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104 total results found

Cancel goods receipt: fixed assets

Purchases Goods receipts

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...

goods-receipts
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6

Cancel goods receipt

Purchases Goods receipts

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...

goods-receipts
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5

Create new goods receipt

Purchases Goods receipts

This action requires the "update work order" and "create goods receipt" permissions. New goods receipts are not created with a "create" form. Instead, creation of goods receipts is done from the work order's details page.  To create a goods receipt, open a w...

goods-receipts
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2

Update existing goods receipt

Purchases Goods receipts

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-receipts
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3

Overview

Warehouses Goods transfers

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
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Create new goods transfer

Warehouses Goods transfers

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2

Update existing goods transfer

Warehouses Goods transfers

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...

goods-transfers
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3

Delete goods transfer

Warehouses Goods transfers

Goods transfers can be deleted by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first. Goods transfers with no stoc...

goods-transfers
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Cancel goods transfer

Warehouses Goods transfers

Goods transfers can be canceled by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".  When canceling a goods transfer, make sure that it is...

goods-transfers
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5

Overview

Warehouses Goods writeoffs

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Create new goods writeoff

Warehouses Goods writeoffs

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Update existing goods writeoff

Warehouses Goods writeoffs

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Delete goods writeoff

Warehouses Goods writeoffs

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5

Updating booking date on goods writeoffs

Warehouses 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...

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4

Create new goods rebook

Warehouses Goods rebooks

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2

Update existing goods rebook

Warehouses Goods rebooks

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3

Overview

Warehouses Warehouse locations

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....

warehouse-locations
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1

Overview

Warehouses Warehouses

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 ...

warehouses
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Delete warehouse

Warehouses Warehouses

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...

warehouses
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Update existing warehouse

Warehouses Warehouses

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...

warehouses
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3