Tenant
Tenant is the highest level of an independent business entity. Each Tenant will have one or more Organizations reporting to it.
Organization Type
Organization Type allows you to categorize your organizations for reporting purposes.
Organization
The Organization allows you to define and maintain Organizational entities. An Organization is often a legal entity or sub-unit for which documents and transactions are processed.
Warehouse & Locators
The Warehouse defines each Warehouse that is used to store products. If a Source warehouse is selected, all product replenishment is from that warehouse. Provision to classify Warehouse Type as ‘Available for Sales’, Hold’, ‘Quarantine’, ‘InTransit’, ‘Suspense’, ‘Return’,’Damage’
Country, Provinces, and City
The Countries, Regions (Province) and Cities define the different entities that can be used in any address field. It defines the format of the address as well as associating Sub-Regions with Countries and Cities with Regions (Province) or Countries.
General Config
New Screen to capture the to be configured values used in the system. New configurations can also be added to this screen.
Ex. Max Invoice lines config – If the invoice lines reach the Max lines then an invoice will be split
Document Sequence
The Document Sequence allows you to define the sequencing or numbering to be used for each document used in the system. You can use a unique numbering sequence for each document type and can use alpha suffixes and prefixes if desired. Autorun to reset Monthly Document Sequence every month beginning.
Document Type
Document Types define the parameters, controls, and processing rules for transactional documents as well as the name to be printed on the document, the sequencing to use and the number of copies to print.
Print Form
To define the documents you use for this Client/Organization. Note that the check format is defined in the Bank (Account) Window. The highest priority has the Print Format; you define on a Document Type (example specific Export Invoice format). The next level is the set of Print Formats you defined for the organization of the document printed. The default is the set of Print Formats defines for all organizations of the Client (Organization=*).
Print Format
The print format determines how data is rendered for print. It helps to specify the display order sequence and sort order sequence. Item in the print format is used to maintaining layout information.
Payment Threshold
This SR is used to maintain the detail threshold based on the payment amount. The threshold is not the same for all the branches. In the Payment approval process, there is a different approver for different threshold and the payment file should be extracted and sent to the specific approver. So in this SR is used to identify the threshold of each approver.
Manage Territory
This SR is used to manage Territory details for all the regions. The territory is the Supervisor salesman under whom there will be more than one salesman assigned.
Import Area Territory
This SR is used to import the Area, Territory details in Region, Area, and Territory Mapping screen. User uploads CSV file into the system and the necessary area, territory details updated in Region, Area and Territory Mapping screen.
Manage Region, Area and Territory Mapping
This SR is used to map the Area and Territory details for all the regions. this SR(screen ) contains three tabs.
1. Organization (read-only)
2. Area Mapping
3. Territory Mapping
The area is used to maintain the Area details and each region can have one or more areas. The territory is used to maintain the Territory details and each area can have one or more territories. The territory is the person who is used to supervise a set of bricks or salesmen for the specific area in the region. Each territory is associated with an area and region.
