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The Administrator is the highest authority within VinAR-ERP, possessing full system access and unrestricted control over all configurations, settings, and data. While a System Manager has significant permissions, the Administrator retains ultimate oversight an...

A Limited User has restricted access within VinAR-ERP, allowing them to interact only with specific documents and modules assigned to them. This is ideal for employees or users who only require access to certain functionalities, reducing unnecessary system exp...

In VinAR-ERP, Roles define the level of access a user has within the system, while Role Profiles act as templates that bundle multiple roles together for efficient user management. 🔹 Understanding Roles A Role is a predefined set of permissions that control ...

Permissions in VinAR-ERP define the level of access users and roles have within the system. These permissions control what actions can be performed on different modules, pages, and documents, ensuring a secure and structured workflow. 🔹 Types of Permissions i...

User Permissions in VinAR-ERP allow you to control what users can access within the system. While role-based permissions grant access to entire modules (like Sales Orders, Quotations, or Invoices), user permissions let you fine-tune access to specific document...

Role-Based Permissions in VinAR-ERP allow you to control which users can access specific documents and what actions they can perform. Instead of giving every user full access, you can assign roles with specific permissions to ensure they only see and do what’s...

In VinAR-ERP, access to pages and reports can be managed through Role Permissions for Page and Report. This ensures that only authorized users can view or modify specific pages and reports within the system. Let’s break it down in simple terms! 📌 What Are Pa...

Permission Levels (Perm Level) help control what fields in a document different users can see or edit. Instead of setting permissions for an entire document, Perm Levels allow you to restrict access to specific sections or fields within a document. 📌 What is ...

In VinAR-ERP, you can control who can view or edit specific fields inside a document using Field-Level Permissions. This is useful when you want to restrict certain information from being modified by specific users. For example, if you don’t want an Accounts ...

The Data Import Tool in VinAR-ERP allows you to quickly upload or update records in bulk using CSV or Excel files. Whether you need to add new customers, update inventory, or import sales data, this tool makes it simple and efficient. 📌 How to Import Data 1️...

The Data Export tool in VinAR-ERP allows you to extract data from any document type (DocType) and download it in CSV or Excel format. This is useful for reporting, backups, or transferring data to another system. 📌 How to Export Data 1️⃣ Access Data Export ...

When you create a new company in VinAR-ERP, a default Chart of Accounts (COA) is generated. However, if you have a custom COA, you can import it using the Chart of Accounts Importer instead of manually setting it up. 🔹 ⚠ Important: Importing a COA will overwr...

VinAR-ERP allows you to manually download database backups whenever needed. These backups are refreshed every 8 hours to ensure you always have the latest data. 📥 How to Download a Backup 1️⃣ Go to Home > Tools > Download Backups.2️⃣ Click on the available b...

Need to rename multiple records at once? VinAR-ERP makes it easy with Bulk Renaming! 📌 Renaming a Single Record You can rename individual records (if allowed) by:1️⃣ Opening the record.2️⃣ Clicking on Menu > Rename.3️⃣ Entering the new name and saving the ch...

Need to update the same field across multiple records? Instead of editing them one by one, Bulk Update lets you update them all at once! 📌 How to Use Bulk Update To access Bulk Update, go to:➡ Home > Settings > Bulk Update Example Scenario: Imagine you hav...

As part of GDPR compliance, VinAR-ERP allows users to download their personal data effortlessly. This includes all identifiable information you've generated while using the system, such as:✔ Username, Full Name, Birth Date✔ Phone Numbers, Email, Location✔ Cont...

As part of GDPR compliance, VinAR-ERP allows users to delete their accounts and anonymize their personal data. This ensures that all personally identifiable information is randomized, including:✔ Username, Full Name, Birth Date✔ Phone Numbers, Email, Location✔...

VinAR-ERP allows you to delete all transaction records (such as Sales Invoices, Sales Orders, and Payment Entries) associated with a company while keeping the master data intact. This is especially useful when users set up a company, create test records, and ...

In VinAR-ERP, Accounting Masters are the building blocks of financial transactions. They provide the essential structure needed for accurate accounting, compliance, and financial reporting. By managing these masters efficiently, businesses can:✅ Maintain accu...

A company is a legal entity that conducts business activities, whether in manufacturing, retail, or services. In VinAR-ERP, the first company is created during account setup. If your business operates multiple companies, you can easily add more. 📍 Navigate to...