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Run a shop on EloERP

Follow these steps in order to set up a shop and run its first week: products, opening stock, the till, the end of the day, purchases and the reports at month end. Each step opens an article with the screens and buttons.

  1. Sign up and choose your business type

    Create your company's account in a few steps, choose the product and industry that fit your business, and start your free trial.

  2. Set up your company profile

    Add your logo, contact details, tax number, address and regional settings on day one, before you enter any invoice.

  3. Add branches and warehouses

    Add each shop, office or location as a branch, and the stores inside it as warehouses, so stock and documents are kept in the right place.

  4. Add users and give them roles

    Give each member of staff their own login, put them in the right branch and give them a role that opens only the screens they need.

  5. Add your products

    The order to set up categories, brands and units, then add products one by one or import them from a file.

  6. Enter opening stock

    Record the stock you already have on the day you start, per warehouse, at cost, typed in or imported from a file.

  7. Set up price lists

    Set up price tiers such as Wholesale or Distribution, enter a tier price per product, import prices from CSV and add quantity breaks.

  8. Set up payment methods

    Link cash, card, bank transfer and other ways of being paid to the right cash or bank account, and add your real bank accounts.

  9. Take a cash sale at the till

    Scan or tap the items, give a discount, take cash or card (or split it), complete the sale and print the receipt on the POS Terminal.

  10. Open and close a shift

    Start the cashier's shift with the opening float, count the drawer at the end, close the shift and hand it to the manager for the Z-Report.

  11. Sell when the internet is down: the offline till

    What the offline till (the POS app on a counter PC) does, how it differs from the online POS Terminal, what it can and cannot do without internet, and when your shop needs one.

  12. Record your first purchase

    Enter a supplier's bill as a purchase invoice so the stock comes in and the amount you owe is recorded.

  13. Take a payment and pay a supplier

    Record money a customer pays you with a receipt voucher, and money you pay a supplier with a payment voucher, settling their invoices.

  14. Read your sales reports

    Sales totals for a period, broken down by day, month or year, with your top 10 customers and top 10 products.

  15. Your first month end

    A checklist for the end of the month: match the bank, count stock, check who owes what, then read the trial balance, profit and loss and balance sheet.

  16. Let the AI help you run the business

    A tour of the AI in EloERP - asking about your books, voice entries, reading supplier bills, suggested orders, the WhatsApp briefing and connecting your own Claude or ChatGPT - and the rule that nothing posts until a person approves it.