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Welcome to CAAD ERP

This guide will walk you through getting started with CAAD ERP, from creating your account to completing your first transaction. You’ll be up and running in less than 15 minutes.
New to CAAD ERP? This quickstart focuses on getting you productive quickly. For detailed feature documentation, see our Features page.

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Getting Started

1

Sign Up for Free Trial

Start your 30-day free trial—no credit card required.
  1. Visit the CAAD ERP website
  2. Click Start Free Trial
  3. Enter your business details:
    • Business name
    • Industry type
    • Contact information
  4. Verify your email address
  5. Choose your primary modules (POS, E-Commerce, ERP, etc.)
You’ll receive instant access to all features during your trial period. Our UAE-based support team is available to help with setup.
2

Configure Your Business Profile

Set up your business information and preferences.Essential Settings:
  • Company name and logo
  • Business address and contact details
  • Tax settings (VAT, GST)
  • Currency and language preferences
  • Fiscal year configuration
Multi-Location Setup (if applicable):
  • Add branch locations
  • Configure location-specific settings
  • Set up inter-branch transfer rules
CAAD ERP supports multiple languages including English, Arabic, and Malayalam for UAE-based businesses.
3

Add Your First Products

Import or manually add your product catalog.Quick Add:
  1. Navigate to Inventory → Products
  2. Click Add Product
  3. Enter product details:
    • Name and SKU
    • Category
    • Price and cost
    • Stock quantity
    • Tax rate
Bulk Import:
  • Download the CSV template
  • Fill in your product data
  • Upload via Import Products
  • Review and confirm
SKU,Name,Category,Price,Cost,Quantity,Tax Rate
PROD001,Premium Widget,Widgets,99.99,50.00,100,5%
PROD002,Standard Widget,Widgets,49.99,25.00,250,5%
4

Set Up Payment Methods

Configure your payment processing options.Available Payment Methods:
  • Cash
  • Credit/Debit Cards
  • Mobile Payments (Apple Pay, Google Pay)
  • Bank Transfers
  • Payment Gateway Integration (Stripe, PayPal)
Payment Configuration:
  1. Go to Settings → Payments
  2. Enable desired payment methods
  3. Configure payment gateway credentials (if using online payments)
  4. Set default payment method
  5. Test payment processing
Ensure payment gateway credentials are entered correctly. Test with small transactions before going live.
5

Create User Accounts

Add team members and assign permissions.User Roles:
  • Admin - Full system access
  • Manager - Branch/department management
  • Cashier - POS operations only
  • Sales - Sales and customer management
  • Inventory - Stock management
  • Reports Only - View-only access
Add Users:
  1. Navigate to Settings → Users
  2. Click Add User
  3. Enter user details (name, email, phone)
  4. Assign role and permissions
  5. Send invitation email
Users receive an email with login credentials and can access CAAD ERP from any device.
6

Complete Your First Transaction

Process your first sale to test the system.POS Transaction:
  1. Access your POS interface (Desktop, Mobile, or Tablet)
  2. Scan or search for products
  3. Add items to cart
  4. Apply discounts (if applicable)
  5. Select payment method
  6. Process payment
  7. Print or email receipt
Verification:
  • Check inventory was automatically updated
  • View transaction in sales reports
  • Verify payment recorded in financials
Your first transaction validates that all systems are working correctly. Check inventory, sales reports, and payment records to ensure everything is syncing properly.
7

Explore Advanced Features

Now that you’re set up, explore what CAAD ERP can do.Next Steps:
  • Configure automated inventory reordering
  • Set up customer loyalty programs
  • Enable e-commerce integration
  • Configure automated reports
  • Set up attendance tracking (if using HR module)
  • Integrate with third-party services

View All Features

Explore CAAD ERP’s complete feature set

Product Guides

Deep dive into specific product modules

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Platform Access

CAAD ERP is available across all your devices with automatic synchronization.

Desktop POS

Full-featured desktop application for Windows and macOS

Mobile POS

iOS and Android apps for on-the-go sales

Tablet POS

Optimized for iPad and Android tablets

Web Portal

Access from any browser, anywhere

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Common First-Time Setup Questions

CAAD ERP provides data migration tools and templates for importing:
  • Product catalogs
  • Customer databases
  • Transaction history
  • Inventory levels
Contact our support team for assisted migration services.
Yes! Use our sandbox mode during your trial period. You can:
  • Process test transactions
  • Experiment with features
  • Train your team
When ready, switch to production mode to go live.
Minimum Requirements:
  • Receipt printer (thermal or inkjet)
  • Barcode scanner (optional but recommended)
  • Cash drawer (for cash transactions)
  • Card reader (for card payments)
CAAD ERP supports most standard POS hardware via USB or Bluetooth connection.
Timeline:
  • Basic setup: 15-30 minutes
  • Product import: 1-2 hours (depending on catalog size)
  • Team training: 2-4 hours
  • Full deployment: 1-3 days
Our UAE-based support team can assist with faster deployment.

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Need Help?

Contact Support

Get assistance from our UAE-based support team

View FAQ

Find answers to common questions

Request Demo

Schedule a personalized product demo

Pricing

View plans and pricing options

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What’s Next?

1

Explore Product Modules

Learn about specific features like POS, E-Commerce, or ERP.
2

Configure Integrations

Connect CAAD ERP with your existing tools. See Integrations.
3

Optimize Your Workflow

Review Core Features to maximize efficiency.
Remember: During your 30-day free trial, you have full access to all features and our support team. Take advantage of this time to explore and configure CAAD ERP for your business needs.

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