Initial setup and configuration
By setting up your Nuclos Cloud individually, you lay the foundation for your work and simplify future tasks. In this guide you will find answers to typical questions about master data maintenance, user and employee administration and form configuration.
You can find your organization data in the menu: Master data → Organization.
The information is already pre-filled by us, make changes and additions directly in this area.
The data is used to create PDF forms (e.g. quotations or invoices), among other things.
You can store your company logo in the menu: Master data → Organization.
The logo then appears automatically in the header area of generated PDF forms.
Users are people who can actively log in to the Nuclos Cloud. They require a user name and password. They are also assigned roles that control visibility and authorizations.
Employees can be created independently of users. In most cases, an employee is assigned exactly one user so that they can work in the system.
Click on the cogwheel icon → Users in the menu bar at the top right. There you can create new users and assign corresponding roles.
You create employees in the menu Personnel → Employees. You can also assign roles here. These roles relate to the application logic (e.g. processing orders).
You have two options
1. automatically from an order:
Open an existing order and select in the toolbar: Generator → Create invoice.
2. manually:
Go to the menu: Order management → Outgoing invoice and create a new invoice there.
Open the desired invoice. You will find a
Please check whether the employees in question have the Order Management role and the status Active.
Two areas are available in the System menu:
Form fields: To customize individual terms or content.
Form formatting: For adapting regional formats (e.g. date or number formats).
Text modules are free text that can be inserted into PDF forms (e.g. notes or conditions). You create these in the menu System → Form modules. The text modules can later be transferred to documents.
To insert them automatically into offers, for example, go to the menu: System → Form configuration. There you can specify which text modules are to be automatically transferred to certain forms (e.g. quotations).
For further information, we recommend our Wiki or booking a personal training course. You can also contact the Nuclos Cloud team at any time by e-mail at cloud@nuclos.de.
