Training, SOPs & KPIs
for every position
Step-by-step guides, daily checklists, ERPNext workflows, and performance metrics — organized by role, designed for growth. Built into your ERP, accessible anywhere.
One source of truth for every role
Every position at Velobiotics has a dedicated training plan with daily, weekly, and monthly inputs — each mapped to a specific module in ERPNext. From warehouse scanning to payroll processing, every task has a clear path, a clear output, and a measurable KPI.
Organized by position, not by person. When duties change or new people join, the training plan stays the same — and onboarding takes days, not weeks.
"Positions endure, people move. This knowledge base belongs to the role — not the individual. That's how we scale."
Choose Your Position to Get Started
Each training plan includes daily inputs, weekly tasks, monthly outputs, KPIs, and ERPNext navigation paths with screenshots.
Warehouse Manager
Inventory & Stock Control
View Training Plan →
B2C Manager
Shopify & TikTok Shop
View Training Plan →
B2B Manager
Lead Management & Orders
View Training Plan →Operations Manager
System Admin & Oversight
View Training Plan →
Bookkeeper & Accounts
Accounts, Bank Recon, VAT/SARS
View Training Plan →Quick Start Guide
For All New Employees
View Guide →Takealot Integration SOP
Reconciliation register FY2027 and one SOP per account: Clicks, Takealot, Cantomart, Lighthouse, Nutritech, Shopify. Finance only — login required.
Read SOP →Takealot Integration SOP
Daily sales import, weekly CASHFOCUS remittance reconciliation, monthly fee Purchase Invoice. Golden Formula: Invoices − Remittances = PI
Read SOP →Shopify Integration SOP
Real-time webhook order sync with hourly catch-up. Paid orders raise a draft invoice and Pick List; unpaid orders raise a B2C call task. Stock moves only on the Delivery Note.
Read SOP →Process Guides & Reference Docs
Detailed walkthroughs of key business processes — from payroll to monthly reporting.
Monthly Payroll SOP
8-step payroll process with GL codes, salary structure setup, and SARS compliance checks (PAYE, UIF, SDL, Pension).
View SOP →ERPNext Reports Guide
All 9 CD- custom reports — from sales summaries to debtor aging, stock valuation, and commission tracking.
View Guide →KB Master Index
Complete index of all 30+ knowledge base entries — searchable by role, category, or keyword.
Browse Index →Every Role, Clearly Defined
Detailed job descriptions for each position — responsibilities, reporting lines, and key deliverables.