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        <description>Category Management

Overview

This screen shows the categories added in the system and their details. 

Category management consists of two parts - 

	*  Category Master:  Category Master shows the list of categories in the system
	*  Category Details:</description>
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        <description>Create New Currency

Start

	*  Click on Currency Menu and then click on Create New button

Components of Currency

	*  Header
	*  Item Price
	*  Save Document

Header



Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:</description>
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        <title>erp-manual:cloud:settings:email</title>
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        <description>Email System

	*   To access Setup Email System, open the Setup Email System screen.

After the screen opens

	*  In the Email System screen provide smtp server, port, name, ssl, email id, password.
	*  Click Save button to save the changes.</description>
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        <description>Create New Location

Start

	*  Click on Location Menu and then click on Create New button

Components of Location

	*  Header
	*  Save Document

Header



Step 1: Click edit Header. System will open a popup to edit the information of the header. following information can be added:</description>
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        <description>Create New Notification Alarm

Start

	*  Click on Notification Alarm Menu and then click on Create New button

Components of Notification Alarm

	*  Header
	*  Save Document

Header



Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:</description>
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        <title>erp-manual:cloud:settings:roles</title>
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        <description>Roles Master

Start

	*  Click on Setup Roles/Permissions Menu and then click on Create New button

Components of Roles Master

	*  Header
	*  Assigned Permission Tags
	*  Assigned Privilages
	*  Save Document

Header



Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:</description>
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        <description>Create New User

Start

	*  Click on Setup Users Menu and then click on Create New button

Components of User Master

	*  Header
	*  Assigned Locations
	*  Assigned Roles
	*  Assigned Company
	*  Save Document

Header



Step 1: Click edit Header. System will open a popup to edit the information of the header. following information can be added:</description>
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        <description>Workflow

Overview

Add / Edit workflows for all the screens in the system.

Add/Edit Workflow



	*  Select the document type which needs to be edited and click on Get Workflow. To select the document type press Shift + * and then the document type can be seen in the drop down list.</description>
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