Thank You!
Thank you for choosing Lifecycle-ERP! We look forward to working with you to make your experience the best possible! Don’t hesitate to reach out with any questions you might have. Below you will find a Getting Started section with six steps to take before you begin processing assets. You should be receiving a welcome email shortly with instructions.
Getting Started
Step 1: Logging in
You will receive an email shortly containing your login credentials and the URL.
Step 2: Setting Up Users
Once you have logged in, navigate to the Setup tab and select Users from the left hand sidebar. At this point you can begin entering new users by simply typing in their information into the provided fields. Make sure to fill them ALL out as they are used in different parts of the software. If you have any questions, feel free to reach out to our team or look at the Support Tab for a video called “Managing Users”.
Step 3: Setting Up Companies
With Users set up, the next most important thing is to enter or import the companies you deal with. To manually enter companies, simply click on the Company tab and fill out ALL of the information in the form and hit save. To import companies, go to the Setup tab and select Import Data in the left hand sidebar. Click the Upload button under Data File Attributes and upload your CSV file (easiest). Note that the headers need to be mapped to our data points so make sure you have ALL of those headers and data ready before uploading. Once you’ve mapped the file, click Import Now and your companies are imported.
Step 4: Managing Assets
Now that you have users and companies, you need to check your assets to make sure that what you bring into your facility is well represented in the software. To do that, navigate to the Setup tab and select Assets from the left hand sidebar. Here you can create and/or modify Assets. If you have Assets that you repair or refurbish with parts, you can create parts lists for those specific Assets and assign them to the Asset. See the Customize step below for more information on creating parts lists.
Step 5: Customize you Select Groups
Select Groups are an integral part of making the software your own. By creating/modifying these lists, you add all of your own data into the software for use throughout. To create or modify a Select Group, navigate to the Setup tab and select the Select Group option from the left hand sidebar. Here you can, for example, create a parts list by providing a name and parts options, once saved, you can browse to the Assets section, go to the Asset you created the parts list for, click inside the Repair Parts field and choose your list.
Step 6: Customize the Rest
Under the Setup Tab, navigate through each option in the left hand sidebar and modify the options as needed to ensure your company data is set up the way you want. This goes hand in hand with Select Groups as they are used to configure all of these settings.
Find Out More…
Click the button below to book a training session with one of our associates. We will walk you through the concepts, features, functionality, and address any questions or concerns you might have. Your productivity and success is our goal.