Docs & help center
Everything you need to get up and running — from your first app to automation, live integrations, and security.
Getting started
- What is ERP MANAGEMENT? — One workspace, 25+ business apps, all sharing the same data.
- Create your account & workspace — Sign up and get a fully isolated workspace in seconds.
- Turn on your apps — Activate modules from the Apps grid; they appear in the sidebar.
- Finding your way around — Sidebar, global search, notifications, and the dashboard.
Core concepts
- Workspaces & data isolation — How your workspace keeps your data private and separate.
- Adding & editing records — Create, open, and edit records in any module.
- Selecting & deleting in bulk — Delete one record or many with select-to-delete.
- Importing & exporting data — Bring data in from spreadsheets or PDFs, and export any time.
- Money & currency — How amounts are formatted across the platform.
- Your team & roles — Invite teammates and control what they can do.
Apps & modules
- Dashboard & analytics — Your whole company at a glance.
- CRM — Leads, contacts, deals, and your sales pipeline.
- Sales — Quotations, orders, products, and subscriptions.
- Invoicing — Invoices, payments, and recurring billing.
- Inventory — Products, stock levels, transfers, and assets.
- Accounting — Chart of accounts, journals, banking, and tax.
- Purchasing — Vendors, RFQs, purchase orders, and bills.
- HR & Payroll — Employees, payroll, time off, and recruitment.
- Projects — Projects, tasks, milestones, and timesheets.
- Helpdesk — Support tickets, agents, and a knowledge base.
- More apps — Manufacturing, maintenance, field service, marketing, events.
Automation & integrations
Can't find what you need?
Guides expand as we ship. For anything not covered here, reach out and we'll help.