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Nexus ERP · User Guide

Lookups & Master Data

The single source of truth: fifty-plus lookup registers, the company register with a registry-searching capture wizard, the person master, and role-scoped document libraries.

demo.admindemo.staff

🗺Captured once, referenced everywhere

How the module fits together end to end. Colours mark who acts: navy = staff/admin, cyan = external user, green = organisation, orange = the system.

Admin
Maintain lookups50+ registers
→
Capture companieswizard + registry search
→
Capture people
↓
Every module
References the mastersone truth
→
Documents filedFile Manager

🧭1. Subject to Classroom Process

A subject captured once travels through curriculum and school to timetables and marks.

1
Capture the subject. /Lookups/Subject/SubjectOverview — the register shows, per subject, which curriculums it already belongs to. Subject register with curriculum badges
↓
2
Allocate it to a curriculum, per grade. A curriculum is the set of subjects taught per grade — compulsory or elective, with weekly periods where schools plan by periods.
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3
Assign the curriculum to a school. Per academic year — from that moment the school’s classes offer exactly those subjects (see School Management).
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4
It reaches timetables and marks. Attendance registers, mark capture and performance dashboards all speak in the subjects this register defined.

🔖Lookups

The lookup registers /Lookups/<Register>/<Register>Overview

Fifty-plus reference registers every module draws from: provinces and municipalities, NQF levels, OFO codes (major to unit), SIC codes, banks, genders, languages, qualification types, subjects (with their curriculums), grades (with phases), SETAs and more.

  1. Open the register from the Lookups menu.
  2. Add or edit inline — each grid searches, sorts and exports.
💡 Deactivate rather than delete: history keeps its meaning and the value stops being offered.
📷Screenshot slot — The lookup registers
/Lookups/<Register>/<Register>Overview

🏢Companies

Companies /MasterData/Companies/CompaniesOverview

The employer/company register; each opens to a full profile (/MasterData/Companies/CompanyProfile) with contacts, banking, branding (Brand Studio) and documents.

Companies

Add Company (wizard) /MasterData/Companies/AddCompanyProfile

The capture wizard. Typing a trading name searches the companies registry; pick from the match list and the details — including the director's information and the primary contact — fill themselves.

  1. Type the trading name (5+ characters) and pick from the registry matches, or capture manually.
  2. Complete contacts — one contact person is required; telephone numbers are optional.
  3. Address needs GPS coordinates for a company.
  4. Save — if you arrived from a supplier register, the company is linked back as a supplier automatically.
Screenshot Add Company (wizard)

👤People & documents

Persons /MasterData/Person/PersonOverview

The person master: identity, demographics, education and work history — learners, staff and contacts all resolve to a person.

Documents & File Manager /MasterData/FileManager/FileManager

The document libraries, scoped per role: Staff see all, SDPs their own provider's files plus shared training material, Employers their company's.

❓FAQ & troubleshooting

The registry search finds nothing for a company.

Capture manually — the dialog offers it; registration number entry unlocks.

Why can't I delete a lookup value?

Values in use are protected; deactivate instead so history stays intact.

Who sees which documents?

Access is scoped server-side: staff everything, organisations their own libraries only.