01
Choose Modules
Select the modules that match your business needs.
Getting Started
Get Started with Entrapris
Set up your business with the information you already have. Choose the modules you need, prepare your essential records and start using your selected workflows.
You do not need to configure every module or migrate every historical record before getting started. Begin with what your business needs now.
Onboarding Workflow
From Module Demo to Completed Workflow
Follow the module demo, carry out the demonstrated actions in Entrapris and check the result. Repeat for each module you choose to use.
02
Watch Demo Videos
Watch the relevant module demo to see the actual menus and actions.
03
Prepare Information
Gather the business details and records needed to follow the demo.
04
Follow the Workflow
Carry out the demonstrated steps in Entrapris using your business information.
05
Check the Results
Confirm the workflow is complete and the resulting records are correct.
Implementation Timeline
5-Day Implementation Gantt Chart
This is a suggested rollout plan for your selected modules. Watch each module demo, follow its documented workflow, and check the results before moving on. You can start using completed workflows earlier.
PreparationModule workflow testingFinal review and go-live
Activity
Day 1
Day 2
Day 3
Day 4
Day 5
Choose modules and watch demos
Prepare business information and data
Booking
CRM
Sales
Field
Inventory
Procurement
Finance
HRMS
AI Assistant
Final checks and go-live
The schedule is a planning estimate, not a fixed implementation requirement. CRM workflow testing is provisionally estimated at 30 minutes. Other module testing times will be refined from their actual PowerPoint workflow steps. Data preparation and additional training may require extra time.
Your Setup Plan
Five Practical Steps
Follow these steps at your own pace. A straightforward setup can be completed in a short session, while data preparation, additional requirements and team training may take longer.
01
Choose What You Need
Start with the business problems you want to solve. Choose the relevant Entrapris modules and identify who will use them.
What to do
- 1Decide which business processes you want to manage first.
- 2Choose the modules relevant to your business.
- 3Identify the main administrator and the users involved.
Result: A clear starting scope without having to configure every module at once.
02
Prepare Your Business Information
Gather the essential information required for your selected modules.
What to do
- 1Prepare your company name, contact details and business address.
- 2Gather customer, supplier, product and employee information where applicable.
- 3Prepare the details needed for your normal business documents and transactions.
- 4Check that the information is accurate and reasonably complete.
Result: The essential information is ready to enter into Entrapris.
03
Set Up Your Selected Modules
Enter the information needed for your day-to-day work. Follow the module order below as a reference, and skip modules you do not need yet.
What to do
- 1Set up the essential records for each selected module.
- 2Configure the available features relevant to your business processes.
- 3Check that the information is present before testing your workflows.
Result: Your selected modules are prepared for the tasks you intend to perform.
04
Import Existing Data If Needed
If you already have spreadsheets or historical records, check the supported import options. If you are starting fresh, you can skip this step.
What to do
- 1Identify which existing records are necessary for your operations.
- 2Use the relevant import templates and follow the Data Migration Guide.
- 3Check imported records and resolve errors or duplicates where applicable.
- 4For Finance imports, validate and review transactions before posting them.
Result: Required existing records are transferred and checked, or you can proceed with newly entered information.
05
Test and Start Using Entrapris
Try the everyday tasks your team needs to perform before relying on the system for normal operations.
What to do
- 1Test representative tasks in each selected module.
- 2Check important records and the results of your transactions.
- 3Show users how to perform their common tasks.
- 4Resolve any critical issues and identify who will handle questions.
- 5Start using the selected workflows and expand when you are ready.
Result: Your team is ready to start using the selected Entrapris workflows.
Module Setup
Set Up the Modules You Need
Use this order to review your setup requirements. You can skip modules that are not relevant to your business yet. Import options below refer to the current Data Migration Guide; they do not mean that manual entry is unavailable when a CSV import is not listed.
01
Booking
Prepare the services and availability customers need to make bookings.
Prepare
- Add the services or events you want customers to book.
- Set up availability and booking details.
- Publish your booking page and check the customer booking experience.
Data import: The current Data Migration Guide does not list a CSV import for Booking.
02
CRM
Organize customer information and follow-ups.
Prepare
- Prepare customer names and contact details.
- Review customer fields and the information your team needs.
- Prepare follow-up tasks, reminders and contract records where applicable.
Data import: CSV imports are listed for customers, contracts and support tickets.
03
Sales
Prepare the information needed to manage quotations, orders, invoices and payments.
Prepare
- Review customer records and relevant product or service information.
- Prepare the details needed to create quotations and invoices.
- Check how your team will track customer payments.
Data import: CSV import is listed for historical sales invoices.
04
Field
Prepare staff and information for managing field visits.
Prepare
- Identify the people who will handle field work.
- Prepare the work details, addresses and contact information needed for visits.
- Test creating a visit, scheduling it and updating its status.
Data import: The current Data Migration Guide does not list a CSV import for Field.
05
Inventory
Prepare the product catalogue and stock information you need to manage.
Prepare
- Review product names, SKUs and prices.
- Prepare opening quantities where applicable.
- Check stock records and locations before relying on the recorded quantities.
Data import: CSV imports are listed for products and stock adjustments.
06
Procurement
Organize supplier information and purchasing records.
Prepare
- Prepare supplier names and contact details.
- Review supplier quotations and purchase order information where applicable.
- Prepare any supplier invoice records you need to transfer.
Data import: CSV imports are listed for vendors, purchase orders and supplier invoices.
07
Finance
Prepare financial transactions for review and reporting.
Prepare
- Identify transactions that need to be brought into Finance.
- Prepare the relevant transaction information and source records.
- Test importing, validating, posting and reviewing transactions.
Data import: CSV import is listed for transactions from outside the Sales invoicing workflow. Imported transactions must be validated and posted before they enter the books.
08
HRMS
Prepare employee information and relevant staff processes.
Prepare
- Prepare employee details and work contact information.
- Review onboarding, leave and expense claim processes relevant to your team.
- Check employee access and any invitation requirements.
Data import: CSV imports are listed for employees and expense claims. Payroll pay runs can also be imported, but employees must already exist in HRMS.
09
AI Assistant
Use the AI Assistant to help review relevant business information and identify items needing attention.
Prepare
- Explore the available assistant features.
- Review the business information available to the assistant.
- Check which relevant business signals and tasks it can help you monitor.
Data import: The current Data Migration Guide does not list a CSV import for AI Assistant.
Straightforward Setup
Start with the essentials
If you are setting up a few modules with readily available business information, you may be able to complete the initial setup in one short session. Focus on what you need to start working.
When More Time Is Needed
Data and team preparation
Existing records may need cleanup before import. Historical transactions, complex requirements and staff training can add time. Import only the records you need, and allow time to check the results.
Final Review
Ready to Get Started?
Use this quick review to check whether your selected workflows are ready for everyday use.
- 1We have selected the modules we need first.
- 2Our essential business information is ready.
- 3Required records have been entered or imported and checked.
- 4Our main business workflows have been tested.
- 5The relevant users know how to perform their tasks.
- 6We know who to contact internally when questions or issues arise.
Start with What You Need
Your Business, Ready to Move Forward
Prepare the essentials, choose the modules that fit your business and start using Entrapris one workflow at a time.