Administration
Contents
ADMINISTRATION
1. Addresses
Used to manage all address records in the system. This could include:
Company or branch office locations.
Customer or supplier addresses.
Addresses used for billing, shipping, or reporting.
Likely includes fields like country, city, ZIP/postal code, street, etc.
2. Administrator
This section is for managing system administrators. Likely functionalities:
Create, edit, or delete administrator accounts.
Assign high-level permissions.
Monitor admin activity logs.
Configure security settings like 2FA (two-factor authentication).
3. Customers
Customer data management module. Common features include:
Registering new customers with contact details.
Viewing purchase or interaction history.
Categorizing customers by industry, region, or size.
Associating customers with orders, invoices, or support cases.
4. Mail Template
This section is for creating and editing email templates used by the system for automated communication. Examples:
Order confirmations.
Appointment or delivery reminders.
Welcome emails, password reset emails.
Templates typically include dynamic fields like name, date, order number, etc.
5. Modules
This refers to functional components of the system. Likely functions:
Enable or disable specific modules (e.g., inventory, CRM, invoicing).
Add or configure third-party integrations or internal features.
Manage module settings, visibility, or availability.
Install updates or add-ons.
6. Part Inspection Types
Used primarily in manufacturing or quality control environments. This section manages:
Types of inspections (visual, functional, dimensional, etc.).
Acceptance/rejection criteria for parts.
Documentation or checklist templates for each inspection type.
Possibly linked to production or maintenance workflows.
7. Period
Related to time periods or reporting cycles. Likely includes:
Defining fiscal, production, or operational periods.
Associating activities (like worked hours, production runs) to specific periods.
Filtering reports or payroll data by period (monthly, weekly, quarterly).
Closing or archiving time periods.
8. Reporting
A critical section for analytics and decision-making. Features typically include:
Generating operational, financial, or HR reports.
Customizing filters (by date, department, user, etc.).
Exporting reports in formats like PDF, Excel, or CSV.
Automated or scheduled report generation.
9. Roles
Used to define user access levels and responsibilities. Examples of roles:
Admin: Full system access.
Supervisor: Limited to specific modules or sections.
Operator: Can only perform assigned tasks.
Auditor: Read-only access.
Each role defines what users can and cannot do (view, edit, delete, export, etc.).
10. Sections
Likely refers to departments or organizational units. This may include:
Defining company departments (e.g., Production, QA, Logistics, HR).
Assigning users, tasks, or modules to specific sections.
Reporting by section to track productivity or performance.
Controlling access based on section membership.
11. Suppliers
Manages information about external vendors or suppliers. Features include:
Registering supplier contact details and tax IDs.
Tracking purchase orders and delivery performance.
Evaluating supplier quality and reliability.
Linking suppliers to products, parts, or materials.
12. Users
Comprehensive user account management. Functions:
Create and manage user accounts.
Assign roles, sections, and permissions.
Lock, deactivate, or delete users.
Track user login history and activity.
13. Worked Hours
Tracks and manages employee working hours. This module may include:
Logging start and end times for shifts.
Calculating total hours, overtime, or breaks.
Associating time with projects, cost centers, or sections.
Exporting time logs for payroll or reporting.
