Understanding Entities

Overview

Managing data is essential for business operations. This includes not only employee and customer information, but also details about other individuals and organizations businesses interact with, such as suppliers, dealers, and vendors. Effective data management ensures smooth operations and accurate tracking of critical information. To support these data needs, Effort provides the Entities module — a flexible tool for creating and managing structured data categories that align with your business requirements.

Entities are customizable data models that help you capture and store critical information for various purposes. For example, you can use them to track dealers, manage assets, monitor store performance, or organize supplier details. These entities act as master data, meaning they can be referenced and reused across the platform in forms and workflows.

For example, you can create a Supplier entity with fields such as name, contact details, product offerings, and payment terms. Similarly, an Asset entity might include attributes like serial numbers, locations, and maintenance schedules, while a Store entity could track inventory, address details, and manager information.