Manage the Property & Business module

Instructions and recommendations for the Property Management module

• What to set up for the module
  • Property area
  • Analysis area
  • Business areas
• Setting up your company
  • Alternative bidding companies
• Good to know
• Dependence on the finance module

What to set up for the module

The module does not create any access to records or functions directly from the main worktable. Everything is hidden in areas, and these need to be set up. Specifically:

Property area

In the property area, there is access to a record of categories and products.

Generally, it is possible to work with property - that is, assets - in all business areas and projects, but only in this selected area can you set up product categories.

Analysis area

The area in which analytical information and documentation about a company are managed - processes, goals, etc. It is partly about strategically sensitive information, partly about company know-how, which should be concentrated in this area.

Business areas

Business areas allow you to work with offers, orders and price lists.

Any number of business areas can be set up. It is therefore possible to set up e.g. another area for the internal market and another for export, or areas for retail and corporate - it depends on how you segment the business.

By dividing it into areas, you can ensure that traders in one area do not see offers and data from other areas. For example, if the store manager has to see everything, you just need to set up rights in all business areas.

Setting up your company

You need to enter your company details in the module settings. Within the item, you select the company from any address book - all your company details (name, address, ID, etc) must be set up for the company in the address book, which you then assign in the module settings.

Alternative bidding companies

The system allows you to submit bids under the heading of different companies. If you want to take advantage of this, set up alternative companies in the respective field in addition to the primary company. This allows you to choose which company is the bidder or supplier in the bids (even in the accepted orders).

When you use alternative companies:
Multiple possible bidders are useful for example:

• From one place you create bids for multiple firms - e.g. headquarters prepares bids for the whole world, but the bid is submitted on behalf of a subsidiary in that country
• You will use the system in a shared services centre - you can manage catalogues and products in one place and use the system by all branches
• You operate multiple e-shops focusing on specific products; all belong to the same firm, but the bids can be submitted on behalf of the e-shop (followed by the real name of the firm).

Good to know

Dependence on the finance module

Some financial parts of the module use the finance module, therefore users who work with prices for products and price lists must also have the right for the finance module. Without this right they cannot work with VAT.