Bind ERP Foundations

Module 1: Fundamentals and Initial Setup (First Steps)

In this module, you will learn the fundamental aspects of BIND ERP and take your first steps within the system. It will guide you to configure your account correctly from the beginning, understand the general structure of the platform, and prepare your workspace to start operating in an organized and efficient manner from day one.

Interface Tour: A general overview of the dashboard, menus, and main sections

You will learn to navigate confidently within the BIND ERP system. You will get to know the main dashboard, the menus, and the most important sections, so that from your first login you know exactly where to find what you need.

Dashboard Overview

When you log into BIND ERP, the first thing you'll see is the Home section.

From there, locate the Dashboard module.

Here you will find a quick and general overview of your company's status.

Within this section, you will see different tabs such as:

General Summary

In this tab, you can view a general overview of your company's performance. Key indicators are displayed, such as:

Sales History: This graph allows you to visualize how your revenue has evolved over time.

Cash Flow History: This allows you to track the financial behavior of your company over different periods.

Overdue Portfolio: This allows you to quickly identify customers who have past-due debts.

Income/Expenses: In this section, you can view a comparative display of your company's income and expenses in a recent period.

Working Capital: This section allows you to view the difference between your current assets (such as cash, accounts receivable, inventories) and your short-term liabilities (such as accounts payable).

Sales

Here you will find a visual and numerical analysis of the sales made.

• Total sales by date range
• Best-selling products
• Sales comparison between months
• Top-buying customers
• Commercial behavior trends

Expenses

In this section, you can view the graph that reflects the value of your historical expense orders, getting a clear view of your expenses that can be filtered by branches, accounting accounts, suppliers, categories, etc.

It is useful for identifying in which areas more money is being invested and whether those expenses are proportional to your income.

Reconciliation

In this tab, you can see the reconciliation status between your bank transactions and the records in Bind ERP.

It allows you to:

• Validate if your balances match the bank's
• Detect transactions pending reconciliation
• See differences between what is recorded and the actual amounts in your bank accounts

Left Sidebar Menu

Here you will find the main menu that remains fixed while you navigate the system.

Each section expands to show specific sub-modules. For example, within "Purchasing" you will find: Products, Suppliers, purchase orders, and expenses.

Top Bar – Key Access

At the top of the screen, you will find key access points that will allow you to navigate and customize your account with ease. These include:

• Exchange rates: to consult and adjust the current exchange rate.
• Settings: direct access to the general account settings.
• Shortcuts: quick buttons to frequently used sections.
• Quick search: find customers, products, documents, and more from one place.
• Help center: with useful articles and resources on using BIND ERP.
• User profile: where you can manage your personal information and log out.

My Company Settings: Fill in tax details, upload the logo, and establish basic information.

Before you start operating with Bind ERP, it is important to customize your account with your company's specific information. This initial step will allow the system to function correctly and reflect your business's identity and needs from the very beginning.

From the main panel, access Settings.

Within this section, you will find the “Company Profile” section.

Once inside, you will see five main tabs that group all the necessary information.

Details

Here you will enter the general and fiscal data of your company:

• Name or business name
• Tax ID (RFC) and fiscal regime
• Fiscal address
• Contact information
• Upload your logo so it appears on all official documents generated by the system (invoices, quotes, delivery notes, etc.)

When all your information has been entered, click the Save button.

Configuration

From here you can enable or disable functions according to your needs.

Integrations

In this section, you can connect your BIND ERP account with different online sales platforms. This feature allows you to automatically synchronize catalogs, orders, and customers for more efficient management of your commercial operation.

Zapier Integrations

From this tab, you can explore the different applications that BIND ERP can connect with through Zapier, facilitating the automation of processes between platforms without the need for programming.

Files

In this section, you can upload various documents or files that you wish to link to your company's profile, such as images, spreadsheets, presentations, among others. Keep in mind that each file must have a maximum size of 5 MB.

User and Permission Management: How to create new users and assign roles (salesperson, warehouse manager, administrator).

Proper management of users within the system is essential to ensure the control and security of information. In this section, you will learn how to add new users to your account, assign them specific roles such as administrator, salesperson, or warehouse manager, and define the permissions each will have according to their functions within the company.

From the main panel, access settings.

There you will find the “Users” section.

From there you can see the list of active users, their roles, and add new users to the system.

Add user

Select the “Add” button.

Here you can register a new user in the account by entering their basic information. You just need to complete the required fields, such as name, phone number, and the branch they will have access to. Once you have finished filling in the data, you can save the new user, who will appear in the list along with the other members of the system.

User Permissions

Once you have registered the new user, you can configure their access within the system according to their role in the company. To do this, go to the user list and click on the corresponding “User Details” button.

This will take you to a new screen divided into two tabs: Details and Permissions. Enter the “Permissions” tab, where you can enable or restrict specific functions within the system. This will allow you to assign the user only the tools and sections they need according to their responsibilities, whether as a salesperson, warehouse manager, administrator, among others.

This way, you can have greater control over sensitive information and ensure that each team member has access only to what is necessary to perform their job.

Tax Configuration: Setting up common taxes (VAT, IEPS, withholdings).

If your company is registered as a tax withholding agent, this section will allow you to establish the corresponding percentages for VAT and ISR, according to your fiscal regime.

To begin, access the Configuration menu and go to System Catalogs. Within this section, select the tab called “Taxes”.

From there, you can activate the necessary options to apply withholdings and manually define the corresponding percentages. Once you have entered the data, do not forget to click the “Save” button located in the lower-left corner.

Chart of Accounts: Understanding the basic structure and how to customize it if necessary.

The chart of accounts is a tool that allows you to organize and classify all the accounting movements of your company. Here you can consult, edit, or add accounts to adapt them to the financial and accounting operations of your business.

To start with the configuration of your chart of accounts, access the Accounting module, go to the Configuration section, and choose the “Chart of Accounts” option.

This section displays a pre-loaded catalog, aligned with the guidelines defined by the SAT (Mexican Tax Administration Service).

Add Chart of Accounts

To view the accounts within a group, click on the name of the major account. This will display the associated active accounts. For example, by selecting “Costs” you can see subcategories like “Cost of sales and/or services”.

If you want to add a second-level account, first click on the category where you want to create it. Then click on “SELECT ONE” and choose the concept you want to add. Keep in mind that only the options that comply with the SAT's chart of accounts guidelines will be displayed.

Next, you will be asked to enter the name of the sub-account and its number.

Finally, just click on ✔️ to apply the changes.

Branch and Warehouse Management: How to set up multiple physical locations.

In this section, you will learn how to create, edit, and manage multiple branches within Bind ERP.

Add branch

By default, the system generates a branch called MATRIZ (MAIN). This can be modified, or you can add new branches according to your company's needs. To do this, go to the Configuration menu, select System Catalogs, and then go to the Branches section.

In the “Branches” tab, it will show you a screen like the following:

Click on the “Add branch” button and add the data for your new branch.

Click on “Accept” and save the changes.

Edit or delete branches

To edit a branch, click on the green button, and a window identical to the one for adding a branch will open. There you can make the necessary modifications and save the changes.

To delete a branch, just click on the red button and then click accept.

Initial Catalog Loading: Using Excel templates for bulk import of customers, suppliers, and products.

Bulk import of customers

This function allows you to add multiple customers or edit them in bulk.

To start importing your customers, access the Sales module and go to the Customers section.

On the customers screen, locate and click the “Import” button.

When you access this option, a new window will be displayed. To continue, click on “Import new customers”.

Next, a series of instructions will appear that you must follow to import your customers. Click on the blue highlighted word link.

A file named “CustomerTemplate.csv” will be downloaded automatically, where you must enter the required information to add new customers to the system.

Fill in the required information in each column and save the document.

Finally, return to the customer import window and attach the document in the “Select file” section and click “Process”.

Bulk import of suppliers

To start importing your suppliers, access the Purchasing module and go to the Suppliers section.

On the suppliers screen, locate the “More options” option and click on “Import”.

Clicking it will show you the following screen where you will click on “Import new suppliers”.

Next, a series of instructions will appear that you must follow to import your suppliers. Click on the blue highlighted word link.

A file named “SupplierTemplate.csv” will be downloaded automatically, where you must enter the required information to add new suppliers to the system, and after filling it out, save the document.

Finally, return to the supplier import window and attach the document in the “Select file” section and click “Process”.

Bulk import of products

To start importing your products, access the Purchasing module and go to the Products section.

On the products screen, locate the “More options” option and click on “Import”.

Clicking it will show you the following screen where you will click on “Import new products”.

Next, a series of instructions will appear that you must follow to import your products. Click on the blue highlighted word link.

A file named “ProductTemplate.csv” will be downloaded automatically, where you must enter the required information to add new products to the system, and after filling it out, save the document.

Finally, return to the product import window and attach the document in the “Select file” section and click “Process”.