numera/Documentation
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Quick Start

Get up and running with Numera in minutes

Before You Begin

Before starting with Numera, ensure you have:

  • Valid login credentials (provided by your administrator)
  • A modern web browser (Chrome, Firefox, Safari, or Edge)
  • Basic information about your company structure

Step 1: Log In

Navigate to app.numera.mk and enter your credentials. If this is your first time logging in, you may be prompted to change your password.

First-time users

If you don't have login credentials, contact your system administrator or reach out to our support team.

Step 2: Company Setup

If you're setting up a new company, you'll need to configure basic settings:

  1. Go to Administration > Company Settings
  2. Enter your company name, address, and tax identification number
  3. Configure your fiscal year and reporting currency
  4. Set up your default warehouse and locations

Step 3: Set Up Master Data

Before processing transactions, set up your essential master data:

Customers & Suppliers

Create records for your business partners:

  • Navigate to Master Data > Partners to add customers
  • Navigate to Master Data > Partners to add suppliers
  • Enter contact information, payment terms, and tax settings

Products & Services

Add items you buy, sell, or stock:

  • Go to Master Data > Items
  • Create product records with descriptions, units of measure, and pricing
  • Set up inventory tracking for physical goods

Locations

Add warehouse, retail or administration locations:

  • Go to Master Data > Locations
  • Create location records type, name and description
  • Set up subsidiary relations if needed

Step 4: Create Your First Transaction

Now you're ready to process your first business transaction. Here's a simple example of creating a sales order:

  1. Navigate to Sales > Outbound Orders
  2. Click New Order
  3. Select a customer from your list
  4. Add products/services with quantities and prices
  5. Review and save the order

Congratulations!

You've completed the basic setup. Continue exploring the documentation to learn about advanced features and workflows.

Next Steps

Now that you have the basics set up, explore these areas next:

  • Learn about User Roles & Permissions to manage team access
  • Understand the complete Sales Process workflow
  • Set up your Chart of Accounts for financial tracking
  • Configure VAT Management for tax compliance