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
  14. Business Improvement
  15. Development and Process management
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System settings

System settings are used to configure your Orax SDI system. From creating user accounts to customising the look of your portal and reports, to configuring Categories and much, much more. Most configuration is done in System settings.

As a System Administrator of your Orax SDI system, its a good idea to get to know the Parameters and options available in the System settings module.

Be careful not to change Parameters you don't understand. Its best to speak to your support partner or Orax support before changing Parameters you don't understand.

From the top down, you have buttons to common functions and logs, then sections of Parameters to tweak your system. In most cases you'll not be changing Parameters often, only when you start using new functionality or need to make changes to the way current modules are used.

Especially important is the setup of your administrator notifications, Categories, regions, account types and Work Types. These are the first sections on the settings page.

The email and notification related Parameters may also be important to configure. If you have access to Company setup you'll also see the Financial related settings (located on the last tab of the Company setup page) at the bottom of the System settings screen. These are used to setup the accounting and inventory related options for your company (sales, purchases, accounting, inventory, etc).

 

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