Welcome to Truebooks ERP

Complete this setup guide to configure your business operations. Follow the steps in order for the best experience.

Company Setup

Organization

Financial Setup

Master Data

1. Company Setup
2. Organization
3. Financial Setup
4. Master Data
5. Module Guides
Company Profile Configuration

Set up your company identity and basic information. This is the foundation of your ERP system.

Company Profile

Configure Your Business Identity

Enter your company details that will appear on invoices, reports, and official documents.

Company Name - Legal business name

Logo - Upload company logo for branding

Address - Registered business address

Tax Registration - VAT/TRN number

Contact Details - Phone, email, website

Company Identity

Branches

Multi-Branch Operations

Set up your branch locations. A default Head Office is created automatically during registration.

Head Office - Main office (created automatically)

Branch Offices - Additional locations

Warehouses - Storage facilities

Branch Network
Tip: Complete company profile first before adding branches. This ensures consistent information across all locations.
Need Help?

Visit our Knowledge Base for detailed documentation on each module, or contact support for assistance.