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Accounting SaaS

Atlas ERP — user manual

How to work with Atlas ERP: nine sections, five of them with a walkthrough video.

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Module "Onboarding": First Time in the System

Your first day with Atlas ERP is setting up the workspace. The system guides you step by step through registration, chart of accounts selection, entering master data, and first doc…

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Module "Sales"

The Sales module covers the entire path from first customer contact to recording payment in your account. Each step is recorded as a separate document, documents are linked in a ch…

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Inventory

Inventory keeps quantity-and-value records of everything physically sitting in your warehouses: goods, materials, raw stock, finished products. You can see how much of each item is…

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Production

Production is for companies that manufacture their own goods. It lets you describe the recipe (bill of materials) for each product, launch production runs, issue raw materials auto…

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Services

Services is for companies that provide services — repairs, installation, maintenance, consulting and the like. Unlike trade, where you sell a finished item, in services what matter…

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Pricing

Pricing in Atlas is more than a list of prices. You can set up several price types (wholesale, retail, purchase), tie them to the NBU exchange rate, define a rounding rule that pro…

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Access and company settings

This section covers how to tailor Atlas to a particular kind of business and how to control who sees what. Atlas lets you hide financial amounts from users who do not need them and…

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Module "Purchasing"

The Purchasing module covers the entire path from identifying need to paying the vendor. Each step is recorded as a separate document: Purchase Order, Goods Receipt, Vendor Invoice…

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Cash & Bank

Cash & Bank covers the movement of money and how it connects back to invoices. Here you take cash in, pay suppliers, allocate payments against invoices, reconcile with the bank sta…