The Octoflex ERP is based on the basic module. This includes sales, user administration, client configuration and the report designer.
The basic module is divided into the administrative part and the user area.
The administrative area applies to the entire Octoflex and expands automatically depending on the expansion of the Octoflex modules used. This means that the user administration allows the areas and modules in the Octoflex to be set in access and possibilities via granular user rights.
Furthermore, the configuration of the global client settings takes place here.
The public area, for the users, includes sales. Here the user has access to the following modules:
The user gets an overview of the address master data available in the system. The displayed list can be adjusted using extensive filter options. The view can be limited by customer groups, address characteristics and representatives. The database columns have search fields in which the user can search and limit the address data specifically.
When managing the address master data, all usual business-relevant information can be maintained:
The following is recorded under the index card tab for customer-specific information:
In addition, there are a number of other functions in Octoflex ERP that make it easier and more convenient for users to handle address master data:
Just as with addresses, the user gets an overview of the article master data available in the system. The list displayed can also be adjusted here using extensive filter options. The view can be narrowed down using article types, merchandise groups and customer allocation. Using search fields in the database columns, the user can specifically search and narrow down the article data fields. Since Octoflex ERP has been optimised for production companies, the usual article information has been extended by further useful fields:
The following additional setting options are available to the user for the articles across all modules for work preparation, production and purchasing
In a separate area for sales you can take care about the
In the document overview, the user can filter the documents by document type, status, business partner, business area and substitute. In addition to this, the documents can be further restricted according to project affiliation. The following document types are available:
In addition to the usual possibilities, Octoflex offers further functions in document capture: