab dikhao jab bot/website connect karna ho):

Open API Links