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Getting started

Create your account and company, set up the basics and find your way around.

Updated

Create your account

  1. Choose Start Free on the website and enter your email address, phone number and a password.
  2. Enter the code sent to your email to verify it.
  3. Sign in with your email and password.

Result: You can sign in to AYBN ERP. A deactivated or unverified account cannot sign in.

Create your company

  1. Open Organization from the Admin menu.
  2. Enter a unique company name and, optionally, the owner name.
  3. Save. AYBN creates the company with its starting set-up, and makes you its administrator.
  4. Add your GSTIN, PAN, address and contact details to the company details.

Set up the basics, in this order

  1. Financial Year: create the current year. The first year you create becomes the working year.
  2. Invoice Books: create document number series, each with its GST classification.
  3. Stores: create a store for each godown or shop.
  4. Items and units: add your items, or import them from an Excel sheet.
  5. Accounts: add customers and suppliers, or import them from an Excel sheet.
  6. Opening stock and opening balances, as at your start date.

Find your way around

  1. Use the sidebar to open a module. You only see the modules your role allows.
  2. Use the search, filters and page controls at the top of each list.
  3. Check the company and financial year shown in the navigation before entering transactions.

Screenshots coming: Screenshots for this topic are being prepared from a demo company.

Tips

  • If a module is missing from your sidebar, ask your administrator to grant it to your role.
  • Pick a start date at the beginning of a month so opening figures are easy to agree with your accountant.

See this workflow in AYBN ERP

Book a guided demo with your own examples.