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Introduction
Introduction
Welcome
Welcome to your guide towards configuring and setting up the MasterSales CRM Application to boster your sales process.
Configuration of MasterSales CRM Application
This section of the manual guides you through the configuration process of MasterSales CRM Application.
By following its steps, you'll be able to personalize it according to your needs.
Not only would you be able to alter existing settings but also you'll be able to update the templates and create new functionalities.
This Manual will guide you throu the required steps such as filling all required data. To enabel you to use the application.
Please note, this application consists of multiple apps enabling smooth switches between them as per your requirements.
System Requirements
Minimum System Requirements for MasterSales CRM
Step 1: Check your CPU
Check if your CPU meets or exceeds the minimum requirement. For MasterSales, the minimum CPU required is a Core i5 or equivalent processing power.
Step 2: Examine the GPU
Ensure that your GPU can handle the software requirements. A minimum GPU such as Intel HD Graphics 5000 or equivalent is necessary for MasterSales.
<img src="gpu_example.jpg">Checking GPU Specs</img>
Step 3: Ensure Sufficient RAM
Verify if you have sufficient RAM. For optimal software function, at least 8GB of RAM is required.
Current RAM: 8GB
Minimum Required: 8GB
Step 4: Verify Windows Version
Confirm that your Windows version is compatible with MasterSales. The software is compatible with Windows 10 and newer versions.
Current Windows Version: Windows 10
Minimum Required: Windows 10
Basic Setup
Configure your main SMTP
Adding a General SMTP
Step 1: Open System Settings
Navigate to the App: System Settings
Step 2: Navigate to Mail SMTP
From the menu, select System > General > Mail Smtp.
You are now in the multi-result mode. Double click on a listed item to select one and then click read, add, delete, or edit the record.
Step 3: Input SMTP Server Details
If you are adding or editing an SMTP server, you will be brought to a page with the following fields:
- SMTP Server Name
- MailServer (URL or Server)
- MailPort (The port to the SMTP server)
- EnableSSL (Check if you want to use EnableSSL)
- Username
- Password
- General Sender Name
- Priority
Step 4: Enter SMTP Server Data
Enter the required data into the fields.
Step 5: Save Changes
Click the save button to store your changes.
Configure an IP-Range to limit acces to your Sytem
IP Filter Management
To enhance the security of your data you can limit the acces to your system to specific IP addresses or ranges of it.
Step 1: Open Control Panel App
Open the Control Panel on your interface. This is where you can manage and adjust the IP Filter settings of your system.
Step 2: Navigate to IP Filter Settings
Within the Control Panel, navigate to the menu. Select System > IP Filter. Please note, a misconfiguration could result in loss of system access. By default, every IP can access the system with the default value set to 0:0:0:0/0 upon its delivery.
If you wish to allow access to the system exclusively from within your company, you can update the entry here.
Step 3: Blocking and Allowing IP Addresses
You can either block an IP address or allow it. If ISVALID is set to true, the IP address is allowed. If set to false, the IP address is blocked.
IP addresses can be entered in multiple ways, such as:
- Single Host or Public IP Option: for example, 192.168.1.111
- IP subnet/mask: 192.168.1.0/24, 192.168.0.0/16, 192.0.0.0/8, 0.0.0.0/0
General Definitions
Title
Add a Title
Step 1: Open System Settings
Navigate to the App: System Settings on your interface. This is where the overall system settings for your application can be viewed and adjusted.
Step 2: Navigate to Title Settings
Within System Settings, navigate to the menu. Select System > General > Title. You will be taken to a multi-result mode where several titles are listed.
Double click on the list to select a title. You will see options to read, add, delete, or edit the record.
Step 3: Add or Edit Title
If you choose to edit or add a title, click on it. You will be taken to a single result interface which contains fields to input your desired data.
The fields include:
- Code: This is a unique text field. Every new title requires a different code.
- Name: This is a multilanguage field. Click on the icon with red lines. A pop-up will open, allowing you to fill or edit the name in all languages.
Step 4: Save Your Changes
After your desired data has been inputted, click 'Save' to apply the changes.
Gender
Add a Gender to Your System
Step 1: Open System Settings Menu
Navigate to the App and select: System Settings.
Step 2: Navigate to Gender Settings
From the menu, select System > General > Gender. You will now be in multi-result mode. You can double-click on the list to select a record, then read, add, delete, or edit the record.
Step 3: Create or Edit a Gender Record
When creating or editing a gender, you will be taken to a single result view. This view will have two fields:
- Code: A unique text field.
- Name: A multi-language field. Click on the icon marked with red lines, a popup will open where you can fill or edit all the languages.
Step 4: Save The Gender Record
After filling in your desired data, remember to click Save to ensure your changes are stored.
Country
Add a County
Step 1: Open the System Setting App
From your application dashboard, find and open the "System Setting" application.
Step 2: Navigate to the County Section
From the System Setting App menu, navigate to System > General > County. This will open the County management interface where you can see all existing records.
Step 3: Select a County
In the multiresult mode, you can double-click a county from the list to select it. Here you can read, delete, or edit its details.
Step 4: Edit or Add County Details
Once you have selected a county, you will enter the single result mode. Here you will see the following fields to edit or add:
- Code: a unique text field
- Name: a multilanguage field. By clicking on the language icon, a popup will open where you can fill or edit all languages.
- Phone Prefix
- Mainland Id
- Areas
Fill in the necessary data in the respective fields.
Step 5: Save the Changes
After editing or adding the county details, click on the "Save" button to implement the changes.
County
Adding a County
Step 1: Open the System Setting App
From your application dashboard, find and open the "System Setting" application.
Step 2: Navigate to the County Section
From the System Setting App menu, navigate to System > General > County. This will open the County management interface where you can see all existing records.
Step 3: Select a County
In the multiresult mode, you can double-click a county from the list to select it. Here you can read, delete, or edit its details.
Step 4: Edit or Add County Details
Once you have selected a county, you will enter the single result mode. Here you will see the following fields to edit or add:
- Code: a unique text field
- Name: a multilanguage field. By clicking on the language icon, a popup will open where you can fill or edit all languages.
- Phone Prefix
- Mainland Id
- Areas
Fill in the necessary data in the respective fields.
Step 5: Save the Changes
After editing or adding the county details, click on the "Save" button to implement the changes.
States
Add a State
Step 1: Open System Settings
Open your application and navigate to the System Settings app.
Step 2: Navigate to the State Setting
From the System menu, select General > State.
You are now in the multiresult mode, where you can double-click on the list to select an item, then click read, add, delete or edit the record.
Step 3: Add or Edit a State
Click on add or edit an existing record. You will be directed to the single result view which contains the following fields:
- Code: A unique text field.
- Name: A multilanguage field. By clicking on the icon with the red lines a popup will open, and you can fill or edit all languages.
- Country Dropdown: A dropdown to select the respective country of the state.
- Phone Prefix: A field to input the phone prefix.
- Population: A field to input the population.
- Geographic Polygon: A field to input the geographic polygon data.
Step 4: Insert Desired Data
Fill in the required fields with the necessary and accurate information.
Step 5: Save the Changes
After filling in all the necessary information, click on the 'Save' button to apply the changes.
Currencies
Add a New Currency
Step 1: Open the System Settings App
Open the system settings application from your available apps menu. This is where you can add or adjust different system parameters, including currencies.
Step 2: Navigate to the Currency Settings
Navigate by going to the Menu and then choosing System > General > Currency. This will take you to the page where you can manage multiple currency options.
Step 3: Choose a Mode
You are now in the multi-result mode. Here, you can browse through the list of existing currencies or add a new one. Select the currency you wish to edit, or click "Add" to create a new currency.
Step 4: Input Currency Information
On the single-result page, you will find various fields to fill in:
- Code: A unique text field for the currency code.
- Currency Name: A field for the full name of the currency. This is a multi-language field. By clicking on the icon with red lines, a popup will open and you can add or edit the name in all supported languages.
- Currency Short Name: A field for the short name of the currency. This is a multi-language field. By clicking on the icon with red lines, a popup will open and you can add or edit the short name in all supported languages.
- Currency Symbol: A field for the symbol usually used for this currency (example: $ for Dollar, € for Euro, etc.)
Step 5: Save your Changes
After inputting your desired data, click on the "Save" button to make sure your changes are stored. Congratulations, you have now added or edited a currency in your system.
Exchange rate Lists
Add an Exchange Rate List
Step 1: Open System Settings
Start the process by opening the App: System Settings.
Step 2: Navigate to Exchange Rate List
Go to the menu and select System > General > Exchange Rate List. In this view, you will see a list of currency exchange rates. You can double-click on a list to select one, and then decide whether you want to read more about it, add, delete, or modify the selected record.
Step 3: Add or Edit Exchange Rate
Once you choose to add or edit an exchange rate, you'll be brought to a single result view. This view contains several fields:
- Code: A unique text field.
- Currency Name: A multi-language field. By clicking the red-lines icon, a pop-up window will appear for you to fill or edit language data. This field represents the main currency of the list.
- Currency Selector: A dropdown field for selecting the desired currency.
Step 4: Save the Changes
Make sure to click the "Save" button to keep all the changes that you've made.
Step 5: Add Exchange Rates to Record
In the read mode, you can add daily exchange rates to the record in the lower section of the screen. Click the "+" button or use the inline edit feature to update or add the currency exchange rates.
Step 6: Save the Changes
Lastly, click on the "Save" button to store the results of the added or modified currency exchange rates.
Shippingclass
Add Shipping Cost Types
Step 1: Open App System Settings
Navigate to the App: System Settings.
Step 2: Navigate to Shipping Cost Type Section
From the menu, select System > General > Shipping Cost Type. This will allow you to access the area where you can manage shipping cost types.
Step 3: Select a Record
You are now in multi-result mode. Double click on the list to select a record. You can then read, add, delete, or edit the record as needed.
Step 4: Edit/Add a Record
If you choose to edit or add a record, clicking it will take you to single result view which contains the following fields:
- Name: A multilingual field. By clicking on the icon with red lines, a pop-up will open where you can fill or edit all languages.
- Formula: to calculate the freight cost
Step 5: Enter the Desired Data
Enter the desired data into the fields. Make sure the information matches the shipping cost type you are adding or editing.
Step 6: Save Your Changes
Click 'Save' to preserve your changes. Your new or updated shipping cost type should now appear in the system.
Shipping cost types
Add a Shipping Cost Type
Step 1: Open System Settings
Open the Application and navigate to system settings.
Step 2: Access Shipping Cost Type
From the menu, select System > General > Shipping cost type.
You are now in multiresult mode. Here, you can double click on any item in the list to select it and perform actions such as read, add, delete, or edit the record.
Step 3: Add/Edit Shipping Cost Type
To edit or add a new shipping cost type, click on the record. This will take you to the single result view which contains the following fields:
- Name: This is a multilanguage field. By clicking on the icon with red lines, a popup will open where you can fill or edit in all languages.
- Formula: This field is used for the calculation of the shipping cost.
Step 4: Enter Data
Fill in the desired information in the Name and Formula fields.
Step 5: Save
When all necessary data has been entered, press save to finalize the creation or editing of the shipping cost type.
Shipping Rules
Add Shipping Cost Rules
Step 1: Open System Setting App
Go to the App labeled: System Setting. This will direct you to the primary navigation menu.
Step 2: Navigate to Shipping Rules
In the navigation menu, go to System > General > Shipping rules.
You will enter the multi-result mode where you can either add a new rule or edit an existing one. Double-click on a rule to select it.
Step 3: Add or Edit Shipping Records
Click on either 'Add' or 'Edit' to start the process of customizing a shipping rule. This will direct you to the single result page, which contains the following fields:
- Shipping Name: A multi-language field. Click on the icon with red lines to open a popup where you can fill or edit all languages.
- Country Select
- State Select
- County Select
- ZIP code
- Shipping class
- Tax class
- Value
- Shipping cost type Select
- Minimum Value
- Maximum Value
- Minimum Order Value
- Default Checkbox
- ShppingMethod Select
- Return Checkbox
Step 4: Insert Required Data
Fill in the necessary data for each of the fields listed in the previous step.
Step 5: Save Changes
Once you've filled in all the necessary details, click on the 'Save' button to save your changes. The shipping rule is now active.
Delivery Time
Delivery Time Set-up
Step 1: Opening System Setting App
Navigate to the App: System Settings - this is where the modifications for delivery time are made.
Step 2: Navigate to Delivery Time
From the menu, navigate to System > General > Delivery time. You will be presented with multiple results. Double click on a list item to select it. From here, you can read, add, delete, or edit the record.
Step 3: Modifying Delivery Time Fields
If you choose to add or edit a record, you'll be taken to a single result view. This view contains the following fields that can be modified:
- Code: This should be a unique identifier for the record
- Name: This field is multi-lingual. Click on the icon with red lines to open a popup where you can fill or edit the value in all languages.
Step 4: Save Updates
Once you've completed your modifications, be sure to click the Save button to apply your changes.
Delivery term
How to Add a Delivery Term
Step 1: Open System Settings
Open the app and navigate to the System Settings app.
Step 2: Navigate to Delivery Terms
From the system settings menu, select System > General > Delivery Term. This will take you to the delivery term management interface.
Step 3: Select a Delivery Term
You are now in multi-result mode. Double click on the list to select a delivery term. You can choose to read, add, delete or edit the existing record.
Step 4: Add or Edit Details
If you choose to add or edit a record, you will be redirected to single-result mode, which has multiple fields to fill out.
Click on the "Name" field and a multilingual popup will open. Here, you can enter or edit the delivery term in as many languages as needed.
Step 5: Save Your Changes
After entering the required information, click on the Save button to update the record.
Carrier
Creating a Carrier
Step 1: Opening the System Settings Application
Navigate to open the App named System Settings.
Step 2: Navigating to Carriers
Go to the System > General > Carrier from the menu.
This will land you on a page with multiple results. You can select an entry from the list by double-clicking on it. Options to read, add, delete, or edit the record will then appear.
Step 3: Creating or Editing a Carrier
Choose to create a new carrier or edit an existing one. Click on the desired operation.
You will then be directed to a page with specific fields needing your input:
- Name: This is a multilingual field. By clicking on the icon with red lines, a popup will open where you can input or modify the name in all available languages.
- External Connection: Please fill in the necessary connection details.
Step 4: Saving Changes
After filling in the necessary information, make sure to hit the Save button to implement your additions or changes.
Shipping Label
Add a Shipping Label
Step 1: Open the System Settings App
Start by opening the System Settings App.
Step 2: Navigate to Shipping Label
Proceed by navigating to the menu. From the dropdown, select System > General > Shipping Label.
Step 3: Multiresult Mode
You are now in the multiresult mode. Double click on the list to select a record. Here, you have the option to read, add, delete, or edit the record.
Step 4: Single Result View
If you choose to edit or add a record, you will be directed to the single result view. You will see several fields which include:
Carrier, Tracking ID, Tracking Number, Label dataCancellations, Account Name, Contact Person Name, Street, Street, Number, Postal Code, City, Country, Telephone, Additional information, Additional information 2, Reference, Shipping Method, Account Number, Weight.
Step 5: Enter Desired Data
Input the necessary data into the corresponding fields.
Step 6: Save Record
Once you have filled out the fields with the correct information, click the 'Save' button to secure the changes.
User Dimension Defaults
User Dimension Default Configuration
Step 1: Access System Settings
First, open the App and navigate to System Settings.
Step 2: Go to User Dimension Defaults
Then, navigate to the following location from the menu: System > General > User Dimension Default.
You are now in multi-result mode. You can double-click on a list item to select it and perform various actions, including read, add, delete, or edit the record. Please note, if a user dimension is not set for a user, they will not be able to login to the system.
Step 3: Edit or Add a Record
If you choose to edit or add a record, you will be directed to the single-result view which contains the following fields:
- Dimension Name.
- Default Dimension
- User
Enter the required data into respective fields.
Step 4: Save Changes
Finally, remember to press the "Save" button to finalize your changes. This configuration will affect how the application displays information to the specific user.
Group Dimension Defaults
Adding a Group Dimension Default
This manual guides through the step by step process of adding a Group dimension Default. Each user needs default dimensions, as it is the dimensions that MasterSales will display its content for you. For example, the UI language, Measures, Decimals, and so on. Please note if a user dimension is not set for a user they cannot log into the system.
Step 1: Open System Settings
First, open the App called "System Settings".
Step 2: Navigation
Navigate to the menu and select System > General > Group Dimension Default.
Step 3: Select Record
You are now in multi-result mode. Double-click on the list to select a record then click "Read" to view, "Add" to insert a new record, "Delete" to remove a existing record or "Edit" to modify the record.
Step 4: Single-result View
When you click on "Add" or "Edit", you will be taken to the single-result view which contains the following fields:
- Dimension Name
- Default Dimension
- Group
Step 5: Input the Desired Data
Fill out each of the fields with the desired data for the new or edited group dimension default.
Step 6: Save the Record
Once you have filled out all the necessary information, click on "Save" to apply the changes and add or update the Group Dimension Default on the system.
Validation Rules
Sales unit
Add a Sales Unit
Step 1: Open System Setting App
Start by opening the System Setting application from your dashboard.
Step 2: Navigate to Sales Unit
From the menu, select System > General > Sales Unit. This will bring you to a multi-result view, which displays a list of all the sales units.
Step 3: Add or Edit Sales Unit
Double click on a sales unit from the list to select it. You now have the option to read, add, delete, or edit the sales unit.
Step 4: Enter Sales Unit Details
If you are adding or editing a sales unit, click on it to open a single result view which contains the following fields:
- Name: This is a multilingual field. Click on the icon with red lines to open a pop-up where you can fill or edit the name in various languages.
- Description: This is another multilingual field. Click on the icon with red lines to open a pop-up where you can fill or edit the description in various languages.
Step 5: Save Your Changes
After you have made the necessary changes, click on the 'Save' button to keep these modifications.
Pipline Phase / Stage
Add a Pipeline Phase and Stages
Step 1: Access System Settings
Navigate to the system settings of your CRM application by selecting System > General > Pipeline Phase from the main menu. This area allows you to manage the overall stages of your lead pipeline.
Step 2: Open Pipeline Phase Management
Within the system settings, you will find two lists. The top list is for managing Pipeline Phases. Add new phases here that represent general stages in your lead pipeline, such as 'Marketing Qualified Lead' or 'Sales Qualified Lead'.
Step 3: Add a New Pipeline Phase
To add a new phase, click on the Add button located near the top list. This action will create a new general category for your pipeline stages.
Step 4: Configure Pipeline Phase Details
Enter the details for the new phase, such as the multilingual name by clicking on the icon with red lines. This will open a popup for inputting names in different languages.
Name: [Enter Name Here]
Description: [Enter Description Here]
Step 5: Add Pipeline Stages
After adding a Pipeline Phase, move to the lower list to add specific Pipeline Stages. These are finer subdivisions within the phase, like 'Opportunity Awareness' or 'Offer Closed Won'. Click the Add button to start defining new stages for the phase you've added.
Step 6: Save Your Changes
Once all the necessary Pipeline Phases and Stages are added and configured, make sure to save each new entry to update the system with your changes.
Reminder
Include screenshots and relevant visual aids to guide users through each step, especially highlighting the 'Add' buttons and the lists for both phases and stages.
Client Settings
Tax Rates
Adding a Tax Rate
Step 1: Open System Settings
Navigate to the App: System Settings.
Step 2: Access Tax Rate Interface
From the System Settings menu, select System > General > Tax Rate. This will open the Tax Rate interface.
Step 3: Choose a Record to Modify
In this view, you will be in "multiresult" mode where you can select an existing tax record to read, delete, or edit. Alternatively, you can also add a new tax record.
Step 4: Enter Tax Rates Based on Date
In the lower section of the screen, you can enter different tax rates depending on the date. For example, if the tax rate changes next month, you can already enter the future tax rate with the set start date.
Adding or Editing a Tax Record
Step 5: Understand the Fields in Single Result View
When you add or edit a tax record, you will be taken to a "single result" view which contains various fields for tax related information. Here's what each field means:
- Name: The name for the tax rate (e.g. 19% VAT)
- Rate: The percentage of the tax
- Tax with Tax ID: Enter the tax ID associated with this tax rate
- Taxgroup: Choose between Normal or Reduced
- Type: Choose between a % percentage or fixed rate
- Country: Enter the country valid for the tax or use "*" for all countries
- Code: Code related to the tax (eg. In Germany A2)
- External Code: For countries in Europe with VAT number
- Tax Calculation Group: Defines taxes that are calculated on the net amount
- Tax Calculation Index: Allows for calculation of taxes on net + taxes of the previous group and add this tax onto this amount
- Value: for fixed taxes
- Region: Enter the region the tax applies to or use "*" for all regions
- Zip: Enter the zip code the tax applies to or use "*" for all zip codes
Step 6: Enter Desired Data
Fill in the necessary fields with the data appropriate for the tax record you are adding or editing.
Step 7: Save the Record
Once you're done, click on the 'Save' button to save your modifications or additions. Congratulations, you've added or edited a tax record!
Tax Rule
Creating a Tax Rule
Step 1: Open System Settings
Navigate to the App and open System Settings.
Step 2: Navigate to Tax Rule
Select System > General > Tax Rule from the menu to open the Tax Rule interface.
Step 3: Select Record
You're now in the multi-result mode. You can either double click a record to read, edit or delete, or click the 'Add' button at the top to add a new one.
In the lower section, you can input different tax rates depending on the date. This is useful for when the tax rate changes, you can enter the new tax rate with the defined start date.
Step 4: Enter Details
If you're editing or adding a new record, you'll come to the single-result mode. This contains the following fields that need to be filled:
- Tax Type: Select company or private person.
- Account Taxgroup: Select Normal or Reduced.
- Item Taxgroup: Choose based on % rate or fixed rate.
Step 5: Save the Record
After entering the required information, click on the 'Save' button to save the changes.
Job Titles
Adding Job Titles
Step 1: Open System Settings Application
Navigate to the System Settings App from the App Selector.
Step 2: Navigate to Job Titles
From the System Settings menu, select System > General > Job Titles to access the Job Titles management interface.
You are now in the multi-result mode. Double click on the list to select a job title, or click on the 'Add', 'Read', 'Delete', or 'Edit' buttons as necessary.
Step 3: Add or Edit Job Title
If you choose to add a new job title or edit an existing one, a single-result interface will open with the following fields:
Code: Enter a unique identifier for the job title
Name: Enter the job title name. Use the icon with red lines to open a popup where you can input the title name in multiple languages.
After filling out these fields, click 'Save' to register your changes.
Lead Source
Add a Lead Source
Step 1: Open System Settings
From your CRM dashboard, navigate to the App: System Settings.
Step 2: Access Lead Source Settings
From the system settings menu, select System > General > Lead Source. This will open the Lead Source settings page.
Step 3: Select or Edit a Lead Source
You are now in the multi-result mode. Double-click on an item from the list to select one. You can then choose to read, add, delete, or edit the record.
Step 4: Adding or Modifying a Lead Source
When you choose to add or edit a lead source, you will be directed to the single-result view which contains the following fields:
- Code: A unique text field. This should be unique for each lead source.
- Name: A multilingual field. Click on the icon with red lines to open a popup where you can fill or edit details in all supported languages.
Step 5: Save Your Changes
After adding or editing a lead source, remember to click on the 'Save' button to apply your changes.
Paymet Term
Adding a Payment Term
Step 1: Open the System Settings App
Select the app labeled "System Settings" from your app list to launch it.
Step 2: Navigate to the Payment Term
Go to the dropdown menu located in upper part of the window and navigate to System > General > Payment term.
Step 3: Select a Payment Term
You are now in multi result view. You can double click on any of the list items to select it. Upon selection, you can read, add, delete or edit the record.
Step 4: Add or Edit a Payment Term
If you elect to add or edit a Payment Term, you will be taken to the singular result view which contains the following fields:
Code: A unique text field
Name: A multilingual field (you can fill or edit multiple languages by clicking on the icon containing red lines. This will open a popup where you can make your edits.)
Step 5: Save Your Changes
Once you have made all necessary additions or edits, remember to click "Save" to preserve your changes.
Main Bank
Paymet Methods
Delivery Time
Adding Delivery Time
Step 1: Open System Settings
Navigate to the App: System Settings.
Step 2: Navigate to Delivery Time
From the menu, select System > General > Delivery Time to open the Delivery Time management interface.
Step 3: Select Desired Delivery Time Record
You are now in multi-result mode. Double click on the desired delivery time record from the list to select it. You can choose to read, add, delete, or edit the record.
Step 4: Edit or Add the Delivery Time Record
Once selected, you will navigate to single-result view, which contains the following fields:
- Code: A unique text field.
- Name: A multilingual field. Click on the icon with red lines to launch a popup where you can fill or edit all language entries.
Step 5: Save Changes
Once all necessary changes have been made, click on the "Save" button to store your modifications.
Measurment System
Measurment System
Measure Type
Item
Item Group
Title: Add a New Item Group
Step 1: Open the System Setting App
Find and open the System Setting App on your device or in your system’s applications list.
Step 2: Navigate to Item Groups
From the menu within the application, select System > Item > Item Groups. You are now in the multi-result mode. Here, you can double-click on the list to select an item group and effortlessly read, add, delete, or edit a record as you wish.
Step 3: Add/Edit an Item Group
If you choose to add a new item group or edit an existing one, you will be taken to the single-result mode. In this mode, you will find the following fields that need to be filled out:
- Code: A unique text field. Every item group must have a distinct code.
- Name: A multilanguage field. By clicking on the icon with red lines, a popup will appear where you can fill or edit the name in all available languages.
Step 4: Save Changes
Once you are done entering or editing the details of the item group, don't forget to press the Save button to keep and apply the changes.
Pricelists
Add a Pricelist
Step 1: Open System Setting App
Navigate to the Application and open the System Setting app.
Step 2: Navigate to Pricelists
Once the System Setting app is open, navigate to the menu and select System > Item > Pricelists. You should now be in multiresult mode where you can double click on a list to select one and perform operations such as read, add, delete or edit the record.
Step 3: Edit or Add a Pricelist
If you wish to add a new pricelist, click 'Add'. If editing an existing one, click on the desired list and then the 'Edit' button. You will then be taken to the singelresult view which contains a number of fields you can manipulate.
Step 4: Configure Pricelist Details
Here, you can set the following details for the list:
- Currency: The main currency
- Name: This is a multilanguage field. By clicking on the icon with the red lines, a popup will open and you can fill or edit all languages.
- Default: Checkbox to set the list as a default.
- Type: You can select whether it's a Net or Gross type.
Step 5: Save
Once all the necessary changes have been made, click 'Save' to finalize your new or edited pricelist.
Item Atribut Set
Title: Adding an Item Attribute Set in Application
Step 1: Open the System Settings App
To begin with, open up the App titled: System Settings.
Step 2: Navigate to the Correct Option
Next, navigate to Menu > System > Item > Item Attribute Set. This is where you will find the option to add a new set of attributes.
Menu > System > Item > Item Attribute Set
Step 3: Understand the Purpose of Item Attribute Set
The Item Attribute Set is a preselection set for an item. The measurements included in the set will be automatically added to this item. It saves time when there are many items with identical set of attributes.
At this stage, you should find yourself in the multi-result mode. You can double-click on the list to select an item and then read, add, delete or edit the record.
Step 4: Edit or Add New Record
If you decide to add a new record or edit an existing one, you will be taken to a single result, which contains the following fields:
- Code: A unique text field.
- Name: A multilingual field. By clicking on the icon with red lines, a popup will open, allowing you to fill in or edit data for all languages.
Step 5: Save your Changes
Click on the Save button to preserve your changes. Ensure all the information entered is accurate before leaving the page.
Location
Not Transferd from baseLocation Plan
Not Transfered from BasePrice Category
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Webform
Main Section
How to add a Webform
Step 1: Navigate to the Main Section
Go to the top left section of the view labeled "Main Section" where you will fill out specific fields.
Main Section Fields:
- Name: Choose a name for your webform.
- Active: Choose yes if the form should be active, or no if it should be inactive.
- Security Check: Add a human verification to the form.
- GDPR Checkbox: Add a GDPR agreement checkbox and note to the end of your form.
- Success URL: Specify the URL users will be redirected to upon successful submission of the form.
- Error URL: Specify the URL users will be redirected to upon an unsuccessful submission or an error.
- Callback URL: Provide a URL where the application can post all configured fields.
- Event Handler: Configure an event handler that will send all form data to a specific class.
- Success URL Method: Set whether data should be forwarded to the Success URL with either GET or POST method.
- Run as User: If using a service user for inherited permissions, specify the user here. Authentication is required for the form associated with this user after each change.
Data Property Section
Step 2: Add Form Elements
After defining the Data Property Section, navigate to the Form Elements tab. Here, you can add various elements to your webform such as text fields, radio buttons, checkboxes, etc. To add an element, click on the Add Form Element button at the top right.
<button>Add Form Element</button>
Step 3: Configuring Form Elements
Now, configure the properties of the form element you have just added. Below are some properties explained:
- Element Label: This property defines the label of the form element, which will display on the front-end.
- Element Type: Select the type of the form element from this dropdown.
- Is Mandatory: If you want to make this element mandatory for the user to fill, tick this checkbox.
Element Label: Email Address
Element Type: Textbox
Is Mandatory: Yes
Step 4: Save and Preview
Once you are satisfied with the form element properties, click on the Save button at the bottom right to save your additions to the webform. Now, you can click on Preview at the top right to see how your form will look on the front-end.
<button>Save</button> <button>Preview</button>
Field Section
Add Webform Fields in Your Application
Step 1: Navigate to Field Section of Webforms
Navigate to the bottom section of the view in your application: Field Section of Webforms. This is where you'll add fields to the webform.
Step 2: Configure the Fields
Configure the following fields to add to the webform:
- Business Object: The name of the business object.
- Field: The field you want to add.
- Relational Field: Enables a Select button and adds the ID to the value of the selection.
- Webname: The label of the field in the form.
- Required: Specify whether the field is required or optional.
- Default Value: Specify a default value for the field if empty.
- Html Element Type: Specify the type of HTML control.
- Datasource: Specify the source of the data for the field.
- Position: Determine the field's sorting position.
- Data Property: The previously configured data property.
Step 3: Save the Record
Once you've configured all sections, save the record. You can still modify your entries by updating the record later, if needed.
Autenticate
Webform Creation Manual
Step 1: Navigation and Authentication
Navigate to the top left section of the screen and click on the three-line menu button. From the drop-down menu, select the Authenticate option.
Step 2: Enter Credentials
Fill in the username and password for the service user who will have the permission to use the form. Once entered, click on the Authenticate button.
Step 3: Successful Authentication
Upon successful authentication, the webform will be readily available for use. Explore the form functionalities as per your requirements.
Users
Add a Role
To Create a role: 1- Create new role in Role BO 2- Adding default dimension for new role from GroupDimensionDefault. 3- In BO view in the role permission tab add the read owner permission to new role for these BO: (Client, Language, CountryRegion, usersetting) 4- Set the RACL permission in record level for all these BO (Client, Language, CountryRegion) 5- In BO view in the role permission tab add the read permission to new role for these BO: ? App ? AppRole ? AppBo ? Botranslation ? FieldTranslation ? BoIcon ? Boviewupdate ? View ? Viewrole ? ViewBo ? ViewBoField ? Layout ? LayoutElement ? Activity??? ? WorkflowViewbo??? ? Workflow??? 6- In the Application read mode add the role to application you want to new role access to it. 7- Add permission for all Bo in each application that new role has access.Add Group
Adding Templates
Step 1: Open System Settings
Navigate to the App and select the system settings option.
Step 2: Access Templates
From the menu, navigate to System > Item > Templates.
Templates can be used throughout the application, in customer letters, AI prompts, document templates, and diagram templates on the dashboard.
Step 3: Edit or Add Templates
Click on a template to edit it, or select the option to add a new template, which will bring you to a single result page.
Step 4: Customize Templates
Each template contains the following fields:
- Code: A text field that must be unique.
- Name: A multilanguage field. By clicking on the icon containing red lines, a popup will open where you can fill or edit all languages.
Step 5: Save Templates
After editing or creating your template, remember to hit the save button to store your changes.