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Quick Start — Advanced APS
Advanced Planning & Scheduling for Perfex CRM — work centers, MRP, Gantt, capacity planning & analytics
5-minute Quick Start
Follow this short path the first time you use Advanced APS:
- Activate — Setup → Modules → activate Advanced APS (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Advanced APS → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Screens map — what each menu is for
These are the admin screens registered by Advanced APS. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | APS Dashboard | admin/advanced_aps | How to use |
| 2 | Work Centers | admin/advanced_aps/advanced_aps_work_centers | How to use |
| 3 | Shifts | admin/advanced_aps/advanced_aps_shifts | How to use |
| 4 | Production Calendars | admin/advanced_aps/advanced_aps_calendars | How to use |
| 5 | Scheduling Rules | admin/advanced_aps/advanced_aps_scheduling_rules | How to use |
| 6 | Demand Forecasts | admin/advanced_aps/advanced_aps_forecasts | How to use |
| 7 | Master Production Schedule | admin/advanced_aps/advanced_aps_mps | How to use |
| 8 | MRP Runs | admin/advanced_aps/advanced_aps_mrp | How to use |
| 9 | Planned Orders | admin/advanced_aps/advanced_aps_planned_orders | How to use |
| 10 | Gantt Schedule | admin/advanced_aps/advanced_aps_gantt | How to use |
| 11 | Auto-Schedule | admin/advanced_aps/advanced_aps_scheduling | How to use |
| 12 | Capacity Load | admin/advanced_aps/advanced_aps_capacity | How to use |
| 13 | What-If Scenarios | admin/advanced_aps/advanced_aps_scenarios | How to use |
| 14 | Bottleneck Analysis | admin/advanced_aps/advanced_aps_bottleneck | How to use |
| 15 | Integration | admin/advanced_aps/advanced_aps_integration | How to use |
| 16 | API Keys | admin/advanced_aps/advanced_aps_api_keys | How to use |
| 17 | Analytics & KPIs | admin/advanced_aps/advanced_aps_analytics | How to use |
| 18 | APS Settings | admin/advanced_aps/advanced_aps_settings | How to use |
Related: How to Install · Features · FAQ & Tips