TrueERP wiki - User contributions [en]

Marketing Contact

2011-03-10T01:25:34Z

Eliza:

Contact Selection Range

2011-03-10T01:20:12Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Contact Selection Range]]
[[Marketing Contact]]
[[Lead]]
[[Lead List]]
[[Lead/Quote Status Type]]
[[Marketing Action List]]
[[Marketing Contact List]]
[[Marketing Ratios Report]]
[[Marketing Reports]]
[[Prospect (Marketing)]]
[[Prospect List (Marketing)]]
[[Print Reminders]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Telemarketing]]
[[Telemarketing List]]
</menu>
== Overview ==

A Contact Selection Range is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. It can also be selected as a criteria for filtering the Marketing Contact List EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.

'''How to use Contact Selection Range'''

*Select [[Marketing]] Tab
*Select Contact Selection Range
*Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised

by other users eg. Postcodes 4207 to 4210

*Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
*Select the Field you want to filter on from the dropdown list. eg. If you want Melbourne CBD contacts, you would

most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode field - "tblmarketingcontacts.PostCode"

*Select the Comparison drop down list - This is a list of function that define how you want to compare the data in the

"Field" to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to".

*Select Value - enter the value being compared to eg. 3000

Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula'''"tblmarketingcontacts.postcode equal to 3000"''' Save or select ADD again if you wish to add to this selection criteria

'''Using Multiple Criteria'''

Here is an example of how to select a range of postcodes and excluding one value within that range.

*Select [[Marketing]] Tab
*Select Contact Selection Range
*Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised

by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001"

*Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
*Select the Comparison drop down list - choose the comparison "greater or equal to".
*Select Value - enter the value being compared to ie. 3000

*Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
*Select "AND"
*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
*Select the Comparison drop down list - choose the comparison "less or equal to".
*Select Value - enter the value being compared to ie. 3005

*Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
*Select "AND"
*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
*Select the Comparison drop down list - choose the comparison "not equal to".
*Select Value - enter the value being compared to ie. 3001

*SAVE

You have just created a selection criteria that reads; '''tblmarketingcontacts.postcode greater or equal to 3000''' AND tblmarketingcontacts.postcode less or equal to 3005 AND tblmarketingcontacts.postcode not equal to 3001

The result when applied to a list is to show all marketing contacts with postcodes 3000, 3002, 3003, 3004 or 3005

Stock Transfer

2011-03-10T01:17:36Z

Eliza:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]

</menu>

The Stock Transfer button allows the user to perform a transfer of stock from one Department (Cost Centre) to another. Stock Transfers are transferred at Cost Price. Stock Transfers are directly linked to Product Re-order points allowing Auto Transfers to be processed.

'''How to perform a Manual Stock Transfer'''

*Select the [[Inventory]] tab
*Select the [[Stock Transfer]] button
*Select 'Transfer From' Department from the drop down list
*Select to To Account from the drop down list

This account should be an Inventory Asset Account. The "from" Inventory Asset account for the product will always be one side of the transaction. When transferring stock the relevent Inventory Asset account is reduced for the stock being tranferred out and increased for the stock being transferred in. In most cases this is the same account and the change is a nett zero.

*Show only as Unit Of Measure

When selected the available quantity for transfer will only be the stock in that unit of measure. eg. If you have 3 cases and 4 bottles and you select cases as you UOM, only 3 will be available for transfer.

*Enter the date of the transfer

*In the Product field select the product from the drop down list or type "~" and scan the products barcode
*Select the UOM if applicable - the available quantity will display

Note: You can only transfer stock that is available. While your total stock at hand may be more, any stock already allocated to a sale cannot be trnsferred elsewhere unless you change the sales order to a back order

*Enter the department where the stock is to be transferred to.
*Select Bin/Batch and Serial number information if applicable.
*Enter a reason for the transfer at the bottom of the screen

*At this point you can put the transfer on hold or process it by selecting the appropriate buttons.

 '''How to perform an Auto Transfer''' Auto transfer is driven by the preferred levels of stock in the quantities tab of the product file. Selecting Auto Transfer will cause ERP to calculate what stock needs to be transferred based on the preferred levels and reorder points and populate the list of transfers to be processed.

*Select the [[Inventory]] tab
*Select the[[ Stock Transfer]] button
*Select 'Transfer From' Department from the drop down list
*Select to To Account from the drop down list
*Select the [[Employee]] Name
*Select Auto Transfer button

*A Departments List screen will appear
*Hold down the'''CONTROL''' key and select the to department/s
*Select Close button
*The Stock Transfer screen will now populate with a list of transfers to be processed.
*At this time you can delete any entries that you don't want to process by selecting the line and then selecting the

red cross in the top left of the grid.

*Select Process to process now or Hold to process later

Process Steps

2011-03-10T01:09:53Z

Eliza:

<menu align="center" name="myMenu">
More Detail=
[[Barcode Manufacturing]]
[[Capacity Planning]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Product Express List]]
[[Production Job Status]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
</menu>

== Overview ==

Process Steps are the preliminary foundation steps to manufacturing a product. Process Steps are used to identify the action required at a set stage in an assembly. Processes Steps are the steps listed in the assemply schedule and are allocated a period of time for completion. Each process step will be allocated to a <a _fcknotitle="true" href="Resource">Resource</a>

'''How to use Process Steps'''

*Select the [[Manufacturing]] tab
*Select the [[Process Steps]] button

*The Process Steps screen will load display a list of all current Active and Inactive Process Steps.

*Enter a new Process Step by selecting the last entered row and using the down arrow on your keyboard to create

a new line.

*Enter the name of your new Process Step, e.g. 'Packing'.
*Tick the Active box to ensure it will be available for selection when creating an Assembly.
*Select 'OK' to save your new entry.

Process Steps are an integral part of setting up a Manufactured Product within Inventory. Please refer to New <a _fcknotitle="true" href="Product / Manufacturing">Product / Manufacturing</a> Tab for details on setting up a Manufactured product.

Orders From Stock

2011-03-10T01:08:32Z

Eliza:

<menu align="center" name="myMenu">
More Detail=
[[Barcode Manufacturing]]
[[Capacity Planning]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Product Express List]]
[[Production Job Status]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
</menu>

== Overview ==

When preferences are set to allow orders for manufactures products to be taken from stock, order fulfillment is managed in the Orders From Stock screen. From this screen you can view outstanding orders, stock availablility and can even send an order to be manufactured or "finalise" an order, generating an invoice.

How to use Orders From Stock

*Ensure that Preferences are set correctly
*Select [[Manufacturing]] tab
*Select [[Orders From Stock]] button
*The list will display all orders waiting to be filled including numbers sold and available quantity
*If you decide to manufacture the product to fill the order select Manufacture button
*If you have sufficient quantity in stock select Finalise button. This will allocate stock and print an invoice.

Job Time Sheets

2011-03-10T01:06:45Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Barcode Manufacturing]]
[[Capacity Planning]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Product Express List]]
[[Production Job Status]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
</menu>
== Overview ==

The Job Time Sheets screen displays a list of time sheet entries for manufacturing jobs showing scheduled time vs actual times and enables you to convert the entries into actual time sheets. Standard filters allow for a Summary view, Details View and Extra Details view.

'''How to View Job Time Sheet entries'''

*Select [[Manufacturing]] tab
*Select [[Job Time Sheets]] button
*Select Summary radio button to view times sheet totals per Sale
*Select Details radio button to view time sheet details per process
*Select Extra Details to view time sheet details per employee

'''How to create Job Time Sheets'''

*Select Completed radio button - this displays completed time sheet entries.
*Hold CTRL and select timesheets for an employee
*Select Timesheet button - confirm and a manufacture time sheet will be created.

Capacity Planning

2011-03-10T01:06:08Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Barcode Manufacturing]]
[[Capacity Planning]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Product Express List]]
[[Production Job Status]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
</menu>
<menu name=myMenu2 align=center>
Related Items=
[[Picking Slips]]
[[Production Worksheets]]
</menu>
== Overview ==

Within Capacity Planning you can add, amend and view the production schedule by customer, Resource and/or Process.

'''How to use Capacity Planning'''

*Select the [[Manufacturing]] tab
*Select [[Capacity Planning]]

'''Summary view'''

*This is the default view showing production capacity, available capacity and the status of the processes

for each order.

'''Detail View'''

*As above plus details of each item to be produced and the quantity

'''Extra Detail View'''

*As above plus details of each Sales Order and Customer

'''Status'''

*Shows the current status of each order
*Select [[Auto Schedule]]
*Shows a list of items ordered but not yet scheduled
*Select those required to be scheduled
*Select OK
*Status has now changed to Scheduled

To Manually change the scheduling, drag and drop the scheduled hours to another date To change the status, Right click and select the new status

'''Production Steps'''

*For each production step, roght click on the scheduled hours and select the next step (eg. Flag as started,

Create Picking Slip etc.

Stock Transfer

2011-03-10T01:04:05Z

Eliza:

<menu align="center" name="myMenu">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]

</menu>

The Stock Transfer button allows the user to perform a transfer of stock from one Department (Cost Centre) to another. Stock Transfers are transferred at Cost Price. Stock Transfers are directly linked to Product Re-order points allowing Auto Transfers to be processed.

'''How to perform a Manual Stock Transfer'''

*Select the [[Inventory]] tab
*Select the Stock Transfer button
*Select 'Transfer From' Department from the drop down list
*Select to To Account from the drop down list

This account should be an Inventory Asset Account. The "from" Inventory Asset account for the product will always be one side of the transaction. When transferring stock the relevent Inventory Asset account is reduced for the stock being tranferred out and increased for the stock being transferred in. In most cases this is the same account and the change is a nett zero.

*Show only as Unit Of Measure

When selected the available quantity for transfer will only be the stock in that unit of measure. eg. If you have 3 cases and 4 bottles and you select cases as you UOM, only 3 will be available for transfer.

*Enter the date of the transfer

*In the Product field select the product from the drop down list or type "~" and scan the products barcode
*Select the UOM if applicable - the available quantity will display

Note: You can only transfer stock that is available. While your total stock at hand may be more, any stock already allocated to a sale cannot be trnsferred elsewhere unless you change the sales order to a back order

*Enter the department where the stock is to be transferred to.
*Select Bin/Batch and Serial number information if applicable.
*Enter a reason for the transfer at the bottom of the screen

*At this point you can put the transfer on hold or process it by selecting the appropriate buttons.

 '''How to perform an Auto Transfer''' Auto transfer is driven by the preferred levels of stock in the quantities tab of the product file. Selecting Auto Transfer will cause ERP to calculate what stock needs to be transferred based on the preferred levels and reorder points and populate the list of transfers to be processed.

*Select the Inventory tab
*Select the Stock Transfer button
*Select 'Transfer From' Department from the drop down list
*Select to To Account from the drop down list
*Select the Employee Name
*Select Auto Transfer button

*A Departments List screen will appear
*Hold down the'''CONTROL''' key and select the to department/s
*Select Close button
*The Stock Transfer screen will now populate with a list of transfers to be processed.
*At this time you can delete any entries that you don't want to process by selecting the line and then selecting the

red cross in the top left of the grid.

*Select Process to process now or Hold to process later

Stock Adjustment List

2011-03-10T00:52:50Z

Eliza:

fckLRMore Detail=fckLR[[Auto Adjust Bin]]fckLR[[Auto Reorder]]fckLR[[Barcode Picking]]fckLR[[Barcode Picking List]]fckLR[[Batch Product Creator]]fckLR[[Batches]]fckLR[[Data Update]]fckLR[[Inventory Reports]]fckLR[[New Product]]fckLR[[Print Pick Slips]]fckLR[[Product Attributes]]fckLR[[Product Express List]]fckLR[[Product List]]fckLR[[Serial Numbers]]fckLR[[Serial / Job Number]]fckLR[[Stock Take]]fckLR[[Stock Adjustment]]fckLR[[Stock_Adjustment_List]]fckLR[[Stock Transfer]]fckLR[[Stock Transfer List]]fckLRfckLR

 

The Stock Take List button allows the user to view all completed [[Stock Adjustments]] or [[Stock Takes]]. The list is fully customisable, exportable, has search functionality, and can be selected by date range or custom date range, (refer global list for further details).

Ways Lists in ERP can be Manipulated:

*[[Filtering Lists]]
*[[Searching f5 f6 f7]]
*[[Customising Lists]]
*[[Report Printing Options]]
*[[Export Data]]

 

''' Viewing the Stock Take List'''

*Select the[[ Inventory]] tab *Select the [[Stock Take List]] button *The list can be viewed in Summary mode (the default) or Details mode by selecting the Details button *Summary mode shows the date, type of adjustment (Stock Adjustment / Stocktake) and who made the adjustment *Details mode shows the details of the product adjusted, quantities, values etc

Serial / Job Number

2011-03-10T00:44:57Z

Eliza:

The Serial / Job Numbers screen is where you can create serial numbers which are then available for allocation to a product from a sale transaction or from a repair or job. The screen also shows serial numbers that have already been allocated.

Using Serial / Job numbers

*Select [[Inventory]] tab *Select Serial / Job Numbers button *To generate more serial numbers enter the quantity of serial numbers to be generated in the Generate field *Enter the first serial number to be generated in the Serial Numbers From fields *Enter the department if not Default *Enter OK *The new serial numbers have been generated and can be allocated to a product from a sale transaction with the F9 key in the serial number allocation screen.

Serial Numbers

2011-03-10T00:43:49Z

Eliza:

Product List

2011-03-10T00:42:20Z

Eliza:

This button allows you to view your product list. This list (as with all lists within ERP) is customisable, exportable, and printable. In addition to the information displayed in the Express Products List, the Products List shows Stock Quantity and Stock Valuation information as well as cost and price information without having to open the product file. The Product List also allows printing of Barcodes for selected products.

 '''How to use Product List'''

*Select the [[Product List]] button on the top menu OR
*Select the Product button at the top right of the[[Product Express List]] page
*The Product List is Department specific, i.e. you can select the list by Department or All Departments.
*'Use Updated Date Filter' - filters the product list of items to those updated within the date range selected.

Ways Lists in ERP can be Manipulated:

*[[Filtering Lists]]
*[[Searching f5 f6 f7]]
*[[Customising Lists]]
*[[Report Printing Options]]
*[[Export Data]]

'''Note on Stock Values'''

If you have purchsed and received stock the quantity and value will appear on the Product List but will not appear on the balance sheet until you have received an invoice on the Purchase Order. Thios means that there can legitimately be a difference in the stock values between the Product List and the Inventory Asset value on the Balance Sheet.

'''How to Merge Products'''

In some circumstances you may need to merge two products. eg. If a product's name has changed it is not possible to simply change the name in the product file as this is the unique identifyer for the record. You must create a new product with the new name and merge the old product into it.

*Select Sales
*Select product List
*Hold down the control key (Ctrl) and select the product name that you want to keep
*Continue to hold down the control key and select the product you want merged into the first product
*Right Click your mouse and select MERGE

'''Barcode Printing'''

*Tick 'Barcode Picking' (bottom left of Product List)
*Select the item you wish to print the barcode for (ensure there is a barcode entered into the Miscellaneous Tab within the product). 

*If you require Barcodes for all your Products simply tick the 'Select All In Grid' button (bottom of Product list).
*If you require Barcodes for a selection of your products, press 'Ctrl' and click to select the products required.

*Tick 'Quantity In Stock' if you require a barcode printed for every item in stock.

*Select the 'Print Barcode' button
*Barcodes will be printed for the in stock quantity of the product/s selected.

*Un-tick 'Quantity In Stock' if you wish to print only 1 barcode for the selected product/s.
*Select the 'Print Barcode' button

*One barcode will be printed for each product/s selected.

*Tick Price Matrix (bottom right) to print barcodes for Price Matrix items
*Select the product/s required
*Select the 'Print Barcode' button

*The Price Matrix items for the selected products will load
*Press Ctrl & Click to select the Barcodes for printing
*Select the 'Print Barcodes' button

*The selected barcodes will be printed

Product

2011-03-10T00:34:08Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]

</menu>
<menu name=myMenu2 align=center>
Product Screens=
[[Inventory Related Accounts]]
[[Bins and Batches]]
[[Manufactured Product]]
[[Extra Buy Price]]
[[Extra Sell Price]]
[[Miscellaneous]]
[[Picture]]
[[Quantities]]
[[Serial Number]]
[[Tax Codes]]
[[Product Formulas]]

</menu>

== Overview ==

A New Product is created when you have the need to select it from the Inventory List when entering an Invoice, Purchase Order etc. New Products need to be set up as a specific Product Type to ensure correct data flow.

Product Types have been locked to prevent conversion from non-inventory to inventory without taking into account the Cost of goods sold still outstanding. Following is a list of the Products Types available in ERP:

Inventory Part A physical product that has its amount tracked as inventory (it HAS a Cost of Goods Sold, ATTRACTS Income directly or indirectly, and IS considered an Asset) Non-Inventory Part A product that has a buying cost but doesn't have its amount tracked. (it HAS a Cost of Goods Sold, ATTRACTS Income directly or indirectly, but it IS NOT considered an Asset) Other Type A product that doesn't have a specific buying cost associated with it, but it is sold. (it DOESN'T have Cost of Goods Sold, it IS NOT considered an Asset, but MAY attract Income)

NOTE: Price entry is (inc) therefore ERP will automatically calculate the (ex) prices as they must be entered 

with 4 decimal places for GST purposes.

'''How To Create a New Product'''

*Select [[Inventory]] Tab
*Select [[Product]]
*Select [[Product Type]]
*Enter [[Product Name]]

If using Namable columns (by default Manufacture, Type, Dept) select as desired Enter Description on Purchase Transactions (by defauslt, same as product name) Select Copy or enter Description on sales transactions - this is the description that will appear on invoices etc.. If a more detailed description is required select "+" to open Description Memo form and enter description NB. If using Description Memo Sales Order and Invoice templates will need to be amended to display the content

*Enter the Cost (Inc) into field 1 of Qty Buy, select Yes to the prompt to Auto Correct the prices for the 3 fields.

NB. If you require price breaks, enter separate Qty's into each field, e.g. Qty 1 = $10.00ea, Qty 10 = $9.00ea, Qty 100 = $8.00 ea

*Select the COGS Account (default = COST OF GOODS SOLD) See [[Inventory Related Accounts]]
*Enter a Preferred Supplier - from the drop-down Supplier list (This field is optional but is necessary if you

intend using Smart Orders or Auto Reorder).

*Purchase Tax Code - Default = NCG (Non Capital Acquisition GST inc) but see [[Tax Codes]] for more information
*Purchase Default UOM - If using Units of Measure these will be added here after creating the new product.

See [[Units of Measure]]

*Enter Asset Account - Default is Inventory Asset. See [[Inventory Related Accounts]] for more information on

Accounts

 

*Enter the Price (Inc) into field 1 of Qty Buy, select Yes to the prompt to Auto Correct the prices for the 3 fields.

Alternatively you can enter a percentage markup in %(Ex): Cost/Sell to calculate Prices for you. NB. If you require price breaks, enter separate Qty's into each field, e.g. Qty 1 = $10.00ea, Qty 10 = $9.00ea, Qty 100 = $8.00 ea

*Select the Income Account (default = SALES) See [[Inventory Related Accounts]]
*Wholesale (Ex): - Enter the Price for Wholesale customers if any
*Sales Tax Code - Default = GST. See [[Tax Codes]] for more information
*Sales Default UOM - If using Units of Measure these will be added here after creating the new product.

See [[Units of Measure]]

*Enter Asset Account - Default is Inventory Asset. See [[Inventory Related Accounts]] for more information

on Accounts

The Product Tree will display the information entered in the optional columns in a tree view

Product comments field can be used for general comments as desired

*'''Special Discount''' - If selected this product will be available at a special discount to customers who are flagged

as eligable to receive a Special Discount. Each customer can be given a "Special Product Discount" at an individual rate that is entered in the customer file. This discount rate is then applied to any products with "Special Discount" flag ticked.

*'''Serial Number Tracking''' - If selected, serial numbers will be requested and tracked for this product. See

[[Utilities>Preferences>Inventory]] for a preferences related to Serial Number tracking

*'''Auto Reorder''' - If selected this products In Stock quantities will be assessed against its reorder points whenever

[[Auto Reorder]] is run

*'''Discontinued''' - If selected the product can not be included on new purchase orders but existing stock can

still be sold. If no stock is held you would make the product inactive.

*'''Included in Analysis''' - If flagged this product will be included in the "Combined Analysis Report" and "Employee

Analysis" both of which can be found in [[Employee Reports]]

*'''Hide on Print''' - Select if this product is to be hidden on printed invoices but included in the value of the invoice

(it will still be seen on screen) eg. You may wish to add travel expenses when providing a service. Using Hide on Print will allow you to account for the expenses seperately without displaying them as a seperate item on the customer's invoice.

*'''Create Job''' -
*'''Auto Create Smart Order''' - If Selected the user will be asked if they wish to create a purchase order for

this product when a sales order is raised. This is useful for products that may be sold rarely and therefore not kept in stock.

*'''Has Formula Attached''' - Select this item if you want to attach a formula to calculate quantities of another

product that is to be supplied with this one. EG. If selling a product with variuable dimensions such as a door, a formula might be added to calculate the area based on the height width and depth and calculate the quantity of paint required for the order. A popup window will appear when the product is ordered asking for the variables required by the specified formula. See[[Product Formulas]] for more information.

Data Update

2011-03-10T00:28:39Z

Eliza:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]

</menu>

Within ERP you are able to update all prices, re-order points, product departments, batches & bins, and activity of products within the inventory listing by selecting the [[Data Update]] option. You have the ability to select a specific criteria of Inventory to ensure that you are only adjusting required items.

'''How to use Data Update'''

· Select the [[Inventory]] tab · Select the [[Data Update]] button

· The criteria to choose from for your [[data update]] is listed in 'Selection' field as per below. · Select the action you wish to perform an update for, e.g. Product Prices. Notice that the fields relating to your selection will remain highlighted and the fields that do not relate will be grayed out.

· Select 'All' if you wish to update all your product prices. · Select 'Product Type' if you wish to perform the update on specific product types. (As per the example below). · If you want to update a specific category of product as per column's 1, 2 & 3 in your product cards, simply select the category/s you require from the drop-down menu under each heading. · If you only want to update prices for a select number of products (regardless of type or category), select each product individually from the 'Product' drop-down menu.

· Select the '[[Price Type]]' you are wanting to update, e.g. '[[Line Price]]'

'''NB: If you select the Fixed Main/Extra Sell choice this will update the main screen prices. Be aware that ''' this will change all products selected to a fixed price.

· Select the 'Customer' you are updating, e.g. 'All' Customers. You can choose to update a particular Customer type if required. · Select 'Exclude Special Prices' for this example (refer Sales/Customer/Special Prices).

· Select the Variation Option to Increase by a Percentage of 5%

(You can update by a $ value if required).

· Select 'Update'

· Select OK to the following message if you are sure of your selection.

'''Note that the message indicates the number of records about to be updated.'''

· The following field will indicate the records have been updated. · Select 'Close'

· Select 'Correct Extra Sell Prices' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

· Select '[[Add to Department]]' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields. · Special note for this selection: When a Product list is first imported into ERP you will not see the products in the product list until you add them to a Department/s.

· Select '[[Customer Prices]]' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

· Select '[[Batch & Multi Bin]]' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

· Select '[[Adjust Class Variance]]' (Class = Department) and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

· Select '[[Deactivate Products]]' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

· Select '[[Update Re-Order Points]]' and select the criteria required as per instructions above, remembering that ERP will auto load only the fields that apply to your selection. ERP will also prompt you if you have not completed all required fields.

Batch Product Creator

2011-03-10T00:15:55Z

Eliza:

Barcode Picking List

2011-03-10T00:13:06Z

Eliza:

Barcode Picking

2011-03-10T00:12:19Z

Eliza:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]

</menu>

 

ERP Barcode Picking enables the picking process to be updated via a hand held scanner. Barcodes need to be attributed to the products available for picking, i.e. Inventory items. A barcode is allocated to each Employee so that the process can also track who picks an order.

'''Preferences Required'''

In [[Preferences/Inventory]] select "Pick From Sales Order" or "Pick From Invoice" radio button. In [[Preferences/Inventory]] under Barcode Picking, select

Auto Modify Invoice/Sales Order on Picking

Auto Convert SO to Invoice on Completion (optional) Print Consignment Note on Completion (optional) Print Delivery Docket on Completion (optional) Print Invoice/SO on Completion Optionally in Preferences/Inventory/General, you may select Auto Add Barcodes. This preference automatically creates a barcode for every new product. This is not necessary for Barcode Picking as Barcode Picking generates a unique barcode

*If desired, under Preferences/Sales/Miscellaneous, select Barcode Pick Always On

'''How to use Barcode Picking'''

*Create a Sales Order (Refer Sales/Sales Order)
*Ensure 'Barcode Pick' is ticked.
*Enter Picking Instructions if required.
*Save

*Select the Inventory tab
*Select the Barcode Picking button

*Scan the Employee Barcode ID (Refer Employee/Barcode)

NB: EMP-3 is the human readable code for the related Barcode where 3 is the employee [[Global Reference]] number. See Templates for details.

*Select either the START NEW button or 'Ctrl + Enter' to start printing a new Picking Slip. The Picking Slip template used is Pick Slip with Barcodes
*OR Scan the 'Start Packing' barcode from a previously printed Picking Slip

*Select Print Control Codes to print a page with barcodes to start and end picking and start and end packing as well as start new pack. These codes are generic and therefore don't need to be printed for every pick slip.

*Scan the 'Start Picking' barcode from the Barcode list printed with the Picking Slip.

*To Stop Picking the order - Scan the Stop Picking Barcode.
*To Start Packing the products you have just picked - Scan the Start Packing Barcode.
*Next Step: 'Scan Product Barcode' will be displayed.
*Scan each Product Barcode as it is packed on your Picking Slip entering the correct quantities to be packed in the Barcode Picking List or scan each item as it is packed.

NB. Where products are available in multiple units of measure (UOM) eg. carton of 4, you can scan the alternate barcode on the picking slip when packing that carton.

*If the items are to be packed in multiple boxes, scan New Pack from the Control Codes each time a new box is started.
*Once you have scanned all your products and you are ready to Stop Packing - Scan the Stop Packing Barcode.
*Stopping Packing will prompt the printing of required documentation as per your preferences. e.g. Invoice, Delivery Docket, Consignment Note

*After each Order has been packed your Barcode Picking screen will return to Next Step: Scan Employee Barcode, ready for you to start picking the next order.
*The items are now picked and packed.

Refer to the Barcode Picking List to view:

*Who picked and packed the order
*The time picking and packing commenced
*The duration of the picking and packing

Auto Reorder

2011-03-10T00:00:21Z

Eliza:

Terms List

2011-03-09T23:50:52Z

Eliza:

Templates

2011-03-09T07:11:15Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Customise Toolbar]]
[[Departments List]]
[[Foreign Exchange Rate]]
[[Foreign Exchange Rates List]]
[[General Reports]]
[[Global List]]
[[Locations]]
[[Memorised Transaction List]]
[[Regions]]
[[Shipping]]
[[Shipping List]]
[[Tax Codes List]]
[[Templates]]
[[Terms List]]
[[Word Wrap]]
</menu>

== Overview ==

ERP provides the user with the ability to produce a high standard of printable documentation. This being a key feature of any good software that is to be used at a commercial level in today's business world, ERP installs with multiple default templates covering every ERP module, some templates designed in multiple formats.

ERP meets the above requisite and more, by incorporating a complete Report Designer within the software. This allows any User with SQL database knowledge, the ability to design and create their own templates to report on data stored within ERP. The User has the freedom to customise templates and reports to suit their own Organisations requirements. Refer to the detailed user manual for the report builder module called LearnReportBuilder.pdf<File=LearnReportBuilder.pdf>

 How To View Templates

*Select the [[General]] tab.
*Select the [[Templates]] button
*OR select Templates via the top menu bar under, Reports=>Templates.

*The Customise Templates screen will load with the Cursor in the Search Text field.
*Start typing the name of the Template you wish to open/view, e.g. Sales Order. Alternately you can also scroll

up/down to find the report that you're looking for. The arrow on the left of the List will indicate which Template is selected, as more than one template will be highlighted when Sal is typed into the Search field.

*Select View Report to open the Print Preview, view of the selected Template.
*The Preview will load as 1 sheet per page, (full page view). Left zoom button view.

*Select the middle zoom button to zoom in for a half page close-up view.

*Select the right zoom button to display the page as actual size (100%).

*Enter a % value manually into the zoom percentage field to display the preview as required, e.g. 80%.
*If the report is spread over multiple pages you can toggle between these using the toggle arrow buttons.
*Select the Printer icon to print the report from within this Preview page.
*Select Close to return to the Customise Templates screen.

'''The Customise Templates screen displays 3 columns:'''

1.'''Template Name'''. This indicates the actual name of your Template. It is a good idea to name all related Templates with the same first name, e.g. Sales Order, Sales Order Matrix etc. This keeps them listed together for convenience. This field can be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.

2. '''Type field'''. This indicates what area of ERP the template is designed to be used for, e.g. 'Sales Order' Type to create a new 'Sales Order' template. The Type list is predefined; meaning a report Type can only be one that is already specified in ERP. This column can also be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.

 3. '''Default'''. If this field is ticked it indicates that this template is the default template used by ERP when printing reports of that 'Type'. The default can be changed to any other Template of the same Type. There can only be one default template set for each 'type'. This column can also be sorted by ascending or descending order by clicking on the field header, conveniently listing all your 'default' templates together. The order is indicated by the finger pointer.

'''How To Export Templates'''

*ERP Templates can be exported individually or in their entirety. This can be useful when you are making changes

to current templates; you can export the templates before any changes are made. This way you will have a back-up, if you wish revert to the original templates.

*To export individual templates you will need to go to the '''Customise Templates''' (General Tab; Templates Button)

window and select '''Export.'''

*You will then be prompted with the '''Export Templates''' window. If you click on the folder button you will be able to

choose the location of where you would like the file to be exported and the name of the file.

*You can give the file any valid name and the file will be stored in a ERP Template'''.ttd format.''' This is the format in

which ERP exports and imports templates and is exclusive to ERP Software.

*Once selected the template export folder path will appear in the '''Select Export File''' field.
*You can also choose to export the templates only with the SQL strings by ticking the'''SQL Only (No Layout)''' box.

'''Please bear in mind that if this option is ticked the template layout designs will NOT be exported.'''

*Clicking on Export will start to export the templates and the export progress will show on the Progress Bar.

*To Export '''All''' Templates select the File menu on the top toolbar.
*Select '''Export, Export Templates.'''

Following the same steps to export the Templates Export as per instructions above for exporting Individual Templates.

'''How To Edit Templates'''

*Select the'''Customise Templates''' window as shown above.
*If you know the name of the report you can type it in the '''Search text''' and it will appear as highlighted, otherwise

you can also scroll up/down to find the report that you require. In this example we will use the Sales Order report.

*Double-click on the Report and this will open the report in the ERP Report Designer.
*By default the Template is opened in '''Design''' mode but you can always view a '''Preview''' by clicking on the '''Preview'''

tab.

*Back in Design mode you have a wide range of tools along the top of the screen to customise the template as

required by the organisation. These tools are covered in more detail below in '''How to Create New Template.'''

'''How To Create a New Template'''

In ERP you can re-create any existing template and customise it as required by your organisation. Customisation is limited to the available SQL String per template, and the SQL knowledge of the person designing the Template. You can also create totally new report templates from a blank page, but this requires advanced knowledge of SQL Strings and ERP software, therefore it is probable that you will have to seek the skills of a ERP Programmer to achieve your desired results in a timely fashion.

The process of creating a new template by using the base of an existing one, involves copying all the detail from the original (including the layout and data elements) into the new template, then amending it.

*To create a new Template go to the '''Customise Templates''' window and select '''New.''' This will create a new line

in the Template list and will allow you to enter a name and type for the new template

*In the '''Template Name''' field enter the name for the new template and in the '''Type''' field select a Template Type

from the dropdown list. In this example we will use the Invoice type and name it '''Invoice New'''

*Double-click on the newly created template to load the '''Report Designer'''. Note that this template is currently

blank.

*To exit from this screen use '''File=>Close''' from the menu bar, or you can use the x button at the top right.

'''NB: Closing out of the Template Designer will NOT save any changes that have been made to that ''' template. You will Always have to select the 'Save/Close' button on the Customise Templates window before changes to templates will be saved.

*We now need to copy the SQL String from the original Invoice and paste it into the Invoice New.
*Select Invoice from the Template list.
*Highlight ALL of the SQL String and copy it.
*Select Invoice New from the template List.
*Highlight ALL of the SQL String then paste the SQL string you have just copied from the original Invoice.

'''Note:''' SQL (acronym for Structured Query Language) is a standard method of conveying information to and from a database. In ERP the SQL String allows information to be retrieved from the ERP Server and used in Reports.

'''The SQL Strings used in ERP are unique for every report; therefore it is vital when we create new reports that the ''' SQL String is copied from the correct Report Type.

*Double-click on Invoice to open the Report Designer.
*Select all off the layout of the template by using Ctrl+A and then copy it into your clipboard by using Ctrl+C
*Take a note of how many breakpoints the layout of the Template has. In the Invoice below we have 3 breakpoints; Header,

Detail and Footer. These are indicated by the grey bar going across the page.

*The reason for this is that the new report will also need to have the same in order for the layout to be pasted correctly.
*Take a note of how much of the page is used in between the breakpoints.

Close out of 'Invoice' and Open 'Invoice New'. By default any new invoice template will open with 3 breakpoints; Header, Detail and Footer and will not have much space between them

'''Note:''' Remember you can always use 'Save/Close' to save changes to templates and then re-open the report to carry on working. This will ensure you capture correct settings of your new template design before you proceed to make further changes that you may not initially get right.

*We now need to resize the distance between breakpoints so that the layout that is to be pasted will fit correctly.
*To resize the distance between breakpoints you can simply click and drag the grey bar up or down for each breakpoint
*Following on from our example of the Invoice the '''Header''' covers just over 5 inches, '''Detail''' covers around half an inch

and '''Footer''' covers just under 4 inches. We will use around an inch more for each one as we can re-adjust distance after pasting the layout.

*Once the breakpoint distances have been set, click into the body of the template and then paste the Invoice template

using Ctrl+V (by default time/date and page numbering are inserted on blank reports).

*You can now resize the breakpoints to fit the template content, by dragging them back up to the base of the text.

'''NB:''' By default you will not be able to drag the breakpoint beyond the text.

*If we now preview the Invoice it will show up exactly as the original Invoice.

*You may have noticed that there are a number of tools in the ERP Template Designer that can be used to edit any report.

The first and most important one is the 'Select Object'.

*Using the 'Select Object' you can select, highlight, move and resize almost any item on the template. When the Report

Designer is opened the 'Select Object' is selected by default.

*Label Object. This allows the adding of a text Label onto the report. You can then change the properties by right-clicking

on it.

*If you right-click while on an existing object anywhere on the ERP Report Explorer, you will be able to view and change the

setting for that item, e.g. below are the options for the Label Object.

*Memo Object. This allows the adding of a longer piece of text onto the report, for example a terms statement.

*Rich Text. Using this you are able to add text in Rich Text Format.

*System Variable. This function will allow you to select from a list a variable that the system has already stored, for example

the date, page numbering etc.

*First select the System Variable object, place it on the report.
*Then choose the variable you require from the dropdown list on the toolbar.

*Image. Most organisations need to use images such as their logos onto their templates. The image function allows you to

import external images and customise them on the template.

*Select the Image object and place it into the template.

*You would then need to right-click on the image box, select 'Picture', browse to the picture and select it to import it

onto the template.

*Using the right-click options you would then be able to edit and customise the reports as required.

*Shape. This function will allow you to select from a list a shape that the system has already stored, for example square,

circle etc.

*First select the Shape object, place it on the report and then choose the shape you require from the dropdown list on the

toolbar.

*Barcode. You can add barcodes to specific reports by selecting the Barcode Object and placing it on the report. You can

then change the human readable text/numbers of the barcode from the textbox.

All of the objects detailed above are Standard Components that can be used on the report; they are independent and are not associated to any specific data in the ERP Database.

The next set of Components in the ERP Report Designer is Database Components. These are also objects that can be used on any report but the essential difference is that they are linked to data stored in the ERP Database and retrieve information directly from it.

In the ERP Report Designer we have 6 Database Components in total;

DBText 2; DBMemo; DBRichText; DBCalc; DBImag; DBBarCode; Apart from being able to link to fields in the ERP database these are very similar to their Standard Component equivalents (apart from DBClac).

*Select a Database Component field and place it on the template
*Select the required data from the drop-down list to link the field to a specific field in the database which will then show

on the Report.

In the example below a Database Text Object (DBText) is selected. When the object is placed on the report a list box appears in the Toolbar which shows all of the available fields for the Text Object.

 

*Select the'''AmountDue''' as per example below selected.

'''NB:''' The field now displays '''Sum(AmountDue)'''

The '''database fields''' list box does not contain all of the fields of the database per template. The fields that are available to select from the list box are determined by the SQL String which is used in the report/template when it was created (detailed above).

Fields can be added and removed from the list box using the SQL String, but this requires advanced knowledge of SQL and ERP Software and is recommended to be carried out by ERP approved Personnel.

 Regions; Subreports; and Cross Tabs can be added to a report by using the Advance Components.

'''To make best use of these features please refer to the Report Builder Help or an ERP approved Consultant.'''

*Format and Edit Toolbar. All of the buttons here function the same way as they would on any Microsoft text editing software

i.e. Microsoft Word

*Nudge Toolbar. Using these buttons all of the selected components would be moved up or down or left or right by 1 pixel.
*e.g. The highlighted sections, Company Name down to Phone/Fax etc. have been nudged down. In this instance, over top of

other fields.

*Size Toolbar. Based on the button you select it would determine the min/max width or the min/max height of all the selected

Components and will then set the width/height of all the components to that value.

§ Shrink Width to Smallest § Grow Width to Largest § Shrink Height to Smallest § Grow Height to Largest

*Align or Space Toolbar. The buttons on this toolbar will assist in positioning components relative to one another and

relative to the band in which they appear.

§ Align Left § Align Middle § Align Right § Align Top § Align Center § Align Bottom § Space Horizontally § Space Vertically § Center Horizontally in Band § Center Vertically in Band

*Align Left: Aligns a group of components with the leftmost position of the component that was selected first.

*Align Middle: Centers a component based on the horizontal centre of the component that was first selected.

*Align Right: Aligns a group of components with the rightmost position of the component that was selected first.

*Align Top: Aligns a group of components with the topmost position of the component that was selected first.

*Align Center: Centers a component based on the Vertical centre of the component that was first selected.

*Align Bottom: Aligns a group of components with the bottommost position of the component that was selected first.

*Space Horizontally: Spaces a set of components based on the leftmost position of the first component selected and the

rightmost position of the last component selected.

*Space Vertically: Spaces a set of components based on the topmost position of the first component selected and the

bottommost position of the last component selected.

*Centre Horizontally in Band: Centers a component horizontally within a band.

*Centre Vertically in Band: Centers a component Vertically within a band.

'''Note:''' Please refer to a ERP Consultant or the Report Builder Help if you require any further clarification on Templates.

Shipping

2011-03-09T06:50:03Z

Eliza:

Memorised Transaction List

2011-03-09T06:29:26Z

Eliza:

Global List

2011-03-09T06:25:37Z

Eliza:

Foreign Exchange Rates List

2011-03-09T06:22:14Z

Eliza:

Foreign Exchange Rate

2011-03-09T06:20:32Z

Eliza:

Foreign Exchange Rate

2011-03-09T06:20:05Z

Eliza:

Departments List

2011-03-09T06:13:38Z

Eliza:

General

2011-03-09T06:01:09Z

Eliza:

<menu align="center" name="myMenu">
More Detail=
[[Customise Toolbar]]
[[Departments List]]
[[Foreign Exchange Rate]]
[[Foreign Exchange Rates List]]
[[General Reports]]
[[Global List]]
[[Locations]]
[[Memorised Transaction List]]
[[Regions]]
[[Shipping]]
[[Shipping List]]
[[Tax Codes List]]
[[Templates]]
[[Terms List]]
[[Word Wrap]]
</menu>

The General Tab contains features that have an overall effect on various areas within ERP. This tab contains lists of key functions such as your [[Global List]] which displays all your Suppliers, Customers, Employees, and Contacts within the one list. Here is where you will find answers to 'general' aspects of your ERP database.

The following notes will display the basic functionality for each button found within the General Tab. For further instructions on 'How To' fully utilise these functions, please refer to each button for guidance.

*How to View, Edit, Customise, Export and Print the "Memorised Transaction List"
*How to View, Edit, Customise, Export and Print the "Departments List"
*How to view certain reports in a graphical format
*How to Setup new Foreign Exchange Rates
*How to View, Edit, Customise, Export and Print the "Tax Code List"
*How to Customise the User Toolbar
*How to Create new document Templates and amend existing ones
*How to Create new Shipping methods
*How to View, Edit, Customise, Export and Print the "Terms List"
*How to View, Edit, Customise, Export and Print the "Foreign Exchange Rates List"
*How to View, Edit and Create Accounts Reports
*How to View, Edit, Customise, Export and Print the "Global List"
*How to View, Edit, Customise, Export and Print the "Shipping List"

Service Log List

2011-03-09T05:59:00Z

Eliza:

<menu align="center" name="myMenu">
More Detail=
[[Asset Register Report]]
[[Depreciation]]
[[Disposal]]
[[Fixed Asset]]
[[Fixed Asset List]]
[[Fixed Asset Reports]]
[[Fixed Asset Type]]
[[Fixed Asset Types List]]
[[Service Log]]
[[Service Log List]]
[[Warranties/Insurance Policy Report]]
</menu>

== Overview ==

The Service Log List allows the user to view, edit or create a Service Log for a specific date range.

Ways Lists in ERP can be Manipulated:

*[[Filtering Lists]] *[[Searching f5 f6 f7]] *[[Customising Lists]] *[[Report Printing Options]] *[[Export Data]]

 

'''How to View the Service Log List'''

· Click on the ''Fixed Assets'' tab · Select the [[Service Log List]] button

· Services that an employee has created will appear in this list. You can double click to view the specific Service Log.

· To create a new Service Log select the New button located on the bottom middle of the screen.

· Refer to Service Log for information on how to create the service log.

Service Log

2011-03-09T05:58:15Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Asset Register Report]]
[[Depreciation]]
[[Disposal]]
[[Fixed Asset]]
[[Fixed Asset List]]
[[Fixed Asset Reports]]
[[Fixed Asset Type]]
[[Fixed Asset Types List]]
[[Service Log]]
[[Service Log List]]
[[Warranties/Insurance Policy Report]]
</menu>

== Overview ==

Each Asset can be fully maintained and tracked via a Service Log. ERP will also log against the asset, any and all work done, including any internal labour costs and repairs. Record here the last service and the date the next service is due.

'''How to use the Service Log'''

*Select [[Fixed Assets]] Tab
*Select [[Service Log]] button
*Select the Asset Code from the drop down list of Fixed assets. The Asset Name will populate automatically
*Enter the Service date - this is the date last serviced
*Enter the Service Provider's name ie. The entity that performed the service
*Select the next service date from the drop down list - This will generate a reminder the nominated number of

days prior to the next service date. See [[Employee Preferences]]

*Enter any Service Notes - eg. "Will require new seals at next service"
*Select Save

The service history can now be viewed from either the [[Service Log List]] or by selecting the asset from the [[Fixed Asset List]]

Fixed Asset Types List

2011-03-09T05:56:23Z

Eliza:

Fixed Asset Types List

2011-03-09T05:55:56Z

Eliza:

Fixed Asset Type

2011-03-09T05:54:56Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Asset Register Report]]
[[Depreciation]]
[[Disposal]]
[[Fixed Asset]]
[[Fixed Asset List]]
[[Fixed Asset Reports]]
[[Fixed Asset Type]]
[[Fixed Asset Types List]]
[[Service Log]]
[[Service Log List]]
[[Warranties/Insurance Policy Report]]
</menu>

== Overview ==

The default Fixed Asset Types already in ERP are:

 

*General, General Assets
*Vehicle, Vehicles

You are able to add as many fixed asset types as you feel are necessary. Remember that when you need to report on Asset Types you can only do one type at a time, or all type. You are unable to run a report on two types with a total. A Fixed Asset Type is created to standardise the depreciation method for like assets (create once and apply to like assets).

'''How to Add a New Fixed Asset Type'''

*Select the [[Fixed Assets type]] Button
*Enter the Asset Type code eg. PROP
*Enter the Asset Type Name eg. Property
*Enter the depreciation option as Declining Balance
*Enter the Salvage value as 5%
*Select the Asset Life in years - eg: 4 years, this will automatically be entered in the Fixed Asset when using

this specific Fixed Asset Type

Fixed Asset Reports

2011-03-09T05:53:24Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Asset Register Report]]
[[Depreciation]]
[[Disposal]]
[[Fixed Asset]]
[[Fixed Asset List]]
[[Fixed Asset Reports]]
[[Fixed Asset Type]]
[[Fixed Asset Types List]]
[[Service Log]]
[[Service Log List]]
[[Warranties/Insurance Policy Report]]
</menu>

== Overview ==

Selecting the Fixed Assets Reports icon will open the Report Selector menu displaying the list of Fixed Assets related reports.

'''How to Use Fixed Assets Reports'''

*Select [[Fixed Assets]]
*Select [[Fixed Assets Reports]]

'''Fixed Assets Reports Detail'''

*[[Asset Register Report]] - List of Fixed Assets and depreciation details
*[[Fixed Asset Type]] - List of the Assert Types as defined by you
*'''Fixed Asset Details Report''' - List of Fixed Assets with details of each depreciation transaction
*[[Fixed Assets]] - List of Fixed Assets with details of warranties and insurances
*[[Service Log List]]- List of service history for each Fixed asset
*[[Warranties/Insurance Policy Report]] - List of Fixed assets with standard filters for No Insurance and No Warranty

Fixed Asset List

2011-03-09T05:52:36Z

Eliza:

Disposal

2011-03-09T05:33:22Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Asset Register Report]]
[[Depreciation]]
[[Disposal]]
[[Fixed Asset]]
[[Fixed Asset List]]
[[Fixed Asset Reports]]
[[Fixed Asset Type]]
[[Fixed Asset Types List]]
[[Service Log]]
[[Service Log List]]
[[Warranties/Insurance Policy Report]]
</menu>

== Overview ==

A Fixed Assets will eventually be disposed of, either after it has been depreciated to a zero value or at some point during the asset life. The disposal screen calculates the book value at the time of disposal.

'''How to use Disposal'''

*Select [[Fixed Assets]] Tab
*Select [[Fixed Assets List]] button
*Select the Fixed asset to be disposed of
*Select the [[Disposal]] tab

*Tick Disposal of Asset radio button
*Select Disposal Date from the drop down list for the Depreciation schedule you wish to use
*Enter the Sales Price
*Select the Calculate button

The Accumulated Depreciation and Book Value will be displayed for the date of disposal

Transfer Employee Data

2011-03-09T05:21:48Z

Eliza:

To Do List

2011-03-09T05:21:03Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>
== Overview ==

Ways Lists in ERP can be Manipulated:

*[[Filtering Lists]]
*[[Searching f5 f6 f7]]
*[[Customising Lists]]
*[[Report Printing Options]]
*[[Export Data]]

The "[[To Do's]]" area is a very valuable function and will enable you to set tasks for your Employees and also to keep track of their progress. If you set a task for someone it will appear in their reminder listings. The "To Do's" area can be found under the "[[Employee]]" Tab.

All the To Do's that have been created will then appear in the To Do List for the creator to keep track of. This will enable the user to view the result and the time it took for the To Do to be completed.

'''How to View To Do List'''

*Under the Employee Tab the" To Do list Button" will display a list of all the created "To Do's".
*The To Do list will show you all Outstanding and Completed Tasks that need to be actioned.
*If you have created a number of To Do's for a number of Employees, you can select a specific Employees

to view.

*Or you can select to view all the Employees.
*Each To Do will advise when the To Do was created, When the To Do must be completed, A Description,

The Employee the To Do is for and if there is a Result.

*The Result Box will be in Red if a Result has been entered into the To Do.
*Click on the "+" in the Result Box, This will Drop Down the Result to view the Date and what has been

completed.

*To view the [[To Do]], Double click on the To Do you wish to see.
*To advise if the Result in the To Do has been done, please tick the Box.
*To advise if the To Do has been completed, please tick the completed Box. And Save.
*This will then complete the To Do, and put it into the "done" area of the To Do's. This will enable the user to

view all past [[To Do's]].

To Do

2011-03-09T05:18:43Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>
== Overview ==

The 'To Do's' area is a very valuable function and will enable you to set tasks for your Employees and also to keep track of their progress. If you set a task for someone it will appear

in their reminder listings. The "[[To Do's]]" area can be found under the "[[Employee]]" Tab.

'''Creating a New To Do'''

*Click on the NEW TO DO button and select the Employee you wish to create a New 'To Do' for.
*Advise the Date and Time you wish the To Do completed by.
*From within the To Do, advise the task you want the Employee to perform. Enter this into the Description area.

*Then Save. This will then come up on the Screen when the Employee Logs into ERP.
*The Employee will then reply to your request by completing the Result area.
*The Result will then be displayed giving the date and time the task was completed with the Result.
*Once the Task has been finished the completed box can be ticked "Completed"

'''Using Auto Reminders'''

The Auto Reminders can be activated through the Employee Tab and then Employees Personal Preferences.

The "To Do's" are just one of a number of Reminders that can be activated from within this area to show up after one or more days. Tick the box to activate a reminder and then advise the number of days you wish the To Do to first appear. Then Save.

Note: If un-ticked the box displaying days in advance will not show.

Roster

2011-03-09T05:12:33Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>
== Overview ==

The Roster is used to manage the availability of employees. Leave can be scheduled in the roster as can unavailability for other reasons. A business with multiple departments or cost centres can allocate an employee to a particular department at particular times. Unavailability on the roster is also shown on the Calendar and can be seen when making appointments. How to use Roster:

*Select the [[Employee]] tab
*Select the [[Roster]] button.
*Click and drag across the required dates for the required employee.

Right mouse click on the highlighted dates and a selection list will pop-up. '''Select:'''

*If you have multiple departments they will be listed. Select one to allocate the employee to that department for

the selected period.

*Select Available to show the employee as available (by default the employee is available so this is used to

change back from an unavailable status).

*Select Unavailable to make the employee unavailable for the period on the [[Main Calendar]]
*Select from the various leave types if employee is on leave

Selections will be highlighted in a colour according to the key on the right of the screen.

 When a day has been marked as unavailable in the roster for an employee, that particular day will be displayed blocked out in the main calendar and will not be able to have any appointments asigned to that day for the employee.

Roster

2011-03-09T05:12:04Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>
== Overview ==

The Roster is used to manage the availability of employees. Leave can be scheduled in the roster as can unavailability for other reasons. A business with multiple departments or cost centres can allocate an employee to a particular department at particular times. Unavailability on the roster is also shown on the Calendar and can be seen when making appointments. How to use Roster:

*Select the [[Employee]] tab
*Select the Roster button.
*Click and drag across the required dates for the required employee.

Right mouse click on the highlighted dates and a selection list will pop-up. '''Select:'''

*If you have multiple departments they will be listed. Select one to allocate the employee to that department for

the selected period.

*Select Available to show the employee as available (by default the employee is available so this is used to

change back from an unavailable status).

*Select Unavailable to make the employee unavailable for the period on the [[Main Calendar]]
*Select from the various leave types if employee is on leave

Selections will be highlighted in a colour according to the key on the right of the screen.

 When a day has been marked as unavailable in the roster for an employee, that particular day will be displayed blocked out in the main calendar and will not be able to have any appointments asigned to that day for the employee.

Access Levels

2011-03-09T05:00:45Z

Eliza:

Manifest Vehicle List

2011-03-09T04:57:35Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Manifest Vehicle]]
[[Manifest Vehicle List]]
[[Manifest Route]]
[[Manifest Route List]]
[[Manifest Allocation List]]
[[Manifest List]]
[[Delivery Docket List]]
</menu>
== Overview ==

The Manifest Vehicle List is a list of vehicles that have been created for the purpose of allocating manifests and routes.

Ways Lists in ERP can be Manipulated:

*[[Filtering Lists]]
*[[Searching f5 f6 f7]]
*[[Customising Lists]]
*[[Report Printing Options]]
*[[Export Data]]

How to access the Manifest Vehicle List

*Select Delivery tab
*Select [[Manifest Vehicle List]]
*Select Active Vehicles radio button to see active vehicles only
*Select Inactive Vehicles radio button to see only inactive vehicles
*Select All Vehicles radio button to see all vehicles

Delivery

2011-03-09T04:56:17Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Manifest Vehicle]]
[[Manifest Vehicle List]]
[[Manifest Route]]
[[Manifest Route List]]
[[Manifest Allocation List]]
[[Manifest List]]
[[Delivery Docket List]]
</menu>
== Overview ==

The delivery module is included in every copy of '''TrueERP''' however because it is not used universally it is not enabled by default. You can enable delivery in Preferences.

How to enable Delivery module

*Select [[Utilities]] Tab
*Select Preferences button
*Select [[Utilities]] tab
*Under the heading Enable Modules select the Delivery check box
*Save - You will be logged out of '''TrueERP''' and will need to log back in for the activation to be effective

When you log back in you should see a new Delivery tab

The purpose of the delivery module is to enable the transfer of data from an Invoice to a manifest which can then be assigned to a route and a vehicle for delivery.

Source List

2011-03-09T04:53:54Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Canvasser]]
[[Canvasser List]]
[[Company Types]]
[[CRM Reports]]
[[Feedback Report]]
[[Loyalty Program]]
[[Loyalty Program List]]
[[Mail Merge]]
[[Mail Merge History]]
[[Marketing Ratios Report]]
[[Prospect]]
[[Prospect List]]
[[Reward Points]]
[[Reward Points Due To Expire]]
[[Sales Ratios Report]]
[[Source]]
[[Source List]]
[[Sales Pipeline]]
</menu>
== Overview ==

The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.

Ways Lists in ERP can be Manipulated: 

*[[Filtering Lists]] *[[Searching f5 f6 f7]] *[[Customising Lists]] *[[Report Printing Options]] *[[Export Data]]

'''How To View the Source List'''

*Select the CRM tab Select the Source List button

 

*As per other ERP Lists, the Source List allows the user to:

 

*Search for specific data (refer to [[Global Features]])

*Filter by selected criteria (refer to [[Global Features]])

*Select a Date Range or Custom Range to display in the list refer to ([[Global Features]])

*Customise the List view ([[Global Features]])

*Export the displayed List ([[Global Features]])

*Print the displayed List ([[Global Features]])

 

*Select the relevant radio button to display the required list, i.e:

 

*Active Sources Only; Inactive Sources Only; All Sources;

*Double-click to drill into any entry to load the Source Type data entry screen.

*Select the 'NEW' button to add a new Source.

*The 'Source Type' data entry screen will load.

*Enter the Source Description, e.g. Daily Telegraph

*Select an 'Expense' account, e.g. Advertising Enter the 'Estimated Cost (Ex)', e.g. $3,000.00

*Select the 'Created Date' and the date the Source is to be made 'Inactive'.

*Select 'SAVE' or 'NEW'. Selecting 'NEW' will automatically save this entry.

Canvasser List

2011-03-09T04:47:33Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Canvasser]]
[[Canvasser List]]
[[Company Types]]
[[CRM Reports]]
[[Feedback Report]]
[[Loyalty Program]]
[[Loyalty Program List]]
[[Mail Merge]]
[[Mail Merge History]]
[[Marketing Ratios Report]]
[[Prospect]]
[[Prospect List]]
[[Reward Points]]
[[Reward Points Due To Expire]]
[[Sales Ratios Report]]
[[Source]]
[[Source List]]
[[Sales Pipeline]]
</menu>
== Overview ==

The Canvasser List displays the list of all employees that have been allocated as a Canvasser for Marketing purposes. The Canvasser List allows you to enquire on and list employees who have been added to the Canvasser file. Ways Lists in ERP can be Manipulated: 

*[[Filtering Lists]]
*[[Searching f5 f6 f7]]
*[[Customising Lists]]
*[[Report Printing Options]]
*[[Export Data]]

'''How To View the Canvasser List'''

*Select the CRM tab
*Select the Canvasser List button
*As per other ERP Lists, the Canvasser List allows the user to:
*Search for specific data (refer to [[Global Features]])
*Filter by selected criteria (refer to [[Global Features]])
*Select a Date Range or Custom Range to display in the list refer to ([[Global Features]])
*Customise the List view ([[Global Features]])
*Export the displayed List ([[Global Features]])
*Print the displayed List ([[Global Features]])
*Select the relevant radio button to display the Canvasser List required, i.e.
*Active Canvasser Only
*Inactive Canvasser Only
*All Canvasser
*Double-click on any entry to load the Canvasser card to view Canvasser details, e.g. History.

Select the 'NEW' button to add a new Canvasser directly from the Canvasser List.

CRM

2011-03-09T04:46:10Z

Eliza:

Budget vs Actual

2011-03-09T04:44:08Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Account List for Budget]]
[[Budgets]]
[[Budget Definition]]
[[Budget Definition List]]
[[Budget List]]
[[Budget Profit and Loss Report]]
[[Budget Reports]]
[[Budget Variation]]
[[Budget vs Actual]]
[[Job Report (Budget vs Actual)]]
</menu>

== Overview ==

In business, budgets are created to act as a forecast or prediction for the future based on the skill and knowledge of the people that create them. To be of benefit, the budgets must then be accurately tracked against actual figures to ensure that the company is on track. If for example, the expenses blow out - then the management of the company will need to see that and act on it quickly. The budget vs actual tool allows for exactly that.

For the benefit of this manual only a very few transactions have been recorded. If no figures are appearing in your budget vs actual report - check your date ranges, departments selector ad if these are accurate - then the reason no figures are appearing is that no transactions have occurred on the accounts that are features in the budget.

'''How To View the Budget vs Actual report'''

*Click on the [[Budget vs Actual]] button on the budget tab
*The Budget vs Actual report will open

*Select the budget that you wish to compare against actual figures from the drop down menu
*Ensure your date ranges and department selectors are set accurately

For more information about date ranges see date ranges in[[ global features]]

For more information on departments see departments in the general area of the manual

*The data that fills the report now will match the budget selected, date range and department(s) selected.
*All lists can be customised (See [[Customising lists]])
*This list has active and inactive buttons
*Budget vs Actual has search functions (see f5, f6, f7 searching)
*Budget vs Actual can be filtered and sorted (see filtering and sorting lists)
*Budget vs Actual can be exported (see exporting lists)

*Budget vs Actual can be printed (see printing reports)
*You will see the account name
*The account type.
*The actual figures for these accounts. These actual figures have posted to this report from the flow of money into

these accounts. For more information see accounts, sales and purchases/bills

*You will see conservative figure - this is the dollar figure that you conservatively estimated (forecast or budgeted)

you should be at for this point in time - set when creating a new budget. Or updated an existing budget using a budget variation

*You will see a 'conservative varn' column - a dollar variance showing you how big the variation is from your conservative

budget to your actual figure

*You will see a 'Con Varn' column - a percentage figure showing you what percent of your conservative figure you have

actually achieved.

*You will see an aggressive figure - this is the dollar figure that you aggressivly estimated (forecast or budgeted) you

should be at for this point in time - set when creating a new budget. Or updated an existing budget using a budget variation

*You will see a 'aggressive varn' column - a dollar variance showing you how big the variation is from your aggressive

budget to your actual figure

*You will see a 'Agg Varn' column - a percentage figure showing you what percent of your aggressive figure you have

actually achieved.

Budget Variation

2011-03-09T04:41:06Z

Eliza:

<menu name=myMenu align=center>
More Detail=
[[Account List for Budget]]
[[Budgets]]
[[Budget Definition]]
[[Budget Definition List]]
[[Budget List]]
[[Budget Profit and Loss Report]]
[[Budget Reports]]
[[Budget Variation]]
[[Budget vs Actual]]
[[Job Report (Budget vs Actual)]]
</menu>

== Overview ==

The [[budget]] variation allows you to select an entire budget or a specific period within that budget and either change or copy the selection you make. You can select to either choose specific accounts for the budget or period or alternatively choose to alter all account entry's for that budget. This feature within the program allows you to keep up to date with all of the budgets and entries within those budgets. If something changes within the company - those changes will need to be reflected in the budget. If we won the big account - we may need to increase anticipated sales, if we sold the warehouse (examples only) we may need to decrease outgoings and expenses. A budget variation allows those changes to be entered and update future forecasts and predictions.

'''How To Enter a budget variation.'''

*Select the 'Budget Variation' button displayed within the Budget Tab
*The Budget Variation screen appears

*Budget field has a drop down that allows you to select from the list the budget that you wish to perform the variation

on.

*As you select the budget from the drop down list, the interval, start date and end date will auto fill based on the

entries created for that budget in budget definitions

*You will then need to select the action you are performing, you can select either change or copy
*Change - will allow you to make alterations to an already existing entry
*Copy will allow you to duplicate the already existing entry
*Are you changing or copying for just this period? Or for the whole budget?
*Just this period will either copy or record changes for the selected period only
*The whole budget will either copy or record changes for the entire budget

*If you select 'copy' and whole 'budget', the following screen appears for additional information
*These additional fields allow you to create a new name for the budget that you are creating, and a new description.

here is also a field that allows you to select a starting date for this copied budget.

*If you select 'copy' and 'period', the following screen appears for additional information
*These fields allow you to select a specific period from the budget and copy the whole period across to another

period.

The purpose of this as an example - if you have created all the entries for a year - and you know that the three months over Christmas are always quiet - you can change one of the months (periods) and copy the figures across to the other two periods without having to re - enter the figures

*You can then select the tick box marked choose accounts.
*This will allow you to decide if you want to record a variation for only certain accounts within this budget definition

or alternatively by NOT selecting the choose accounts option you are recording changes to all accounts that have been set up in this definition.

*If you have selected change, and budget - and then choose accounts. This screen allows you to make changes

to the specific accounts of your choice for the entire budget.

*You can choose to increase or decrease by either a dollar amount or a percentage amount.
*To save these changes click on the apply button.

*If you have selected change, and period - and then choose accounts the following screen appears
*This screen allows you to make changes to the specific accounts of your choice for the distinct period of your

choice.

*You can choose to increase or decrease by either a dollar amount or a percentage amount.
*To save these changes click on the apply button.

Budget List

2011-03-09T04:31:37Z

Eliza: