Dashboard & Quick Setup

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• Archive Instead of Delete – When a record is no longer active (a customer who left, a product discontinued, a project completed), archive it (Actions – Archive) rather than deleting.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.

Welcome to Quickenerp

Quickenerp is a complete business management platform that integrates every department of your organisation into a single system. Instead of using separate software for sales, accounting, inventory, HR, and customer management, Quickenerp brings everything together under one roof.

Core Philosophy

• Single Source of Truth – All your business data lives in one database. A sale order automatically updates inventory, triggers accounting entries, and updates customer history. No manual syncing required.
• Integrated by Default – Every module communicates with every other module automatically. For example, confirming a sales order creates a delivery order in Inventory, an invoice in Accounting, and a commission record in Sales – all without any additional configuration.
• Customisable Without Code – You can add fields, modify screens, and build reports using built-in tools. Developer Mode allows deep customisation without programming.
• Multi-Company Ready – Run multiple legal entities from a single database. Each company can have its own chart of accounts, inventory, and users, while sharing common data like products and contacts.
• Multi-Language & Multi-Currency – The interface supports 50+ languages. Customers can view their portal in their preferred language and pay in their local currency with automatic exchange rate handling.

What You Can Do with Quickenerp

Quickenerp provides over 30 core modules that cover every business function:

• Sales & CRM – Manage leads, opportunities, quotations, and orders. Track your pipeline with kanban views and convert prospects into customers with automated workflows.
• Accounting & Finance – Full double-entry accounting with automated journal entries, bank reconciliation, tax management, budgets, and 50+ financial reports.
• Inventory & Manufacturing – Track stock across multiple warehouses, manage reordering rules, handle lot/serial traceability, and run MRP planning for manufacturing.
• Purchases – Manage procurement, vendor price lists, three-way matching (PO/receipt/bill), and automated replenishment.
• HR & Payroll – Employee records, contracts, time off, recruitment, appraisals, and full payroll processing with salary rules and deductions.
• Website & eCommerce – Drag-and-drop website builder, blog engine, online store with cart/checkout, and customer portal.
• Projects – Kanban task management, Gantt charts, timesheets, and billable project tracking.

Quickenerp Editions

Quickenerp is offered in two tiers, so you only pay for what your business needs:

• Quickenerp Core – Includes all standard modules: Sales, CRM, Purchases, Inventory, Accounting, Projects, HR, Website, eCommerce, Discuss, Calendar, and more.
• Quickenerp Enterprise Features – Adds complete accounting (our custom module with full financial reporting), MRP manufacturing with advanced routing, payroll engine, eLearning (this knowledge base), email marketing, and multi-company consolidation.

System Requirements (Browser)

Quickenerp is a web-based application. No installation is needed on your computer. Supported browsers:

• Google Chrome (latest 2 versions)
• Mozilla Firefox (latest 2 versions)
• Microsoft Edge (Chromium-based)
• Apple Safari (14+, macOS/iOS only)

A stable internet connection of at least 2 Mbps is recommended for optimal performance.

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).