Organization Setup

After logging in for the first time, the first thing you need to do is configure your company profile. This tells ERPX who your organization is and sets the foundation for all modules.

Complete your organization setup before adding employees, configuring modules, or creating any transactions. Many settings cannot be changed after transactions have been recorded.

Company Profile

Navigate to Settings → Company to fill in your organization details.

Enter Company Information

Fill in the basic details of your organization:

Field	Description	Required
Company Name	Legal name of your organization	✅
Company Short Name	Abbreviation used in document codes	✅
Country	Country where your company is registered	✅
Default Currency	Base currency for all financial transactions	✅
Tax ID / NTN	Tax registration number	✅
Company Email	Primary contact email	✅
Company Phone	Main contact number
Website	Company website URL
Address	Registered office address

Set the Fiscal Year

Define your financial year:

Field	Description
Fiscal Year Name	e.g., FY 2025–2026
Year Start Date	First day of the fiscal year (e.g., 01-Jul-2025)
Year End Date	Last day of the fiscal year (e.g., 30-Jun-2026)

Only one fiscal year can be active at a time. At year-end, you can close the current year and open a new one.

Configure Default Accounts

ERPX comes with a default chart of accounts for your country. You can customize it or accept the defaults:

Default Payable Account — Used for supplier invoices
Default Receivable Account — Used for customer invoices
Default Bank Account — Used for payment entries
Default Cost of Goods Sold Account — Used in sales transactions

Add Branch Locations

If your company operates from more than one location, define each branch:

Navigate to HR → Employee → Branch or Settings → Branch.

Field	Description
Branch Name	Name of the location (e.g., Head Office)
Address	Physical address of the branch

Each employee can be assigned to a specific branch, and reports can be filtered by branch.

Save and Confirm

Review all details and save. You will be redirected to the main dashboard.

What Happens Next?

Once your organization is configured, you can:

Set up users, roles, email, and other system preferences.

⚙️ Configure Settings

Add departments, designations, and employees.

👥 Set Up HR

Create item groups, warehouses, and your item list.

📦 Set Up Inventory

Customize your chart of accounts and configure tax settings.

💰 Set Up Accounting