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Quick Start — MES Integration Layer
Manufacturing Execution System integration layer for Perfex CRM — endpoints, event catalog, sync log, and manufacturing hooks
5-minute Quick Start
Follow this short path the first time you use MES Integration Layer:
- Activate — Setup → Modules → activate MES Integration Layer (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open MES Integration Layer → 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 MES Integration Layer. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Integration Dashboard | admin/mes | How to use |
| 2 | MES Endpoints | admin/mes/mes_endpoints | How to use |
| 3 | Integration Events | admin/mes/mes_events | How to use |
| 4 | Event Routing | admin/mes/mes_event_routes | How to use |
| 5 | Field Mappings | admin/mes/mes_field_mappings | How to use |
| 6 | Outbound Webhooks | admin/mes/mes_webhooks | How to use |
| 7 | Integration Reports | admin/mes/mes_reports | How to use |
| 8 | API Keys | admin/mes/mes_api_keys | How to use |
| 9 | Settings | admin/mes/mes_settings | How to use |
Related: How to Install · Features · FAQ & Tips