Search Results

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 "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...

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 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...

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...

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 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...