Implementation & setup guides for ERP and supply chain software

An implementation guide for ERP and supply chain software should take the person rolling out the product through every setup step in order, with the exact values to enter, a screenshot of each field and a check that each step worked. Include:

• What's needed before starting: admin access, accounts in connected systems and the people who own each step.
• Every setup step, in order: connect your online store so orders and stock sync, connect accounting software and map invoices to accounts, set up buying and selling between your own companies, connect a shipping or logistics app and set planning settings for each product and area.
• Exact values and screenshots. Field names, settings and where to paste each value, so nothing is left to guesswork.
• Sensitive values handled safely. Store details and similar details should be test values in the guide, never real ones.
• A check after each step, so problems surface during setup rather than after go-live.
• Where to get help if a step fails.

Trainn's step-by-step guide generator writes each step and captures each screenshot from a single recording.

Mostly step-by-step guides, with short videos only where a step needs explaining. Setting up ERP and supply chain software means copying exact values into the right fields, and people copy more accurately from a written step with a screenshot than from a paused video. A practical split:

• Use guides for exact settings, such as “connect your online store so orders and stock sync” or “connect accounting software and map invoices to accounts”. Each step gets a screenshot of the exact field.
• Use a short video to explain why a step matters, or what happens next, when text alone would leave people guessing.
• Make both from one recording. Trainn produces the video and the written guide together, so each person can use the format they prefer.
• Make it clickable when people should practise. Publish the same recording as an interactive guide.

See how to turn screen recordings into SOP documentation.

Change management in ERP implementation means helping people move from old ways of working to the new system: explaining what changes, training each role and supporting them after go-live. Videos and guides carry much of that work:

• Explain what changes for each role. A short video per role shows buyers, planners and warehouse staff their new daily steps.
• Document every setup step, such as “connect your online store so orders and stock sync” and “set up buying and selling between your own companies”, so the rollout doesn't depend on one consultant's memory.
• Support every site and language. Translate guides and videos into 30+ languages for plants and warehouses in different countries.
• Keep material current after go-live, replacing only the clip or step that a release changes.

Trainn's step-by-step guide generator creates written guides from the same recordings.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your ERP and supply chain software, such as “connect your online store so orders and stock sync”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.