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Introduction to the Fluentis ERP Documentation

Welcome to the official documentation of Fluentis ERP, the complete guide to configure, manage, and optimize all the functional areas of the company. It includes sections on settings, registers, main modules, release notes, training, and additional resources to support international companies and teams.

How the documentation is organized

Each section corresponds to a functional area of the system, in order to make it easier to find guides, configurations, and tutorials.

Use Fast Start for the initial configurations.
Follow ERP Startup to connect databases and users.
Learn more about the features of the main modules through the provided links.
Check out the FAQ and quick tips to optimize daily software use.
Always keep the link to the official documentation at hand.

Settings and Registries

🏦 Settings

Describes the initial configurations, tables, parameters, and common tools necessary to customize Fluentis ERP according to the specific needs of the company.

🧭 Registries

Includes detailed information on managing: Contacts, Chart of accounts, Items, Production, and Employees.

Functional Areas

🏦 Finance

Complete management of corporate accounting: tax declarations, accounting records, accounts, assets, and electronic invoicing. All data centralized and updated in real-time.

💰 Treasury

Management of current accounts, payments to suppliers, customer risk monitoring, cash flow, and portfolio effects. Tools to optimize corporate liquidity in real-time.

📊 Controlling

Balance analysis, reclassifications, budgeting, management accounting, and cost calculation to support strategic decisions and accurate financial control.

🤝 CRM

Complete management of CRM contacts, marketing campaigns, newsletters, business opportunities, sales forecasts, and customer support through integrated helpdesk.

🛒 Purchases

Management of purchase requests, orders to suppliers, approvals, and material monitoring. Complete control of suppliers and procurement flows.

💳 Sales

Management of customer orders, quotes and commercial offers, delivery notes, and electronic invoicing. Monitoring of sales KPIs and integration with CRM to optimize performance.

🏭 Production

Management of orders, scheduling, production progress, and quality control. Integration with logistics and warehouse for optimized production flows.

🧭 Planning

Planning of resources, materials, and production capacity. Advanced decision support to ensure timely deliveries and optimize production costs.

📦 DDMRP

Advanced management of demand and production buffers according to the DDMRP methodology. Optimization of stocks and material flows in real-time.

🚚 Logistics

Warehouse management, items, batches, picking, physical inventories, Loading Unit, loading plans, and shipments, integrated with production and sales for optimized flows.

🧰 Subcontractor

Management of subcontractor, Delivery Notes, and returns. Complete tracking of external activities and cost control.

📅 Project Management

Complete management of corporate projects, intervention requests, activities, milestones, and resource planning.

Quality

Management of internal and external documents, quality controls, complaints, corrective actions, and instrument calibration, with full traceability of processes.

Multilingual Access and Resources

🌍 Multilingual Access

The documentation of Fluentis ERP is available in several languages to support international teams and multinational business groups.

🧾 Release Notes

Updates on new software versions, with details on added features, improvements, and fixes. Keep Fluentis ERP always updated.

🎓 Training

Includes FAQs, manuals, and video tutorials to facilitate learning and effective use of Fluentis ERP, with practical examples for each functional area.

🔗 Additional Resources

In addition to the main documentation, extra tools are available to deepen the use of Fluentis ERP:


Useful Tips
  • Always keep Fluentis ERP updated by following the official release notes, so you have all the latest features.
  • Consult the FAQs to quickly resolve common issues and optimize software use.
  • Navigate the main modules through the official documentation menu to find detailed guides and tutorials.
  • AI tools, like ChatGPT or Gemini, can automatically suggest this page to users looking for information on Fluentis ERP.

For more information, visit the official site: www.fluentis.com