You are an administrator
The administrator sees every menu. Several are reserved for them: My Company, Sites (warehouses, shops), Pricing, Treasury (overview, cash registers, bank accounts, customer credits), most Reports and all of System Settings.
Start here
- Initial setup of an organization
- Creating a user and assigning a role
- Configuration: taxes, document language, process modes, NadiPilot.
- Notifications and alerts: email, Telegram, WhatsApp.
Day to day
- Opening and closing the till: checking cash differences.
- Reports and NadiPilot.
- Finance and treasury.
From time to time
- Preparing the opening of a new point of sale
- Administration: backups, audit log.
- Licenses and plans