Search Results

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...

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...

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...

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...

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 should have their own warehouse location, that is used to show items in that employee's possession. Products (materi...

This action requires the "create warehouse locations" permission. New warehouse locations can be created in the "Create new warehouse location" form, that can be accessed here, or by clicking the "+" button above the "Warehouse locations" table. Basic in...

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...

This action requires the "delete warehouse locations" permission. A warehouse location can only be deleted, if there are no stock transactions (receipts, transfers...), linked to it, otherwise, the deletion will fail and the "System error" message will be sho...

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 action requires the "Update order sale items" permission. Prices on sales orders can be updated directly on items. If price lists are set up, prices can be automatically added from there. Prices can be only set on child item. Price is then propagated to...

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 section is available only for Price List Owners. Price list manager section is used to manage versions of price lists, used in the ERP. It is located under the "Price lists" menu. To view a price list's products list, you have to open the edit form ...

This required the Update price list versions permission. To edit a price list version's products, you have to open the product list in editing form. Clicking on a product category in the hierarchy view opens up the product list for that category, e.g. Netw...

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...