Your Comprehensive ERP Solution

e:corg connects master data, purchasing, sales, inventory and treasury work. Use these guides to set up the records your company needs and follow the relevant document flow.

Start with master data

• Change your interface language.
• Create your companies and warehouses.
• Create an item and choose its stock unit.
• Create a partner with customer or supplier roles.
• Set up company bank accounts.
• Create currencies and price types where needed.

Follow a purchasing flow

1. Enable and create terms of purchase.
2. Fill in and check the commercial parameters.
3. Create a purchase order.
4. Record the purchase from the order.
5. Register a payment to the vendor.

For a purchase entered independently, see purchase invoice creation.

Follow a sales flow

Start with terms of sales, customer contracts and sales order settings as required by your process. Then create the order, create its customer invoice and register the customer payment.

For a partial return from a customer invoice, see Returning goods from customers.

Continue with operations

• Warehouse management scheme.
• Receive goods.
• Ship goods.
• Transfer goods between warehouses.
• Delivery management.
• Advance payments.
• Preliminary cost of trading materials.
• Run preliminary or final cost calculation.

Available fields and actions depend on your configuration and permissions. Where guides include earlier screenshots or videos, follow their written notes about the current flow.

More workflows

• Item types and catalog rules, packaging and units and barcodes.
• Customer segments, sales opportunities, quotations and complaints.
• Planning scenarios and sales forecasts.
• Expense items, allocation and business-line results.
• Gift cards.
• Vendor returns and receipt discrepancies.
• Stock counts, reservations, demand-driven purchases and internal consumption.
• Bank statements and customer/vendor reconciliation.
• Cash transactions and employee advances and expense reports.