File Management

Users, roles, templates and document storage.

Overview

File Management is the access-control and document-management home for the application. Set up users, group them into roles, override individual rights where needed, and manage the templates and attached documents that everyone shares.

Standard Users

Add, edit and disable user logins. Each user is linked to a staff record (for accountability) and to a default location. Disabling rather than deleting is the standard practice — the user's historical activity remains traceable.

Roles

Named bundles of menu rights (Admin / Manager / Operator / Auditor / Read-Only are typical). Assigning a role to many users is much easier than per-user rights; use roles for the rule and individual access overrides for the exception.

Access Setting

Per-menu, per-user override of role rights — grant or deny one screen for one user without changing the role. The screen also controls action-level rights (view / add / edit / delete / approve) so you can give a user read-only access to a sensitive area.

Templates

Invoice, slip, label and report layouts. Designed with a visual drag-and-drop editor — no code. Each template is versioned; the previous version stays available so you can compare or roll back.

Document Storage

Where attachments (PDFs, images, scans) live on disk. Configurable per-document-type so different categories can go to different folders or storage tiers. Documents are encrypted at rest and indexed for full-text search where supported.

Audit Log

Searchable log of every login, every voucher save, every master change and every setup edit. The first place to look when something looks wrong; the answer is usually "user X did Y at time Z". The audit area surfaces a family of screens grouped by what is being tracked — menu activity, user logins and the raw log list.

Audit / log menu

The audit screens live under the System branch — menu / user logging and audit entries are reached from there.

Welcome screen — System menu with logging / audit entries
Welcome screen — System branch with menu and user logging / audit entries.
System submenu expanded — logging entries
System submenu — expanded list of logging entries.

Log List

The Log List is the raw chronological event stream — every recorded event in order.

Log List — chronological event stream
Log List — chronological event stream of every recorded action.

Log Category

The Log Category screen filters the same data by category (login, save, master-edit, setup) for narrower review.

Log Category — filtered audit view
Log Category — category-filtered audit view.

Three variants of the menu-activity log roll up which menus were opened by whom. Pick the variant whose column set fits your review.

Menu activity log — variant 1
Menu Log 1 — menu-activity rollup, primary variant.
Menu activity log — variant 2
Menu Log 2 — second variant with a different column set.
Menu activity log — variant 3
Menu Log 3 — third variant for the deepest column set.

User-activity & login logs

User-side audit screens cover who logged in, who is currently logged in, and the historical login list.

User activity log — variant 1
User Log 1 — user-activity rollup.
Currently-logged-in users report
User Logged — report of users currently logged in.
User Logins history
User Logins — historical login record.
User Logins — secondary view
User Logins — secondary view of the same data at a different timestamp.

Session Settings

Idle timeout, force-logout threshold, password-policy enforcement and concurrent-session limits. Tighten these for installations that handle financial data; relax for shop-floor terminals if they cause too many forced logouts.

Data exchange

The data-exchange tools move master and transaction data into and out of ZN ERP — for bulk go-live loads, for routine sync with web stores and supplier portals, and for handing data off to external auditors.

Import Data

The Import Data wizard accepts Excel / CSV payloads for the master tables — items, parties, opening stock, opening balances. The wizard validates each row before commit so bad data never reaches a live table.

Import Data wizard for bulk master uploads
Import Data — bulk master-data upload wizard with row-by-row validation.

Data-X-Change

The Data-X-Change wizard handles the round-trip exchanges — Item List, Location List, Auto E-Mailer, Web PO Download, Screening, User List. Each option drives a different sync pattern with an external system.

Data-X-Change wizard showing six exchange options
Data-X-Change — six round-trip exchange options for masters and ad-hoc payloads.