Implementation & Onboarding
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How should a small business start ERP implementation?
Start with tenant settings, users, branches, products, customers, VAT, invoices, POS, and basic reports. Add procurement, HR, fleet, tenant websites, and integrations after the core team is comfortable.
Can FAREXA ERP support migration from Excel?
Yes. Migration can begin by cleaning products, services, customers, suppliers, opening stock, users, branches, and price lists before importing or entering operational records.
What data should be prepared before onboarding?
Prepare business details, VAT settings, currency, timezone, branches, users, roles, products, services, packages, customers, suppliers, and opening stock where available.
Can implementation be done module by module?
Yes. A phased rollout is recommended so each team learns the workflows that affect daily operations before deeper modules are enabled.
Is training needed?
Training is recommended for owners, cashiers, managers, procurement users, HR users, and report reviewers so each role understands its own workflow.