User Manual - Flow 365
Comprehensive ERP management: payroll, clients, contracts, departments, and inventory.
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📚 Available Modules & Functionalities
Below are the modules and views available in Flow 365:
📂 System Configurations
| View | Submodule | Description | Link |
|---|---|---|---|
| Departments | - | The Department Structure view is the administrative module in charge of prioritizing the work areas of the organization and managi... | Open Manual |
| Physical Infrastructure & Mapping | - | The Physical Mapping and Infrastructure suite is the set of ERP submodules responsible for digitally modeling the assets and physi... | Open Manual |
| System Instruments | - | The Instrument Configuration view (or Instruments) is the module in charge of registering, cataloging and integrating the physical... | Open Manual |
📂 General
| View | Submodule | Description | Link |
|---|---|---|---|
| Client Management | - | The Client Management view is the ERP module intended to register and manage the accounts of corporate clients or natural persons... | Open Manual |
| Constants & Enums | - | The Constants (or Enums) Management view is the platform's technical module designed to manage lists of predefined values that f... | Open Manual |
| Contact Information | - | The Contact Information view in the CMS is the module where the customer service channels, institutional telephone numbers, WhatsA... | Open Manual |
| Default Options | - | The Default Options view is the system's analytical configuration section that allows coordinators and administrators to define de... | Open Manual |
| Payroll Management | - | The Payroll Management view (or ERP Payroll) is the module in charge of processing, auditing and monthly approval of the fees and... | Open Manual |
| Release Notes & Changelogs | - | The Release Notes (or Changelogs) view is the official communication channel within the platform that details updates, improvement... | Open Manual |
📂 System Tools
| View | Submodule | Description | Link |
|---|---|---|---|
| Audit Log | - | The Audit Log view (or Logs) is the system's security and traceability tool responsible for chronologically recording all operatio... | Open Manual |
| Communication Templates | - | The Template Management view is the system tool designed to centralize, design and manage the communication formats and documents... | Open Manual |
| Incidents & Support | - | The Incident Management view is the centralized module for recording, reporting and tracking incidents, errors or requests for new... | Open Manual |
| Maintenance Scripts | - | The Script Console is an advanced level maintenance and support tool within the ERP, designed for the controlled execution of sche... | Open Manual |
📂 CMS Modules
| View | Submodule | Description | Link |
|---|---|---|---|
| About Us | - | The About Us view in the CMS is the administrative module in charge of managing the main institutional content displayed on the pu... | Open Manual |
| Consumers & Success Stories | - | The Consumer view in the CMS is the module in charge of managing the list of featured clients, success stories and institutional t... | Open Manual |
| Contact Information (CMS) | - | The Contact Information view in the CMS is the module where the customer service channels, institutional telephone numbers, WhatsA... | Open Manual |
| Digital Products (CMS) | - | The Digital Products view in the CMS is the module that manages the catalog of software, applications, licenses or digital solutio... | Open Manual |
| FAQs | - | The Frequently Asked Questions (FAQs) view in the CMS is the manageable module designed to parameterize the common questions, quic... | Open Manual |
| Partnerships & Alliances | - | The Associations and Alliances view in the CMS is the module in charge of managing the catalog of agreements, strategic allies and... | Open Manual |
| Published Services (CMS) | - | The Published Services view in the CMS is the module where the offer of technological, professional or consulting services display... | Open Manual |
📂 General Modules
| View | Submodule | Description | Link |
|---|---|---|---|
| Countries & States | - | The Country and State Configuration view is the module in charge of parameterizing the territorial division and geographic locatio... | Open Manual |
| Memberships & Licenses | - | The Membership Administration view is the module in charge of managing the licensing and payment plans applied to the different or... | Open Manual |
| Organizations | - | The Organization Administration view is the centralized module where the different legal or commercial entities registered in the... | Open Manual |
| Roles & Permissions | - | The Roles and Permissions Management view is the security module that allows you to define the access levels and privileges of use... | Open Manual |
| System Attributes | - | The Custom System Attributes view is the advanced management console designed to structure, customize, and manage the general dyna... | Open Manual |
| System Languages | - | The System Languages view is the internationalization administrative console (i18n) in charge of creating, consulting, editing a... | Open Manual |
| System Menus & Navigation | - | The System Menus view is the navigation architecture console responsible for configuring, creating, editing, deleting and exportin... | Open Manual |
| System Products | - | The System Products view is the administrative console in charge of the general administration of platform products and applicatio... | Open Manual |
| System References | - | The System References view is the administrative console in charge of consulting, registering, editing and deleting global system... | Open Manual |
| Tag Management | - | The Tag Management view is the module in charge of creating, consulting, editing, deleting and exporting visual tags for general s... | Open Manual |
| User Management | - | The User Administration view is the section of the platform that allows you to control the access of staff and collaborators to th... | Open Manual |
📂 Control Panel
| View | Submodule | Description | Link |
|---|---|---|---|
| Collaborator Contracts | - | The Collaborator Contract Management (or User Contracts) view is the ERP module intended for the registration, salary control and... | Open Manual |
| Device Inventory & Hardware | - | The Device Inventory (or Hardware Management) view is the ERP module in charge of controlling, pricing and assigning technological... | Open Manual |
| Expense Reimbursements | - | The Refund Management view is the ERP module in charge of processing, auditing and legalizing requests for refunds for representat... | Open Manual |
| Project Users Assignment | - | The User and Project Linking view is the ERP section designed to manage the allocation of the organization's human capital to the... | Open Manual |
| Projects | - | The Project Management view is the central ERP module that allows you to record and parameterize the operations and assignments of... | Open Manual |
| Time Tracking | - | The Time Tracking view is the ERP module designed to record and control the work hours invested by collaborators in the organizati... | Open Manual |