Administration
Users, groups and permissions, branches, warehouses, currencies and taxes, print and invoice defaults, the menu, notifications, the audit trail and bulk data import.
30 articles
Users and permissions
Add and manage users
Create a sign-in for each member of staff, e-mail them a link to set their own password, resend the welcome email or reset a forgotten password, and deactivate people who leave.Verified e-mail addresses - who receives notification e-mails
Notification e-mails go only to users whose address is verified. Find unverified users, send them a verification link one by one or all at once, or mark an address verified yourself.Groups and permissions
Build a group for each job role, tick the screens and actions it may use, start from a ready role template and choose the screen its members see after signing in.Approval roles
Name who approves as General Manager, Sales Manager, Project Manager and your other roles, so approval routes and process tasks reach the right people.Approval routes
Decide who approves offers, awards, gates, budget increases, submittal reviews and purchase orders, in which order, when a step applies, and when a waiting request is escalated.Set up delivery users (drivers and couriers)
Register the drivers and couriers who deliver your sales invoices, link in-house drivers to their employee record and deactivate those who stop working with you.Record delivery commissions for payroll
List the invoices each driver delivered, record a bonus per invoice and let payroll pay it to the driver's linked employee.
Organization
Keep your company details up to date
Maintain the company name, contact details and address that appear in the letterhead of your printed and PDF documents.Create and manage branches
Add a branch with its contacts and address, decide whether it may sell beyond the stock on hand and set a minimum markup over cost. Each branch gets its own copy of the chart of accounts.Set a branch's default GL accounts
Choose the accounts a branch posts to automatically for sales, returns, discounts, customers, suppliers, cheques, cost of sales, the cash box, stock variances and goods in transit.Set up warehouses
Add a warehouse to a branch, choose its type and storekeeper, and link it to its own stock account in the chart of accounts.Set up currencies and the base currency
Add the currencies you trade in, give each a code and symbol, and choose the default currency that all amounts and exchange rates are based on.Set up taxes such as VAT
Define each tax rate you charge or pay, decide whether it is added to the item's cost, and link it to its sales and purchase tax accounts.Adjust payment terms
Review the payment terms offered on invoices, change the number of days each one allows and deactivate the terms you do not use.
Configuration
Set the default paper size and footer message
For each branch, choose the default paper size (A4, A5 or a thermal roll) and the message printed at the foot of payslips, work orders and account statements.Set a branch's sales invoice defaults
Choose the warehouse, customer, price list, delivery user, payment terms and unit that new sales invoices start with, and decide how the invoice discount, stock withdrawals and offline POS sales behave.Set loading-time targets for warehouses
For each branch and warehouse, define load tiers by number of items and quantity, and the maximum time in minutes that loading an order of that size should take.
System
Arrange the main menu and hide unused links
Put your most-used modules first in the main bar, move the rest under More, and hide individual menu links your company never uses.Compare supplier prices with a pricing order
Record the prices several suppliers quote for the same items, compare them with what you pay today, then turn the sheet into a purchase order.Choose which notifications your company sends
Switch each notification on or off for the whole company, choose its channels - in-app, e-mail, SMS, WhatsApp or mobile push - and choose who receives it. Every notification comes with ready wording.Which notifications Rocket ERP sends
The notifications each module sends, what triggers them and who receives them - from purchase order approvals and low stock to leave requests, payslips and project reminders.Notification usage and monthly message allowances
See how many e-mails, SMS, WhatsApp messages and mobile push notifications your workspace sent this month against your plan's allowance, what they were about, and what happens at the limit.Preview, test and change a notification's wording
See what a notification looks like on each channel in English and Arabic, send yourself a test, and replace the ready wording with your own - or go back to it at any time.Check sent notifications and resend failures
Use the Delivery tab to see every notification the system tried to send, filter by channel and status, read why a message failed or was held back, and send it again.Review changes with the audit trail
See who added, edited or deleted which record and when, compare the values before and after each change, and export the log to Excel or PDF.See which screens each user opened
The page access log lists every screen and address each user visited, with the time of the visit, so you can check who looked at sensitive information.
Data import
How bulk import from Excel works
Every import screen follows the same four steps - download the template, fill it in, upload it and fix the rows that failed. Learn the rules once and use them for every import.Import suppliers from Excel
Create many suppliers at once from the Excel template, each with its own account in the chart of accounts and an optional opening balance.Import items and categories from Excel
Load your category tree and your item master from Excel templates, including each item's prices, units and barcodes, before you record any stock.Import exchange rates from a CSV file
Load many currency rates at once from a CSV file, matched by currency code and effective date. Importing the same file again updates the rates instead of duplicating them.
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