Quick Start Guide
Get your ERP system up and running in just 5 minutes with this quick start guide.
Prerequisites
Before you begin, make sure you have:
- A valid email address for account creation
- Basic information about your business (name, address, etc.)
- A modern web browser (Chrome, Firefox, Safari, or Edge)
Step 1: Create Account
Start by creating your account on our platform:
- Visit app.example.com/register
- Enter your email address and create a password
- Verify your email by clicking the link we send you
- Complete your profile information
:::tip Use a strong password with at least 12 characters, including uppercase, lowercase, numbers, and special characters. :::
Step 2: Setup Company
After logging in, you’ll be guided through the company setup wizard:
// Company configuration example
const companyConfig = {
name: 'Acme Corporation',
country: 'US',
currency: 'USD',
fiscalYearStart: '01-01',
timezone: 'America/New_York',
modules: ['inventory', 'accounting', 'sales', 'purchase']
};
Fill in the following information:
- Company Name - Your legal business name
- Country - Primary country of operation
- Currency - Default currency for transactions
- Fiscal Year - When your financial year starts
Step 3: Configure Modules
Select the modules you want to enable for your business:
| Module | Recommended For |
|---|---|
| Inventory | Businesses that manage physical products |
| Accounting | All businesses (recommended) |
| Sales | Businesses that sell products or services |
| Purchase | Businesses that buy from vendors |
| POS | Retail businesses with physical stores |
Step 4: Add Users
Invite your team members to join the ERP:
- Go to Settings → Users
- Click “Invite User”
- Enter their email address
- Select their role (Admin, Manager, User, etc.)
- Click “Send Invitation”
# Using the CLI to invite users
erp users invite john@example.com --role="Sales Manager"
erp users invite jane@example.com --role="Accountant"
What’s Next?
Congratulations! Your ERP system is now set up. Here are some next steps:
- Inventory Module - Learn how to manage your stock
- Accounting Module - Set up your chart of accounts
- Shopee Integration - Connect your Shopee store
- Advanced Configuration - Customize ERP for your needs