Help Center
How to do it in CRE8Rx ERP
40 step-by-step guides, with the exact menus and buttons you will see — from adding your first item to running payroll.
Each guide starts with a short answer, tells you where the screen is in the menu and who is allowed to use it, and then walks through the steps in the order you will do them. Where a step changes something else — a sales order approval moving the project into design, a GRN adding stock — the guide says so, so nothing happens that you did not expect.
The guides follow the way an order moves through a factory: masters first, then sales from quotation to an approved order, design and production, purchase and stores from requisition to goods receipt, dispatch and GST invoicing, and finally service, HR and settings. Most teams start with masters and one department, and add the rest when they are ready.
Getting started
- How to Create an Item in the Item MasterMasters → Items
- How to Import Items from ExcelMasters → Items → Import Excel
- How to Add a Client and a VendorMasters → Clients / Masters → Vendors
- How to Approve Requests on the Approvals PageApprovals
- How to Set Up Item Types and Item CategoriesMasters → Item Types / Masters → Item Categories
- How to Add a Warehouse or Store LocationMasters → Warehouses
Sales
- How to Create and Send a QuotationSales → Quotations
- Sales Order Approval Process in CRE8Rx ERPSales → Sales Orders, then Approvals
- How to Attach the Customer's PO or PI to a Sales OrderSales → Sales Orders → order form
- How to Add a Lead and Track Follow-UpsLeads
- How to Create a Quotation TemplateSales → Quote Templates
- How to Create a Project and Track Its StagesProjects
Design & production
Purchase & stores
- How to Raise a Purchase Requisition (Indent)Purchase → Requisitions
- How to Create and Send an RFQ to VendorsPurchase → RFQ
- How to Create a Purchase OrderPurchase → Purchase Orders
- GRN Process in ERP: Record Goods ReceivedStores & Inventory → GRN
- How to Issue Material from Stores to a ProjectStores & Inventory → Issues
- How to Transfer Material Between UnitsDispatch → Challans
- How to Create a Job Work OrderPurchase → Job Work
- How to Do a Stock Adjustment or Physical CountStores & Inventory → Adjustments
- How to Check Stock Levels and the Stock LedgerStores & Inventory → Stock
Dispatch & accounts
- How to Create a Delivery Challan for DispatchDispatch → Challans
- How to Create a GST Invoice and Record PaymentAccounts → Invoices, Accounts → Receipts
- How to Upload Drawings and Documents to a ProjectProjects → open a project
- How to Record a Vendor Bill and Pay ItAccounts → Bills / Accounts → Payments
Service
HR
Settings & alerts
Questions about the Help Center
Are these guides for the current version of CRE8Rx ERP?
Yes. Every menu path, button and field name in them was taken from the ERP's own screens, and a guide is updated when its screen changes. If something looks different in your account, your administrator may have hidden that module for your role.
Why can't I see a menu a guide mentions?
Menus follow your role. Settings and numbering are for admins only; purchase orders and RFQs are for admin and purchase. Ask your administrator if you need access to a module.
Where do I start if we are new to the ERP?
Set up your masters first — items, clients and vendors (Excel import saves time) — then follow the sales guides from quotation to sales order approval, and the purchase guides from requisition to GRN.