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Create new goods transfer
Overview
Delete goods writeoff
Updating booking date on goods writeoffs
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...
Overview
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 ...
Delete warehouse
This action requires the "delete warehouse" permission. A warehouse can only be deleted, if there are no stock transactions, linked to warehouse locations in that warehouse or if there are no warehouse locations on that warehouse at all. Otherwise, the deleti...
Update existing warehouse
This action requires the "update warehouse" permission. The warehouses update page enables making changes to warehouse information after creation. The warehouses name and description can be changed at any time with no conflicts. Changing values in the "Sett...
Overview
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...
Overview
Countries are essential for configuring location-specific settings and ensuring compliance, localization, and efficiency in global operations. The ERP contains a list of over 250 countries. Countries cannot be added or deleted by users. They are used to defi...
Update an existing tag
Tags can be updated either with tag editor or from their own details pages. Editing in tag editor In the tag editor, you can create new tags, edit their names, clone or delete them. You can also add sub-tags to existing tags. Any further editing has to be...
Delete tag(s)
Tags can be deleted in the tag editor or from the table view by users with proper permissions. In the tag editor, the "x" symbol next to the tag name can be used to delete it. Tags with existing sub-tags cannot be deleted in the tag editor. To delete a ta...
Using tags
Tags are, in most cases, meant to inform, meaning they can be assigned to entries. Once assigned, they can also be used for filtering. Once tags are created, they can be assigned to entries through the "Tags" input. The selection only includes tags, that a...
Create a new tag
New tags can be added through the "Create new tag" form or with the "Tag editor" tool. Create form Above the "Tags" table, the "+" button redirects to the "Create new tag" form . On this form, the only necessary information are name (the actual display n...
Overview
Tags are used within the ERP to mark entries or to "tag" them as a certain thing for informational purposes. Tags are used to categorize announcements, mark EOL products, setup product hierarchies, shown in price lists... Tags can be managed through the "...
Delete announcement
This action requires the "delete announcements" permission. Check off the announcement that has been marked for deletion and click and confirm the "trash" button that appears in the top right corner, above the table. Announcements can be deleted directly in...
Create a new announcement
This action requires the "create announcement" permission. To create a new announcement, you have to click on the "+" button on the right, above the announcements table. This redirects you to the "Add new announcement form". The actual body of the announce...
Update an existing announcement
This action requires the "update announcements" permission. Announcements in the ERP are simple and independent, so you can easily edit them at any time without worrying about affecting other parts of the system. Everything in an announcement, from the conte...
Overview
Event actions are automated actions, performed by the system, when a set of conditions is met or a certain event is triggered (updating of a product, changing an order's status, creating a new invoice...). Event actions are used for a variety of automated t...