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Receive material from purchase
The action requires the "create goods receipt" permission. An existing purchase order can be used to receive purchased material to stock. Material from one purchase order can be received with multiple goods receipts, if needed. To do this, go to the purch...
Update existing warehoues locations
This action requires the "update warehouse locations" permission. The warehouse location's name, description or product line can be changed at any time with no conflicts. Warehouse location's warehouse can be updated, but should be done carefully, as changin...
Create new document
To add a new document into the ERP, contact your ERP's administrator.
Global search
The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. Clicking the magnifying glass button opens up the global search overlay, where you can search for items by document numbers,...
Adding new attendance requests
In some cases, an employee is unable to submit a request due to certain exceptional reasons (e.g. illness). In those cases, you can submit one for them. You can do this in two ways, directly by clicking on the calendar, or by selecting the "Add request" butt...
Update work position
This action requires the "update work position" permission. Through the update form, you can manage: Name and international title of the work position: If the work position does not have a different international title, it can be the same as the nam...
Update existing work location
This action requires the "Update work locations" permission. Updating a work locations name will not cause any issues, as long as the name is unique. Settings a work location as "hidden", however, will have more of an impact, as this setting determines, if a...
Update existing rewards/bonuses
This action required the "Update rewards and bonuses" permission. When editing an existing reward/bonus, keep in mind that alterations could require additional explanations. Only rewards/bonuses, that have selected month in the future, can be edited. Rewards...
Update existing attendance event type
This action requires the "Update attendance event types" permission. Updating an attendance event type should be done carefully, as changing the settings of an event type can lead to confusion, when an event of a given type gets created. Basic informatio...
Delete job application
This action requires the "Delete job application" permission. Job applications can be deleted from the system in two ways. Applications can be deleted by clicking the "Trash" icon.
Delete performance review
Work in progress...
Update existing attendance event
This action requires the "Update attendance events" permission. When updating an attendance event, keep in mind, that this information is depended upon by the HR module to work properly, in regards to salary generation and attendance management. Basic in...
Update existing attendance request
This action requires the "Update attendance request" permission. When updating an attendance requests, keep in mind that this information is depended upon by the HR module to work properly, in regards to salary generation and attendance management. Basi...
Update existing HR department
This action requires the "Update hr departments" permission. When updating a HR department, keep in mind, that some of the information is depended upon by the HR module to work properly. Among these, the "department lead" and "lunch time" are some of the mo...
Business trip
The business trip tab displays the business trip export for selected month. The generated business export lists details (e.g. employee, travel vehicle, vehicle registration number, departure date and time, arrival date and time...) for all employee business t...
Update existing attendance event type category
This action requires the "Update attendance event type category" permission. Changing the name has no caveats. As such, there are no other limitations other than it has to be defined. Only the attendance event type category's name can be updated.
Update existing goods transfer
This action requires the "Update goods transfer" permission. 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. ...
Update existing goods rebook
This action requires the "Update goods rebook" permission. Goods rebooks are generally not editable, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels. Descriptions o...