Introduction

Complaia ERP is an enterprise resource planning (ERP) system for companies that make, store and ship physical goods. An order can arrive from a connected shop, be produced on the shop floor, and be reserved and packed in the warehouse. It is then handed to a courier or loaded onto your own route, delivered and invoiced. All of this happens in one system, and nobody has to type the order in twice.

This documentation is for the people who use Complaia. You do not have to read it in order. Every page can be read on its own: open the page you need, find the answer and go back to work.

What Complaia covers

• A catalog of what you sell and what it is made from: products and their variants, sets, components and recipes.
• Orders, entered by hand or fetched from shops and marketplaces, with their statuses, payments, claims and returns.
• A warehouse that tracks real quantities. Goods are received, reserved, packed, handed over, transferred and counted, and every change is recorded.
• Production, from a production order, through the workstations on the shop floor, to finished goods in stock. Production is optional: a company that only resells goods works without it.
• Logistics: shipments sent by courier or delivered on your own routes, with vehicles, drivers and proof of delivery collected on a phone.
• Invoicing, with corrections and payments. Sellers in Poland can also send invoices to KSeF, Poland's national e-invoicing system.
• Analytics and integrations that work across all of these areas, and an event log that records who did what.

Three applications

Complaia ERP is three applications that work on the same data. Each person uses the same user account in all three. The sign-in page of the browser application lists all three.

Application	For whom	Where to find it
The browser application	The office. It gives full access to the system and its settings. Most of this documentation describes it.	Open app.complaia.com in a web browser.
The POS terminal	A shared kiosk screen on the shop floor and in the warehouse. POS stands for point of sale, but here it is a work terminal, not a till. Workers use it for production work, stock reservation, packing, shipment handover, loading and route returns.	Open pos.complaia.com in the web browser of the kiosk computer or tablet. Before first use, the kiosk is paired with a terminal, see Pair a kiosk.
The mobile app	People who work away from a desk: shop-floor and warehouse staff, and the drivers who deliver with your own transport.	Download it from the App Store (iPhone and iPad) or Google Play (Android phones and tablets).

Who it is for

The whole company uses Complaia, not one department, and almost nobody uses all of it. A warehouse worker may spend the whole day on four screens. An accountant may never open a warehouse screen.

This is expected. What you see depends on your role, so two colleagues sitting side by side can have different menus.

To find the pages for your job, go to Where to start, by job.

How it is organised

Eleven sections

The sidebar has eleven sections, always in this order:

Section	In one line
General	The dashboard, which is the screen you see after signing in.
Catalog	Components, products, attributes and categories.
Production	Production orders, planning, and the configuration of sites and production areas.
Warehouse	Four groups: order handling, operations, stock and configuration.
Sales	Orders, entities (customers and suppliers), claims and returns, and the lists that orders choose from.
Logistics	Shipments, route planning, delivery settings, the fleet and carriers.
Analytics	Order analytics and employee activity.
Finance	Invoicing, OSS returns (One-Stop Shop VAT returns, only for a company with a sales entity in Poland) and the companies that issue your invoices.
Integrations	Connected shops, marketplaces and couriers, and the rules that run them.
Settings	Company details, users, roles and permissions, and POS terminals.
System	Event log, subscription and support.

Interface & navigation describes the sidebar in full: what each section contains, and how the sidebar and the lists work. Read it before the other pages.

Production is optional

Every workspace has every part of Complaia, with one exception. A company that does not manufacture unticks Shop floor in the setup wizard. Production orders and Planning are then hidden from everyone except the Owner. The Owner can turn production on later from Production → Production orders.

Most other differences between two people's menus come from their roles. Modules and missing screens explains all the reasons a screen can be missing.

Three ways to use this documentation

Choose the path that matches what you are doing.

You are setting Complaia up

Read these pages in this order. You can stop when your workspace is ready for daily work.

1. Register your company. This creates your company's workspace and your account as its Owner.
2. Setting up your workspace. This is the guided first configuration. Only the Owner sees it, it cannot be closed the first time, and it creates the minimum a workspace needs.
3. Setup checklist. It lists, in order, what to set up after the wizard: people, catalog, terminals, stock, delivery and sales channels, then a first test order.
4. Core concepts. These are the few ideas the rest is built on: workspaces, roles, seats and stock.
5. Interface & navigation. Read it to learn where everything is.

You are learning a module

Every module has a page that explains the module as a whole. Start there, then go to the page for the screen you need:

Catalog · Sales · Warehouse · Production · Logistics · Finance · Analytics · Integrations

To see how the modules connect before you study one of them, read How work flows through Complaia. It follows one order from the catalog to the invoice.

You are looking something up

• A word you don't recognise: go to the Glossary. It also lists the Polish menu labels with their English equivalents.
• A screen you can't find: see Interface & navigation for where it is, or the reasons it might be missing.
• A product, order or customer you can't find: use Global search. Press ⌘K on a Mac or Ctrl+K on Windows and Linux, anywhere in Complaia.
• "Why can't I do this?": see Roles & permissions. Nearly every refusal in Complaia is caused by one missing permission.
• "Who changed this?": see the Event log.

Every screen page has the same sections in the same order, so after reading one page you know where to look on any other:

• when you'll use it,
• the key concepts,
• the screen,
• the common tasks, step by step,
• When it doesn't work,
• the permissions it needs.

Where to start, by job

Three or four pages are enough for most jobs. Read them before your first week.

Owner. You set the company up, and some steps only you can do.

Register your company · Setup wizard · Setup checklist · Company details · Subscription

Administrator. You manage the users and what they are allowed to do.

Users · Roles & permissions · Event log · Interface & navigation

Warehouse worker. First the stock figures, then the screens you use every day.

Warehouse overview · Goods receipt · Stock reservation · Order packing · Shipment handover

Production worker. How a production order reaches your workstation, and what happens to the goods you make.

Production overview · Production orders · Shop-floor execution

Driver. One page is enough. A driver works in the mobile app, on their own route, one stop at a time.

The driver app

Accountant. Invoicing, and the companies that issue your invoices.

Invoicing · Sales entities · Corrections & cancellation · and, if you invoice from Poland, KSeF & e-invoicing. KSeF is Poland's national e-invoicing system.

If you get stuck

Every screen page has a When it doesn't work table. Look for your problem there first. If it is not listed, raise a support ticket in one of two ways:

• on a computer, click Report a problem in the bottom-right corner of any page;
• go to System → Support → New ticket.

See Support.