FAQ: What are Modules and Submodules?

Zudello organises its features and document types into a hierarchical structure using Modules and Submodules. Think of them like folders and subfolders for different business processes.

• Modules: Represent major functional areas within Zudello. Examples include:

  • Purchasing: Covers the procure-to-pay process (Requisitions, Orders, Invoices, Credits, Statements).
  • Sales: Covers the order-to-cash process (Orders, Invoices, Returns, Remittance).
  • Expenses: Manages employee expenses (Expenses, Mileage, Claims, Card Reconciliation).
  • Inventory: Manages your item catalogue and goods receipts.
  • Relationships: Manages Suppliers, Customers, and Employees.
  • Budgets: Manages budget configuration and tracking.
  • Contracts: (Future) Manages supplier/customer contracts.
  • Settings: Contains configuration options (accessed via the company menu).
  • Inbox: (Future) Centralised email management.

• Submodules: Represent specific document types or functions within a Module. Examples:

  • Within the Purchasing Module, you have Submodules like Invoice, Order, Requisition, Credit, Statement.
  • Within the Expenses Module, you have Submodules like Expense, Mileage, Claim, Card Reconciliation.
  • Within the Relationships Module, you have Submodules like Supplier, Customer, Employee.

This structure helps organise documents logically and allows permissions and configurations (like Forms, Statuses, Sentences) to be applied specifically to the relevant area of the platform. You navigate between Modules and Submodules using the main navigation menu.