LoomMate Journey: Learn Step by Step

Getting Started, LoomMate Journey: Learn Step by Step

How to Login and Access Dashboard in Loommate?

Managing your textile operations in Loommate starts with a simple login. In this guide, you’ll learn step-by-step how to log in and reach your dashboard where all important features are available. Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.) Step-by-Step Login Guide Step 1: Open the Loommate Login Page Step 2: Enter Your Username Step 3: Enter Your Password Step 4: Click on the “Login” Button Step 5: Explore the Dashboard Troubleshooting Tips Still can’t log in? Contact your admin or Loommate support team. 👉 Continue learning with our next guide: How to create purchase order in Loommate  

Employee & HR Management, LoomMate Journey: Learn Step by Step

How to Record Extra Income in LoomMate?

Tracking extra income outside of regular sales is important for accurate accounting. LoomMate allows you to record additional earnings, so your financial records are complete and transparent. Video Walkthrough(Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Recording Extra Income Step 1: Open the Extra Income Section Step 2: Enter Income Details Step 3: Save the Income Record Step 4: Link to Ledger (Optional) Step 5: Generate Reports Troubleshooting Tips    

Getting Started, LoomMate Journey: Learn Step by Step

A Complete Guide to Your Loommate Settings

A Complete Guide to Your Loommate Settings The Settings section in Loommate is your command center. It’s where you customize the app to perfectly match your textile business’s workflow, from updating company details to customizing your invoices. In this guide, we’ll walk you through all the key settings available. 🎥 Video Walkthrough (Watch the video below for a complete tour of the Settings menu. If you prefer reading, continue with the guide.) How to Configure Your Loommate Settings Follow these steps to access and manage your account settings. Step 1: Navigate to the Settings Menu First, log in to your Loommate account. Tap on the Menu icon (often represented by three lines or a gear icon) to open the main navigation. Select “Settings” from the list to open the settings dashboard. Step 2: Explore and Update Your Settings Once you’re on the Settings screen, you’ll see several categories. Here’s a breakdown of what you can manage in each one. Company Profile This is where you manage your business’s core information. It is crucial for professional-looking invoices and records. Business Name & Address: Keep your company’s name and official address up-to-date. Company Logo: Upload your brand’s logo, which will appear on all your documents. Contact Details: Update your business phone number and email address. GSTIN / Tax Information: Enter your correct GSTIN and other tax details to ensure compliance. Invoice & Order Settings Customize the documents you send to your clients. Invoice Prefix & Numbering: Set a custom prefix for your invoices (e.g., “INV-“) and choose a starting number. Terms & Conditions: Define your default payment terms, return policies, or other conditions that will automatically appear on every invoice. Bank Details: Add the bank account information you want clients to use for payments. User Management (If applicable) Manage who has access to your Loommate account. Add Users: Invite team members to join your Loommate account. Manage Permissions: Assign different roles or access levels to your staff (e.g., Admin, Sales Staff). Account & Security Keep your account secure. Change Password: Update your login password regularly. Manage Subscription: View your current plan and billing details. Pro-Tips for Managing Your Settings Logo Issues? If your logo looks blurry, make sure you upload a high-quality image file (like a PNG or JPEG). Double-Check GSTIN: Always verify your GSTIN in the settings to avoid any issues on your official invoices. Update T&Cs: When your business policies change, remember to update the “Terms & Conditions” field here first. You’re All Set! Congratulations! You have successfully configured your Loommate settings. Your account is now perfectly tailored to your business, from invoices with your logo to your specific terms and conditions. Now you’re ready to go. Enjoy the seamless and powerful experience of managing your textile business with Loommate!

Finance & Accounting, LoomMate Journey: Learn Step by Step

How to Manage Salary in LoomMate?

Accurate salary management is crucial for keeping your employees happy and maintaining smooth HR operations. LoomMate allows you to calculate, process, and track salaries efficiently, integrating attendance and other allowances automatically. 🎥 Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Managing Salary Step 1: Open the Salary Section From the Dashboard, go to HR → Salary. You’ll see a list of all employees with their salary records. Step 2: Add or Process Salary Click on + Add Salary or Process Salary. Select the Employee. Fill in the details: Basic Salary Allowances (Transport, HRA, etc.) Deductions (Tax, Absence, Other) Payment Date Step 3: Integrate Attendance LoomMate automatically calculates deductions or adjustments based on Attendance Records. Verify the final salary amount before confirmation. Step 4: Save & Confirm Salary Click Save & Confirm to process the salary. The record will now appear in the Salary Dashboard. Step 5: Generate Salary Slips & Reports Click Generate Slip to create an employee salary slip in PDF. Use Reports to export monthly or yearly salary data for accounting purposes. Troubleshooting Tips Incorrect salary calculation? Check attendance and allowance/deduction entries. Salary not saving? Ensure all mandatory fields (employee, basic salary, payment date) are filled. Report missing data? Verify that salary processing is completed for the selected period. 👉 Continue learning with our next guide: How to complete setup your software in Loommate.

Employee & HR Management, LoomMate Journey: Learn Step by Step

How to Track Attendance in LoomMate?

How to Track Attendance in LoomMate? Monitoring employee attendance is essential for efficient workforce management. LoomMate makes it easy to record, track, and review attendance, ensuring smooth HR operations. 🎥 Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Tracking Attendance Step 1: Open the Attendance Section From the Dashboard, go to HR → Attendance. You’ll see a list of all employees with their daily attendance records. Step 2: Add Daily Attendance Click on + Add Attendance. Select the Date. Mark each employee as: Present Absent Leave Half-Day (if applicable) Step 3: Save Attendance Records After marking attendance, click Save to update records. The attendance will now appear in the Attendance Dashboard. Step 4: Edit or Update Attendance If any errors are made, use the Edit option to correct them. Attendance records can be updated for past dates if needed. Step 5: Generate Attendance Reports Click Generate Report to view attendance summaries for a specific date range. Export reports as Excel / PDF for payroll or HR audits. Troubleshooting Tips Cannot find an employee? Make sure the employee is added in the Employee List. Attendance not saving? Check that all required fields (date, status) are filled. Report mismatch? Ensure the correct date range is selected. Next Steps Now that you can track attendance in LoomMate, you can: Use the data to calculate salary and payroll accurately Monitor employee performance and absentee patterns Move on to the next tutorial: How to Manage Salary in LoomMate

Employee & HR Management, LoomMate Journey: Learn Step by Step

How to Manage Employees in LoomMate?

How to Manage Employees in LoomMate? Efficient employee management is crucial for smooth textile operations. LoomMate allows you to add, track, and manage all employees, including their roles, attendance, and salary details — all from one dashboard. Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Managing Employees Step 1: Open the Employee Section From the Dashboard, go to HR → Employees. Click on + Add New Employee to create a record. Step 2: Enter Employee Details Fill in the following information: Full Name Employee ID (auto-generated or manual) Contact Information (Phone, Email) Designation / Role Department (optional) Joining Date Step 3: Save the Employee Record Click Save to add the employee to your database. The employee will now appear in the Employee List. Step 4: Edit or Delete Employee Use the Edit option to update employee information. Use Delete if an employee leaves (ensure no pending tasks or salary records are active). Step 5: Track Employee Details From the employee record, you can view: Attendance Salary history Assigned tasks or responsibilities Troubleshooting Tips Cannot find an employee? Make sure they are added to the Employee List. Incorrect details? Edit the record immediately to prevent payroll or attendance issues. Deletion blocked? Check for pending salary or linked tasks before deleting. Next Steps Now that your employee database is set up in LoomMate, you can: Track attendance and salary effectively Assign roles and monitor performance Move on to the next tutorial: How to Track Attendance in LoomMate

Finance & Accounting, LoomMate Journey: Learn Step by Step

How to Record Extra Income in LoomMate?

How to Record Extra Income in LoomMate? Tracking extra income outside of regular sales is important for accurate accounting. LoomMate allows you to record additional earnings, so your financial records are complete and transparent. Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Recording Extra Income Step 1: Open the Extra Income Section From the Dashboard, go to Finance → Extra Income. Click on + Add Extra Income. Step 2: Enter Income Details Fill in the following information: Source / Description (e.g., Interest Income, Miscellaneous Sales) Amount Date Payment Method (Cash, Bank, UPI, etc.) Notes (optional) Step 3: Save the Income Record Click Save to record the income. The entry will now appear in the Extra Income Dashboard. Step 4: Link to Ledger (Optional) You can link the extra income entry to the Ledger for consolidated financial tracking. Step 5: Generate Reports Use the Generate Report option to export extra income data for accounting or review. Troubleshooting Tips Entry not saving? Ensure all mandatory fields (Source, Amount, Date) are filled. Incorrect amount? Edit the entry immediately before linking to Ledger. Report missing data? Check the date range and filters. Next Steps Now that you can record extra income in LoomMate, you can: Keep all financial records up to date Monitor additional revenue streams alongside regular sales Move on to the next tutorial: How to Manage Employees in LoomMate

Finance & Accounting, LoomMate Journey: Learn Step by Step

How to Use the Ledger in LoomMate

How to Use the Ledger in LoomMate? A ledger is crucial for tracking all financial transactions in your textile business. LoomMate’s Ledger feature helps you monitor income, expenses, invoices, and payments — all in one place for accurate accounting. Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.) Step-by-Step Guide to Using the Ledger Step 1: Open the Ledger Section From the Dashboard, go to Finance → Ledger. You’ll see a list of all transactions sorted by date. Step 2: View Transaction Details Click on any transaction to see: Date Type (Income / Expense) Linked Invoice or Order Amount Payment Status Step 3: Add a New Transaction Click + Add Transaction if you want to record: Income (e.g., received payment from client) Expense (e.g., raw material purchase, utility bills) Fill in the required details and click Save. Step 4: Filter and Search Transactions Use filters like: Date range Transaction type (Income / Expense) Client or Supplier Use the search bar to quickly find a specific entry. Step 5: Generate Ledger Reports Click Generate Report to export your ledger in Excel / PDF for accounting or audits. Troubleshooting Tips Transaction missing? Ensure it’s linked to the correct invoice or expense record. Incorrect amount? Edit the transaction before finalizing the ledger. Report not generating? Check filters and date range; ensure there is data for the selected period. Next Steps Now that you know how to use the Ledger in LoomMate, you can: Track all financial transactions in one place Reconcile income and expenses easily Move on to the next tutorial: How to Record Extra Income in LoomMate

LoomMate Journey: Learn Step by Step, Orders & Transactions

How to Create an Invoice in LoomMate?

How to Create an Invoice in LoomMate? Invoices are essential for tracking sales and ensuring timely payments from clients. LoomMate makes creating and managing invoices quick, accurate, and linked directly to your orders. Video Walkthrough (Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.)   Step-by-Step Guide to Creating an Invoice Step 1: Open the Invoice Section From the Dashboard, go to Finance → Invoices. Click on + Create New Invoice. Step 2: Select the Client Choose the client from your Clients List. If it’s a new client, add them first using + Add New Client. Step 3: Add Order Details Select the Sell Order(s) to link with this invoice. The items, quantity, and price will automatically populate from the order. Step 4: Add Additional Charges (if any) You can include: Taxes (GST, VAT, etc.) Discounts Shipping / Handling Charges Step 5: Review & Confirm Verify all details: client info, items, amounts, and taxes. Click Save & Generate Invoice. Step 6: Send or Export Invoice Use the Send via Email option to deliver the invoice to the client. Export or print the invoice as PDF for records. Troubleshooting Tips Client details incorrect? Edit the client record before generating the invoice. Invoice total doesn’t match? Ensure taxes, discounts, and quantities are entered correctly. Invoice not saving? Check if the linked sell order is confirmed and not in draft mode. Next Steps Now that you know how to create invoices in LoomMate, you can: Track pending and paid invoices in the dashboard Link invoices with your Ledger for financial tracking Move on to the next tutorial: How to Use the Ledger in LoomMate

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