SarasX Mobile App allows users to securely connect their mobile device to SarasX ERP and complete sign-in using OTP. After the first successful connection, users can access the mobile workflows available for their role.

To connect the app successfully, you need:

• A valid SarasX user account
• Mobile app access enabled for that user by admin
• The SarasX Mobile App installed on your phone
• Access to the ERP screen that shows the mobile app QR code or the server link copied from that screen

Note: Login and server connection is normally a one-time activity. It needs to be repeated only if the user signs out, changes device, or the server link changes.

• Sign in to SarasX ERP as admin or a user who can manage user setup
• Go to User Setup
• Search and open the user account that needs mobile app access
• Activate the option to allow App Access
• System will ask for Email Id or Mobile Number to enable the mobile access
• Save the user record after the required information is provided

Note: It is better to provide both Email Id and Mobile Number. Mobile number is especially important for future WhatsApp integration.

• Open the App Store or Play Store
• Search for SarasX Connect
• Install the application on your mobile device

• Sign in to SarasX ERP on desktop or laptop
• In the top header, click App
• A popup will open
• The popup will show a QR code for your SarasX server

• Open SarasX Connect on your phone
• Choose the option to scan the server QR code
• Point the camera at the QR code shown in ERP
• After scanning, the mobile app will store the server connection detail

Note: If the user is not in front of the computer or cannot access the QR code for scanning, send the server link by another channel and paste it into the box available in the app

• In the mobile app, provide your User Id
• Submit the request to generate OTP
• You will receive the OTP inside SarasX ERP as Live Notification on the top right corner of the screen
• If email notification is configured, the OTP may also be sent by email
• Enter the OTP in the mobile app to complete sign-in

Note: It is also must to have either “Setup Email” configured or user loged into the desktop version of SarasX ERP to receive the OTP.

If the Mobile App option is not visible in the ERP header:

• Check whether mobile app access is enabled for the user
• If admin has just changed the user settings, ask the user to sign out and sign in again so that the latest mobile access setting is applied

• The QR code connects the app to the correct SarasX server
• The QR code does not sign the user in by itself
• OTP is still required to complete login
• Mobile app access should be enabled only for users who are expected to use the app
• If server address changes, the QR code should be scanned again