Video tutorials
Learn FlairSuite ERP with step-by-step videos
Short, narrated videos that show how to do real tasks in FlairSuite ERP, step by step: from your first invoice and purchase order to payroll, VAT, inventory and CRM. 129 videos, each with a full transcript.
- 129 videos, about 4 hours of walkthroughs
- Recorded on the live system and updated when the screens change
- Free to watch, no sign-up
Getting started
Start here: from an empty company to a finished task
A new company has nothing set up yet. Each series takes you there in order: the lists and settings a task needs first, then the task itself. Watch the parts one after another.
7 videos · 13 minutesGetting started seriesHiring your first employee
Starting from an empty company, set up the lists an employee record needs, then add your first employee with their job, leave rules, salary and work…
8 videos · 15 minutesGetting started seriesMaking your first sale
Go from an empty company to a paid customer invoice: set up categories, VAT, a product, a supplier and stock, then invoice the customer, approve the…
8 videos · 15 minutesGetting started seriesMaking your first purchase
Set up a new company to buy from a supplier: create the product and the supplier, order the goods, receive them into your store, record the…
5 videos · 9 minutesGetting started seriesRunning your first payroll
Set up the allowances and deductions your salaries are made of, put them on your employees' salaries, then run, approve and review your first…
4 videos · 8 minutesGetting started seriesTracking your first sales lead
After this series you can record a sales lead, follow up with it and move it through your pipeline until the deal is won. The order matters: first…
6 videos · 10 minutesGetting started seriesAnswering your first customer chat
Set up how your company sends e-mail, add a chatbot to your website, and answer a visitor's chat yourself in the Inbox. The order matters because…
6 videos · 10 minutesGetting started seriesBooking your first appointment
Set your opening hours, create a service with its length, add a client and book their first appointment, then find it on the calendar. Each step…
3 videos · 5 minutesGetting started seriesGiving your team their own logins
After this series you can create a user group, decide what its members may do, and add a colleague who signs in with their own e-mail and password…
5 videos · 9 minutesGetting started seriesHandling your first support ticket
Set up a support team, log a customer's problem as a ticket and work it through to closed. The order matters because the app only lets you create a…
8 videos · 14 minutesGetting started seriesIssuing your first HR letter
After this series you can give an employee a ready-to-print salary certificate from FlairSuite. The order matters because a letter needs an employee…
8 videos · 15 minutesGetting started seriesRecording your first attendance
Starting from an empty company, set up and add your first employee with a work shift, then record their check-in and check-out, approve it and find…
4 videos · 8 minutesGetting started seriesRegistering your first owner asset at the resort
Set up Resort Management from scratch: add a villa owner, design the golf cart register, record the owner's golf cart, then let a visitor in for…
4 videos · 7 minutesGetting started seriesSending your first email campaign
Build an email campaign to a group of your contacts, starting from an empty company. The order matters because a campaign picks its recipients by…
5 videos · 8 minutesGetting started seriesSetting up your first POS till
After this series you have a POS device for your shop, linked to your store and showing your own products, ready to open on the till. The order…
By topic
Find a video for the task in front of you
Every video shows one task from start to finish on the real FlairSuite screens, with a voice-over that explains why, not just where to click.
Getting started with FlairSuite
Your first steps in FlairSuite ERP: signing in, finding your way around and the complete sales cycle from product to payment.
Sales, invoicing and collections
Quotes, sales orders, tax invoices, credit notes, refunds, customer payments, contracts and collecting overdue balances.
Length 1:30See what a customer owes
Find a customer who owes you money, and read their balance, unpaid invoices and how late they are.
Length 2:48Take an unpaid customer to court
Record a court case for a customer who won't pay, attach the unpaid invoices it covers and log its first update.
Length 2:02Write a collection reminder email
Write the email a collection reminder sends, with the customer's name and balance filled in, and preview it.
Length 1:57Decide who a late collection task goes to
See who is in the collectors pool, then create an escalation policy that gives a collector a deadline for each task, and hands it to a manager when…
Length 2:00Agree an installment plan with a customer
Let a customer who can't pay everything at once settle their unpaid invoices in instalments, and check every payment's date and amount before…
Length 2:04Set up a collection process
Create a collection process with a friendly and a firmer email reminder, and switch it on.
Purchasing and suppliers
Suppliers, purchase requests and orders, receiving goods, supplier invoices, supplier credit notes and petty cash.
Length 1:59Add a new supplier
Add a supplier with its name, phone, e-mail and address, find it in the Suppliers list and see its details, and see where archived suppliers are…
Length 1:49Set up how your cheques print
Create a cheque design for a bank account, open its layout, and see the crossings a cheque can print with.
Length 1:43Record a petty cash expense
Write up a small cash purchase as a petty cash voucher, then send it for approval so it is posted to your accounts.
Length 1:44Set up a petty cash book
Add a separate petty cash book, for example for a branch or a cashier, with its own cash account, manager and approval, and find it in the menu.
Length 1:53Order goods from a supplier
Create a purchase order — choose the supplier, add a product with its quantity and price, save it and find it in the Purchase Orders list.
Length 2:04Order goods and approve the order
Create a purchase order for your supplier, add the product with its quantity and price, then send it for approval and approve it.
Accounting and finance
Journal vouchers, bank vouchers, budgets, the general ledger, VAT and sales tax, bank accounts and financial reports.
Length 1:44Import your bank statement
Upload the statement file from your bank, let the AI read it into a sheet, check the totals and import it for reconciliation.
Length 1:51Deposit customer payments into the bank
Collect received cheques into a bank voucher, choose the bank account, and create the deposit.
Length 1:48Plan your yearly budget
Create a budget for next year, enter the expected revenue and expenses, and approve it.
Length 1:19Add the bank account you pay from
Add your bank to the chart of accounts as a bank account, so payments can say which bank the money leaves from.
Length 1:22Set up VAT for your sales
Add a ten percent VAT that your products can use, posted to the Sales VAT Payable account every new company has.
Length 1:23Find and read a journal entry
Find the accounting entry behind a document and check which accounts were debited and credited.
Inventory, POS and fixed assets
Products, categories, variants, units, stock receipts and transfers, POS devices and offers, and fixed assets.
Length 1:44Set up asset categories and products
Create an asset category with its accounts, then an asset product in it, ready to choose when you register an asset.
Length 2:06Register a new asset
Add a fixed asset such as a laptop, see its depreciation schedule, approve it, then find it in your assets list and open its page.
Length 1:42Sell or write off an asset
Record that an asset was sold or is no longer used — its date, type and reason — send it to approval and find it in the Assets Disposal List.
Length 1:35Sell a product in sizes or colours
Create an attribute such as Size with its values and extra prices, ready to add to your products as variants.
Length 1:28Create your product categories
Add a product category; its inventory and cost of sales accounts are filled in for you, so you only type the name.
Length 1:58Add your first product
Create a stockable product with its category, unit, sale price and VAT, ready to receive into stock and invoice, then open its page to see its stock…
HR and payroll
Employees and their records, salaries and allowances, leave, attendance and shifts, loans, overtime, HR letters and running payroll.
Length 1:49Give employees a one-off addition with Batch Process
Open an addition such as Housing Allowance from Batch Process under Additions and Deductions, choose the month, enter an amount for an employee…
Length 1:44Give employees a loan with Batch Process
Open Batch Process under Additions and Deductions, enter a loan for an employee in the Batch Loan wizard, review it and send it for approval.
Length 1:39Record employee overtime with Batch Process
Open Overtime from Batch Process under Additions and Deductions, choose the payroll month and a date range, enter an employee's overtime hours…
Length 1:37Change an employee's salary
Open an employee from the Employee List, fill in a salary change request under Actions, review the old and new salary side by side and send it for…
Length 2:18View and update an employee's profile
Open an employee from the Employee List, get to know the profile's dashboard, personal information, salary details and sidebar, and add an education…
Length 1:46Create an employee profile
Set up a profile with the leave, request, addition and deduction rules your employees share, and see it in the profile list.
CRM, customers and support
Leads, contacts and companies, appointments, the shared inbox for WhatsApp and email, campaigns and support tickets.
Length 1:30Add your client
Save your client as a contact, so the booking screen can pick them for an appointment.
Length 1:43Book the appointment
Reserve a time for your client and service, inside your opening hours.
Length 1:22Set how long the service takes
Give your service its length, so the booking screen knows which time slots to offer.
Length 1:37Set your opening hours
Add the days and hours you take appointments, so the booking screen has times to offer.
Length 2:07See your bookings on the calendar
Check your day on the appointment calendar and find a booking in the appointments list.
Length 2:09Add the contacts you will email
Add the people your email campaign goes to, each with an email address and a contact category.
Property and resort management
Owners, units and owner assets for property and resort management.
Length 1:56Let a visitor in for an owner
Add a visitor for a villa owner, get their six-digit code, and see where the gate allows or denies the visit.
Length 2:51Design your golf cart register
Create an owner asset type for golf carts, choose its fields and list columns, and see its expiry and approval options.
Length 1:44Register an owner's golf cart
Record a villa owner's golf cart in the Golf Carts register, then find it in the list.
System and settings
Users and logins, roles, services and the settings that shape how FlairSuite works for your company.
Length 1:39Add the service you offer
Create the service you sell, so the booking screen has something to book.
Length 1:28Create your support team
Create a work group for your support team and add yourself to it, so you can start logging tickets.
Length 1:57Add a user and give them a login
Add a colleague as a user, put them in a group and give them their own e-mail login and password.
Length 1:11Create a user group
Create a user group, the team that shares the same access, before you add any users.
Length 1:39Choose what the group can do
Give a user group its permissions, such as working with invoices, before you add anyone to it.
FAQ
Video tutorials: questions answered
Are the FlairSuite video tutorials free?
Yes. All 129 videos are free to watch, with no sign-up. Customers can also open them inside FlairSuite: the video button on a screen shows the tutorials for that screen.
Do the videos show the current version of FlairSuite?
Yes. Each video is recorded on the live system. When a release changes the screens a video shows, the video is recorded again, so what you see matches what you use.
Where should a new company start?
Start with the getting-started series. A new company is empty, so each series sets up what a task needs first, such as departments and leave types before the first employee, and ends with the finished task.
Are the tutorials available in Arabic?
The videos are narrated in English, with a full transcript on every page. Our team in Bahrain also trains your users in English or Arabic when you go live.
Can I see FlairSuite with my own processes?
Yes. Book a free demo and we will walk through the modules you need with your own processes and answer your questions.
Prefer a live walkthrough?
Book a free demo and we will show FlairSuite with your own processes, in English or Arabic, and answer your questions.