Company owner or administrator
Open Administration to manage current membership, roles and invitations, then return to Overview for operating work.
BloxLoop ERP · Help & FAQs
Find the next ERP step.
Use this guide to open the right workspace, understand your role and complete supported ERP work without guessing what an action does.
Getting started
Account first, workspace second.
- Sign in to your BloxLoop account.Your account proves your identity; it does not by itself grant access to a company workspace.
- Choose an assigned ERP workspace.One accessible workspace opens directly. If you have several, select the company you intend to work in.
- Open a visible module.The menu shows only modules permitted by your active tenant role and current access state.
- Review before submitting.Read the action status: some actions post directly under stored policy, while others wait for an assigned reviewer.
Role paths
Start with the work assigned to you.
Operational staff
Use only the modules visible for your role. Common paths begin with purchasing, inventory, sales or distribution.
Reviewer or finance user
Open the relevant module queue, verify the source and evidence, then approve, reject or correct only when your assigned policy permits it.
Module guide
What each ERP area is for.
- CRM
- Leads, opportunities, tasks and governed quote-to-order handoffs.
- Purchasing
- Purchase orders, receipts, bills, payments and supported return or credit evidence.
- Inventory
- Products, locations, valued movements, counts, transfers and trace-controlled stock.
- Sales
- Customers, orders, fulfillment, invoices, receipts, returns and customer-credit evidence.
- Distribution
- Shipment planning, drivers, vehicles, delivery evidence, exceptions and return intake.
- Finance
- Accounting periods, journals, statements, reconciliation and governed corrections.
- Payroll
- Employee records, payroll runs, corrections and reconciliation for configured rules.
- Manufacturing
- Work orders, material movements, output and cost reconciliation for configured workflows.
- Fixed Assets
- Asset records, depreciation and governed disposal evidence.
- Consolidation
- Period submissions, eliminations, review, rejection and replacement evidence.
- Statutory
- Internal reconciliation exports only; this does not file with or obtain acceptance from an agency.
- Reports
- Authorized operational summaries and stored financial views for the selected workspace.
Common questions
ERP FAQs
Why can I sign in but not see a workspace?
A BloxLoop account is your identity. ERP access also requires an active membership or accepted invitation for the exact company workspace. Choose workspace to see current assignments; if none appear, ask your company administrator to invite the verified email on your BloxLoop account.
How do I switch company workspaces?
Use Switch workspace in the signed-in navigation, or open Choose workspace here. A company workspace is tenant-scoped; selecting one never grants access to another.
Why is a module or action missing?
ERP hides modules and actions that your active role cannot use. Access can also become read-only or deactivated under the workspace lifecycle. An owner or authorized administrator can review roles in Users & Access; the server still enforces every action.
How do invitations work?
An owner or authorized administrator invites the exact verified BloxLoop account email and assigns a role. Email delivery is attempted only when the guarded email service is available; a secure acceptance link may still need to be shared directly. Provider acceptance does not prove inbox delivery.
What does the public ERP evaluation allow?
The public ERP offer is a 30-day evaluation for fictional data and currently implemented workflows. It becomes read-only after the active period and does not automatically bill or delete records. A separately authorized real-business workspace can have different stored lifecycle terms; its signed-in access banner is authoritative.
Does recording a payment move money?
No. Supplier payments, customer receipts, refunds and settlements record controlled evidence and ledger effects only. BloxLoop ERP does not send a bank transfer, charge a card or execute an external refund.
Can I buy or upgrade ERP online?
Not currently. Published pricing and assessment links do not constitute checkout, payment verification or paid activation. Paid access starts only after an independently verified payment and activation path is available.
Does a statutory export file with an agency?
No. Current statutory output supports internal reconciliation and export preparation only. It does not submit a filing, remit funds or prove agency acceptance.
What happens when access becomes read-only?
You can review retained records allowed by your role, but write actions are blocked. The workspace banner shows the applicable lifecycle dates and status. Protected accounting, payroll, inventory and audit records are not silently deleted.
Need help with access or a workflow?
Use the BloxLoop Customer Portal.
Include the ERP workspace name, page and action you were attempting. Do not include passwords, one-time codes or unnecessary customer, employee or financial data.