Administration Module

Administration Module

There are many functions performed by administrators of the system for managing security access to the system.  The administrator can create new Roles in the system deciding access to screens and Secure Features and manage individuals access.  At any time the administrator can see who is logged in and send messages using the Current Users Console.  There are Audit Trails across the system allowing administrators to view changes made including central searching of all changes to GL journals through GL Audit Explorer.  See Adding and Managing Users in the System.

The administrator uses Setting up new Companies (ABN's) in the system and can share information across your companies (ABN's) - such as items or customers - using Shared Entity features.

The administrator maintains system settings for:

• sales orders
  • Freight Zones, Delivery Zones, Sales Targets, Loyalty Audit settings,  Sales rep assignments, adding custom fields for capturing information, configuring Email Templates sent for customer events (like order confirmation etc), Relation Types (for external users such as customers, accountant, suppliers).
• Manufacturing
  
  • Rooms and equipment through Locations
  • QA Tests used during batches and cleans
• GL 
  • GL control accounts through Maintain GL Control
  • Bank Accounts
• Stock control
  • Perishable items and Expiry date behaviour
  • Sell rate days to use in calculations
  • See Administration Menu and General Admin Menu.
• General settings
  • Lookups for key fields and added fields (see Adding New Fields to the system)
  • Symbols Config for key system settings

see Administration Menu and General Admin Menu for details