User Manual

Everything you need to run your company on your own ERP — from signing up to daily sales, purchasing, stock and accounting work.

1. Getting started
   What the system is, how your ERP is created, and the two places you log in.
2. Signing up and the wizard
   Creating your account, choosing your address and branding, and starting the trial.
3. A tour of your ERP
   Finding your way around, and the draft / submitted / cancelled rule that governs everything.
4. Your team: users, roles and permissions
   Inviting colleagues, choosing the right role for each job, and seat limits.
5. Items, customers and suppliers
   The master data every other document depends on — get this right first.
6. Selling: quotation to invoice
   The core sales cycle — quotation, sales order, delivery note and sales invoice.
7. Buying and stock
   Purchase orders and receipts, warehouses, stock movements and counting.
8. Your counter: supermarket, pharmacy, restaurant
   The day at the till — selling, the receipt, barcodes, deliveries, the shelf count, batches and expiry, the menu, closing.
9. Your clinic
   Patients, practitioners and appointments, and billing a visit as a Patient Bill.
10. Your online shop
    Publishing products, taking payment, packing orders with the packing slip, your own domain, WhatsApp receipts.
11. Accounting basics
    Your chart of accounts, taxes, payments and the reports that matter.
12. Marketing tools
    CRM, email campaigns and newsletters — sending from your own domain.
13. Storage and backups
    Set this up on day one: where your backups go and what they contain.
14. Billing, trial and subscription
    How the trial and monthly billing work, and what happens when you cancel.
15. Ask Nezmaro: the assistant
    Asking how to do something, what an error means or what your figures say — and using your own AI.
16. Troubleshooting and support
    Common problems, their causes, and how to reach us so we can help fast.

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