Add/Edit Categories

Categories, Sub-categories, Sub-sub-categories

In the text box below, please put one Category/Sub-Category/Sub-sub-category per line. Sub-categories should be prefixed with one tab, Sub-sub-categories with 2 tabs.

Alternatively, you can upload a CSV file with the categories:
Uploaded categories should:
Replace existing categories
Add to existing categories

Report page (costs) Back

Configuration page

1. Projects, Categories, Sub-categories

In the text box below, please put one Project/Category/Sub-Category per line. Categories should be prefixed with one tab, Sub-Categories with 2 tabs. Mark with "#" the categories for which the transaction rows should be colored differently (e.g. #TEMP).

2. Suppliers

In the text box below, please put one Supplier per line.

User configuration page

Here you can add, edit and delete users. You can also change their password.

User types:

• Admin: System configuration, user management, full access. Can do everything for all warehouses.
• Manager: Oversight, approvals. Can do everything for their own warehouse(s), including AOs.
• Financer: PR approvals.
• Storekeeper: Day-to-day warehouse operations: receives RR, dispatches goods, prepares PRs.
• Procurement: Handles purchase requests and purchase orders, supplier relationships.
• Requisitioner: Creates requisition requests for their department.
• Read-only: Read-only access. No ability to create or modify anything.