Documentation

Getting started: your first day

You can have a working setup in an afternoon. This guide takes you from sign-up to your first real order.

Last updated: 4 November 2026

1. Create your account

  1. Go to the free trial page. Choose the products you want (ERP, WhatsApp or both) on the pricing page if you have not already.
  2. Enter your company name, your name, email, phone and a password. You can also sign in with Google instead of a password.
  3. Open the verification email we send and click the link. Until you do, the app asks you to verify.
  4. You start on a 7-day free trial. No card is needed.
Tip: Use the email of the person who will be the administrator. That person controls billing, the team and settings.

2. Tell Sankalp which teams you have

The first screen after verification asks what you make and which teams exist at your company. Sales, Warehouse and Production are already ticked. Tick Purchase, QC, Packing, Inventory, Accounts or Factory Gate if you have them. Only the ticked departments appear in the menu, so nobody wades through screens they will never use.

You can change this later in Workspace Modules.

3. Fill in Company Branding and Documents

Open Company Settings and the Company Branding & Documents tab. Add:

  • Firm name, address, GSTIN (optional), phone and email
  • Logo, official seal and authorised signature
  • Bank account details and UPI ID, which print on invoices
  • Your scope of work and terms and conditions, or leave the terms empty to use the standard ones

Anything you leave blank is simply left off the printed invoice.

4. Add your products and materials

Open Product & Raw Master and add finished goods, raw materials and packing material. See Products and stock.

5. Invite your team

Open Team Members & Access (also reachable as Team & Staff Quota in the menu). Add a member, give them one role and a password. Five users are included in the base plan. See Team, roles and security.

6. Run one real order end to end

The quickest way to learn is to take one real order through the whole path: a sales order, confirm it, make the batch, pack, dispatch. Our guides for each step are linked below.

  1. Sales orderPunch the order and send the proforma. Guide
  2. ProductionCheck the recipe, launch the batch. Guide
  3. QC (if enabled)Test and pass the batch. Guide
  4. Packing and dispatchPack, set expiry, ship. Guide

Installing on a phone

Sankalp runs in any modern browser. On Android (Chrome) or iPhone (Safari) you can add it to the home screen from the browser menu, and it opens like an app.

Common first-day mistakes

  • Adding a product without a unit. Pick the unit first, because it decides how stock is counted.
  • Creating the recipe (BOM) after the first batch. It is fine, but your first batch will need it typed in at launch.
  • Giving everyone the Administrator role. Give people the role that matches their job.