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ENTERPRISE SECURITY & CONFIG

Jewellery ERP Administration, User Roles, Voucher Types & CRM Software

Enterprise Security, Custom Voucher Numbering, Activity Logs & WhatsApp CRM

Enterprise jewellery software must adapt to your company's hierarchy, security standards, and customer communication channels. GoldMatrix's Settings & Admin module provides complete administrative control. Configure custom voucher types with branch-specific prefixes, enforce granular role-based permissions, monitor an immutable real-time activity log for forensic auditability, and set up automated WhatsApp CRM rules for customer birthday greetings, scheme reminders, and rate updates.

CORE CAPABILITIES

Engineered Specifically for Settings & Admin

Set Software

Configure company details, multiple branch entities, fiscal calendars, currency symbols, and default gold/silver purity standards.

  • Multi-branch entity configuration
  • Fiscal calendar settings
  • Purity standard definitions
  • Branding & logo setup

Voucher Type

Create custom voucher series for retail tax invoices, wholesale bills, estimate slips, repair receipts, and jobwork with custom prefix numbering.

  • Branch-specific voucher prefixes
  • Automatic sequential numbering
  • Custom voucher layout mapping
  • Separate tax & estimate series

User Management

Define granular roles (Director, Store Manager, Cashier, Accountant, Karigar Head) with button-level read, write, edit, and delete permissions.

  • Granular module permissions
  • Manager OTP approval rules
  • Session timeout & multi-device control
  • Biometric login support

Activity Log

Immutable security log recording every user action, IP address, timestamp, old value, and new value for 100% internal fraud prevention.

  • IP address & timestamp tracking
  • Before & after value comparison
  • Bill modification / deletion alerts
  • Exportable audit logs for compliance

CRM

Set up automated WhatsApp and SMS triggers for customer birthday wishes, anniversary offers, kitty scheme due dates, and live rate alerts.

  • WhatsApp Business API integration
  • Automated birthday & anniversary triggers
  • Payment reminder templates
  • Promotional campaign broadcast
LIVE INTERFACE PREVIEW

Role Permission Matrix & Immutable Activity Audit Log

Visual display showing the User Role Permission Matrix with granular button-level access checkboxes, alongside the Live Activity Log tracking user edits with timestamps.

  • Button-level user permissions prevent unauthorized discounts and data export
  • Immutable activity log records forensic before-and-after values with timestamps
  • Automated WhatsApp CRM workflows engage customers and boost repeat store visits
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Settings & Admin Software Interface
BUILT SPECIFICALLY FOR

Enterprise Owners, IT Directors & Showroom System Administrators

Built for enterprise owners, IT directors, and system administrators who require bank-grade access security, customized voucher numbering, and automated customer marketing.

FREQUENTLY ASKED QUESTIONS

Questions About Settings & Admin

Can we customize invoice numbering prefixes for each branch showroom?
Yes. You can create independent voucher numbering series with custom prefixes (e.g. DXB-INV-2026-0001, MUM-RET-2026-0001) for each branch.
How does the Activity Log prevent employee fraud?
The immutable activity log records every critical action — bill cancellations, discount overrides, backdated entries, and stock adjustments — with the staff member's name, IP, and timestamp.
How does the WhatsApp CRM automation work?
GoldMatrix connects with the WhatsApp Business API to automatically send transactional bills, payment receipts, order ready alerts, and promotional greetings on customer birthdays.
Can we restrict cashiers from giving discounts without manager approval?
Yes. You can configure permission rules requiring a manager OTP or biometric authorization whenever a cashier attempts to apply a discount above a set limit.

Ready to Experience Settings & Admin in Action?

Join 1,500+ jewellery businesses who have simplified operations and eliminated errors with GoldMatrix ERP.