System Management
The foundation of the platform: configure the company's organization structure, staff permissions, and approval rules so other modules can run efficiently.
The System Management module is used by company administrators for basic configuration. It is recommended to complete the following settings during initial setup. Regular employees usually do not need to operate this module.
Department Management
Build the company organization structure in System Management -> Department Management:
- Supports multi-level subdepartments.
- Departments can be edited, deleted, and reordered by drag and drop.
- The department structure affects the visible scope of employee data permissions.
Employee Management
Add Employees
Fill in the employee name, mobile number (required), and department. After submission, the system automatically sends an invitation SMS. Employees can follow the SMS instructions to register and join the company account system.
Account Status Management
| Action | Description | Recoverable |
|---|---|---|
| Disable | The account cannot log in, but data is fully retained. | Yes |
| Delete | The account is permanently removed. | No |
When an employee leaves, use Disable first to retain historical business data for later reconciliation and traceability.
Role Permission Assignment
Configure menu permissions and data permissions for different positions in Role Management.
Built-in roles: Sales, Engineer, Purchaser, Warehouse Keeper
Each role can be customized:
| Configuration Item | Description |
|---|---|
| Menu permissions | Controls which function modules the role can see. |
| Data permissions | Controls the data scope the role can view, such as self, department, or company-wide data. |
If an employee cannot see a module entry, the role usually has not been granted that menu permission. Enable the corresponding menu in Role Management.
Process Management (Approval Configuration)
Configure approvers for the following business operations. After configuration, submission triggers the approval flow.
| Module | Configurable Approval Operations |
|---|---|
| Customer Management | Contract signing, payment approval, product change, advance payment, invoice application. |
| Inventory Management | Stock-in, stock-out, stock-in reversal, stock-out reversal. |
| Purchasing Management | Purchase approval. |
Approval Modes:
| Mode | Description |
|---|---|
| Any approver passes | Multiple approvers are configured; approval passes when any one approver approves. |
| Multi-person unordered approval | All approvers must approve, with no fixed order. |
| Multi-person ordered approval | Approvers review in the configured order; the next approver is notified only after the previous approver approves. |
Notification Management
Configure message push methods for each business node:
| Notification Channel | Description | Activation Condition |
|---|---|---|
| System Notification | PC pop-up reminders covering all business nodes. | Supported by default. |
| WeCom Notification | Pushes notifications to WeCom. | Requires the WeCom Integration advanced app. |
| SMS Notification | Sends SMS messages, suitable for key nodes. | Requires the SMS Notification advanced app. |
System Settings
| Setting Item | Description |
|---|---|
| Selectable Area | Limits the service areas available to sales staff. The default is nationwide. |
| Print Template | Stock-out, stock-in, and stocktaking forms support A4 and half-page layouts. |
Personal Center
After logging in, each employee can use the upper-right Personal Center to:
- Change nickname and password.
- Bind WeCom.
- Switch companies when the same mobile number belongs to multiple companies.
- View membership plans and order records.
- Share referrals. When invited friends purchase, both parties receive one month of benefits.