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Quick Setup

Get Started Fast with Quick Setup in Invent ERP

Setting up your business software doesn’t have to be complicated. With Quick Setup in Invent ERP, you can configure your account in just five minutes, ensuring that all essential settings are in place so you can start working efficiently from day one.
Accessing Quick Setup
You can find Quick Setup in two easy-to-access locations:
  • The Homepage – A shortcut for a seamless start.
  • The Toolbar (Upper-Right Corner) – Always available for quick access.
Clicking on either option takes you directly to the Quick Setup page, where you can configure your key business settings step by step.
Step 1: Company Data
Start by entering your business details, including:
This information helps tailor Invent ERP to your business needs.

Pro Tip
Upload your company logo to personalize your system and give your documents a professional touch.

Step 2: Accounting Data
Ensure smooth financial operations by setting up:
  • Your main currency and additional currencies for transactions.
  • American Accounting Practices (if applicable), allowing you to record the cost of goods as an expense when invoiced instead of when received into inventory.

Want to learn more about American Accounting Practices? Check out our dedicated tutorial.

Additional settings include:
  • Automatic currency rate updates (available in certain countries).
  • Predefined terms and conditions for invoices, orders, and quotations—saving you time and ensuring consistency.
Step 3: Bank Data
Easily add and manage your banking details. To add a new bank, click the Quick Add icon and enter:
  • Bank Name
  • SWIFT Code
  • Country
Step 4: Tax Settings
Configure tax preferences to streamline compliance and accuracy:
  • Default Sales Tax – Automatically applied when adding new products.
  • Default Purchase Tax – Ensures consistent tax application.
  • Tax Return Periodicity – Set how often tax returns are filed.
  • Journal Selection – Define where tax return data is recorded.
Step 5: Report Customization
Make your business reports clear, professional, and branded by:
  • Adding custom headers and footers to match your company’s identity.
  • Defining the layout of invoices, quotations, bills, and reports for a polished, professional look.

Start Strong with Invent ERP

Quick Setup ensures you have everything in place to hit the ground running with Invent ERP. With these essential configurations done in just minutes, you can focus on what really matters—growing your business.

Need more guidance? Stay tuned for more tutorials, or reach out to our support team anytime.
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