The File Manager feature in Centegra Plus provides a versatile solution for storing files seamlessly within the system.
Files can be effortlessly uploaded and accessed across various key sections in Centegra Plus, enhancing accessibility and organisation. These include:
- File Manager: The central repository for all uploaded files.
- Supplier Orders: Ideal for attaching dispatch notes or invoices.
- Cash Purchase: Convenient for uploading petty cash receipts.
- Transfers: Useful for attaching dispatch or receipt paperwork.
- Products: Enables the attachment of files such as recipe cards or product photos.
- Stock Periods / Cash Periods: Perfect for uploading end-of-period documents.
- Bank Deposits: Facilitates the attachment of bank deposit slips.
Regardless of where a file is uploaded, users can conveniently retrieve and manage files within the dedicated File Manager section.
The File Manager employs a folder-based organisation system. Folders can be tailored to specific sites, ensuring access restrictions for enhanced security. When logged into the Head Office site, users gain visibility into all folders within the company. Moreover, access to folders can be fine-tuned based on designated areas (e.g., files exclusively uploaded via Cash Purchase) and the File Manager section itself, providing a flexible and secure file management environment.
For information on managing files within File Manager, see: