ConnectERP

Business. Connected.

Introductory user guide · review draft

ConnectERP Main ERP

A role-aware operating guide for the connected sales, purchasing, inventory, accounting, payroll, compliance and reporting workspace.

Edition 1.0 draft · Reviewed 9 September 2026

Choose Save as PDF in your browser's print dialog. This exports the current draft guide; it is not yet the illustrated edition.

This is an introductory operating guide, not yet the complete illustrated training manual. Your company plan and assigned permissions determine the screens you can use. Practise with demo records; do not create test invoices or payroll postings in a live company.

1. Access and security

  1. Open the secure ConnectERP login and enter your named account details.
  2. Retrieve the time-limited authentication code sent to your registered email address.
  3. Enter the code within the permitted window. Do not share passwords, login codes or accounts.
  4. If access is missing, ask the company administrator to review your role rather than using another person's account.

3. Customer and sales cycle

Customer master data

Confirm legal name, contact, tax details, credit terms and opening balance before transacting.

Quotation

Select the customer, add clear line descriptions, quantity, price, discount and VAT treatment, then review totals.

Sales order

Convert or create the confirmed order and retain the customer reference and fulfilment context.

Invoice and collection

Issue the invoice only after checking supply and tax treatment; record receipts against the correct customer balance.

Credit note and refund

Reference the original sale, use the approved reason and confirm the effect on receivables, VAT, stock and payment.

Statements and follow-up

Review receivables and customer statements before sending reminders or taking collection action.

Quotation to sales order: the controls to use

  1. Open Create Quotation, choose the customer and review the date, items, quantities, prices and whether amounts include tax. Select Save Quotation.
  2. Review the saved record and Print PDF before issuing it. Use Edit while the quotation is a draft.
  3. Send to Customer is an external communication when a customer email is present. Without an email, the screen offers Mark as Sent. Do not use either action merely to experiment in a live company.
  4. If internal approval is required, wait for the authorised review. Approval may automatically send the quotation to the customer; the approver must check the recipient and content first.
  5. After the customer actually accepts a sent quotation, use Mark as Approved. This records customer acceptance, not internal approval.
  6. Use Convert to Sales Order on the approved quotation. Review the new order before saving it; retain the customer's reference where applicable.
  7. On a draft sales order, use Confirm Order only when authorised. A confirmed order exposes Convert to Invoice; a partially invoiced order may expose Convert Remaining to Invoice. Check remaining quantities to avoid duplicate billing.
Two different approvals: internal approval authorises issuance; customer approval records acceptance of the offer. Neither is evidence that payment has been received. Invoice issuance and MRA processing must follow your company's agreed operating controls.

4. Purchasing and suppliers

  1. Review the supplier, item descriptions, quantities, costs, tax and reference on the purchase order before issuance.
  2. Use Print PDF for review. Send to Supplier can send an external email; Mark as Sent is shown when no supplier email is available. Follow any internal approval requirement.
  3. Use Convert to Purchase to begin the related purchase record. For a partial conversion, use Convert Remaining to Purchase and verify the outstanding quantities.
  4. Reconcile against the actual supplier document and goods or services received before finalising the purchase. A purchase order alone is not evidence of receipt or payment.

Maintain reliable supplier details, raise an approved purchase order, record goods received where applicable, then enter the supplier bill against the correct supplier and documents. Review landed costs, payables and supplier statements before payment or settlement.

5. Products, stock and logistics

Use approved descriptions, units, SKUs, barcodes, selling prices and tax codes. Record opening stock through an agreed import or controlled adjustment. Use transfers for stock moving between locations and adjustments only for a documented count or correction. Review stock movements and valuation after each material change.

6. Finance and accounting

Operational documents can create accounting consequences. Finance users should review journals, bank activity, reconciliations, receivables, payables and period reports before posting manual adjustments. A journal must balance and should include a meaningful narration and supporting evidence.

Control: never use a journal to hide an operational error. Correct the originating transaction where the workflow supports it, or document the approved accounting treatment.

7. Payroll and people

  1. Confirm the payroll period, selected employees, salary structures and approved variable earnings or deductions before calculating a draft.
  2. Review every employee's amounts against the approved source records. Investigate differences before posting.
  3. Post to Ledger is the accounting action, not a preview. The application warns that it creates a summarised journal entry and cannot be undone through that action.
  4. After posting, follow the linked journal entry and review available View Payslip output. Reconcile payroll liabilities separately from recording their settlement.
  5. Discard Draft removes draft lines; it is not a way to reverse a posted payroll. Escalate a posted error for an approved correction process.

Maintain employee records, salary structures, statutory rates, attendance and approved leave before calculating payroll. Review earnings, deductions, employer contributions and net pay while the run is still a draft. Posting is a controlled step and should occur only after authorised comparison and approval.

8. Compliance and reporting

Use the compliance profile and calendar to track applicable obligations. Review VAT, annual records and management packs against source transactions. MRA e-invoicing is coming soon, subject to final MRA approval, and is not currently available. Ordinary invoices and VAT calculations are separate from MRA fiscalisation.

9. Everyday operating controls

  • Use named accounts and the least access required for each role.
  • Review totals, dates, counterparties, VAT and references before approval or posting.
  • Do not delete or recreate transactions merely to avoid a proper correction trail.
  • Reconcile customer, supplier, stock, cash, bank and ledger positions regularly.
  • Escalate unexpected errors before repeating a financial action.

Getting help safely

  1. Stop before repeating a sale, payment, approval or posting. Check whether the first attempt already created a record.
  2. Ask your company administrator or supervisor to check your permissions and the record status.
  3. Record the screen name, document reference, time of the issue, exact error and what you expected to happen. State whether you were using the demo or your live company.
  4. For screenshots, hide customer, employee, bank and other sensitive details that are not needed to explain the issue. Never send passwords, authentication codes, API keys or payment-card details.
  5. Contact info@connecticutcoltd.mu with that summary. Your email application opens; nothing is sent until you send it.

Do not create live test transactions to demonstrate an issue. Use the demo for practice and ask for an agreed correction process for a real transaction.