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224 total results found

Overview

Admin Stock transactions

Stock transactions are automatically generated data entries, used for tracking stock of materials, products, serials and other goods within the ERP system.  These entries are created automatically, when an action involving any kind of stock change is performe...

stock-transactions
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Overview

Admin Scheduled jobs

Scheduled jobs are automated tasks, performed by the system through server commands. These "jobs" can be scheduled to run at specific intervals (hourly, daily, weekly, monthly...), but can be  also be ran manually through the ERP system. Scheduled jobs are ta...

scheduled-jobs
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Create scheduled job

Admin Scheduled jobs

This task should be done only by developer administrators. To create a new scheduled job, you must click on the "+" icon on the top right corner. You will be redirected to the "Create new scheduled job form" Scheduled jobs are commands, that are run in the s...

scheduled-jobs
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Update existing scheduled job

Admin Scheduled jobs

Existing scheduled jobs should only be updated by users with access to the code base. Viable updates for scheduled jobs are changing description, enabling/disabling the job, it's email notification on failed run, or changing the "Cron interval", that specif...

scheduled-jobs
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3

Delete scheduled job

Admin Scheduled jobs

Scheduled jobs should ONLY be deleted by administrators with access to the code base. If a scheduled job is no longer needed, rather than deleting it, disable it, leaving a chance for it to be reactivated if ever needed. 

scheduled-jobs
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Calculation of origin

Sales Issued invoices

Keywords: Kalkulacija porekla Components Selling price Price of item on order sale (sales order): The price with the included discount is taken per one piece. Material costs Concrete serial numbers and the material used on order items are taken...

Run a scheduled job manually

Admin Scheduled jobs

Some scheduled jobs can be run manually from the ERP, if a need for that ever arises. Manual runs should not be the norm, as scheduled jobs are configured to auto-run atregular intervals. To run a scheduled job, go to scheduled job's edit page and look for th...

scheduled-jobs
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5

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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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

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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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

This action requires the "Create user" permission. 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. To create a new user, you need at least: A unique email address that...

users

Update an existing user

Users and permissions Users

This action requires the "Update users" permission. 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 can update most of the user's basic information (phot...

users

Delete user(s)

Users and permissions Users

This action requires the "Delete users" permission.

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