Getting Started#

This section walks you through your first time in Neriyam. If you have just been given a login, start here.

What Neriyam is#

Neriyam is a manufacturing ERP for small-to-mid manufacturers, including job shops, custom manufacturers, and operations that handle customer-supplied material. It covers sales, purchase, inventory, and manufacturing — so a single team can run the whole business from one app.

What you will learn#

• Signing in — logging in, changing your password, resetting a forgotten one
• Switching organizations — if you belong to more than one company
• Navigating the app — sidebar, breadcrumbs, help button, light/dark theme
• User preferences — what is personal vs what is shared across your organization

A quick orientation#

Neriyam is organised into modules down the left sidebar:

• Dashboard — an at-a-glance landing page
• Sales — customers, sales orders, deliveries, returns
• Purchase — suppliers, requisitions, purchase orders, goods receipts, returns
• Manufacturing — production and scrap entries
• Inventory — items, warehouses, stock movements, stock ledger
• Settings — admin configuration (users, roles, tax, numbering, etc.)

Which modules you see depends on what your organization has enabled and what your role can access. If a menu item is missing, it is either not turned on for your organization, or you do not have permission to use it.

The two core flows#

Most day-to-day work falls into one of two flows.

Order to Cash — selling what you make#

graph LR
  Customer[Customer] --> SO[Sales Order]
  SO --> SDN[Sales Delivery]
  SDN -.optional.-> SRN[Sales Return]
  SDN --> Inventory[(Stock Ledger)]

See the Sales module for the full walk-through.

Procure to Pay — buying what you need#

graph LR
  PR[Purchase Requisition] --> PO[Purchase Order]
  PO --> GRN[Goods Receipt]
  GRN -.optional.-> PPT[Purchase Return]
  GRN --> Inventory[(Stock Ledger)]

See the Purchase module for the full walk-through.

Behind both flows sits inventory — every receipt, dispatch, and return posts to the stock ledger.

Before you start creating transactions#

A little setup saves a lot of grief later. If you are the first person in your organization, work through the Settings pages first:

1. Company profile — your legal name, tax ID, logo, GSTINs per state
2. System settings — timezone, date format, number format, approval toggles
3. Document numbering — how codes like PO/2026-27/00042 get built
4. Tax setup — tax components, groups, and rates (for India: GST setup)
5. Users and roles — invite the rest of the team and assign permissions
6. Master data — items, item categories, warehouses, customers, suppliers

Only then start creating live transactions (sales orders, purchase orders, etc.).

Key concepts to understand early#

Two ideas show up everywhere in Neriyam. Skim these once and the app will make a lot more sense:

• Lifecycle vs fulfillment status — every sales order and purchase order has two independent statuses
• Approval workflow — most records go Draft → Pending Approval → Approved before they can be used

The full concept library is in the Concepts section.