General Options : To manage your general contacts, addresses and third parties like vendors, customers and prospects, use the menu " Thirds-parties " in the top menu bar. Overview :   To make work easy, by allowing to having options to search by g...

In order to get a general statistics birds eye view, click on " Third-party " on the very top of your left hand menu. To have an overview of your third parties, click " List " to see all third party entries. You can have a categorized overview by ...

Contacts Addresses Additionally to your third party options, you can manage further contacts and addresses. This is helpful, if one third party has more than one address and/or contact (e.g. HQ-address and warehouse addresses). These entries gener...

Overview  : On this screen  we will cover all the basic options we see under products and services area . To manage your " Products ",  click on " Products/Services " on the top menu bar. on the left hand side of the screen you can see the menus w...

Adding a new product To create a new product, click on " New product -> Products -> New produc t". Fill out all necessary fields. Choose if the product is for sale, for purchase or both, using the drop down menu saying " Status (Sell)" and "Status...

Stocks, warehouses & lots/serial numbers intERP lets you manage warehouses, stocks and lots/serial numbers too. Click on " Products/Services -> Stock " to get a birds eye view of your warehouses and any changes regarding the stock of your warehous...

Adding a new service : To create a new service, click on " New service ". Fill out all necessary details. Choose if the service is for sale, for purchase or both, using the drop down menu saying " Status (Sell) " and " Status (Purchase) ". Choose ...

Adding a new bill of material : To add a new BOM, click on " MRP -> Bills of materials -> New bill of material ". Alternatively, you can click the " plus " icon in your above mentioned overviews, on the top right corner. In the following form, fil...

Adding products to the material/manufacturing list Right after setting up a new BOM, you will be redirected to the further options of that specific BOM. Under the menu tab " BOM ", you can add all components/products, that are required for that ma...

To create a bank account for your company, go to " Banks/Cash " an click the " plus " icon in the top right corner. Alternatively, you can click on " Banks/Cash -> New financial account ".  Fill out the following form with all necessary details li...

Credit transfers Under the menu " Banks/Cash -> Banks/Cash -> Credit transfers ", you can transfer money between two company accounts. Choose the two accounts, where you want to do a transaction, from the respective drop down menus. Choose the amo...

Overviews:  Bank | Cash Section :   To get a birds eye view over your bank accounts and money transfers, click on " Banks/Cash -> Banks/Cash ". You will achieve the same by going to the menu section " Bank accounts ". 1. New Financial account : ...