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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 ...

The filters section, above a table, allows user's to apply custom filtering to the table. Filters for every field can be accessed by pressing the  icon next to the field's name. Fields without the filter icon cannot be filtered by. Types of available fi...

Notes are used for communication between people in different departments and for communication between customers and production management. Users can add notes on entries in ERP by adding comments in the "Comments" section on update pages. To add a new commen...

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, a...

This example uses the Create new product form. A new entry (or a new table row) can be added by navigating to the "create new" form, accessible by pressing the "+" button in the top right of the page ( if the button is present ). This takes you to the "Cre...

The ERP system is continuously being improved, new features and bug fixes are being implemented. When an new version of the ERP is ready (one that includes implemented features and/or important corrections), the development team releases it to "production", up...

Importing is currently only available on certain tables (eg. Products ). 1. On pressing the "Import" button, a form is shown, in the "Upload file" step, that expects file, of type excel or csv, with the required data, sorted into columns.  2. After uploa...

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 "running man" button opens up an overlay, where you can search through available ERP pages to find, where you w...

It often happens that multiple people are editing a single form at once. You can see who is editing the form in the "presence channel", next to the record's document number. When one editor saves the form, it is automatically disabled for everyone else and...

Most tables in the ERP offer the option to export data to a formatted excel file. This can be done by clicking the export button with the Excel file icon. During export generating, the button displays a loading animation. Once finished, the exported excel fil...

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...

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,...

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. ...