Datana ERP
Feature Guide

A comprehensive reference for marketing, social media planning, and team onboarding — covering every module, feature, and workflow.

📦 Sales & POS 🏭 Manufacturing 📊 Analytics 🚴 Delivery 🛒 E-commerce 👥 HRM & Payroll 💰 Accounting 📧 Campaigns
Datana ERP  ·  datanaerp.com  ·  Prepared for Marketing & Social Media Team  ·  2026
Table of Contents

19 modules · 230+ features · Built for retail, restaurants & manufacturers

🌐
Platform Overview

What is Datana ERP?

An all-in-one cloud business management platform built for retail, restaurants, and manufacturers across Africa.

Datana ERP is a multi-tenant enterprise resource planning system that brings together every business operation — from taking a sale at the counter to tracking a delivery rider's GPS location in real time — into one unified platform. It is designed specifically for African SMEs: supporting Ghanaian PAYE & SSNIT payroll, Paystack payments, GRA tax compliance, and local delivery workflows.

🏢
19
Modules
⚡
230+
Features
🌍
Multi
Branch & Tenant
📱
Mobile
First Design
🤖
AI
Forecasting & CRM
🔒
Role
Based Access

Who uses Datana ERP?

Retail shops, supermarkets, restaurants, bakeries, pharmacies, manufacturers, distributors, and service businesses — any company that needs to manage sales, inventory, staff, and finances from one place.

📱 Social Media Angle

Lead with the big picture: "One platform. Every part of your business." Emphasise the breadth — from the till to the warehouse to payroll — and target business owners who are tired of juggling spreadsheets, WhatsApp, and separate accounting software.

🛍️
Module 01

Sales & Point of Sale

Manage every sale — walk-in, phone, or online — from one screen. Create orders, quotes, invoices and track returns.

15+
Core features
6
Order types
∞
Transactions

📋 Order Management

  • Create and view all sales orders
  • Wholesale and special pricing orders
  • Held (paused) transactions
  • Sales returns & refunds
  • Call centre order processing

🧾 Invoices & Quotes

  • Generate and send invoices
  • Create customer quotations
  • View all quotations
  • Convert quote to order
  • Print & share PDF invoices

🛒 POS Cart

  • Real-time product search & barcode scan
  • Add, increase, decrease, delete items
  • Per-item and cart-level discounts
  • Customer lookup & selection
  • Active coupon display & apply

💳 Payments

  • Cash, card, mobile money, split pay
  • Received amount & change calculation
  • Payment type tracking
  • Partially paid orders
  • Layaway / balance-due tracking

How to Access — Sales Dashboard

Log in › Side menu › Sales › View All Sales /viewallsales
Sales › New Quotation /newquotation    Sales › POS /pos

📱 Social Media Post Idea

"Process any sale in under 30 seconds. Scan barcode → add to cart → collect payment. Datana POS handles walk-ins, phone orders, wholesale pricing, and returns all in one place — no separate software needed."

🖥️
Module 02

NexPOS — Modern Terminal

A dedicated touch-friendly point-of-sale terminal with loyalty tracking, kitchen tickets, and cashier shift summaries.

⚡ Fast Checkout

  • PIN-protected cashier login per terminal
  • Barcode scan or product search
  • Real-time tax & discount calculation
  • Multiple payment methods at once
  • Receipt printing (thermal/ESC-POS)

🏆 Loyalty & Customers

  • Loyalty points lookup per customer
  • Redeem points at checkout
  • Customer history at a glance
  • Attach customer to transaction

🍽️ Restaurant Features

  • Kitchen ticket printing
  • Table number assignment
  • Hold order & resume later
  • Split bill between customers
  • Modifiers / add-ons on items

📊 Cashier Controls

  • Cashier void (reverse transaction)
  • End-of-shift summary report
  • Cash-up & reconciliation
  • Held orders management
  • Reprint any receipt

How to Access — NexPOS Terminal

Log in › Sales › NexPOS /nexpos/terminal/{company_id}

📱 Social Media Post Idea

"Your cashiers deserve a modern POS. NexPOS runs on any screen, prints receipts in seconds, tracks loyalty points automatically, and sends kitchen tickets wirelessly — no expensive hardware required."

📦
Module 03

Inventory Management

Track every item from the moment it enters your warehouse to the moment it's sold or consumed in production.

18+
Features
Batch
Expiry Tracking
Multi
Branch Transfers

📋 Stock Items

  • Create, edit and delete stock items
  • Set cost prices and reorder levels
  • Import stock from Excel spreadsheet
  • Export stock data to Excel
  • Search and filter stock list

🔢 Batch & Expiry

  • Assign batch numbers to stock
  • Track expiry dates per batch
  • Receive alerts before expiry
  • FEFO (first-expiry-first-out) support

🔄 Stock Movements

  • Restock requests and receiving
  • Inter-branch stock transfers
  • Stock adjustments & corrections
  • Issue to production
  • Waste / trash bucket tracking

📊 Counts & Reports

  • Physical stock count entry
  • Closing stock count & variance
  • Stock balance reports by date
  • AI-powered reorder suggestions
  • Auto-generate purchase orders

How to Access — Stock List

Log in › Inventory › View Stocks /stocks
Inventory › Physical Stock Count /physicalstock    Inventory › Reorder Suggestions /reorder-suggestions

📱 Social Media Post Idea

"Never run out of stock again. Datana ERP alerts you before reorder points are hit, tracks every batch's expiry date, and lets you transfer stock between branches in two clicks. Real-time stock — always."

🏭
Module 04

Production & Manufacturing

Plan and execute work orders, manage bills of materials, track material consumption, and measure production yield.

📋 Work Orders

  • Create work orders with BOM
  • View and filter work order list
  • Edit, reopen, cancel or delete orders
  • Update status through workflow
  • Print work order & waybill

📐 Bill of Materials

  • Create multi-level recipes/BOMs
  • Version-track BOM changes
  • Link BOM to finished products
  • View component costs per BOM

🔧 Production Floor

  • Issue raw materials from warehouse
  • Log production waste / scrap
  • Mark work order as complete
  • Final approval & finish
  • Get raw material pick list

📈 Production Reports

  • Consumption report (material usage)
  • Yield report (output vs input)
  • Profitability per product
  • Waste tracking & detail
  • Export consumption to CSV

How to Access — Production

Log in › Production › Overview /production-overview
Production › New Work Order /new-work-order    Production › Yield Report /yield-report

📱 Social Media Post Idea

"Know exactly what goes into every product you make. Datana's Production module tracks every gram of raw material used, calculates yield vs waste, and gives you the real cost-per-unit — so your pricing is always accurate."

🚴
Module 05

Delivery Management

End-to-end delivery operations: dispatch riders, track them live on a map, set SLA targets, and collect proof of delivery.

🗺️ Dispatch Dashboard

  • Live overview of all delivery orders
  • Status tabs: Pending, Preparing, Packed, Dispatched, Delivered
  • One-click status advancement
  • Assign rider to order
  • Filter by branch, date, status

📡 Live GPS Tracking

  • Rider's location updates every 5 seconds
  • Live map on customer tracking page
  • ⚠️ "No GPS" alert if rider goes quiet 10+ min
  • Last-seen timestamp per rider

⏱️ SLA & Alerts

  • Delivery time targets per region
  • SLA breach badge on overdue orders
  • Auto WhatsApp/SMS alert to manager
  • SLA Breached stat card on dashboard

✅ Proof of Delivery

  • 4-digit OTP sent to customer on dispatch
  • Rider enters customer's OTP to complete
  • Skip option for edge cases
  • Customer notified via SMS + WhatsApp
  • Tracking link shared automatically

📊 Rider Stats

  • Total deliveries per rider
  • Success rate percentage
  • Average delivery time
  • Total delivery fees earned
  • Customer ratings per rider ⭐

📱 Rider App

  • PIN login — no email needed
  • See assigned orders with customer details
  • Call customer directly from app
  • Send WhatsApp tracking link
  • My Stats personal earnings view

How to Access — Delivery Manager

Log in › Sales › Delivery Manager /deliverymanager
Rider App › /delivery/{company_id}    Customer Tracking /store-track/{company_id}/{order_id}

📱 Social Media Post Idea

"Your customers know exactly where their order is — before they even ask. Datana sends a live GPS tracking link the moment your rider leaves. SLA breach alerts keep your dispatch team ahead of late deliveries, and a 4-digit delivery code confirms every handover. Delivery done right."

🛒
Module 06

Online Store & E-commerce

Launch a fully branded online storefront — customers browse products, add to cart, pay online, and track their order in real time.

🏪 Storefront

  • Branded public storefront
  • Product categories & search
  • Product images, descriptions & pricing
  • Announcements & banners
  • Custom brand colours & fonts

🛍️ Shopping Experience

  • Add to cart & update quantities
  • Smart delivery charge by address
  • Order type: Delivery, Pickup, or Dine-In
  • Coupon code redemption
  • Order comments / special instructions

💳 Checkout & Payment

  • Paystack online payment
  • Pay on delivery option
  • Order confirmation email/SMS
  • Invoice view after payment

📍 Order Tracking

  • Customer order tracking page
  • Live rider GPS on map
  • Status timeline (Placed → Delivered)
  • Submit delivery feedback & rating
  • WhatsApp & SMS delivery updates

How to Access — Online Store

Public Storefront /store/{company_id}
Admin › Store Settings › Delivery Regions /delivery-regions

📱 Social Media Post Idea

"Your shop is now open 24/7. Datana's built-in online store lets customers browse, order and pay from their phone — without you building a separate website. Orders flow straight into your operations dashboard, ready to pack and dispatch."

👥
Module 07

Customers & CRM

Manage customer profiles, track every interaction, run a full sales pipeline, and let AI generate your sales strategy.

👤 Customer Profiles

  • Create and edit customer records
  • Full transaction history per customer
  • Payment history & credit tracking
  • Account statement by date range
  • Import customers from Excel

📊 CRM Pipeline

  • Kanban deal pipeline board
  • Create & manage pipeline stages
  • Move deals between stages
  • Deal value tracking
  • Win/loss tracking

🎯 Leads & Contacts

  • Create and track leads
  • Manage contact details
  • Sync contacts to customer list
  • Import contacts from CSV
  • Export contacts & leads

🤖 AI Strategy

  • AI-generated sales strategy document
  • Based on your actual pipeline data
  • Export strategy to PDF
  • Follow-up activity scheduling

How to Access — CRM & Customers

Customers /customers    CRM Dashboard /crm/dashboard
CRM › Pipeline /crm/pipeline    CRM › AI Strategy /crm/strategy

📱 Social Media Post Idea

"Stop losing leads in WhatsApp chats. Datana CRM gives every lead a card on your pipeline board — drag it from Prospect to Closed Won in one move. The AI even writes your sales strategy based on your real pipeline data."

🏷️
Module 08

Products Catalog

Build and maintain your full product catalogue with variants, barcodes, pricing tiers, and rich categorisation.

📦 Product Management

  • Create products with images & descriptions
  • Set regular and wholesale prices
  • Configure min/max stock limits
  • Import products from Excel
  • Export product report

🔀 Variants & Barcodes

  • Add size/colour variants per product
  • Manage variant-level pricing
  • Add and delete barcodes
  • Bulk barcode generation
  • Print barcode label sheets

🗂️ Organisation

  • Hierarchical category tree
  • Brand management
  • Unit of measure (kg, litre, box…)
  • Bill of materials per product
  • Product search & multi-filter

🌐 Online Store Sync

  • Mark products as available online
  • Set online price separately
  • Product shows instantly on storefront
  • Hide/show products from store

How to Access — Products

Log in › Products › All Products /products
Products › Categories /categories    Products › Barcode Labels /products/barcode-labels
💰
Module 09

Accounting & Finance

Full double-entry accounting: chart of accounts, journal entries, bank accounts, budgets, and all statutory financial reports.

📒 Ledger & Chart of Accounts

  • Create chart of accounts
  • Account groups & classes
  • View general ledger by date range
  • Bank and cash account tracking
  • Download ledger reports

✏️ Journal Entries

  • Create manual debit/credit entries
  • View & search all journal entries
  • Delete erroneous entries
  • Download journal reports

💳 Payments & Transfers

  • Record account payments
  • Inter-account fund transfers
  • Payment history tracking

📊 Financial Reports

  • Trial Balance
  • Income Statement (P&L)
  • Balance Sheet
  • Cash Flow Statement
  • Financial Ratios
  • Budget vs Actual

How to Access — Accounting

Accounting › General Ledger /genledgers/general
Accounting › Balance Sheet /balancesheet    Accounting › Income Statement /incomestatement

📱 Social Media Post Idea

"Your accountant will love this. Every sale, expense, and payment automatically posts to the right ledger. Pull a balance sheet or income statement in 10 seconds — no year-end scramble, no surprises."

👤
Module 10

HR & Payroll

Manage your entire workforce — from onboarding to monthly payroll with Ghana PAYE, SSNIT, and automatic tax calculations.

18+
HR features
Auto
PAYE + SSNIT
Multi
Branch staff

👥 Employee Management

  • Employee profiles & records
  • Department management
  • Job designation setup
  • Shift schedules & assignments
  • Inter-branch transfers

🏖️ Leave Management

  • Configure leave types (Annual, Sick, etc.)
  • Employee leave requests
  • Approve or reject leaves
  • Leave balance tracking

💵 Payroll

  • Create payroll runs
  • Auto-calculate Ghana PAYE & SSNIT
  • Earnings (bonus, commission, allowance)
  • Deductions (loans, deductions)
  • Bulk approve & process payroll
  • Individual payslip view & print

📋 HR Reporting

  • Payroll summary report
  • Headcount report
  • Overtime tracking
  • Absence records
  • HR announcements broadcast

How to Access — HRM

Log in › HRM › Dashboard /hrmadmin
HRM › Create Payroll /hrmcreatepayroll    HRM › Payslips /hrm-payslips

📱 Social Media Post Idea

"Process payroll for your entire team in minutes. Datana automatically calculates Ghana PAYE and SSNIT, applies all earnings and deductions, and generates individual payslips — all from one screen."

📊
Module 11

Reports & Analytics

25+ ready-made reports plus an AI-powered analytics dashboard with sales forecasting, customer segmentation, and demand prediction.

📈 Sales Reports

  • Sales summary by agent / period
  • Payment method breakdown
  • Sales & profit margin report
  • Product & category sales
  • Revenue by branch

📦 Inventory Reports

  • Stock balance by date
  • Stock tracking (summary & detail)
  • Batch & expiry tracker
  • Wastage report
  • Purchase & restock reports

🤖 AI Analytics Dashboard

  • Sales trend graphs
  • Customer LTV & churn risk
  • Slow vs fast-moving items
  • AI sales forecast
  • Demand forecast
  • Ask AI (natural language queries)

💬 AI Ask Feature

  • Type any question about your data
  • E.g. "Which product sold most this month?"
  • E.g. "Who are my top 5 customers?"
  • Context-aware AI responses

How to Access — Analytics & Reports

Analytics Dashboard /analytics/dashboard
Sales Report /salesreport    AI Ask /analytics/ask

📱 Social Media Post Idea

"Ask your data anything. Type 'Which product made the most profit this week?' and Datana's AI answers instantly from your real sales data. Forecasts, trends, customer segmentation — your business intelligence, built in."

📧
Module 12

Email Campaigns

Create, schedule and send targeted email campaigns to your customer base — with open rates, click tracking, and CSV import.

✏️ Campaign Creation

  • Create and draft campaigns
  • Rich email templates
  • Preview before sending
  • Send test email

🎯 Targeting

  • Segment customers by filters
  • Preview contact list before send
  • Import custom CSV email list
  • Select from existing contacts

⏰ Scheduling

  • Schedule for future date/time
  • One-time or recurring sends
  • Launch immediately

📊 Analytics

  • Open rate tracking
  • Click-through rates
  • Bounce rate monitoring
  • Real-time stats refresh

How to Access — Campaigns

Marketing › Email Campaigns /email-campaigns    New Campaign /email-campaigns/new

📱 Social Media Post Idea

"Your customer list is your biggest asset. Datana lets you send a targeted email campaign to every customer who bought Product X in the last 30 days — directly from your sales data. No Mailchimp, no exports, no fuss."

⚙️
Module 13

Settings & Configuration

Configure every aspect of Datana ERP: taxes, coupons, payment methods, multiple branches, and user access control.

🧾 Taxes & Coupons

  • Create VAT and custom tax rates
  • Create discount coupons
  • Set coupon type, value & expiry
  • Track coupon usage

💳 Payment Methods

  • Configure Cash, Card, MoMo, etc.
  • Edit and delete payment types
  • Day close / daily reconciliation

🏢 Multi-Branch

  • Create new branches / organisations
  • Update branch details
  • Each branch has own data scope
  • Switch between branches

👤 User Management

  • Create staff user accounts
  • Assign roles (Admin, Cashier, Delivery…)
  • Activate / deactivate users
  • Edit user details
  • Route-level access control

How to Access — Settings

Settings › Taxes /taxes    Settings › Users /newstoreuser
💳
Module 14

Payments & Paystack

Accept online payments through Paystack, track settlements, and model financial scenarios with the built-in simulator.

🔐 Paystack Integration

  • Use Datana's shared Paystack account
  • Or connect your own Paystack keys
  • Automatic payment verification
  • Sub-account split payments

💰 Settlements

  • Settlement history dashboard
  • View transfer amounts & dates
  • Bank account details
  • Transaction log per order

📉 Financial Simulator

  • Model different revenue scenarios
  • Save and compare scenarios
  • Projected vs actual revenue

📲 Communication Setup

  • Configure WhatsApp Business API
  • Configure Bulk SMS (BulkSMS)
  • Configure company Gmail for reports

How to Access — Payments

Settings › Paystack /paystack-report    Financial Simulator /financial-simulator
🏛️
Module 15

Tax Compliance (GRA)

Automatically compute VAT, PAYE, and SSNIT from your transactions and track filing status — built for Ghana Revenue Authority compliance.

📋 Tax Filings

  • VAT 3 (Value Added Tax) filing
  • PAYE (income tax) filing
  • SSNIT (social security) filing
  • Mark filing as filed / paid
  • Track due dates & compliance status

🧮 Auto-Calculation

  • VAT computed from all sales
  • PAYE from payroll data
  • SSNIT from payroll data
  • Upcoming filing due-date alerts

How to Access — GRA

Accounting › GRA Compliance /gra/dashboard
🤝
Module 16

Agent & Referral Program

Build a network of referral agents who earn commission on every customer they bring in — with self-service signup and a personal dashboard.

🔗 Agent Portal

  • Self-service agent registration
  • Personal referral code
  • Agent dashboard with stats
  • Track commissions earned
  • View referred customers

⚙️ Admin Controls

  • View all agents
  • Approve / reject applications
  • Set commission rates
  • Track performance per agent
  • Record commission payments

How to Access — Agents

Agent Signup /agent/signup    Admin /admin/agents

📱 Social Media Post Idea

"Turn your loyal customers into paid brand ambassadors. Datana's referral program gives each agent a personal link — they share it, someone signs up, they earn. Track every commission from your admin dashboard."

🔧
Module 17

Tools & Utilities

Specialised tools for menu optimisation, food safety compliance, printer management, call-centre lookups, and activity auditing.

📐 Menu Engineering

  • ABC profitability analysis per product
  • Identify stars, plowhorses, puzzles, dogs
  • Popularity vs margin matrix
  • Pricing optimisation recommendations

🌡️ HACCP (Food Safety)

  • Temperature logging
  • Expiry date tracking
  • Safety checklist completion
  • Compliance reporting & hazard alerts

🖨️ Printer Management

  • Add & configure receipt printers
  • Set default printer per station
  • Test print
  • Redirect print jobs

📞 Call Centre + Activity Log

  • Incoming call customer lookup
  • Call history log
  • Full user activity audit trail
  • Track every action by every user

How to Access — Tools

Tools › Menu Engineering /menu-engineering    Tools › HACCP /haccp
🚀
Module 18

Onboarding & Setup

A guided first-run wizard gets new businesses set up in minutes — with optional demo data to explore every feature immediately.

🧙 Setup Wizard

  • Step-by-step first-time configuration
  • Set business name, logo & currency
  • Choose industry / modules
  • Skip wizard and dive in directly

🎭 Demo Data

  • Seed sample products, customers & categories
  • Pre-populate with demo transactions
  • Explore all features with real-looking data
  • Clear demo data when ready to go live

How to Access — Onboarding

First login › Wizard launches automatically /onboarding

📱 Social Media Post Idea

"From signup to first sale in under 10 minutes. Datana's setup wizard walks you through every step, and demo data lets you explore the whole system before entering a single real product. No training needed."

📱
For the Social Media Team

Suggested Post Plan by Category

Priority order for content creation — starting with the most visually demonstrable and broadly appealing features.

Week 1–2 · Operations
  • 🛍️ POS in action — speed demo video
  • 🚴 Live GPS delivery tracking — customer experience
  • 📦 Stock reorder alerts — never run out again
  • 🛒 Online store — shop is open 24/7
Week 3–4 · Finance & People
  • 💰 Instant financial reports — P&L in seconds
  • 👤 Payroll automation — PAYE & SSNIT built-in
  • 📧 Email campaigns — market to your own customers
  • 🤖 AI forecasting — predict next month's sales
Week 5–6 · Growth
  • 👥 CRM Pipeline — never lose a lead
  • 🤝 Referral program — agents earn per customer
  • 🏭 Production tracking — know your real cost
  • 🌐 Multi-branch — one dashboard, all locations
Week 7–8 · Trust & Compliance
  • 🏛️ GRA tax compliance — VAT, PAYE, SSNIT auto-filed
  • ✅ Proof of delivery OTP — dispute-free deliveries
  • 🔒 Role-based access — staff only see what they need
  • 🌡️ HACCP food safety — for restaurants & bakeries
Core message for all posts
"Stop running your business across 5 different apps. Datana ERP brings everything — sales, inventory, payroll, delivery, accounting, and your online store — into one platform built for African businesses."
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