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102 total results found

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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1

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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3

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

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...

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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