Welcome to the ERP!

This guide will walk you through setting up and using your ERP system step by step. Think of it as your personal tour guide to managing your manufacturing business more efficiently.

What You'll Learn

This guide covers the essential tasks you need to master:

• 👥 Managing Your Team - Adding users and setting up roles
• 📦 Managing Inventory - Adding materials, suppliers, and tracking stock
• 🏷️ Managing Products - Creating products and setting up bills of materials
• 👤 Managing Customers - Adding customers and their contacts
• 💰 Managing Sales - Creating quotes and managing the sales process
• ⚙️ Managing Production - Converting quotes to work orders and tracking production
• ✅ Managing Quality - Setting up quality control and inspections
• 📊 Using Dashboards - Customizing your view and monitoring performance

Quick Start Checklist

Before diving in, here's what you'll accomplish:

• Add your first team members
• Set up your material inventory
• Add your key suppliers
• Create your first product
• Add your first customer
• Create and send your first quote
• Convert a quote to a work order
• Track production progress
• Complete quality inspections
• Ship and invoice

Ready to get started? Let's begin with the basics!

First Steps

Accessing Your System

1. Open your web browser and go to your ERP system URL
2. Sign in with your admin username and password
3. You'll see your main dashboard - this is your command center!

The dashboard shows you:

• Production overview - current work orders and their status
• Recent activity - latest updates and notifications
• Quick actions - buttons for common tasks
• Performance metrics - key numbers about your business

Understanding the Navigation

On the left side of your screen, you'll see the main menu organized into sections:

• OVERVIEW - Dashboard and your personal work
• INVENTORY & SUPPLY - Materials, products, suppliers, purchasing
• SALES & CUSTOMERS - Customers, contacts, quotes
• PRODUCTION - Work orders, jobs, quality, shipping, maintenance
• FINANCIAL - Billing and financial management
• ADMINISTRATION - Users, settings, reports

Next Steps

Now you're ready to start using the system! Choose what you'd like to learn first:

• Adding a User - Learn how to add team members and set their roles
• Adding a Material - Set up your inventory with materials and supplies
• Adding a Supplier - Add your suppliers and their contact information
• Creating a Product - Build your product catalog with bills of materials
• Adding a Customer - Add customers and manage their information
• Creating a Quote - Create professional quotes for your customers
• Managing Work Orders - Convert quotes to production work orders
• Quality Control - Set up and manage quality inspections
• Using Dashboards - Customize your view and monitor performance

Each guide includes step-by-step instructions with screenshots and tips to help you master that specific task.

Need Help?

• 📖 Check the other guides in this documentation
• 🎯 Use the search feature to find specific information
• 💬 Contact support if you need additional help

Let's get you up and running with your manufacturing ERP system!