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ERP Nexl User Guide
Step-by-step instructions for every part of ERP Nexl, from setting up your company to running payroll. Read it here, or download the whole guide as a PDF to keep or print.
PDF · 4.0 MB · 95 pages · Updated
New to ERP Nexl? Start here
- 1Getting startedCreate your account, set up your company and its admin login, then sign in to the ERP and learn your way around.
- 2Items, categories and tax ratesSet up what you sell and buy: tax rates, categories, packing labels and items with their prices, barcodes and opening stock.
- 3Sales invoices and returnsCreate cash and credit sales invoices, hold a sale for later, print invoices with your NTN and STRN, and take goods back with a sale return.
- 4Users, roles and permissionsGive each member of your team their own login, group them into roles and choose exactly which pages each role can see, add to, change and delete.
Getting started
Getting startedCreate your account, set up your company and its admin login, then sign in to the ERP and learn your way around.Plans, billing and the consoleChoose and buy modules, manage auto-renew, keep your company details up to date and understand what happens when a subscription ends.Settings and personal preferencesSet your company's currency symbol, discount options and invoice number prefixes, then make the ERP your own: language, font, text size, line height, colours, profile, password and guided tours.Users, roles and permissionsGive each member of your team their own login, group them into roles and choose exactly which pages each role can see, add to, change and delete.
Items and stock
Items, categories and tax ratesSet up what you sell and buy: tax rates, categories, packing labels and items with their prices, barcodes and opening stock.Sale & Purchase moduleStock levels and stock adjustmentsSee how much of each item you have, follow every movement in and out, and correct stock after a shelf count, damage, expiry or loss.Sale & Purchase module
Sales and purchases
Customers, suppliers and peopleAdd the businesses you sell to and buy from, record what they owed when you started, and follow every balance in their ledgers.Sale & Purchase moduleSales invoices and returnsCreate cash and credit sales invoices, hold a sale for later, print invoices with your NTN and STRN, and take goods back with a sale return.Sale & Purchase modulePoint of sale (POS)Ring up counter sales quickly with product search or a barcode scanner, take cash, give change, print an 80 mm receipt and hold carts for later.Sale & Purchase modulePurchase invoices and returnsRecord supplier bills to bring stock in and track what you owe, then send goods back with a purchase return.Sale & Purchase moduleReceipts and paymentsRecord money received from customers and paid to suppliers, and apply it to the exact invoices it settles.Sale & Purchase module
Banks and reports
Banks and bank transfersKeep a live balance and statement for each of your bank accounts, and record money moved between banks and cash.Sale & Purchase moduleBusiness reports and printingRun the sale, purchase, payable, receivable and stock reports for any period, print them with your company header, or save them as PDF.Sale & Purchase module
Accounting
How accounting works in ERP NexlYour everyday documents post themselves to a double-entry ledger. Learn what each one posts, how the chart of accounts and account mapping fit in, and how to bring in opening balances.Accounting & Finance moduleJournal entries, notes and cost centresPost your own journal entries for expenses, loans and corrections, adjust what a customer or supplier owes with debit and credit notes, and track profit by branch or project with cost centres.Accounting & Finance moduleBank reconciliation, period lock and year-endMatch your ledger to your bank statement, lock finished periods so they can't change, and close the financial year.Accounting & Finance moduleAccounting reportsRead your trial balance, profit and loss, balance sheet, ledgers, aged balances, party statements and tax report, and print any of them.Accounting & Finance module
HR and payroll
HR setup and employeesSet up departments, designations and holiday lists, add your employees with their ID and bank details, and handle leavers.HR & Payroll moduleAttendance and leaveMark daily attendance on a monthly grid, set up leave types and yearly balances, and approve leave requests. Both feed straight into payroll.HR & Payroll modulePayrollDefine salary components and structures, assign salaries, then run, review, post and pay monthly payroll. Also covers expense claims, employee advances and payroll reports.HR & Payroll moduleEmployee self serviceLet employees sign in to see their own payslips, leave balances and attendance, and request leave without going through HR.HR & Payroll module
Production
RecipesWrite down what goes into an item and what comes out of it — materials, wastage, co-products, by-products and standard extra costs — and see what a batch costs at today's prices.Production moduleProduction ordersPlan what to make, issue the materials, record what came out with its batch and expiry, and handle customer jobs, labels, batches and corrections.Production moduleProduction costing and reportsHow ERP Nexl works out what an item cost to make, what wastage and yield mean, what reaches your books, and the production reports and dashboard cards.Production module
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