Enterprise Resource Planning (ERP) is a business management software that allows organizations to integrate and manage core functions efficiently. It helps businesses streamline processes, improve productivity, and make data-driven decisions.

1. 1

   Set Up Your Enterprise Account

   Begin your Drixal ERP journey by registering your organization and logging in as the Enterprise Admin. This grants you access to all configuration and management features.

2. 2

   Import Chart of Accounts

   Easily upload your existing chart of accounts using CSV import, auto-import tools, or manual entry. Ensure your financial structure is ready for seamless transactions and reporting.

3. 3

   Add Employees

   Populate your workforce by manually adding employees or importing a CSV file. Assign roles, departments, and permissions to streamline HR processes from day one.

4. 4

   Register Customer Accounts

   Create and manage customer profiles to enable sales, invoicing, and relationship management. Import existing customer data for a smooth transition.

5. 5

   Add Supplier Accounts

   Set up supplier profiles to facilitate procurement, purchase orders, and payment tracking. Maintain a centralized supplier database for efficient sourcing.

6. 6

   Upload & Map Products

   Import your product catalog and map items to relevant accounting and inventory modules. Ensure accurate stock tracking, pricing, and reporting from the start.

7. 7

   Configure Purchase Management

   Set up workflows for purchase requests, quotations, approvals, invoicing, and goods receipt notes (GRN). Automate procurement and monitor supplier performance.

8. 8

   Configure Sales Management

   Establish sales workflows for quotations, approvals, invoicing, and delivery notes. Track sales performance and manage customer orders efficiently.

9. 9

   Enable POS & Restaurant POS

   Activate retail and restaurant POS modules for seamless in-store transactions. Customize POS settings to match your business model and integrate with inventory and accounting.

10. 10

    Set Up Inventory & Migration

    Configure inventory locations, warehouses, and serial number tracking. Migrate existing stock data and set up automated stock alerts for optimal inventory control.

11. 11

    Finalize Accounting & Finance

    Complete your ERP setup by configuring financial modules, managing transactions, generating reports, and ensuring compliance with regulatory standards.