Getting started
Sign in, find your way around the screens, work with lists and printouts, follow your notifications and read the dashboards.
18 articles
First steps
Sign in, sign out and reset a forgotten password
Open your company's address, sign in with your email and password, and know what to do when the password is forgotten or the account is locked.Find your way around the screen
The top menu bar, the sidebar, the icons in the header and the page header explained, so you can reach any screen in a few clicks.Your account menu: language, dark mode and signing out
Open the menu behind your photo to switch between Arabic and English, turn dark mode on or off and sign out.Set up your company - the first-day checklist
The order in which an administrator sets up branches, warehouses, currencies, taxes, users and opening data before the team starts recording real transactions.
Everyday work
Work with lists - search, filter, sort and export
Every list in Rocket ERP works the same way. Find a record with search and filters, sort the columns, choose how many rows to show and export the result to Excel or PDF.Print a document or save it as PDF
Print invoices, quotations and purchase documents on A4, A5 or a receipt roll, or download them as PDF to send to a customer or supplier.Follow your notifications
The bell in the header tells you when something needs your attention. Read notifications, open the record behind them and mark them as read.Chat with your colleagues
Send messages and files to a colleague without leaving Rocket ERP, see who is online and pick up conversations where you left them.
Dashboards
The Overview page - all your dashboards in one place
Home › Overview gathers every dashboard your group may open into tabs, from sales and purchasing to HR, CRM and alerts.Read the executive dashboard
Revenue, gross profit, cash, receivables and payables for the whole company on one screen, for any period and branch, compared with the period before.Follow sales on the sales dashboard
Today's, this month's and this year's revenue, the monthly target, and the customers, products and salespeople behind the numbers.Track buying on the purchasing dashboard
Open and overdue purchase orders, this month's and this year's purchases, the main suppliers and items, and the orders waiting longest.Watch profit and cash on the accounting dashboard
This month's revenue, expenses and profit, a short profit and loss statement, receivables and payables by age, daily cash flow and your largest expenses.Check the financial position on the CFO dashboard
Cash and bank, work in progress, this month's payroll and what you owe suppliers, plus production cost against payroll and the work orders in progress.Act on warnings from the alarms dashboard
One list of the problems that need action across the business - stock running out, late purchase orders and work orders, open tickets, contracts to renew and old unpaid invoices.When a dashboard shows no figures or different figures
What the unavailable and no-data messages mean, why a dashboard figure can differ from a report, and what to do when a dashboard is missing from your menu.
Help and support
Read the user guide inside the system
The User Guide screen holds the full Rocket ERP manual. Search it, jump to a section, share a link to it or print it.Ask the support assistant
The support assistant answers how-to questions about any module in plain language, from inside the screen you are working on.
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