SOP — Daily Operations

Document: CSN-ERP-001
Version: 1.0
Date: June 2026

Purpose

Standard daily operating procedures for all Cola Solar staff using ERPNext.

1. Starting the Day

• Log in at https://erp.colaservice.com
• Check your To-Do list on the Desk
• Review any pending approvals

2. Data Entry Standards

• Save all entries before navigating away
• Use Draft status for incomplete records
• Never delete records — use Cancel then amend

3. Stock & Inventory

• Record all stock movements same day
• Enter purchase receipts within 24 hours of physical receipt
• Report stock discrepancies to System Manager immediately

4. End of Day

• Submit or annotate all open drafts
• Log out of the system

5. Reporting Issues

Contact the system administrator with:

• Your name and role
• What you were trying to do
• Screenshot of any error