DUTCH ERP Tutorial
1. Introduction
This video demonstrates how to use a specific module within DUTCH ERP. It walks through the setup, daily operations, and integration points so that you can apply the feature effectively in your organization.
By the end of this guide, you will know how to:
-
Configure the module before use
-
Create and manage records
-
Approve, validate, and track documents
-
Integrate with related modules (e.g., invoicing, accounting)
-
Apply best practices for security and consistency
2. Key Concepts & Terminology
| Term | Meaning |
|---|---|
| Record / Document | A unit of operation, such as a contract, payment, or recurring item |
| Status | Stage of the document (Draft, Pending, Approved, Active, Completed) |
| Template / Default Settings | Predefined settings that simplify record creation |
| Roles / Permissions | Define which users can create, edit, approve, or delete records |
| Integration / Linking | How this module connects to others (e.g., invoicing, accounting, client management) |
3. Configuration
Before working with this module, complete these setup steps:
-
Activate the Module
-
In the system settings, confirm that this module is enabled.
-
-
Define Templates or Defaults
-
Create templates with standard values (currency, terms, conditions).
-
Helps users create new records quickly and consistently.
-
-
Set Permissions
-
Assign permissions to user roles.
-
Restrict sensitive actions (e.g., deleting or approving records) to managers or admins.
-
-
Establish Integrations
-
Link the module to invoicing, accounting, or client modules.
-
Make sure required relationship fields (client, date, amount) are defined.
-
4. Workflow / Daily Operations
4.1 Creating a New Record
-
Navigate to the module (e.g., Contracts, Payments, Recurring).
-
Click New / Create.
-
Fill out key details:
-
Client or linked entity
-
Start date and duration
-
Terms, conditions, amounts, and description
-
-
Save as draft or activate directly.
4.2 Editing or Modifying Records
-
Open an existing record.
-
Update details such as terms, dates, or amounts.
-
Save changes.
-
If required, send for approval.
4.3 Approvals and Validation
-
Authorized users review records.
-
Once approved, the record may become locked against further edits.
-
Approval history is logged (who approved, when).
4.4 Automatic Linking / Generation
-
When a record is approved or activated, it may generate linked items (e.g., invoices, payments).
-
Data automatically flows into accounting or client modules.
4.5 Reporting and Tracking
-
Use the reports dashboard to monitor:
-
Active vs. expired records
-
Pending approvals
-
Client-based or date-based summaries
-
-
Export data for analysis if needed.
5. Best Practices
-
Test with sample data first — verify workflows before going live.
-
Use templates — ensure consistent structure across records.
-
Restrict permissions — only trusted roles should modify or cancel records.
-
Audit logs — review changes regularly.
-
Monitor active records — renew, update, or close them on time.
-
Train users — make sure staff understand the workflow and approval process.
6. Summary
This DUTCH ERP module provides a structured way to manage business records such as contracts, payments, or recurring items. By setting up templates, defining permissions, and using the approval workflow, you ensure data accuracy and operational control. Integration with invoicing and accounting modules provides seamless business continuity.