Moving off spreadsheets: a data migration plan for your first ERP
A practical plan for moving customers, products, suppliers, balances and stock from spreadsheets into Modulix: what to import, in which order, and how to check it worked.
Guides
Longer guides on choosing modules, moving off spreadsheets and setting up roles, written from how Modulix actually works.
A practical plan for moving customers, products, suppliers, balances and stock from spreadsheets into Modulix: what to import, in which order, and how to check it worked.
How to set up roles in Modulix so people have what they need and no more: built-in roles, custom roles, record scopes, separation of duties and how to review it all.
Which Modulix modules to turn on first, what each one brings with it, and how to add the ledger, purchasing or automation later without moving any data.