Administration overview
Administration holds your company’s settings and the lists that the rest of Customry One uses. You only see the sections your permissions allow, and many people won’t see Administration at all.
Pages are grouped like this:
| Group | Pages |
|---|---|
| Company | Company settings: your company details, home currency, and how dates and numbers are shown. Numbering: the format and next number for sales, deliveries, invoices, purchase orders and the rest. |
| Staff | Staff, and Departments. |
| Security | Users, User groups, Roles, Audit log, and (for the super user) Permissions. See Users and permissions. |
| Customers | Customer types and statuses. Tick Stops sales on a status such as “On stop” to stop new sales and confirming orders for customers with it. |
| Sales | Sales statuses and types, Lost reasons, Delivery terms and Sales settings. |
| Despatch | Despatch settings, Carriers, Wall screens and Stock adjustment reasons. See Wall screens. |
| Invoicing | Invoicing settings, Payment terms and methods, and Finance export settings. |
| Purchasing | Purchasing settings and Purchase reasons. |
| Pricing | Price lists, VAT rates and Currencies. A price list can carry a margin on configured items; see Margins for each customer. |
| Products | Product categories, ranges, types and brands, Product properties, Stock locations and Units of measure. |
| Documents | Branding, Document templates, Email templates and Email settings. See Branding and documents. |
| Contacts, Marketing, Geography | Titles, Job roles, Relationships, Address purposes, Consent types, Campaigns, Lead sources, Regions and Industries. An address purpose’s Used for says which of a new sale’s addresses it fills; see Addresses. |
| Naming | Entity names and Field labels. See Renaming things. |
Settings that change how Customry One works
Section titled “Settings that change how Customry One works”Several areas have a settings page that changes behaviour for everyone in your company. See Company settings for the main choices.
Most pages are simple lists, such as payment terms or carriers. Add an entry, edit it, or mark it inactive so it’s no longer offered without losing it from past records.