In this category you will get all the information on how to customize the ERP software to your business processes. You'll learn how to enter company data, use modules and mandatory fields, and personalize your documents down to the last detail. Setting up printers and e-mail accounts and applying data protection guidelines are also topics here.
Below you will find all the topics in this section:
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Basic Settings:
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Define your company address data: Management of central company information such as name, address, and tax data.
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Custom Fields for Articles, Addresses, and Projects: Creation of custom fields for articles, addresses, and projects to store additional information.
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Translations: Management of language variants for fields and labels to support multilingual content.
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Document Settings:
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Document Template (Letterhead) and Stationery: Customization of the letterhead layout, including logos, sender information, and company details.
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Textvorlagen in Belegen: Creation and management of standard texts and text blocks for documents to streamline communication.
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Business Letter Template: Definition of formatted email templates for business letters to ensure consistency within the company.
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Document Language (Language List): Selection of the document language for addressing international customers.
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Drucker anbinden: Document Printer, Label Printer: Configuration of printers for the automatic printing of invoices, delivery notes, or shipping labels.
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E-Mail-Konten anbinden: Email Accounts: Linking business email accounts for direct sending of documents, quotes, and customer communications.
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System:
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System (System settings - global settings): Management of essential system-wide configurations for the entire software.
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Prozesstarter & Automatisierung: Setup of automated workflows to optimize recurring processes such as imports, logistics handling, and document dispatch.
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System Status: Monitoring of the current system status and ongoing processes.
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