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πŸ“š Help Center

πŸš€ Getting Started

Follow these steps to set up your Tracelid ERP system.

1

Set up your company

Add your Suppliers, Materials, and Customers in Master Data.

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2

Configure Chart of Accounts

Review and customize your GL accounts for your business.

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3

Create your first Sales Order

Enter a customer order to start the order-to-cash flow.

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4

Process a Purchase Order

Order materials from a vendor using the procure-to-pay flow.

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5

Run your first financial report

View your Income Statement or Balance Sheet.

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