> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erp.arukz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# First steps in a new workspace

> The five things to do first in ARUKZ ERP: company details and GSTIN, a product, a customer, a first quotation, and your team with the right roles.

A new ARUKZ ERP workspace needs five things before it is useful: your company details and GSTIN, a first product, a first customer, a first quotation, and your team. The home screen shows them as a checklist with a link to each screen, ticks each one off as you do it, and disappears once all five are done.

**1. Add your company details and GSTIN**

Open your company from **Settings → Companies** and fill in the address, State and GSTIN. They print on every quotation and invoice, and the State decides whether a sale carries CGST and SGST or IGST. See [GST invoicing](https://docs.erp.arukz.com/gst/invoicing.md).

**2. Add your first product**

A part, a fabric, a raw material or a service you sell or buy. Give it its HSN or SAC code, its unit and its GST rate; the invoice takes them from here.

**3. Add your first customer**

Search by GSTIN before you create one, so the same company is not entered twice. The customer's State on its address decides the tax on its invoices.

**4. Send your first quotation**

Create a quotation, send it, and confirm it when the customer accepts. Confirming makes the sales order, the delivery and, when you are ready, the invoice. See [Sales](https://docs.erp.arukz.com/modules/sales.md).

**5. Invite your team**

Add each person under **Settings → Users** and give them a role, so the stores clerk sees stock and not salaries. Ready-made roles cover sales, purchase, stores and production, quality, accounts and HR. See [Users and roles](https://docs.erp.arukz.com/admin/users-and-roles.md).

> [!TIP]
>
> Not ready to enter your own data yet? [Load the sample factory](https://docs.erp.arukz.com/get-started/sample-factory.md) first and click through a working example, then delete it or keep it as a reference.

## Then, depending on who you are

> [tab] Owner
>
> * Ask ARUKZ support to switch on the modules you need beyond the core six, such as manufacturing, quality or payroll. See [Modules](https://docs.erp.arukz.com/admin/modules.md).
> * Look at the home screen numbers each morning: orders confirmed, invoiced, receivables, payables and orders on the shop floor. See [Dashboards and reports](https://docs.erp.arukz.com/modules/dashboards-and-bi.md).
> * Choose a plan before the trial ends. See [Plans and pricing](https://docs.erp.arukz.com/billing/plans.md).

> [tab] Accountant
>
> * Bring masters and opening balances across from Tally, then reconcile group by group. See [Moving from Tally](https://docs.erp.arukz.com/get-started/moving-from-tally.md).
> * Check the GST rates and the chart of accounts the workspace started with. See [GST in ARUKZ ERP](https://docs.erp.arukz.com/gst/overview.md).
> * Learn the Day Book, Ledger and Stock Summary and their keys. See [Day Book, Ledger and Stock Summary](https://docs.erp.arukz.com/modules/day-book-ledger-stock-summary.md).

> [tab] Company admin
>
> * Share your company's address with the team. See [Your company's address](https://docs.erp.arukz.com/admin/company-address.md).
> * Create the roles you need and set who sees which records. See [Users and roles](https://docs.erp.arukz.com/admin/users-and-roles.md).
> * Let people who prefer Tamil or Hindi switch language. See [Languages](https://docs.erp.arukz.com/admin/languages.md).


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