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Start with the installation or open the topic you have a question about directly. Each chapter explains the essential steps in plain language and shows relevant examples from netERP.
The chapters are not necessarily sequential. You can therefore jump in at any time via the menu on the left or via one of the tiles below.
Installation & Sign-inInstall the netERP client on Windows, Linux and macOS, connect it to the server, sign in and keep it up to date.Getting StartedRibbon, modules as tabs, list and form, dashboard, language, design and keyboard shortcuts.Lists & SearchSearch and sort within lists, select columns, group by columns and search across all modules with full-text search.Master DataCreate customers, suppliers, prospects and items, maintain contact and delivery addresses, numbering, deletion and record locking.DocumentsCapture quotes, orders, delivery notes, invoices and purchase documents with line items and bills of materials, and print them in German or English.Tickets & EmailSet up mailboxes, create tickets from emails, manage status and deadlines, reply with templates and log calls.SLA ContractsCreate service contracts from templates, define response and resolution times, and track automatic tickets and quotas.CRMThe CRM window with partner record, activities, opportunity pipeline, campaigns, GDPR consents and email association.Form DesignerReconfigure forms using the palette, object inspector and object tree, create tabs, activate versions and save the designer layout.Form ScriptingImplement events such as BeforeSave or OnExit in Pascal, validate and set fields, abort saving — with help and examples on F1.ReportsDesign reports in the report designer, inherit the letterhead, and set default reports per document type and language.AdministrationAdmin Center in the browser, users and Active Directory, single sign-on, roles and permissions, tenants, jobs, certificates and full-text search.HelpSolutions for common questions about connection, sign-in, updates and locks as well as contact support. Key areas at a glance
netERP connects master data, documents, tickets and customer contacts in a single interface. The following examples show the main areas. All illustrations originate from automated tests using fictitious sample data.
Dashboard and interface
Ribbon menu, modules as tabs and a dashboard with tiles for open tickets, key metrics and links.
More about the interface
Lists and search
Search, sort, choose columns and group by any column – fast even with large datasets.
More about lists
Tickets and email
Emails become tickets with status, priority and deadlines; the complete history remains attached to the ticket.
More about tickets
Master data
Customers, suppliers and items with addresses, prices and history – numbers assigned only on save.
More about master data
Customize forms
Each form can be rebuilt in the built-in designer and extended with custom validations via script.
More about the designer