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224 total results found

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

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
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HR troubleshooting: Sick leave

HR dashboard Troubleshooting

HR troubleshooting: Business trip

HR dashboard Troubleshooting

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 troubleshooting: Registrations

HR dashboard Troubleshooting

Overview

HR dashboard

The HR dashboard lists all employees and their work time events for the current month. The page is designed for use by the HR department. Here, HR managers can view the current month's  arrivals/departures, business trips, holidays, sick leaves, vacation and ...

hr-dashboard
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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, are ...

general-info
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9

Cancel goods receipt: fixed assets

Purchases Goods receipts

This action requires the "cancel goods receipt" permissions. At times, fixed assets that were already received and booked, need to be reassigned to a different asset. On these occasions, the old goods receipt must not be deleted, but instead "Canceled" To...

goods-receipts
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6

Complete an open task

Production Tasks

This should be done only for tasks that were not automatically closed. To close a task of a work order, first find it by navigating to the work order's page and opening the "Technologies" section. Select the task you want to close from the list that appear...

Create a new tag

Code lists Tags

New tags can be added through the "Create new tag" form or with the "Tag editor" tool.  Create form Above the "Tags" table, the "+" button redirects to the "Create new tag" form . On this form, the only necessary information are name (the actual display n...

tags
tag-sorter
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Overview

Code lists Tags

Tags are used within the ERP to mark entries or to "tag" them as a certain thing for informational purposes. Tags are used to categorize announcements,  mark EOL products, setup product hierarchies, shown in price lists... Tags can be managed through the "...

tags
tag-sorter
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File uploader

Developer Developer tools

developer-tools
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Copy model file manager tool

Developer Developer tools

This tool is used for copying whole file manager contents between any two entries in the ERP. This tool allows copying of file manager between entries of different models. To enable this, tick the "Copy to a different model type"  checkbox. First, select t...

developer-tools
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3

Batch copy model file manager tool

Developer Developer tools

This tool is used for copying whole file manager contents between several entries of the  same model type at a time. This tool allows copying of file manager between multiple entries of the same model.  First, select the source model type from the list of ...

developer-tools
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4