Getting Familiar with Setup Module

Setup Company/Organization Details #

Company Detail #

Opening Hours #

Accountant #

Social Networks #

Menu #

Menu Handlers #

Menu Editors #

Create New Menu #

Translation #

Search Translation Key or String #

Overwrite Translation String #

Default Values/Filters/Sorting #

Change Default Value/Filters/Sorting #

Widgets #

Alerts #

Security #

Miscellaneous #

Password #

Files (Upload) #

External/Internal Access #

Audit #

Default Permissions #

Limits and Accuracy #

PDF #

Email #

Outgoing Emails #

Outgoing Emails (for module EMailing/Ticket) #

Emails Sender Profiles #

Create New Email Sender Profile #

Emails Template #

Dictionaries #

Dictionaries would allow you to customize various part of myERP. For example is where the company has a customer/vendor that is from a foreign country then yours. With Dictionaries, you are able to add their respective currency for your convenience. 

Setup Currencies #

Setup Countries #

Setup Region #

Setup States/Provinces #

Setup Third-party Legal Entities #

Setup Third-party types #

Setup Number of Employee #

Setup Prospect Potential Level for Companies #

Setup Prospect Status for Companies #

Setup Social Networks #

Setup Honorific Titles #

Setup Contact/Address type #

Setup HRM – Public Holiday #

Setup Types of Activity Events #

Setup Lead Status for Project/Lead #

Setup Types of Social/Fiscal Tax #

Setup Types of Resource #

Setup Types of Leave #

Setup Expense Report – Types of Expense Report Lines #

Setup Expense Report – Transportation Categories #

Setup Expense Report – Range by Transportation Category #

Setup SST Rates or Sales Tax Rates #

Setup Amount of Tax Stamps #

Setup Payment Terms #

Setup Payment Modes #

Setup Source of Quotations #

Setup Ordering Methods #

Setup Shipping Methods #

Setup Delivery Delay #

Setup Paper Format #

Setup Measuring Units #

Setup Nature of Product #

Setup Incoterms #

Setup Ticket – Types #

Setup Ticket – Severities #

Setup Ticket – Groups #

Setup Ticket – Resolution #