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398 total results found

Users

Users and permissions

users-and-permissions

Roles

Users and permissions

users-and-permissions

Permissions

Users and permissions

users-and-permissions

Price lists

Price lists

price-lists

Price templates

Price lists

price-lists

Price list manager

Price lists

price-lists

Products

Price lists

price-lists

External

Service

service

Internal

Service

service

Calibrations

Service

service

Upgrade

Service

service

Order processing

Production

production

Production

Production

production

Work order items

Production

production

Co-operations

Production

production

Co-operation items

Production

production

Required products

Production

production

Wor order item bom

Production

production

Tasks

Production

production

Picker

Production

production

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

Overview

Users and permissions Users

Users are the core of the ERP system. All non-system actions and tasks are performed by users with proper permissions.

users

Create a new user

Users and permissions Users

New ERP users should only be created by users with administrative or HR authorizations. To create a new user, click the "+" button in the top right corner above the table. You will be redirected to the "Add new user" form "

users

Update an existing user

Users and permissions Users

Users should only be edited by administrators or members of the HR department with proper permissions. Updating the user is done by finding the user in the "Users" table and its clicking "Edit" icon. This redirects you to the user's edit page, where you ca...

users

Delete user(s)

Users and permissions Users

Users can be deleted by administrator users with the proper permissions.

users

Overview

Users and permissions Roles

Roles are used in the ERP system to determine user's role in the company. Roles are used to group sets of permissions, that are required for performing a task or general ERP use.

roles

Create a new role

Users and permissions Roles

To create a new role, click the "+" button above the "Roles" table, to navigate to the "Create new authorization role" form. On the form, fill out the required fields and click save to add a new role. Name Select a descriptive name for the role (eg....

roles

Update an existing role

Users and permissions Roles

Roles should be updated only be people, who know their purpose, as deleting a role that is required for a certain tasks will stop users form performing those tasks. To edit an existing role, find it in the roles table and click on its "Edit" button. On the...

roles

Delete role(s)

Users and permissions Roles

Roles should only be deleted by people, who understand the role's purpose and know it's uses. To delete a role, find it in the "Roles" table and tick its checkbox. Then click and confirm the "Trash" button, that appears above the table.

roles

Overview

Users and permissions Permissions

Permissions are used to limit and provide access for users  within the ERP system.  TIP: Permissions can be assigned onto roles or onto users directly, although this is discouraged, as roles provide easier trackability of what user has what permissions.. š

permissions

Create a new permission

Users and permissions Permissions

To create a new permission, navigate to the "Add new authorization permission" form by clicking the "+" button in the top right above the table or by visiting the "Add new permission form" directly. When creating a new permission, a unique name is required,...

permissions

Update an existing permission

Users and permissions Permissions

Permissions should be updated only be people, who know their purpose, as permissions are used to grant access to a  parts of the ERP . To edit an existing permission, find it in the permissions table and click on its "Edit" button. On the permission's page...

permissions

Delete permission(s)

Users and permissions Permissions

Permissions should only be deleted by people, who understand their purpose and know the permission's uses. To delete a permission, find it in the "Permissions" table and tick its checkbox. Then click and confirm the "Trash" button, that appears above the tabl...

permissions

HR troubleshooting

Human Resources HR dashboard

Before the end of the month, HR has to look over everyone's work time for the current month and alert leads of employees whose work times show errors. While most employees won't show as problematic, sometimes errors will appear that users cannot fix on their ...

hr-dashboard

HR troubleshooting: Sick leave

Human Resources HR dashboard

HR troubleshooting: Business trip

Human Resources HR dashboard

When a process in the Process Manager is set to storno, the attendance request in HR dashboard has to be manually deleted. The attendance request has to be deleted in HR dashboard. To delete the problematic business trip attendance request, find the red ca...

hr-dashboard

HR troubleshooting: Registrations

Human Resources HR dashboard

Overview

Human Resources HR dashboard

The HR dashboard is an HR-only page that lists all employees and their work time events for the current month.  Here, HR managers can view the current month's  arrivals/departures, business trips, holidays, sick leaves, vacation and other events of every empl...

Locking Inventory period

Financial statements

This action can only be performed by users with proper authorization. Inventory periods define a period of time in which you can post changes to inventory. An inventory period is defined by the date on which it ends, or the ending date. When you close an in...

Can't login

General

Having trouble logging in? Below are listed a few troubleshooting steps that you can do on your own. 1. Check your password and email spelling Sometimes we type and without knowing press the wrong key. Make sure that you the credentials you have inputted, a...

general-info
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