41 Guides
10 Categories
Browse by tag

Getting Started

5

Set up your environment and get running quickly.

Search documentation

Beginner

Full-text search across guides, API references, and support articles.

OpenUpdated 2025-06

Quickstart

5 min read
Beginner

Get productive with EGKits in under 15 minutes.

OpenUpdated 2025-06

Installation

8 min read
Intermediate

Deploy EGKits SaaS, configure database providers, and connect integrations.

OpenUpdated 2025-06

Core Concepts

7 min read
Beginner

Understand tenants, modules, roles, and the EGKits platform architecture.

OpenUpdated 2025-06

Onboarding

5 min read
Beginner

Set up your tenant, invite users, and configure roles.

OpenUpdated 2025-06

Module Guides

6

In-depth walkthroughs for each EGKits module.

Catalog

8 min read
Intermediate

Manage products, brands, categories, pricing, and stock.

OpenUpdated 2025-06

Invoicing

10 min read
Intermediate

Create, send, and track invoices with taxes and payments.

OpenUpdated 2025-06

Hospitality

10 min read
Intermediate

Manage hotels, restaurants, reservations, POS, and guest services.

OpenUpdated 2025-06

Point of Sale

8 min read
Intermediate

Counter sales, fast checkout, shifts, outlets, and receipt-connected selling.

OpenUpdated 2025-06

Sales

8 min read
Intermediate

Manage quotations, sales orders, delivery, and customer billing.

OpenUpdated 2025-06

HR & Payroll

10 min read
Intermediate

Employee management, attendance, leave, payroll, and compliance.

OpenUpdated 2025-06

Compliance

3

Electronic invoices, receipts, and tax-ready compliance workflows.

E-Invoices

8 min read
Advanced

Compliant electronic sales invoice creation, submission, tracking, and finance review.

OpenUpdated 2025-06

E-Received Invoices

8 min read
Advanced

Inbound supplier e-invoice intake, review, matching preparation, and compliance metadata.

OpenUpdated 2025-06

E-Receipts

8 min read
Intermediate

Digital receipt creation, POS alignment, customer receipt history, and compliance status tracking.

OpenUpdated 2025-06

Finance & Accounting

4

Ledger, payables, receivables, and financial reporting.

General Ledger

12 min read
Advanced

Chart of accounts, journal entries, and financial statements.

OpenUpdated 2025-06

Accounts Payable

10 min read
Advanced

Vendor bills, payment scheduling, and aging analysis.

OpenUpdated 2025-06

Accounts Receivable

10 min read
Advanced

Customer invoices, collections, and receivables management.

OpenUpdated 2025-06

Fixed Assets

14 min read
Advanced

Enterprise asset lifecycle with depreciation, GL integration, maintenance, transfers, and export-ready reporting.

OpenUpdated 2026-07

Operations

8

Purchasing, inventory, CRM, and property management.

Purchasing

10 min read
Intermediate

Purchase requests, orders, vendor management, and receiving.

OpenUpdated 2025-06

Material Control

10 min read
Intermediate

Warehouse management, stock transfers, and inventory control.

OpenUpdated 2025-06

Vehicle Management

15 min read
Advanced

Fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and action center.

OpenUpdated 2026-07

CRM

10 min read
Intermediate

Customer relationships, leads, opportunities, and pipeline.

OpenUpdated 2025-06

Real Estate

10 min read
Intermediate

Property management, leases, tenants, and maintenance.

OpenUpdated 2025-06

Trading Partners

8 min read
Intermediate

Unified customer, supplier, and partner relationship management across modules.

OpenUpdated 2025-06

Services

8 min read
Intermediate

Service catalog, service requests, delivery coordination, and customer service tracking.

OpenUpdated 2025-06

Todos

7 min read
Beginner

Task, kanban, calendar, label, and template workflows for operational follow-up.

OpenUpdated 2025-06

Industry Modules

1

Specialized module guidance for vertical workflows.

Legal Services

8 min read
Intermediate

Legal matter management, formation workflows, documents, and client service tracking.

OpenUpdated 2025-06

Collaboration & Content

5

Mail, chat, documents, archive, and outbound communication.

Mail

8 min read
Intermediate

Mailbox connectivity, templates, diagnostics, and business-context communication.

OpenUpdated 2025-06

Chat

7 min read
Beginner

Real-time conversations, presence, support chat, and team communication workflows.

OpenUpdated 2025-06

Documents

8 min read
Beginner

Document workspace, business file context, collaboration, and module-linked access.

OpenUpdated 2025-06

Document Archive

8 min read
Intermediate

Archive taxonomy, retention-ready organization, and module-linked document storage.

OpenUpdated 2025-06

Newsletter

7 min read
Beginner

Newsletter templates, branded campaigns, audience communication, and engagement operations.

OpenUpdated 2025-06

Analytics & Governance

3

Reports, audit, and AI-assisted operational governance.

Reports

9 min read
Intermediate

Report center, report builder, cross-module reporting, exports, and management insight.

OpenUpdated 2025-06

Audit Trail

9 min read
Advanced

Audit dashboard, by-user and by-entity investigation, correlation tracking, and export.

OpenUpdated 2025-06

AI Assistant

9 min read
Advanced

AI chat, prompt templates, model configuration, functions, and usage analytics.

OpenUpdated 2025-06

Administration

4

Tenant settings, identity, provisioning, and platform administration.

System Configuration

10 min read
Advanced

Tenant settings, operational controls, module coordination, database provider selection, and implementation defaults.

OpenUpdated 2025-06

Database Providers

10 min read
Advanced

Supported engines (SQL Server, PostgreSQL, MySQL, Oracle, SQLite, MongoDB), configuration, and deployment guidance.

OpenUpdated 2025-06

Identity & Access

8 min read
Advanced

User access, role design, permissions, tenant security, and administrative governance.

OpenUpdated 2025-06

multitenancy

8 min read
Advanced

Tenant isolation, provisioning, provider-flexible dedicated databases, and multi-tenant administration concepts.

OpenUpdated 2025-06

Developer Resources

2

API reference, SDKs, and integration patterns.

API Reference

15 min read
Advanced

REST API endpoints, authentication, pagination, and error handling.

OpenUpdated 2025-06

Migration Guide

12 min read
Advanced

Version upgrade paths, breaking changes, and rollback procedures.

OpenUpdated 2025-06