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Update existing warehouse
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...
Create new warehouse
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...
Delete goods rebook
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...
Overview
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...
Overview
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...
Update existing country
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...
Update an existing tag
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...
Delete tag(s)
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...
Using 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...
Create a new tag
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...
Overview
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 "...
Create work equipment
Delete announcement
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...
Create a new announcement
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...
Update an existing announcement
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...
Overview
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...
Imports
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...
Workflow approval
By clicking on your profile photo, you are taken to your workflow overview page. Here, you can see your monthly workflow, how much leave you have available and your work time statistics. Summary First thing is the Summary section, where the below informat...
Go To Menu
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...
Global search
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,...