Introduction to ianaiERP
Introduction to your next generation ERP solution
What is ianaiERP?
ianaiERP is a powerful, cloud-native operations platform designed to centralize and streamline your day-to-day business processes. From inventory and purchasing to manufacturing, multi-channel shipping, and returns, ianaiERP scales with your business.
Built for modern global commerce, it natively supports multiple companies, diverse warehouse locations, international countries, and multi-currency transactions. Whether you need precise lot/bin tracking, complex routing definitions, or rule-based Bills of Materials (BOMs), ianaiERP is highly configurable to fit your unique operational workflows.
Key Features
| Feature | What it does |
|---|---|
| Multi-Company & Global Operations | Consolidate multiple business entities and navigate complex global markets with built-in multi-currency and multi-country configurations |
| Advanced Manufacturing & WIP | Define production workflows, optimize floor routing, and track real-time status of assembly lines and raw materials |
| Integrated Project Tracking | Connect operational supply chains directly to internal or client-facing project lifecycles |
| On-the-Go Field Service | Manage client support agreements, service contracts, and mobilize off-site service technicians seamlessly |
| Unified Accounting & Invoicing | Track real-time cash flow, pending shipments, open purchase values, and multi-currency receivables directly from operational activities |
| Centralized HR | Manage your workforce, team structures, and human resource allocations natively within your operations hub |
| Multi-Channel Sales Integration | Automatically synchronize stock and order details across Shopify, BigCommerce, and custom storefronts |
| Carrier & Shipping Automation | Shop carrier rates and fulfill orders instantly with USPS, FedEx, UPS, DHL, and EasyPost |
| Extensible Scripting & Analytics | Write custom JavaScript that runs on your own business events, and tap into deep reporting engines for data-driven decisions |
Getting Started
Ready to transform your business operations? Launch your workspace in three simple steps:
- Create Your Account: Sign up and log in securely via www.ianaierp.com
- Set Up Your Workspace: Visit Settings to add your companies and locations, set up user permissions, and connect your sales channels.
- Explore Your Dashboard: Land on an interactive, widget-based home screen displaying your Open POs, Open Sales Orders, Invoices, and Sales Performance metrics at a single glance.
Documentation Structure
This documentation hub mirrors the design of your ianaiERP sidebar:
1. Quick Start Guide — Get your organization onboarded, synchronized, and processing transactions with minimal friction.
2. Core Features — Step-by-step guides for every active workspace in your sidebar:
| Area | Covers |
|---|---|
| Inventory | Real-time stock levels, multi-warehouse routing, bins and lots |
| Manufacturing | Rule-based BOMs, work orders, floor operations |
| Equipment | Physical assets, machine utilization, preventative maintenance |
| Purchase | Procurement pipelines, vendors, open PO values |
| CRM | Leads, contacts, prospect discovery, and outreach sequences |
| Sales | Incoming order flows, marketplace data-syncing, pricing catalogs |
| Shipping | Pick/pack, carrier label printing, tracking, and inter-location relocation |
| Service | Return authorizations (RMA), restocking, credit memos/refunds, and repairs |
| Accounting | General ledgers, unpaid/overdue invoices, international accounts |
| Project | Team tasks, milestones tied to inventory usage, phase deliveries |
| Field Service | External technician dispatches, service routing maps, on-site job signatures |
| HR | Personnel records, operational shifts, employee data |
3. Analytics & Advanced Customization
| Area | Covers |
|---|---|
| Reports | Advanced data filtering, custom BI charts, performance audit exports |
| Miscellaneous & Developer Tools | Advanced settings, system hooks, proprietary script language for tailoring your environment |
💡 Tip: Your ianaiERP home page is built for personalization. Click Custom Layout at the top right of your dashboard to add, drag, drop, and rearrange live metric tiles so you always see your most critical KPIs first. We're excited to get you started!