Documentation VIA ERP

The modern ERP platform for CRM, sales, invoicing, inventory, purchase, and projects.

Getting started guides, step-by-step tutorials, and complete module reference.

Get started View Modules
VIA ERP dashboard screenshot
Quick start

Create your company, invite your team, and configure VIA ERP.

Start -> Tutorials

Step-by-step guides to master core workflows.

Explore -> Glossary

Definitions for business and technical terms used in VIA ERP.

Browse -> FAQ

Common questions and practical troubleshooting.

View FAQ -> What is new

Versions, new features, and fixes.

View updates ->

Learning paths

Structured guides for each profile.

Beginner
  1. Create a company
  2. Configure users
  3. Add products
  4. Create first invoice
Follow path -> Sales
  1. Manage leads
  2. Create opportunities
  3. Track pipeline
  4. Sales reports
Follow path -> Finance
  1. Invoicing
  2. Payments
  3. Taxes
  4. Subscriptions
Follow path -> Inventory
  1. Products
  2. Stock
  3. Purchase
  4. Movements
Follow path ->

Modules

Explore VIA ERP modules and their capabilities.

CRM

Contacts, leads, pipeline, and scoring.

View documentation -> Sales

Quotes, orders, deliveries, and targets.

View documentation -> Invoicing

Create invoices, manage payments, taxes, and subscriptions.

View documentation -> Projects

Phases, tasks, milestones, and risks.

View documentation -> Inventory & Catalog

Products, variants, and stock tracking.

View documentation -> Automation

Workflows, rules, and automated scoring.

View documentation -> Reports & Analytics

Dashboards, exports, and KPIs.

View documentation -> Marketing

Campaigns, segmentation, and templates.

View documentation -> Accounting

Financial flows and forecasts.

View documentation -> Purchase

Vendor orders, receipts, and returns.

View documentation -> Client Portal

Self-service portal for clients.

View documentation -> Settings

Taxes, currencies, numbering, and features.

View documentation -> Email

Templates, synchronization, and communications.

View documentation -> Administration

Users, roles, companies, and data.

View documentation -> Product Catalog

Products, bundles, promotions, and coupons.

View documentation -> Treasury

Banks, cash flow, and forecasts.

View documentation ->