Welcome to the guides
Everything the Greyield Labs ERP app does, screen by screen: each module, every setting, and how the pieces work together.
How the guides are organised
- Start here gets a new organisation running and explains signing in, getting around, and how modules and permissions decide what you see.
- One section per module (Receipts, Customers, Products, Inventory). Each has an overview, the working screens, and a How … connect page describing its links to every other part of the app.
- Reporting and Settings cover the platform areas every organisation has.
- Reference holds the full permissions list, the currency and time zone rules, a glossary and the current limitations.
Use the sidebar to move between pages, the search box to jump to one, and the "On this page" list on wide screens to jump within one. Every page ends with links to the previous and next page.
Sections
Start here
Getting started, signing in, getting around, modules and permissions, the dashboard.
Receipts
Issue, find, print and reprint receipts; work offline; branding, signatures, locations and custom fields.
Customers
Individuals and entities, the customer form, and customers on receipts and in reports.
Products
The price list: units, prices, active and inactive, and products on receipts and in stock.
Inventory
Stock records per product per place, adjustments and the trail.
Reporting
Running, previewing and exporting the ten reports.
Settings
Profile, Appearance, Locations, Organisation, Roles, Users and each module's settings.
Reference
Permissions, currency and time zones, glossary, limitations, getting help.
If you are new
Read Getting started, then Issuing a receipt. If you administer the organisation, continue with Roles and Users.