Dashboard & Quick Setup

The Apps Menu

The Apps menu (visible to administrators) lists all available modules. From here you install, update, and uninstall applications.

Installing an App

1. Click the Apps menu from the app switcher (☰) or from any module's menu bar.
2. The app store view shows available modules grouped by category. Use the search bar to find a specific app.
3. Click any app card to open its detail page. This shows:

• Description and features of the app.
• Version number and author.
• Dependencies – other apps required for this one to work.
• Screenshots (if available).

Updating Apps

When updates are available for installed apps:

1. Go to the Apps menu.
2. Click the Update button at the top of the app list.
3. Quickenerp checks for updates and shows which apps will be upgraded.
4. Click Confirm to proceed. The system may go offline briefly during the update.
5. Alternatively, you can update individual apps by opening their card and clicking Upgrade.

Note: Apps are updated on the server side by the Quickenerp team. You don't need to download anything. Updates include bug fixes, security patches, and new features.

Uninstalling an App

1. Open the app's detail page from the Apps menu.
2. Click Uninstall.
3. A confirmation dialog warns: "Uninstalling this app will delete all its data permanently."
4. If you're certain, type "YES" and click Uninstall.
5. All data belonging to that app is removed. This is permanent and irreversible.

Caution: Uninstalling an app deletes data. For example, uninstalling Sales deletes all quotations, orders, and customer invoices created in Sales. Invoices posted to Accounting remain (they are in the Accounting module), but their Sales reference is lost.

App Dependencies

Some apps depend on others. For example, the eCommerce app requires the Website app and the Sales app. Quickenerp handles this automatically:

Quickenerp Best Practices

Following these practices will ensure your Quickenerp experience is efficient, secure, and maintainable.

Daily Operations

• Use the Chatter Effectively – Add internal notes with @mentions to notify colleagues (e.g. "@john can you review this order?"). The chatter maintains a complete audit trail – every change, note, and email is timestamped and attributed to the user who made it. Never use external email for discussions about a specific record; keep it in the chatter where it's permanently linked.
• Archive Instead of Delete – When a record is no longer active (a customer who left, a product discontinued, a project completed), archive it (Actions – Archive) rather than deleting. Archived records are hidden from default views but:
• They remain accessible via the "Archived" filter.
• Historical reports still include them.
• Relationships to other records are preserved.
• They can be unarchived if needed.
• Set Smart Defaults – Configure default values in Settings to reduce data entry. Examples: default sales team, default warehouse, default payment terms for new customers, default tax for products. Every field you pre-fill saves time on every transaction.
• Master Filters & Saved Searches – If you run the same search daily (e.g. "Overdue invoices from VIP customers"), save it as a favourite search. One click replaces five clicks every time.

Automation

• Automated Actions – These server-side rules trigger when a record meets certain conditions. Examples:
• Send an email notification when a new order exceeds $10,000.
• Update the salesperson on a lead when the lead's country changes.
• Create a follow-up activity when an opportunity stays in "Proposal" stage for 7 days.
• Scheduled Actions – Automated cron jobs that run on a schedule. Examples:
• Send automated inventory reorder emails every Monday at 8 AM.
• Archive invoices older than 5 years every month.
• Generate a daily sales summary email to the management team.

Data Management

• Regular Backups – Quickenerp (as a SaaS) is backed up automatically by the platform. For your own reference:
• Export critical data monthly (Contacts, Products, Chart of Accounts).
• Use the Export feature to download Excel copies of your master data.
• Audit Trails – Enable field tracking for critical fields (Settings – General Settings – Technical – Field Tracking). Tracked fields show a history of changes in the chatter – who changed what and when. Enable for:
• Sales order prices and quantities.
• Invoice amounts.
• Product costs and sales prices.
• User access groups.
• Name Convention – Establish a consistent naming convention across your database. Examples:
• Customers: "Company Name (Country)" or as per your CRM standard.
• Products: "Category – Product Name – Attribute" (e.g. "Hardware – Steel Bolt – M10").
• Projects: "Client – Project Name" (e.g. "Acme Corp – Website Redesign").

Performance Tips

• Use filters aggressively – don't scroll through 10,000 records when a filter narrows it to 20.
• Close unused tabs – each open tab consumes browser memory.
• Use the mobile apps (iOS/Android) for on-the-go approvals and notifications.
• Report performance issues to support – slow page loads may indicate a need for optimisation.

Company Configuration (Deep Dive)

The company record stores all legal and operational information about your business entity. Access it via Settings > Users > Companies or Settings > General Settings – "Company" section.

Company Record – All Fields Explained

Multi-Company Setup (Advanced)

If your organisation runs multiple legal entities:

1. Go to Settings > Users > Companies and click Create to add each company.
2. Fill in each company's details independently (different tax IDs, addresses, logos).
3. Go to Settings > Users > Users, open each user, and in the Multi-Company tab:

• Add the companies the user should have access to.
• Set their Default Company – the one they start in when they log in.

Recent Company-Specific Features

• Company-Dependent Fields – Certain fields can have different values per company. For example, the same product can have different sales prices in different companies.
• Per-Company Email Servers – Each company can have its own SMTP/IMTP configuration, so invoices from Company A come from its domain and Company B from its domain.
• Sequences by Company – Each company can have independent numbering sequences (e.g. INV/2026/0001 vs INV-A/2026/0001).