FAQ & Troubleshooting
Answers to frequently asked questions and solutions to common issues.
General
What is ERPX?
ERPX is a modern Enterprise Resource Planning (ERP) platform that integrates inventory, sales, purchasing, accounting, HR, manufacturing, and CRM into a single unified system.
What browsers are supported?
ERPX supports the latest versions of:
- Google Chrome
- Mozilla Firefox
- Apple Safari
- Microsoft Edge
Common Issues
I cannot log in to my account
- Verify your credentials: Ensure you are using the correct email and password
- Check Caps Lock: Make sure Caps Lock is not enabled
- Clear browser cache: Try clearing your browser cache and cookies
- Reset password: Use the “Forgot Password” link on the login page
How do I reset my password?
Click Forgot Password on the login page, enter your email address, and follow the instructions sent to your inbox.
Pages are loading slowly
- Check your internet connection: Ensure you have a stable connection
- Clear browser cache: Accumulated cache can slow things down
- Try a different browser: Rule out browser-specific issues
- Contact support: If the issue persists, reach out to our support team
Usage Questions
Can I import data from other ERP systems?
Yes! ERPX supports data import from CSV and Excel files. See the Data Import Guide for details.
How do I customize invoice templates?
Navigate to Settings → Print Templates → Invoice. You can customize the template and add your company logo, terms, and custom fields.
Can multiple users work simultaneously?
Yes. ERPX is a multi-user system with real-time collaboration. Each user has their own role and permissions.
How do I back up my data?
Navigate to Settings → Data Management → Backup to create a full backup of your data. You can schedule automatic backups or create manual backups at any time.
Security
How do I enable two-factor authentication?
- Navigate to Settings → Security
- Enable Two-Factor Authentication
- Users will be prompted to set up 2FA on their next login
How do I restrict API access?
- Use API keys with limited scopes
- Enable IP whitelisting in Settings → Security
- Set rate limits per API key
Getting Help
If your issue is not covered here:
- Search the docs — Use
Ctrl + Kto search all documentation - Email Support — support@erpx.io