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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 ...

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Access & authorization

General

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...

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Search

General

The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. GoTo menu Clicking the running man button opens up an overlay, where you can search through available pages to find where y...

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Tables

General

This is one of the main page types of the ERP. Most tables look somewhat different from the one pictured below, but the core functions such as filtering and searching are identical. The table view consists of the toolbar at the top, the actual table of ent...

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Filters

General

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...

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Exports

General

Most tables in the ERP offer the option to export rows, currently shown in the table, to a formatted excel file. This is done by clicking the export button with the Excel file icon. During export generating, the button displays a loading animation. Once finis...

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Imports

General

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...

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Notes

General

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...

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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, a...

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Create New Entry

General

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...

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Releases

General

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...

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