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Getting Started with LGO ERP

Welcome to the Lofty Golden Oil ERP System — your central platform for managing inventory, production, sales, purchasing, accounting, and reporting for Lofty Golden Oil Ltd.

System Requirements​

  • A modern web browser (Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari — latest version recommended)
  • An active internet connection
  • Screen resolution of 1024 × 768 or higher
  • JavaScript and cookies must be enabled in your browser

No software installation is required. The ERP is accessed entirely through your web browser at https://loftygoldenoil.com.

Account Setup​

Your account is created by your system administrator. You will receive a welcome email containing:

  • Your login email address
  • Your temporary password
  • The URL to access the system

If you have not received your credentials, contact your IT administrator.

First Login​

Follow these steps to log in for the first time:

  1. Open your web browser.
  2. Navigate to https://loftygoldenoil.com.
  3. You will see the login page with the LGO ERP branding.
  4. Enter the email address provided by your administrator in the Email field.
  5. Enter the temporary password provided in the Password field.
  6. Click the eye icon (👁) next to the password field to toggle visibility and verify you entered it correctly.
  7. Click the Sign In button.

You will be redirected to the Dashboard upon successful login.

Tip: If you cannot remember your password, click the Forgot Password link on the login page. A password reset email will be sent to your registered email address.

Password Requirements​

When setting or changing your password, the following rules apply:

  • Minimum 6 characters in length
  • Passwords are case-sensitive

It is strongly recommended that you change your temporary password immediately after your first login:

  1. Click your name and avatar in the top-right corner of the header.
  2. Select Settings from the dropdown menu.
  3. Enter your current password and your new password.
  4. Click Save to confirm the change.

Understanding the Interface​

The LGO ERP interface is divided into several key areas:

The sidebar is your primary navigation tool, located on the left side of the screen. It contains icons and labels for every module you have access to. On narrower screens, the sidebar automatically collapses to show icons only — hover over any icon to see its label.

Header (Top Bar)​

The header spans the top of the screen and contains:

  • Hamburger menu (☰) — toggles the sidebar open or closed on mobile/tablet screens
  • Global search bar — press Cmd + K (Mac) to open search at any time
  • Role badge — a color-coded badge displaying your current role:
    • Red = Administrator
    • Yellow = Production
    • Blue = Sales
    • Green = Accountant
  • Dark / Light mode toggle — switches the application theme
  • User avatar and name — click to open the user menu

User Menu​

Click your avatar or name in the header to access:

  • Settings — update your profile and password
  • Theme toggle — switch between Dark and Light mode
  • Sign out — securely log out of the system

The footer displays "Lofty Golden Oil ERP v3.0.0" along with the copyright notice.

The sidebar contains up to 10 navigation sections. Not all sections are visible to every role — your access is determined by your assigned role.

#SectionDescriptionRoles
1DashboardExecutive summary with KPIs, charts, and alertsAll roles
2InventoryProduct management, stock levels, adjustments, alertsAdmin, Production
3PurchasesPurchase orders and supplier recordsAdmin, Production
4ProductionProduction runs, yield tracking, cost analysisAdmin, Production
5SalesSales orders, invoices, accounts receivableAdmin, Sales
6CustomersCustomer database, credit limits, statementsAdmin, Sales
7AccountingGeneral ledger, vouchers, journal entries, trial balance, P&L, balance sheet, bank reconciliationAdmin, Accountant
8ExpensesExpense tracking and categorizationAdmin, Accountant
9UsersUser management and role assignmentsAdmin
10ActivitySystem-wide audit log of all actionsAdmin

The global search allows you to quickly find records across the system.

  1. Press Cmd + K on your keyboard (or Ctrl + K on Windows/Linux) at any time.
  2. A search dialog will appear in the center of the screen.
  3. Type your search term — this can be a product name, SKU, customer name, invoice number, or any other keyword.
  4. Results will appear instantly as you type.
  5. Click a result to navigate directly to that record.
  6. Press Escape to close the search dialog.

Tip: You can also click the search bar in the header to open the search dialog with your mouse.

Customizing Your View​

Changing the Theme​

  1. Click your avatar/name in the top-right corner.
  2. Click the theme toggle (sun/moon icon) in the dropdown.
  3. The interface will switch between the Light theme (cream background, #FDF8F0) and the Dark theme (dark background, #121212).
  4. Your preference is saved and remembered for your next session.

Collapsing the Sidebar​

On narrow screens, the sidebar collapses automatically. On wider screens, you can click the hamburger menu (☰) to toggle the sidebar.

First Steps After Login​

Your first actions will depend on your role:

Administrator​

  1. Review the Dashboard to get a high-level overview of the business.
  2. Navigate to Users to verify all team members have correct roles assigned.
  3. Review Inventory to ensure all products are entered with accurate stock levels.
  4. Check Accounting to confirm the Chart of Accounts is set up correctly.

Production Role​

  1. Review the Dashboard for current production metrics and stock alerts.
  2. Navigate to Inventory to verify current stock levels and set minimum stock thresholds.
  3. Check Production to review any planned or in-progress production runs.

Sales Role​

  1. Review the Dashboard for revenue and sales performance.
  2. Navigate to Customers to ensure the customer database is complete and up to date.
  3. Check Sales to review pending invoices and outstanding accounts receivable.

Accountant Role​

  1. Review the Dashboard for expense and financial summaries.
  2. Navigate to Accounting to review the Chart of Accounts and any pending journal entries.
  3. Check Expenses to review and categorize recent expense records.

Keyboard Shortcuts​

ShortcutAction
Cmd + K (Mac) / Ctrl + K (Windows)Open global search
Cmd + N (Mac) / Ctrl + N (Windows)Create a new item (context-dependent)
EscapeClose any open modal or dialog

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