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ERP
Documentation for the ERP module.
Dashboard
The dashboard acts as the ERP's homepage.
Products
Sales
Purchases
Warehouses
Production
Service
Price lists
Human Resources
Users and permissions
Financial statements
Statistics
Code lists
Company
Admin
Developer
General
User profile
Resource Library
A book for sharing useful resources, found across the web.
Planner
Planner how to
Products
Product lines
Projects
Serial numbers
Fixed assets
Licenses
AGV robots
Developer tools
Goods transfers
Cache
Documents
Document types
Stock transactions
Scheduled jobs
Event actions
System options
Rebook matrix
An interface for managing ERP product rebookability.
Request promo
A page to create a promotional material order.
Announcements
Stock window
Cache
The Cache page is one of the developer tools. On this page, users with access can clear/refresh cached data from the server manually by entering the corresponding cache key. Cached data includes, among other, the dinning menu, internal and external announceme...
Developer tools
The main developer tools page contains gadgets, that enable developers with access to manage the ERP more easily.
Create goods transfer
Using this form, users with access can create a goods transfer for single work order items. All fields on this view are required. First, a movement type has to be selected. Available options are: 301, Transfer goods between locations 302, Reserve goods fo...
Troubleshooting
Voucher bank transaction not found on issued invoice Go to sales order for this invoice and find bank transaction Rename voucher to something meaningful (e.g. Voucher payment - Jure Jager) Find this transaction on invoice by new name
Setting up new work equipment
1 - Add safety standards This action requires the "create safety standard" permission. If it does not already exist, a safety standard need to be created for selected work positions. 2 - Add new work equipment This action requires the "create work equi...
Duplicated serials
Usually this happens because serial was programmed before creation in ERP: Solution: Download calibration files from serial without selected product: Upload files to other serial to the calibration_reports folder: Update additional calibration ...
My Tasks
The "My tasks" section shows a table of tasks, assigned to you. You can also use the search on the right top side of the table to search for specific tasks in the table. Next tot search is also the refresh tasks section button. You can press the start butto...
Reward system
Under "My Tasks" we can find the Reward System, Stock Market and Processes sections, that serve mostly informational purpose. Reward System Reward system section displays a graph that shows a yearly monetary amount from: customer deliveries (gray), empl...
Stock market
The stock market section shows user's a stock chart and current price of company stock. The button in the top right corner of the chart takes the user to their stock information under their profile's Stock Market tab.
Processes
The processes section shows a list of processes that concern you. You can start these processes from here. You can also search through them with the search bar, located in the top right corner of the section. The list can be refreshed with the button next to ...
Rebook Matrix
This page acts as an interface for managing what product types can be rebooked into what other product types. After a product type is selected, a switch is displayed for each available product type. These switches can be used to toggle, if products of the s...
Overview
System options are settings that are used by the administrators to customize the ERP system. These options should only be managed by people, who understand their purpose and context, as changing a key option could lead to severe issues within the ERP, if done...
Create new system option
This action requires the "create system option" permission. A new option can be created by accessing the creation form on the system options page through the "Create new" button. You get redirected to the creation form page, where you can input required i...
Update existing system option
This action requires the "update system option" permission. To update an existing system option, find it in the table, and click the "edit" button at the end of it's row. This takes you to the editing form, where you can update the option's name, slug, des...
Tables
This is one of the main page types of the ERP. Most tables look somewhat different from the one pictured below, but the core functions such as filtering and searching are identical. The table view consists of the toolbar at the top, the actual table of ent...
Create New Entry
This example uses the Create new product form. A new entry (or a new table row) can be added by navigating to the "create new" form, accessible by pressing the "+" button in the top right of the page ( if the button is present ). This takes you to the "Cre...
Exports
Most tables in the ERP offer the option to export rows, currently shown in the table, to a formatted excel file. This is done by clicking the export button with the Excel file icon. During export generating, the button displays a loading animation. Once finis...
Imports
Importing is currently only available on certain tables (eg. Products ). 1. On pressing the "Import" button, a form is shown, in the "Upload file" step, that expects file, of type excel or csv, with the required data, sorted into columns. 2. After uploa...
Notes
Notes are used for communication between people in different departments and for communication between customers and production management. Users can add notes on entries in ERP by adding comments in the "Comments" section on update pages. To add a new commen...
Search
The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. GoTo menu Clicking the running man button opens up an overlay, where you can search through available pages to find where y...