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Overview
Overview
The employee equipment page lists all employees, their active work positions and the amounts of missing work equipment and promo materials for every employee.
Cancel goods rebooks
This action requires the "Cancel goods rebook" permission. Goods rebooks 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 rebook, make sure that it is the...
Cancel goods writeoff
Demo order management
Example: DO-00027-2026 Summary Create fixed asset equipment product(s) for every product on Demo order (if they don't exist yet). Create a purchase order for the Demo order. Receive all products from Demo order to stock as the fixed asset equipment pro...
Overview
Managing negative stock
In the stock page, product stock with negative values can be managed (i.e. nullified). This method should only be used when no other method of stock management can resolve negative stock. In the "Drill down by" section, select Warehouse location, Product, Wo...
Generating employee vacations
This action requires the "Update user HR profile" permission. Employee vacation can be generated in the "contracts" section of HR profiles with the "Vacation contract" button. Once the button is clicked, profiles vacation days are summed up, saved into the d...
Replace product of work order item
This action requires the "view work order items" and "update work order items" permissions. Open the "Work order items" table. Set the "work order" filter and filter work order items by your work order (e.g. DN-01895-2026). This filter will list all items of ...
Attach serial on sale order
This action requires the "view sales order" and "update sales order" permissions. To attach a serial on order, find the serial's number and check its product and warehouse location. Open the order, where the serials should be attached and navigate to the "ord...
HS License
Open a sales order and find your HS serial. The HS for serial should generally already be generated. Only serials with defined "TDS License Key" will have the license generated. Before sending the invoicing email, check the "Add HS activation codes PDF attachm...
Troubleshooting: Find serial stock source
This action requires the "View serials", "View lots" and "View stock transactions" permissions. A serial's stock source needs to be identified for a variety of stock operations. Serial's stock source usually refers to Goods receipts, Goods rebooks or Stock adj...
Overview
Create new payment term
Update existing payment term
Delete payment term
Overview
Sales forecasts are used in Sales to forecast a company profitability..
Create new sales forecast
This action requires the "Create sales forecast" permission. To create a new sales forecast, click the "+" button above the table. This will open a modal window, where the sales forecast timespan can be set. Forecasts are automatically created for the ERP's ro...