Customizing Module Visibility

Customizing Module Visibility

Overview

iVendNext supports industries like Manufacturing, Retail, and Education. Its features are grouped into dashboard Modules shown as cards. This guide explains how to customize which modules are visible to suit your business.




Understanding Modules in iVendNext

Modules are dedicated sections that group related features. Examples include:


  • Core Modules: Human Resources, Accounting, CRM.

  • Industry-Specific Modules: Manufacturing, Retail, Education.


Each module appears as a card on the dashboard, ensuring easy access to relevant tools.



How to Customize Module Visibility

1. Globally Show or Hide Modules

You can hide modules that are irrelevant to your business. For example, a service-based company may disable the Manufacturing module.


Steps:


  1. Navigate to the iVendNext Home Page.

  2. Click on Show/Hide Modules (located in the top-right corner).

  3. Check or uncheck the modules you wish to display or hide.


Note: You can click on your username, select 'Everyone', and manage module visibility from there.



2. Role-Based Module Visibility

Modules automatically hide for users who lack permissions for documents within them. For instance:


  • If a user has no access to Purchase Orders or Suppliers, the Buying module will be hidden.


Troubleshooting Missing Modules:
If a module is not visible despite having permissions:


  1. Verify User Roles: Ensure the user has the correct role (e.g., "Website Manager" for the Website module).

  2. Check Role Permissions: Go to Role Permission Manager to confirm access rights.

  3. Enable the Module: Under Settings > Allow Modules, ensure the module is enabled.



Best Practices for Module Management

Some of the best practices are:


  1. Audit User Roles Regularly: Ensure roles align with business processes.

  2. Hide Unused Modules: Reduce dashboard clutter for better focus.

  3. Test Changes: Reload the system after updates to confirm visibility adjustments.



    • Related Articles

    • Understanding and Customizing Modules

      Overview iVendNext supports businesses of all sizes across industries like Retail, Manufacturing, and Education. Its features are grouped into Modules, shown as cards on the dashboard. This article explains how to use and customize these modules to ...

    • Creating and Customizing Workspaces

      Overview iVendNext Workspaces act as custom hubs for tasks like sales, inventory, or HR. You can organize tools your way to stay efficient. This article shows how to create and customize Workspaces to improve team productivity. Understanding ...

    • Creating and Customizing Dashboards

      Overview This article gives you an overview of iVendNext dashboards, which present key business metrics in clear visuals to help you track sales, inventory, and payments for faster, data-driven decisions. This guide walks you through the step-by-step ...

    • Customizing Print Formats for Documents

      Overview Print Formats in iVendNext determine how documents like Sales Orders, Invoices, or Purchase Receipts appear when printed or saved as PDFs. Customizing them helps present key details clearly and professionally, aligned with your business ...

    • Customizing Button Panel Controls for Efficient POS Operations

      Overview This article will walk you through creating, customizing, and optimizing button panels to match your store's unique workflow. 1. Understanding Button Panel Controls Button Panel Controls are customizable grids of buttons that: Execute POS ...