Introduction#
What is EnigmaERP?#
EnigmaERP is business management software that keeps your operations in one place: finances, inventory, sales, purchasing, manufacturing and projects. A sale, a stock movement or a payment is entered once and flows through to your ledgers and reports automatically.
Your EnigmaERP account is hosted and managed for you. There is nothing to install, patch or back up — you sign in through your browser and start working. Upgrades, backups and monitoring are handled as part of your subscription.
What EnigmaERP covers#
| Area | What you do there |
|---|---|
| Accounting | Chart of Accounts, invoices, payments, journals, taxes and financial statements |
| Selling | Quotations, sales orders, delivery notes, pricing rules and customer records |
| Buying | Material requests, supplier quotations, purchase orders and supplier records |
| Stock | Items, warehouses, stock movements, batches, serial numbers and valuation |
| Manufacturing | Bills of materials, work orders, job cards and production planning |
| Projects | Projects, tasks, timesheets, costing and profitability |
What you can expect it to do#
- Keep a complete, balanced financial record of everything the business does.
- Track every invoice, payment and outstanding balance by customer and supplier.
- Show what is in stock, where it is, and what it is worth.
- Turn a quotation into an order, a delivery and an invoice without re-keying.
- Report on performance by company, cost centre, project or business unit.
- Give each person access to exactly the records their role requires.
Getting started#
Your account comes with your company, fiscal year and chart of accounts already configured. The fastest way to learn the system is to follow one complete cycle end to end before changing any settings:
- Create a Quotation for a customer.
- Convert it into a Sales Order.
- Record the delivery, then raise the invoice.
- Record the Payment Entry against it.
- Open the General Ledger and see the entries the cycle produced.
Once that makes sense, read Accounting for how transactions reach your books, and Items & Stock for how inventory is tracked and valued.
Key terms#
| Term | Meaning |
|---|---|
| Company | A legal entity with its own books, currency and fiscal year |
| Document | Any record you create — an invoice, an order, a stock movement |
| Draft | A saved document that has no effect on your books or stock yet |
| Submit | Confirming a document, which posts its accounting and stock effects |
| Cancel | Reversing a submitted document; the original stays visible for audit |
| Amend | Creating a corrected copy of a cancelled document |
| Master | A reusable record other documents refer to — a Customer, an Item, a Warehouse |
Browse by module#
Accounting
Chart of Accounts, invoices, payments, journals, taxes and financial reports.
Selling
Quotations, sales orders, pricing rules and the order-to-cash flow.
Buying
Material requests, supplier quotations, purchase orders and supplier records.
Items & Stock
Items, warehouses, stock entries, valuation and inventory accounting.
Manufacturing
Bills of materials, work orders, job cards and production planning.
Projects
Projects, tasks, timesheets, costing and profitability.
Getting help#
Search the whole documentation with Ctrl + K. If you are still stuck, email support@enigmaerp.com.