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104 total results found

Create new warehouse

Warehouses Warehouses

This action requires the "create warehouse" permission. New warehouses can be created in the "Create new warehouse" form, that can be accessed here, or by clicking the "+" button above the "Warehouses" table. Basic information The create form requires t...

warehouses
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2

Delete goods rebook

Warehouses Goods rebooks

This action requires the "delete goods rebook" permission. Goods rebooks cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods rebooks need to be canceled first. Goods rebook cancelation is currently not...

sort_order
4

Overview

Warehouses Goods rebooks

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...

goods-rebooks
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1

Overview

Code lists Countries

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...

countries
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1

Update existing country

Code lists Countries

This action requires the "Update countries" permission. Most information regarding countries is automatically added when a new ERP instance is created. All of this information, however, can be updated later if necessary. Information of countries in ERP inc...

countries
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2

Update an existing tag

Code lists Tags

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...

tags
tag-sorter
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3

Delete tag(s)

Code lists Tags

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...

tags
tag-sorter
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4

Using tags

Code lists 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...

tags
tag-sorter
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5

Create a new tag

Code lists Tags

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...

tags
tag-sorter
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2

Overview

Code lists Tags

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 "...

tags
tag-sorter
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1

Create work equipment

Code lists Work equipment

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1

Delete announcement

Company Announcements

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...

announcements
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4

Create a new announcement

Company Announcements

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...

announcements
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2

Update an existing announcement

Company Announcements

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...

announcements
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3

Overview

Admin Event actions

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...

event-actions
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1

Imports

General

Importing is currently only available on certain tables (eg. Products ). 1. On pressing the "Import" button, a form is shown, in the "Upload file" step, that expects file, of type excel or csv, with the required data, sorted into columns.  2. After uploa...

general-info
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7

Go To Menu

General

The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. Clicking the "running man" button opens up an overlay, where you can search through available ERP pages to find, where you w...

general-info
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3

Global search

General

The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. Clicking the magnifying glass button opens up the global search overlay, where you can search for items by document numbers,...

general-info
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3

Delete print signer

Admin Print signers

This action requires the "delete print signer" permission. Print signers, who are no longer active, should never be deleted, as they are still used when generating signed documents, created in the past (during the time when they were active signers). Inactiv...

print-signers
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4

Delete goods receipt

Purchases Goods receipts

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...

goods-receipts
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4