Training home / Your first day

Your first day with WorkCrest

For people who have never used an ERP. Plain words, small steps. When you finish, read the short Getting started page for sign-in rules and then the guide for your role (section 8).

At a glance
Prefer to watch? Video walkthroughs are on our YouTube channel.

1. What WorkCrest is and how work flows

An ERP (Enterprise Resource Planning system) is one program where a business keeps its buying, stock, production, selling and money records together, instead of in separate notebooks and spreadsheets. WorkCrest is a small ERP for a job shop: a workshop that buys material, makes parts and sells them to customers.

Everything you do in WorkCrest is writing down something that happened in the real world, in a form the whole team can see. The story of a business runs like this:

StepWhat happens in real lifeDocument in WorkCrestUsually done by
BuyYou order material from a supplier.Purchase Order (PO)Procurement
ReceiveThe material arrives and is counted and put in a store.Goods Receipt (GRN)Procurement / Plant
Pay the supplierThe supplier sends a bill; you check it and pay.Supplier Bill, PaymentAccounts
MakeWorkers turn material into parts.Job OrderPlant
SellA customer asks for a price, then orders.Quotation, Customer OrderSales
DispatchGoods leave in a vehicle with a delivery slip.Delivery ChallanSales / Plant
InvoiceYou bill the customer, with tax.InvoiceSales / Accounts
Get paidThe customer pays; you match the money to the invoice.ReceiptAccounts
You will probably only touch two or three of these steps. You do not need to understand the rest on day one. The sidebar only shows screens your role is allowed to open.

Money and stock are kept honest by two rules. First, a document that has been made final is not edited in secret: you cancel it or correct it with another document, and the history stays. Second, nobody approves their own work (by default), so a second person always sees important documents before they count.

The dashboard: attention items and At a glance figures.
The dashboard: attention items and “At a glance” figures. This is the first page you see after signing in.

2. Glossary: the words you will see

WordPlain meaning
DocumentOne record of one event, with its own number: a purchase order, an invoice, a payment. You create it, it moves through statuses, and it is kept for good.
Master (master data)A list you set up once and pick from later: customers, suppliers, parts, warehouses. Documents refer to masters.
StatusWhere a document is in its life, shown as a coloured badge: for example Draft, Pending, Approved, Rejected, Cancelled.
DraftStill being written. You can change it freely. Nothing has been posted to stock or accounts.
ApprovalA named person (or role) has to say yes before a document counts. Who approves, and above what amount, is set by Admin rules.
ApproverThe person whose turn it is to say yes or no.
Approval status vs fulfilment statusTwo separate things on a purchase order. Approval asks “is the order allowed?”. Fulfilment asks “has the material arrived?”. A PO can be Approved and still Open or Partially Received.
Purchase Order (PO)Your written order to a supplier: what you want, how many, at what price.
GRN (Goods Receipt Note)The record that goods arrived and were counted. It is what adds the quantity to your stock.
Challan (delivery challan)The delivery slip that travels with goods leaving your premises. It records what was sent, to whom.
InvoiceThe bill you send to a customer, including tax.
ReceiptRecord of money you have received from a customer, matched to their invoices.
Supplier billThe bill a supplier sends you. Accounts enters it, and it must be approved before it counts as money you owe.
PaymentMoney you pay out to a supplier.
ReceivableMoney customers owe you. A draft invoice is not a receivable; it becomes one when it is issued.
PayableMoney you owe suppliers.
AgeingA report that groups unpaid amounts by how overdue they are (for example 0-30 days, 31-60 days).
LedgerA permanent, add-only list of entries. The stock ledger lists every movement in and out of stock; the general ledger lists every money entry. Entries are never edited; a mistake is fixed by a new opposite entry.
Stock balanceHow much of a part you have right now, per warehouse, worked out from the stock ledger.
UoM (Unit of Measure)How a quantity is counted: Nos (pieces), Kg, Metre, and so on. Always check the unit beside a quantity.
PartAny item you buy, make or sell, with a part number.
GSTGoods and Services Tax, the Indian sales tax. It is added to invoices and bills and is split in one of two ways: CGST + SGST when the buyer is in the same state as the company, otherwise IGST. WorkCrest works this out and stores it when the document is created.
HSN / SACGovernment tax codes. HSN is the code for goods; SAC is the code for services. They appear on invoice lines.
Job orderAn instruction to the shop floor to make a quantity of a part.
RoleA set of permissions given to your login (Sales, Procurement, Accounts, Plant, Quality, HR, Employee, Admin). Your roles decide which screens and buttons you get.
ToastThe small message that pops up in the corner of the screen after you press a button, saying it worked (“Submitted for approval.”) or why it did not.

3. Signing in and finding your way around

Signing in

  1. Open the web address your Administrator gave you.
  2. Type your username and password, then sign in. You land on the Dashboard.
  3. If you are asked to change your initial password, do it. Never share your login with anyone.
If you leave the screen untouched for a while you are signed out, with a “Still there?” warning a minute before. Too many wrong passwords locks the account for a few minutes. Details are in Getting started.

The sidebar

The left-hand sidebar is your main menu. It is split into sections. Which ones you see depends on your roles:

SectionWhat is inside (examples)
OverviewDashboard, All Modules, My Approvals, Notifications, Handbook
SalesQuotations, Customer Orders, Delivery Challans, Shipping Tracker, Sales Returns
ReceivablesInvoices, Receipts, Credit Notes, Receivables Ageing, Customers
PurchasingPurchase Orders, Blanket Agreements, Approved Suppliers
PayablesSupplier Bills, Payments, Debit Notes, Payables Ageing, Suppliers
InventoryParts, Goods Receipts, Stock Balances, Stock Movements, Reorder Alerts, Misc Stock In/Out
ProductionJob Orders, Job Board, Bill of Materials, Routing
QualityInspections, Non-conformances, Corrective Actions (only if your company has switched Quality on)
PeopleEmployees, Leave, Leave Balances, Reimbursements
AccountingLedger, Journal Entries, Trial Balance, Profit & Loss, Balance Sheet, GST and other reports
ConfigurationCompany, Warehouses, Units of Measure, Chart of Accounts, Approval Rules and other set-up lists
AdministrationUsers & Roles, Page Access, Approval History, What’s New

A screen your role cannot open is simply not shown. That is not a fault.

Four ways to find a screen quickly

All Modules: every screen you can open, grouped by section.
All Modules: every screen you can open, grouped by section. If a screen is not here, your role has no access; ask an Admin.

The Handbook

The Handbook (Overview section) is the guide built into the app. It has four tabs: Using WorkCrest (rules that apply everywhere), How things flow (end-to-end journeys), Words (a glossary) and Screens (every screen in detail). Its search box understands plain words: type “tax” and it finds GST.

The in-app Handbook.
The in-app Handbook: search, then Using WorkCrest, How things flow, Words and Screens.

The bell and your account

The bell in the top bar shows notifications: something waiting for your approval, your own document approved or rejected, overdue items. Click one to jump straight to the document. The full list is the Notifications screen. The user menu in the corner has Account settings and Sign out.

Notifications: the full list behind the bell.
Notifications: the full list behind the bell.

4. Reading a list page and a document page

A list page

Open Purchase Orders from the Purchasing section. Almost every screen with many records looks like this one.

Purchase orders with approval and fulfilment status.
Purchase orders with approval and fulfilment status.
What you seeWhat it does
Status tabs (All, Draft, Pending, Approved, Rejected, Cancelled)Show only documents in that status, with a count on each tab. Lists of things like customers or parts open on Active.
Search boxType a number, name or part to narrow the list.
Filters and date rangeNarrow by supplier, kind of PO, fulfilment status, or by dates. The filter is kept in the web address, so you can bookmark or share a filtered view.
Column headingsClick a heading to sort by it.
Status badgesThe coloured label on each row. On a PO there are two: the approval status and the fulfilment status.
Footer totalOn money columns, the sum of all rows that match your filters, not just the page you can see.
Page size25 rows at a time by default; a picker appears on longer lists.
Export CSVDownloads the rows as a spreadsheet file. Exports are logged for the Admin.
Clicking a rowOpens that record. You do not look for an Edit button on the list; open the record first.

A document page

Click a purchase order. Every document page has the same shape.

A purchase order: lines, approval timeline and actions.
A purchase order: lines, approval timeline and actions.
Only the buttons you may use right now are shown. If a button you expect is missing, look at the status first: for example Print on a PO appears only once it is Approved.

5. Worked example: raise a Purchase Order and get it approved

You will create a purchase order, submit it, and then see how the approver decides it. If you only need one of the two halves, jump to 5A or 5B. Practise on test data if your company has any, and ask before creating real orders.

You need the Procurement role (or Admin) to create a PO. You also need the supplier, the parts and a Bill-to and Ship-to location to already exist as masters; if the pickers are empty, ask your Admin (see Masters set-up).

5A. Create and submit

  1. In the sidebar open Purchase Orders (Purchasing section).
  2. Click the button to add a new purchase order. A form opens.
  3. Supplier *: choose from the list (the star means required). The page tells you “Choose a supplier to continue” until you do.
  4. Order date and Expected delivery: when you are ordering and when you want the goods.
  5. Bill to * and Ship to *: pick the location the supplier should bill and the location the goods should be sent to.
  6. Payment terms (days) and Terms: how many days you will take to pay, and any special conditions in words.
  7. Under line items, press Add line. For each line, fill in:
    • Part.
    • Quantity (check its unit of measure).
    • Unit price (₹).
    • GST %.
    • Supplier part no., only if the supplier uses their own number.
    You need at least one line with a part and a quantity above zero.
  8. Watch the Purchase order total in the bar at the top; it updates as you type. Each line is rounded to the paise, so it matches what is saved.
  9. If a yellow alert appears about a part and supplier, read it. It is a warning from the Approved Supplier List: the part may only be bought from approved suppliers. Fix the supplier or the part, or follow the instruction it shows.
  10. Press Create purchase order. If you change your mind press Discard to leave without saving.
  11. You land on the PO page. The approval status is Draft. A Draft is still only yours; no one is asked to approve it, and nothing has been ordered or posted.
  12. Check the lines. To change anything press Edit, then Save changes.
  13. When it is right, press Submit for approval. A message says “Submitted for approval.” and the status becomes Pending. The activity timeline shows who it is waiting on.
If you press Create and a red message appears instead, read it; it says what is wrong (a missing supplier, a part that is blocked, and so on). Fix it and press the button again. Your typing is not thrown away.
Draft versus Pending. In Draft you can edit, and you can delete it (if allowed). Once Pending you usually cannot edit; if it is rejected you can reopen it as a Draft, fix it and resubmit. Who must approve, and from what amount, comes from the Approval Rules an Admin has set, not from this form.

5B. Approve it from the inbox

This part is done by the approver the rule names. The approver gets a bell notification.

  1. Open My Approvals in the Overview section. It lists everything waiting for you, across all document types, with a column showing the next approver.
  2. Click the purchase order row to open it. Read the supplier, the lines, the quantities, the prices and the total. Check them against what you expected.
  3. In the comment box type a note if you want one (optional, but useful when you reject).
  4. Press Approve or Reject. A message says “Approved.” or “Rejected.”.
  5. If the rule has more than one step, the order moves to the next approver and stays Pending. When the last step approves, the status becomes Approved.
  6. Back on the PO page, the activity timeline shows each decision with the name, time and comment.
My Approvals: everything waiting for your decision, across all document types.
My Approvals: everything waiting for your decision, across all document types.
You normally cannot approve a document you submitted yourself. Another person who matches the approval step must do it. This is deliberate, not a bug.

5C. What happens next

Goods receipts (GRN).
Goods receipts (GRN): the next document in the chain once material arrives.

6. When something goes wrong

  1. Read the toast. A red message in the corner almost always says exactly what is wrong (“Choose a supplier”, a permission problem, a rule that blocks the action). Read the whole sentence before clicking again.
  2. Check the status badge. Most “I cannot do that” problems are a status problem. A Pending document cannot be edited. A Draft cannot be printed. A Cancelled document cannot be reopened.
  3. Check the list filters. A document you cannot find is often hidden by a status tab, a date range or a search word. Clear them. Also check the tab: master lists open on Active.
  4. Look at the activity timeline on the document. It shows who last acted and what is waiting.
  5. Missing screen or button? Your role may not allow it. Check All Modules; if it is not there, ask an Admin.
  6. Signed out unexpectedly? You were idle too long. Sign in again and redo the unsaved form.
  7. Ask the right person and give them the document number, what you pressed and the exact message.
ProblemAsk
Cannot sign in, locked account, forgot password, missing screen, wrong roleYour Admin
A document is stuck PendingThe person named in its activity timeline; or your Admin to check the approval rule
Supplier, customer or part is missing from a pickerWhoever maintains masters (usually your Admin) – see Masters set-up
Numbers look wrong on a posted documentAccounts. Do not try to edit it; they correct it with a credit/debit note or journal.
Anything elseTry FAQ and Caveats, then ask.

7. Good habits

If you are...Read
Sales (quotes, orders, invoices)Sales guide, then Order to cash
Procurement (buying, receiving)Procurement guide, then Procure to pay
AccountsAccounts guide, Month end, Reports guide
Plant Head or shop floorPlant guide, then Shop floor
QualityQuality guide
HR, or an employee applying for leave or claimsHR and Employee guide
AdminAdmin guide, Masters set-up
An approver of anythingApprovals
Want a quick reminderCheat sheets
Have a questionFAQ and Caveats
Want to know what reports existReports guide

Back to the training home