Support centre
How does KLAR-ERP work? Every feature explained.
Every feature with a short explanation, step-by-step instructions and a video that shows the clicks in the application. Plus the most frequent questions. Type a keyword above to search.
Features
Ordered like the menu in KLAR-ERP. Click a feature to open its video and instructions.
Start
Dashboard
The start page after you sign in: delivery dates, due follow-ups, open invoices, revenue and sales potential at a glance. Each card takes you to the matching document with one click.
Dashboard
The start page after you sign in: delivery dates, due follow-ups, open invoices, revenue and sales potential at a glance. Each card takes you to the matching document with one click.
Sales
Offers
All offers (quotes) with status, total value, success rate and sales potential. This is where you create, send and track offers until the customer orders.
Offers
All offers (quotes) with status, total value, success rate and sales potential. This is where you create, send and track offers until the customer orders.
Orders
Confirmed customer orders with a status from «Not confirmed» to «To invoice». The order is the basis for the order confirmation, delivery notes and invoice.
Orders
Confirmed customer orders with a status from «Not confirmed» to «To invoice». The order is the basis for the order confirmation, delivery notes and invoice.
Customer Delivery Dates
All open positions from confirmed orders with delivery date, machine, raw material and status – the schedule for the office and the workshop.
Customer Delivery Dates
All open positions from confirmed orders with delivery date, machine, raw material and status – the schedule for the office and the workshop.
Invoices
All customer invoices created and sent, with their payment status – the same invoices as under Accounts Receivable. Every invoice carries the Swiss QR payment part.
Invoices
All customer invoices created and sent, with their payment status – the same invoices as under Accounts Receivable. Every invoice carries the Swiss QR payment part.
Credit Notes
Credit notes for an invoice: in full, for individual positions or as an amount. They are offset against the original invoice and sent to the customer as a PDF.
Credit Notes
Credit notes for an invoice: in full, for individual positions or as an amount. They are offset against the original invoice and sent to the customer as a PDF.
Purchasing
Inquiries
Requests for quotation to your suppliers, for example for material or external processing. One click turns the reply into a purchase order.
Inquiries
Requests for quotation to your suppliers, for example for material or external processing. One click turns the reply into a purchase order.
Purchase Orders
Purchase orders to suppliers – for material, bought-in parts and additional processing from active orders – with delivery date, confirmation and goods receipt.
Purchase Orders
Purchase orders to suppliers – for material, bought-in parts and additional processing from active orders – with delivery date, confirmation and goods receipt.
Supplier Delivery Dates
All open purchase order positions with supplier, purchase order, article, quantity, delivery date and status – so you can see what arrives when.
Supplier Delivery Dates
All open purchase order positions with supplier, purchase order, article, quantity, delivery date and status – so you can see what arrives when.
Email
The mailbox in KLAR-ERP: inbox, sent items, drafts and folders of your connected email account. You send documents directly from here, and replies stay with the transaction.
The mailbox in KLAR-ERP: inbox, sent items, drafts and folders of your connected email account. You send documents directly from here, and replies stay with the transaction.
Signature
Signatures for your email accounts. KLAR-ERP adds them below every email and every document you send.
Signature
Signatures for your email accounts. KLAR-ERP adds them below every email and every document you send.
Email configuration
Connects your sender accounts to KLAR-ERP (IMAP for receiving, SMTP for sending). Only then are offers, invoices and purchase orders sent directly from the application.
Email configuration
Connects your sender accounts to KLAR-ERP (IMAP for receiving, SMTP for sending). Only then are offers, invoices and purchase orders sent directly from the application.
Email Templates
Templates for the emails that accompany offers, orders, invoices, follow-ups and other documents. Placeholders fill in company and document data automatically.
Email Templates
Templates for the emails that accompany offers, orders, invoices, follow-ups and other documents. Placeholders fill in company and document data automatically.
Accounting
Accounts Receivable
Open, overdue and archived customer invoices with booking status. From here you send payment reminders and dunning letters.
Accounts Receivable
Open, overdue and archived customer invoices with booking status. From here you send payment reminders and dunning letters.
Accounts Payable
Incoming invoices from your suppliers: upload, check, assign to accounts and mark as paid. Each file is recorded as a separate document.
Accounts Payable
Incoming invoices from your suppliers: upload, check, assign to accounts and mark as paid. Each file is recorded as a separate document.
Inventory Management
Inventory Management
Stock articles and raw material with stock level, reservations, minimum stock and open purchase orders – linked to orders, articles and purchasing.
Inventory Management
Stock articles and raw material with stock level, reservations, minimum stock and open purchase orders – linked to orders, articles and purchasing.
Master data
Articles
All saved articles with number, description, prices and documents. From here they go into offers, orders and purchase orders.
Articles
All saved articles with number, description, prices and documents. From here they go into offers, orders and purchase orders.
Customers
Customer management: addresses, contacts, language, currency, payment term, discount and all offers, orders and delivery notes of a customer in one place.
Customers
Customer management: addresses, contacts, language, currency, payment term, discount and all offers, orders and delivery notes of a customer in one place.
Suppliers
Supplier management with addresses, contacts, services and documents of your suppliers – the basis for inquiries, purchase orders and accounts payable.
Suppliers
Supplier management with addresses, contacts, services and documents of your suppliers – the basis for inquiries, purchase orders and accounts payable.
Quality and key figures
Error Reports
Complaints and quality defects as an 8D report: from the description of the defect through immediate and corrective actions to closure – and by email to the customer.
Error Reports
Complaints and quality defects as an 8D report: from the description of the defect through immediate and corrective actions to closure – and by email to the customer.
Key Figures
Revenue and order intake per month compared with previous years, cumulative and filterable by customer.
Key Figures
Revenue and order intake per month compared with previous years, cumulative and filterable by customer.
Personnel
Employees
The employee master data with personnel number, PIN for the time clock, employment, vacation days, qualifications and machine assignments.
Employees
The employee master data with personnel number, PIN for the time clock, employment, vacation days, qualifications and machine assignments.
Vacation & absences
Vacation, illness, accident, training, military service and other absences in the calendar, as a list and in each employee's vacation account.
Vacation & absences
Vacation, illness, accident, training, military service and other absences in the calendar, as a list and in each employee's vacation account.
Time clock
The time clock terminal: employees sign in with their personnel number and PIN and clock in, clock out and record breaks – on the office PC or on a tablet in the workshop.
Time clock
The time clock terminal: employees sign in with their personnel number and PIN and clock in, clock out and record breaks – on the office PC or on a tablet in the workshop.
Time tracking
The overview of working hours: who is present today, hour account, shift plan and surcharges.
Time tracking
The overview of working hours: who is present today, hour account, shift plan and surcharges.
Working time
Defines the company's target working time: shifts, breaks and net working time. It is the basis for the hour account and capacities.
Working time
Defines the company's target working time: shifts, breaks and net working time. It is the basis for the hour account and capacities.
System Settings
System Settings
All company settings as cards: documents and numbering, VAT, QR-bill, payment terms, email, menu, follow-up, languages, import and more.
System Settings
All company settings as cards: documents and numbering, VAT, QR-bill, payment terms, email, menu, follow-up, languages, import and more.
Frequently asked questions
The questions we are asked most often – with the short answer.
Which businesses is KLAR-ERP suitable for?
For small and medium-sized businesses in the trades, construction, building services, commerce and services – wherever quotes turn into orders and orders into invoices. Progress invoices by construction stage and time-and-materials work fit on the same invoice.
What is the best way to get started?
First complete the «Company Profile» with address and logo via your company name at the top right. Then connect your email account under «Email configuration», add your customers (or take them over with the «Bexio import») and create your first offer.
How long can I test KLAR-ERP free of charge?
30 days with all features. The «Subscribe» page shows how many days are left. After that you decide whether to order the monthly subscription; administrators can take it out.
Do I have to install anything?
No. KLAR-ERP runs in the browser, on every workstation and without a server of your own. New versions arrive automatically, with no update effort on your side.
Does KLAR-ERP work on tablets and smartphones?
Yes, in the device's browser. For offers, lists and documents, a computer with a larger screen is the most comfortable. For the workshop there is the «Time clock»: employees sign in there with their personnel number and PIN.
Which languages is KLAR-ERP available in?
The interface is available in German, English, French, Italian, Croatian, Slovenian, Chinese, Turkish, Spanish, Portuguese, Dutch, Serbian, Bosnian and Albanian. Choose your personal language via your company name at the top right → «System Language». Documents go out in the customer's language, which you set in the customer master data.
How many users can I create?
As many as you like – the monthly price covers the whole company. Invite new users by email via your company name at the top right → «User Management».
Can I decide who may see and change what?
Yes. In «User Management», every user gets a role such as «Account administration», «Sales», «Purchasing», «Accounting», «Production» or «Read only». With «Individual permissions» you define for each area whether someone may view, edit, delete, approve or export.
I have forgotten my password. What can I do?
On the sign-in page, click «Forgot password?» and enter your email address; you will receive a link to reset it. When signed in, change it via your company name at the top right → «Set New Password».
Can I take over my data from another program?
From bexio, yes: under «System Settings» → «Bexio import» you take over customers, suppliers, contact persons, articles, offers, orders and invoices. Beforehand you see what was found and choose what to import. Employees can be imported as a CSV file.
Does KLAR-ERP create QR-bills?
Yes. Every invoice carries the payment part with QR code according to the Swiss standard; your customers pay by scanning it in e-banking. The setting is under «System Settings» → «QR Invoice».
How do I set up VAT?
Maintain the VAT rates per country under «System Settings» → «VAT». In the document, the rate is in the «VAT (%)» field; invoices, credit notes and reminders are calculated with it.
Can I invoice in euros or dollars?
Yes. Documents are available in CHF, EUR and USD, depending on the customer. The exchange rates relative to your profile currency are under «System Settings» → «Exchange rates».
Can I adjust the look of my documents?
Yes. Under «System Settings» → «Forms Design» you define the letterhead, font and layout once; offers, order confirmations, delivery notes, purchase orders, inquiries and invoices all use it. The logo and company data come from the «Company Profile».
Can I define the document numbers myself?
Yes. Under «System Settings» → «Form Numbering» you set the prefix, separator and next number for each document type; the preview shows what the number will look like.
How do I send documents by email?
Connect your email account once under «Email configuration». After that you send offers, order confirmations, invoices and purchase orders directly from the document – the PDF is attached, the text and subject come from the «Email Templates» and the signature from «Signature».
How does an offer become an order?
Can I record partial deliveries and partial invoices?
Yes. Delivery notes are created per position, also for partial and remaining deliveries; the order then shows «Partially delivered». You invoice what has been delivered – also in several invoices.
How do I send payment reminders and dunning letters?
Under «Accounts Receivable» you see open and overdue invoices with the outstanding amount. Send payment reminders and dunning letters from there – the original invoice is attached.
Can I export data?
Yes. Export customers and suppliers as a CSV file with «Export» – all of them or only the filtered list. Personnel and the list under «Maintenance & Service» can also be exported as CSV.
I deleted something by mistake. Can I undo it?
Yes. Via your company name at the top right → «Recycle bin» you see the latest deletions and restore an entry with «Undo».
What happens to my data?
Your data remains your data. Every change to orders and invoices is logged with the person and time and cannot be altered afterwards; corrections are new, visible steps.
Can I cancel the subscription?
Yes, the subscription can be cancelled monthly. Support will answer any questions by phone or via the contact form.
Who can help me with questions?
m8ty GmbH in Adlikon near Regensdorf – by phone on +41 43 540 02 67 (Monday to Friday) or via the contact form. On the dashboard you will also find the «Need help?» card.
Can support look at my screen?
Yes, with AnyDesk. Download it via the dashboard card «Need help?» → «Download AnyDesk», start it and give support your AnyDesk address. The connection only exists for as long as you allow it.