Part 1 – Basic Operations covers configuring a new webERP company, creating items, basic purchasing and selling, introduces accounting, financial reporting and period closing, and ends with an introduction to human resources.
Chapter 1 – Getting Started. Covers logging into a new webERP site for the first time and learning about the webERP user interface.
Chapter 2 – Configure Company. Covers basic configuration of a new company.
Chapter 3 – Items and Bills of Materials. Covers creating items, the foundation of webERP, supplier information and bills of materials.
Chapter 4 – Purchasing. Explains the purchasing cycle, then shows how to create and set up a supplier, issue a purchase order, receive goods and issue payment.
Chapter 5 – Selling. Introduces the sales cycle, starting with creating a product and entering initial stock, and creating a customer, then creating a draft sales order or quote, and proceeding through creating an order, picking and shipping stock, invoicing and finally receiving payment. Concepts such as Units of Measure (UOM), Cost Price, Categories and Taxes, and Fiscal Periods are introduced along the way.
Chapter 6 – Accounting and Finance. Discusses how purchasing and selling introduced in Chapters 3 and 4 affect Accounts Receivable and Accounts Payable. This chapter also covers basic accounting reports and how to close a period.
Chapter 7 – Human Resources. This chapter begins by explaining the difference between users and employees, then introduces employee timesheets for recording effort to determine cost, and expands on security roles.