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Overview

Price lists Price list manager

This section is available only for Price List Owners. Price list manager section is used to mana...

Updated 1 year ago by Nejc

Adjusting target margins for product categories

Price lists Price list manager

You can set target margins for product categories by adjusting the percentage in the target margi...

Updated 1 year ago by Nejc

Fix technologies on work orders

Production Work orders

When updating DNC work orders, you have different types of reservation technologies: Reservation&...

Updated 1 year ago by Nejc

Downgrade license

Products Licenses

Old license: copy sale order item id from new one change ds_licence_id on serial to old one ...

Updated 1 year ago by Admin

Go To Menu

General

The two icons above navigation in menu are used for quicker navigation through the ERP and for gl...

Updated 1 year ago by Nejc

Create New Entry

General

This example uses the Create new product form. A new entry (or a new table row) can be added by ...

Updated 1 year ago by Admin

Imports

General

Importing is currently only available on certain tables (eg. Products ). 1. On pressing the "I...

Updated 1 year ago by Admin

Notes

General

Notes are used for communication between people in different departments and for communication be...

Updated 1 year ago by Admin

Filters

General

The filters section, above a table, allows user's to apply custom filtering to the table. Filt...

Updated 1 year ago by Admin

Replace product on Merch order

Sales Sales orders

Step by step guide to change product on "merch" order: Please note: you will need Order processi...

Updated 1 year ago by Nejc

Update an existing announcement

Company Announcements

This action requires the "update announcements" permission.  Announcements in the ERP are simple...

Updated 1 year ago by Admin

Create a new announcement

Company Announcements

This action requires the "create announcement" permission. To create a new announcement, you hav...

Updated 1 year ago by Admin

Delete announcement

Company Announcements

This action requires the "delete announcements" permission.  Check off the announcement that has...

Updated 1 year ago by Admin

Overview

Code lists Tags

Tags are used within the ERP to mark entries or to "tag" them as a certain thing for informationa...

Updated 1 year ago by Admin

Create a new tag

Code lists Tags

New tags can be added through the "Create new tag" form or with the "Tag editor" tool.  Create f...

Updated 1 year ago by Admin

Using tags

Code lists Tags

Tags are, in most cases, meant to inform, meaning they can be assigned to entries. Once assigned,...

Updated 1 year ago by Admin

Delete tag(s)

Code lists Tags

Tags can be deleted in the tag editor or from the table view by users with proper permissions. I...

Updated 1 year ago by Admin

Update an existing tag

Code lists Tags

Tags can be updated either with tag editor or from their own details pages. Editing in tag edito...

Updated 1 year ago by Admin

Overview

Code lists Partners

In the ERP system, partners are used to refer to external entities, usually other companies. with...

Updated 1 year ago by Admin

Create new partner

Code lists Partners

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Updated 1 year ago by Admin