User Manual: System Settings (Core Configuration)

The Settings Module is the foundational core of the CRM. It governs system-wide behaviors, security protocols, financial rules, and data standards. Proper configuration here ensures consistency across all other modules like Training and Purchase.

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Country

• Purpose: Maintains the master geographic database for the entire CRM.
• Key Functions: Stores country names, codes, and regional data.
• Impact: This data is used for system-wide geographic configurations, such as setting up tax regions or shipping zones.

Users Information

• Purpose: Serves as the primary directory for all personnel with system access.
• Key Functions: Stores complete user profiles, including contact details and identification.
• Impact: It is the central hub for managing logins and maintaining updated user records.

Module & Forms Registration

• Purpose: Acts as the registry for every functional component of the ERP.
• Key Functions: Registers all system modules and individual forms.
• Impact: Controls the visibility and availability of specific features across the platform.

Roles

• Purpose: Establishes the organizational structure within the system.
• Key Functions: Defines specific job roles and their corresponding responsibilities.
• Impact: Used to structure permission groups so that access is granted based on job function.

Users Role Rights

• Purpose: The granular security gatekeeper for the CRM.
• Key Functions: Assigns specific “rights” (view, edit, delete, or create) to each defined role.
• Impact: Controls exactly what actions a user can perform once they are logged in.

Document Work Flow

• Purpose: Automates and monitors the path of internal documents.
• Key Functions: Manages the sequential approval flow for documents.
• Impact: Ensures that every process is controlled, authorized, and fully trackable for audit purposes.

Price

• Purpose: The foundational database for product and service costs.
• Key Functions: Stores the base prices for all items in the system.
• Impact: Acts as the “source of truth” for all pricing calculations in sales and purchases.

Customer Price

• Purpose: Manages specialized pricing for specific clients.
• Key Functions: Handles negotiated rates and customer-specific price lists.
• Impact: Allows the system to automatically apply the correct, non-standard rate during a transaction.

Terms And Conditions

• Purpose: Maintains the legal and procedural framework for transactions.
• Key Functions: Stores and manages T&C templates.
• Impact: These are applied automatically during transactions to ensure consistent legal compliance.

Discount

• Purpose: Regulates standard price reductions.
• Key Functions: Handles predefined discount rules and percentage values.
• Impact: Automatically applies valid discounts to transactions based on set criteria.

Risk Assessment

• Purpose: Evaluates the safety and viability of business actions.
• Key Functions: Stores and analyzes various risk factors.
• Impact: Used for approval triggers and ensuring compliance with company risk policies.

Sum Discount

• Purpose: Handles manual, high-level price adjustments.
• Key Functions: Manages one-time bulk discount entries.
• Impact: Specifically applied to selected orders or customers when standard discount rules don’t apply.

List Of Values

• Purpose: Standardizes data entry across all modules.
• Key Functions: Maintains the values used in all system-wide dropdown menus.
• Impact: Ensures data consistency, which is critical for accurate reporting and searching.

Date Validation Rules

• Purpose: Ensures chronological accuracy within the system.
• Key Functions: Sets logic for date-related entries.
• Impact: Prevents users from entering impossible dates (e.g., a delivery date before an order date).

Voucher No. Rules

• Purpose: Standardizes financial record keeping.
• Key Functions: Defines specific rules for how vouchers are numbered.
• Impact: Controls the sequence and pattern generation for all financial vouchers.

Grade

• Purpose: Provides a classification system for evaluations.
• Key Functions: Defines different grading levels or categories.
• Impact: Used across the system for ranking, evaluation, or performance classification.

Feedback Criteria

• Purpose: Sets the standard for measuring quality.
• Key Functions: Maintains parameters used to record and evaluate performance.
• Impact: Allows for measurable and standardized feedback on users or internal processes.

Asset and Inventory Management

• Purpose: Bridges the gap between procurement and resource tracking.
• Key Functions: Manages the planning and procuring of materials.
• Impact: Covers the entire lifecycle of assets, from supplier selection to purchasing.

Report Formatting List

• Purpose: Standardizes the look and feel of all system outputs.
• Key Functions: Defines layout, display styles, and presentation rules for reports.
• Impact: Ensures that all generated documents (invoices, summaries) are professional and consistent.

Document Sequence

• Purpose: Ensures every transaction has a unique identity.
• Key Functions: Sets automatic numbering for documents like invoices and orders.
• Impact: Guarantees that each document is unique and easily trackable within the database.