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Getting started

If you're new to erplain, this is the place to be. Let's get you up and running!

  • Getting started Video

    This 4 minute video will guide you through the first steps of using erplain...

  • Main Settings

    Company settings Click on the 'Settings' menu then 'Company settings' Then, enter your company information: Make sure to upload your logo, it will be displayed on your Invoices, Purchases Orders and o...

  • Creating a product

    Before creating your first Estimate, Sales Order, Invoice or Purchase Order, you will need to create a product or service: A Product is a physical good, something you can see or touch. A Service is in...

  • Creating a customer

    To start using erplain, we recommend that you create at least one customer in your contacts: Click on the menu 'Contacts', then 'Customers', then 'Create Customer': Enter your customer's information: ...

  • Creating your first Invoice

    Let's start with a quick explanation on erplain's sales process. There are 4 types of documents: Estimates (Quotes) Sales orders Shipping Orders Invoices You can start the sales process by creating an...