11. Settings

Settings (Admin)

Business Profile

Menu Path: Settings → Business Profile

Company name, logo, GST, and branches (company_branch).

Configure

Menu Path: Settings → Configure

Business categories and system configuration options.

User Management

ScreenPurpose
UserCreate/edit login users
User RoleDefine menu and View/Add/Edit permissions per module

Assign roles carefully — quotation costing and pricing screens should be restricted to authorised staff.

Device Lock

Menu Path: Settings → Device Lock

Restrict ERP access to approved devices.


Other Utilities

FeatureMenu / URL
TaskTask list / Kanban
NotesInternal notes
Upload DocGeneral document upload
Upload Doc ProductProduct-linked documents
EmployeeEmployee master
MachineMachine master and maintenance