Getting Started Guide

About the RazorERP Getting Started Guide

This getting started guide intends to prepare you to start using the system as quickly as possible.

This guide is divided into a few areas:

• How to Prepare - These are the things you need to do before starting to use RazorERP

  • Hardware Requirements - What hardware do I need to use Razor?

  • Software Requirements - What additional software do I need?

  • Shipping Accounts - Set up you labels and shipping accounts

• What to Review - Some links to KB articles you should read before diving in

  • Location Management - Set up your warehouse location information

  • Equipment Management - Set up the truck and other tracked equipment you have in your business

  • Managing Roles - Roles are how you control what can be done by users

    • CEO - What can the CEO do and see

    • Admin - What can the admin do and see

    • User - What can a general user do and see

    • Warehouse Manager - 

    • Sales Admin - 

    • Sales Manager -

    • Shipping Manager -

    • Warehouse Worker - 

    • Sales / CSR - 

  • Managing Users - How to add, edit, deactivate, assign roles, set up passwords, etc.

    • Create Users - Creating a new user

    • Edit Users - Make changes to user information, roles and other settings

    • Reset Password - 

    • Deactivate Users - 

• Training Schedule - A review of training modules and available tele-conference trainin

• Install the Razor Remote Printer Service