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Under "My Tasks" we can find the Reward System, Stock Market and Processes sections, that serve mostly informational purpose. Reward System Reward system section displays a graph that shows a yearly monetary amount from: customer deliveries (gray),  empl...

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...

The stock section is a informational page that displays a dropdown, named Fixed assets equipment that also shows Quantity (count of all your assets) and Amount (monetary value of all your assets) on its right side. On clicking the dropdown, a table of all fix...

This tool is used for copying whole file manager contents between any two entries in the ERP. This tool allows copying of file manager between entries of different models. To enable this, tick the "Copy to a different model type"  checkbox. First, select t...

To add a new document into the ERP, contact your ERP's administrator.

This action requires the "update document type" permission. When updating a document type, all information, with the exception of the generator formula, can be changed. The generator formula must not be changed without consult. If a different document number...

Existing scheduled jobs should only be updated by users with access to the code base. Viable updates for scheduled jobs are changing description, enabling/disabling the job, it's email notification on failed run, or changing the "Cron interval", that specif...

Existing event actions should currently never be updated by anyone else but the developers. When a need arises for a different functionality, a new event action should be created, deactivating the old one.

This action requires the "update system option" permission. To update an existing system option, find it in the table, and click the "edit" button at the end of it's row. This takes you to the editing form, where you can update the option's name, slug, des...

This action requires the "update print signer" permission. Past signers cannot be edited. Signers have the "Active/Inactive" state, determined by the "Active from" and "Active to"  dates. If a signer is inactive, the entire edit form is disabled, to prevent c...

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...

This action requires the "update goods receipt" permission. Goods receipts should generally not be updated, because they serve as a critical record for stock inventory, procurement, and financial processes. Altering them can compromise data integrity and dis...

Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels.  Descriptions of goods transfers can be changed, but all othe...

This action requires the "delete warehouse" permission. A warehouse can only be deleted, if there are no stock transactions, linked to warehouse locations in that warehouse or if there are no warehouse locations on that warehouse at all. Otherwise, the deleti...

This action requires the "update warehouse" permission. The warehouses update page enables making changes to warehouse information after creation. The warehouses name and description can be changed at any time with no conflicts. Changing values in the "Sett...

Tags can be updated either with tag editor or from their own details pages. Editing in tag editor In the tag editor, you can create new tags, edit their names, clone or delete them. You can also add sub-tags to existing tags. Any further editing has to be...

This action requires the "update announcements" permission.  Announcements in the ERP are simple and independent, so you can easily edit them at any time without worrying about affecting other parts of the system. Everything in an announcement, from the conte...