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This action requires the "update work position" permission. Through the update form, you can manage: Name and international title of the work position: If the work position does not have a different international title, it can be the same as the nam...

This action requires the "delete safety standard" permission. Safety standards can be deleted by toggling their checkbox when viewing in table. You can only delete safety standards that do not have any work equipment or work positions assigned.  If the ...

This action requires the "Update countries" permission. Countries are 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 include: Short country na...

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...

Goods transfers can be canceled by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they need to be "canceled" first.  When canceling a goods transfer, make sure ...

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...