User Company

The company

Create a partner

Application configuration > Referential > Partners

In order to configure your company, you must first create a partner of the same name. It should be typed both "customer" and "supplier". In the "Information" tab, enter your company’s contact details and details. Billing and payment information is to be filled in in the "Invoicing/payment" tab. Additional information can be added in the other tabs of the form.

Create your company

Application configuration > Users/Companies > Companies

Creating a company is essential for the use of the software.

Click on the "+" icon to create your company. Several fields are required, and you can load the logo. You must assign a partner that you have previously created.

Create services in society

Application configuration > Users/Companies > Companies > "Information" tab

You can create the different services of your company from its file (Application Config > Users/Companies > Companies) or directly from the "Departments" menu entry in Application Config > Users/Companies > Configuration > Departments, and then select them on your company’s file.

Create printing settings

Application configuration > Users/Companies > Companies > Companies > "Configurations" tab

By clicking on the "+" icon next to the "Printing Settings" field, you will be able to configure your printing settings that will appear on the generated reports. Customize your header and footer, the logo position…​

Enable trading names management

Application configuration > App management > Base > Configure

The trading names identifies the operating premises (a shop, for example), and not the company that manages the business.

You can activate the management of trading names with the corresponding button, then you can create trading names in the menu entry in Application Config > Users/Companies > Configuration.

The company will remain the legal entity on all documents but you can inform the brand concerned for quotes, deliveries, invoices…​..

In the "Configurations" tab of your company’s file, you can enter certain information about your trading names.

Create an active RIB

Application configuration > Users/Companies > Companies > Company > "Bank details" tab

First create your company’s bank accounts. If you want an account to be usable, you must check "Active". Then select the one you want to use by default.

Configure your company by module

Application configuration > Users/Companies > Companies > Company

On the right panel, you have access to your company’s configurations, by module.

The users

Create a user

Application configuration > Users/Companies > Users

It is mandatory to indicate the user’s name and associate him/her with an active company. Then define its Axelor identifier. To set your password you must first enter the password of the active session. If the user is an employee of your company, you must link his file to the employee file previously created (right panel). You must also associate a group with it that will define its permissions. You can define a default display theme and set up navigation without tabs (check box "Single tab") and/or without contextual help (check box "No help"). You can determine a period of account activation and/or block the user. If you have selected a group you do not have to fill in the Roles and Permissions tabs. In the "Contact Information" tab you can create the user’s email address. The "Calendars Configuration" tab allows you to subscribe the user to other calendars and define their main calendar. The "Electronic signature" tab allows you to download an electronic signature to a user so that you can use it later for quotes / orders and / or for the certificate of conformity (checkboxes).

The permissions

The permissions

Before creating your users, you must first configure the rights (here the permissions).

Configure user permissions

The permissions correspond to the rights to read, write, create, delete and export the different objects.

Permissions are grouped into "Roles" (which can be assimilated to the different positions in your company) which are themselves grouped into "Groups" (which can be considered as the different departments in your company).

The configurations of the "Base" app

Application configuration > App management > Database

Configuring the databases

Application configuration > App management > Base > Configure > "Configuration" tab

From this object, you can configure a number of elements such as the activation of email sending, activate modules such as Messenger or Calendar…​ If the "Enable sending email" option is enabled you will be able to send emails from the system provided you have set up an SMTP account. If you want to configure one SMTP account per user, enable the Manage email accounts per user option. If you want to manage different commercial brands, activate the corresponding option. It is possible to choose whether the prices of the products defined on the product sheets are always in H.T., always in T.T.C., by default in H.T. or by default in T.T.C. The choices "by default in H.T." and "by default in T.T.C." allow the possibility to modify on a case by case basis (via a checkbox) the type of price applied on the product sheet. For "Compute Method for Discounts" you have several selectable options: Compute Discount Separately, Include Discount in unit price ony for replace type, or Include Discount in unit price. If you want to manage your employees in teams, activate the corresponding option. If you enable the "Generate a sequence for partners" option, each time a new third is created, a number will be automatically assigned to the partner based on the configured sequence. Once the "Manage product variants" option is activated, you will be able to create product models in the product referential (in Application config > Referential > Products). From a template, you will be able to create different variants of a product, according to certain attributes (color, size…​etc.). The "Messaging" option allows you to activate the "Messaging" application, which is an internal messaging system with an inbox. You will receive in this email all internal notifications from the ERP. The "Documents" option allows you to activate electronic document management. The "Documents" application will become visible and will be used to import and export files, create documents and spreadsheets, folders and manage their tree structure. The system allows you to enable barcode generation for a product, select a default barcode type. If you click on the Edit Product Barcode Type button, you will be able to manage different formats, depending on the product. The "Generate a sequence for products" option allows you to define a sequence for products. Each time a new product is created, a number will be automatically assigned to the product according to the configured sequence.

In order to configure the different units, you must have created them in Application Config > General Data > Units. Don’t forget to also create "Unit conversions" in the corresponding menu entry just below.

Connect to interfaces

Application configuration > App management > Base > Configure > "Interfaces" tab

Here you can connect to the available interfaces.

For the cards: Open street map allows you to connect to a free map network, otherwise, you can buy an API key from Google to access Google Maps. For currency conversion, you can interface with the ECB in "Web Services".

Convert currencies

Application configuration > App management > Base > Configure > "Currency conversion" tab

After interfacing with ECB for current currency rates, you can implement and configure new currencies. It is possible to define an application period. It is essential to configure each currency conversion in both directions.