ERPNext Quick Start Guide — All Employees
By on July 20, 2026
BeginnerERPNext Quick Start Guide
URL: https://erp.velobiotics.com
Your login: Your email address (e.g. warehouse@velobiotics.co.za)
Need access? Contact Cary Mabunda (admin@velobiotics.co.za)
First Steps — Day 1
- Log in — Go to erp.velobiotics.com and enter your email and password
- Find your Training Plan — Go to Help → Knowledge Base → search your role (e.g. "warehouse" or "bookkeeper")
- Complete Module 1 — Follow the step-by-step instructions in your training plan
- Log your first task — Go to Projects → Task and find your assigned tasks for today
Key Modules by Role
| Role | Main Modules | Daily Tasks |
|---|---|---|
| B2C Manager (Bridget) | Sales Order, Issue, Communication | Shopify sync check, customer service, TikTok imports |
| B2B Manager (Precious) | CRM Lead, Opportunity, Sales Order | Lead creation, order processing, outbound calls |
| Warehouse (Gad) | Pick List, Stock Entry, Stock Balance | Pick list scanning, stock receipts, transfers |
| Operations (Cary) | All modules, Payroll, Reports | System health, task management, approvals |
| Bookkeeper (Tsakane) | Accounts, Sales Invoice, Payment Entry | Invoice review, payments, bank reconciliation |
Golden Rules
• Everything goes in ERPNext — No customer interaction happens outside the system
• Search before you create — Always check for existing customers by email → phone → name
• Log every interaction — Use Communication to log calls, emails, WhatsApps
• Submit Pick Lists — No stock leaves the warehouse without a submitted Pick List
• Check KPIs weekly — Know your targets and track them
Where to Get Help
• System issues: Contact Cary Mabunda
• HR/Leave: Contact Cary Mabunda
• Payroll: Contact Tsakane Sebone or Cary Mabunda
• Training Plans: Go to Help → Knowledge Base in ERPNext
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