This guide introduces the Evolution ERP interface, explains how to log in, navigate the system, and describes the main modules and user features available after signing in.
It is intended for new users and those becoming familiar with the Evolution ERP environment.
Accessing Evolution ERP
To get started, open any modern web browser and navigate to:
https://my.evolution.com.au
Enter your username and password on the login screen and click Login.
Selecting a Company
After logging in, you will be prompted to select the company you wish to work with.
Click the company name to load the main system interface for that business.
Main Screen Overview
Once logged in, the main screen is divided into three key areas:
- Main Menu (Left) – Displays all modules you have permission to access
- Content Area (Centre) – Displays the active page (e.g. dashboard)
- User Icons (Top Right) – Profile, help, calendar, and log out options
Dashboard Customisation
The dashboard displays content relevant to your role and current tasks. It can be customised using the dashboard configuration icon in the top‑right corner of the screen.
You can:
- Enable or disable dashboards by module
- Select dashboards relevant to your role
- Rearrange dashboard items by dragging them
After making changes, click Save Configuration.
Calendar Access
The calendar is accessible via the calendar icon in the top‑right corner.
The calendar displays:
- Tasks
- Calls
- Reminders
- Meetings
Calendar items can be viewed:
- Monthly
- Weekly
- As a list
Items assigned to you by others appear automatically. Items you assign to others also appear in your calendar. Completed tasks are shown in green.
Administration users can also view the calendars of other staff members.
System Modules Overview
Evolution ERP is organised into modules, each accessible from the main menu on the left. Available modules depend on user permissions.
Purchasing
- Purchase requisitions
- Minimum bin management
- Purchase orders
- AP invoices (bills)
- Suppliers
Sales
- CRM
- Leads and opportunities
- Quotes and invoices
- Customer management
Accounting
- General ledger
- Chart of accounts
Projects
- Active projects
- Planned activities
- Schedules of works
- Picking slips
- Dispatches
- Defect management
Manufacturing
- Process summaries
- Manufacturing calendar
- Production orders
- Shop floor orders
- Processes and routings
Additional Modules
- Inventory
- Reports
- Asset register
- Contacts
- WHS and quality assurance forms
Managing Your Profile
User profile details can be updated using the profile icon in the top‑right corner of the screen.
- Update contact details
- Change email address
- Modify your email signature
- Configure notification preferences
Any changes must be saved before exiting the screen.
Logging Out and Switching Companies
To log out, click the Log Off button in the top‑right corner.
To switch between companies without logging out:
- Click the current company name
- Select another company you have access to
When finished, use the log out option to return to the login screen.
Training Video
The following video provides an overview of the Evolution ERP interface and navigation.