RockifyERP Knowledge Base
Getting started
16 step-by-step RockifyERP guides on getting started. Choose a guide to get started.
Guides in this section
- What is RockifyERPRockifyERP is a business management system (ERP) that brings sales, stock, buying, accounting, payroll and HR into one place.
- Why your business needs an ERPMost growing businesses start with spreadsheets, a separate accounting package and stock counted on paper.
- Key terms in RockifyERPA few words come up again and again in RockifyERP.
- Your RockifyERP project championEvery successful RockifyERP rollout has a project champion: one person inside your business who owns the project.
- First login and finding your way aroundWhen you log in to RockifyERP, you land on your home screen.
- Global search in RockifyERP (Ctrl + K)The search bar is the fastest way to get anywhere in RockifyERP.
- Set up your company in RockifyERPThe company record holds your business's legal name, country, currency, tax details and default accounts.
- Country, currency and regional settingsYour company's country decides the default date format, currency and chart of accounts template in RockifyERP.
- System settingsSystem Settings control how RockifyERP behaves for everyone: date format, time zone, password rules, session length and more.
- Global defaultsGlobal defaults set the company, currency and fiscal year that RockifyERP fills in automatically on new documents.
- Session defaultsSession defaults let you choose which company, branch or warehouse RockifyERP fills in for you while you work.
- Change your language in RockifyERPEach RockifyERP user can work in their preferred language, and the system language sets the default for everyone.
- Number and currency precisionPrecision decides how many decimal places RockifyERP stores and shows for amounts, rates and quantities.
- Show or hide modulesYou can hide RockifyERP modules your business doesn't use, so menus stay simple.
- Dashboards in RockifyERPRockifyERP dashboards show your key numbers as charts and number cards, such as sales this month, stock value and money owed.
- Workspaces and shortcutsWorkspaces are the home screens in RockifyERP.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.