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398 total results found

Overview

Warehouses Goods transfers

Goods transfers provide an easy way to transfer products (goods) between warehouses and warehouse locations within the ERP.  Goods transfers allow users to quickly and efficiently perform movements of inventory, ensuring accurate tracking of stock and maintai...

goods-transfers
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Create new goods transfer

Warehouses Goods transfers

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Update existing goods transfer

Warehouses Goods transfers

Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels.  Descriptions of goods transfers can be changed, but all othe...

goods-transfers
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Delete goods transfer

Warehouses Goods transfers

Goods transfers can be deleted by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first. Goods transfers with no stoc...

goods-transfers
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Overview

Warehouses Goods rebooks

Products can be converted into other products by "rebooking" them with goods rebooks. Goods rebooks are used to correct or adjust inventory records to address discrepancies or changes in stock management while preserving data integrity. Goods rebooks are com...

goods-rebooks
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Create new goods rebook

Warehouses Goods rebooks

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Update existing goods rebook

Warehouses Goods rebooks

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Delete goods rebook

Warehouses Goods rebooks

This action requires the "delete goods rebook" permission. Goods rebooks cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods rebooks need to be canceled first. Goods rebook cancelation is currently not...

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Overview

Warehouses Goods writeoffs

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Create new goods writeoff

Warehouses Goods writeoffs

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Update existing goods writeoff

Warehouses Goods writeoffs

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Delete goods writeoff

Warehouses Goods writeoffs

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Cancel goods transfer

Warehouses Goods transfers

Goods transfers can be canceled by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".  When canceling a goods transfer, make sure that it is...

goods-transfers
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Overview

Purchases Goods receipts

Goods receipts are primarily used to "receive" materials into stock. Goods receipts are used for documenting and confirming the receipt of goods or materials into inventory, ensuring accurate records and supporting various processes within the ERP.  They u...

goods-receipts
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Create new goods receipt

Purchases Goods receipts

This action requires the "update work order" and "create goods receipt" permissions. New goods receipts are not created with a "create" form. Instead, creation of goods receipts is done from the work order's details page.  To create a goods receipt, open a w...

goods-receipts
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Update existing goods receipt

Purchases Goods receipts

This action requires the "update goods receipt" permission. Goods receipts should generally not be updated, because they serve as a critical record for stock inventory, procurement, and financial processes. Altering them can compromise data integrity and dis...

goods-receipts
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Cancel goods receipt

Purchases Goods receipts

This action requires the "cancel goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".  When canceling a goods receipt, make sure that it is the receipt...

goods-receipts
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Delete goods receipt

Purchases Goods receipts

This action requires the "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...

goods-receipts
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Releases

General

The ERP system is continuously being improved, new features and bug fixes are being implemented. When an new version of the ERP is ready (one that includes implemented features and/or important corrections), the development team releases it to "production", up...

general-info
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Overview

Code lists Countries

Countries are essential for configuring location-specific settings and ensuring compliance, localization, and efficiency in global operations. The ERP contains a list of over 250 countries. Countries cannot be added or deleted by users. They are used to defi...

countries
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