Getting Started
Welcome to your ERP system. Follow these steps to set up your workspace and start managing your business operations.
Initial Setup
Set Up Your Company
Configure your company profile with name, address, and contact details. This information appears on documents and reports.
- •Add your company logo for branded documents
- •Set your default currency
- •Add tax registration number for invoices
Create Your First Project
Projects are the foundation of your ERP. All procurement, inventory, and costs are tracked by project.
- •Use a clear project code (e.g., PROJ-001)
- •Add a project manager for accountability
- •Set project status to 'Active' to start working
Set Up Warehouses
Warehouses track where your inventory is stored. Start with a main warehouse and add more as needed.
- •Create a 'Main Warehouse' for general inventory
- •Create site warehouses for project-specific stock
- •Virtual warehouses can track items in transit
Add Vendors
Vendors are your suppliers. Complete vendor records enable smooth procurement and payment processing.
- •Add bank details for payment processing
- •Include tax registration numbers
- •Categorize vendors by trade type
Build Your Item Catalog
Items are materials and products used in projects. A well-organized catalog speeds up procurement.
- •Use consistent naming conventions
- •Set correct units of measure
- •Group items by category
Key Workflows
Once set up, here's how the main processes work:
Procurement Workflow
Track materials from request to payment with full traceability.
Material Request → RFQ → Vendor Quote → Award → Purchase Order → Goods Receipt → Payment
Inventory Management
Know what you have, where it is, and where it went.
Goods Receipt → Stock → Issues/Transfers → Stock Counts
Financial Management
Complete financial tracking with audit trails.
Vendor Payments → Bank Reconciliation → Journal Entries → Reports
Common Tasks
Need More Help?
Explore our documentation to learn about specific features