Guides for getting the platform running

First login, the main navigation, and finding your way around.

• Platform overview

  What Propulsive ERP is, how its modules fit together, and where each one stands today.

• First login and navigation

  How to sign in for the first time and find your way around the main app layout.

Organization setup, roles and permissions, and initial configuration.

• Organization setup

  Setting up your organization, business units and the foundational records each module depends on.

• Environment and seed setup

  How environments are promoted, how migrations run, and how starter/reference data is packaged and applied.

• Roles and permissions

  How access control works - the permission catalog, roles, and the platform/business-module split.

Leads, deals, contacts, quotes and orders.

• Creating contacts, companies, leads and opportunities

  How CRM records relate to each other, and the day-to-day workflow for capturing and progressing them.

• Sales-to-accounting handoff

  How a sale becomes a ledger posting, and what the posting status on a sales document means.

Employees, attendance, leave, recruitment and payroll.

• HR employee foundation

  Setting up employee records, salary structure and the foundation payroll depends on.

Ledger, period close, reconciliation and compliance.

• Accounting setup and period controls

  Setting up the chart of accounts and fiscal calendar, and how period closing works.

Item master, SKU search and shared master data.

• Product / SKU search

  How the shared item master works, and how to search and find items across modules.

• Importing and deduplicating masters

  Getting your company, contact, lead, vendor and item masters clean - importing, then finding and merging duplicates.

• Country-aware fields

  How postal codes and tax identifiers adapt to the country a record belongs to.

Product configuration, BOMs and work orders.

• Design Engine overview

  What the Design Engine covers today - product/material configuration - and what's still on the roadmap.

Dashboards, saved views and reporting.

• Dashboards and saved views

  Where reporting lives today - per-module dashboards - and how to save your own filtered list views.

Connecting Propulsive to other tools, and the developer API.

No articles published in this topic yet - it's part of our planned coverage. Ask us if you need something specific now.

Access control, data handling, and getting unstuck.

• Backup and recovery responsibility

  What Propulsive handles for backups, what the customer owns, and how to think about restore readiness.

• Data export and privacy

  How data export works today, what's audited, and the honest state of data-residency and certification claims.

• Common troubleshooting

  What to check first for the most common "why can't I see/do this" problems.