Introduction to Standard ERP

Standard ERP is an integrated accounting, CRM and ERP tool for working with Sales Order Processing, Stock Control and the Sales, Purchase and Nominal Ledgers, and for keeping track of contacts with Customers, organising mailshots and for planning activities of all kinds.

Standard ERP is a modular system. The number of modules available to a user varies with the installation. The minimum configuration (the Accounting package) comprises the System module, the Nominal, Sales and Purchase Ledgers with Multi-Currency capability, and a Calendar and Task Manager that you can use for contact management. To this, the Logistics package adds the Sales Order, Purchase Order and Stock modules. You can add further modules as required, including the Server module that is required in multi-user installations.

The Calendar and Task Manager allow you to record the different tasks and events in the business day, such as customer contacts for sales, service support, consultancy appointments etc. Each task or event is known as an "Activity". You can view, review, change and add Activities at any time, using them as a planning and monitoring tool for a sales force, or as a tool to log telephone calls to a customer service centre, and in many other ways.

Standard ERP contains full internal mail, email and conferencing facilities. These features, together with the External Gateway and web server, mean that users can be online from anywhere at anytime. This means that employees can always be in touch with each other. The program also supports communications methods such as Skype, Asterisk-based SIP (Session Initiation Protocol) and SMS text messaging. Using the Business Communicator window, you can initiate outgoing communications using any of these methods from a single screen. Whichever communications method you use, you can record details about each incoming and outgoing communication as you talk, enabling you to build up a comprehensive communication history about each caller or contact person.

In this introductory section, we will describe the steps you need to follow to get started with Standard ERP. Topics covered include installation (both single- and multi-user) and the creation of a new database (again, both single- and multi-user).