Cleo ERP — using the modules and administering the platform

• Navigate the platform and understand how the modules fit together.
• Run the full sales cycle, from quotation to payment.
• Handle purchasing, receipts, stock movements, human resources and payroll.
• Deploy the platform in containers and secure its configuration.
• Configure accounting and payroll according to the chosen accounting pack and country.
• Administer users, permissions, backups, interfaces and upgrades.

• Key users and functional leads (days 1 and 2).
• Systems administrators and integrators (days 3 and 4).
• IT managers, ERP project managers and functional consultants.

• Days 1 and 2: no technical skills required, familiarity with business processes.
• Days 3 and 4: Linux administration and container basics.

Day 1 — Master data and the sales cycle

• Getting started with the interface, roles and application permissions
• Customer relationship: contacts, companies, opportunities and pipeline
• Product catalogue, pricing and multi-currency management

Day 2 — Purchasing, inventory, HR and reporting

• Sales: quotations, orders, invoices, credit notes and payments
• Purchasing, suppliers, receipts, stock movements and inventory counts
• Human resources and payroll, management dashboard and global search

Day 3 — Deployment and internationalization

• Technical architecture and containerized platform deployment
• Security, reverse proxy, encryption and first startup
• Setup wizard, accounting packs and choosing the country of operation

Day 4 — Configuration and operations

• Chart of accounts, journals, taxes, payroll parameters and public holidays
• Users, roles, permission matrix and audit log
• Programming interfaces, backups, data export and upgrades