The following steps will guide you through the beginnings of using the NET Genium ERP information system – Business Management.
First steps
1. Browser settings
Enter the address of the information system into a web browser (or click on the link https://www.netgenium.com). We recommend that you always enter the address with the prefix “https” – a domain with this prefix is secured with SSL encryption. By using insecure standard access via “http”, you run the risk of misusing your login details, which in this case are sent to the server unencrypted.
Before starting work with the NET Genium portal, configure your web browser according to the instructions in the web browser settings guide.
2. Login to the portal and change the default password
After configuring the browser, enter your login name and the password “{1}” in the upper-right corner of the login form (the initial password is the same as the login name). After logging in, we recommend changing the default password immediately. Click “Logout” in the upper-right corner, open the “Change password” tab, enter your current password, and enter the new password twice. Confirm the change by clicking “Save”. Congratulations, you are now ready to start working with NET Genium ERP – Business Management.
Example of practical use – Creating a new business account
By business account we mean any legal or natural person who is in some way related to our business activities. These are therefore customers, suppliers, dealers, investors and other partners. Business account records form the core of our communication with customers and also serve in many of the company's business, organisational or financial processes.
1. step – create a new business account record
In the upper gray bar, which contains the application groups, click “CRM”. The first application in this group opens automatically in the left navigation bar: “Address book” and the “Business accounts” view page. In the main area of the view page, click “New business account”.
2. step – business account editing
The edit form for a new business account record opens. Enter the main customer details on the “General” tab. Fields marked with an asterisk are required to save the record. After entering the customer's company ID, click the question mark icon to view additional data in the ARES database. Clicking “= CZ + IČ” automatically fills in the customer's VAT number by combining the “CZ” prefix with the company ID.
You can now assign contacts to the business account. One business account can have multiple contacts, such as a company spokesperson or owner. Click “New contact” to open the Contact form. The business account form is saved automatically, so fill in all required fields first.
3. step – creating/assigning contacts
In the Contact form, enter at least the contact's surname. Select the contact's titles using the drop-down list or Picker (for more information about Picker, see Edit forms). Click “Save” to save the contact.
4. step – creating/assigning addresses
After creating a contact, create an address for the business account. Click “New address” in the business account form to open the Address form. Enter the required values, including the street and city. To display the location on a map, click the “Find on map” icon and select the map server. Enter any additional optional information and click “Save”. You will be redirected to the Business account form.
5. step – completion of business account creation
The business account form contains additional tabs with information from related areas of the system. For now, save the business account record.
Want to know more?
The second article, NET Genium ERP – Help and Instructions, explains where to find help and instructions for using the information system. We have prepared several articles to help you get started with the NET Genium portal.
Sincerely, Your NetGenium Team