The Administration Module is the central nervous system of the ERP. It provides the tools necessary to configure the system’s global framework, automate background processes, and maintain data integrity across all business units and all modules.
- Org Chart: Create your legal entities and link departments, and change company logo.
- Locations: Map physical addresses for inventory logic.
- Fiscal Years: Define your current and upcoming accounting periods.
- Currencies: Set your base currency and update initial exchange rates.
¶ Data & Logic Standardization
- Auto Numbers: Set prefixes and starting sequences for invoices, POs, and employee IDs.
- List of Values (LOVs): Populate essential dropdowns (e.g., Lead Sources, Customer Industries).
- System Settings: Set global defaults like allowed file extensions, allow file max size.
¶ Communication & Branding
- Message Templates: Upload your company logo and format automated email footers.
- Translations: Verify that field labels are correct for your users' primary languages.
- System Jobs: Confirm that background tasks (like backups or notifications) are scheduled.
- Areas: Geographical areas like countries, provinces, cities, etc.
- Data Logs: Ensure audit logging is enabled for high-security fields.
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