System Modules

This page serves as a quick guide to understand what each module does before diving into detailed pages for each one.

he System Modules page provides a high-level overview of all the main modules available in the CRM. Each module is represented in the sidebar, and the items visible depend on the permissions assigned to your role.

Overview of Modules

1. Dashboard

   • The landing page after login.

   • Shows an overview of key CRM components and quick access to main features.

2. Company

   • Store and manage details of your company.

3. Branches

   • Define and manage branches of your company.

4. Currency Management

   • Set up and manage currencies used in quotations and financial transactions.

5. Divisions

   • Manage company structure by creating Departments and Positions.

6. Employees

   • Store and manage employee information.

7. Assets

   • Organize company assets.

   • Includes Categories and individual Assets.

8. Services

   • Define the services offered by your company with unit prices.

9. Customers

   • Store customer details for creating quotations and invoices.

10. Expense Management

    • Manage Expense Categories (not actual expenses).

11. Terms & Conditions

    • Define terms used in quotations and invoices.

12. Jobs

    • Core module of the system.

    • Handles quotations, job submissions, invoices, payments, and real expenses.

13. User Management

    • Manage Permissions, System Roles, and System Users.

14. Mail Configuration

    • Configure outgoing email for sending quotations and notifications.

15. Audit Dashboard

    • View user activities and navigated URLs in user-friendly terms.

16. Financial Reports

    • Generate and view reports for analysis and decision-making.