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Module Guide: Product Category Module Location Settings > Inventory > Product Category Internal System Name: MaterialType Module Purpose The Product Category (MaterialType) module serves as the most fundamental master data for creating the primary classif...

Module Guide: Size Module Location Settings > Inventory > Size Module Purpose The Size module serves as master data to define all the size variants available for products in inventory. The goal is to standardize size attributes (e.g., 0.5 M, 1.5 M, 10 M, S...

Module Guide: Leather Type Module Location Settings > Inventory > Leather Type Module Purpose The Leather Type module serves as the primary data center (master data) for defining and managing all types of leather used in production or as product components...

Module Guide: Item Option Module Location Settings > Inventory > Item Option Module Purpose The Item Option module serves as master data to manage various options or additional attributes that can be applied to a product. Its purpose is to standardize spec...

Module Guide: Unit Measure Group Module Location Settings > Inventory > Unit Measure Group Module Purpose The Unit Measure Group module functions to group various units of measure available in the system. The goal is to create standard categories for diffe...

Module Guide: Unit of Measure Module Location Settings > Inventory > Unit of Measure Module Purpose The Unit of Measure module serves as master data to define all units used to measure item quantities within the system. Its purpose is to standardize units ...

Module Guide: Unit of Measure Conversion Module Location Settings > Inventory > Unit of Measure Conversion Module Purpose The Unit of Measure Conversion module is used to define the mathematical relationship between two different units of measure. The goal...

Module Guide: Color Module Location Settings > Inventory > Color Module Purpose The Color module serves as master data to define all available color variants for products, raw materials, or other components in inventory. The goal is to standardize color at...

Module Guide: Size Module Location Settings > Inventory > Size Module Purpose The Size module serves as master data to define all available size variants for products in inventory. The goal is to standardize size attributes (e.g., 0.5 M, 1.5 M, S, M, L) so...

Module Guide: Dimension Module Location Settings > Inventory > Dimension Module Purpose The Dimension module functions to combine several separate attributes—namely Color, Size, and Configuration—into a single, unique variant entity. The purpose is to crea...

Module Guide: Item Dimension (Item/Service Dimension) Module Location Settings > Inventory > Item Dimension Module Purpose The Item Dimension module is the final module in the inventory setup series, which serves to assign or link the dimension combination...

Module Guide: Sales Stage Module Location Settings > CRM > Sales Stage Module Purpose The Sales Stage module is used to define and standardize the steps or stages that make up the company's sales cycle (sales pipeline). The purpose is to create a structure...

Module Guide: Activity Type Module Location Settings > CRM > Activity Type Module Purpose The Activity Type module is used to define and categorize the types of activities performed by the sales team when interacting with prospects or customers. The purpos...

Module Guide: Activity Status Module Location Settings > CRM > Activity Status Module Purpose The Activity Status module is used to define the result or final state of an activity recorded in the CRM. Its purpose is to standardize status options (e.g., Pla...

Module Guide: Activity Priority Module Location Settings > CRM > Activity Priority Module Purpose The Activity Priority module is used to define the level of importance or urgency of an activity within the CRM. The goal is to standardize priority levels (e...

Module Guide: CRM Alert Settings Module Location Settings > CRM > CRM Alert Settings Module Purpose This module serves as the central configuration page for all automatic notifications and alerts related to activities within the CRM. Its purpose is to set ...

Module Guide: Sales Period Module Location Settings > CRM > Sales Period Module Purpose The Sales Period module is used to define the time range or accounting period for reporting, analysis, and sales target setting. The goal is to create structured time s...

Module Guide: Complaint Category Module Location Settings > CRM > Complaint Category Module Purpose The Complaint Category module is used to create and manage a standard list of complaint types received from customers. Its purpose is to classify each incom...

Module Guide: LC Purchase Steps Module Location Settings > Purchase > LC Purchase Steps Module Purpose The LC Purchase Steps module is used to define and standardize the stages (milestones) that must be passed in a purchasing process that uses a Letter of ...

Module Guide: LC Document Checklist Module Location Settings > Purchase > LC Document Checklist Module Purpose The LC Document Checklist module is used to create master data for all documents required in the purchasing process using a Letter of Credit (LC)...