Complaia ERP documentation
Everything Complaia does, explained screen by screen. From your first product to the invoice for a sale.
Start with the introductionLooking for one thing? Press ⌘K (CtrlK on Windows) to search this documentation. The same shortcut opens global search inside the application.
Start here
Read these six pages first. The rest of the documentation assumes you know them.
- IntroductionWhat Complaia is, and which parts of it your company will use.
- Register your companyCreate your company's workspace and your Owner account, and confirm your e-mail address.
- Setup wizardThe wizard the Owner sees at the first sign-in, step by step, and where to change each answer later.
- Core conceptsWorkspaces, roles, the catalog, stock and orders. Every other page relies on these ideas.
- How work flowsOne order followed from start to finish: from the moment it arrives to the invoice.
- Setup checklistWhat to set up after the setup wizard, in order: people, catalog, terminals, stock, delivery, sales channels and a first test order.
Browse by module
Products, variants, sets and components, with their recipes, prices, parcels and identifiers. Every other module uses the catalog.
The order is at the centre: production makes goods for it, the warehouse packs it, shipments deliver it and invoices bill it.
Your physical stock: how much you have, how much is reserved, and every box that comes in or goes out.
A production order says what to make. Each order is placed on a workstation. Workers report their work on point of sale (POS) terminals, which are shared kiosks, in the mobile app or in the browser.
Getting goods to the customer: on a planned route with your own vehicles, or with a connected courier.
Invoices for your sales: issuing them, correcting them and, for sellers in Poland, sending them to KSeF, Poland's national e-invoicing system.
The shops and marketplaces your orders come from, the couriers that deliver them, and the rules that run these connections automatically.
Sales trends, where orders come from, and what your team is doing. There is nothing to set up: analytics uses the data you already have.
The people who can sign in, the roles that decide what each of them sees, the shop-floor terminals, and your company details, subscription and event log.