Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Categories, like Work Types are linked to almost all records and events in SDI. Any record that allows time to be attached needs a Category, so system owners and managers can report on it.

Categories are created in hierarchical structures in Settings. Carefully plan your Categories before creating them. Link Skills to Categories where possible to enable Skills lookup for the Call Route Team or Project Managers.

Categories can be used to structure your inventory. Categories are used in the online Catalogue to structure navigation of products.


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