System Configuration Guide

This guide covers all administrative settings and configurations for Semantik ERP.

Table of Contents

Company Settings

Navigate to Settings > Company Settings

Basic Information

FieldDescriptionExample
Company NameLegal business nameAcme Corporation
Company EmailPrimary contact emailinfo@acme.com
Company PhoneMain phone number+1 (555) 123-4567
Company AddressStreet address123 Business St
CityCity nameSan Francisco
CountryCountryUnited States

Branding

ElementRecommended SizeFormat
Logo (Light)200x60 pxPNG, SVG
Logo (Dark)200x60 pxPNG, SVG
Favicon32x32 pxICO, PNG

System Settings

Navigate to Settings > System Settings

Regional Settings

SettingOptionsDescription
Default CurrencyUSD, EUR, GBP, etc.Primary currency
Currency Symbol$, €, £, etc.Display symbol
Date FormatY-m-d, d/m/Y, m/d/YDate display
Time Format12-hour, 24-hourTime display
TimezoneUTC, America/New_YorkSystem timezone
Default LanguageEnglish, Arabic, etc.UI language

Document Prefixes

DocumentDefaultExample
Invoice#INVO#INVO00001
Bill#BILL#BILL00001
Employee#EMP#EMP00001
Purchase#PUR#PUR00001
POS#POS#POS00001

User Management

User Types

TypeDescriptionCapabilities
Super AdminSystem administratorFull system access
CompanyOrganization ownerFull company access
EmployeeCompany staffRole-based access
ClientExternal customerLimited portal access

Creating Users

  1. Go to Settings > Users
  2. Click + Create User
  3. Enter: Name, Email, Password, User Type, Role
  4. Save

Roles & Permissions

Permission Groups

Creating Roles

  1. Go to Settings > Roles
  2. Click + Create Role
  3. Enter role name (e.g., "Sales Manager")
  4. Select permissions
  5. Save

Default Roles

RoleDescription
AdministratorFull company access
AccountantAccounting module access
HR ManagerHRM module access
Sales RepCRM access
Project ManagerPMS access
CashierPOS access

Email Configuration

Navigate to Settings > Email Settings

SMTP Settings

SettingDescriptionExample
Mail DriverSMTP, Mailgun, etc.smtp
SMTP HostMail serversmtp.gmail.com
SMTP PortServer port587
UsernameSMTP usernameyour@email.com
EncryptionTLS/SSLtls

Common SMTP Configurations

Gmail

Host: smtp.gmail.com
Port: 587
Encryption: TLS
Username: your@gmail.com
Password: App-specific password

SendGrid

Host: smtp.sendgrid.net
Port: 587
Encryption: TLS
Username: apikey
Password: Your API key

Email Notifications

NotificationTrigger
New UserUser account created
Invoice SentInvoice emailed
Payment ReceivedPayment recorded
Payslip SentPayslip generated
Lead AssignedLead assigned to user

Payment Gateway Setup

Available Gateways

GatewayRegionFeatures
StripeGlobalCards, ACH
PayPalGlobalPayPal, Cards
RazorpayIndiaUPI, Cards, Netbanking
MollieEuropeiDEAL, Cards
PayStackAfricaCards, Bank
FlutterwaveAfricaCards, Mobile Money

Configuring Stripe

  1. Go to Settings > Payment Settings
  2. Enable Stripe
  3. Enter Publishable Key and Secret Key
  4. Set mode: Test/Live
  5. Save

Storage Configuration

Storage Options

OptionDescriptionUse Case
LocalServer filesystemSmall deployments
Amazon S3AWS cloud storageScalable, reliable
WasabiS3-compatibleCost-effective

Amazon S3 Setup

  1. Go to Settings > Storage Settings
  2. Select S3
  3. Enter: AWS Access Key, Secret Key, Region, Bucket Name
  4. Save

Settings Checklist

Initial Setup

Security

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