Quick Start

Get up and running with ERPX quickly. This guide covers the essential first steps after your organization is configured.

This guide assumes you have already completed Organization Setup. If not, start there first.

Log In to ERPX

Open your browser and navigate to your ERPX instance URL. Log in with your credentials.

Explore the Dashboard

After logging in, you will land on the main dashboard. From here you can:

View key business metrics and summaries
Access shortcuts to frequently used modules
See pending approvals and tasks assigned to you
Check recent activity across the system

Navigate the Modules

Use the top navigation bar or the sidebar to access any module. Each module has its own section with forms, lists, and reports.

Tip: Use the search bar at the top to quickly jump to any form, report, or record in the system.

Create Your First Record

Try creating a simple record to get familiar with the system. For example:

HR → Add a Department, then add an Employee
Inventory → Add an Item Group, then add an Item
Sales → Add a Customer, then create a Quotation

Each form has required fields marked clearly. Fill them in, save, and explore the record.

Set Up Your Team

Once you are comfortable with the system, create user accounts for your team members. Navigate to Settings → Users → New User and assign the appropriate role.

Quick Access by Role

Add departments, employees, configure leave policies, and run payroll.

👥 HR Manager

Create quotations, process orders, and generate sales invoices.

🛒 Sales Executive

Raise purchase orders, receive stock, and process supplier payments.

🏭 Purchase Manager

Post journal entries, reconcile accounts, and generate financial statements.

💰 Accountant