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207 total results found

Overview

Price lists Price lists

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Create new price list

Price lists Price lists

This action requires the "create price list" permissions. To create a new price list, navigate to the "create" form from the table by clicking the "+" or by going here. Basic information To create a new price list, at least some basic information has to...

price-lists

Update existing price list

Price lists Price lists

Delete price list

Price lists Price lists

Price lists should not be deleted, unless necessary, at they provide a price list history.

Setting analog and counter products

Configurator manual

First create analog product Go to analog product and in configurator data set "IS ANALOG OUTPUT" Click "Save data" Go to normal product and set in the configurator data "ANALOG OUTPUT AVALIBLE" and "PRODUCT FOR ANALOG OUTPUT"  Click "Save data" ...

Replace product on Merch order

Sales Sales orders

Step by step guide to change product on "merch" order: Please note: you will need Order processing, Human Resources and Head of logistics persons to complete this process. Go to the order's details page and change the order's status to NEW. Go to the orde...

orders-sale

Initial stock

Warehouses Stock initials

To insert initial stock in menu select Warehouses -> Stock initials -> button + on the right top side Select Stock initial Find and select product/material/reselling Select warehouse location Quantity (if serials, quantity needs to match number of seri...

Overview

Code lists Partners

In the ERP system, partners are used to refer to external entities, usually other companies. with which the organization interacts.  Partners are used to represent customers, suppliers, logistics providers, or company subsidiaries.  Partners are managed in...

partners
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Create new partner

Code lists Partners

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Update existing partner

Code lists Partners

Partners should only be updated by authorized users. -

Delete partner

Code lists Partners

This action requires the "delete partner" permission. Partners should never be deleted, unless they are a duplicate partner with no history (no linked order, invoices...). Before any partner is deleted, the accounting department should be contacted for confor...

partners
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Overview

Code lists Holidays

Holidays in an ERP’s HR module serve as a centralized reference for public, regional, and company-specific holidays, ensuring consistency and compliance in workforce management.  Holidays are marked on the HR dashboards with the "🎄" icon. Holidays are used...

holidays
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Create new holiday

Code lists Holidays

This action requires the "create holiday" permission. New holiday entries can be added through the "Create new holiday" form, which can be found above the "holidays" table or directly "here". When adding a new holiday, the only information needed are the h...

holidays
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Update existing holiday

Code lists Holidays

This action requires the "update holiday" permission. Holidays should not be updated due to their use within the HR module. Dates of existing holiday entries should not be updated, as changing the dates could impact planned employee vacations or workdays. How...

holidays
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Delete holiday

Code lists Holidays

This action requires the "delete holiday" permission While holidays can be deleted if necessary, it is strongly recommended to avoid deletion to maintain data integrity and prevent disruptions in processes such as payroll, attendance, and compliance tracking,...

holidays
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Generate holidays for year

Code lists Holidays

This action requires the "create holiday" permission. Holidays can be added one at a time through the "Create new" form or they can be generated for the entire year through the "Add holidays for year" form. To generate holidays for a select year, first we ...

holidays
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Notifications

Developer

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Notification models

Developer

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Internal information portal

Dashboard

Internal portal is available on the dashboard of the ERP system. Aim and purpose of the portal Informing ERP users about current news and content on various topics of events about or in connection with your company. On the portal, in addition to regular new...

home
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The ERP manual

General

The ERP includes an overlay that provides users with relevant information.  This overlay acts as a contextual guide, offering step-by-step directions, tips, and explanations, relevant to the task or module currently being accessed.  Designed to enhance user ...

general-info
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