Horizon213 Guide
What do you need to do?
Step-by-step guides for everyday work in Horizon213 ERP: invoicing, deliveries, stock, cash, and accounting. In English, French, and Arabic.
84 guides
Start here
Sign in, find your way around, and change the language.
- 10Sign in for the first timeGet into your workspace, and know which of the two buttons on this screen is yours.
- 20Find your way aroundThe company you are in, the list of modules, Simple mode, and how to sign out.
- 30Find anything with Ctrl+KOne shortcut, a business word, and you are on the right screen — without learning where anything lives.
- 40Switch languageMove the whole workspace between Arabic, French and English — and know where the control actually is.
- 50Recover your passwordGet back into your account by email, and understand why the screen tells you so little.
Set up your company
Company identity, modules, fiscal defaults, and your team.
- 05Choose a business profilePick the shape of business you run, and let it decide which modules a new company starts with.
- 20Fill in your company's legal and fiscal identityEnter the identifiers that print on every document, and set the language, timezone and tax regime the company works under.
- 25Set regional and fiscal defaultsThe company's own language, its timezone, and the tax regime it files under.
- 30Add a field of your ownPut the one thing your business tracks that no ERP ships with onto customer or product records.
- 30Turn modules on and offShow only the parts of Horizon213 this company actually uses, and hide the rest from everyone's screen.
- 35Accept an invitationTurn the invitation you were sent into an account you can sign in with.
- 40Change or revoke someone's accessMove a person between roles, suspend them without deleting them, and do it per company.
- 40Invite a teammate and choose what they can doSend an expiring invitation link scoped to the companies and the level of access you choose.
Bring your data in
Move your existing customers, catalogue, stock, and balances in.
- 10Import your customers, suppliers and catalogueBring existing records in from a spreadsheet, using the template Horizon213 generates for your company.
- 20Import your valued opening stockTell the ERP what is on the shelf, and what it cost you, on the day it takes over.
- 30Import open customer and supplier balancesBring in the invoices still owed to you, and by you, on the day this ERP starts — without inventing sales that never happened here.
Sell
Quotations, invoices, deliveries, payments, credit notes.
- 05Write a quotation and turn it into an invoiceGive a customer a price that holds until a date, then convert the accepted one without retyping it.
- 10Create and confirm a sales invoiceBill a customer for goods or services, then confirm it so it counts in your books.
- 20Record a delivery against an invoiceRecord the goods that physically leave, in full or a part at a time, and move stock with them.
- 25Move a quotation to a decisionSend it, record what the customer said, and turn a yes into an invoice.
- 30Record a customer paymentEnter money received against an invoice, in full or in parts, so what you are owed stays true.
- 40Issue a customer credit notePut right an invoice that was wrong, goods that came back, or a discount agreed after the fact — without touching the original.
- 45Reverse a deliveryPut stock back when goods were booked out twice, in the wrong quantity, or against the wrong invoice.
- 50Send a customer statementProduce the account history for one customer over a period — every invoice, every payment, and what is left owing.
- 60Agree a price with a customerSettle a price once and have it applied by itself on every invoice for that customer.
- 60Print or send a document as PDFPrint an invoice, quotation, delivery note, or credit note — and control what appears on the paper.
Counter sale
The till: scan, take payment, print the ticket, close the day.
- 10Open the till for the dayCount what is already in the drawer and start the register, so the day's takings can be checked against it tonight.
- 20Take a counter saleScan or search, take cash, card or cheque, give the change, and print the ticket.
- 30Close the till and count the drawerEnd the day by counting the cash and comparing it against what the register expected.
- 40Recover sales the till has not sent yetWhat happens to a counter sale when the connection drops, and why re-sending one can never charge a customer twice.
Distribution
Load a van, settle each stop, count the bag on return.
- 10Load a van and send a round outPick a driver, a date and the delivery notes to load, then print the sheet the driver takes with them.
- 15Print the round sheetThe paper the driver takes out — the stops in order, what to collect, and where to sign.
- 20Answer a stop: delivered or brought backRecord what happened at each door, and post the cash the driver collected against the invoice.
- 30Close a round and count the bagEnd the day by counting the cash the driver brings back against what the stops say was collected.
Buy
Orders, receipts, supplier invoices, and payments.
- 10Raise a purchase orderTell a supplier what you want, at what price, so what arrives can be checked against what you agreed.
- 20Receive goods against a purchase orderRecord what physically arrived, in full or in parts, and put it into stock at the price you agreed.
- 30Match a supplier invoice to what arrivedPost what the supplier is charging you against what you actually received, so the debt and the input VAT are real.
- 40Record a supplier invoice with no orderEnter rent, utilities, a repair or a professional fee directly — the purchases that never had a purchase order.
- 50Record a supplier creditEnter the credit note your supplier issued you — for goods sent back, an overcharge, or a discount agreed after the invoice.
- 55Reverse a goods receiptTake stock back off the books when goods were booked in twice, in the wrong quantity, or against the wrong order.
Stock
Balances, movements, transfers, reorder minimums, expiry.
- 05Read your stock, and how it got thereWhat you hold now, and the dated trail of every movement that made it that number.
- 10Record a stock movementAdjust, issue or transfer stock by hand, when goods move for a reason no document covers.
- 20Set a minimum and get told what to reorderGive a product a floor, and Horizon213 tells you when it drops through it instead of you noticing at the shelf.
Catalogue & contacts
Your products, services, customers, and suppliers.
Following up customers
Deals you are chasing, and the next thing to do about each one.
Money
Cashbook, what you are owed, cheques, deposits, reconciliation.
- 10Record money in or outEnter cash that moves for a reason no invoice covers — rent, fuel, bank fees — and pay supplier invoices.
- 20Register a cheque or a traiteRecord an instrument you have taken or issued, and let it become real money only when it clears.
- 30Follow what you are owedRead the ageing block — who is late, by how long, and which balances have no due date at all.
- 30Take a customer depositHold money paid up front as a credit on the customer's account, not as income, until there is an invoice to apply it to.
- 40Correct a posted paymentUndo a payment recorded twice, for the wrong amount, or into the wrong account — without deleting anything.
- 40Import a bank or CCP statementLoad the bank's own file so every line it contains can be checked against your cashbook.
Accounting
Journals, fiscal periods, statements, and the G50.
- 05Review the journalRead every entry your daily work produced, over a date range you choose, and check it balances.
- 20Post a manual journal entryRecord an accounting entry that no invoice, payment or stock movement produced — and only when that is really the case.
- 30Check your VAT before preparing the G50Reconcile the VAT your documents say you owe against the VAT actually posted, and clear the exceptions before you file.
- 40Close and reopen a periodStop new entries landing in a month you have already declared — and know how to let one back in when you must.
- 40Read the income statement, balance sheet and ledgerSee profit, financial position, and every movement behind them — each total traceable back to the entries that made it.
- 45Export your booksHand your accountant a CSV of the journal for a period, without giving them access to anything.
Fixed assets
Register, depreciate, and dispose of fixed assets.
People
Employees, leave, and monthly payroll.
- 02Add an employeeCreate the record that leave, payroll and payslips all hang off.
- 05Set up payrollSet what each person earns and which rates apply, once, before you run a month.
- 08Change someone's work statusMark an employee active, on leave, or inactive — and know which of the three stops them being paid.
- 15Decide a leave requestApprove, refuse, or cancel leave that was already approved — each with the reason attached.
- 20Plan an absence and approve leaveRecord who is away and when, get the overlap checked, and approve or decline the request.
- 20Read and print a payslipOpen one employee's payslip for a posted month, and understand every line on it.
- 30Reverse a posted payrollUndo a whole payroll month — the expense, the liabilities and the payment — when it was posted wrong.
- 30Run a payroll monthPrepare the month, adjust what needs adjusting, then post and pay in one operation.
Projects & operations
Projects, tasks, and work orders.
Reports & oversight
The dashboard, management reports, and the activity trail.
- 10Read the management reportsOne screen of numbered figures across money, operations and people — and what each one is actually telling you.
- 30Read the activity trailSee who did what, when, across the whole company — the record that settles "who changed this?"
- 35See how the ERP is being usedWhich modules your team actually uses, who is working in the system, and which switched-on modules nobody has touched.
Horizon213 AI
Turn the assistant on and ask it about your own figures.
- 05Turn on Horizon213 AIConnect your own provider, decide who chooses the model, and understand what the assistant can and cannot do.
- 10Ask Horizon213 AI about your own figuresPut a question in your own words and get an answer built from your records, with the documents it used.
- 15Use the built-in AI workflowsSix prepared questions worth asking every week, and how to hand the assistant a supplier document.
How Horizon213 thinks
Short explanations the guides link to instead of repeating.
- 10Why nothing here is ever editedHorizon213 corrects mistakes by posting the opposite, not by changing what was written. This is the rule behind almost every "you cannot" in the guides.
- 20Who can do whatThe four levels of access, what each one really means, and why read-only is a wall rather than a hidden button.
- 30How documents are numberedWhat FV-2026-00184 means, why the number appears only on confirmation, and why there are never gaps.
- 40One installation, several companiesWhat a company owns, what a group can see, and why the group view never lets you write anything.
- 50What your stock is worthHorizon213 values stock at a moving weighted average, per company. This is why the figure changes when you buy, and not when you sell.
- 55How VAT is appliedTax is decided per line, not per document — and what you owe is the difference between two totals, not a percentage of your sales.
- 60Opening balances are not tradeWhy the invoices you import at migration are collectible, but never counted as sales, purchases, or VAT.
- 65Read-only accessWhat somebody who can see everything and change nothing is for, and why it is safer than the alternative.