To effectively use the Order Manager application, it is essential for a user with the Administrator role to ensure the necessary basic settings and define registries.
The following settings must be configured in the Settings section for the respective tenant:
Number Series
Define a sequence for order numbers, invoices, etc.
Return Reasons
Determine various reasons for product returns to simplify the return process.
Product Categories
Organize products into relevant categories for better management.
Units of Measure
Set units such as pieces, kilograms, liters, etc., for product quantification.
Payment Methods
Configure available payment options such as credit card, PayPal, bank transfer, etc.
Users
Manage users who will have access to the Order Manager application.
Locations
Add and manage various store locations associated with the tenant.
Roles
Define different user roles and their respective permissions.
Templates
Create and manage templates for various documents and forms used in the application.
Email Templates
Set up email templates for notifications, order confirmations, and other communications.
VAT Rate
Configure the applicable VAT rates.
Warehouses
Define and manage warehouse locations where inventory is stored.
Shipping Methods
Set up various shipping options for order delivery.
Teams
Organize users into teams for better collaboration and task management.
Purchase Order Types
Define different types of purchase orders according to business needs.
Sales Order Types
Determine various types of sales orders to address different business scenarios.
Project Types
Define and manage various types of projects.
Complaint Types
Categorize different types of customer complaints for effective resolution.
Task Types
Define different types of tasks that can be assigned to users.
Product Return Types
Set up various types of product returns for effective return process management.
Request Types
Categorize different types of internal requests for better processing.
Product Variants
Manage different product variants such as sizes or colors.
Size Categories
Define size categories for managing products with size variations.
Optional Data
Set up any additional data fields that may be required by the business.
Manufacturers
Add and manage product manufacturers.
Workflow
Configure workflows for automating business processes and task approvals.
Workflow Roles
Define roles specific to workflows to ensure proper task assignment and approval.
This guide ensures that administrators have a clear and concise list of configurations needed for the effective setup of the Order Manager application.
The following chapters provide a more detailed description of each registry.
Number series are used for automatically generating unique identifiers for various types of documents. When creating or editing, the following data are managed:
The list of return reasons defines possible reasons why a product may be returned. The following data are managed:
The product categories registry helps organize products into logical groups. The following data are managed:
A whole hierarchy of product categories can be created, which can then be used when selecting a category for working with products. The user will be offered the structure in the form of a hierarchical tree representation.
In the Units of Measure section, you can manage the units used for various products and inventory items in the warehouse. Fill in the following fields:
In the Payment Methods section, you can define various ways customers can pay for their orders. Fill in the following fields:
The Users section is used to manage user accounts and their access to the Order Manager system. When creating or editing, the following information is managed:
The Locations section allows the management of places where your business activities are conducted. For each location, fill in the following details:
The address of the location consists of the following data:
A location can be linked with an external system, allowing integration of inventory, organizational structure, and economic object. This link ensures that the location will not see irrelevant information about other warehouses, products, etc.
The Roles section allows the management of different access levels within the Order Manager system. Define the following attributes for each role:
The Order Manager system has two default roles:
Additional roles can be created and edited without restrictions.
Templates are essential for creating and managing various documents within the Order Manager system. They can include invoices, orders, and other forms necessary for business operations. For each template, you will need to:
Templates facilitate consistency and ensure that all documents adhere to company standards and branding guidelines.
Email templates streamline communication with customers by standardizing messages for various scenarios. Manage the following details for each email template:
These templates ensure that communication remains professional and consistent, enhancing the customer's experience with the Order Manager system.
The VAT Rate section is where you manage the various VAT rates applicable to your products and services. When adding or editing a VAT rate, fill in the following information:
Ensure that all products and services are assigned the correct VAT rate to comply with tax regulations.
Warehouses are locations where products are stored and managed. In this section, you can add, edit, and organize warehouse information, including:
Accurate warehouse information is essential for inventory management and ensures efficient logistics and order fulfillment.
The Shipping Methods section allows you to configure various delivery options available to customers. When setting up a shipping method, fill in the following fields:
These configurations ensure that customers have a range of delivery options to choose from, enhancing their shopping experience.
In the Teams section, you can manage groups of users working together on tasks and projects within the Order Manager system. For each team, the following attributes should be defined:
Organizing users into teams helps facilitate collaboration, task delegation, and effective project management.
In the Purchase Order Types section, you can define various types of purchase orders based on your business needs. Manage the following information for each type:
These types ensure that purchase orders are categorized appropriately, streamlining procurement and vendor management.
The Sales Order Types section allows you to categorize different sales orders to accommodate various business scenarios. For each sales order type, manage the following details:
These categorizations help organize sales orders and ensure efficient order processing.
In the Project Types section, define and manage different types of projects to align with your business objectives. For each project type, you will need to fill in:
These project types help structure project management efforts and ensure resources are allocated efficiently.
Categorizing customer complaints aids in their effective resolution. In the Complaint Types section, manage the following information:
These types ensure that complaints are addressed systematically and customer satisfaction is maintained.
In the Task Types section, define various types of tasks that can be assigned to users. Manage the following details for each task type:
These task types help categorize and organize tasks, improving productivity and task management.
The Product Return Types section allows you to define different categories for product returns. Manage the following attributes:
These categorizations ensure that product returns are processed consistently and efficiently.
In the Request Types section, categorize different types of internal requests to enhance processing and response times. Manage the following information:
These request types streamline internal processes and ensure that requests are addressed promptly.
The Product Variants section is where you manage different variations of a product, such as size or color. For each variant, fill in the following details:
Managing product variants ensures that customers can select from various options, improving their shopping experience.
In the Size Categories section, define categories for products with size variations. For each size category, manage the following attributes:
These categories help organize products with size options and ensure customers can easily find the right fit.
The Optional Data section allows you to set up any additional data fields that may be required by your business. For each data field, define the following:
These fields provide flexibility for capturing unique information relevant to your business operations.
The Manufacturers section allows you to manage information about product manufacturers. For each manufacturer, fill in the following details:
Managing manufacturers ensures that product sourcing information is organized and accessible.
In the Workflow section, configure processes to automate business operations and ensure proper task approvals. For each workflow, define:
Workflows automate processes, enhancing efficiency and ensuring consistency in operations.
The Workflow Roles section is used to define roles specific to workflows, ensuring proper task assignment and approval processes. For each role, manage the following information:
These roles facilitate effective workflow management by ensuring tasks are assigned to appropriate personnel.
The Order Manager system is designed to provide flexibility and scalability for various business operations. By effectively managing these registries, users can ensure efficient processes, accurate data management, and enhanced customer satisfaction.