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Open page of the partner and set voucher value in "credit amount" field: Save Partner.

ERP announcements are used for company-wide newsletter and are displayed on the ERP's dashboard. Here, they are grouped into categories, assigned via tags. The "New" tab displays the newest exposed announcement in the center, and all ordinary announcements ...

This can only be done by users with permission to update goods writeoffs. To update booking date on goods writeoff, click the "calendar" icon in the "booking date" field. A calendar will appear, that provides an easy way to set a new date. Once the booking...

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...

Warehouse locations in the ERP represent locations around the company, from actual warehouses and offices to employee's desks. Every employee has their own location, that is used to show that items on that warehouse location are in that employee's possession....

Warehouses are used to represent larger in-company locations (eg. material storage...), that are split into warehouse locations, where goods (products, materials, equipment... ) are moved after being received , transferred or written-off. Warehouses are used ...

This example uses RMA service order SE-00971-2023 RMA-000972-2023. To change the price of an order item, go to "Order items" section and press the "+" button on the item, the price of which you want to change. Clicking the "+" open a section under the item...

The filters section, above a table, allows user's to apply custom filtering to the table. Filters for every field can be accessed by pressing the  icon next to the field's name. Fields without the filter icon cannot be filtered by. Types of available fi...

This action requires the "delete system option" permission. To delete a system option, use the checkbox to select it, and then click on the "trash" icon, that appears in the top right corner of the page. You will be asked to confirm you want to delete the sys...

For deletion of existing document types, contact your ERP's administrator.

Products are used in the ERP to represent objects, that are used in the work processes, ranging from materials, tools, office supplies, work equipment to finished and semi-finished products. They are used throughout most work processes, including purchasing an...

To create a new product, click the "Create new" button in the top right corner of the page and you will be redirected to the "Add new product" form. Here, we can create a new product.         

When it comes to updating product's properties, there are specifics regarding certain properties. The SKU Every product has its own unique SKU, which must remain unchanged, to avoid unintentional duplicates. Product's SKU should not be updated, if at al...

Deleting products is not advisable, as they are referenced in many places in the ERP system. Only products, created recently (eg. a month ago) should be considered for deletion. Old products that are not sold any longer, should be marked as deprecated instead...

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...