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Getting Started with ERP

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First steps

1. Open ERP from your dashboard at erp.blankl.ai
2. Review your Chart of Accounts (a default chart is created for you)
3. Set up your Fiscal Year
4. Add your Warehouses for inventory tracking

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Create your first sale

1. Add a Customer
2. Create a Quotation and send it
3. Convert the accepted quotation into a Sales Order
4. Create a Sales Invoice and record the Payment

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Create your first purchase

1. Add a Supplier
2. Create a Purchase Order
3. Receive items with a Purchase Receipt
4. Record the Purchase Invoice and Payment