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Delete document types
For deletion of existing document types, contact your ERP's administrator.
Overview
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...
Create new product
This action requires the "create products" permission. New products can be created from the "Create new product" form, that can be accessed here, or by clicking the "Add new" button above the products table. From the form, a new product can be created. T...
Update existing products
This action requires the "Update products" permission. When it comes to updating product's properties, there are specifics regarding certain properties. Product SKU Every product has its own unique SKU, which must remain unchanged, to avoid unintentiona...
Delete products
This action requires the "delete products" permission. Deleting products is not advisable, as they are referenced in many places in the ERP system, but can be done from the products table. Only products, created recently (eg. a month ago or within the curren...
Overview
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...
Create new serials
This actions required the "create serial" permissions. Adding a new serial through the ERP is usually not necessary, as new TBD serials are automaticaly generated for work orders and can simply be renamed. Serials can be added via the ERP "Add new serial num...
Update existing serials
Delete serials
This action requires the "delete serial" permission. Serials should, in most cases, not be deleted. The only exceptions are duplicates of existing serials. This happens when serials are create through different sources without all information. When this hap...
Overview
Create new project
Update existing project
Delete project
Overview
Create new fixed asset
Update existing fixed asset
Delete fixed asset
This action can be performed by users with proper permissions. A fixed asset can be deleted from the ""Fixed assets"" table view. Find the fixed asset that you want to delete by searching for its inventory number in the table. Once you have found the fix...