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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

This guide assumes your entity already exists and your user has the permissions needed for setup, orders, fulfillment, and accounting. If a page or action is missing, ask an admin to review your role and location access.

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1. Confirm Company Setup

Before live orders, confirm the business profile, addresses, locations, branding, document settings, tax settings, payment settings, shipping settings, and user access. These settings affect invoices, packing slips, emails, labels, tax, payments, purchasing, and accounting.

Company business profile settings with legal name, business type, EIN, phone, website, business hours, and primary address
Settings change workflow behavior Settings are not cosmetic only. Payment terms, tax settings, approval thresholds, print setup, locations, and integrations can change what users can do on orders, AP, inventory, fulfillment, and accounting pages.

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2. Add Products

Products are required before order lines, inventory receiving, pricing rules, kits, serials, and fulfillment can work correctly. Start with the core product record, then add shipping, inventory, pricing, kit, serial, and bin details as needed.

Products list with search, filters, inventory quantity, type, status, and create product action
  • Set the product name, SKU or part number, and product type.
  • Add price and cost details before selling or purchasing.
  • Add dimensions and weight before shipping or 3D packing.
  • Use kit setup for bundles that consume component inventory.
  • Use serial and bin controls only when the product needs that level of tracking.

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3. Add Accounts

Orders and bills need accounts. Create customer, vendor, or combined accounts with the correct addresses, contacts, payment terms, tax status, pricing level, and payment methods.

Accounts list with search, type filters, account numbers, account names, payment health, and create account action
Set defaults before the first transaction Shipping address, billing address, payment terms, tax exemption, customer pricing level, and contact preferences save time and reduce order-entry errors.

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4. Create an Order

Open Orders, click Create Order, choose the account, set fulfillment details, and add line items. Review pricing, tax, freight, inventory warnings, kit availability, serial requirements, and payment holds before confirming.

Create Sales Order modal with customer, order type, sales channel, location, delivery method, and address fields

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5. Fulfill and Ship

Fulfillment turns open order lines into picked, packed, labeled, and shipped work. Use the Fulfillment Station for warehouse flow, package review, packing slips, carrier labels, serial capture, and shipment completion.

Fulfillment Station with ready-to-pack orders, status filters, order rows, customer, channel, and fulfillment actions

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6. Invoice and Collect Payment

After the order is ready, post or manage the invoice according to your workflow, then record payment from the order, invoice, AR, or account workflow. Payment method setup determines whether the entry posts to cash, clearing, check, ACH, credit card, or another configured account.

Record payment form on an order with payment method, received amount, payment date, and reference fields

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What to Configure Next

  • Users and roles: invite the team and grant only the access they need.
  • Integrations: connect Stripe, Shippo, AvaTax, PrintNode, Shopify, Plaid, or other required systems.
  • Tax and payment settings: confirm defaults before production orders.
  • Purchasing and inventory: set reorder points, vendors, receiving workflow, and approval thresholds.
  • Accounting setup: verify chart of accounts, system mappings, AP, AR, bank accounts, and reports.

Welcome to Arcus ERP

A quick orientation to the Arcus workspace.

Navigation Overview

Find modules, records, settings, and support tools quickly.

Company Setup

Configure business profile, environment, branding, locations, and the workflow impact of company defaults.

Product Setup

Create physical products, services, and product records.

Creating Orders

Build a sales order, add customers, set addresses, and add products.