Customization & Integration Module

Overview

نظرة عامة

        Highly Customizable Platform.
        منصة قابلة للتخصيص بدرجة عالية.
        The Customization & Integration module provides user-friendly customization capabilities, personalized workspace setup, document type and field management, workflow implementation, and robust REST API for integration. Adapt the ERP system to your unique business needs.
        توفر وحدة التخصيص والتكامل قدرات تخصيص سهلة الاستخدام وإعداد مساحة عمل مخصصة وإدارة نوع المستند والحقل وتنفيذ سير العمل وواجهة برمجة تطبيقات REST قوية للتكامل. تكيّف نظام ERP مع احتياجات عملك الفريدة.
      

The Customization & Integration module enables organizations to tailor the ERP system to their specific requirements without extensive programming knowledge. With powerful customization tools, workflow automation, and comprehensive API integration, this module ensures the system grows with your business.

تمكّن وحدة التخصيص والتكامل المؤسسات من تخصيص نظام ERP وفقًا لمتطلباتها المحددة دون معرفة برمجية واسعة. مع أدوات التخصيص القوية وأتمتة سير العمل والتكامل الشامل لواجهة برمجة التطبيقات، تضمن هذه الوحدة نمو النظام مع عملك.

Key Features

الميزات الرئيسية

User-Friendly Customization

Customize the system without coding using intuitive customization tools. Add fields, modify forms, and configure workflows easily.

Personalized Workspace

Personalized workspace setup for each user. Customize dashboards, shortcuts, and navigation to match individual preferences.

Document Type Management

Manage document types and fields. Create custom document types or modify existing ones to match your business processes.

Custom Fields

Add custom fields to any document type. Capture additional information specific to your business needs.

Workflow Implementation

Implement custom workflows with approval routing, conditions, and actions. Automate business processes efficiently.

REST API

Robust REST API for integration with third-party applications. Access ERP data and functionality programmatically.

Webhooks

Configure webhooks for real-time event notifications. Integrate with external systems for automated workflows.

Automated Assignment Rules

Set up automated assignment rules based on conditions. Route documents and tasks automatically to appropriate users.

Bulk Actions

Perform bulk actions on multiple records. Update, delete, or process records in bulk for efficiency.

Custom Apps

Extend functionality with custom apps. Build additional features and modules on top of the ERP platform.

Form Customization

Customize forms and layouts. Rearrange fields, add sections, and modify form behavior without coding.

Scripting Support

Advanced scripting support for complex customizations. Use Python scripts for custom logic and calculations.

Customization Capabilities

Form & Field Customization

Field Addition: Add custom fields to any document type. Choose from various field types including text, number, date, select, and more.
Field Configuration: Configure field properties including validation, default values, mandatory status, and visibility conditions.
Form Layout: Customize form layouts by rearranging fields, adding sections, and organizing information logically.
Field Dependencies: Set up field dependencies and conditional logic. Show or hide fields based on other field values.

Workflow Automation

Workflow Builder: Build custom workflows with visual workflow builder. Define states, transitions, and actions.
Approval Routing: Set up multi-level approval workflows. Route documents for approval based on amount, type, or custom conditions.
Automated Actions: Define automated actions triggered by workflow transitions. Send emails, create records, or update fields automatically.
Conditional Logic: Implement conditional logic in workflows. Route documents based on field values or business rules.

Workspace Customization

Dashboard Setup: Create personalized dashboards with widgets, charts, and KPIs relevant to each user's role.
Shortcuts: Create custom shortcuts to frequently accessed documents and reports. Improve navigation efficiency.
Menu Customization: Customize navigation menus. Show or hide menu items based on user roles and permissions.
View Preferences: Save view preferences including filters, sorting, and column visibility. Maintain user-specific settings.

Integration Capabilities

REST API

Comprehensive REST API for programmatic access to ERP data and functionality. Integrate with any external system or application.

Webhooks

Configure webhooks to receive real-time notifications when events occur in the ERP system. Enable event-driven integrations.

Data Import/Export

Import and export data in various formats. Integrate with external systems through data exchange.

Third-Party Integrations

Integrate with payment gateways, shipping providers, email services, and other third-party applications seamlessly.

Custom Integrations

Build custom integrations using API and webhooks. Connect ERP with proprietary systems and legacy applications.

Real-Time Sync

Real-time data synchronization with external systems. Keep data consistent across integrated platforms.

Advanced Customization

Custom Scripts

Write custom Python scripts for complex business logic. Extend functionality beyond standard customization options.

Custom Reports

Create custom reports with query builder or scripts. Generate reports tailored to specific business requirements.

Print Formats

Design custom print formats using HTML/CSS. Create professional documents matching your brand identity.

Email Templates

Create custom email templates with dynamic content. Personalize automated email communications.