How to set up Aqid ERP for your industry

Retail, trading and distribution, contracting, restaurants and services each have a pack: the accounts they post to, an invoice template, the setup steps that matter and the reports to read first.

Steps

  1. Choose at sign-up

    Pick your Industry on the sign-up form, or Not sure yet (choose later).

  2. Or choose in Settings

    Under Settings → Set up for your industry, pick from Choose your industry and choose Apply.

  3. Work through the steps

    The Set up for … card on the Dashboard lists the steps left; tick the ones the books cannot show. Reports to start with lists the pack's reports.

  4. Change it later

    Choose Change, pick another industry and choose Apply: its accounts and steps are added, and the accounts you already have are kept.

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