Overview
In Sanka, there are three key components that structure the way data is organized and managed: Modules, Objects, and Records.
These elements work together to streamline your business operations, ensuring efficient management of data, from inventory and orders to customer details and transactions.
This article explains the relationship between Modules, Objects, and Records in Sanka and how they contribute to optimizing business processes such as inventory management, procurement, sales, and customer relationship management.
What are Modules in Sanka?
Modules in Sanka are main categories that represent different business processes. Each module groups related Objects that help streamline specific areas of business management.
Modules provide a clear separation of data, making it easier to manage your business activities.
Key Modules in Sanka:
Items Module:
- Objects included: Items, Inventory, Transactions, Locations
- Purpose: This module centralizes item management. It helps businesses track product details, inventory levels, stock movements, and manage storage locations.
Procurement Module:
- Objects included: Purchase Orders, Bills, Expenses
- Purpose: This module streamlines procurement processes by helping businesses manage supplier relationships, track purchase orders, process bills, and manage expenses related to procurement.
Orders Module:
- Objects included: Orders, Subscriptions, Estimates, Delivery Notes, Invoices, Receipts, Slips
- Purpose: The Orders module focuses on managing customer orders, including tracking order status, managing recurring subscriptions, issuing invoices, and generating delivery and payment receipts.
Contacts Module:
- Objects included: Contacts, Companies, Cases, Campaigns, Messages
- Purpose: The Contacts module manages all customer and business relationship data. It organizes contacts, company information, customer support cases, marketing campaigns, and communication logs.
What are Objects in Sanka?
Objects are components within a module that represent actual elements of your business.
An object in Sanka represents products, purchase orders, customer records, or sales invoices, depending on the module.
Each Object corresponds to a specific business element and contains multiple Records.
Examples of Objects in Different Modules:
Items Module:
- Items: Represents individual products or services, containing essential information such as product ID, description, and stock levels.
- Inventory: Tracks stock levels and locations, ensuring you always know the status of your products.
- Transactions: Logs all inventory movements, whether incoming or outgoing, such as shipments and returns.
- Locations: Manages the various warehouse or storage locations where your products are stored.
Procurement Module:
- Purchase Orders: Contains details of orders placed with buyers, including product quantities, prices, and delivery information.
- Bills: Manages buyers invoices and keeps track of outstanding payments.
- Expenses: Tracks procurement-related business expenses to ensure financial oversight.
Orders Module:
- Orders: Tracks customer orders, ensuring you have a clear view of what products or services have been sold and delivered.
- Subscriptions: Manages recurring customer orders or subscriptions.
- Estimates: Allows for the creation of quotes and cost estimates for customers.
- Delivery Notes: Manages delivery payment details for customer orders.
- Invoices: Manages customer billing and ensures payment requests are accurate and timely.
- Receipts: Records customer payments and receipts for transactions.
- Slips: Manages payment slips for order processing.
Contacts Module:
- Contacts: Manages individual customer or business partner contact details.
- Companies: Stores data about the companies you do business with, including key points of contact and company-related activities.
- Cases: Tracks customer service requests and resolutions to ensure customer satisfaction.
- Campaigns: Manages marketing campaigns and tracks their performance.
- Messages: Logs all communications with customers or business partners, ensuring a seamless communication history.
What are Records in Sanka?
Records are individual entries within an object. A Record contains detailed, specific data for each entry, and it is the most granular level of information in the Sanka system.
For example, a Record in the Items object could represent a unique product, while a Record in the Contacts object might represent an individual customer.
By organizing data into Records, Sanka enables users to capture and track detailed information on a per-entry basis, making it easier to manage large amounts of data across multiple business processes.
Examples of Records:
- Items Object: Each Record might represent a unique product, with fields like Item ID, Description, Stock Quantity, and Price.
- Purchase Orders Object: A Record would represent an individual purchase order, containing details like Order Number, Supplier Name, Order Date, and Total Amount.
- Contacts Object: Each Record would represent a customer or contact, with fields for Name, Phone Number, Email Address, and other contact information.
Conclusion
In Sanka, Modules, Objects, and Records are structured to help businesses manage their operations efficiently by organizing data into logical, easy-to-navigate categories.
By understanding how these components work together, businesses can automate processes, gain better control over data, and streamline workflows across multiple areas, from inventory and procurement to sales and customer management.
- Modules: Represent functional areas of the business (e.g., items management, procurement, orders, contacts).
- Objects: Contain related data for each business function (e.g., items, inventory, bills, orders, companies).
- Records: Represent specific data entries within objects (e.g., individual products, customer orders).
With this structured approach, Sanka empowers businesses to better manage their data and enhance productivity across multiple business functions.
If you need further assistance, feel free to contact our support team or explore more articles in the Help Center.
