Module Walkthroughs & User Guides

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

Get productive with EGKits in under 15 minutes.

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

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

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

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

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

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

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

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

E-Invoices, E-Receipts, and E-Received Invoices — statuses, transitions, Actions menu rules, and sync behavior.

Compliant electronic sales invoice creation, submission, cancel, decline rejection, and credit notes.

Inbound supplier e-invoices — sync, reject, decline cancellation, and ETA PDFs.

Digital receipt creation, validation, ETA submission, sync, and return receipts.

Journal entry Draft → Posted → Voided / Reversed with posting actions and sync rules.

Chart of accounts, journal entries, and financial statements.

AP invoice statuses, submit/approve/reject/cancel/pay actions, and UI synchronization.

Vendor bills, payment scheduling, and aging analysis.

AR invoice, credit note, and payment lifecycles with statuses and actions.

Customer invoices, collections, and receivables management.

Place in service, depreciate, transfer, dispose, and write-off — status-gated Actions.

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

PR → RFQ → PO → GRN → Return — statuses, approvals, Actions menus, and Document flow timeline.

Purchase requests, orders, vendor management, and receiving.

Inventory requisitions, issues, transfers, and counts — statuses and actions.

Warehouse management, stock transfers, and inventory control.

Quotation, sales order, delivery note, and sales return lifecycles.

Trip and maintenance work-order statuses with Start, Complete, Close, and Cancel.

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

Lead and opportunity statuses with Qualify, Convert, Won, Lost, and stage moves.

Customer relationships, leads, opportunities, and pipeline.

Lease, reservation, property, and unit statuses with renew, terminate, and confirm.

Property management, leases, tenants, and maintenance.

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

Subscription and subscription invoice statuses and cancel-at-period-end.

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

Payroll run Validate / Process / Approve / Post and related HR statuses.

Session Open/Close and transaction Void/Refund lifecycles.

Task statuses Pending, InProgress, Completed.

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

Matter documents, contracts, and time-entry review statuses and actions.

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

Reservation status as a free-text field and update behavior.

Enrollment and related LMS document statuses.

Appointment, encounter, order, prescription, and claim statuses.

Ticket status machine, SLA pause rules, and knowledge-base article statuses.

Platform document lifecycle: statuses, transitions, Actions menus, and UI sync across all modules.

Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.

Email contact and subscription statuses plus outbox pipeline notes.

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

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

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

Physical document lifecycle — archive, checkout, return, progress, handover.

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

Campaign and send-queue statuses from Draft through Sent or Cancelled.

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

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

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

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

Agent plan Approve / Reject / Execute lifecycle and conversation statuses.

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

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

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

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

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

Version upgrade paths, breaking changes, and rollback procedures.