User Guide

Comprehensive guide to using Decconz Multi-ERP Suite features and modules effectively.

Getting Started with the Interface

Dashboard Overview

The main dashboard provides an overview of your business operations with key metrics and quick access to frequently used features.

Dashboard Widgets

Customize your dashboard by adding, removing, or rearranging widgets. Each widget displays real-time data from different modules.

Navigation

Menu Description Key Features
Dashboard Home screen with overview widgets Customizable, real-time metrics
Finance Accounting and financial management Invoicing, expenses, reports
Inventory Stock and warehouse management Stock tracking, orders, suppliers
Sales Customer relationship management Leads, quotes, orders
HR Human resources management Employees, payroll, attendance
Projects Project management and tracking Tasks, timelines, budgets

User Management

Creating Users

1

Access User Management

Navigate to Settings → Users → Add New User

2

Fill User Details

Enter user information including name, email, and contact details

3

Assign Roles

Select appropriate role and permissions for the user

Role Examples 
{
    "admin": "Full system access",
    "manager": "Department management",
    "accountant": "Finance module access",
    "sales_rep": "Sales and CRM access",
    "viewer": "Read-only access"
}
4

Set Permissions

Customize permissions for specific modules and features

Working with Modules

Finance Module

Creating an Invoice 
// Example API call to create invoice
POST /api/v1/invoices
{
    "customer_id": 12345,
    "date": "2024-01-15",
    "due_date": "2024-02-15",
    "items": [
        {
            "description": "ERP Software License",
            "quantity": 1,
            "unit_price": 299.00,
            "tax_rate": 8.5
        }
    ],
    "notes": "Annual subscription invoice"
}

Inventory Module

Stock Adjustment 
// Adjust stock quantity
POST /api/v1/inventory/adjustments
{
    "product_id": 5678,
    "warehouse_id": 1,
    "adjustment_type": "add",
    "quantity": 50,
    "reason": "New shipment received",
    "reference": "SHIP-2024-001"
}