Connect ERP · User guide

Set up head office

Install Connect ERP on the office computer and sign in with the email and password we send you. Then open Company → Organisation:

• Company name in English and Arabic, CR number, currency, VAT
• Brands and branches; each branch gets its own store
• Central kitchens and warehouses, if you have them
• Bank details and invoice footer for sales invoices
• Manager approval limit for purchase orders

In Company → Users & access invite each person and choose their role: manager, storekeeper, chef, accountant, HR or viewer. You can limit a person to some branches.

Your data from Excel: Company → Import from Excel — download a sheet, fill it, upload it. Nothing is saved until every row is right. Work in this order: items and suppliers, then prices, opening stock, menu and recipes.