Users
Manage user records and associate users with appropriate operational roles, where those roles are supported.
Codithic DMS
Administration / Configuration
Configure access.Adapt operations.Keep the platform aligned.
Manage users, roles, permissions, and supported operational settings within Codithic DMS. Administration controls access to the platform, while configuration helps adapt supported capabilities to the way your distribution operation works.
Key capabilities
Control Access. Configure Operations.
Keep DMS access structured and supported operational settings aligned with your distribution processes.
Roles
Organize operational responsibilities, such as Van Sales, Presales, Delivery, and Collector, where those roles are supported.
Permissions
Control access to supported DMS capabilities through the documented role and permission model.
Configuration
Adapt supported operational settings to the organization's operating model.
How it works
User → Role → Permissions → DMS
A structured access model connects users to their operational responsibilities and the DMS capabilities they are permitted to use.
User → Role → Permissions → DMS. Accessible access model: identify the user, associate that user with an operational role, control access through the documented permission model, and let the user work within the DMS capabilities available to that role.
- 01
User
Identify the people who need access to DMS.
- 02
Role
Associate users with their operational responsibilities.
- 03
Permissions
Control access to supported DMS capabilities according to the documented permission model.
- 04
DMS
Users work within the capabilities available to their role.
This is a conceptual access model. Actual roles and permissions follow the implemented product configuration.
Operational access
Administration Supports Every Operational Role.
Codithic DMS can organize access around the responsibilities of the people using the platform, while SFA provides the mobile-first field execution layer.
Van Sales
Access context for customer visits, order creation, delivery where van stock is available, collection, and related operational records.
Presales
Access context for customer visits, order taking, and presales activity.
Delivery
Access context for assigned delivery execution, confirmation, return collection, and related operational activity where supported.
Collector
Access context for payment collection and related operational activity where supported.
Van Sales, Presales, Delivery, and Collector are examples of operational roles. Actual roles and access depend on the implemented product configuration.
Administration / Configuration
Access Control and Operational Adaptability
Administration
- Users
- Roles
- Permissions
- Access to supported DMS capabilities
Administration manages who can use the platform and which supported capabilities are available to them.
Configuration
- Supported operational settings
- Organization-specific operating setup
- Supported capability behavior
Configuration adapts supported DMS settings to the organization's operating model.
Standard Product → Supported Configuration → Business-Specific Customization
Codithic DMS provides a standard product foundation. Supported configuration can adapt the platform within its capabilities, while business-specific requirements can be addressed through customization and engineering services.
Related capabilities
One Administration Layer Across DMS Operations
Administration and configuration provide the access and operating context for the wider DMS capability set.
Master Data
Shared business information used across distributor operations.
Planning
Journey plans and delivery plans prepared before execution.
Order Management
Order creation and order handling within DMS.
Inventory
Stock context for distribution operations.
Delivery
Assigned delivery execution, confirmation, and related activity.
Collection & Settlement
Payment collection and cashier settlement.
Returns / Replacements
Return and replacement handling as distinct operational paths.
Reconciliation
Operational closeout after field, delivery, collection, and return activity.
Reports
Structured operational reports across supported DMS activity.
Administration / Configuration
Users, roles, permissions, and supported operational settings.
SFA
Mobile-first field execution for Van Sales, Presales, Delivery, and Collector.
Business value
Controlled Access. Adaptable Operations.
Structured Access
Supported roles and permissions organize access according to operational responsibilities.
Clear Responsibilities
Role and permission definitions organize access to supported DMS capabilities.
Adaptable Operations
Supported configuration can align product settings with established distribution processes.
Consistent Control
Administration provides a structured access model across the DMS operational environment.
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See how Codithic DMS can support structured access and operational configuration for your distribution business.