Quick Start

New to Knowledge ERP? Follow this path top to bottom and you'll be running real work in well under an hour. Each step links to the full guide if you want detail.

1. Confirm your email address #

When you sign up we send a link to the address you gave us, and the first screen you see asks you to open it. Until you do, the rest of the app — including the plan page — is not available.

If it has not arrived, look in your spam folder. The same screen has your address in a box: press Send a new link to try again, or correct it first if it is wrong, and the new link goes to the corrected address. Correcting it also changes the address your receipts go to, and stops any earlier link working.

A link is good for 60 minutes. Opening an older one takes you back to this step, where you can send a new one.

Open the link in the same browser you signed up in. If you open it somewhere else, sign in first and you will be taken to it.

Already have a login from before? Nothing changes for you. The same goes for anyone you invite: accepting an invitation is opening a link we sent to their address, so they are not asked again.

2. Set up your plan #

Pick your tier and turn on the modules you need (Inventory, Sales, Appointments, Surveys). You can enable more later — a feature gated behind a module you don't have will tell you. See Account & Billing.

3. Invite your team #

Add users and assign roles so everyone has the right access. If people work at specific locations, use location-scoped roles. See Users, Roles & Permissions.

4. Create your locations #

Set up the locations (and bins) where stock lives — warehouses, rooms, vehicles. Everything in inventory hangs off a location, so do this before adding stock. See Inventory Management.

5. Add your products #

Stock is set up in two steps: a Product is the thing you stock or sell; a Unit is one tracked item of it.

1. Add your Products — one per kind of thing you stock ("Cordless Drill, 18V"). Choose each one's usage type — Consumable (sold or drawn down) or Returnable (reusable equipment you check out, loan, or rent) — set the price, the Amount + Unit of Measure, and any custom fields you need. Barcodes are generated automatically for fast scanning.
2. Then create the Units — the actual drills on the shelf. Each one gets its own location, bin, and status, and inherits its name, price, and usage type from the Product. Use quantity to create to add several identical Units at once.

See Inventory Management and Barcodes & Label Printing.

6. Add your customers #

Create your customers and contacts. The customer directory is shared across modules, so you can do this with just Inventory — no Sales module required.

7. Start transacting #

Now do the work your business actually does — pick what fits:

• Selling? Sales Orders & Invoicing
• Loaning equipment for free? Equipment Loans
• Renting equipment? Equipment Rentals
• Buying stock? Purchasing & Vendors
• Building things? Manufacturing & Work Orders
• Booking visits? Appointments & Scheduling

8. Find it again #

Once records exist, the search box at the top of every page is the fastest way back to one — by customer or vendor name, by document number, or by email. See Finding Records.

9. Let it run itself #

Once you're transacting, lean on the platform:

• Never run out — turn on Smart Reorder Suggestions.
• Automate the busywork with the Workflow & Automation Builder.
• Watch the numbers from Reporting & Dashboards.

10. Connect the rest #

See what connects in the Integrations Overview, then hook up the tools you already use — QuickBooks, Shopify, WooCommerce, ShipStation, and more — or build your own integration on the REST API.

That's the whole loop. Everything you set up here has a deeper guide in the sidebar when you need it.