Onboarding
A guided, step-by-step setup of your ERPS X workspace, from the first company to go-live, with a named contact and clear deliverables at every stage.
Who onboarding is for
Many customers set up ERPS X on their own during the 14-day trial: create a company, enable applications, add users and start working. Guided onboarding is for teams that want an ERPS X specialist to do that with them, particularly when there are several companies, opening balances to load, a restaurant menu to configure, or a custom domain to map.
Six steps, each with a deliverable
The same process for every engagement, scaled to your scope. You always know what happens next and what you will receive.
Kick-off and scope
We meet your team, confirm which companies you will run, which products (ERPS, POS, RMS) and which department applications you need, how many users, and whether you want a custom domain. We agree the timeline in writing.
Workspace setup
Your company is created in the ERPS X panel and provisioned at {company}.erpsx.com with its own ERPS, POS and RMS databases. We set currency, language, company profile and enable the applications you licensed.
Users and roles
We create panel users and product users with the right access: department locks in ERPS, Admin, Manager and Cashier in POS, and Manager, Server and Cashier in RMS. Restaurant branding, tax and menu settings are configured from the panel.
Data load
Chart of accounts, opening balances, products and items, customers, suppliers, employees and menu items are loaded and reconciled with you. Larger or legacy sources go through our Data Migration service.
Walkthrough and validation
We run your real flows together: a POS sale and return posting into Accounting, a purchase and expense, a payroll run, a QR order confirmed by a waiter and closed by the cashier. You confirm each result.
Go-live and follow-up
Custom domain mapped if requested, team briefed, and a follow-up check-in scheduled after your first week of live use to clear questions and tune settings.
How we run the engagement
Clear ownership, written scope and hands-on configuration of all three products.
One named contact
A single ERPS X specialist who knows your setup runs the whole engagement and answers your questions.
Written scope and checklist
Every step above has a deliverable you can tick off, so there is no ambiguity about what "done" means.
All three products
We configure ERPS departments, POS journal posting and RMS menu and staff together, not as separate projects.
Recorded walkthroughs
Working sessions can be recorded for your team to replay when new staff join.
Reconciled data
Opening balances and master data are checked against your source before you go live.
Standard support continues
After onboarding you keep the email, live chat and ticket support included in every plan.
Choose the plan your workspace runs on
Onboarding is a service on top of your subscription. Plans are billed monthly in USD; the full comparison is on the pricing page.
Basic
- 5 users
- Up to 2 companies
- ERPS (ERP)
- Point of Sale
- Restaurant Management
- 50 GB storage
Standard
- 10 users
- Up to 5 companies
- ERPS (ERP)
- Point of Sale
- Restaurant Management
- 150 GB storage
Professional
- 100 users
- Up to 10 companies
- ERPS (ERP)
- Point of Sale
- Restaurant Management
- 500 GB storage
Enterprise ($100/month) and every plan's limits are listed on the pricing page. Onboarding is quoted separately after the kick-off call.
Request onboarding
Tell us about your business. An ERPS X specialist will reply within one business day to schedule the kick-off call.
Prefer to explore first?
Create your own workspace on the free 14-day trial. No card required. You can request guided onboarding at any point.