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19 total results found

Processes

Dashboard

The processes section shows a list of processes that concern you. You can start these processes from here. You can also search through them with the search bar, located in the top right corner of the section. The list can be refreshed with the button next to ...

home
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Stock market

User profile

The first thing, visible on this page is a grid of basic information, pertaining to stocks. Share price The current price of the company's share. My shares Amount of how many shares you own. Value of shares A monetary amount of all your s...

user-profile
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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...

general-info
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Delete serials

Products Serial numbers

This action requires the "delete serial" permission. Serials should, in most cases, not be deleted. The only exceptions are duplicates of existing serials. This happens when serials are create through different sources without all information.  When this hap...

serials
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Batch copy model file manager tool

Developer Developer tools

This tool is used for copying whole file manager contents between several entries of the  same model type at a time. This tool allows copying of file manager between multiple entries of the same model.  First, select the source model type from the list of ...

developer-tools
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Delete document

Admin Documents

This action requires the "delete document" permission. To delete a document, select it with the checkbox. Once the "trash" icon appears, click it and confirm the deletion. Tee document will then be deleted. Be careful, while deleting documents, as currently,...

documents
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Delete document types

Admin Document types

For deletion of existing document types, contact your ERP's administrator.

document-types
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Delete scheduled job

Admin Scheduled jobs

Scheduled jobs should ONLY be deleted by administrators with access to the code base. If a scheduled job is no longer needed, rather than deleting it, disable it, leaving a chance for it to be reactivated if ever needed. 

scheduled-jobs
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Delete event action

Admin Event actions

Existing event action should never be deleted, instead being deactivated.

event-actions
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Delete system option

Admin System options

This action requires the "delete system option" permission. To delete a system option, use the checkbox to select it, and then click on the "trash" icon, that appears in the top right corner of the page. You will be asked to confirm you want to delete the sys...

options
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Delete print signer

Admin Print signers

This action requires the "delete print signer" permission. Print signers, who are no longer active, should never be deleted, as they are still used when generating signed documents, created in the past (during the time when they were active signers). Inactiv...

print-signers
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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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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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Delete goods receipt

Purchases Goods receipts

This action requires the "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...

goods-receipts
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Delete goods transfer

Warehouses Goods transfers

Goods transfers can be deleted by users with proper authorizations. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first. Goods transfers with no stoc...

goods-transfers
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Updating booking date on goods writeoffs

Warehouses Goods writeoffs

This can only be done by users with permission to update goods writeoffs. To update booking date on goods writeoff, click the "calendar" icon in the "booking date" field. A calendar will appear, that provides an easy way to set a new date. Once the booking...

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Delete goods rebook

Warehouses Goods rebooks

This action requires the "delete goods rebook" permission. Goods rebooks cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods rebooks need to be canceled first. Goods rebook cancelation is currently not...

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Delete tag(s)

Code lists Tags

Tags can be deleted in the tag editor or from the table view by users with proper permissions. In the tag editor, the "x" symbol next to the tag name can be used to delete it. Tags with existing sub-tags cannot be deleted in the tag editor. To delete a ta...

tags
tag-sorter
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Delete announcement

Company Announcements

This action requires the "delete announcements" permission.  Check off the announcement that has been marked for deletion and click and confirm the "trash" button that appears in the top right corner, above the table. Announcements can be deleted directly in...

announcements
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