Learn Ultimate ERP in seven days

Seven sessions of 30 to 45 minutes on the live shop. Your ticks save here, under your name, so you can pick up on any device.

Who is training?

Type your name to start your own path, or resume with the code you were given.

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The team

Everyone's path, one row each. Names and counts only.

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Day 1 · 0/14 Day 2 · 0/17 Day 3 · 0/19 Day 4 · 0/15 Day 5 · 0/18 Day 6 · 0/16 Day 7 · 0/18

Pick a name above to turn on the tick boxes. You can read everything without one.

Day 1 · Get in and look around0/14 steps

30 minutesLog in as pat · No typing needed today

Today's goal: Today's goal: know what the system is, find your way around the screens, and understand the one idea everything hangs on.

The one idea (5 min)

Ultimate ERP keeps one list of everything that happened in the business. We call it the tape. A bag arrived, a sale rang, a person was hired: each is one line, and lines are never rubbed out. Every screen you will see this week is just a print of that list.

Four moves cover everything: Happen (a real thing goes on the tape), Draft (a suggestion), Stamp (a named person makes it official), Print (a screen shows it). Keep these four words in mind all week.

1.1 Log in5 min

The login page. Each demo person is a button that fills the form.

Open tape.rightweb.app.
Under "Demo shop logins", click pat@flour.shop. Watch both boxes fill.
Click Open the shop.

You should see: a page called "The shop" with five cards across the top.

Why it matters: pat is the accounting admin, the person with the most stamps. Most of this week you are pat.

1.2 Read the home page8 min

The shop. Five cards, three doors, two tables. The menu on the left is grouped by area.

Read the five cards: Tape rows, Open drafts, Open holes, this month's book, Hash chain.
Find the word holds on the Hash chain card. That means nobody has tampered with the list.
Look at the left menu. Count the groups: Work, Money, Sell, Buy, Floor, People, Law.
In the top bar, find the company name, the search box, the "24/24 rooms" badge, your email, the sun/moon, and the log-out door.

You should see: under "Who owes whom", a company called Mill & Co with an amount. Under "Latest facts", the newest tape lines.

Why it matters: every number on this page is a link. Tomorrow you will click them.

1.3 Dark mode and the phone view5 min

Click the sun/moon in the top bar. The whole page goes dark. Click again to go back.
Make your browser window narrow, like a phone. The left menu disappears and a ☰ button appears.
Click ☰. A drawer slides in with the same menu. Close it.

Why it matters: warehouse staff use phones. The same shop works on both.

1.4 See the 24 rooms7 min

All 24 rooms on one page. Three are "locked on".

Click Rooms on/off at the bottom of the left menu (in the Law group).
Count the rooms. There are exactly 24.
Find the three that say locked on: Ledger, Stamp inbox, Identity. These can never be turned off.
Click "Open" on any room, just to look. Then come back.

Why it matters: a small shop can run with six rooms. Day 7 you will switch one off and see what happens.

Check yourself

What are the four moves?

Happen, Draft, Stamp, Print.

What does "Hash chain holds" mean?

Every line on the tape is glued to the one before it, and none of the glue is broken. Nobody changed history.

Which three rooms can never be switched off?

The ledger (money book), the stamp inbox, and identity.

Day 2 · The tape0/17 steps

35 minutesLog in as pat

Today's goal: Today's goal: walk the tape, read one line properly, and follow a number from a screen back to the facts behind it.

2.1 Walk the tape10 min

The tape. Newest lines at the top. The green banner says the chain holds.

Click The tape in the left menu.
Read the green banner at the top.
Look at one row: When, Type, Who, Door. The Type is a dotted name like gl.posted. The first word is the room it came from.
Type stock in the filter box and press Enter. Only stock lines show. Clear it.
Scroll to the bottom and find the Older / Newer buttons.

Why it matters: this is the original. Everything else in the shop is a copy of this.

2.2 Open one line10 min

One line, opened. The envelope on top, what it said in the middle, and the money it moved below.

Click the Type of any gl.posted row.
Read the envelope: who, when it happened, when it was recorded, where it came from, the hash, the previous hash.
Scroll down to the "money print". See the two columns, Debit and Credit, and that they are equal.
Look for an Edit or Delete button. There is none. That is on purpose.
Use the Previous / Next links to step to the line before and after.

You should see: the "previous hash" on this line matches the "hash" on the line before it.

Why it matters: if anyone changed a line, the hashes would stop matching and the banner on the tape page would turn red.

2.3 Follow a number home8 min

Go back to Home. Under "Who owes whom", click the amount next to Mill & Co.
You land on a tape line. This is the bill that created the debt.
Now click Home again and click the big number on "this month's book". You land on the ledger with every pocket listed.
Click any amount in the ledger. You land on the line behind it.

Why it matters: "every number is a door." No total in this shop is a mystery. You can always click your way to the facts.

2.4 The party page7 min

Mill & Co. One record, all its roles, all its money, all its tape lines.

Click People book in the left menu, then click Mill & Co.
Read the role badges at the top. One company can be a supplier and a customer at once.
Scroll to "Open money" and then to the list of every tape line naming this party.

Why it matters: other systems keep a customer list in sales and another in finance. Here there is one list, and this page is all of it.

Check yourself

What does the first word of a Type likestock.receivedtell you?

Which room wrote the line.

How do you fix a wrong line on the tape?

You cannot edit it. You write a new line that reverses it. Both stay visible.

Day 3 · Draft and stamp0/19 steps

40 minutesLog in as kai, then pat, then helper

Today's goal: Today's goal: understand why a draft is not a fact, stamp one, reject one with a reason, and see the two safety rules in action.

3.1 Draft a journal as kai10 min

The stamp inbox. Drafts on top, the hand-draft form below, switches at the bottom.

Log out (the door icon, top right). Log in as kai (the clerk).
Click Stamp inbox. Scroll to "Hand draft a journal".
Fill in: What is this = Training draft; Amount = 50; pick any Debit pocket and any different Credit pocket. Click Save as draft.
A green "Drafted" message appears and your draft is now in the list at the top, with kai as the drafter.
Go to Home. Notice "Open drafts" went up by one, but "this month's book" did not change.

Why it matters: a draft moves no money. It is a suggestion waiting for a stamp.

3.2 Stamp it as pat8 min

Log out. Log in as pat. Open the Stamp inbox.
Find kai's "Training draft". Read who drafted it and what it will move.
Click Stamp.
Go to The tape. The newest lines are a wf.approved and a gl.posted. Click the gl.posted and see your $50 in the money print.

You should see: the tape shows both names: kai drafted, pat stamped.

Why it matters: nobody can say "the computer did it." A name is on every stamp.

3.3 Reject one with a reason7 min

Still as pat, hand-draft another journal yourself: What is this = Wrong one, amount 10. Save it.
Click Reject on it. A box asks for a reason. Type Testing rejection and confirm.
Go to The tape and open the newest wf.rejected line. Your reason is inside it.

Why it matters: in other systems, "no" lives in an email. Here it lives on the tape, forever.

3.4 Separation of duties8 min

In the inbox, scroll to Switches. Click SoD on.
Hand-draft a journal as pat: What is this = My own draft, amount 20. Save it.
Look at your own draft. The Stamp button is gone. A note says a second person must stamp it.
Click SoD off to put things back.

Why it matters: this is the rule that stops fraud's oldest trick: approve your own work. It is not a warning; the button is dead.

3.5 The helper cannot stamp7 min

The same inbox, logged in as the helper. No Stamp buttons anywhere.

Log out. Log in as helper@flour.shop (the A.I. helper's account).
Open the Stamp inbox. Look for a Stamp button. There is none.
Read the note under the hand-draft form. The helper drafts through its own door (the A.P.I.), and only drafts.

Why it matters: the helper can be replaced any day. The rule "machines suggest, people decide" is built into the buttons.

Check yourself

Kai drafts a journal. Has any money moved?

No. Money moves only when a person stamps it.

With SoD on, can pat stamp pat's draft?

No. The Stamp button disappears. A second person must do it.

Day 4 · The money rooms0/15 steps

45 minutesLog in as pat

Today's goal: Today's goal: read the money book, turn an order into an invoice, record a bill (and get a duplicate refused), and match a bank line.

4.1 The ledger8 min

The ledger. Debits equal credits, or nothing was written.

Click Ledger. Read the four cards, then the trial balance table.
Check the two totals at the bottom. They are equal to the cent.
Notice there is no form on this page. Nobody types into the money book. The engine writes it.

Why it matters: one door for money. Stock, pay, the till and the helper all ask the engine, and the engine refuses anything that does not balance.

4.2 Receivables: order to invoice9 min

Receivables. Open items are computed from the tape every time you look.

Click Receivables. Read "Open receivables" and the "Orders to invoice" card.
Under "Turn an order into an invoice", pick an order and click the button.
The open receivables table grows by one. Click the new amount to see the ar.invoiced line and its money print.

Why it matters: an order is a promise; an invoice is a fact. They are different lines. Money never moves at "order".

4.3 Payables: a bill, and a duplicate10 min

Payables. The bill reference is the key that stops double payment.

Click Payables. Under "Stamp a supplier bill": Supplier = Mill & Co, Bill ref = TRAIN-1, Net = 100. Click the button.
Open payables now shows $115.00 more (the $100 plus 15% G.S.T.).
Now do exactly the same again: same supplier, same ref TRAIN-1.

You should see: a red message saying the duplicate was refused. Go to Holes: a ticket "duplicate refused" is waiting with an owner.

Why it matters: paying a bill twice is the oldest mistake in business. The key stops it, and the refusal becomes a ticket instead of a silent nothing.

4.4 Bank: feed down, feed up, match12 min

The bank room. A green feed banner, bank lines, and the match form.

Click Bank. Read the green "Feed healthy" banner.
Click Feed down. The banner turns red and says FEED DOWN. Go to Home: the same red banner sits above every page.
Click Feed up. Green again.
Under "Match a bank line to an open item", pick the unmatched bank line and the open item with the same amount. Click Match.
The bank line now shows a matched tag. Click it: the match is a new line on the tape. The original bank line was never edited.
Try matching a bank line to an item of the wrong kind or amount. It is refused with a plain message.

Why it matters: some systems let you "fix" the bank line to make the match tidy. Here there is no button for that, and a dead feed never shows a green tick.

Check yourself

Why is there no form on the ledger page?

Because nobody types into the money book. Only the engine writes it, when a person or a rule says so.

What happens when you enter the same supplier bill twice?

The second one is refused and a ticket opens in Holes.

Day 5 · Sell, buy, stock0/18 steps

45 minutesLog in as pat, then sam, then moe

Today's goal: Today's goal: take a customer from quote to order, buy stock and receive it, see one bag in two prints, and open a hole from the warehouse.

5.1 People book: a note5 min

The one party table. Customers, suppliers, staff and carriers, all in one list.

As pat, click People book. Under "Add a note", pick Harbour Cafe and type Prefers Tuesday delivery. Save.
Click Harbour Cafe. Your note is now a crm.noted line on their page.

5.2 Quote, then order, as sam10 min

Quote to cash. Orders are not invoices, and the table says so.

Log in as sam (sales). Click Orders.
Under "Quote": Customer = Harbour Cafe, Item = flour, Qty = 10, Amount = 80. Save.
Under "Place order": Customer = Harbour Cafe, Amount = 200. Save.
Read the orders table. Your order says "not an invoice". Go to Home: "this month's book" did not change.
Try to open the Ledger as sam and hand-draft nothing; notice sam has no stamp powers in the inbox.

Why it matters: three facts, three lines: quote, order, invoice. Sales can sell all day without touching the book.

5.3 Buy and receive10 min

Buy. Raise the order, then receive the goods as a stock line.

Log in as pat. Click Buy.
Under "Raise a purchase order": Supplier = Mill & Co, Item = flour, Qty = 5, Unit = 18. Save.
Your order appears in the table with a Receive button. Click it.
Go to The tape. The newest lines are po.received and stock.received. The receipt is a stock fact, not a bill.

Why it matters: order, receipt and bill are matched later as a draft. There is no "force match" button anywhere in the shop.

5.4 One bag, two prints8 min

Stock. The same bags valued two ways, from the same lines.

Click Stock. Read the on-hand table: each item shows a buy value and a shop value side by side.
Under "Receive stock": Item = flour, Qty = 5, Bin = any. Save. Both values move together.

Why it matters: this is the Lidl fix. Quantity and value come from the same line. Change the rule and both prints change; they can never disagree.

5.5 Warehouse: pick, short pick, count12 min

Warehouse. Pick and count. A short pick opens a hole.

Holes. Every leftover has an owner and an age. Some block the month.

Log in as moe (warehouse). Click Warehouse.
Under "Pick": Item = flour, Bin = the bin you received into, Qty = 1, Order ref = any. Save. A wh.picked line lands.
Now pick Qty = 999. It is a short pick: the message tells you, and a ticket opens.
Under "Count": Item = flour, same bin, Counted qty = 0. Save. A draft adjustment is created for someone to stamp.
Click Holes. Find your short pick. Read its owner and age.

Why it matters: a problem in this shop is never quiet. It becomes a ticket with a name on it, and it can stop the month from closing until someone deals with it.

Check yourself

Sam places a $200 order. Did the money book change?

No. An order is a promise. The invoice, later, is the fact that moves money.

What happens when you pick more than is on the shelf?

It is a short pick. A ticket opens in Holes with an owner.

Day 6 · People and pay0/16 steps

40 minutesLog in as nia, pat, then pip

Today's goal: Today's goal: hire someone, give and take rights, clock hours, claim an expense, and stamp a pay run.

6.1 Hire, as nia8 min

Org. Units, people, and the hire form. The pay rate is required.

Log in as nia (H.R.). Click Org.
Under "Hire": Name = Jess Baker, Email = jess@flour.shop, Unit = Bakehouse, Hourly = 28, Tax code = M, Super = 3, last 4 digits = 1234. Save.
Jess now sits in the Bakehouse card. Go to People book: Jess is a party with an employee badge.
Try hiring with the hourly rate blank. It is refused; the rate is required.

Why it matters: nobody can be hired with a made-up pay rate. And a person is one record, whether they are staff, a customer or a supplier.

6.2 Rights, as pat8 min

Rights. Every grant is a line on the tape. You can never grant yourself anything.

Log in as pat. Click Rights.
Under "Grant a key": Person = Jess Baker, Key = any small one (for example the time clock key). Save. The tape gets an id.role_granted line.
Read the "SoD conflicts" card. It lists people holding two rights that should not sit together, even while enforcement is off.
Under "Mark left": pick Jess Baker and confirm. Jess's rights die at once. (You just hired and fired someone in three minutes. It is a sandbox.)

Why it matters: when someone leaves, their stamp rights die the same second. And an H.R. manager can never make themselves an admin.

6.3 Hours and an expense claim10 min

Time and spend. Hours go straight on the tape. A claim becomes a draft.

Still as pat, click Time. Under "Clock hours": Person = Sam, Hours = 8. Save. A time.clocked line lands.
Under "Submit spend": Category = Travel, Amount = 24, Memo = Milk run. Save.
Open the Stamp inbox. Your claim is there as a draft. Notice: you cannot stamp your own claim. A second person must.
Log in as kai and stamp it. Back as pat, click the new gl.posted line: the claim credits a "we owe staff" pocket, not a customer pocket.

Why it matters: nobody approves their own expenses. Ever.

6.4 The pay run, as pip10 min

Pay. The run is a proposal until the payroll officer stamps it.

Log in as pip (payroll). Click Pay.
Read the pay periods table. Find a period marked "Waiting" and click Stamp pay run.
The period now says "Stamped". Click through to the tape: pay.run_stamped and a gl.posted with the wages.
Click Stamp pay run on the same period again. Refused: it already ran.

Why it matters: a pay run is a draft until a named payroll officer stamps it. If the pay rules for a person were missing, the whole run would refuse rather than guess.

Check yourself

Can nia (H.R.) stamp a pay run?

No. Hiring and paying are kept apart on purpose.

Who stamps your expense claim?

Someone other than you.

Day 7 · Run the shop0/18 steps

45 minutesLog in as pat, then bills

Today's goal: Today's goal: switch a room off and on, close a month properly, see the shop as an outsider, and talk to it without a screen.

035 Ultimate ERP · 008 7-day training · 6 September 2026 · screenshots taken from the live sandbox at tape.rightweb.app on image adbded7 · a sandbox, not the public-company book (F11/P37).

7.1 Rooms off and on8 min

As pat, click Rooms on/off. Find Pay and click Turn off.
Look at the left menu: the Pay link is gone. Type /rooms/payroll into the address bar: a red OFF banner, and the buttons are gone.
Go back and click Turn on. The link returns.
Try to turn off the Ledger. You cannot; it is locked on.

Why it matters: "off" is enforced in the brain, not just hidden on the screen. Even the A.P.I. is refused.

7.2 Close the month15 min

Close. Red holes block the lock. Every difference links to the tape.

Click Close. Read the "Red holes" card. If it is above zero, the lock will refuse.
Click Lock anyway. Read the refusal: it names the hole that is blocking.
Make a red hole yourself if there is none: go to Bank, click Feed down. Come back to Close. Now Lock refuses.
Fix it: Bank, Feed up. Back to Close. Click Lock. The month locks and the tape gets a gl.period_locked line.
Now try to stamp anything dated in the locked month (for example a bill dated last week). It is refused: period locked.
Click Reopen. It asks for a reason. Type Training. The reopen is a line on the tape with your reason, and no money lines were re-fired.

Why it matters: a real city council once put two billion pounds into the wrong year because reopening was quiet. Here it is loud, named, and reasoned.

7.3 See it as an outsider8 min

The portal. No side menu. Only Mill & Co's own lines.

Log out. Log in as bills@mill.example (a supplier's accounts person).
Read the simpler screen: My orders, My party. No side menu, no stamp anywhere.
Look at the list. Every line names Mill & Co. Nothing else in the shop is visible.
Type /tape in the address bar. You are sent back to the portal.

Why it matters: outsiders see the same truth, but only their slice, and they can never reach the stamp.

7.4 Talk to it without a screen10 min

API & MCP. The same doors scripts and A.I. helpers use.

Log in as pat. Click API & MCP (Law group). Read the table of doors and the list of actions.
In a new tab, open https://tape.rightweb.app/api/v1/health. You get a small answer: the product name and that it is up.
Open https://tape.rightweb.app/api/v1/tape in a new private window (not logged in). You get a 401: not allowed.
Read the M.C.P. section: an A.I. helper connects with a token and acts as one named person, and can only draft.

Why it matters: there are three doors (screen, script, helper), all checked, all leading to the same brain. No secret side door.

Check yourself

Lock refuses. What do you do?

Read which hole is blocking, fix that hole (it has an owner), then lock again.

A portal user types /tape in the address bar. What happens?

They are sent back to the portal. They only ever see their own lines.

Name the one idea the whole shop hangs on.

One list of what happened, never rubbed out. Everything else is a print.

If you forget everything else

Keep the four words: Happen. Draft. Stamp. Print.