ProductsERP
CloudPLAY ERP
User guide for everyday tasks in CloudPLAY ERP.
CloudPLAY ERP is where many teams manage orders, stock, expenses, projects, and customer information. What you see after sign-in depends on your role — you may only have access to the modules you need.
Common tasks by role
| If you work in… | You might use ERP to… |
|---|---|
| Sales | Create quotations, sales orders, check delivery status |
| Warehouse | Pick and pack orders, receive goods, check stock levels |
| Finance | Review invoices, record payments, submit or approve expenses |
| Projects | Log timesheets, update task status |
| HR | Apply for leave, view payslips (if enabled) |
| Customers / suppliers | Use a portal to view orders and documents |
Guides in this section
- Sales & orders — quotations, orders, and fulfilment
- Finance tasks — expenses, invoices, and approvals
- Customer & supplier portal — self-service for external users
Tips
- Use the search bar at the top to find customers, items, or documents by name or number.
- Save filters on list views you use often (e.g. "My open orders").
- If a button is missing, you may not have permission — ask your supervisor to request access.
Need access or a new role? Contact your internal IT team, not CloudPLAY Support directly.