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jshERP Quickstart Guide

Get up and running with jshERP quickly. This guide will walk you through your first steps, from logging in to performing basic operations.

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Choose Your Path

Cloud Platform

Start immediately using our hosted platform

Self-Hosted

Install on your own infrastructure for full control. See the installation guide for setup instructions.

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Cloud Quickstart

The fastest way to try jshERP is using the cloud platform at http://cloud.gyjerp.com.
1

Create Your Account

Register for a new tenant account on the cloud platform. You’ll get instant access to all features.
2

Log In

Use your credentials to log into the system. The cloud platform provides a pre-configured environment ready to use.
3

Explore the Dashboard

Familiarize yourself with the main dashboard and navigation menu showing all available modules.

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Self-Hosted Quickstart

If you’ve already completed the installation process, follow these steps:
1

Access the System

Navigate to your jshERP installation:
http://your-server-ip:9999/jshERP-boot
Or if you’ve configured Nginx:
http://your-domain.com
2

Log In with Default Credentials

Use the default credentials for your first login:Default Tenant: jsh
Default Username: admin
Default Password: 123456
Change the default password immediately after first login for security!
3

Change Your Password

Click your username in the top-right corner → Personal Settings → Change Password

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Understanding the Dashboard

After logging in, you’ll see the main dashboard with several key areas:
  • Organization Selector - Switch between different organizations (if applicable)
  • User Profile - Access personal settings, language preferences, and logout
  • Notifications - System messages and alerts
  • Displays the selected module’s interface
  • Most modules show a searchable list view with action buttons
  • Forms appear in modal dialogs or separate pages

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Your First Operations

Let’s walk through five basic workflows to get you familiar with jshERP:

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1. Add Your First Product

1

Navigate to Material Management

Click Product Management → Material in the left menu
2

Create a New Product

Click the Add button and fill in:
  • Material Name (e.g., “Laptop Computer”)
  • Category (select from dropdown)
  • Unit of Measure (e.g., “Piece”)
  • Purchase Price, Sale Price, Retail Price
  • Optional: Barcode, SKU, specifications
3

Save the Product

Click OK to save. The product now appears in your material list.

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2. Create a Purchase Order

1

Navigate to Purchase Management

Click Purchase Management → Purchase Order in the menu
2

Create New Order

Click Add and select:
  • Supplier (vendor)
  • Warehouse (destination depot)
  • Purchase Date
3

Add Line Items

Click Add Product and select materials with quantities and prices. The system calculates totals automatically.
4

Submit Order

Review and click OK to save the order. You can print or export the document.

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3. Process a Receipt (Goods In)

1

Navigate to Purchase Receipts

Go to Purchase Management → Purchase Receipt
2

Create Receipt

Click Add, select the purchase order (or create a direct receipt), and confirm:
  • Supplier
  • Warehouse
  • Receipt date
3

Confirm Quantities

Verify received quantities match the order. Adjust if needed for partial receipts.
4

Complete Receipt

Save the receipt. Inventory levels automatically update in the warehouse.

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4. Make a Retail Sale

1

Open Retail Management

Click Retail Management → Retail Sale in the menu
2

Create New Sale

Click Add and select:
  • Member card (optional, for registered customers)
  • Warehouse (source depot)
  • Sale date and time
3

Scan or Select Products

Add products by barcode scanning or manual selection. Enter quantities and confirm prices.
4

Process Payment

Enter payment amount, select payment method (cash, card, etc.), calculate change, and complete the sale.

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5. Check Your Inventory

1

Navigate to Reports

Click Reports → Inventory Status in the menu
2

View Stock Levels

See real-time stock quantities for all products across all warehouses.
3

Filter and Export

Use filters to find specific products, warehouses, or categories. Export to Excel for further analysis.

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Essential Configuration

Before using jshERP in production, complete these configuration tasks:

Change Default Password

Secure your account by updating the default admin password

Set Up Company Info

Go to System → System Configuration to add your business details

Configure Warehouses

Add your depot locations under Basic Data → Depot

Add Users and Roles

Create user accounts with appropriate permissions under System → User

Set Up Chart of Accounts

Configure financial accounts under Basic Data → Account

Import Master Data

Use Excel import features to bulk-load suppliers, customers, and products

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Language Settings

jshERP supports 73 languages:
1

Access Language Settings

Click your username (top-right) → Interface Settings
2

Select Your Language

Choose from the dropdown list and click OK
3

Refresh the Page

The interface updates to your selected language immediately

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Mobile Access

jshERP provides mobile apps for iOS, Android, and WeChat mini-program:
Scan the QR codes on the official website to download mobile apps or access the WeChat mini-program.

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Getting Help

User Manual

Complete user documentation

API Documentation

REST API reference

Video Tutorials

Step-by-step video guides

Deployment Guide

Production deployment instructions

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Common Issues

Solution: Ensure you’re using the correct tenant (jsh), username (admin), and password (123456). Check that your instance is running and accessible.
Solution: Check your user role permissions. Contact your administrator to grant necessary access rights.
Solution: Ensure transactions are approved/audited (check document status). Review system configuration flags for inventory controls.
Solution: Use the correct template format. Download the template from the import dialog and match the column structure exactly.

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Next Steps

Explore All Features

Learn about advanced capabilities

Self-Hosted Installation

Deploy jshERP on your own servers

Module Guides

Deep dive into each business module

API Integration

Integrate jshERP with other systems

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