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This action requires the "create system option" permission.  A new option can be created by accessing the creation form on the system options page through the "Create new" button. You get redirected to the creation form page, where you can input required i...

This action requires the "update system option" permission. To update an existing system option, find it in the table, and click the "edit" button at the end of it's row. This takes you to the editing form, where you can update the option's name, slug, des...

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...

This action requires the "create print signer" permission. New print signers can be created through the Create new print signer form. There can be only one print signer of a document type's template  active at any given time. The selected "Signer" can be ...

Print signers are users, who are responsible for signing certain documents.  The "print signers" table is used to define, which user is signing which document print and for how long (from and until dates).

This action requires the "update print signer" permission. Past signers cannot be edited. Signers have the "Active/Inactive" state, determined by the "Active from" and "Active to"  dates. If a signer is inactive, the entire edit form is disabled, to prevent c...

In the ERP system, partners are used to refer to external entities, usually other companies. with which the organization interacts.  Partners are used to represent customers, suppliers, logistics providers, or company subsidiaries.  Partners are managed in...

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 ...

Goods receipts are primarily used to "receive" materials into stock. Goods receipts are used for documenting and confirming the receipt of goods or materials into inventory, ensuring accurate records and supporting various processes within the ERP.  They u...

This action requires the "cancel goods receipt" permissions. At times, fixed assets that were already received and booked, need to be reassigned to a different asset. On these occasions, the old goods receipt must not be deleted, but instead "Canceled" To...

This action requires the "cancel goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".  When canceling a goods receipt, make sure that it is the receipt...

This action requires the "update goods receipt" permission. Goods receipts should generally not be updated, because they serve as a critical record for stock inventory, procurement, and financial processes. Altering them can compromise data integrity and dis...

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...

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.  Descriptions of goods transfers can be changed, but all othe...