CRM Wiki | USER MANUAL FOR KPIP ADMINISTRATOR FUNCTIONS

USER MANUAL FOR KPIP ADMINISTRATOR FUNCTIONS

Administrator KPIP

Jessica

Last Update 8 months ago

INTRODUCTION

The KPIP administrator is responsible for configuring settings within KPIP to align with all aspects of the organization or company to which they belong. In pursuit of this, the administrator possesses several access privileges accessible through the KPIP dashboard's functionalities section. These privileges encompass company parameters and the Users functionality.

I - COMPANY SETTINGS

By clicking on the "Company Settings" feature, a new page will appear. From left to right, you will find the following elements: general settings to manage dashboard settings and account types related to payment processes, AMS to manage fund types, AMS expense types, accounting entries, taxes, payment accounts, and transit accounts for bank transfers, IMS to manage inventory updates, HRM to manage HRM expense types, HRM leave types, leave rules, and leave settings, and BOS for BOS Standards settings.

1 - General SettingsThis section is subdivided into three parts.

The first part allows you to integrate into KPIP the information related to your company, such as the company name, address, acronym, logo, etc. These data will be automatically displayed on invoices, pay slips issued by the company, as well as on sent emails. To add your company's data, please fill in the fields under the heading "General Settings", then click on the "Save Changes" button to save your changes.
The second part allows you to integrate and forecast the information as well as the data related to your company that will be displayed on the KPIP dashboard. This includes a general message for all staff, as well as charts showing the status of your relationships with your customers, the status of your stock inventory, your human resources, and your accounting, according to your preferences. To integrate and display this company information, please complete the fields under the heading "Dashboard Settings", then click on the "Save Changes" button to save your adjustments.
The third part allows you to choose default or specific accounts to record amounts during financial transactions related to payments received or made by the company. To add the processing account settings for your company, please fill in the fields under the heading "Payment Processing Account Type", then click on the "Save Changes" button to save your changes.

2 - AMSThis feature allows you to record all types of funds, AMS expense types, accounting entries, taxes, payment accounts, and transit accounts for bank transfers available to your company, in order to facilitate and organize financial movements.When you access the "AMS" section, it is subdivided into six parts.

The first part, "Manage fund types" allows you to record the various types of funds held by your company, to facilitate and organize financial flows in the field of accounting. When you access the "Manage fund types" section, you will see a list of all registered AMS fund types.

The "Show Entries" option gives you the flexibility to define the number of fund types you want to display per page.The "Search" option allows you to quickly find a specific fund type by entering its name.To add a fund type under the heading "Manage fund types" please click the "Add" button and fill in the fields, then click the "Save" button to save your changes.

The second part, "Manage AMS Expense Types" allows you to record the various AMS expense types held by your business, facilitating and organizing financial flows within the accounting domain. When you access the "Manage AMS Expense Types" section, you will see a list of all registered AMS expense types.

The "Show Entries" option provides you with the flexibility to define the number of AMS expense types you want to display per page.The "Search" option allows you to quickly find a particular AMS expense type by entering its name.To add an AMS expense type under the heading "Manage AMS Expense Types" please click on the "Add" button, fill in the fields, and then click the "Save" button to save your changes.

The third part, "Accounting Entry", allows you to set up the entry of taxes, revenues, and accounts during the accounting entry process to ensure the accuracy and consistency of the company's financial records.

To modify the accounting entry settings for your company, please fill in the fields under the heading "Accounting Entry" and then click the "Save" button to save your changes.

3 - IMSThis feature allows you to apply update types to the inventory your company holds. Its purpose is to apply evaluation methods to each type of inventory to determine the value of your company's stocks at the end of an accounting period.Once you are on the "IMS" page, in the "Inventory Update Type" section, you will see listed all inventory types and evaluation methods. Apply your modifications and then click the "Save Changes" button to save your changes.

4 - HRMThis feature allows you to manage all types of HRM expenses, HRM leave types, HRM leave rules, and HRM leave settings available to your company. Its purpose is to facilitate and organize the monetary flows on the human resources side by recording money inflows and outflows.Once you're in the "HRM" section, it is subdivided into four parts.

The first part, "Manage HRM Expense Types" lists all registered HRM expense types. In the "Actions" section, you'll have the option to edit or delete an HRM expense type.

The "Show Entries" option gives you the flexibility to define the number of HRM expense types you want to display per page.The "Search" option allows you to quickly find a particular HRM expense type by entering its name.To add an HRM expense type under the heading "Manage HRM Expense Types" please click on the "Add" button and fill in the fields, then click the "Save" button to save your changes.

The second part, "Manage HRM Leave Types" lists all the recorded HRM leave types. In the "Actions" section, you will have the option to edit or delete an HRM leave type.

The "Show Entries" option gives you the flexibility to set the number of HRM leave types you want to display per page.The "Search" option allows you to quickly find a specific HRM leave type by entering its nameTo add an HRM leave type under the heading "Manage HRM Leave Types" please click the "Add" button, fill in the fields, and then click the "Save" button to save your changes.

The third part, "Manage HRM Leave Rules" lists all the recorded HRM leave rules. In the "Actions" section, you will have the option to edit or delete an HRM leave rule.

The "Show Entries" option gives you the flexibility to set the number of HRM leave rules you want to display per page.The "Search" option allows you to quickly find a specific HRM leave rule by entering its name.To add an HRM leave rule under the "Manage HRM Leave Rules" heading, please click on the "Add" button, fill in the fields, and then click the "Save" button to save your changes.

The fourth section "Manage HRM Leave Settings" allows you to configure the settings. To add an HRM leave rule under the heading "Manage HRM Leave Rules" please click the "Add" button and fill in the fields, then click the "Save Changes" button to save your changes.

5 - BOSThis feature allows you to configure mortality rate standards, consumption indices, weight standards, actual food consumption, and the waiting period before slaughters so that they are reflected on the graphical curve. Its aim is to optimize your operations, efficiently manage resources, improve animal health and productivity, and make strategic decisions based on accurate data.Once on the "BOS" page, you will see all the details regarding the "BOS Standards Settings" listed. Apply your changes, then click the "Save" button to record your modifications.

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