Welcome to Sherkety ERP! This guide will help you get started.
- Navigate to your ERP URL (e.g.,
https://your-company.sherkety.com)
- Enter your username and password
- Click Log In
¶ Main Interface
After logging in, you'll see the main dashboard with:
- Top Navigation Bar - Access to all modules
- Search Bar - Quick search across all data
- User Menu - Settings and preferences
- Main Content Area - Current module view
Click your name in the top-right corner and select My Profile to:
- Upload a profile picture
- Set your language preference
- Configure email signature
- Set up two-factor authentication
Use the top menu to access different modules:
- Sales - Manage quotations and orders
- CRM - Track leads and opportunities
- Accounting - Handle invoices and payments
- Inventory - Control stock
- Project - Manage tasks
- HR - Employee management
Each module offers multiple views:
- Kanban - Card-based visual layout
- List/Tree - Detailed table view
- Calendar - Timeline view
- Graph - Charts and analytics
- Pivot - Cross-tabulation analysis
¶ 4. Search and Filters
Use the search bar to find records quickly. Apply filters to narrow down results.
- Click the ? icon for context-sensitive help
- Check the documentation for detailed guides
- Contact your system administrator