> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/pro/welcome.md).

# Welcome to Equipme Pro

User guide for Equipme Pro, the service ERP for IT service providers, resellers, lessors and suppliers: customers, portfolio, purchasing, warehouse, fulfillment, billing, portals.

**Equipme Pro** is the **service ERP for providers**: IT service providers, resellers, lessors and suppliers. You use it to manage your customers, build your product and service offering, receive orders, procure goods, store, deliver, activate and bill. All in one system with multiple tenants (multi-tenancy).

Equipme Pro connects you with three kinds of business partners:

* **Hosted customers (direct customers):** You run a dedicated **customer portal** for them as a sub-tenant, fully in your own branding if you like (white label). This is how you build your own product offering.
* **Standalone customers (end customers):** Companies with their own equipme license that connect with you and order from you.
* **Partners:** other providers, e.g. distributors you source from, or resellers who pass on your offers.

This guide describes Equipme Pro from the provider's point of view. Every page explains where to find a feature, who may use it, how it works step by step and what your customer sees of it. How your customers use their portal is covered in the **customer guide** at hub.equipme.io.

## Who is this guide for?

| You are …                                                                         | Start here                                                                                                                |
| --------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **A managing director or product owner** and want to know what Equipme Pro can do | [What is Equipme Pro?](/pro/getting-started.md) → [Business models and licenses](/pro/getting-started/business-models.md) |
| **An administrator** setting up Equipme Pro                                       | [Initial setup (checklist)](/pro/getting-started/initial-setup.md)                                                        |
| **In sales or an account manager** looking after customers                        | [Customer management](/pro/customers.md) → [Create and invite customers](/pro/customers/create-and-invite-customers.md)   |
| **A portfolio manager** maintaining products and offers                           | [Portfolio Management](/pro/portfolio.md)                                                                                 |
| **In purchasing or the warehouse**                                                | [Purchasing](/pro/procurement.md) → [Warehouse](/pro/warehouse.md)                                                        |
| **In fulfillment** processing orders                                              | [Fulfillment at a glance](/pro/fulfillment.md)                                                                            |
| **In accounting** creating invoices                                               | [Billing](/pro/sales/billing.md)                                                                                          |

## The areas of Equipme Pro

| Area                                           | What you do there                                                                                                   |
| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| [**Getting started**](/pro/getting-started.md) | Basic concepts, business models and licenses, registration and sign-in, user interface, dashboard, initial setup    |
| [**Customers**](/pro/customers.md)             | Create, invite and connect customers, customer details and enabling modules, set up the white-label customer portal |
| [**Sales**](/pro/sales.md)                     | Review and confirm incoming orders, billing and invoices                                                            |
| [**Portfolio Management**](/pro/portfolio.md)  | Product master data, product import, service portfolio, offers and prices, Partner Connect                          |
| [**Purchasing**](/pro/procurement.md)          | Order proposals, purchase orders with suppliers, financing agreements                                               |
| [**Warehouse**](/pro/warehouse.md)             | Goods receipt, stock warehouse, stock withdrawals, customer warehouses                                              |
| [**Fulfillment**](/pro/fulfillment.md)         | Open positions, picking, production, shipping, changes, activations, cancellations                                  |
| [**Operations**](/pro/operations.md)           | Service instances of all customers, HR sync, Equipme Operate ticket system                                          |
| [**Automation**](/pro/automation.md)           | Workflows, connectors and other automation modules                                                                  |
| [**Administration**](/pro/administration.md)   | Supplier profile, users, roles and permissions, integrations, email notifications                                   |
| [**Help**](/pro/help.md)                       | FAQ, glossary and support                                                                                           |

{% hint style="info" %}
**Which menu items you see depends on your role and your license.** If an area described here is missing for you, you either lack the permission (contact your administrator) or the feature is not included in your license. Learn more under [Business models and licenses](/pro/getting-started/business-models.md).
{% endhint %}

## Help right in the app

In the header, the **"Help"** button opens an AI assistant that answers your questions based on this guide. How to reach support is described under [Contact support](/pro/help/support.md).


---

# Agent Instructions
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