Portal User Guides

🚀 Getting Started with Portal Bem-vindo ao Portal / Welcome to Portal This section covers everything you need to know to get started with the Portal system. Whether you're new to business management

🔐 First Login and Profile Setup Primeiro Login e Configuração do Perfil Accessing Portal Open your web browser (Chrome, Firefox, Safari, or Edge recommended) Navigate to your Portal URL (pro

🧭 Navigation Basics Navegação Básica Main Interface Elements 1. Navigation Menu (Left Sidebar) The main menu on the left side contains all available applications: Dashboard - Your personalized

💼 Sales & CRM Guide Guia de Vendas e CRM Master the art of managing customer relationships and driving sales with Portal's powerful Sales and CRM modules. From lead capture to order fulfilment, this

🎯 Managing Leads and Opportunities Gestão de Leads e Oportunidades What is a Lead? A lead is a potential customer who has shown interest in your products or services. In Portal, leads flow through yo

📝 Creating Quotations and Sales Orders Criar Orçamentos e Encomendas Creating a Quotation A quotation is a formal offer to a customer. Here's how to create one: Navigate to Sales → Quotations

🛒 Purchasing & Procurement Guide Guia de Compras e Aprovisionamento Streamline your procurement process with Portal's Purchase module. From requesting quotations to receiving goods, manage your entir

📋 Creating Purchase Orders Criar Ordens de Compra Request for Quotation (RFQ) Start by requesting quotations from vendors: Navigate to Purchase → Requests for Quotation Click New Select

💰 Accounting & Finance Guide Guia de Contabilidade e Finanças Portal uses double-entry bookkeeping to ensure accurate and consistent financial records. This guide covers day-to-day accounting operati

📄 Creating Customer Invoices Criar Facturas de Cliente Invoice from Sales Order The most common method is to create invoices from confirmed sales orders: Open the confirmed Sales Order Clic

🏦 Bank Reconciliation Reconciliação Bancária Overview Bank reconciliation matches your recorded transactions with your bank statement. Portal makes this process simple with automatic matching suggest

📦 Inventory & Stock Management Inventário e Gestão de Stocks Keep track of your products, manage warehouse operations, and maintain accurate stock levels with Portal's Inventory module. 📚 Topics Cov

📦 Product Configuration Configuração de Produtos Creating a New Product Navigate to Inventory → Products Click New Enter the Product Name Essential Fields Product Type:

🌐 Hub Ecosystem Modules Módulos do Ecossistema Hub The Hub ecosystem extends the Portal with powerful additional features designed for enterprise productivity. These modules are built to work seamles

🐕 Using Rover AI Assistant Usar o Assistente Rover AI Meet Rover Rover is your friendly AI assistant built into Portal. Like a helpful golden retriever, Rover is always ready to assist you navigate t

📊 Hub Dashboard Overview Visão Geral do Hub Dashboard Your Command Centre The Hub Dashboard provides a unified view of your business at a glance. Customizable widgets display the KPIs and information

🇲🇿 Mozambique Compliance Guide Guia de Conformidade para Moçambique Portal is fully configured for Mozambican business requirements, including PGC-NIRF accounting standards, IVA/ISPC taxation, and lo

📋 PGC-NIRF Accounting Standards Normas Contabilísticas PGC-NIRF Overview Portal is pre-configured with the Mozambican Chart of Accounts (Plano Geral de Contabilidade - Normas Internacionais de Relato

💵 IVA Tax Configuration Configuração de IVA IVA Rates in Mozambique Taxa / Rate Aplicação / Application 16% Taxa normal / Standard rate (most goods and