Initial Setup — Sweet Works ERP

Company & Main Branch

Set up your company's fiscal and operational data.

Company Data

Commercial Name *

Legal Name *

TAX ID / RFC *

Fiscal Regime *

Fiscal Address

Street *

Ext. No. *

Int. No.

Neighborhood *

City *

State *

ZIP *

Main Branch

Branch Name *

Product Settings

Starting Product Number * First part number for new products (e.g. 1000 or 7000). Cannot be lowered after products are created.

Step 1 of 5

Email Configuration

SMTP server for sending invoices and notifications.

SMTP Host *

Port *

Encryption

Username *

Password *

From Email *

From Name *

Main Warehouse

Standard zones (TR, MP, PT, WIP, SV) will be created automatically.

Warehouse Name *

Code *

Zones to be created: TR Transit · MP Raw Material · PT Finished Goods · WIP Work In Progress · SV Returns. Add racks and bins from Warehouse module afterwards.

Change Password

Change the default administrator password.

Current password is password. Change it before going live.

New Password *

Confirm Password *

System Ready!

Everything is set up and ready to use Sweet Works ERP.

Welcome!

Your system is ready to operate.

Go to System

Recommended next steps:

Configure digital certificates in Billing → Setup

Create racks and bins in Warehouse

Load SAT catalogs (units, prod/serv, fiscal regimes)

Create users and assign roles

Add products and suppliers