The document provides details on modules for user, business, contact, and location management. It includes sub-modules and functions for creating users and groups, adding business information, managing contacts, and setting up locations including branches, consignments, warehouses, and vendor managed inventory locations. Functions allow setting access rights, addresses, and other key details for users, businesses, contacts and locations.

1. Module Designs for
USER, BUSINESS, CONTACT & LOCATION
MANAGEMENT
Created by
Shawkat Islam
Date: 18 May 2020
Gononet LLC

2. Please find updated details on following modules
1. User
2. Business
3. Contact Management
4. LocationManagement
Module Sub Modules Requirement Functions
1. User 1.1 User Level 1.1.1 Create User
Level
1.1.1.1 Create User Level
a. Admin
b. User
c. User Group
1.2 User Group 1.2.1 Create User
Group
1.2.1.1 Insert A group Name
1.2.1.2 Show List of Existing User
Groups
Admins
Accountants
Receiving
Shipping
Purchasing
Sales
Warehouse
1.2.2 Assign
Access Rights to
the Groups
1.2.1.2 Show List of Modules with
Detail list of Functions
1.2.2.3 Select User Group
1.2.2.4 Select the Module Functions
and rights as following
a. Read Access
b. Edit Access
c. Create Access
d. Delete Access
1.2.2 Create User 1.2.2.1 Create User
First Name
Last Name
Short Description
Mobile Number
Email
1.2.2.2 Assign Location
a. Select Location Type
b. Select Location

3. 1.2.2.3 Create a User ID
1.2.2.4 Create a Password
1.2.2.5 Assign User to User Group
1.2.2 Assign
Access Rights to
an User
Each User can be
configured with specific
view, editand delete rights
for each function at every
modules and sub modules.
1.2.1.2 Show List of Modules with
Detail list of Functions
1.2.2.3 Select User
1.2.2.4 Select the Module Functions
and rights as following
a. Read Access
b. Edit Access
c. Create Access
d. Delete Access
2. Business
information
2.1 Business
information
2.1.1 Add
Business
Information
This softwarewill have
features availablefor all
these industries. These
industries follow thesame
business modelwith small
differencein some
features. Wewillmake
different grouping of
access permission for each
industry.
There will bedrop down
menus to select the
Industry type.
2.1.1.1 Insert Business Name
(As will appear on Invoice/ Orders)
2.1.1.2 Legal Name of Company (May
be same)
2.1.1.2 Select Business Type for Tax
Forms
Sole Proprietorship
Partnership
Limited Liability Company
Corporation
Nonprofit Organization
2.1.1.3 Tax ID (EIN)
2.1.1.3 Social Security Number (SSN)
2.1.1.4 Select Industry
Fashion,
Food and beverage,
Beauty and cosmetics,
Electronics and appliances,
Furniture & Home Decor,
Sports & recreation, and
General merchandise.
Pharmacy
Service
Restaurants

4. (It should go to
Contact
Management
Module
Contact/Addresses)
Select and Insertdetails
for
Default Address
Invoice Address
Shipping Address
Check the details for
showing atdifferent
reports ordocuments.
Select theindenting styles
ofshowing address
2.1.1.5 Insert Date of Establishment
Select a date from the date picker
2.1.1.6 Upload Company Logo
2.1.1.7 Owner Information
Business Name- As Already
entered
Job Title- Founder (Edit)
First Name
Last Name
Address
Zip Code
City
Country
Phone Number
Mobile Number
Email
Website
Select Contact Type- (Selected
Head Office auto)
Use Checkbox for using this detailto beused
as Business Address.
2.1.1.8 If Checkbox is checked
Select Address for using as
Default Address
Invoice Address
Shipping Address
3. Contact
Management
3.1 Contact
Management
3.1.1 Create
Contact Type
3.1.1.1 Create Contact Type
a. Customers
b. Consignment Contact
c. Branch Contact
d. Vendor Contact
e. Warehouse Contact
f. Shipping Contact
g. Head Office Contact

5. 3.1.2 Contact Sub
Group
All the sub group names
shown besides are
examples only. These
groups willbemadeby the
businesses according to
their needs.
3.1.1.1 Create Contact Sub Group
a. Customers
I. Retail
II. Wholesale
III. VIP
b. Consignment
c. Branch
I. Manager
II. POSoperator
III. InventorySupervisor
IV. Delivery
d. Vendor
I. Supplier
II. Supplier
Consignments
e. Warehouse
I. Warehouse Manager
II. Picker
III. Delivery
IV. Receiver
f. Shipping
I. Contact Person
g. Head Office
I. Accountant
II. InventoryManager
III. MarketingManager
IV. DeliveryFleetManager
V. FacilityManager
VI. Finance Manager
VII. Purchase Manager
VIII. SalesManager
IX. HR Manager
3.1.3 Add
Contact
(It should go to
Contact
Management
Module
Contact/Addresses)
3.1.3.1 Select Contact Type
3.1.3.2 Select Contact Sub Group
3.1.3.2 Add Contact Details
Default Address
Invoice Address
Shipping Address
Business Name
Job Title
First Name
Last Name
Address

6. Zip Code
City
Country
Phone Number
Mobile Number
Email
3.2 CRM 3.2.1 Customer
Management
3.2.1.1 Create Sales Opportunity
Forecast Stages
3.2.1.2 Sales Conversion and Close
Rate Calculator
3.3 Email 3.3.1 Email
Templates
3.2.1.2 Custom Email Template
designs for
Marketing Offer
Quote
3.5 Export/
Import
3.5.1 Export/
Import Data
4. Location
Management
4.1 Locations 4.1.1 Create
Location Type
Head Office
Store Front/ Branch
(Could be used tostore
inventory in a location that
is accessible to
customers.)
Consignment
(Another Company who is
stocking this company’s
product)
Warehouse
(Used to store inventory in
the warehouse)
In Transit
(Products moved outfrom
one location to be
received by another
location)
Shipping
(By default, inventory that
has beenpicked willbe
stored inthedefault
shipping location for the
specified location group.)
Vendor Managed
Inventory
(Stocks arephysically
stored atthis location but
being managed by the
vendor. Apurchased order
is initiatedafter any
product is sold fromhere.
Sales orderthen created.
The cost valueofthese
4.1.1.1 Create Location Type
a. Head Office.
b. Branch.
c. Consignment.
d. Warehouse.
e. In Transit.
f. Shipping.
g. Vendor (VMI).

7. products arenotadded
with the current stock
value.)
4.1.2 Create New
Branch
Select and Insertdetails
for
Default Address
Invoice Address
Shipping Address
Check the details for
showing atdifferent
reports ordocuments.
Select theindenting styles
ofshowing address
(Add or Select from
Contact Created)
(Pricing Rulecan be
configured after Pricing
Rule is set at
Inventory/settings/pricerul
es)
(Freight canbe configured
after freightis set at
Inventory/settings/freight)
(Currency can be
configured after Currency
is set at
Accounting/settings/curre
ncy)
4.1.2.1 Show list of Branches
Edit Details
Active
Inactive
4.1.2.2 Add New Branch
Select Address for using as
Delivery Address
Billing Address
Invoice Address
4.1.2.3 Add Contact
Business Name
Job Title
First Name
Last Name
Address
Zip Code
City
Country
Phone Number
Mobile Number
Email
Website
4.1.2.4 Select Location Type- Branch
(Auto Configured)
4.1.2.5 Pricing Rule
Retail
Whole Sale
Special
PriceUSD
PriceNZ
PriceBD
4.1.2.6 Select Freight
DHL
UPS
FEDEX
4.1.2.7 Select Currency
USD
GBP
BDT
INR

8. (AlternativeGL Account
can be configured after
any other accounting
softwareis integratedat
Integrations Module)
(Tax Rate can be
configured after TaxRate
is set at
Accounting/settings/sales/
tax_rates)
(Create a BranchNumber)
4.1.2.8 Select Alternative GL account
4.1.2.9 Select Tax Options
4.1.2.10 Insert Branch Number
4.1.3 Create
Locations Within
the Branch
(Levels are
Isle,Section, Shelf,
Side)
Create Identity
Value for Each
Location
(Isle1,Section A,
Shelf 1, Side 1)
4.1.3.1 Insert Location Name
Insert Level Names for 04 Levels
Insert Number of Location for each
level
Insert Identity Value for Each
Location
Level 1
Level 2
Level 3
Level 4
4.1.4 Create New
Consignments
Select and Insertdetails
for
Default Address
Invoice Address
Shipping Address
Check the details for
showing atdifferent
reports ordocuments.
Select theindenting styles
ofshowing address
(Add or Select from
Contact Created)
4.1.4.1 Show list of Consignments
Edit Details
Active
Inactive
4.1.4.2 Add New Consignments
Select Address for using as
Delivery Address
Billing Address
4.1.4.3 Add Contact
Business Name
Job Title
First Name
Last Name
Address
Zip Code
City
Country
Phone Number
Mobile Number
Email
Website

9. (Pricing Rulecan be
configured after Pricing
Rule is set at
Inventory/settings/pricerul
es)
(Freight canbe configured
after freightService is set
at
Inventory/settings/freight)
(Currency can be
configured after Currency
is set at
Accounting/settings/curre
ncy)
(AlternativeGL Account
can be configured after
any other accounting
softwareis integratedat
Integrations Module)
(Tax Rate can be
configured after TaxRate
is set at
Accounting/settings/sales/
tax_rates)
(Create a Consignment
Number)
4.1.4.4 Select Location Type-
Consignment (Auto Configured)
4.1.4.5 Pricing Rule
Retail
Whole Sale
Special
PriceUSD
PriceNZ
PriceBD
4.1.4.6 Select Freight
DHL
UPS
FEDEX
4.1.4.7 Select Currency
USD
GBP
BDT
INR
4.1.4.8 Select Alternative GL account
4.1.4.9 Select Tax Options
4.1.4.10 Insert Consignment Number
4.1.5 Create
Locations Within
the
Consignments
(Levels are
Isle,Section, Shelf,
Side)
Create Identity Value
for Each Location
(Isle1,Section A,
Shelf 1, Side 1)
4.1.5.1 Insert Location Name
Insert Level Names for 04 Levels
Insert Number of Location for each
level
Insert Identity Value for Each
Location
Level 1
Level 2
Level 3
Level 4
4.1.6 Create
Warehouse
Select and Insertdetails
for
4.1.6.1 Show list of Warehouse
Edit Details
Active
Inactive
4.1.6.2 Add New Warehouse

10. Default Address
Shipping Address
Check the details for
showing atdifferent
reports ordocuments.
Select theindenting styles
ofshowing address
(Add or Select from
Contact Created)
(AlternativeGL Account
can be configured after
any other accounting
softwareis integratedat
Integrations Module)
(Create a Warehouse
Number)
Select Address for using as
Default Address
Shipping Address
4.1.6.3 Add Contact
Business Name
Job Title
First Name
Last Name
Address
Zip Code
City
Country
Phone Number
Mobile Number
Email
Website
4.1.6.4 Select Location Type-
Warehouse(Auto Configured)
4.1.6.5 Select Freight
DHL
UPS
FEDEX
4.1.6.6 Select Alternative GL account
4.1.6.7 Insert Ware Number
4.1.7 Create
Locations Within
the Warehouse
(Levels are
Isle, Section,Shelf, Side)
Create Identity Value for
Each Location
(Isle 1, Section A, Shelf1,
Side 1)
4.1.7.1 Insert Location Name
Insert Level Names for 04 Levels
Insert Number of Location for each
level
Insert Identity Value for Each
Location
Level 1
Level 2
Level 3
Level 4

11. 4.1.8 Create
Vendor Managed
Inventory
Select and Insertdetails
for
Default Address
Billing Address
Check the details for
showing atdifferent
reports ordocuments.
Select theindenting styles
ofshowing address
(Add or Select from
Contact Created)
(Accounting/settings/pay
ment_terms)
(Shipping/settings/freight)
(Shipping/settings/carrier_
service)
(Shipping/settings/shippin
g_term)
(Accounting/settings/curre
ncy)
4.1.8.1 Show list of Vendor
Edit Details
Active
Inactive
4.1.8.2 Add New Vendor
Select Address for using as
DefaultAddress
Billing Address
Add New Address
4.1.8.3 Add Contact
Business Name
Job Title
First Name
Last Name
Address
Zip Code
City
Country
Phone Number
Mobile Number
Email
Website
4.1.8.4 Select Location Type- Vendor
(Auto Configured)
4.1.8.5 Payment Term
Net30
Cash
25th
Net15
4.1.8.6 Select Freight
DHL
UPS
FEDEX
4.1.8.7 Carrier Service
4.1.8.8 Shipping Term
4.1.8.9 Select Currency
USD
GBP

12. BDT
INR
4.1.8.10 Select Status
Active
Inactive
4.1.9 Create
Locations Within
the Vendor
Location
(Levels are
Isle,Section, Shelf,
Side)
Create Identity Value
for Each Location
(Isle1,Section A,
Shelf 1, Side 1)
4.1.9.1 Insert Location Name
Insert Level Names for 04 Levels
Insert Number of Location for each
level
Insert Identity Value for Each
Location
Level 1
Level 2
Level 3
Level 4