Administration
94 guides in this area.
Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.
BSuit ERP (94)
Masters (11)
- AddressesPartially reviewed9 fields. Manage entity addresses
- CompaniesPartially reviewed13 fields. Manage your organization companies
- CountriesPartially reviewed13 fields. Manage countries for your organization
- CurrenciesPartially reviewed4 fields. Manage currencies for your organization
- Email TemplatesPartially reviewed6 fields. Notification email templates for workflow steps
- Exchange RatesPartially reviewed4 fields. Maintain currency exchange rates with effective dates
- KPI AlertsPartially reviewedNotify people when a metric crosses a threshold.
- LanguagesPartially reviewed2 fields. Manage languages for your organization
- System HealthPartially reviewedIn-memory ring buffer of boot warnings and hosted-service advisories. Process-local — restart wipes the history (durable logs live in the configured log sink).
- TaxesPartially reviewedReference for Taxes in Administration.
- Ui TranslationsPartially reviewed5 fields. Manage UI label translations across languages
Transactions (2)
- Print TemplatesPartially reviewedDesign invoice and barcode templates
- Record TypesPartially reviewedConfigure transaction types and numbering series
Reports (1)
- WhatsApp AnalyticsPartially reviewedReference for WhatsApp Analytics in Administration.
Settings (3)
- Email ConfigsPartially reviewedReference for Email Configs in Administration.
- General SettingsPartially reviewedReference for General Settings in Administration.
- Whatsapp ConfigsPartially reviewedReference for Whatsapp Configs in Administration.
Details and forms (2)
- Id detailsPartially reviewedReference for Id details in Administration.
- Slug detailsPartially reviewedReference for Slug details in Administration.
Other pages (28)
- Activity TimelinePartially reviewedTrack all changes across the system
- AdministrationPartially reviewedReference for Administration in Administration.
- Audit LogsPartially reviewedReference for Audit Logs in Administration.
- Data PrivacyPartially reviewedRight to erasure, data export, and retention review for data-subject requests
- DevicesPartially reviewedCentralised admin for every registered terminal — POS, Maintenance, and (soon) Employee Self Service
- DuplicatesPartially reviewedReference for Duplicates in Administration.
- Enrollment CodesPartially reviewedOne-time, time-bounded codes for bsuit.smart device onboarding
- Industry PacksPartially reviewedFit BSuit to an industry in one step — install its document types, chart-of-accounts additions, GL posting rules and features
- Migrations StatusPartially reviewedEvery module migration the host knows about (declared via IModuleMigration) plus what's applied on this tenant.
- Module ManagementPartially reviewedInstall, uninstall, and manage ERP modules
- My SecurityPartially reviewedTwo-factor authentication for your account
- Notification DefaultsPartially reviewedWhat new users get before they open /my/settings. Each user can still override per topic / channel.
- PM TechniciansPartially reviewedManage who can sign in on a bsuit.smart terminal in Plant Maintenance mode. Same PIN credential as the cashier sign-in — workers carry one floor PIN.
- POS CashiersPartially reviewedManage who can sign in on a bsuit.smart terminal. Set or rotate the PIN, toggle the cashier flag, and clear lockouts from here.
- Product Directory ImportPartially reviewedImport product masters from BSuit
- Product TaxesPartially reviewedProduct-specific tax overrides
- Push TokensPartially reviewedFCM / APNS tokens registered against bsuit.smart devices and ESS users
- QualityPartially reviewedReference for Quality in Administration.
- RelationshipsPartially reviewedReference for Relationships in Administration.
- Smart TerminalsGeneratedReference for Smart Terminals in Administration.
- Tamper-Evident Audit TrailPartially reviewedVerify the hash-chained log of critical events, append events, and apply Part-11-style e-signatures
- Technician Sign-insPartially reviewedWho is currently punched in on each PM terminal. Force-end a stuck session if a technician walked away without signing out.
- TerminalsPartially reviewedEvery registered bsuit.smart device across POS and Maintenance
- TrashPartially reviewedRecycle Bin
- UsersGeneratedReference for Users in Administration.
- WhatsApp Bulk SendPartially reviewedQueue templated campaigns. Worker processes ~10 messages/second; check progress in the Jobs tab.
- Whatsapp LogsPartially reviewedReference for Whatsapp Logs in Administration.
- Whatsapp TemplatesPartially reviewedReference for Whatsapp Templates in Administration.
Articles and how-tos (2)
- Setting up BSuit for a new organisationPartially reviewedWhat an administrator configures, in the order it has to exist, before people can record transactions.
- Getting started with AdministrationPartially reviewedCompany/tenant setup, reference data (currencies, countries, languages), email, licensing, and system health.
Data reference (45)
- AccessRequest — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for AccessRequest (Administration), with the record types they refer to.
- AccessReviewItem — data referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for AccessReviewItem (Administration), with the record types they refer to.
- Address — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for Address (Administration), with the record types they refer to.
- AppFieldPermission — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for AppFieldPermission (Administration), with the record types they refer to.
- AppRole — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for AppRole (Administration), with the record types they refer to.
- AppRoleMember — data referencePartially reviewed13 fields, 2 reference. All 13 fields BSuit stores for AppRoleMember (Administration), with the record types they refer to.
- AuditLog — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for AuditLog (Administration), with the record types they refer to.
- Company — data referencePartially reviewed28 fields, 3 reference. All 28 fields BSuit stores for Company (Administration), with the record types they refer to.
- CompanyAddressContact — data referencePartially reviewed20 fields, 1 reference. All 20 fields BSuit stores for CompanyAddressContact (Administration), with the record types they refer to.
- CompanyMembership — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for CompanyMembership (Administration), with the record types they refer to.
- Country — data referencePartially reviewed17 fields. All 17 fields BSuit stores for Country (Administration), with the record types they refer to.
- Currency — data referencePartially reviewed8 fields. All 8 fields BSuit stores for Currency (Administration), with the record types they refer to.
- CustomFieldDefinition — data referencePartially reviewed14 fields. All 14 fields BSuit stores for CustomFieldDefinition (Administration), with the record types they refer to.
- CustomFieldValue — data referencePartially reviewed8 fields. All 8 fields BSuit stores for CustomFieldValue (Administration), with the record types they refer to.
- DataErasureRequest — data referencePartially reviewed13 fields. All 13 fields BSuit stores for DataErasureRequest (Administration), with the record types they refer to.
- DevicePushToken — data referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for DevicePushToken (Administration), with the record types they refer to.
- EmailConfig — data referencePartially reviewed28 fields. All 28 fields BSuit stores for EmailConfig (Administration), with the record types they refer to.
- EmailLog — data referencePartially reviewed19 fields, 5 reference. All 19 fields BSuit stores for EmailLog (Administration), with the record types they refer to.
- EmailTemplate — data referencePartially reviewed10 fields. All 10 fields BSuit stores for EmailTemplate (Administration), with the record types they refer to.
- ExchangeRate — data referencePartially reviewed10 fields. All 10 fields BSuit stores for ExchangeRate (Administration), with the record types they refer to.
- ExchangeRateProvider — data referencePartially reviewed12 fields. All 12 fields BSuit stores for ExchangeRateProvider (Administration), with the record types they refer to.
- Language — data referencePartially reviewed6 fields. All 6 fields BSuit stores for Language (Administration), with the record types they refer to.
- ModelTranslation — data referencePartially reviewed9 fields. All 9 fields BSuit stores for ModelTranslation (Administration), with the record types they refer to.
- Notification — data referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for Notification (Administration), with the record types they refer to.
- NumberingSeries — data referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for NumberingSeries (Administration), with the record types they refer to.
- Permission — data referencePartially reviewed9 fields. All 9 fields BSuit stores for Permission (Administration), with the record types they refer to.
- PersonalDataRegistryEntry — data referencePartially reviewed13 fields. All 13 fields BSuit stores for PersonalDataRegistryEntry (Administration), with the record types they refer to.
- PrintTemplate — data referencePartially reviewed13 fields, 2 reference. All 13 fields BSuit stores for PrintTemplate (Administration), with the record types they refer to.
- ProductTax — data referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for ProductTax (Administration), with the record types they refer to.
- ProjectRoleAssignment — data referencePartially reviewed8 fields, 1 reference. All 8 fields BSuit stores for ProjectRoleAssignment (Administration), with the record types they refer to.
- RecordType — data referencePartially reviewed58 fields. All 58 fields BSuit stores for RecordType (Administration), with the record types they refer to.
- RecordTypeCategoryFilter — data referencePartially reviewed8 fields, 2 reference. All 8 fields BSuit stores for RecordTypeCategoryFilter (Administration), with the record types they refer to.
- RecordTypeLedgerGroupFilter — data referencePartially reviewed8 fields, 2 reference. All 8 fields BSuit stores for RecordTypeLedgerGroupFilter (Administration), with the record types they refer to.
- SecureAuditEntry — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for SecureAuditEntry (Administration), with the record types they refer to.
- Tax — data referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for Tax (Administration), with the record types they refer to.
- TaxRate — data referencePartially reviewed8 fields, 1 reference. All 8 fields BSuit stores for TaxRate (Administration), with the record types they refer to.
- UITranslation — data referencePartially reviewed9 fields. All 9 fields BSuit stores for UITranslation (Administration), with the record types they refer to.
- UserPreference — data referencePartially reviewed8 fields, 2 reference. All 8 fields BSuit stores for UserPreference (Administration), with the record types they refer to.
- UserRolePermission — data referencePartially reviewed8 fields, 2 reference. All 8 fields BSuit stores for UserRolePermission (Administration), with the record types they refer to.
- WhatsAppBulkJob — data referencePartially reviewed17 fields, 1 reference. All 17 fields BSuit stores for WhatsAppBulkJob (Administration), with the record types they refer to.
- WhatsAppBulkJobRecipient — data referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for WhatsAppBulkJobRecipient (Administration), with the record types they refer to.
- WhatsAppConfig — data referencePartially reviewed19 fields, 1 reference. All 19 fields BSuit stores for WhatsAppConfig (Administration), with the record types they refer to.
- WhatsAppLog — data referencePartially reviewed24 fields, 4 reference. All 24 fields BSuit stores for WhatsAppLog (Administration), with the record types they refer to.
- WhatsAppTemplate — data referencePartially reviewed13 fields. All 13 fields BSuit stores for WhatsAppTemplate (Administration), with the record types they refer to.
- WhatsAppWebhookEvent — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for WhatsAppWebhookEvent (Administration), with the record types they refer to.