Enrollment Guide

Signing up for Sherta ERP - for new customers: how to open your account from the pricing page, sign in for the first time, and reset a forgotten password.

Before you start you need: your company name, a work email address you can open, a UAE mobile number, and a password of at least 8 characters.

The whole sign-up takes about two minutes. Your ERP is built automatically while you wait - nobody needs to approve it.

1. Choose a plan
2. Enter your details
3. Confirm where your data is held
4. Paid plans: payment
5. Your system is set up
6. Sign in for the first time
7. Forgot your password?
8. Your ERP
9. UAE e-invoicing portal
10. Messages and what to do

1Choose a plan

Open shertatech.com/pricing and stay on the CRM / ERP tab. All three choices are on the same row - work through them in order:

Tick UAE Server if you need it (see Do I need the UAE Server? below). A green UAE hosting selected note appears and the prices update to include UAE hosting.
Choose Monthly or Yearly billing.
Click Sign up now under your plan - in this guide, Enterprise.

The three choices, in order. Free has no time limit; paid plans include a 14-day trial.

Do I need the UAE Server? It depends on how your invoices will reach the ASP:

How you send invoices	Where your ERP can be hosted
Your ERP is connected directly to the ASP (direct integration)	Inside the UAE only – tick UAE Server.
You upload your invoices to the ASP’s e-invoicing portal (Excel upload)	Anywhere – UAE Server is not needed.

ASP means Accredited Service Provider: a company approved by the UAE Ministry of Finance to send and receive e-invoices for businesses.

2Enter your details

The Create your account page shows the plan, billing cycle and hosting you picked on the left (here Enterprise, Monthly, UAE hosting), and the form on the right. Fill in the fields in order, then click Continue to payment (Create my free account on the Free plan).

The sign-up form, Enterprise plan with UAE hosting.

Field	What to enter
Company name	Your company's name as you want it to appear in the ERP.
Work email	A real address you can open. This becomes your sign-in name, and password reset links are sent to it. Each email can hold only one account.
Mobile number (UAE)	The 9 digits after +971, for example `501234567`.
Password / Confirm password	At least 8 characters, typed the same in both boxes. Passwords are case-sensitive.

If something is not right, a red message appears at the top of the form and nothing is created - correct it and continue.

Example: a password shorter than 8 characters is refused before anything is created.

3Confirm where your data is held

With UAE Server ticked you can skip this step. It only appears if you did not choose UAE hosting: a yellow FTA data residency notice explains that your ERP data will be held outside the UAE. To continue:

Read the notice.
Tick I have read and understood the above...
Type your full name to sign it.
Click Create my free account (or Continue on a paid plan).

The data residency acknowledgement. It is not shown if you chose UAE hosting.

Note: your e-invoicing data is always held in the UAE, whichever hosting you choose. The notice is about your CRM/ERP data only.

4Paid plans: payment

On a paid plan you are taken to the payment page next. The Free plan skips this step.

Enter the card details and click <b>Authorize & pay</b>. Your plan and amount are shown on the left.

Enter the card details and click Authorize & pay. Your plan and amount are shown on the left.

Note: the payment page may change when our online payment provider goes live. Once payment is complete the steps below are the same for every plan.

5Your system is set up

A Setting up your system screen appears while your ERP is built. It takes about a minute. Do not close or refresh the page.

Your own ERP database and application are created during this minute.

When it finishes you are taken straight to your ERP's sign-in page. Bookmark it - it is the address you will use every day.

6Sign in for the first time

Your sign-in page depends on where your ERP is hosted:

Hosting	Sign-in page
Outside the UAE	apps01.shertatech.com/login.php
UAE Server	apps001uae.shertatech.com/login.php

In Username, enter the work email you signed up with (capital letters do not matter).
In Password, enter your password. The eye icon shows what you typed.
Tick Remember Me for 1 week only on your own computer.
Click Login.

Sign-in page (outside the UAE).

Sign-in page (UAE Server).

"Invalid Login"? Check the email is the one you signed up with, the password's capital letters, and that you are on the right sign-in page for your hosting. If you still cannot get in, reset your password (next step).

7Forgot your password?

On your sign-in page click Forgot Password?
Enter your registered email address and click Email me a reset link.

The Forgot Password box on the sign-in page.

A confirmation appears. Open your email and look for "Reset your Sherta ERP password" (check spam or junk too).

The same message appears whether or not the email has an account - this protects your privacy.

Click Set a new password in the email.
Type your new password twice (at least 8 characters) and click Change my password.
Go back to your sign-in page and sign in with the new password.

The page the email link opens.

Good to know
Link lifetime	The link works for 15 minutes and only once.
More than one email	Only the newest link works - asking again cancels the earlier one.
No email arrived	Check spam, wait a minute and ask again. If it still does not arrive, the address may not be the one you signed up with - contact support.

8Your ERP

After signing in you land on your ERP's home dashboard. The menu along the top gives you every module in your plan; the Help button on each screen opens the guide for that screen.

The ERP home dashboard (example company). A new account starts empty - the tiles and KPIs fill in as you add customers, suppliers, quotations and invoices.

Where	What it is
Top bar	Your company and location on the left; Help, your user name and today's date on the right.
Menu	Every module in your plan - Masters, Sales, Procurement, Inventory, GL, AR, AP, HR and more. Start with Masters to add your customers, suppliers and products.
Tiles	Live counts - customers, suppliers, employees, quotations, sales orders and invoices. More info opens the list.
KPI panels	Month, quarter and year-to-date figures compared with the previous period. Pick a date and click Update.

First steps: start with Masters to set up your customers, suppliers and products. Sys. Admin holds the system settings. Each screen's Help button walks you through it.

9UAE e-invoicing portal

E-invoicing is opened separately from the ERP plans, and always runs on UAE-resident servers. For every screen inside the portal - the questions, document upload and quotation - see the E-Invoicing Portal Guide.

On shertatech.com/pricing open the E-Invoice UAE tab.
Choose when the mandate reaches you (or Not sure yet).
Enter your company name and work email (required), and optionally your name and mobile.
Click Open my portal. You are taken to your portal straight away.

The e-invoicing form on the pricing page.

Afterwards, sign in at einvoiceuae.shertatech.com. It has its own Forgot your password? link.

The e-invoicing portal sign-in page.

10Messages and what to do

Message	What to do
Minimum password size is 8 characters.	Choose a longer password.
The two passwords do not match.	Type the same password in both boxes.
Please enter a 9-digit UAE mobile number	Enter only the 9 digits after +971, no spaces or leading 0.
Please enter a valid email address.	Check the address, e.g. `name@company.com`.
... is already registered.	You already have an account. Use the Sign in link shown, or Forgot Password? there.
Please confirm you have read the FTA data residency notice.	Tick the box in the yellow notice.
Please type your full name to sign...	Type your full name (at least 3 characters) under the notice.
Invalid Login	See step 6, or reset your password (step 7).
This reset link has expired / already been used	Ask for a new link from Forgot Password?

Sherta Technology Services - sales@shertatech.com - +971 2 555 8686. Screens shown as of October 2026.