3.1Check the company details
Accounts → Company
Printed on every PI, invoice, challan, COA and PO.
How to use it
- Check name, GSTIN, PAN, address and bank details.
- Upload the logo. Press Save.
Starting fresh on dermat.wantace.app
How to start using the clean live site: what was cleaned, the test logins, what to set up first, and the first real order from start to end.
658 raw materials loaded0 demo orders left26 test loginsCleaned on 4 Nov 2026
Part 01
What is on the live site now
On 4 Nov 2026 the demo data was removed from dermat.wantace.app and the client’s raw material list was loaded. Demo data stays only on the test copy used for the walkthrough guide.
How the clean-up was done
1. A full backup of the live database was taken first and kept on the server (two copies, 4 Nov 2026). Nothing is lost; anything can be brought back.
2. The demo business data was removed in one step, so either everything went or nothing did.
3. The six new raw material fields were added and the client’s raw material sheet was loaded with its stock as opening stock.
4. Order, PI, invoice and PO numbers restart from 0001 on their own because no old documents are left.
Kept
| Users and logins | 29 people, with their departments and rights |
| Roles and departments | Accounts, Sales, R&D, Design, Planning, Purchase, Production, Packing, IPQA, QC, QA, Finished Stock, MIS |
| Settings | Company details, workflow stages and their steps, dropdown lists, number series, units, stores |
| Quality | QC rule templates (53 rules) |
| Packaging codes | The codes already set up |
| Product categories | Raw Material (Actives, Excipients, Fragrance, Colour, Preservatives), Packing Material, Bulk, Finished Goods, R&D |
Removed (demo only)
| Orders | All 28 demo orders with their stages, history and files |
| Money | Demo PIs, invoices, payments and vendor bills |
| Customers | All demo customers, contacts, addresses and registration links |
| Products | All 112 demo products (RM, PM, bulk, FG) and their BOMs |
| Purchase | Demo vendors, indents, POs and GRNs |
| Store | All demo stock, batches, store requests and the stock ledger |
| R&D and quality | Demo R&D requests and trials, QC checks, QA documents, production batches |
| Other | Old notifications and logs; leftover sample categories and fields from the base software (fashion, salon) |
Part 02
Test logins by department
Find your department: what you do, where to start, and your login. Each person sees only their department’s menu and steps.
For testing only. These logins are shared for the test round. Before real use, each person gets their own login and these passwords are changed. Do not put real customer prices or formulas in while they are shared.
How to sign in
1. Open dermat.wantace.app on a computer or phone.
2. Find your department below and use its login and password.
3. You land on My tasks; the left menu shows only your department’s pages.
4. Something wrong or unclear? Write it on the Changes, errors and doubts page with a screenshot.
Sales
- What you do
- Customers, orders, R&D requests, client approvals on samples and artwork
- Start here
- Sales → Orders · Sales work queue
- Read
- Guide 1, parts 02–03
| Person | Login (email) | Password |
|---|---|---|
| Sales 1 | [email protected] | DmdGJ3YmN03$ |
| Sales 2 | [email protected] | DmmsPgw1Nd3$ |
| Sales 3 | [email protected] | DmnvJ4opUg9# |
| Sales 4 | [email protected] | Dm3NCNttML7! |
Accounts
- What you do
- Proforma invoices, advance, invoices, payments, customer registrations, Tally export
- Start here
- Accounts → Advance to receive · Payments & dues
- Read
- Guide 1, parts 04 and 11
| Person | Login (email) | Password |
|---|---|---|
| Accounts 1 | [email protected] | DmsLNwaO0r2@ |
| Accounts 2 | [email protected] | DmRCr2FvUd4# |
| Accounts 3 | [email protected] | DmD1x6rQeU9@ |
R&D
- What you do
- R&D requests, trials, samples, formulas and BOMs
- Start here
- R&D → R&D requests · BOM
- Read
- Guide 1, part 05
| Person | Login (email) | Password |
|---|---|---|
| R&D | [email protected] | DmqzpAZyUc8# |
Design
- What you do
- Artwork design for each order, sent for client and QA approval
- Start here
- Artwork & PM → Artwork & packaging
- Read
- Guide 1, part 06
| Person | Login (email) | Password |
|---|---|---|
| Design 1 | [email protected] | Dm7OHGApi74$ |
| Design 2 | [email protected] | Dmi0JeLQMo5@ |
| Design 3 | [email protected] | DmPf4SD8zM8@ |
Planning
- What you do
- Materials for each order, reserving stock, raising purchase for shortages
- Start here
- Planning → Planning board
- Read
- Guide 1, part 07
| Person | Login (email) | Password |
|---|---|---|
| Planning 1 | [email protected] | Dm8cRYGV2N3# |
| Planning 2 | [email protected] | Dm6EAnYxh93# |
Purchase
- What you do
- Indents, purchase orders, vendors, follow-up on deliveries
- Start here
- Purchase → Purchase orders
- Read
- Guide 1, part 07
| Person | Login (email) | Password |
|---|---|---|
| Purchase 1 | [email protected] | DmPL85IE6K6$ |
| Purchase 2 | [email protected] | Dm8ZPxnTkp2$ |
Production
- What you do
- Manufacturing, filling and packing; asking the store for material
- Start here
- Production → Production board
- Read
- Guide 1, part 09
| Person | Login (email) | Password |
|---|---|---|
| Production 1 | [email protected] | DmmhqkvxB23# |
| Production 2 | [email protected] | DmLEvdJDvF9$ |
Packing
- What you do
- Packing stage: cartons, labels, shipper labels, packed count
- Start here
- Production → Production board
- Read
- Guide 1, part 09
| Person | Login (email) | Password |
|---|---|---|
| Packing Supervisor 1 | [email protected] | DmbWOmtF497! |
| Packing Supervisor 2 | [email protected] | DmzuPFn1IZ3@ |
In Process QA
- What you do
- Filling and packing checks on the floor (IPQA), PM requests for filling and packing
- Start here
- Overview → My pending work
- Read
- Guide 1, parts 09–10
| Person | Login (email) | Password |
|---|---|---|
| In Process QA 1 | [email protected] | DmBtCuVGh95! |
| In Process QA 2 | [email protected] | DmP22rfpto7! |
Quality Control
- What you do
- QC checks: inward material, bulk, filling, packing; chemical and micro
- Start here
- QC → QC checks
- Read
- Guide 1, part 10
| Person | Login (email) | Password |
|---|---|---|
| QC Analytical | [email protected] | Dmg2xYMVMt8$ |
| QC Micro | [email protected] | Dm3kXswe4x8$ |
Quality Assurance
- What you do
- QA release of batches, QA documents, artwork QA
- Start here
- QA → QA release · QA documents
- Read
- Guide 1, part 10
| Person | Login (email) | Password |
|---|---|---|
| QA Head | [email protected] | DmhuqDLOS24! |
Finished Stock
- What you do
- FG store and stock ready for dispatch
- Start here
- Store → Stock (FG store) · Dispatch
- Read
- Guide 1, parts 08 and 11
| Person | Login (email) | Password |
|---|---|---|
| Finished Stock Manager | [email protected] | DmEc5s2D6p9$ |
MIS - Sameep Jain
- What you do
- Reports, order book and turnaround
- Start here
- Overview → Overview · Turnaround
- Read
- Guide 1, parts 01 and 12
| Person | Login (email) | Password |
|---|---|---|
| MIS | [email protected] | DmllIyNHHS4@ |
The admin login is held by Wantace; ask us to add a person or change what someone can see.
Part 03
Set up before the first order
Do these once, in this order. Screenshots use example data from the test copy.
3.2Set the starting numbers
Accounts → Number series
Orders, PIs, invoices and POs start at 0001 now.
How to use it
- If Tally or the old Excel already used numbers this year, set Next number from so the ERP continues after them.
3.3Decide who sees what
Masters → Allowance sheet
Yes / no per person for each area. Import the allowance sheet from Excel or tick it here, then Save.
3.4Check the dropdown lists
Masters → Dropdown options
Payment terms, transporters, tube shapes, hold reasons and every other list. Add your own values so forms offer the right choices.
3.5Check the raw materials
Store → Products → Raw Materials
The 658 raw materials from the client sheet are here, filterable by Category (Actives, Excipients, Fragrances, Colours).
How to use it
- Open a few and check name, INCI, code and stock.
- Set Min stock on the important ones so shortages show early.
- Fix the 12 stock figures listed at the end of this guide.
3.6One raw material
Raw Materials → click a material
Physical state, other vendors, solubility, CI no., shade and old code are new fields taken from the client sheet. Edit to correct anything.
3.7Add the packing materials
Products → Packing Materials → Import
Packing materials are empty on the live site. Import the PM list from Excel (code, name, unit, stock); stock is booked as opening stock in the PM store.
3.8Set up packaging codes
Masters → Packaging codes
Once the PM items exist, make each packaging code (CT 11, BT 100…) with its standard parts so finished goods get their pack BOM automatically.
3.9Add finished goods and bulk
Products → Finished Goods / Bulk
Each product the factory makes: internal reference ID, brand, pack size, MRP and packaging code. Bulk is the cream or gel itself before filling.
3.10Make the formulas (BOMs)
R&D → BOM → New Bill of Material
A formula in RM % for each bulk, and a pack BOM per piece for each finished good. Approve them; orders can only be planned with an approved BOM.
3.11Load vendors
Purchase → Vendors (or Masters → Import vendors)
Import the vendor list from Tally, or add vendors one by one with New vendor.
3.12Load customers
Sales → Customer
Import the customer list from Tally (Import), add one by hand (New customer), or send a client the registration link.
3.13Count the stock once
Store → Stock
Compare the ERP with the shelves for RM, PM and FG, and correct with Add stock. From then on stock moves only through GRNs, store requests and dispatch.
Part 04
The first real order, start to end
The same flow as the walkthrough guide, now with real data.
4.1Proforma before the order (optional)
Accounts → Proforma invoices → New proforma (no order yet)
When the client wants a PI before ordering: customer, products, rates, advance % and validity. Share it by WhatsApp or link.
4.2Book the order
Sales → Orders → Book new order
Four steps: customer, products, specs, review. If the advance is already in the bank, tick Advance already received. For a product the client approved before, untick Sample needed.
4.3Confirm the advance
Order → Advance payment
Enter the PI number, then the advance % (the amount fills in), UTR and optional proof. Complete the stage; artwork and R&D open together.
4.4Everyone works from My tasks
Overview → My pending work
From here each department sees its next step: R&D the sample and formula, Design the artwork, Planning the materials, Purchase the POs, Store the issues, Production the batch, QC and QA the release, Accounts the invoice, Dispatch the goods.
Tip. Each stage is explained screen by screen in the walkthrough guide.
Part 05
Every day, by department
Where each department starts its day.
| Department | Every day | Where |
|---|---|---|
| Sales | Book orders, follow late deliveries, record client feedback on samples and artwork | Sales work queue, Orders |
| Accounts | PIs, advances, invoices, payments, registrations, Tally export | Advance to receive, Billing & payment, Payments & dues |
| R&D | Requests, trials, samples, formulas and BOMs | R&D requests, Formula & BOM stage |
| Design / Artwork & PM | Artwork, client approval, PM ordered and received | Artwork & packaging, Artwork board |
| Planning | Materials for each order, reserve stock, raise purchase | Planning board, Reserved stock |
| Purchase | Indents, POs, follow-up with vendors | Indents, Purchase orders |
| Store | GRN, issue to production, returns, stock count | Goods receiving, Store requests, Stock |
| Production | Manufacturing, filling, packing, BPR | Production board, Material from store |
| IPQA / QC / QA | Inward and in-process checks, batch release | QC checks, QA release |
| Dispatch | Goods out with transporter, LR and e-way bill | Dispatch, Dispatch register |
Part 06
Raw material data loaded and what to check
Every sheet of “Raw Material Details-Dermat.xlsx” is on the live site.
| Sheet in the Excel | Category | Items | Codes | What was loaded |
|---|---|---|---|---|
| COSMETICS API | Actives | 362 | AP-… | Name, INCI, code, stock, unit, approved supplier, benefit, alternate make, physical state, make / brand |
| COSMETICS EXCIPIENTS | Excipients | 213 | EP-… | Name, INCI, code, stock, unit, supplier, brand, alternative, physical state, other vendors |
| FRAGRANCES | Fragrances | 31 | FC-001 to FC-031 | NEW CODE is the code; CODE NO kept as Old code; solubility, supplier, stock |
| Fragrances | Fragrances | 22 | FC-032 to FC-053 | Given the next free codes (their old codes clash with the new numbers above); old code kept |
| Colors | Colours | 30 | CL-… | Name, CI no., shade, solubility, supplier, stock |
| Total | 658 | 533 items with opening stock, 16,523.6 kg in total |
Please confirm: new fragrance codes
The second fragrance sheet still used old codes that now belong to other fragrances, so these 22 got the next free numbers. The old code is kept on each item.
| Old code | New code | Fragrance |
|---|---|---|
| FC-006 | FC-032 | A Code Supper |
| FC-007 | FC-033 | AloeVera Super FT |
| FC-008 | FC-034 | Aqua BVC CS |
| FC-009 | FC-035 | AR Code B |
| FC-010 | FC-036 | Blissful |
| FC-013 | FC-037 | CWM Supper |
| FC-014 | FC-038 | C Elysee |
| FC-015 | FC-039 | Charcoal green Soap 19 |
| FC-017 | FC-040 | Eternal Zest |
| FC-018 | FC-041 | GG Gold |
| FC-022 | FC-042 | JDR Super |
| FC-025 | FC-043 | LDS ASF |
| FC-027 | FC-044 | Milk & Honey 1891 WS |
| FC-043 | FC-045 | Caffee Brew |
| FC-045 | FC-046 | Fragrance FIR 018D |
| FC-052 | FC-047 | HB 92 |
| FC-060 | FC-048 | Swiss Scent WP |
| FC-061 | FC-049 | Rose Petal WP |
| FC-062 | FC-050 | YorkShire |
| FC-064 | FC-051 | DSB Crush |
| FC-065 | FC-052 | Lavender WP |
| FC-066 | FC-053 | Jasmine WS |
Please confirm: stock that was not a single number
These 12 items were loaded with 0 stock. Store enters the right figure with Store → Stock → Add stock.
| Code | Material | Stock cell in the sheet |
|---|---|---|
| AP-122 | Glypure 70% ( Chemours ) | 128.94/54.27 |
| AP-217 | Sunflower seed Oil | 4.67/16 |
| AP-219 | Sea. Buckthorn Extract-WS | 6/11.8 |
| AP-254 | Apple Cider Vinegar | REPEAT |
| AP-306 | Onion Seed Oil | 1.8/4.8 |
| EP-011 | Aculyn 88 | (reject)13.5 |
| EP-058 | Arlacel 165 | 41.265/40.36 |
| EP-061 | Potassium Cetyl Phosphate | (reject)13.2 |
| EP-085 | TLS | 50/OLD MATE |
| EP-091 | Dimethicone 350cst | 55.278 +10kg |
| EP-154 | Ginamide A1/cocomonoethanolamide | 105.15/151.4 |
| EP-216 | Sodium Silicate | 35/37.8 |
Still needed from Dermat
- Packing materialsThe raw material sheet has no packing materials. Send the PM list (code, name, unit, stock) or the packaging code sheet (~110 codes); it is loaded with Products → Packing Materials → Import.
- Finished goods and bulk with formulasEach product the factory makes, with its formula (RM %) and pack BOM, so orders can be planned.
- Customers and vendors from TallyThe lists from Mr. Sanjay, loaded with Masters → Import customers / Import vendors.
- Allowance sheet and BMR formatWho sees what (yes / no per person) and the Batch Manufacturing Record format.