2. Check and modify core data

in Getting started

Screen: Business customisation / Core data

Before starting to use the system check the default core data!

The core data are the values appearing in the combo box fields of the system. These as well as Document type or Company profile etc. fields determine how to group data. It is important that core data maintenance should be done by one person to avoid entering data in different ways. Please check and modify the values of the core data set earlier in the system according to your company’s needs!

To modify core data, select the following menu item: Business customisation / Core data!

In a list at the side of the screen you can find those core data types whose values can be changed. By clicking an item of the list the values of the current core data type appear in the table on the right. You can modify these if needed, add new ones or translate them into languages used.

If a value such as a given document category is not used by you but there is a chance to be needed later, then do not delete it.

You can find a number in front of most core data. Their use is not obligatory; it is only suggested. Numbering can help you that the values appear in an order the most appropriate for you.

Important! - These core data can be expanded at any time during the system use!

Among the core data the two most important ones are document category and type. Document category and Document type are two independent options for data grouping.

Key role of the document categories

Key role of document types

Latest update: 29/03/2017

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