Dashboard & Quick Setup
Completed
- What is Quickenerp?
- Initial Setup Wizard – Step by Step
- Creating & Managing Users
- Customising Your Dashboard
- Importing Data from Excel/CSV
- Understanding the Interface
- Company Settings in Detail
- Installing & Managing Apps
- Best Practices for Quickenerp
- List View, Form View & Kanban Explained
- Search, Filters & Grouping
Initial Setup Wizard – Step by Step
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
| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Your legal business name as registered. Appears at the top of all documents. |
| Address | Yes | Street address, city, state, ZIP/postal code, and country. Used on invoices for tax compliance. |
| Phone | No | Primary phone number displayed on documents. |
| Yes | Used as the sender address for all outgoing emails (quotations, invoices, notifications). | |
| Website | No | Your company website URL. Appears in the portal and email footers. |
| Logo | No | Upload your company logo (ideal size: 200--60px, PNG/JPG). It appears on quotations, invoices, reports, and the customer portal. |
| VAT / Tax ID | Depends | Your tax registration number. Required for invoices in most jurisdictions. |
| Company ID | Depends | Your business registration number with government authorities. |
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:
| Provider | Server | Port | Security | Authentication |
|---|---|---|---|---|
| Gmail / Google Workspace | smtp.gmail.com | 587 | TLS | App Password (not your regular password) |
| Microsoft 365 / Outlook | smtp.office365.com | 587 | TLS | SMTP Authentication with your email/password |
| SendGrid | smtp.sendgrid.net | 587 | TLS | API Key as username |
| Mailgun | smtp.mailgun.org | 587 | TLS | SMTP credentials from your Mailgun account |
| Custom SMTP | Your server | 25, 465, or 587 | SSL/TLS or STARTTLS | As configured by your provider |
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:
- Send a test email from Settings > General Settings to verify your SMTP works.
- Check your company details are correct in Settings > Companies.
- Install any additional apps you need from the Apps menu.
- 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".
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