Getting Started – Having first logged in to the system and changed your password, follow this check list to set up the system. In general, it is possible to skip steps and return to them later as needed.

1 Create any other users. The number of users created is unlimited and does not affect your license fee. Set their user rights appropriately. In general give each user the “Management” right that allows users to see each other’s work. Admin -> Users


Check and enter your settings for the various drop-down lists used throughout the   system. The system is created with default values, but it is recommended to edit   or add the values that you use:

  • Payment terms e.g. “30 days net”
  • Delivery terms e.g. “EXW”
  • Delivery methods e.g. “Express post”

If   you are importing or exporting, the system contains a list of all countries   in the world, but those that you need to show should be marked as “Is in use”,   so you users do not need to scroll long lists every time.

If   you are using foreign currencies, add the relevant currencies to the list. Their rates will be set automatically when they are used in orders and invoices.

Enter   values for item families 1, 2 and 3. This is used to filter and group your   list of items. These can be changed later, as setting useful values usually   takes some thought.

Enter your own address. This will be used for the footers of documents such as orders and invoices.

Optionally add your logo in jpg format. The link is behind the Themes popup.

Review   any other items that maybe of relevance on the system settings screen.

Admin -> System settings -> System settings tab, then open the relevant popup   windows by clicking the links


If you are using an external, linked accountancy program, such as Xero or Sage   One, import the chart of accounts. This must be done before creating any   invoices. After the accounts are imported certain of them will be automatically   marked for use by Manu for one of the

following purposes:

  • Sales
  • Purchase
  • Receivables account
  • Payables account
  • VAT sales and VAT purchasing accounts if in VAT area.

Note that the import will bring in all accounts from you accountancy system, but of interest are only those needed for pre-booking sales and purchase invoices. The import process will attempt to identify which accounts are used for these purposes, but if your accountant has modified your chart of accounts from the standard you may need to set particular accounts manually from the Admin – System settings section before you can see them available on your invoices.

Invoicing -> Bookkeeping connection -> Bookkeeping export. Then connect and login to your accountancy system. Then press “Import chart of accounts”
4 Create or import your partners (i.e. customers and suppliers). Sales   -> Partners -> New, or Admin -> Start-up wizard to copy and paste in   partners
5 Create or import your material items
Each item needs a unique id which can be either numeric or alphanumeric. If you do   not have item ids the system will default to using a sequential number
Sales   – Items – New or

Admin   – Startup wizard to copy and paste in partners, or Warehouse -> Other   operations -> Data transfer -> Item properties transfer spread sheet,   or copy Manu Online support to migrate your data for you.

6 Add   product structure (aka bill of materials) to your manufactured items. Sales   – Items. Click open the item. Change the item to “Plan for manufacturing. On   the manufacturing tab either enter or upload (copy paste) the component items.

And the is a Getting Started guide for you Manu Online Cloud ERP System.

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