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Create new goods receipt
This action requires the "create goods receipt" permissions. New goods receipts are not created with a "create" form. Instead, creation of goods receipts is done from the work order's details page. To create a goods receipt, open a work order's page and loo...
Overview
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...
Create new document
To add a new document into the ERP, contact your ERP's administrator.
Delete document types
For deletion of existing document types, contact your ERP's administrator.
Delete products
This action requires the "delete products" permission. Deleting products is not advisable, as they are referenced in many places in the ERP system, but can be done from the products table. Only products, created recently (eg. a month ago or within the curren...
Access & authorization
Users are mainly granted access through permissions, roles (groups of permissions) or with specific authorizations. Permissions Users are granted access primarily through permissions. Permissions control access of most aspects of the ERP system, which inc...
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,...
Create new product
This action requires the "create products" permission. New products can be created from the "Create new product" form, that can be accessed here, or by clicking the "Add new" button above the products table. From the form, a new product can be created. T...
Tables
Table pages consist of the filters, table actions, table headers, table rows and pagination. Table columns You can customize the way you see a table, by opening the "visible columns" section and selecting or deselecting, which columns should be visible. ...
Manage attendance requests
When you receive a new attendance request, it will appear in the "Workflow approvals" section and in the "Coworkers workflow". Review it and approve/decline it accordingly. When a new attendance request is submitted by your employees, the system will se...
Adding new attendance requests
In some cases, an employee is unable to submit a request due to certain exceptional reasons (e.g. illness). In those cases, you can submit one for them. You can do this in two ways, directly by clicking on the calendar, or by selecting the "Add request" butt...
Approving the month
At the end of the month, you will be responsible for confirming the entire monthly balance for every employee. Approving the month will also lock the monthly period. Once a month is locked, corrections can no longer be made, as the data is sent inly salary cal...
Create work position
This action requires the "create work position" permission. A new safety standard can be created through the "Create work position" form. When creating a new work positions, you need at least the work position's name, its international title and leave bonu...
Update work position
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...
Overview
Attendance event type categories are of an informative nature. It is used to group attendance request types by meaning.
Create new attendance event type category
This action requires the "Create new attendance event type category" permission. To create a new attendance event type category, only the name must be entered. Attendance event types cannot be added from this form, as here only attendance event types with...
Overview
User HR profiles are the center of the HR module, as they are used to connect users to their work positions, departments, equipment, work locations...
Create new user hr profile
This action requires the "Create user hr profile" permission. To create a user hr profile, you must click on the "+" icon on the top right corner. You will be redirected to the "Create new user HR profile form" A user can have only one HR profile. To crea...