Setup

Overview

Setup Module – Business Overview (Dafater)

Business Purpose and Scope

The Setup module in Dafater is the foundation of the entire business system. Its purpose is to define and standardize the core business structures, rules, and master data that all other operations rely on. This module ensures that the organization operates with clear governance, consistent data, and controlled access across departments, branches, and roles.

In simple terms, Setup answers the question: “How is the business structured, who can do what, and under which rules?”

Business Functions Covered

The Setup module covers essential organizational and administrative functions, including:

Company and Organizational Structure
- Defining companies, branches, departments, and designations
- Reflecting the real-world hierarchy of the business in Dafater
Access and Authorization Governance
- Establishing authorization rules and controls
- Ensuring users can only perform actions relevant to their role and responsibility
Customer and Market Segmentation
- Grouping customers for reporting, pricing, and policy purposes
- Managing brands associated with products or services
Operational Support Entities
- Managing drivers and other supporting roles required for daily operations
Financial and Currency Foundations
- Defining currencies and exchange rates used across transactions

How It Supports Business Operations

The Setup module supports daily business operations by:

Creating consistency across all transactions, reports, and workflows
Reducing risk through clearly defined authorization and approval controls
Improving efficiency by ensuring departments, branches, and roles are pre-defined and standardized
Enabling scalability, allowing the business to add new branches, teams, or markets without disrupting operations

Without proper setup, downstream processes such as sales, finance, HR, and logistics cannot function reliably.

Key Features and Capabilities (Business Perspective)

Authorization Control & Authorization Rules
- Protect sensitive data and transactions
- Enforce approval hierarchies and segregation of duties
Company & Branch Management
- Support single or multi-company operations
- Enable branch-level accountability and performance tracking
Department & Designation Definition
- Align system roles with organizational roles
- Support HR, approvals, and internal reporting
Customer Grouping
- Enable targeted pricing, policies, and analysis by customer category
Brand Management
- Maintain clarity across products or service lines linked to different brands
Currency Exchange Management
- Support multi-currency operations and accurate financial reporting
Driver Records
- Support delivery, logistics, or service operations where drivers are involved

Integration with Other Business Processes

The Setup module integrates seamlessly with all other business processes in Dafater:

Sales & Customer Operations
- Uses customer groups, branches, and authorization rules
Finance & Accounting
- Relies on company structure, currency exchange, and access controls
Human Resources
- Uses departments, designations, and authorization structures
Operations & Logistics
- Depends on branches, drivers, and role-based access

Because Setup defines the “rules of the game,” every other module depends on it to function correctly, securely, and efficiently.

Summary

The Setup module is the backbone of Dafater. It establishes the organizational structure, governance rules, and master data that ensure all business activities are aligned, controlled, and scalable. A well-configured Setup module leads to smoother operations, stronger compliance, and better decision-making across the entire organization.

Module Name: Setup

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