What you can do with Sherkety ERP
Sherkety ERP brings the covered Invoicing, Inventory, and Accounting work areas into one application menu. A landing screen is the first page for a work area, where its main groups and next actions are gathered. Use this page to choose the area that matches your work, open its landing screen, and continue to the detailed task page.
| If you need to… | Go to |
|---|---|
| Open a destination from the application menu | Navigation basics |
| Understand the application shell | Understanding the interface |
| Work from the Accounting landing screen | Accounting Dashboard |
| Work from the Inventory landing screen | Inventory Overview |
| Work with customers, products, and invoices | Customers, products, and invoices |
| Process inventory transfers and returns | Inventory transfers and returns |
| Run accounting reports and audit work | Reports and audit work |
| Get help when a destination does not open as expected | Getting help |
Before you start
Sherkety ERP starts from a signed-in application shell: the signed-in frame from which you open work areas. The available destinations and their ordering depend on your account, so use the labels currently shown in your application menu.
Prerequisites
- You are signed in to Sherkety ERP.
- You know whether your next task belongs to Invoicing, Inventory, or Accounting.
Choose the work area that matches your task
Invoicing covers customer-facing invoice and payment work. Inventory covers the movement, products, and reporting of stock. Accounting covers journals, bank activity, configuration, payments, budgets, assets, analytic accounting, and reports.
Use this table to choose the branch before opening a destination.
| If you need to… | Choose this work area |
|---|---|
| Work with invoices, customers, products, payments, follow-ups, or electronic invoicing | Invoicing |
| Work with receipts, deliveries, internal movement, products, warehouses, replenishment, or stock reports | Inventory |
| Work with journals, bank activity, taxes, payments, budgets, assets, analytic accounting, or financial reports | Accounting |
Steps
- Choose the row that matches your task.
- Select the corresponding application destination when it is shown in the menu.
Result: You have chosen the work area that matches your task and are ready to locate its destination.
Find a covered destination
An application tile is an entry that opens a work area from the application menu. Its visible name comes from the menu, so work from the name shown on your screen.
Steps
- Open the application menu.
- In the table below, select the destination label shown for the work area you chose.
| Work area | Destination |
|---|---|
| Invoicing | The destination label currently shown for this work area |
| Inventory | Inventory |
| Accounting | Accounting |
The application menu can show its sections on a mobile device or on a wider screen. The menu also provides a back control when you are on the home menu and a previous URL is available.
Result: The selected work area opens and its landing screen is visible.
Understand the covered work areas
The Accounting landing screen gathers customer, vendor, accounting, reporting, and configuration entry points. The Inventory landing screen gathers operations, products, reporting, and configuration entry points.
Use the headings and cards below to recognize the landing screen before choosing an action.
| Landing screen | What you can recognize there |
|---|---|
| Accounting Dashboard | Customers, Vendors, Accounting, Reporting, Configuration, Accounting Dashboard, Favorites, and Accounting Periods |
| Inventory Overview | Operations, Products, Reporting, Configuration, Receipts, Delivery Orders, PoS Orders, Manufacturing, and Repairs |
Counts displayed on Inventory cards vary by account. Use the card label, not a count from another account, to identify the work area.
Result: You can recognize the landing screen and its stable work groups before selecting an action.
Open Accounting or Inventory work
The landing screen is a starting point for operational work: Accounting presents entry points such as invoices, bills, bank activity, and accounting configuration, while Inventory presents stock-operation cards and their menus.
Steps
- Select the control in the row that matches the task you need to start.
| Task | Control |
|---|---|
| Configure accounting settings | Configure |
| Add a bank account | Add a bank account |
| Review an accounting entry point | Review |
| Start an accounting entry | New Entry |
| Start a customer invoice | New Invoice |
| Connect an accounting account | Connect |
| Start an accounting transaction | New Transaction |
| Upload accounting information | Upload |
| Work with receipts | Receipts |
| Work with delivery orders | Delivery Orders |
| Work with point-of-sale orders | PoS Orders |
| Work with manufacturing | Manufacturing |
| Work with repairs | Repairs |
| Open another action on an Inventory card | Dropdown menu |
Result: The action you selected is ready to continue the detailed work for that area.
When a destination does not open as expected
A wrong landing screen means the screen you see does not match the destination you requested.
For example, a request for the application-menu route can land on /web and show the theme
customizer instead of the destination menu.
| What you see | What to do |
|---|---|
| The screen does not match the destination you selected | Return to the application menu and select the visible Accounting or Inventory destination again. |
| The destination groups do not match the work area | Use the labels in Understanding the interface, then reopen the destination from Navigation basics. |
| You need the detailed task after the landing screen opens | Use the destination links in Know what to open next. |
Steps
- Read the heading on the screen that opened.
- Select the visible Accounting or Inventory destination from the application menu again.
- Compare the landing-screen groups with the selected work area.
The covered navigation path does not change a record stage or open a dialog by itself.
Result: The expected landing screen is open, or you have identified that the destination requires help with navigation.
Know what to open next
After you recognize the landing screen, continue to the page that owns the next task. The landing screens are entry points; the detailed pages explain the work performed after you open the relevant destination.
| After choosing… | Open next |
|---|---|
| Invoicing | Customers, products, and invoices |
| Inventory overview | Inventory transfers and returns or Inventory Overview |
| Inventory products and delivery | Products, packages, and delivery |
| Inventory warehouses and replenishment | Warehouses and replenishment |
| Inventory reports | Inventory reporting |
| Accounting journals and bank activity | Accounting journals and bank activity |
| Accounting reference data | Accounts, taxes, and currencies |
| Accounting reports | Reports and audit work |
Steps
- Choose the row that matches the work you want to continue.
- Select the linked page in that row.
Result: You have a detailed page for the work area you selected.
Was this page helpful?