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        <description>Setting Up Initial Data

This guidelines will guide you on how to set up Initial Data to Ensure a Smooth Start with Chillhub. 

Make sure you have reviewed Master Data Guide to gain a better understanding of the required master data

	*  Step 1: Confirm Industry
	*  Step 2: User Settings
	*  Step 3: Master Data Set Up
	*  Step 4: Set Up Inventory
	*  Step 5: Set Up Pricing
	*  Step 6: Configure Chart of Accounts

Step 1: Confirm Industry</description>
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        <title>start</title>
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        <description>Welcome to the Chillhub App Knowledge Base

Welcome to the official knowledge base for Chillhub App Knowledge Base! Whether you are a new user, an experienced administrator, or a developer integrating our system, this wiki is here to provide you with the resources and information you need to get the most out of our ERP solution.</description>
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        <description>Configure sub-users and roles


You can create and manage multiple sub-user logins under a single account to delegate tasks and control access.

To enable sub-user logins, go to User Menu &gt; Subscription to purchase the Sub-User Login add-on.

Once enabled, navigate to</description>
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        <description>Chillhub FAQ

General

How can I track who made changes to records and when in the system?

	*  From Main Menu -&gt; Operational Data -&gt; Audit Trail
	*  Add one or more Criteria to filter results:
		*  Date From/To - View activities within a specific date range</description>
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        <title>apidoc</title>
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        <description>API Documentation

Chillhub provides a REST API that allows external systems to communicate with your account programmatically (e.g. for integrations, automation, or custom reporting).

	*  Full API reference, including available endpoints, request/response formats, and authentication details, is available here:</description>
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        <title>dashboard</title>
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        <description>Dashboard

The Dashboard gives you an at-a-glance summary of your business performance. Panels shown are based on your assigned permissions — if you don&#039;t have access to a particular module (e.g. Finance, Scheduling), its panel will not appear.

Overview: Layout and permission-based panels shown on the Dashboard</description>
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        <description>Subscription

Manage your subscription plan, add-ons, billing details, and payment method.

Accessing Settings

	*  Log on to Chillhub App
	*  Open the user menu
	*  Located on top right of the app toolbar
	*  Navigate to the Settings menu.




	*  Note: Billing, Card Payment, and Cancel Subscription sections are not shown for self-hosted deployments. Only add-on selections (Sub-users, Advanced Capability Bundle, AI Productivity) are configurable, as billing is managed separately for self-hosted…</description>
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        <title>quotation</title>
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        <description>Quotation

Please refer to the guide below for detailed information on quotation module.

Manage Quotation: Overview of the quotation list including their statuses

	*  Log on to Chillhub App 
	*  Navigate the Quotation page by selecting Menu -&gt; Quotation 

	*  The following options are located on the toolbar</description>
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        <title>expense</title>
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        <description>Expenses

Please refer to the guide below for detailed information on expenses module.

Manage Expenses: Overview of all expenses list including their statuses

	*  Log on to Chillhub App 
	*  Navigate the expenses page by selecting Menu -&gt; Expenses 

	*  The following options are located on the toolbar</description>
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        <description>Charts of Accounts

If you’d like to use the accounting features in Chillhub, refer to the following guide for step-by-step instructions on configuring the chart of accounts, account rules, and financial periods.

	*  Manage Chart of Accounts
		*  Account Form

	*  Configuring Financial Period
		*  Financial Period Form

	*  Manage Account Rules
		*</description>
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        <dc:date>2026-07-10T09:04:04+00:00</dc:date>
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        <title>batch_import</title>
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        <description>Batch Import

In Chillhub, users can navigate to the Batch Import page to quickly bulk import master data, inventory data, or invoices using the Excel loader — streamlining setup, data migration, and data synchronization between systems.



	*  Navigate to</description>
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        <description>Configure Pricing

The following guidelines will help you configure price tiers for each product and service.

	*  Pricing Page
	*  Pricing Form
	*  Import Export Pricing Data

Pricing Page

	*  Navigate to the Pricing page by selecting Menu -&gt; Operational Data -&gt; Pricing 
 

	*  The following options are located on the toolbar</description>
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        <description>Master Data

To make the most of the system, it&#039;s essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use.

	*  Overview
	*  Manage Master Data
	*  Create on Demand
	*  UOM Conversion


Want to save time? Try Chillhub’s</description>
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