[docs] added docs for setup module

This commit is contained in:
Rushabh Mehta 2013-06-11 12:36:04 +05:30
parent 0ab1bdf94e
commit 64cf7932e8
33 changed files with 33 additions and 0 deletions

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Tool to define Authorization Rules (limits above which only specified roles have right to Submit).

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Rule to define limits on transactions, above which only specified Role can Submit.

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Settings to manage automated backups to third party tools like Dropbox and Google Drive.

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Brand of an Item.

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Company against which all transactions are made. This is not the Customer or Supplier, this is the company that is the host of the system. Multiple companies can be created as host companies with each user having a different right.

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[To deprecate] Common scripts for Contacts.

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Country Master.

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Currency Master with details about abbreviation, symbol etc.

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Customer classification (tree).

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Details of automated daily, weekly, monthly digests sent to users.

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Settings for outgoing emails (SMTP), Support Ticket (POP).

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Settings for enabling / disabling certain features that will result in smaller forms.

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Global defaults and settings for various modules.

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Item classification (tree).

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Settings to extract job applications via email (POP).

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Tool to set numbering (naming) series for various DocTypes.

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Tool to automatically prompt sending of Email on Submission of various records.

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Item Price List master. Price Lists can be defined per Country, Currency.

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Countries where parent Price List is valid.

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Custom title for print main heading. e.g. "Pro Forma Invoice"

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Reason master for losing quotations.

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Settings for creating new Communication, Leads from sales inbox like "sales@example.com" via POP3.

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Partner / dealer / distributor who sells products (maybe for commission) and for whom targets can be set.

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Sales User for whom sales targets can be set.

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Account setup utility on first login.

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SMS query parameter for SMS Settings.

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Settings for automatically sending SMS from the system.

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Supplier classification.

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Target set for Sales Person, Territory or Sales Partner.

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Order / Contract terms that can be attached to any sale or purchase transaction.

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Territory against with any sale can be tagged and targets can be set.

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Unit of Measure (UoM) of an Item.

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Warehouse classification.