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System

SystemCore provides a centralized single source of truth for master data management including customers, products, suppliers, and orders.

Features​

  • Shared customer management - CoreCustomer entity used across all modules
  • Shared product management - CoreProduct entity for unified product catalog
  • Shared supplier management - CoreSupplier entity for vendor tracking
  • Sales order tracking - Manage and track sales orders
  • Purchase order tracking - Manage and track purchase orders
  • Tax configurations - Define tax rates and rules
  • Payment terms management - Configure payment terms for customers and suppliers

Requirements​

Dependencies: None (base module)

This is a foundational module that other modules depend on for shared data entities.

Installation​

SystemCore is a core module that is always enabled. It cannot be toggled on or off as other modules depend on it for shared data entities.

Usage​

The System module appears as Operations in the sidebar navigation.

Dashboard​

Navigate to Operations to view the SystemCore dashboard with an overview of your master data and recent activity.

Managing Customers​

Navigate to Operations > Master Data > Customers to manage your customer database. Customers created here are available across all modules including CRM, Accounting, and WMS.

Managing Products​

Navigate to Operations > Master Data > Products to manage your product catalog. Products are shared with WMS & Inventory for stock tracking and with Accounting for order transactions.

Managing Suppliers​

Navigate to Operations > Master Data > Suppliers to manage vendor information. Suppliers are linked to purchase orders and inventory receiving.

Tax Configurations​

Configure tax rates under Operations > Configuration > Tax Configurations. These tax configurations apply to sales and purchase orders throughout the system. Tax configurations are also accessible from the Accounting module.

Payment Terms​

Define standard payment terms under Operations > Configuration > Payment Terms. These can be assigned to customers and suppliers for invoice management.

Product Categories​

Organize your products into categories under Operations > Configuration > Product Categories. Categories help structure your product catalog and enable filtering across modules.

Posting History​

View the history of data synchronization events under Operations > Posting History. This tracks when transactions are posted to other modules such as Accounting.

Settings​

Configure SystemCore options under Operations > Settings, including integration preferences and default values for master data.

Integration Points​

The System module serves as the data backbone for:

  • CRM - Uses CoreCustomer for lead and deal management
  • Accounting - Syncs transactions from sales/purchase orders
  • WMS & Inventory - Uses CoreProduct and CoreSupplier for stock management
  • PM - Links projects to customers

Changelog: View version history

Last updated on