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Partners should only be updated by authorized users. -

This action requires the "delete partner" permission. Partners should never be deleted, unless they are a duplicate partner with no history (no linked order, invoices...). Before any partner is deleted, the accounting department should be contacted for confor...

Holidays in an ERP’s HR module serve as a centralized reference for public, regional, and company-specific holidays, ensuring consistency and compliance in workforce management.  Holidays are marked on the HR dashboards with the "🎄" icon. Holidays are used...

This action requires the "create holiday" permission. New holiday entries can be added through the "Create new holiday" form, which can be found above the "holidays" table or directly "here". When adding a new holiday, the only information needed are the h...

This action requires the "update holiday" permission. Holidays should not be updated due to their use within the HR module. Dates of existing holiday entries should not be updated, as changing the dates could impact planned employee vacations or workdays. How...

This action requires the "delete holiday" permission While holidays can be deleted if necessary, it is strongly recommended to avoid deletion to maintain data integrity and prevent disruptions in processes such as payroll, attendance, and compliance tracking,...

This action requires the "create holiday" permission. Holidays can be added one at a time through the "Create new" form or they can be generated for the entire year through the "Add holidays for year" form. To generate holidays for a select year, first we ...

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Internal portal is available on the dashboard of the ERP system. Aim and purpose of the portal Informing ERP users about current news and content on various topics of events about or in connection with your company. On the portal, in addition to regular new...

The ERP includes an overlay that provides users with relevant information.  This overlay acts as a contextual guide, offering step-by-step directions, tips, and explanations, relevant to the task or module currently being accessed.  Designed to enhance user ...

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...

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. ...

This action requires the "Delete goods transfer" permission. 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 stock trans...

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...

This action requires the "Create goods rebook" permission. New goods rebooks can be created in the "Create new goods rebook" form, or by clicking the "+" button above the "Goods rebooks" table. To create a rebook, a description is required. To add produ...