Step-by-step guide
Get started with fermt
Follow this simple guide to subscribe, create your account, and set up your organization in under 15 minutes.
Quick overview
💡What you need
Use a business email you check regularly
Credit card for Stripe subscription
Product names, supplier info, warehouse details
Already have data in spreadsheets? Skip the manual entry
If you're switching from another system or have your product and supplier data in spreadsheets, use our bulk upload wizard to import everything at once — suppliers, products, batches, and opening stock.
Phase 1
Subscribe & Pay
Go to the pricing page
Click 'Subscribe with Stripe' on the pricing page to start the checkout process. You'll be redirected to Stripe's secure payment page.
Complete payment via Stripe
Enter your payment details and email address in the Stripe checkout form. Make sure to use the email address you want to use for your fermtERP account. Use coupon code FERMTSTART for your first month free!
Phase 2
Create Your Account
Go to erp.fermt.com
After completing payment, you'll be redirected to the ERP application. If not, navigate to erp.fermt.com and click 'Create account'.
Fill in account details
Enter your name, password, and organization name. Your organization name will be displayed throughout the system.
Phase 3
Set Up Your Organization
Add companies (suppliers & customers)
Create records for your suppliers and customers. Include legal name, contact information, and role (supplier, customer, or both). This is needed before creating orders.
Define products
Add your products: raw materials, packaging materials, and finished goods. Include SKU, description, and units of measure. Mark packaging materials with the 'is_packaging' flag.
Create warehouses
Set up your storage locations. Start with one main warehouse and add locations within it (e.g., 'Cold storage', 'Dry goods'). This is where inventory will be tracked.
Build recipes (optional but recommended)
If you manufacture products, create recipes that define inputs (raw materials and packaging) and outputs (finished goods). This enables automatic inventory transactions during production.
Create your first goods receipt
Receive inventory from a supplier to populate your stock. Select supplier, warehouse, products, quantities, and create batches. This is how you add initial inventory.
Start managing orders
You're now ready to create production orders and sales orders! The system will track batches, update inventory automatically, and provide full traceability.
Phase 4
Import Your Data (Optional)
Download the bulk upload template
Go to the Bulk Upload page and download the Excel template. It contains sheets for suppliers, products, batches, and stock quantities — all pre-formatted and ready to fill in.
Fill in and upload your data
Enter your existing data into the template — supplier names, product details, batch numbers, and quantities. Then upload the file. The system validates everything and shows a summary before importing.
Review and confirm
Check the validation summary for any errors. Once everything looks good, click Import. All records are created instantly. If something is wrong, you can reverse the entire import with one click.
🆘Need help during setup?
Use help mode
Enable help mode in the ERP to see detailed explanations for every field when creating records.
Check empty states
Each page shows helpful guidance and prerequisites when you first visit it—no data needed.
Visit Getting Started page
The ERP has a built-in 'Getting Started' page with a progress tracker and checklist to guide you.
Pro tips
Follow the order
Complete setup steps in sequence for smooth data flow (companies → products → warehouses → recipes)
Start small
Add just a few products and suppliers first to test the system before importing everything
Test with real data
Use actual batch numbers and dates from day one—easier than migrating later
Enable help mode
Turn on help mode for your first few days to learn what each field does
Ready to start?
Subscribe now and be up and running in 15 minutes.