ORP1 Documentation

Quick Start

Get up and running in under 10 minutes by following these four steps:

1. Register — Sign up at orp1.com with your business email and choose a plan.
2. Verify — Enter the one-time code we send you.
3. Setup business — Choose your industry, add your company name and GST number, and create your first plant.
4. Start operating — Add materials, vendors, and customers, then create your first PO or bill.

Requirements

ORP1 is fully cloud-based — nothing to install. You just need:

Registration

Visit the homepage and click Start Free Trial. You'll be asked to provide:

• Business Name — Your company's trading name
• Email — Used for login and system notifications
• Mobile Number — OTP verification during sign-up
• Password — Minimum 8 characters with letters and numbers
• Industry Type — Choose from 16 templates, which set your starting modules, roles and words

After registration a one-time code is sent to you. Enter it to activate your account.

Login & Two-Factor Authentication

Log in at /login with your email and password. ORP1 supports TOTP-based 2FA via Google Authenticator or any compatible app.

Enable 2FA

1. Go to Profile → Security Settings
2. Click Enable Two-Factor Authentication
3. Scan the QR code with Google Authenticator (or Authy, 1Password, etc.)
4. Enter the 6-digit TOTP code to confirm and save

Business Setup

After first login the setup wizard walks you through your business structure. ORP1 uses a three-tier hierarchy:

Organization Module

Navigate to Organization in the sidebar to manage your entire business hierarchy.

• Create, edit, and deactivate companies
• Add multiple plants per company with separate address and contact details
• Define storage locations per plant for precise inventory tracking

Materials

The Materials module is your master catalog for every item you buy, sell, or produce.

Creating a Material

1. Go to Materials → Add Material
2. Enter the material name, category, and unit of measure (kg, pcs, ltr, etc.)
3. Set buying and selling prices under Material Costs
4. Save — the material is immediately available in PO and Billing modules

Material Categories

Group materials by category (Raw Material, Finished Good, Consumable, etc.) for easier filtering and reporting.

Vendors

Vendor profiles store everything you need for procurement and compliance:

• Contact name, email, phone, and address
• GST number and PAN for tax compliance
• Payment terms (Net 30, Net 60, etc.)
• Bank account details for payment processing

All Purchase Orders are linked to a vendor, giving you full traceability from order to payment.

Purchase Orders

The full PO lifecycle in ORP1 follows this workflow:

Creating a Purchase Order

1. Go to Purchase Orders → New PO
2. Select a Vendor and destination Plant
3. Add line items — choose material, quantity, and unit price
4. Review totals and tax, then click Submit for Approval

Approving a PO

Approvers receive an in-app notification and email. They can approve, reject, or return the PO with comments. Only approved POs can proceed to goods receipt.

Receiving Goods (GRN)

When goods arrive, open the PO and click Receive Goods. Enter the actual quantities received. Inventory at the destination plant is updated automatically and a Goods Receipt Note (GRN) is created.

Inventory

Stock levels are updated automatically — no manual entry needed — in three scenarios:

• Goods receipt on a PO — stock increases at the receiving plant/location
• Bill / sale posted — stock decreases for items sold
• Manual adjustment — for stocktakes, damage write-offs, or opening balances

Viewing Stock

Go to Inventory in the sidebar to see current stock by plant, storage location, or material. You can filter, sort, and export the view.

Low Stock Alerts

Set a Reorder Point on each material. When stock dips below that level it appears on the reorder screen, where you can raise a purchase request in one click.

Billing

Create GST-compliant customer bills with line items, taxes, and discounts in seconds.

Creating a Bill

1. Go to Billing → New Bill
2. Select the Customer and billing date
3. Add line items — material, quantity, rate, GST rate
4. Review the total and click Save Bill

Payment Tracking

• Mark as Paid to record full payment
• Record a Partial Payment with amount, date, and payment method
• Outstanding balance updates in real time on the customer ledger

Print & Export

Every bill can be printed from its detail page, or saved as a PDF from your browser's print window.

Customers

Customer profiles maintain a complete commercial relationship record:

• Contact details, billing and shipping addresses
• GST number and PAN for invoice compliance
• Full billing history with payment status
• Outstanding balance at a glance
• Credit limit setting with overdue alerts

HR & Payroll

1. Set each employee's salary structure: basic, HRA, allowances, PF %, ESI % and professional tax, plus their cost center
2. Mark attendance daily, and record leave for approval. Unpaid leave and absences reduce pay when “Loss of pay” is on
3. Run payroll for the month, check the payslips, then Post to accounts (attendance for that month is then locked)
4. Mark paid when salaries leave the bank. Print payslips for every employee

CRM

• Record every enquiry as a lead with its source, value and next follow-up date
• Log calls, meetings and tasks; open follow-ups appear on your dashboard and in Follow-ups
• Convert a lead to create the customer and an opportunity, then move it through Prospecting → Proposal → Negotiation → Won / Lost
• The Pipeline shows open value and the weighted forecast

Projects & Services

• Create a project as fixed price, milestone billing, time & material (hourly) or internal, with a budget
• Add tasks, log timesheets and approve them. Hours are costed at each person's salary (monthly gross ÷ 208)
• Invoice milestones, or all approved billable hours at the project rate
• Record project expenses (posted to accounts). The project shows budget used, cost, billed amount and margin

Asset & Maintenance

• Register equipment with make, serial number, warranty, plant and cost center
• Add preventive plans (every N days). Orders are raised automatically 7 days before they're due
• Report a breakdown. The machine shows “under maintenance” until the order is completed
• On completion, spare parts are issued from stock and spares plus labour are expensed to Repairs & maintenance

Quotations & Contracts

1. Raise a quotation, print it for the customer, and convert it when it is accepted
2. Add a contract for anything billed on a schedule, such as annual maintenance. Invoices are raised automatically each morning when they fall due
3. Sales to a registered buyer in another state carry IGST when both GSTINs are on file

Accounts

1. Credit notes: correct an invoice in full or in part, with an optional refund and return to stock. The GST summary is reduced to match
2. Journals: post a manual entry, or reverse a posted one instead of editing it
3. Bank reconciliation: mark payments as cleared against your statement
4. Fixed assets: register assets, run depreciation and record disposals
5. Period close: lock past dates so nothing can be posted into closed months

Controlling

Create cost centers (departments) and profit centers (business lines) with annual budgets. Salaries, maintenance and project costs are charged to the cost center of the employee, equipment or project, and you see actual vs budget to date. Project profitability shows revenue, labour, expenses and margin per project.

Marketing

1. Connect your own email and WhatsApp accounts
2. Choose an audience: customers, vendors, employees, leads or an uploaded Excel list
3. Use a standard template or make your own, then send or schedule the campaign
4. See delivery reports. People who unsubscribe are left out of later sends

Automation & API

• Automation rules run every morning: overdue invoices, low stock, expiring batches, fees due, maintenance due, follow-ups, leave to approve and more. Each rule notifies you in the workspace, by e-mail, or both
• API keys give other software read-only access: GET /api/v1/customers, /materials, /stock, /invoices, /sales-orders with Authorization: Bearer orp1_…
• Webhooks push “invoice created”, “payment received” and “sales order created” to your URL, signed with X-ORP1-Signature

Retail

1. Open a shift on a register with your opening cash
2. Scan and bill: promotions apply by themselves, and customers can pay by cash, UPI, card or store credit
3. Returns are taken from the original bill and issued as a credit note
4. Close the shift and count the cash. Any difference is recorded
5. Use stock counts, store transfers and the reorder screen to keep shelves full

Products We Make

List what your factory makes under Production. Add a product and its materials on one form. A material you do not have yet is added to your items as you type it. Each product shows its material cost, margin, stock and how many you can make with the stock on hand. Production analytics shows output, yield, scrap, cost and margin in charts.

Barcodes, QR Codes & Labels

Codes work the same way across the factory, warehouse and shop. A USB or Bluetooth scanner works in any scan box. A phone or laptop camera works too, over https.

• Label designs: ready designs for appliances, electronics, footwear, vehicle parts, food, medicines and hand-packed goods. Change the codes, details and size to suit your product or your customer's specification.
• Product codes: barcodes, several codes on one product, carton sizes, and a product for each size and colour.
• Packing: pack a production order to make serial numbers, cartons and pallets, and print each label.
• Dispatch: scan cartons, pallets or serials on the sales order. Stock comes from the batch you scanned.
• Shops: scan a new product to fill its details, make your own barcode, and print weighed packs that bill by weight.
• Buyers: scan the QR code to check a product and register its warranty.

Barcodes made without a GS1 company prefix start with 21 and work in your own business only. To sell through other shops, chains or marketplaces, get a prefix from GS1 India and enter it in Business configuration.

Restaurants

1. Build your menu with recipes, add-ons, combos and offers
2. Add tables and print a QR code for each. Guests scan, browse and order from their phone
3. Staff confirm orders, unless automatic acceptance is switched on, and kitchen tickets go to each station
4. Take table bookings, and see which tables are empty on the floor plan
5. Bill the table. Recipes reduce ingredient stock, then mark the table clean

Hotels

1. Add your rooms as a Hotel rooms area under Tables & QR codes. Each room gets its own QR code
2. Under Rooms & stays, choose dates, see the empty rooms and book one. A room cannot be sold twice for the same night
3. Take an advance if you want one, and record the guest's ID at check-in
4. Room service goes on the guest's account once it is billed
5. Check out: nights used are billed, the advance is set against the bills, and the room waits for cleaning. Take one payment for everything and refund any advance left over

Education

For schools, colleges and coaching institutes. Fees are billed as GST invoices and flow into receivables and accounts automatically.

1. Add your Courses with duration, fee and GST rate (0% for exempt education)
2. Create a Batch for each class, with seats, instructor and timing
3. Admit a student. An admission number is assigned automatically
4. Open the batch and Enroll the student, with any scholarship and the number of monthly installments
5. Use Fee collection → Invoice all due, then record receipts on each invoice

Mark attendance per batch and date. Dropping a student waives installments not yet invoiced. Timetable, exams and report cards, library and transport are in the same pack.

Real Estate

• Projects & units: add a single unit, or a whole tower at once (floors × units per floor). The unit grid shows what is available, on hold, booked, sold or leased
• Bookings: book a unit with a construction-linked payment plan that adds up to 100%, then raise a demand at each stage
• Agreement → Registration: registering a booking marks the unit sold. Cancelling frees it again
• Leases & rent (switch on “Leasing & rent collection”): bill rent per month or for all leases at once. A month can't be billed twice

Healthcare

1. Add Doctors with consultation fee, working days, timings and tokens per day
2. Print the booking QR. Patients scan it, give their chief complaint and get a token and a private link
3. Register walk-ins too. A UHID is assigned, and allergies show on every consultation
4. Check in, then Consult: record vitals, diagnosis and the prescription
5. Complete & bill: the fee and any medicines dispensed from your own pharmacy go on one bill, and stock is issued automatically
6. Add test results and medical reports. Every visit, medicine and report stays on the patient's history
7. For beds, add wards and beds, admit from the bed board, record care notes and charges, write the discharge summary and take the final bill

Changes & Sandbox

Your system runs on the ORP1 standard. When our consultants configure modules, settings, numbering, custom fields or reports for you, the changes are collected in a change request and never applied to your live system directly.

1. Open Your system → Changes to approve and read what will change, shown as before → after
2. Click Try in sandbox to use the system as if the change were live. Nothing can be saved while you preview
3. Approve, or Send back with a note
4. A Basis consultant releases it. All changes apply together, or none do

Changes you make yourself in Business configuration apply immediately.

Enhancements

Hire ORP1 developers for things the standard doesn't do: special reports, extra fields, new screens, workflows or integrations.

• Raise a request under Your system → Enhancements
• A developer replies with a quote (hours × rate). Nothing starts until you approve it
• The work is delivered through a change request you approve, and then you accept the delivery
• Talk to the team in the request's message thread at any time

Report Builder

Go to Reports → Build your own report. Pick a data source (invoices, orders, stock, customers, students, bookings, appointments…), the columns to show, up to 10 filters, an optional grouping with totals and chart, and the sort order.

Custom reports get a Z_ code and appear next to the standard reports. They can be exported to CSV and only ever show your own business's data.

FAQ

Contact Support

Our team is available 24/7 for Enterprise customers and during business hours for other plans.