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Overview
Serials are used within the ERP for tracking of devices. Serial number is a sort of identification number of a particular device. With the serial number, users can access calibration reports for a particular device. Serial numbers can also be used to track a...
Create new serials
This actions required the "create serial" permissions. Adding a new serial through the ERP is usually not necessary, as new TBD serials are automaticaly generated for work orders and can simply be renamed. Serials can be added via the ERP "Add new serial num...
Delete serials
This action requires the "delete serial" permission. Serials should, in most cases, not be deleted. The only exceptions are duplicates of existing serials. This happens when serials are create through different sources without all information. When this hap...
Extend serial's warranty
By default, warranty is calculated automatically, based on fields on serials: Conditions, that apply are (warranty enabled): if serial is not sold (this is necessary to show correct data in calibrator) if sold serials do not need calibrations (image bel...
Troubleshooting: duplicated serials
Occasionally, two serials with the same serial number are created in the ERP. When this happens, the two serials must be compared. If one serial has some fields filled that the other does not, those fields have to be synced between the two serials. Onc...
Developer tools
The main developer tools page contains gadgets, that enable developers with access to manage the ERP more easily.
File uploader
Copy model file manager tool
This tool is used for copying whole file manager contents between any two entries in the ERP. This tool allows copying of file manager between entries of different models. To enable this, tick the "Copy to a different model type" checkbox. First, select t...
Batch copy model file manager tool
This tool is used for copying whole file manager contents between several entries of the same model type at a time. This tool allows copying of file manager between multiple entries of the same model. First, select the source model type from the list of ...
Overview
The documents page lists all ERP sections, currently used in the ERP. Users cannot add any new document entries or export a generated excel file. Users with proper permissions can edit existing documents, but adding new documents is not available.
Update existing document
This action requires the "update documents" permission. On the edit page, document's name and description can be edited, while the table name is not. Users can add new and remove existing document types and edit the document type's description and numberi...
Create new document
To add a new document into the ERP, contact your ERP's administrator.
Delete document
This action requires the "delete document" permission. To delete a document, select it with the checkbox. Once the "trash" icon appears, click it and confirm the deletion. Tee document will then be deleted. Be careful, while deleting documents, as currently,...
Overview
Document types are used in the ERP, to tell apart documents with different purposes, for example Sale orders and Calibration orders ( Both are orders, but of different types ). Document types are always connected to the document, whose sub-type they are. Us...
Create new document type
This action requires the "create document type" permission. Creating a new document type requires no special procedures. When on document types' table view, click the "Add new" button to open the "Add new form". While filling out the form, select a documen...
Update existing document types
This action requires the "update document type" permission. When updating a document type, all information, with the exception of the generator formula, can be changed. The generator formula must not be changed without consult. If a different document number...
Delete document types
For deletion of existing document types, contact your ERP's administrator.
Overview
Stock transactions are data entries, used for tracking stock of materials, products, serials and other goods within the ERP system. These entries are created automatically, when an action involving any kind of stock change is performed. This includes, among ...
Overview
Scheduled jobs are automated tasks, performed by the system through server commands. These "jobs" can be scheduled to run at specific intervals (hourly, daily, weekly, monthly...), but can be also be ran manually through the ERP system. Scheduled jobs are ta...
Create scheduled job
This task should be done only by developer administrators. To create a new scheduled job, you must click on the "+" icon on the top right corner. You will be redirected to the "Create new scheduled job form" Scheduled jobs are commands, that are run in the s...