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:

Quick Setup Wizard

When you log into Quickenerp for the first time, the setup wizard guides you through the essential configuration. You can also manually launch it at any time from Settings > General Settings by clicking the "Run Setup Wizard" link at the bottom of the page.

Step 1: Company Information

This step sets up your company's legal identity. This information appears on all customer-facing documents – quotations, invoices, delivery slips, and reports.

Fields

Step 2: Default Currency & Language

• Default Currency – Select your primary currency (USD, EUR, GBP, etc.). This is the default for all transactions. You can add more currencies later in Settings > Currencies.
• Default Language – Select the default language for the interface. Users can change their own language in Preferences. Additional languages can be installed in Settings > Translations > Load a Translation.

Step 3: Install Apps

The wizard shows a grid of popular apps. Check the ones you need for your business:

• Sales – Manage quotations, sales orders, and customer relationships.
• CRM – Lead and opportunity pipeline management.
• Accounting – Invoicing, payments, bank reconciliation, and financial reports.
• Inventory – Stock management, warehouse operations, traceability.
• Purchases – Procurement and vendor management.
• Manufacturing – Bill of materials, production orders, MRP.
• Projects – Task management, timesheets, billable projects.
• HR – Employee records, contracts, time off, recruitment.
• Website – Website builder, blog, eCommerce, portal.
• eLearning – Create and manage online courses (this knowledge base).

Install more apps later from the Apps menu. Only install what you need – each app adds menu items and consumes system resources.

Step 4: Configure Email

Quickenerp needs email to send quotations, invoices, notifications, and marketing emails.

Outgoing Mail Server (SMTP)

Quickenerp connects to your email provider's SMTP server. Common configurations:

Incoming Mail Server (IMAP)

Optional but recommended: configure an incoming server so Quickenerp can:

• Receive replies to emails and attach them to records.
• Create records from incoming emails (e.g. a new lead from a contact form submission).
• Process email aliases for Discuss channels and helpdesk.

Step 5: Dashboard Tour

The wizard ends with a short interactive tour of the dashboard and main menus. Pay attention to:

• Where the app switcher is (top-left).
• How to access Settings.
• The location of the global search (Ctrl+K).
• How to open your user preferences (top-right avatar).

Post-Setup Checklist

After the wizard completes, you should verify:

1. Send a test email from Settings > General Settings to verify your SMTP works.
2. Check your company details are correct in Settings > Companies.
3. Install any additional apps you need from the Apps menu.
4. Create your first user (if you need other team members to access the system).

Tip: You can re-run the setup wizard anytime from Settings > General Settings – scroll to the bottom – click "Run Setup Wizard".

Importing Data into Quickenerp

The import feature lets you bulk-load data from CSV or Excel files. This is essential for:

• Migrating from another system (legacy ERP, spreadsheets).
• Loading a chart of accounts.
• Bulk-creating products, contacts, or orders.
• Updating existing records in bulk.

Import Process – Step by Step

1. Navigate to the model you want to import into (e.g. Contacts, Products, Chart of Accounts).
2. Switch to list view (not kanban).
3. Click the Favorites menu (star icon) next to the search bar.
4. Click Import Records.
5. Upload your file (CSV or Excel .xlsx).
6. Quickenerp reads the file headers and attempts to auto-match them to database fields.
7. Review the field mapping. Green check = matched. Yellow warning = ambiguous. Red error = not matched – you must map it manually.
8. For fields that are relationships (e.g. "Country", "Category", "Tax"), use the External ID or Name so Quickenerp can link correctly. You can download a sample template with correct headers.
9. Click Test Import to validate. Quickenerp checks the first 10 rows and reports any errors.
10. If the test passes, click Import to commit all rows.

Importing Related Records (Advanced)

For complex imports involving relationships:

Using External IDs

Each record in Quickenerp can have an External ID (also called XML ID). If you are importing related data (e.g. products and their categories), you need to:

1. First import categories and note their External IDs.
2. Then import products with a column for the category External ID.
3. Quickenerp links the product to the correct category.

Importing Many-to-Many and One-to-Many Fields

For fields that hold multiple values (e.g. Tags, Multiple Taxes):

Exporting Data

1. Navigate to the model and set up the filters and grouping to show the records you want.
2. Select individual records with checkboxes or leave none selected to export all.
3. Click the Actions menu (gear icon).
4. Click Export All Records or Export Selected Records.
5. A field selector appears. Check the fields you want to export. You can expand relational fields (e.g. Customer – Customer Name, Customer Email, Customer Phone).
6. Choose the Export Format: CSV (.csv), Excel (.xlsx), or PDF.
7. Check Include External IDs if you plan to re-import the data later (preserves record identities).
8. Click Export to download the file.

Import Best Practices

• Clean your data first – Remove duplicates, fix formatting, ensure dates are in a standard format (YYYY-MM-DD).
• Export a sample first – Export a few records from Quickenerp to see the correct column headers and field format.
• Use the test import – Always test before committing. Errors are much easier to fix on 10 rows than 10,000.
• Import in batches – For large datasets (100,000+ rows), split into multiple files of 10,000 rows each to avoid timeouts.
• Handle errors gracefully – Quickenerp shows which rows failed and why. Fix those rows and re-import only the failed ones (use a filter to exclude already-imported rows).