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It often happens that multiple people are editing a single form at once. You can see who is editing the form in the "presence channel", next to the record's document number. When one editor saves the form, it is automatically disabled for everyone else and...

Products are used in the ERP to represent objects, that are used in the work processes, ranging from materials, tools, office supplies, work equipment to finished and semi-finished products. They are used throughout most work processes, including purchasing an...

This action requires the "Update products" permission. When it comes to updating product's properties, there are specifics regarding certain properties. Product SKU Every product has its own unique SKU, which must remain unchanged, to avoid unintentiona...

Every product can have only one SKU and every SKU has to be unique. Duplicate SKU-s are not supported. Example: MME.0038447.11B In this example, the prefix MME stands for Materials, Metal (M - Materials, ME - Metal), the number 0038447 means, that this is ...

Products can be replaced in bulk across product BOMs or in work order item BOMs. To bulk-replace a product, open its details page and find the "Bulk replace products / work orders bom" section. Open it and follow the steps in it. 1. Select material Selec...

Purchase orders are used within the ERP for managing material procurement. They are used to formalize and control the purchase of goods and services from external suppliers.

This action requires the "create purchase orders" permission. A new purchase order can be created with the "create new" form, located above the purchase orders table, found under "purchases" or here. When creating a new purchase order, at least the partner...

The action requires the "create goods receipt" permission. An existing purchase order can be used to receive purchased material to stock. Material from one purchase order can be received with multiple goods receipts, if needed. To do this, go to the purch...

This action requires the "delete purchase orders" permission. Purchase orders can be deleted by finding ans selecting them in the tabla and clicking and confirming the "trash" button, that appears on the right, above the table.  

Work positions are used to determine the role of employee within the company, their tasks, department and authorizations within the ERP.

This action requires " view safety standards, view work equipment and update work positions" permissions. Before adding work equipment for a work position, the work position needs to have safety standard(s) attached. Work equipment, that can be added for a w...

This action requires " view roles and update work positions" permissions. Work positions can have directly attached authorizations that are assigned to users when their work position is set. This can be used to standardize authorizations for all employees wi...

Most tables in the ERP offer the option to export data to a formatted excel file. This can be done by clicking the export button with the Excel file icon. During export generating, the button displays a loading animation. Once finished, the exported excel fil...

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...

This action requires the "create warehouse locations" permission. New warehouse locations can be created in the "Create new warehouse location" form, that can be accessed here, or by clicking the "+" button above the "Warehouse locations" table. Basic in...

This action requires the "update warehouse locations" permission. The warehouse location's name, description or product line can be changed at any time with no conflicts. Warehouse location's warehouse can be updated, but should be done carefully, as changin...

This action requires the "delete warehouse locations" permission. A warehouse location can only be deleted, if there are no stock transactions (receipts, transfers...), linked to it, otherwise, the deletion will fail and the "System error" message will be sho...

Warehouse locations in the ERP represent locations around the company, from actual warehouses and offices to employee's desks. Every employee should have their own warehouse location, that is used to show items in that employee's possession. Products (materi...