CS Suite Quick Start Guide - get started in 5 minutes

We designed CS Suite to be simple and intuitive, with a shallow learning curve. This guide aims to help you get started with your new CS Suite System and benefit from this excellent ERP System. Let's dive in!

Part I: Registration

Tip: if you have already registered, skip to Part II: Basic Configuration

» Step #1: Your profile

1. your profile includes your enterprise business details as well as the system user account
2. click CS Suite
3. enter your business details i.e. name, type ...
4. enter your system user details i.e. name, email ..., other users follow ...
5. click Register

When registering the profile, please ensure that the information is accurate and does not infringe or impersonate anyone.

Part I: Basic Configuration

With your CS Suite System account credentials, it's time to make some basic setup.

Tip: Your credentials may affect the way you see the system

» Option #1: Configure your ...

This is a do-it-yourself option.  Use the guide accessible in each module

» Option #2: for the ultimate experience, choose ...

We will take care of all the back-end technicalities for you for a small fee while you focus on supporting your customers

» Step #1: Your company {restricted}

1. your company logo, <optional> must not exceed 216x110 pixels and 25kb size
2. your company must have at least one branch
3. a registered user can have access one or more company branches
4. the user accesses modules through user roles

Tip: The initial default user accesses all modules with the administrator role.

» Step #1: Your company financial structure

1. create/edit your company financial structure
   • chart of accounts
   • budgets
   • cost, profit and investment centers
2. create/edit your company trading items
   • store items
   • revenue items
   • expense items 
   • payment mode items
3. allocate GL Account codes to your respective trading items

Tip: The system includes a default financial structure i.e. chart of accounts.