📖 User Guide
ERP Online Hub — Complete User Guide
A comprehensive reference covering every feature of the platform — from account creation through advanced AI consulting tools, project management, and enterprise features.
24Sections
50+ERP Systems
6Subscription Plans
24/7AI Availability
🤖
Platform Overview
What ERP Online Hub is and how it works
ERP Online Hub (EOH) is an AI-powered consulting platform purpose-built for ERP professionals. It provides instant access to deep expertise across SAP, Oracle, Microsoft Dynamics, Workday, NetSuite, and over 50 additional enterprise systems — without the cost or scheduling constraints of traditional consulting engagements.
💬
AI Chat Consulting
Ask any ERP question and receive expert-level answers including troubleshooting steps, configuration guidance, best practices, and process walkthroughs — available 24/7.
📄
Professional Document Export
Convert AI conversations into professionally formatted PDF, Word, Excel, or PowerPoint documents in seconds — ready for client delivery or internal use.
🎤
Voice Consulting
Speak your questions and receive spoken answers. Ideal for hands-free consultation while actively working inside your ERP system.
🖥️
Live Screen Analysis
Share your screen and receive real-time contextual guidance on what the AI sees — the most powerful tool for live troubleshooting.
📁
File & Document Analysis
Upload PDFs, Excel files, Word documents, and screenshots. The AI reads and analyzes them as part of your consultation session.
🗂️
Project Manager Mode
Full ERP implementation project management with AI assistance — phases, tasks, team, AI-generated documents, and project-aware consulting.
📝
Account Creation
Create your ERP Online Hub account
Email Registration
1
Navigate to the Sign-Up Screen
Click "Create Account" on the login page at erponlinehub.com
2
Complete the Registration Form
Full Name — required · Email Address — required · Password — minimum 8 characters · Phone — optional
3
Submit Your Registration
Click "Create Account." Your account is created immediately in the system.
4
Check Your Email Inbox
A 6-digit verification code arrives from noreply@erponlinehub.com within one minute. Check your spam or junk folder if not received promptly.
5
Enter the Verification Code
Type the 6 digits into the verification screen — it auto-submits upon completion. Code expires in 15 minutes.
6
Account Activated
Email verified, automatically signed in, and redirected to ERP selection.
Social Sign-Up (Recommended)
Click "Continue with Google" or "Continue with LinkedIn" on the registration screen. Your account is created and email-verified instantly using your existing social profile — no password or verification code required.
Password Policy
- Minimum 8 characters in length
- May include letters, numbers, and special characters
- Can be updated at any time from Profile → Security
- Use a unique password not shared with other services
If the Verification Code Does Not Arrive
- Check your spam and promotions folder
- Click "Resend" — a 2-minute cooldown applies between resends
- Each new code invalidates the previous one
- Contact Support if the issue persists — manual verification is available
🔑
Signing In
Accessing your account securely
📧 Email & Password Sign-In
1
Enter Your Email and Password
Use the credentials you registered with
2
Click "Sign In"
If credentials are valid, you are signed in immediately
3
Email Not Yet Verified?
A fresh 6-digit code is automatically sent — enter it to verify your email and complete sign-in
4
2FA Enabled?
Enter the 6-digit TOTP code from your authenticator app after your password
Account Lockout Policy
After 5 consecutive failed sign-in attempts, your account is temporarily locked for security. Wait for the lockout timer to expire or contact Support to unlock your account immediately.
🔑 Password Reset
1
Click "Forgot Password"
Located below the sign-in form
2
Enter Your Registered Email
A secure reset link is sent to your inbox
3
Open the Reset Email
Click the link — opens the password reset form. Link expires in 1 hour.
4
Set Your New Password
Enter and confirm your new password — you are automatically signed in after saving
Social Sign-In
Click Google or LinkedIn — one click, no password required. Both new and returning users are supported.
✉️
Email Verification
Understanding the 6-digit code system
When Is Verification Required?
- After registering with email and password for the first time
- When signing in with an email address not yet verified
- When an administrator manually resends a verification code
How to Complete Verification
1
Code Is Sent Automatically
6-digit code from noreply@erponlinehub.com — arrives within 60 seconds
2
Enter the Six Digits
Individual input boxes — cursor advances automatically. Auto-submits when all six digits are entered.
3
If Incorrect
Re-enter carefully. Ten attempts are permitted before a temporary lockout is applied.
4
Resend If Needed
Click "Resend" after the 2-minute cooldown. Issuing a new code invalidates the previous one.
5
Verified — Access Granted
Account fully activated and you are signed in automatically
Important Notes
• Code expires after 15 minutes
• Always check spam and promotions folders
• Each new "Resend" cancels the prior code
• Google and LinkedIn sign-up bypasses verification entirely
Still Unable to Verify?
- Confirm the email address entered is correct
- Check spam, promotions, and all folders
- Ensure your provider does not block mail from erponlinehub.com
- Contact Support — administrators can manually verify your account
🏭
ERP System Selection
Selecting your ERP focuses the AI on your exact system
Why ERP Selection Matters
SAP S/4HANA configuration, Oracle Fusion workflows, and Microsoft Dynamics processes are fundamentally different. By selecting your vendor and product, the AI focuses exclusively on your system — delivering precise, actionable answers rather than generic guidance. You may change your selection at any time during a session.
1
Select Your Vendor
Choose from SAP, Oracle, Microsoft Dynamics, Workday, NetSuite, Infor, Sage, Epicor, IFS, Odoo, and more
2
Select Your Product
Choose the specific module — e.g. SAP → S/4HANA RISE, Oracle → Fusion Cloud ERP
3
Begin Your Consultation
The AI chat opens with full awareness of your selected ERP system and version
Switching ERP During a Session
- Click the ERP name displayed in the chat toolbar to open the selection panel
- Select a new vendor and product — context switches immediately
- Or click "New Chat" to start a fresh session with a different ERP
- All previous conversation history is preserved regardless of switching
💬
AI Chat Consulting
Your primary workspace for ERP consultation
What to Ask
Error Resolution
"I receive error AACT_NO_ACCOUNT during GL posting in S/4HANA — what is the cause and fix?"
Step-by-Step Guides
"Walk me through executing month-end close in Oracle Fusion Finance."
Configuration
"How do I configure automatic payment runs in SAP FICO?"
Best Practices
"What is the recommended approach for data migration in an S/4HANA RISE implementation?"
Process Design
"Design the procure-to-pay process for a manufacturing company using SAP MM."
Comparison
"Compare SAP SuccessFactors and Workday HCM for a 5,000-employee organization."
Chat Controls
- Enter — Submit message
- Shift+Enter — Insert line break within message
- 📎 Attachment — Upload a file for analysis
- 🎤 Microphone — Activate speech-to-text input
- 🖥️ Screen — Begin live screen analysis session
- 🔊 Voice — Toggle spoken AI responses
Slash Commands
/export/new/voice/screen/history/pm/help
AI Response Quality
The AI draws on official ERP documentation, implementation methodologies, SAP Help Portal, Oracle Docs, and Microsoft Learn — combined with an extensive ERP knowledge model. Responses are contextual to your selected ERP system.
✍️
Writing Effective Prompts
How to ask questions that generate the most precise answers
Include These Details
- ERP system and version — e.g. "SAP S/4HANA 2023 on-premise"
- Module or functional area — e.g. "SAP MM — Inventory Management"
- Exact error message or code — copy verbatim from the system
- Transaction code or screen name — e.g. "T-code: MIGO"
- What you were doing — the steps taken before the issue
- Expected vs. actual result — what should happen versus what did
- Business context — e.g. "during monthly payroll processing"
Effective vs. Ineffective Prompts
❌ Too Vague
"SAP is not working. Help."
✅ Well-Structured
"In SAP S/4HANA 2022, when I post a goods receipt using MIGO for a purchase order, I receive error M7 023 — 'No purchase order number entered.' The PO exists in the system and is released. What causes this and how do I resolve it?"
Follow-Up Effectively
- The AI retains the full conversation context — reference earlier points freely
- Ask for clarification: "Can you explain step 3 in more detail?"
- Request alternatives: "Is there another approach if I don't have basis access?"
- Ask for documentation: "Create a Word report of this entire solution"
📚
Chat History
Access and manage your past consulting sessions
How History Works
- Sessions are auto-saved automatically throughout the conversation
- Each session is stored with its vendor, product, and title
- Access history via the History panel in the left sidebar
- Available on Basic and higher plans
- History retention: 30 days (Basic) — unlimited (Professional+)
Searching History
- Use the search box in the history panel to find past sessions by keyword
- Filter by ERP vendor or product
- Click any session to resume the conversation with full context
- Pin important sessions to keep them at the top
Managing Sessions
- Click a session title to rename it for easier retrieval
- Delete sessions you no longer need via the context menu
- Sessions are private — visible only to your account
- Resume any session — the AI re-reads the full context automatically
- Export any previous session as a document at any time
🎤
Speech-to-Text Input
Ask questions using your voice — available on all paid plans
1
Click the Microphone Icon
Grant browser microphone permission when prompted — this is a one-time request
2
Speak Your Question
Your speech is transcribed in real-time into the message field. Supports over 40 languages.
3
Pause to Submit
A brief pause triggers automatic submission — or click "Send" manually
4
Read the AI Response
The answer appears as text in the chat interface
Supported Languages
Speech recognition supports all major languages including English, Arabic, French, German, Spanish, Portuguese, Chinese, Japanese, and Hindi.
Best Practices
- Use a quiet environment to minimize background noise
- Speak at a natural pace — no need to slow down artificially
- Technical terms and T-codes are recognized accurately
- Review the transcription before sending if the topic is complex
Plan Availability
Speech-to-text input is available on Basic and all higher plans. Voice minute quotas apply — monitor usage in your profile.
🔊
Speech-to-Speech (Full Voice Mode)
Fully spoken conversation with the AI — Professional plan and above
1
Activate Voice Mode
Click the Voice Mode button in the chat interface
2
Speak Your Question
The AI listens, understands, and processes your spoken question
3
Hear the Answer
The AI responds with a natural-sounding spoken voice. Multiple voice options are available. Playback speed is adjustable.
4
Hands-Free Loop
The system automatically listens for your next question — fully hands-free consultation while working inside your ERP
Voice Options
- Select from multiple AI voice profiles in settings
- Adjust playback speed (0.75× to 2×)
- Supports multilingual voice output
Ideal Use Cases
- Working hands-free inside SAP GUI or another ERP client
- Reviewing reports while asking questions aloud
- Training sessions — spoken explanation of complex processes
- Long commutes — spoken ERP consultation via mobile
Voice Minute Quota
Voice usage is measured in minutes consumed. Monitor your remaining voice minutes in Profile → Usage. Unused minutes do not carry over to the next billing period.
📄
Document Export
Transform AI conversations into professional deliverables
📋
PDF
Formatted PDF — ideal for sharing troubleshooting reports, process documentation, and procedure guides
📝
Word (.docx)
Fully editable Word document — AI structures headings, sections, and tables automatically
📊
Excel (.xlsx)
Structured spreadsheet — extract data tables, configuration lists, and comparison matrices
📽️
PowerPoint (.pptx)
Presentation deck — training materials, project proposals, and executive overviews
How to Export
Via Chat Command (Natural Language)
Type directly in chat: Create a PDF summary · Export this to Word · Generate a PowerPoint with 8 slides · Export as Excel
The AI generates the document from the full conversation context automatically.
Via Export Button
Click the export icon in the chat toolbar, or type /export → select format → download immediately.
Tips for Higher-Quality Documents
• Complete a thorough conversation before exporting — more context produces better structure
• Specify the format explicitly: "Create a detailed Word document with an executive summary, issue description, root cause analysis, and resolution steps"
• For PowerPoint: specify slide count and audience — e.g. "5-slide deck for a client presentation"
• Previously exported documents are saved in Profile → Export History
📎
File Upload & Analysis
Upload documents for AI-powered analysis within your consultation
Supported File Types
📋 PDF
📝 Word (.docx)
📊 Excel (.xlsx)
🖼 PNG / JPG
📄 TXT
📃 CSV
What the AI Can Do With Your Files
- Error screenshots — identifies the exact error and prescribes resolution steps
- PDF / Word documents — reads, summarizes, and extracts key information
- Excel files — analyzes data, identifies anomalies, and interprets formulas
- ERP output reports — interprets report content and explains its significance
- Configuration documents — reviews settings and flags potential misconfigurations
- Process documentation — reviews and suggests improvements
How to Upload
1
Click the Attachment Icon 📎
Located in the chat input toolbar — opens your device file picker
2
Select Your File
File size limits: 1 MB (Free) · 2 MB (Basic) · 5 MB (Professional) · 10 MB (Business) · 20 MB (PM/Enterprise)
3
Add Context (Optional)
Type a specific question — or simply send and the AI will provide a full analysis automatically
4
AI Analyzes and Responds
Complete analysis delivered within seconds
🖥️
Live Screen Analysis
Show the AI your screen — receive real-time contextual guidance
The Most Powerful Feature for Live Troubleshooting
Rather than describing an issue, show it. The AI visually analyzes your screen and delivers specific, contextual guidance — as though an expert consultant is looking over your shoulder. Available on Professional plan and above.
1
Click the Screen Icon 🖥️
Browser requests screen-sharing permission — click "Allow"
2
Select What to Share
Choose a specific application window, browser tab, or entire screen
3
Ask Your Question
"What is causing this error?" · "How do I proceed from this screen?" · "Explain what I am looking at."
4
AI Analyzes Your Screen
A snapshot is captured, visually analyzed, and specific guidance is returned based on what the AI observes
5
Receive Spoken and Written Answer
Response is provided both in text and spoken aloud. Ask follow-up questions continuously.
6
Stop Screen Sharing
Click the stop button in EOH or dismiss the browser screen-sharing notification bar
Best Practices
- Ensure the error message or relevant screen area is fully visible before asking
- Zoom into the specific area you need analyzed
- Ask precise questions — "Why is this field disabled?" produces better results than "help me"
- The AI focuses on your ERP window and ignores the EOH interface itself
🔒 Privacy and Data Security
Only the specific window or tab you select is shared. The AI captures a single snapshot — not a continuous video stream. No screen content is stored permanently on our servers.
🔍
ERP Image Search
Visual references from official ERP documentation
When consulting about a screen, report, or configuration, the AI may display relevant reference images from official ERP documentation and knowledge bases — helping you visually identify the correct screen, transaction, or report layout.
How It Works
- Images are retrieved automatically when relevant to your question
- Sources include SAP Help Portal, Oracle documentation, and Microsoft Learn
- Click any image to view it in full resolution
- Images are for reference only — always refer to your specific system version
When Images Appear
- Asking about a specific SAP T-code or screen
- Requesting a walkthrough of a specific ERP process
- Asking "What does this screen look like?" or "Show me the configuration screen for..."
- Troubleshooting errors associated with known screens
🗂️
Project Manager Mode
AI-assisted ERP implementation project management — PM Plan Required
📁
Project Creation
Create ERP implementation projects with full metadata — client, vendor, methodology, timeline, phases, and budget
🔄
Phase Management
Track progress across all implementation phases: Prepare → Explore → Realize → Deploy → Run — or custom phases
👥
Team Management
Add team members with roles (Consultant, Client, PM, Vendor, Stakeholder) and contact information
✅
Task Management
Create, assign, and track tasks with deadlines, priorities, and status — AI can generate task lists from project context
📋
AI Document Generation
Generate BRDs, FSD, test scripts, UAT plans, training guides, cutover plans, risk registers, and SOPs from your project
📧
AI Email Drafting
Compose professional project emails — status updates, escalations, go-live announcements, and stakeholder communications
How to Access Project Manager Mode
Type /pm in the chat interface, or click the PM icon in the navigation panel. A Project Manager plan subscription is required.
📋
AI-Generated Project Documents
Professional ERP documents generated in seconds from your project context
Business Requirements Document (BRD)
Comprehensive functional requirements drafted from your project specifications and conversation context
Functional Specification (FSD)
Detailed technical and functional design specifications for ERP customizations and configurations
Test Plan & Test Scripts
Structured test cases for unit testing, integration testing, and user acceptance testing
UAT Plan
User acceptance testing plan with scenarios, expected results, and sign-off criteria
Cutover Plan
Detailed go-live cutover checklist with task assignments, timelines, and rollback procedures
Training Plan
End-user training curriculum, agenda, and delivery plan tailored to your ERP and user groups
Risk Register
Identified project risks with probability, impact, and mitigation strategy for each item
Project Charter
Executive-level project authorization document with scope, objectives, stakeholders, and budget summary
Status Report
Structured weekly or milestone-based project status report for stakeholder distribution
👤
My Profile
Manage your personal information, preferences, and account settings
Editable Profile Fields
- Full Name — displayed in chat sessions and documents
- Company Name — your organization or client name
- Job Title — your professional role
- Phone Number — optional contact detail
- Timezone — ensures accurate time display across features
- Profile Photo — click your avatar to upload an image
- Password — update from Profile → Security at any time
Accessing Your Profile
Click your name or avatar in the top-right corner of the platform → select "My Profile" from the account menu.
Usage Dashboard
- AI Queries Used — messages sent to the AI this billing period
- Documents Exported — files generated this period
- Voice Minutes Used — speech-to-text and voice conversation time
- Screen Minutes Used — live screen analysis session time
Activity Log
- Sign-in history with device type and approximate location
- Plan changes and payment events
- Key account actions with timestamps
💳
Billing & Subscription
Manage your plan, payment method, and invoices
Billing Section Contains
- Current Plan — active subscription and renewal or expiry date
- Change Plan — upgrade or downgrade at any time
- Payment Method — view or update your saved card
- Invoice History — download PDF receipts for all transactions
- Cancel Subscription — access continues until end of the current period
- Apply Promo Code — enter a discount or free plan code at checkout
Upgrading Your Plan
1
Click "Upgrade" on Any Plan Card
Or navigate to Profile → Billing → Change Plan
2
Review Plan Features
Compare limits, features, and pricing before selecting
3
Complete Payment
Charged to your saved card immediately, or Stripe checkout opens for new payment details
4
New Limits Applied Immediately
No reload required — upgraded features are accessible at once
📦
Subscription Plans
Choose the plan suited to your professional needs
| Plan | Price | AI Queries | Voice Mins | Exports | File Size | Live Screen | PM Mode |
| Loading plans... |
Free Trial Available · Cancel Anytime · No Hidden Fees
All paid plans include a 7-day free trial. Upgrade, downgrade, or cancel at any time from your billing settings. Changes take effect immediately.
🛡️
Two-Factor Authentication (2FA)
Add an additional layer of security to your account
How to Enable 2FA
1
Open Profile → Security
Click your name in the top-right → My Profile → Security tab
2
Click "Enable 2FA"
A QR code is displayed for scanning
3
Scan with Authenticator App
Use Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app
4
Enter Confirmation Code
Type the 6-digit code from your app to confirm setup
5
2FA Is Active
All subsequent sign-ins require your password and a TOTP code
Strongly Recommended
Two-factor authentication significantly reduces the risk of unauthorized access even if your password is compromised. We strongly recommend enabling 2FA on all professional accounts.
Disabling 2FA
- Navigate to Profile → Security → click "Disable 2FA"
- Enter your current 2FA code to confirm deactivation
- 2FA can be re-enabled at any time
Lost Access to Authenticator?
- Contact Support immediately with your account email
- Identity verification is required before 2FA reset
- Store backup codes safely — provided at setup time
📱
Active Sessions Management
Monitor and control all devices signed into your account
Viewing Active Sessions
- Navigate to Profile → Sessions to see all signed-in devices
- Each session displays: device type, browser, approximate location, and last active time
- Your current session is marked with a green indicator
Ending Sessions
- Click "Revoke" next to any unrecognized or inactive session
- Use "Sign Out All Other Devices" to revoke all sessions except the current one
- Sessions expire automatically after 2 hours of inactivity
If You Suspect Unauthorized Access
- Step 1 — Change your password immediately (Profile → Security)
- Step 2 — Revoke all other active sessions
- Step 3 — Enable or re-enable 2FA
- Step 4 — Contact Support to report the incident
- Step 5 — Review recent activity log for unauthorized actions
🎫
Support & Assistance
How to get help from the ERP Online Hub team
Submitting a Support Ticket
2
Select Category and Priority
Technical / Billing / Account / Feature Request — and set urgency level
3
Describe the Issue
Include ERP system, module, error messages, and steps taken. Attach a screenshot if applicable.
4
Submit and Track
Receive a ticket reference number and track all replies under "My Tickets"
Contact Information
- Support Email: support@erponlinehub.com
- Support Hours: Monday – Friday, 9:00 AM – 6:00 PM PST
- Response Time: Urgent (2h) · High (4h) · Standard (24h)
- Location: California, United States
Response Time Policy
Urgent tickets (system down / platform inaccessible) are prioritized and addressed within 2 hours during business hours. Tickets submitted outside business hours are addressed on the next business day.
⭐
Professional Tips & Best Practices
Get the most value from ERP Online Hub
Be Specific in Every Question
Always include ERP version, module, T-code or screen name, and the exact error text. Specific questions produce precise, actionable answers.
Use Conversation Context
Build on earlier messages in the same session. The AI retains the full context — reference prior answers without repeating background information.
Leverage Document Export
After a detailed consultation, export the conversation as a Word or PDF document. This creates a permanent, reusable reference for your team.
Combine Screen + Voice
Use Live Screen with Voice Mode for the most efficient hands-free troubleshooting experience — see and speak simultaneously.
Use PM Mode for Implementations
For ERP implementation projects, use PM Mode from the first day. AI-generated documents save 70–80% of documentation time.
Request Structured Outputs
Ask for specific formats: "Provide this as a numbered step-by-step guide" or "Present this in a table comparing three options."