Simafri ERP
Welcome to the documentation for Simafri ERP, your online business management software. You will find here how to run your sales and your purchases day to day: draw up a quotation, issue an invoice, record a payment, follow what your customers owe you and what you owe your suppliers.
What is Simafri ERP?
It is your business management software, opened from a browser, with nothing to install and nothing to update. You keep in it:
- your sales: quotations, invoices, credit notes, customers and catalogue;
- your collection: payments, allocation, reminders and online payment methods;
- your purchases: received invoices, outgoing payments and suppliers;
- your stock: levels, goods in and out, alert thresholds and stocktaking;
- your bank: statements loaded and every movement reconciled;
- your accounting: the journal for a period, under the numbers of your chart of accounts;
- your supporting documents: the scan of the paper, attached to the document it supports;
- your exports in spreadsheet format, for your accountant.
A single account carries as many companies as you have, each with its own bookkeeping currency, its jurisdiction, its legal mentions and its own numbering series.
Where to sign in
Your workspace is at erp.simafri.com. You sign in with your email address and the password given to you when your access was opened.
Your subscription, your Simafri invoices and your payments are followed in your client area, my.simafri.com.
How this documentation is organised
- Getting started: sign in, set up your company, create your first customer and your catalogue.
- Quotations, invoices and credit notes: draw up a document, issue it, convert it, print it and export it.
- Payments and reminders: record a payment, allocate it, chase overdue invoices and collect online.
- Purchases and suppliers: enter a received invoice, break it down, pay it and export deductible VAT.
- Stock: levels, goods in and out, the alert threshold and stocktaking.
- Bank and reconciliation: declare your accounts, load a statement and reconcile your movements.
- Accounting export: load your chart, map your accounts and output the journal for a period.
- Attachments and supporting documents: attach the paper to the document, download it again and follow your storage.
- Your account and your companies: companies, sharing, your team's access and your subscription.
- Frequently asked questions: short answers to the questions asked most often.
How to get help
For any question or request, go through your Simafri support channel. Every exchange and every file stays attached to your file there, which speeds up handling and keeps information from getting lost.
The screen labels quoted in this documentation are given as they appear in the software, with their English meaning in brackets on first use.