Skip to content
KatekileWorldwidekatekile Docs ERP user guide

Katekile ERP user guide

Step-by-step instructions for every screen in Katekile ERP — who does what, in which order, with a screenshot of each step. From the first quotation to the last card off the mailer line.

Contents

Getting Started

What Katekile ERP is, how to sign in, and how to find your way around.

Roles & Permissions

Who can do what — every Katekile role, its menu, its permissions and its approval rights.

Sales & CRM

Leads, prospects, opportunities, customer KYC, quotations with approval, sales orders and sales dashboards.

Procurement & Purchasing

Supplier onboarding with B-BBEE verification, material requests, RFQs, supplier quotations, purchase orders, goods receipt and supplier invoices.

Manufacturing & Shop Floor

Work orders for card personalisation, the Katekile Shop Floor app, job cards, BOMs, QR-coded manufacturing orders and the production dashboard.

Inventory & Vault

Items, warehouses and the secure vault, stock entries, pick lists, stock reports and the stock dashboard.

Dispatch

Delivering personalised cards to the customer with Delivery Notes.

Finance & Accounting

Sales and purchase invoicing, payments, reconciliation, journals, FX revaluation, budgets, the chart of accounts and financial reporting across the four companies.

Reports & Analytics

The Katekile Reports catalogue, the 19 custom Katekile reports and every dashboard.

Administration

Users and roles, theme, print formats, email notifications, workflows and system maintenance.

Help & Troubleshooting

Common problems and how to fix them, plus a glossary of Katekile ERP terms.

Start from your role

Each role page shows the menu you see, what you can create, approve or only view, and the guides you need.