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:

  1. Visit app.example.com/register
  2. Enter your email address and create a password
  3. Verify your email by clicking the link we send you
  4. 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:

ModuleRecommended For
InventoryBusinesses that manage physical products
AccountingAll businesses (recommended)
SalesBusinesses that sell products or services
PurchaseBusinesses that buy from vendors
POSRetail businesses with physical stores

Step 4: Add Users

Invite your team members to join the ERP:

  1. Go to Settings → Users
  2. Click “Invite User”
  3. Enter their email address
  4. Select their role (Admin, Manager, User, etc.)
  5. 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:

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