Documentation overview

The documentation of the ERP FOSS online service is divided by task. Choose a section and open the page you need.

Getting started

• Getting to know the application: Overview of the articles for getting to know ERP FOSS - getting started, the interface, application settings and the mail system.
• Quick start: A short overview of the main steps for getting started quickly in ERP FOSS, from registration to purchasing and selling products.
• Registration, user account area and account details: How to register in ERP FOSS, log in to your account area, view account details, pay for the account and start over with a new database.
• Application interface: The general look of the ERP FOSS interface: modules, control panel, lists and item forms, module settings and language, and working with several modules.
• Program settings: General ERP FOSS settings to configure before you start: users, company details, tax reporting, bank account, subsidiary companies and data import.
• Mail system setup: How to set up ERP FOSS to send documents and tax reports by email - Google app password, outgoing mail server and the tax authority address.
• Getting started with the demo version: How to start with the ERP FOSS demo version: registration, choosing a solution, logging in, first steps and the user account area.

Products and customers

• Customers and suppliers: How to work with the partner list in ERP FOSS: customers and suppliers, the partner template, its properties, and tabs.
• Products: How to work with products in ERP FOSS: product types, the product menu and properties, template tabs, variants, accounts, and taxes.
• Importing products and partners: How to load products, services, customers and suppliers into ERP FOSS from Excel files: templates, the import wizard, replacing names and changing prices.

Purchases and sales

• Purchases and sales: Overview of the articles on purchases and sales - prices, cost, foreign currency settlements, advance payments, deleting documents and the report.
• Standard purchase and sales actions: Standard actions for purchasing and selling products: orders, delivery, invoices and payment registration.
• How to change the selling price: How to quickly change product selling prices after supplier prices change, using the markup on the purchase price set in the category.
• Cost of purchased products: How the program accounts for the cost of purchased products: manual periodic valuation and automatic valuation by average price or real price (FIFO, LIFO).
• Foreign currency settlements: How to purchase and sell in foreign currency, set up currency journals and exchange rates, and buy or sell the currency itself.
• Advance payments: How to record advance payments to suppliers and from customers in ERP FOSS and take them into account when finally paying an invoice.
• Deleting documents from the system: How to archive and delete documents in ERP FOSS, when deletion is not possible and what to do if a document cannot be deleted.
• Gross profit report: How to generate and configure the gross profit report - purchase and retail cost of sold products, profit and sales profitability.

Warehouse

• Warehouse setup and management: Overview of the articles on setting up and using the warehouse - locations, accounting, serial numbers, units of measure and reports.
• Warehouse locations, routes and drop shipping: Examples of warehouse options: multiple storage locations, receipt and shipment routes, custom routes and direct delivery from the supplier (drop shipping).
• Additional costs and warehouse inventory valuation: How to include additional costs, such as delivery, in the cost price of purchased products and how to get an inventory valuation.
• Serial numbers, lots, packages: How to track products by serial numbers and lots, control expiration dates, use packages, and account for product owners.
• Warehouse management: Overview of the Warehouse module - terms, menu items, operations, inventory control, schedulers, reports and settings.
• Different units of measure: How to set up different units of measure using feed that is bought by the bag and sold by weight, and how they work in purchases, sales, and stock balances.
• Warehouse reports: Overview of the most popular ERP FOSS warehouse reports: stock balances on a date, inventory valuation, product turnover and the product report.

Cash register and PRRO

• Selling in the POS terminal: How to work in the "Cash terminal" module - open a session, sell products, print receipts, process returns and close the session.
• Point of sale terminal settings: The settings needed to work with the "Cash terminal" module: general parameters, settings of a single cash register, payment methods and product categories.
• Reports in the point of sale terminal: Sales reports available in the "Cash terminal" module: sessions, orders, analytical reports and the printable "Sales details" report.
• Software cash register setup: getting started: How to start with a PRRO (software cash register): get an EDS key, register a business unit, the PRRO and a certificate on the tax portal, and set up ERP FOSS.
• Working with the software cash register in the basic package: How to open a PRRO (software cash register) shift in the basic package, fiscalize payments, issue returns and close the shift with a Z-report.
• Working in the "Software cash register" package: How to work in the "Software cash register" package: set up the company, create products, open a shift, fiscalize sales and close the shift with a Z-report.

Integrations

• Nova Poshta integration: Overview of the ERP FOSS integration with the Nova Poshta service and links to the articles on module setup and delivery processing.
• Setting up the "Nova Poshta Integration" module: How to get a Nova Poshta API key and set up the account and warehouse in the Nova Poshta module to create shipments.
• Creating a sale with Nova Poshta delivery: How to create a sales order with Nova Poshta delivery, track the delivery status and register cash on delivery payments.
• Working with the Prom.ua marketplace: How to set up the ERP FOSS integration with Prom.ua: access, loading and exporting products, processing orders, and synchronizing stock balances and prices.

Document management

• Document management solution: documentation sections: Overview of the "Document management" solution of the ERP FOSS service: online electronic document management and the list of documentation sections.
• User and department management: The article explains the basic definitions and features of managing users and departments in the document management system.
• First login to the document management system: How to log in to the document management system for the first time, change the language, time zone and password, and find the available applications.
• Working with employees (users): How to create, edit, and delete employees (users) in the document management system.
• Working with departments: How to create departments, view their employees and see the department hierarchy in the departments directory.
• Managing access rights: The article explains the role-based access model and how to assign users the roles for the functions of the document management system.
• Working with incoming correspondence: How to work with incoming correspondence - the letter card, resolutions and task execution.
• Working with outgoing correspondence: How to work with outgoing correspondence: the letter card, resolutions, and dispatch.
• Working with internal documents: How to work with your organization's internal documents: the letter card, resolutions and sending.
• Document registration and journals: How to set up document registration journals and the numerator used to generate registration numbers.
• Working with an electronic digital signature: How to sign document files with an EDS, verify signatures and download the EDS public key.
• Demo solution accounts: This page lists the document management user accounts and the departments of the demo data that are available after registration.

Production

• Production solution: documentation sections: Overview of the "Production" solution of the ERP FOSS service: bills of materials, production operation planning and the list of documentation sections.
• Simplified production management: How to run simplified production in the "Production" module - bills of materials, production orders, disassembly, scrap and reports.
• Managing production with orders: How to run production in the Production module using bills of materials and orders, and how to handle disassembly, scrap and reports.