# BharatamVinyas — Training & enablement library

> **Web portal:** Run `bash apps/cloud/scripts/sync-training-portal.sh` then open `http://training.localhost/interactive/` (prod: `https://training.bvproperty.com/interactive/`). See [tech/85-training-portal-host.md](../tech/85-training-portal-host.md).

**Purpose:** Onboard BharatamVinyas staff, train sales, implement client go-live, and hand off role-based ERP guides to society admins.

**Last updated:** May 2026 · **Product:** Society ERP (`PL-SOC`) + Platform (`PL-ADM`) + CRM + Support

---

## Interactive training portal (HTML + PDF)

**Open in browser:** [interactive/index.html](interactive/index.html)  
Features: step wizards, checklists, progress saved in browser, print-to-PDF.

| Action | Command / path |
|--------|----------------|
| Open portal | `documentation/training/interactive/index.html` (double-click or Live Server) |
| **★ Combined PDF (EN + हिंदी)** | [master-training-bilingual.html](interactive/master-training-bilingual.html) → Print / `pdf-export/BharatamVinyas-ERP-Complete-Training-Guide-EN-HI.pdf` |
| Printable checklists | [checklists/all-phases-checklist.html](checklists/all-phases-checklist.html) |
| Hindi summaries (MD) | [hindi/00-hindi-sangkalan.md](hindi/00-hindi-sangkalan.md) |
| Export all PDFs | `bash documentation/training/scripts/export-pdfs.sh` → `pdf-export/` |
| Zip for Google Drive | `bash documentation/training/scripts/package-for-drive.sh` → `dist/*.zip` |
| Drive + Slides how-to | [interactive/GOOGLE-DRIVE-SETUP.html](interactive/GOOGLE-DRIVE-SETUP.html) |
| Slides import outline | [scripts/google-slides-outline.txt](scripts/google-slides-outline.txt) |

---

## How to use this library

| Audience | Start here |
|----------|------------|
| **BharatamVinyas internal** (Admin, Support, Dev) | [Interactive internal](interactive/internal.html) · [Markdown hub](internal/00-bharatamvinyas-training-hub.md) |
| **Sales / implementation** | [Interactive sales](interactive/sales.html) · [Playbook MD](sales/00-sales-onboarding-playbook.md) · **[ADDA vs MyGate battlecard](sales/01-bvproperty-vs-adda-mygate-battlecard.md)** (internal) |
| **Client MC / Secretary / Treasurer** | [Setup wizard](interactive/client-setup.html) · [Client hub MD](client/00-client-training-hub.md) |
| **Prospects (email / PDF)** | [Brochure HTML](interactive/brochure.html) · [Brochure MD](brochure/bharatamvinyas-society-erp-brochure.md) |

---

## Document map

### Internal (BharatamVinyas team)

| # | Document | Topics |
|---|----------|--------|
| 00 | [Training hub](internal/00-bharatamvinyas-training-hub.md) | Paths, logins, training order |
| 01 | [Platform Super Admin](internal/01-platform-super-admin-portal.md) | Tenants, modules, billing, RBAC catalog |
| 02 | [CRM & Sales portal](internal/02-crm-sales-portal.md) | Clients, quotations, subscriptions |
| 03 | [Support portal](internal/03-support-portal.md) | Tickets, ERP access, escalations |
| 04 | [Society ERP — internal module guide](internal/04-society-erp-modules-internal.md) | Every `MOD-*` + screen + tech doc link |
| 14 | [Events & triggers maintenance](internal/14-events-and-triggers-maintenance.md) | Messaging + automation catalog — [tech/02](../tech/02-events-and-triggers-maintenance.md) |

### Sales & implementation

| # | Document | Topics |
|---|----------|--------|
| 00 | [Sales onboarding playbook](sales/00-sales-onboarding-playbook.md) | Register client → users → roles → dashboard → training |
| 01 | [**ADDA vs MyGate battlecard**](sales/01-bvproperty-vs-adda-mygate-battlecard.md) | **Internal** — demos, objections, package mapping vs ADDA & MyGate |

### Client (society operators)

| # | Document | Topics |
|---|----------|--------|
| 00 | [Client training hub](client/00-client-training-hub.md) | Role matrix, quick links |
| 01 | [**Complete ERP setup guide**](client/01-complete-erp-setup-master-guide.md) | Masters → modules → go-live checklist |
| 02 | [Role-based quick guides](client/02-role-based-user-guides.md) | Admin, Secretary, Treasurer, Staff, Guard, Resident |
| 03 | [Finance modules](client/modules/03-finance-and-accounting.md) | Billing, cash book, GL, Tally |
| 04 | [Security & gate](client/modules/04-security-and-gate.md) | Visitors, passes, cameras |
| 05 | [Operations](client/modules/05-operations.md) | Helpdesk, fleet, utilities |
| 06 | [Governance & community](client/modules/06-governance-and-community.md) | Notices, AGM, NOC |
| 07 | [Amenities, parking, procurement](client/modules/07-amenities-parking-procurement.md) | |
| 08 | [Workforce & HR](client/modules/08-workforce-and-hr.md) | Attendance, payroll |
| 09 | [Configuration](client/modules/09-configuration-and-dashboard.md) | UI config, widgets, automation |

### Marketing

| # | Document | Topics |
|---|----------|--------|
| — | [Product brochure](brochure/bharatamvinyas-society-erp-brochure.md) | Client-facing overview (send as PDF) |

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## Local URLs (training demos)

Full reference: [tech/14-local-urls-and-logins.md](../tech/14-local-urls-and-logins.md)

| Portal | URL | Demo login |
|--------|-----|------------|
| Super Admin | http://admin.localhost | `admin@admin.local` / `password` |
| CRM | http://crm.localhost | `sales@crm.local` / `password` |
| Support | http://support.localhost | `support@support.local` / `password` |
| Society ERP | http://erp.localhost | `mc@erp.local` / `password` |

---

## Visual legend (colored boxes in guides)

All training guides use HTML callout boxes for scanability:

| Color | Meaning |
|-------|---------|
| Blue | Information / context |
| Green | Success / completed step |
| Amber | Warning / prerequisite |
| Purple | Step-by-step action |
| Teal | Link / navigation target |
| Red | Do not skip / compliance |

Templates: [_callout-templates.html](_callout-templates.html) (open in browser when authoring).

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## Export to PDF

1. Open any `.md` in VS Code / Cursor with Markdown PDF extension, **or**
2. Paste HTML sections into Google Docs / Canva for branded brochure PDF.
3. Brochure file is designed for **single-scroll client email** + print.

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## Documentation integration (audit)

| Doc | Purpose |
|-----|---------|
| [DOCUMENTATION-INTEGRATION-AUDIT.md](DOCUMENTATION-INTEGRATION-AUDIT.md) | Full folder audit — what’s covered vs excluded |
| [TECH-DOC-TRAINING-MAP.md](TECH-DOC-TRAINING-MAP.md) | Every `tech/*.md` → training destination |
| [PORTAL-COVERAGE-MATRIX.md](PORTAL-COVERAGE-MATRIX.md) | Portal/sidebar completeness matrix (Admin, CRM, Support, ERP) |

**Verdict:** Society **go-live path is complete** in training. WWW/marketplace, devops SRS, and **planned** MOD-RPT-001 are intentionally outside client PDFs.

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## Related technical docs

- [Events & triggers maintenance](../tech/02-events-and-triggers-maintenance.md)
- [Module RBAC & dashboards](../tech/81-module-rbac-and-dashboard-widgets.md)
- [Client onboarding import](../tech/31-client-onboarding-wizard.md)
- [Product master](../product/00-product-master-document.md)
- [UAT checklist](../qa/01-local-uat-checklist.md) — post-setup verification