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53 total results found

Update existing purchase order

Purchases Purchase orders

Delete purchase order

Purchases Purchase orders

This action requires the "delete purchase orders" permission. Purchase orders can be deleted by finding ans selecting them in the tabla and clicking and confirming the "trash" button, that appears on the right, above the table.  

orders-purchase
sort_order
4

Receive material from purchase

Purchases Purchase orders

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...

orders-purchase
sort_order
3

Adding authorizations on work position

Human Resources Work positions

This action requires " view roles and update work positions" permissions. Work positions can have directly attached authorizations that are assigned to users when their work position is set. This can be used to standardize authorizations for all employees wi...

user-work-positions
sort_order
6

Adding a new employee

Workflows

This document outlines the step-by-step process to add a new employee into the ERP system. Summary:  IT or Web: Created a new user with assigned credentials and access levels HR: Creates an HR user profile for the new user and assigns work position, gen...

Create product stock from purchase

Workflows

Create product stock from production

Workflows

Add a photo in announcement

Company Announcements

Announcements can contain photos. To add a photo in an announcement, click the "camera" icon in the text editor toolbar. A popup will open, where you can paste URL of any public photo. After submitting a valid URL, the photo will appear in the text editor. ...

announcements

Add a video in announcement

Company Announcements

Announcements can contain videos. To add a video in an announcement, click the "video camera" icon in the text editor toolbar. A popup will open, where you can paste URL of public videos. After submitting a valid URL and changing its size, the video will appe...

announcements

Overview

Admin Custom models

Create new custom model

Admin Custom models

Update existing custom model

Admin Custom models

Delete existing custom model

Admin Custom models

Overview

Admin Custom fields

Create new custom field

Admin Custom fields

Update existing custom field

Admin Custom fields

Delete custom field

Admin Custom fields

Overview

Admin Workflows

Workflows are used to define status flows for different record types.  These flows are used to set, which status follows the next one and in what order they should be changed.

workflows

Create new workflow

Admin Workflows

This action requires the "create new workflow" permission. New workflows can be created through the Create new workflow form. There should be only one workflow for every status category of a certain document type. Workflow steps workflow steps define how...

workflows

Update existing workflow

Admin Workflows

This action requires the "update workflows" permission.

workflows