Getting started
Practical workflows for the tools you use every day.
Practical guidance
Choose your company in the portal, open Business Apps and ask CedraStack to activate the modules agreed for your company. Access is separate from IT support plans.
An active app and your company permissions are both required. Owners have implicit permissions in the six commercial apps; HR requires explicit grants and an approved staff appointment.
Start in the apps you have: customers and commercial products in Sales; supplier bills in Expenses; shared physical product and supplier identities directly in Inventory. Inventory can run without Sales or Expenses. Configure warehouses, CRM, projects, Accounting and optional connected workflows as needed.
Review seller details before issuing documents. Use fictional practice records in a separate test company if available; avoid duplicating real transactions.