Lewati ke konten utama

Getting Started

# Getting Started with Neuron ERP

Home / Product Documentation / Getting Started

This guide will help you get started with Neuron ERP quickly and efficiently.

Overview​

Neuron ERP is a comprehensive enterprise resource planning system designed to streamline your business operations. This getting started guide covers:

  • System overview and navigation
  • First-time setup
  • Basic workflows
  • Common tasks

Prerequisites​

Before you begin, ensure you have:

  • Valid user credentials (username and password)
  • Access to the system URL
  • Supported web browser installed
  • Network connectivity to the server

Supported Browsers​

Neuron ERP supports the following modern web browsers:

BrowserMinimum VersionRecommended
Microsoft EdgeLatest[OK]
Google ChromeLatest[OK]
Mozilla FirefoxLatest[OK]
Safari14+[OK]

Note: For the best experience, use the latest version of Microsoft Edge or Google Chrome.

Logging In​

Standard Login​

  1. Open your web browser
  2. Navigate to the Neuron ERP URL provided by your administrator
  3. Enter your Username
  4. Enter your Password
  5. Click Sign In
sequenceDiagram
    participant User
    participant Browser
    participant Server
    participant Database
    
    User->>Browser: Enter credentials
    Browser->>Server: Submit login
    Server->>Database: Verify credentials
    Database->>Server: Return user data
    Server->>Browser: Authentication successful
    Browser->>User: Display dashboard

Two-Factor Authentication (2FA)​

If 2FA is enabled for your account:

  1. Complete standard login steps
  2. Check your registered email/device for OTP code
  3. Enter the 6-digit verification code
  4. Click Verify

Google OAuth Login​

For Google-authenticated accounts:

  1. Click Sign in with Google
  2. Select your Google account
  3. Grant necessary permissions
  4. You'll be redirected to the dashboard

Understanding the Interface​

Main Dashboard​

After logging in, you'll see the main dashboard with key components:

graph TD
    A[Top Navigation Bar] --> B[User Profile Menu]
    A --> C[Notifications]
    A --> D[Quick Search]
    
    E[Side Menu] --> F[Financial Module]
    E --> G[Distribution Module]
    E --> H[Manufacturing Module]
    E --> I[Sales Module]
    E --> J[HR Module]
    
    K[Main Content Area] --> L[Widgets & KPIs]
    K --> M[Recent Activities]
    K --> N[Pending Approvals]

1. Top Navigation Bar​

  • Company Logo - Click to return to dashboard
  • Search - Global search functionality
  • Notifications - System and workflow notifications
  • User Menu - Profile settings, change password, logout

2. Side Navigation Menu​

Organized by modules:

  • Financial - Accounting and finance operations
  • Distribution - Inventory and procurement
  • Manufacturing - Production management
  • Sales - Customer and sales operations
  • HR - Human resources management
  • Administrative Tools - System configuration

3. Main Content Area​

  • Dynamic workspace based on selected module
  • Data grids, forms, and reports
  • Quick action buttons

Accessing Modules​

graph LR
    A[Dashboard] --> B{Select Module}
    B --> C[Financial]
    B --> D[Distribution]
    B --> E[Manufacturing]
    B --> F[Sales]
    B --> G[HR]
    
    C --> C1[Transactions]
    C --> C2[Reports]
    C --> C3[Setup]
  1. Click the hamburger menu (?) icon
  2. Expand the desired module category
  3. Click on the specific transaction or report

Basic Workflows​

Creating a Transaction​

Most transaction forms follow a standard pattern:

flowchart TD
    A[Start] --> B[Navigate to Transaction]
    B --> C[Click 'New' or 'Create']
    C --> D[Fill Required Fields]
    D --> E{Valid?}
    E -->|No| F[Show Validation Errors]
    F --> D
    E -->|Yes| G[Click 'Save']
    G --> H{Requires Approval?}
    H -->|Yes| I[Submit for Approval]
    H -->|No| J[Transaction Complete]
    I --> K[Pending Approval]

Step-by-Step Process​

  1. Navigate to the transaction menu
  2. Click New or Create button
  3. Fill in the header information
  4. Add detail lines if applicable
  5. Validate the data
  6. Click Save
  7. Submit for approval if required

Searching and Filtering​

Use the global search bar to find:

  • Transactions by document number
  • Customers or suppliers by name
  • Items by code or description

Grid Filtering​

Within data grids:

  1. Click the filter icon in column header
  2. Select filter criteria
  3. Apply filters
  4. Clear filters as needed

Advanced Filters​

For reports and complex searches:

  1. Click Filter button
  2. Set date ranges
  3. Select additional criteria
  4. Click Apply
  5. View filtered results

Generating Reports​

flowchart LR
    A[Select Report] --> B[Set Parameters]
    B --> C[Choose Date Range]
    C --> D[Apply Filters]
    D --> E[Generate Report]
    E --> F[View Results]
    F --> G{Export?}
    G -->|Yes| H[Select Format]
    G -->|No| I[Close]
    H --> J[Download File]

Standard report generation process:

  1. Navigate to Reports section
  2. Select desired report type
  3. Set parameters (dates, filters, etc.)
  4. Click Generate or Preview
  5. Review results
  6. Export if needed (Excel, PDF)

Common Tasks​

Creating a Sales Order​

  1. Go to Sales Order > Sales Order > Transaction
  2. Click Create New
  3. Select Customer
  4. Enter Order Date
  5. Click Add Line to add items
  6. Select Item Code
  7. Enter Quantity and Price
  8. Review totals
  9. Click Save
  10. Click Submit for approval (if required)

Processing a Purchase Order​

  1. Navigate to Distribution > Purchase Order > Transaction
  2. Click New Purchase Order
  3. Select Supplier
  4. Enter Order Date and Delivery Date
  5. Add purchase items
  6. Enter quantities and costs
  7. Save the order
  8. Submit for approval
  9. After approval, process receipt

Viewing Financial Reports​

  1. Go to Financial > General Ledger > Reports
  2. Select report type (e.g., Trial Balance, Balance Sheet)
  3. Set From Date and To Date
  4. Select Branch or Entity (if applicable)
  5. Click Generate
  6. Review the report
  7. Export as needed

Managing Inventory​

  1. Navigate to Distribution > Inventory > Transaction
  2. Select transaction type:
    • Receipts - Receive goods
    • Issues - Issue materials
    • Transfers - Move between locations
    • Adjustments - Inventory corrections
  3. Complete the transaction form
  4. Save and submit

User Profile Management​

Changing Your Password​

  1. Click User Menu (top right)
  2. Select Change Password
  3. Enter Current Password
  4. Enter New Password
  5. Confirm New Password
  6. Click Save

Updating Profile Information​

  1. Click User Menu
  2. Select My Profile
  3. Update personal information
  4. Upload profile photo (optional)
  5. Click Update

Setting Preferences​

Configure your preferences:

  • Language - Select interface language
  • Date Format - Choose date display format
  • Time Zone - Set your time zone
  • Theme - Light or dark mode
  • Dashboard Layout - Customize widgets

Approval Workflows​

Understanding Approval Status​

stateDiagram-v2 [*] --> Draft
    Draft --> Pending: Submit
    Pending --> Approved: Approve
    Pending --> Rejected: Reject
    Pending --> Draft: Recall
    Approved --> Posted: Post
    Rejected --> Draft: Revise
    Posted --> [*]

Transactions may have these statuses:

  • Draft - Being edited
  • Pending - Awaiting approval
  • Approved - Approved, ready to post
  • Rejected - Needs revision
  • Posted - Finalized and committed

Approving Transactions​

If you have approval authority:

  1. Check Notifications for pending approvals
  2. Navigate to the approval queue
  3. Review transaction details
  4. Add comments if needed
  5. Click Approve or Reject
  6. Confirm your action

Tips for Success​

Best Practices​

[OK] DO:

  • Save your work frequently
  • Use meaningful reference numbers
  • Add notes and comments for clarity
  • Review data before submitting
  • Keep your browser updated

[OK] DON'T:

  • Share your password
  • Leave your session open on shared computers
  • Delete posted transactions
  • Bypass approval workflows
  • Ignore validation warnings

Keyboard Shortcuts​

ActionShortcut
SaveCtrl + S
NewCtrl + N
SearchCtrl + F
RefreshF5
Close TabCtrl + W

Performance Tips​

  • Use filters to limit data in large grids
  • Close unused browser tabs
  • Clear browser cache periodically
  • Use date range filters in reports
  • Export large datasets instead of viewing online

Getting Help​

In-Application Help​

  • Hover tooltips - Hover over fields for help text
  • Help icons (?) - Click for context-sensitive help
  • Validation messages - Read error messages carefully

Additional Resources​

  • User Manual - Comprehensive feature documentation
  • Training Videos - Step-by-step tutorials
  • FAQ - Common questions and answers
  • Support Portal - Submit tickets and track issues

Contact Support​

If you need assistance:

  1. Click Help menu
  2. Select Contact Support
  3. Describe your issue
  4. Attach screenshots if helpful
  5. Submit the request

Or contact your system administrator.

Next Steps​

Now that you're familiar with the basics:

  1. Explore your assigned module(s)
  2. Review module-specific documentation
  3. Practice common workflows
  4. Attend training sessions
  5. Ask questions when needed
graph LR
    A[Basic Navigation] --> B[Your Primary Module]
    B --> C[Common Transactions]
    C --> D[Reports & Analytics]
    D --> E[Advanced Features]
  1. Week 1 - Navigation and interface
  2. Week 2 - Master data setup
  3. Week 3 - Transaction processing
  4. Week 4 - Reports and analysis
  5. Ongoing - Advanced features and optimization

Troubleshooting​

Common Issues​

Unable to Login​

  • Verify username and password
  • Check Caps Lock
  • Clear browser cache
  • Contact administrator for password reset

Page Not Loading​

  • Check internet connection
  • Refresh the page (F5)
  • Clear browser cache
  • Try a different browser

Data Not Saving​

  • Check required fields
  • Review validation errors
  • Verify you have proper permissions
  • Check for timeout (re-login if needed)

Summary​

You've learned:

  • [OK] How to log in and navigate the system
  • [OK] Understanding the interface layout
  • [OK] Creating and managing transactions
  • [OK] Generating and exporting reports
  • [OK] Managing your profile and preferences
  • [OK] Working with approval workflows
  • [OK] Getting help when needed

For detailed module-specific information, refer to the relevant module documentation.

Next: Architecture Overview | Module Documentation

Last Updated: January 2026