ForXell Getting Started Guide

Welcome

About This Guide

ForXell is a comprehensive ERP system: customers, suppliers, products, inventory, quotes, orders, delivery notes, electronic invoices (Factur-X), purchasing, after-sales service, calendar, accounting… all in a single web application.

This guide walks you through getting started, in the recommended order. We illustrate each step using a fictional demo company—“Studio Création Visuelle”—and its partners, so you can follow along exactly with your own data.

Step 1

Create Your Account & Start the Trial

It all starts at forxell.com.

1. Go to forxell.com and click on Pricing / Try It.
2. Choose your plan (monthly or annual), the number of positions, and, if you have one, enter your promo code.
3. Confirm your 14-day trial. Payment is securely processed by Stripe; you won’t be charged until the end of the trial.
4. You’ll immediately receive an activation email containing the address for your account (e.g., https://votre-societe.forxell.com) and your temporary login credentials.

Step 2

First Login & Security

1. Open the link you received via email, e.g., https://votre-societe.forxell.com/app/login.
2. Enter your email address and the temporary password, then set your personal password.
3. Enable two-factor authentication (2FA)—required to protect your data. You can use a one-time code or, on mobile, your fingerprint or Face ID (passkey).

Step 3

Explore the Dashboard

Once logged in, you’ll be taken to your dashboard. This is your starting point for all features.

The three key areas to know

• The left-hand menu—organized into FILE (Company, Users, Postal Codes & Cities, Import/Export) and MANAGEMENT (Customers, Suppliers, Products, Contacts…).
• The metrics at the top—Revenue, Margin, and Average Rate over 3 fiscal years, updated in real time.
• The tiles—direct access to modules: Quotes, Orders, Invoices, Waybills, Inventory, Calendar, Helpdesk, AI Assistant, etc.

Step 4

Set Up Your Company

First, enter your company’s details: this information will appear on all your documents (quotes, orders, invoices) and on your public profile.

Open FILE › Company (Config). The configuration is organized into tabs.

Contact Information tab

Headquarters address, phone number, and contact emails.

Legal Tab

French legal identification: SIRET, SIREN, intra-EU VAT number, APE/NAF code, RCS, and share capital. These details are required on your invoices.

Step 5 — Do this first

The Postal Codes & Cities Database

Open FILE › ZIP Codes & Cities, then click + New City and enter the ZIP code, city, and country. Repeat for all the cities you’ll be using.

Step 6

Enter Your Suppliers

Open MANAGEMENT › New Supplier. Only the Company Name field is required; fill in the contact information, address (ZIP code/City from the database), phone number, email, and intra-Community VAT number. Click Create Supplier.

You can then find them via MANAGEMENT › Suppliers.

Step 7

Enter Your Customers

Open MANAGEMENT › New Customer. ForXell distinguishes between two types:

• Business (B2B) — identified by company name.
• Individual (B2C) — identified by first and last name.

Enter the address (ZIP code/City from the database), phone number, and email address, then save. The list is accessible via MANAGEMENT › Customers, with search options by name, city, SIRET number, customer code, and Business/Individual filters.

Step 8

Create Your Products & Services

Open MANAGEMENT › New Product. Enter the product code (required), description, purchase price, and selling price (excluding tax), VAT rate, manufacturer/brand, and, if necessary, the associated supplier. You can create both physical products and services.

Step 9

Importing Your Existing Data (Recommended)

Coming from another software system? No need to re-enter anything manually. The “Import My Data” tile imports your customers, contacts, and products from any CRM.

1. Export your data from your old tool in CSV or Excel format (one file per type: customers, products, etc.).
2. Open the “Import My Data” tile and drag and drop your files (you can select them all at once).
3. The AI detects the type of each file and automatically maps the columns. You review the suggested mapping.
4. Confirm: the records are created.

Step 10 — The Core of the Business

The sales cycle: from quote to invoice

ForXell links your sales documents through transformation: each document retains a link to the previous one (the connection dots you see at the top of the records).

10.1 — Create a Quote (Offer)

Open the “Quotes” tile (or MANAGEMENT › Quotes) and create a quote: select the customer, enter a subject, then add line items by selecting your products (quantity, price, discount, VAT). The total, VAT, and margin are calculated automatically.

10.2 — Convert to Order

When the customer accepts, click Quote → Order. The order includes all the line items. From the order, you can generate the packing slip, delivery note, and invoice—or even a purchase order to restock.

10.3 — Generate the Delivery Note

Click Order → Delivery Note. The delivery note is used to release the goods; the Stock Out button reduces your inventory accordingly.

10.4 — Issue the invoice

From the order (or the DL), click → Invoice. The invoice includes the entire document.

Step 11

Collection & Tracking

On the invoice detail screen, the Payments tab lets you record payments and generate an online payment link. On the management side, the Payments, Unpaid, and Reminders tiles help you track payments and automatically send reminders for overdue invoices.

• Credit Memo — Issue a credit memo with a single click directly from the invoice if necessary.
• Accounting — Journals, General Ledger, Trial Balance, and FEC Export for your accountant.

Step 12

Take It Further — A Complete ERP

Beyond the sales cycle, ForXell covers your entire business. Here are the additional modules, illustrated by the demo company.

Purchasing & Procurement

Place supplier orders (directly or by converting a customer order), track receipts (full or partial) and backorders, then manage supplier invoices (with OCR). Each receipt updates inventory and the WACC (weighted average cost per unit).

Inventory

Inventory is tracked via the inventory journal (receipts and delivery notes). The “Inventory Operations,” “Inventory Journal,” and “Inventory Alert” tiles provide visibility; an alert threshold for each product warns you before stock runs out.

Accounting

Import your national chart of accounts (French PCG, German SKR, etc.), then post your sales and purchases as journal entries. You then have access to Journals, General Ledger, Trial Balance, Aging Balance, Income Statement / Balance Sheet / VAT reports, account reconciliation, bank reconciliation, and FEC export (and DATEV for Germany).