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Overview
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Create new price list
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...
Update existing price list
Delete price list
Price lists should not be deleted, unless necessary, at they provide a price list history.
Setting analog and counter products
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
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...
Initial stock
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
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...
Create new partner
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Update existing partner
Partners should only be updated by authorized users. -
Delete partner
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...
Overview
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...
Create new holiday
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...
Update existing holiday
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...
Delete holiday
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,...
Generate holidays for year
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 ...
Notifications
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Notification models
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Internal information portal
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...
The ERP manual
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 ...