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. 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.

2. Invite your team #

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

3. 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.

4. Build your catalogue #

Stock is set up in two steps: a Product is the catalogue entry; 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.

5. 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.

6. 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

7. 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.

8. 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.

9. 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.