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Details: This section displays the main company details created in section 1.1, where users can add or edit any information if needed.
E-invoice: Configure the company for E-invoicing to LHDN
Peppol Config: If using Peppol, this tab is for configuring the intermediary.
Tax: If the company has SSD, this tab is used for Tax Config.
Address: Displays the address created in section 1.2. Users can edit or add additional information if needed.
Branch: Lists all the branches created under the selected company.
Location: Shows all locations under each branch for the company.
Labels: Used for tagging the company, such as grouping by department.
Employee: Displays the list of employees under the company. This is linked to the Employee Applet.
Knock Off Config:
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A critical setup for the company to configure the workflow. Click on the ‘+’ button to begin setup.
Server Doc Type Options: Essential for setting up the company's workflow, such as configuring the process for purchase orders, converting them into purchase GRNs or invoices, or setting up the sales process (from sales orders to sales invoices). The configuration is based on document types.
The user needs to select the server type. Server Type 1 refers to the source document, while Server Type 2 refers to the target document
This is an example of a basic knock-off (KO) setup flow for the customer. For instance, when the user creates an invoice, there will be two knock-off options: Sales Order and Sales Quotation.
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This means that in the Sales Invoice applet, under the KO (knock-off) tab, the user will see two options: Sales Order and Sales Quotation.
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Users can enable or disable knock-off settings from the main tab page.
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The KO (knock-off) options depend on the customer configuration and the user’s needs. The user can add more options if needed by configuring them in the Organisation applet when creating or editing the company details. |
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Advance Filter Search
The advanced filter allows you to search by company, company name, registration number, or status. Each sub-module includes this advanced filtering option.
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