Getting Started with Smooth ERP Step by Step: From Sign-Up to Your First Working Day

Signing up for Smooth ERP and creating an ERP account for your company takes only minutes, but a proper start is what determines how smooth your move to a complete cloud business management system will be. In this guide we take you step by step: from creating your account on smootherp.com, to creating your organization and getting your own subdomain, then setting up your company and users and importing your data, all the way to your first real working day on the system.

You need no technical background and nothing to install — the system runs entirely in the browser and as a PWA on mobile, with a fully bilingual Arabic/English interface. All you need is an email address and a clear plan, which we lay out for you below.

Before you start: client account vs system users

Smooth ERP has two kinds of accounts, and it is important to tell them apart. The first is the client account you create on smootherp.com — your account as the subscription owner: from it you create your organization and manage your subscription, and you can recover its password anytime via an OTP code sent to your email. The second kind is the system users inside your organization — accountants, storekeepers, salespeople — whom you create yourself from inside your ERP, assigning each one their own permissions.

Starting with Smooth ERP from scratch

1. 1

   Register a client account on smootherp.com

   Go to smootherp.com and register as a new client with your email and basic details. This account is your gateway to managing your subscription, and if you ever forget the password, recovery is easy: request a reset, receive an OTP code on your email, and set a new password.

2. 2

   Create your organization

   From your client account, create your organization and enter your company name. The number of users available to you depends on the subscription profile you choose, so pick what fits your current team size — you can grow later.

3. 3

   Get your dedicated subdomain

   The moment your organization is created, your company gets its own subdomain (yourcompany.smootherp.com) with a database fully isolated from every other client. This is the link your team uses to access the system every day — save it and share it with them.

4. 4

   Set up your company and branches

   From the settings screen, enter your company details and add your branches — the system also supports running multiple companies if you have more than one entity. Configure the theme and print templates so your invoices and documents carry your company identity.

5. 5

   Invite users and assign permissions

   The first user in the system is an admin who can create the rest of the users. Create an account for each employee and define their permissions precisely per screen — read, create, or update — or organize them into groups and roles to speed up setup, so every employee sees only what concerns their work.

6. 6

   Import your data from your old system

   Instead of manual entry, use the ready import tools: chart of accounts with opening balances, products, price lists, journal entries, opening stock, and customer and vendor records — so you start on the system with your full history, not from zero.

7. 7

   Start your first real working day

   After reviewing your opening balances, go live: record invoices, payments, and stock movements as they happen, and follow the dashboard and reports. The system runs in the browser on any device — and install it as a PWA on your phone to follow your company from anywhere.

Which modules should you start with?

You do not have to switch everything on at once. The golden rule: start with the modules that touch your daily work directly, then expand gradually:

• Accounting and inventory: the near-universal starting point — money and goods first.
• Sales and purchasing: once products and accounts are stable, enable the full invoicing cycle.
• POS: if you have shops or direct sales outlets, with a cashier screen and sessions.
• Manufacturing or contracting: factories enable manufacturing orders and BOMs; contracting companies enable projects, budgets, and change orders.
• Fixed assets: when you want to register and track your company's assets in an organized way.

Practical tips for a smooth migration

• Pick a clear cutover date — the start of a month or fiscal period — and fix your opening balances at it.
• Clean your data before importing: remove duplicate products and unused accounts from your files first.
• Import in order: chart of accounts and products, then customers and vendors, then opening balances.
• Train each employee on their own screens only: sales staff on invoices, storekeepers on stock movements — do not drown anyone in the whole system.
• Review opening balances with your accountant before recording the first live transaction.
• Grant permissions wisely from day one — adjusting them later is easier than fixing mistakes caused by open access.

Frequently asked questions about getting started