Choose Accounting or Inventory for the work you need to do.
Who uses Sherkety ERP
Sherkety ERP brings several application areas into one application menu. An application area groups menus for one kind of work. The covered entries are Accounting and Inventory.
| If you need to… | Start with |
|---|---|
| Work with customer or vendor records | Customers and Vendors |
| Work with journals or accounting management | Accounting |
| Read accounting reports | Reporting |
| Work with inventory operations | Operations |
| Work with inventory products | Products |
| Configure inventory or read inventory reports | Configuration and Reporting |
For the wider set of application capabilities, see What can you do with Sherkety ERP. For sign-in and first-day preparation, see Your first day.
Before you start
You need access to the relevant application area before its menus appear for your work.
Prerequisites
| Area | Access that controls its availability |
|---|---|
| Invoicing | Accounting read-only or invoicing access |
| Inventory | Inventory user or manager access |
| Accounting | Accounting read-only or invoicing access |
| Configuration under Inventory | Inventory manager access |
| Reporting under Inventory | Inventory manager access |
After you confirm your access, find the application area that matches your task.
Find the right application area
The application menu is where you choose the application area that matches your immediate task.
Prerequisites
- You are on the application-menu screen.
Steps
-
Choose the row in the table that matches your task.
If your task is about… Select Customers, vendors, journals, accounting management, or accounting reports Accounting Operations, products, inventory configuration, or inventory reports Inventory -
Select Accounting or Inventory.
Result: You have selected the application area that matches your work.
After choosing an application area, review what the application menu provides.
Use Navigation basics for the next navigation steps after choosing an application area.
Understand what the application menu shows
The application-menu screen is the starting surface for the covered application areas; it is not a record form or a work list.
Note: The application menu includes areas beyond Accounting and Inventory.
| What you look for | What this screen shows |
|---|---|
| Application areas | Accounting and Inventory are listed in the application menu. |
| Fields and grid columns | No fields or grid columns are shown on this screen. |
| Messages | No message text is shown. |
| Dialogs and panels | No dialog content is shown, and no panel or tab is expanded. |
| Buttons and stage changes | No buttons or stage changes are shown. |
The application menu also lists Contacts, Sales, Purchase, Manufacturing, and Employees. Those entries sit alongside the Accounting and Inventory areas.
For the broader shell, see Understanding the interface.
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