ERP Getting Started
This guide walks you through setting up the ERP app step by step. You will add warehouses, items, create a Bill of Materials, issue a work order, record production, and generate reports.
Step-by-Step Setup
Open ERP
From the App Launcher, open the ERP app. Ensure your company has ERP enabled. You will land on the ERP dashboard.
Add Warehouses
Go to Inventory → Warehouses. Create at least one warehouse (e.g., Main Warehouse, Production Floor). Warehouses are used for stock storage and production.
Add Items
Add raw materials (e.g., Component A, Component B) and finished goods (e.g., Finished Product X). Items must exist before you can use them in BOMs and work orders.
Create BOM
Go to Bill of Materials. Create a BOM for your finished product. Select the finished item, set quantity to produce, and add raw materials with their quantities and units.
Create Work Order
Go to Work Orders. Create a work order from your BOM. Set the quantity to produce, start date, and warehouse. The work order drives production.
Record Production
When production is complete (or partially complete), go to Production. Create a production entry linked to the work order. Enter quantity produced. Raw materials are consumed and finished goods are added to stock.
Generate Reports
Go to Reports. View Sales Register, Stock Summary, Stock Movement, and other reports. Use date filters and export to analyze your operations.
Tip: Start with a simple BOM (one finished item, a few raw materials) to learn the flow. Once you are comfortable, add more complex BOMs and multi-level production.