INFAWORK Howto
INFAWORK is a comprehensive ERP software solution designed for small to mid-sized businesses that integrates accounting, production, inventory management, sales, HR, and customer relationship management into a single, user-friendly platform.
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Sign Up: Visit infawork.com and click on the Sign Up button to create a new account. The basic plan costs $39.99 per user per month.
Initial Setup: After signing in, set up your company profile and configure basic settings through the Admin module.
Add Users: Add team members and assign appropriate roles/permissions through the HR & Payroll module.
Configure Accounting: Set up your chart of accounts, connect bank accounts, and configure tax settings in the Accounting & Taxes module.
Set Up CRM: Import or add customer data, configure sales pipeline stages, and customize proposal templates in the CRM & Sales Management module.
Inventory Setup: Add products/services, set up warehouses, and configure inventory tracking in the Production & Inventory module.
Document Management: Create folder structure and upload important documents to the secure document storage system.
Configure Reports: Set up custom reports and dashboards using the report builder tool in Reporting & Analytics module.
Training: Utilize available support resources including help desk, knowledge base, and chat support to train team members on system usage.
Daily Usage: Begin using INFAWORK for daily operations with features like time tracking, sales management, accounting, and inventory control.
INFAWORK FAQs
INFAWORK is an online ERP software tool designed for small to mid-sized businesses that consolidates accounting, production, inventory management, sales, human resources, and customer relationship management into one centralized system.
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