Purpose

This document serves as an indispensable resource within the broader context of the Complete Solution Guide: RockEye – Sales & Invoice System. It aims to provide a comprehensive Entity Module Map diagram  for the RockEye – Sales & Invoice System. The purpose is to visually represent and elucidate the various interactions and activities that users can undertake within the system. The User Activity Diagram serves as a valuable tool for understanding the flow of actions, relationships between different entities, and the overall functionality of the RockEye – Sales & Invoice System from a user perspective.

Clarity in User Interactions

Illustrate the step-by-step process of how users engage with the RockEye – Sales & Invoice System and provide a clear visual representation of the sequence of actions performed by users.

Identification of User Roles

Define distinct user roles within the system, such as Company Admin, Customer relationship manager, Sales manager, Accounting Specialist and Coordinator, and also showcase the specific activities associated with each user role.

Highlight System Features

Showcase the functionalities available to users, emphasizing key features such as quotation, order, Delivery note, Invoice, and payment management.

Enhance User Training

Include pathways and decision points that address potential errors or exceptions that users may encounter, and clarify the error-handling mechanisms, and guide users on how to navigate such situations.

1. Entity Module Map diagram
   1. Company Admin

Role(s): Owner of the business, responsible for overall sales lifecycle management of the RockEye – Sales and Invoice system.

Responsibilities

• Manages user accounts, permissions, and access levels.
• Oversees configuration of system modules and settings.
• Monitors system performance and resolves any technical issues.
• Generates reports and analyzes data for decision-making purposes.
• Ensures compliance with company policies and regulatory requirements.

Figure 1 depicts the Entity Module Map diagram of Company Admin

1. Sales Executive

Role(s): Builds and maintains relationships with customers, manages quotations, orders, and payments.

Responsibilities

• Builds and maintains relationships with customers.
• Prepares and sends quotations in response to customer inquiries.
• Processes customer orders and coordinates delivery schedules.
• Generates and sends invoices to customers.
• Tracks payment status and follows up on overdue payments.
• Provides support and assistance to customers regarding their orders and payments.

Figure 2 depicts the Entity Module Map diagram of the Sales Executive