Setting Up ERPX
This guide walks you through everything you need to do before your team starts using ERPX. Follow the steps in order — each builds on the last.
ERPX is cloud-hosted. You only need a modern browser and your login credentials to get started — no installation required.
Before You Begin
Make sure you have the following ready:
- Your ERPX account credentials (provided by your administrator)
- Basic company information: name, address, currency, fiscal year start date
- A list of your departments and employee designations
- Your chart of accounts or a general understanding of your business structure
Setup Checklist
Access ERPX
Open your browser and navigate to your ERPX instance URL. Log in with the credentials provided by your administrator.
Change your default password immediately after your first login.
Set Up Your Organization
Configure your company profile — name, address, contact information, currency, fiscal year, and branch locations. → Organization Setup
Configure System Settings
Set your date format, timezone, language, email preferences, and user roles. → Configuration
Set Up Modules
Once your organization is configured, set up each module you plan to use. Modules are independent — set up only what your business needs. → Explore Modules
Add Your Users
Create user accounts for your team members and assign the appropriate roles and permissions based on their job function.
Start Using ERPX
Your system is ready. Begin entering transactions, managing employees, or processing orders depending on your business needs.
Setup Areas
Configure your company profile, fiscal year, currency, and branch locations.
🏢 Organization SetupSet up system preferences, email settings, user roles, and permissions.
⚙️ ConfigurationGet your first transaction done quickly with our step-by-step quick start guide.
🚀 Quick StartExplore all available modules and configure each one for your business.
📦 Modules