TrueERP wiki - User contributions [en]

SMS Set Up

2015-08-26T13:50:12Z

Mauzy:

First we will look at setting this up with our EDI and Integration.
We need the SMS software providers data to sync with TrueERP's and we will use EDI and integration for this. (Sending TrueERP data to the SMS software provider and back.)

First thing you need to do is phone the service provider you wish to use and obtain certain credentials from them (User Name, Password etc) for TrueERP to be able to send and receive data.

So in order to do this go you Utilities module inside TrueERP, select Preferences and then messaging. Enable SMS by entering the User Name, Password and Phone Number.

This setup can also be found in Utilities, Preferences and then EDI and Integration.

Within messaging option in Preferences, you can also select message text to go out automatically once completing a transaction, without you having to enter it in manually all the time.

Employee Preferences

2015-08-26T11:42:10Z

Mauzy: Created page with "Employee preferences is going to be around setting up specific preferences for the individual. To access this you need to go to the Utilities Module, Preferences and then sel..."

Employee preferences is going to be around setting up specific preferences for the individual.

To access this you need to go to the Utilities Module, Preferences and then select the Employee tab. This will have all the different preferences you need to set up around your employee.

Now that's Employee specific preferences but every single preference in this area whether its in the Sales, Inventory or Fixed Assets section, they are all around the preferences needed for the employee.

So in the Sales tab if you search discounts, this will bring up all the employee options they can have around discounts.

If we have a look at the Inventory side and look under allocations, this will be dedicated more so specifically around the employee's preference.
So from selecting to Load Truck Load Numbers automatically, to copying the next batch number in sequence. This is where the user would choose their preferences.

Also if you go into the Manufacturing tab, there are a huge amount of employee type preferences within preferences.

The best way to see what preferences is best for the employee is to physically go through them and see what's available for the employee to select.

Stock Take Import

2015-08-24T13:28:24Z

Mauzy:

Stock Take Import is going to be around importing your stock take data into TrueERP.

So first thing is that you need to jump into the Inventory Adjust Module and select Stock Take button.
Now once we are in the Stock Take Card, at the bottom of the screen is an Import or Export button. If you already have the data go straight to import, but we recommend you do a export first, That way you pull all the correct entry fields for import at a later stage.

So once you click Export, this will open the Export Stock Adjustment screen. Now select what data you wish to export and then click Export.

For doing an Import, go back to the Stock Take card and select Import.
This will open up the Import Stock Adjustment mapping field. This is where you need to make sure that the fields in the adjusted stock form correspond with the equivalent field in TrueERP. So make sure that is set up and corresponding correctly in this mapping area.

You can select a file you exported and altered if you choose, and the reason we do an export first is that we are guaranteed that the mapping is going to be exactly as it should be in TrueERP.
Once the file is selected click refresh to view the mapping. Select all your format options etc, and then click Test Import just to see if the mapping is correct and TrueERP can import the information successfully. Once that is correct click Import and job done.

Stock Take Import

2015-08-24T13:28:07Z

Mauzy: Created page with "</menu> Stock Take Import is going to be around importing your stock take data into TrueERP. So first thing is that you need to jump into the Inventory Adjust Module and sel..."

</menu>

Stock Take Import is going to be around importing your stock take data into TrueERP.

So first thing is that you need to jump into the Inventory Adjust Module and select Stock Take button.
Now once we are in the Stock Take Card, at the bottom of the screen is an Import or Export button. If you already have the data go straight to import, but we recommend you do a export first, That way you pull all the correct entry fields for import at a later stage.

So once you click Export, this will open the Export Stock Adjustment screen. Now select what data you wish to export and then click Export.

For doing an Import, go back to the Stock Take card and select Import.
This will open up the Import Stock Adjustment mapping field. This is where you need to make sure that the fields in the adjusted stock form correspond with the equivalent field in TrueERP. So make sure that is set up and corresponding correctly in this mapping area.

You can select a file you exported and altered if you choose, and the reason we do an export first is that we are guaranteed that the mapping is going to be exactly as it should be in TrueERP.
Once the file is selected click refresh to view the mapping. Select all your format options etc, and then click Test Import just to see if the mapping is correct and TrueERP can import the information successfully. Once that is correct click Import and job done.

Inventory

2015-08-19T14:19:47Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Combined Adjustment]]
[[Data Update]]
[[Inventory Adjust]]
[[Inventory Reports]]
[[Inventory Transfers]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[New Product]]
[[Print Address Labels]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Take Import]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]
[[Serial Number Transfer]]
[[UOM Merge]]
[[Test Page1]]

</menu>

== Overview ==

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Inventory Transfers

2015-08-19T14:12:28Z

Mauzy:

<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>

== Overview ==

Inventory Transfers around your bins, batches serial numbers etc will be based on the principal of moving these items within your company to different departments or areas.
This can be found in 'Inventory Adjust' Module.
All the different transfer functions follow the same concept and principle, whether its a serial number transfer, bin transfer etc. Its just the information that is relevant to the transfer.
So click on the type of transfer you wish to do, this will the open the relevant 'Transfer Card. eg 'Stock Transfer'. First thing to select is the 'Transfer From' option. This is vital due to this being the source of where the product is coming from. Once that is selected make sure which account is it posting to.

Go ahead and select your product you wish to transfer or select 'Auto Transfer' at the bottom of the screen. Once this is selected TrueERP will prompt you to which location or department will this transfer post to. Select the location and then TrueERP will populate the stock transfer screen.

Then make sure what amount is available of the item and then select the amount to transfer.
Enter in a reason for the transfer, click process and job done. Transfer complete.

Inventory Transfers

2015-08-19T14:12:06Z

Mauzy: Created page with "<menu name=myMenu align=center> More Detail= Auto Adjust Bin Auto Reorder Barcode Picking Barcode Picking List Batch Product Creator Batches Data Upd..."

<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>

== Overview ==

Inventory Transfers around your bins, batches serial numbers etc will be based on the principal of moving these items within your company to different departments or areas.
This can be found in 'Inventory Adjust' Module.
All the different transfer functions follow the same concept and principle, whether its a serial number transfer, bin transfer etc. Its just the information that is relevant to the transfer.
So click on the type of transfer you wish to do, this will the open the relevant 'Transfer Card. eg 'Stock Transfer'. First thing to select is the 'Transfer From' option. This is vital due to this being the source of where the product si coming from. Once that is selected make sure which account is it posting to.

Go ahead and select your product you wish to transfer or select 'Auto Transfer' at the bottom of the screen. Once this is selected TrueERP will prompt you to which location or department will this transfer post to. Select the location and then TrueERP will populate the stock transfer screen.

Then make sure what amount is available of the item and then select the amount to transfer.
Enter in a reason for the transfer, click process and job done. Transfer complete.

Inventory

2015-08-19T13:59:46Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Combined Adjustment]]
[[Data Update]]
[[Inventory Adjust]]
[[Inventory Reports]]
[[Inventory Transfers]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[New Product]]
[[Print Address Labels]]
[[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]]
[[Serial Number Transfer]]
[[UOM Merge]]
[[Test Page1]]

</menu>

== Overview ==

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Inventory Adjust

2015-08-19T13:35:05Z

Mauzy: Created page with "<menu name=myMenu align=center> More Detail= Auto Adjust Bin Auto Reorder Barcode Picking Barcode Picking List Batch Product Creator Batches Data Upd..."

<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>

== Overview ==

Inventory Adjusts, relating to Stock Take and Adjustments can be found in your Inventory Adjust Module In TrueERP

Now, Stock Take and Stock Adjust are relatively on the same 'Page' in terms of functionality and usability. Stock take will be used to do a physical stock take and adjust if you need to amend any product. Stock Adjustment skips the stoke take part and goes straight to adjusting the product. (Same Concept)

So in a stock take first thing to select is what account is this stock take posting to and select either to 'Show only as Unit of Measure' or 'Adjust on in-stock Quantity'.

Once this is done select a product, and then select the department you are doing the stock take for. Once selected you can now see what's 'In-Stock, Available and Final'. You can then do your adjustment to post the actuals and view any batches that the items are attached to, as well as their expiry dates, Availability and Product Barcodes.

Once ready to complete the process whether its just an adjustment or simple stock take, click Approved and Process to finalize.

Inventory

2015-08-19T13:23:59Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Combined Adjustment]]
[[Data Update]]
[[Inventory Adjust]]
[[Inventory Reports]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[New Product]]
[[Print Address Labels]]
[[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]]
[[Serial Number Transfer]]
[[UOM Merge]]
[[Test Page1]]

</menu>

== Overview ==

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Print Address Labels

2015-08-19T12:24:05Z

Mauzy:

== Overview ==

''Print Address Labels'' can be found in Inventory Module.
Any product that needs to go out and be delivered to your customers, your guys on the shop floor can print these address labels and place them on the product/box/crate and off they go.

Once ''Print Address Labels'' has been selected/opened, the Print Address Label Card will open. First thing to do is to select the ''Sales Type''. What do we want to base this on.

Then select the Sales order by clicking on the ''Sales #'' drop down button for more transaction types. Select the amount of boxes you want to print the address labels for.

Click print and job done. The address labels will now be printed so you can apply them to the box/product and job done.

Print Address Labels

2015-08-19T12:23:39Z

Mauzy:

Print Address Labels

2015-08-19T12:22:50Z

Mauzy: Created page with "</menu> == Overview == '''Print Address Labels''' can be found in Inventory Module. Any product that needs to go out and be delivered to your customers, your guys on the s..."

</menu>

== Overview ==

'''Print Address Labels''' can be found in Inventory Module.
Any product that needs to go out and be delivered to your customers, your guys on the shop floor can print these address labels and place them on the product/box/crate and off they go.

Once '''Print Address Labels''' has been selected/opened, the Print Address Label Card will open. First thing to do is to select the '''Sales Type''. What do we want to base this on.

Then select the Sales order by clicking on the '''Sales #''' drop down button for more transaction types. Select the amount of boxes you want to print the address labels for.

Click print and job done. The address labels will now be printed so you can apply them to the box/product and job done.

Inventory

2015-08-19T12:16:04Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Combined Adjustment]]
[[Data Update]]
[[Inventory Reports]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[New Product]]
[[Print Address Labels]]
[[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]]
[[Serial Number Transfer]]
[[UOM Merge]]
[[Test Page1]]

</menu>

== Overview ==

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Customer Returns

2015-08-19T07:47:29Z

Mauzy: Created page with "== Overview == Customer Returns can be found in your Sales Module and under Customer Return button. This will be used for customer's returning goods that are either faulty,..."

== Overview ==

Customer Returns can be found in your Sales Module and under Customer Return button.
This will be used for customer's returning goods that are either faulty, expired etc and either keeping the item as a returned good and/or issuing a refund if need be.

So once clicked on Customer Return button in Sales, this will open the Customer Return card. Click ''Select Sale to Return'', search for the sale and double click on it.
Once double clicked, the Customer Return card will populate with all the clients, and sales transaction data.

You can now choose to save this return or issue a refund if need be by clicking ''Make Refund'' button.

Sales

2015-08-19T07:41:03Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer History List]]
[[Customer List]]
[[Customer Returns]]
[[Customer Return List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice Express List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Print Sales Order]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Analysis Chart]]
[[Sales Dashboard]]
[[Sales List Outstanding]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
[[Sales Dispatch Scanning]]
</menu>

== Overview ==

In this section you will be using the SALES TAB, please note that apart from the main buttons there is also a secondary level of choices on the customisable top toolbar, circled below, (refer General Tab for instructions).

The Sales Tab contains features directly linked to the Sales function. The buttons on this tab enable the creation, addition modification and viewing of customer information, transactions and logistical and testing systems.

The SALES dropdown menu, circled below, contains all of the Buttons that appear within the SALES Tab plus CRM, Jobs, Manifest & POS.

'''At the Sales Tab you can:'''

- Add, modify a Customer and view their transaction history

- View, Print and Export a Customer List

- Add, modify a Quote

- View, Print and Export a Quote List

- Add, modify a Sales Order

- View, Print and Export a Sales Order List

- Add, modify an Invoice

- View, Print and Export a an Invoice List

- Add, modify, Print and Export a Cash Sale

- Add, modify, Print and Export a Refund

- View, Print and Export the Product Express List

- Add, modify, a Backorder

- View, Print and Export a Backorder List

- Add, modify, view, Print and Export a Project List

- View, Print and Export Sales Reports

- View Messages

- Customise your ERP screen

- View and action Reminders

UOM Merge

2015-08-19T07:19:57Z

Mauzy:

<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]]
[[UOM Merge]]

</menu>

 

UOM Merge is used to merge multiple units of measure into one. example merging liters into milliliters.

First go to the search bar at the top and drag your mouse over ''Inventory'', wait for the drop down to open and then select ''Units of Measure'' and then select ''Unit of Measure List''.

Now all you need to do is select the unit of measures you wish to merge into one and away you go. Remember that the last unit of measure that you select is the unit of measure that all selected will be merged into. Click ''Yes'' to accept your changes and then your units will be merged.

UOM Merge

2015-08-19T07:18:52Z

Mauzy:

<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>

 

UOM Merge is used to merge multiple units of measure into one. example merging liters into milliliters.

First go to the search bar at the top and drag your mouse over ''Inventory'', wait for the drop down to open and then select ''Units of Measure'' and then select ''Unit of Measure List''.

Now all you need to do is select the unit of measures you wish to merge into one and away you go. Remember that the last unit of measure that you select is the unit of measure that all selected will be merged into. Click ''Yes'' to accept your changes and then your units will be merged.

UOM Merge

2015-08-19T07:10:36Z

Mauzy: Created page with "<menu align="center" name="myMenu"> More Detail= Auto Adjust Bin Auto Reorder Barcode Picking Barcode Picking List Batch Product Creator Batches Data..."

Inventory

2015-08-19T07:07:06Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Combined Adjustment]]
[[Data Update]]
[[Inventory Reports]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[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]]
[[Serial Number Transfer]]
[[UOM Merge]]
[[Test Page1]]

</menu>

== Overview ==

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Combined Companies Category

2015-08-06T13:20:49Z

Mauzy: Created page with "== '''Overview''' == Combined Companies Category is around taking all your existing "companies" in ERP and consolidating them so you can view them in a combined ERP report i..."

== '''Overview''' ==

Combined Companies Category is around taking all your existing "companies" in ERP and consolidating them so you can view them in a combined ERP report ie, a consolidated PnL.

So within the accounts module, selecting the Combined Companies Category feature will open up the Combined Companies Category card. To view and consolidate the companies you wish to see, click Companies at the bottom of the card and select or deselect the companies you wish to see as a combined amount. On the left hand side there are a whole bunch of different view modes being, last month, last 3 months, last year etc.

This can also be printed and customized to suite your needs.

Accounts

2015-08-06T13:12:12Z

Mauzy:

<menu align="center" name="myMenu">
More Detail=
[[Account]]
[[Chart of Accounts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Combined Companies Category]]
</menu>

== '''Overview''' ==

'''Accounting define as follows.'''

"The process of identifying, measuring and communicating economic information to permit
informed judgements and decisions by users of the information".

The key words in the above definition:
Accounting is about providing information to others. Accounting information is economic information - it relates to the financial or economic activities of the business or organization.

Accounting information needs to be identified and measured. This is done by way of a "set of accounts", based on a system of accounting known as double-entry bookkeeping. The accounting system identifies and records "accounting transactions".

The "measurement" of accounting information is not a straight-forward process. it involves making judgements about the value of assets owned by a business or liabilities owed by a business. it is also about accurately measuring how much Profit or loss has been made by a business in a particular period. The measurement of accounting information often requires subjective judgement to come to a conclusion.

The definition identifies the need for accounting information to be communicated. The way in which this communication is achieved may vary. There are several forms of accounting communication (e.g. annual report and Accounts, management accounting reports) each of which serve a slightly different purpose. The communication need is about understanding who needs the accounting information, and what they need to know.

In addition, Accounting is the systematic and comprehensive recording of financial transactions pertaining to a business. It also refers to the process of summarizing, analyzing and reporting transactions.

Financial Statements

It is a formal record of the financial activities of a business, person, or other entity. Accounting information is communicated using "financial statements". There are two main purposes of financial statements:

To report on the financial position of an entity (e.g. a business, an organization).
To show how the entity has performed (financially) over a particular period of time (an "accounting period").

The most common measurement of "performance" is profit. It is important to understand that financial statements can be historical, or relate to the future.
Accountability

Accounting is about Accountability

Most organizations are externally accountable in some way for their actions and activities. They will produce reports on their activities that will reflect their objectives and the people to whom they are accountable.
Chart of Accounts

Complete list of accounts as required for any business. This list can be added to or deleted from depending on your particular requirements. In addition you can start from scratch with your own set of accounts or simply merge together a combination of both.

Chart of Accounts can viewed in a number of ways (Tree mode or List Mode)

From Main Screen - Select Accounts Module Select Accounts List Tab

Can view on standard List Mode searching is more easy. While you can also view on Tree Mode on the upper right side tick box Tree Mode. Options of tree mode can contract and expand on accounts.

Easy steps to follow on setting up Tree Mode on Default :

Select Utilities Module ? Select Preferences ? Choose Accounts ? Tick box on Default to Tree View for Chart of Accounts List Click Save and view your Chart of Accounts.

BOM Allocation Batch Scanning

2015-08-05T13:18:27Z

Mauzy: Created page with "== Overview == BOM Allocation Batch Scanning So the guys on the shop floor have their picking slips and they wish to scan allocate to a build. So from the purchase order of..."

== Overview ==
BOM Allocation Batch Scanning

So the guys on the shop floor have their picking slips and they wish to scan allocate to a build.

So from the purchase order of the "Batch" product, we need to receive these goods in. We now need to see where these goods are allocated to and then receive the goods in.
Again make sure the goods are received in.
So now right click on the description bar and select "Print Barcodes.
Now this is what we will need to scan in to allocate those goods.

Now from the Manufacturing Module and Productions Order function, select the allocation button, this will open the Build Allocation screen where we can scan the Barcode in under the heading Receive Batch. Once received, this will highlight the area that needed allocation in green

Manufacturing

2015-08-05T12:48:34Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Barcode Manufacturing]]
[[BOM Roster]]
[[Build Profitability]]
[[Capacity Planning]]
[[Capacity Planning (Gantt Chart)]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Process Step List]]
[[Product Express List]]
[[Product Status]]
[[Production Job Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
[[BOM Allocation Batch Scanning]]
</menu>

== Overview ==

A manufactured product is one that is made up of a number of inventory and non inventory items. The manufacturing module allows you to manage the manufacturing process including raw materials, processes, resources and scheduling.

Steps to Manufacturing

*Create [[Process Steps]]
*Create [[Resources]]
*Create the [[Products]] that will be used in the manufactured Item
*Create a Sales Order for the manufactured item
*Schedule Production via [[Capacity Planning]]
*Process each of the production steps to completion of the product

'''Manufacturing Preferences''' The way manufacturing handles Production Planning, Auto Scheduling and Stock Requirements is determined by [[Preferences]]

Sales Dispatch Scanning

2015-08-05T12:39:06Z

Mauzy: Created page with "== Overview == Sales Dispatch Batches. So the concept behind this is to view the order that's been pushed through and is waiting to be dispatched. We want to see what has an..."

== Overview ==
Sales Dispatch Batches.

So the concept behind this is to view the order that's been pushed through and is waiting to be dispatched. We want to see what has and hasn't been dispatched.

So from the Sales Module, and selecting Sales Dispatch Batches you will see what needs to be dispatched. The column Already Dispatched will let you know whats been done. Select the product and then select Print Dispatch Barcodes.

Once this is done you can now scan or enter in the barcode number for that particular product.

Now from Sales Dispatch you can then enter in or scan that barcode in.
You can now produce Delivery Dockets from here if you choose.

Your information is now saved and will update the Sales Dispatch Batches and Sales Dispatches.

Sales

2015-08-05T12:02:29Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer History List]]
[[Customer List]]
[[Customer Return List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice Express List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Print Sales Order]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Analysis Chart]]
[[Sales Dashboard]]
[[Sales List Outstanding]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
[[Sales Dispatch Scanning]]
</menu>

== Overview ==

In this section you will be using the SALES TAB, please note that apart from the main buttons there is also a secondary level of choices on the customisable top toolbar, circled below, (refer General Tab for instructions).

The Sales Tab contains features directly linked to the Sales function. The buttons on this tab enable the creation, addition modification and viewing of customer information, transactions and logistical and testing systems.

The SALES dropdown menu, circled below, contains all of the Buttons that appear within the SALES Tab plus CRM, Jobs, Manifest & POS.

'''At the Sales Tab you can:'''

- Add, modify a Customer and view their transaction history

- View, Print and Export a Customer List

- Add, modify a Quote

- View, Print and Export a Quote List

- Add, modify a Sales Order

- View, Print and Export a Sales Order List

- Add, modify an Invoice

- View, Print and Export a an Invoice List

- Add, modify, Print and Export a Cash Sale

- Add, modify, Print and Export a Refund

- View, Print and Export the Product Express List

- Add, modify, a Backorder

- View, Print and Export a Backorder List

- Add, modify, view, Print and Export a Project List

- View, Print and Export Sales Reports

- View Messages

- Customise your ERP screen

- View and action Reminders

Unallocated Batch Sales

2015-08-05T11:51:38Z

Mauzy: Created page with "== Overview == The concept around Unallocated Batch Sales is to do the allocation of a finished product, so we want to take the unallocated batches and allocate them to the..."

== Overview ==

The concept around Unallocated Batch Sales is to do the allocation of a finished product, so we want to take the unallocated batches and allocate them to the finished job.

So from the created sales order, altering the allocation of a BOM product or a batch type product will in tern create unallocated batches. So for example you originally allocated 5 items to a specific batch and you go back to that same sales order and alter the batch product ordered from 5 to say 7, you will then have 2 products that are unallocated. This is where Unallocated Batch Sales comes in. This allows the BOM to be left alone and the finished amount to vary.

So from the Manufacturing module, click on Unallocated Batch Sales List to view. Then select the product you would like to allocate by double clicking on the product column or selecting the product with one mouse click and then clicking NEW.

This opens the Sale Line Batch Allocation card where you then proceed to click on NEW at the bottom where you can then enter a new batch number if you choose (otherwise ERP will auto generate one) and then selecting the Quantity. desired. Click save and repeat process if needed.

Once complete click Allocated and save to show that all unallocated batches have been allocated to this finished job. Also from within the Sale Line Batch Card by clicking Show Preview and print, this allows you to print a scan-able barcode for this batch.

Manufacturing

2015-08-05T11:36:45Z

Mauzy:

<menu name="myMenu" align="center">
More Detail=
[[Barcode Manufacturing]]
[[BOM Roster]]
[[Build Profitability]]
[[Capacity Planning]]
[[Capacity Planning (Gantt Chart)]]
[[Job Time Sheets]]
[[Manufacture Product List]]
[[Manufacturing Reports]]
[[Orders From Stock]]
[[Preferences]]
[[Process Steps]]
[[Process Step List]]
[[Product Express List]]
[[Product Status]]
[[Production Job Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
</menu>

== Overview ==

A manufactured product is one that is made up of a number of inventory and non inventory items. The manufacturing module allows you to manage the manufacturing process including raw materials, processes, resources and scheduling.

Steps to Manufacturing

*Create [[Process Steps]]
*Create [[Resources]]
*Create the [[Products]] that will be used in the manufactured Item
*Create a Sales Order for the manufactured item
*Schedule Production via [[Capacity Planning]]
*Process each of the production steps to completion of the product

'''Manufacturing Preferences''' The way manufacturing handles Production Planning, Auto Scheduling and Stock Requirements is determined by [[Preferences]]

22. Learn Report Builder

2015-01-09T09:50:00Z

Mauzy: Created page with "= Overview = ''' Learn Report Builder ''' ''' Learn Report Builder - Can you find the Report Builder manual?''' To access the 'Report Builder Manual' while in TrueERP press..."

= Overview =

''' Learn Report Builder '''

''' Learn Report Builder - Can you find the Report Builder manual?'''

To access the 'Report Builder Manual' while in TrueERP press F1 on your keyboard. The TrueERP Wiki page will open. Once in the TrueERP wiki help site under 'Main Menu' options click on 'Reports'. Once the 'Reports' page has loaded click on the radio button 'More Details'. A drop down will open and then select 'Report Builder' option to access the manual.

21. New SQL Report

2015-01-09T09:20:04Z

Mauzy: Created page with "= Overview = ''' New SQL Report ''' ''' New SQL Report - Can you use the SQL Helper to create a report?''' Yes you can. From within the 'Customise Templates' screen you can..."

= Overview =

''' New SQL Report '''

''' New SQL Report - Can you use the SQL Helper to create a report?'''

Yes you can. From within the 'Customise Templates' screen you can use the 'SQL Helper' found directly above the 'SQL String' area to add all your different strings into that specific template.

20. Easy Layout

2015-01-09T09:12:07Z

Mauzy: Created page with "= Overview = ''' Easy Layout ''' ''' Easy Layout - How do you load an existing layout design over a new template?''' Go into an existing report from the 'Custom Templates'..."

= Overview =

''' Easy Layout '''

''' Easy Layout - How do you load an existing layout design over a new template?'''

Go into an existing report from the 'Custom Templates' screen and once in the report go to 'File' at the top corner of the screen and then 'Save to File'. What this will allow you to do is to save this template and 'Load from File' when in a new template but you wish to keep the design you saved earlier. 'Load from File' can be found in the template screen under 'File' and 'Load from File'. So now you will have the basis for your template and you can make changes from there instead of having to add all the separate SQL strings and design all the basics from scratch.

19. Easy Copy

2015-01-09T09:07:31Z

Mauzy: Created page with "= Overview = ''' Easy Copy ''' ''' Easy Copy - Where do you copy ready made SQL strings?''' When going into the 'General' module and then 'Templates', the 'Customise Templa..."

= Overview =

''' Easy Copy '''

''' Easy Copy - Where do you copy ready made SQL strings?'''

When going into the 'General' module and then 'Templates', the 'Customise Templates' screen will open. When you click on different 'Template Names' the 'SQL String' below it will change. This is where you can copy string to and from. Also use the 'SQL Helper' above it, next to template 'Type' for help.

18. New Template

2015-01-09T09:04:07Z

Mauzy: Created page with "= Overview = ''' New Template ''' ''' New Template - Can you create a new report?''' So there are a couple of ways in which to create new reports. First way would be to go..."

= Overview =

''' New Template '''

''' New Template - Can you create a new report?'''

So there are a couple of ways in which to create new reports. First way would be to go 'Reports' and then 'Templates' and then to select 'New'. TrueERP will prompt you to give the report a name and type. The report writer will load a default SQL string so if you would like to copy from another report string, you can do so and just paste it in the new report under 'SQL String'. You can also go into an existing report from the 'Custom Templates' screen and once in the report go to 'File' in the top corner and then 'Save to File'. What this will allow you to do is to save this template and 'Load from File' when in a new template but you wish to keep the design you saved earlier. 'Load from File' can be found in the template screen under 'File' and 'Load from File'. So now you will have the basis for your template and you can make changes from there instead of having to add all the separate SQL strings.

17. View Toolbars

2015-01-09T08:57:42Z

Mauzy: Created page with "= Overview = ''' View Toolbars ''' ''' View Toolbars - Have you turned on all of the tool bars for the Template design screen?''' So to make sure all your options have been..."

= Overview =

''' View Toolbars '''

''' View Toolbars - Have you turned on all of the tool bars for the Template design screen?'''

So to make sure all your options have been turned on in your Template Design Screen when in a template, go to the top corner of the screen and select 'View', 'Toolbars' and ensure all the options have been ticked. This way you will have all the different toolbar options available.

16. Report Writer

2015-01-09T08:55:47Z

Mauzy: Created page with "= Overview = ''' Report Writer ''' ''' Report Writer - Do you know how to use the SQL writer to customise templates?''' The big thing with customising templates or creating..."

= Overview =

''' Report Writer '''

''' Report Writer - Do you know how to use the SQL writer to customise templates?'''

The big thing with customising templates or creating templates is that if you customising a template, the SQL string is going to be a key component and when creating a new report, base that report on a similar template or structure and copy the similar templates SQL String to the new template and then add or delete the necessary SQL strings. This report writer can be accessed by going to the 'General' module and by clicking on the button 'Templates' or the other option is by clicking on 'Reports' button at the very top of the screen and then 'Templates'. Now to create your own custom template once the structure (SQL String) has been copied from a similar template, you then go to your 'Custom Reports' to create a new one. We access this by going to the 'Employee' module and then clicking 'Custom Reports' or by going to the very top of the screen and selecting 'Reports' and then 'Custom Reports'. For more detailed information please go ahead and watch the SQL Report Writer video to get a better understanding of it.

15. Schedule

2015-01-09T08:50:33Z

Mauzy: Created page with "= Overview = ''' Schedule ''' ''' Schedule - Do you know how to Schedule a report to automatically email on a set date or dates?''' So first thing we need to do is go into..."

= Overview =

''' Schedule '''

''' Schedule - Do you know how to Schedule a report to automatically email on a set date or dates?'''

So first thing we need to do is go into our 'Utilities', 'Preferences' and then select the 'Utilities' preferences and ensure that 'Enable Schedule Reports' has been ticked. 'Save' the new settings and then go into your reports selector and all the 'Lists'/'Reports' in red will allow you to 'Schedule' them. So once clicked on your report, the 'Schedule' button at the bottom of the report selector will highlight and be able to be clicked. Once clicked on 'Schedule' a new screen will open where you can proceed to fill out all the necessary information regards to when and who you want this report to be automatically scheduled to.

14. Charts

2015-01-09T08:47:38Z

Mauzy: Created page with "= Overview = ''' Charts ''' ''' Charts - Do you know how to create a chart from any report?''' Yes you can. If you right mouse click on almost any report you will see that..."

= Overview =

''' Charts '''

''' Charts - Do you know how to create a chart from any report?'''

Yes you can. If you right mouse click on almost any report you will see that the one of the last option once right mouse clicked, will be 'New Chart'. Click on 'New Chart' and your options will pop up. Fill out all the relevant information in the 'Data Setup', 'Designer' and 'Print Options' tabs to fully complete your new chart.
Please for more detail, go ahead and watch the relevant video around charts.

13. Which Columns

2015-01-09T08:43:20Z

Mauzy: Created page with "= Overview = ''' Which Columns ''' ''' Which Columns - Can you select which columns are sent to print?''' Yes you can, and to hide a column for printing purpose you can go..."

= Overview =

''' Which Columns '''

''' Which Columns - Can you select which columns are sent to print?'''

Yes you can, and to hide a column for printing purpose you can go into the 'Report Options' again and go to the 'Style' tab, underneath the column you do not wish to see, simply double click on the 'X'. The 'X' will disappear and that column will be invisible.

12. Printable Reports

2015-01-09T08:40:39Z

Mauzy: Created page with "= Overview = ''' Printable Reports ''' ''' Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?''' So once you have sel..."

= Overview =

''' Printable Reports '''

''' Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?'''

So once you have selected your 'List' to 'Print', the preview will pop up and you then need to select file and report options located in the top left hand corner of the screen. The print report options will pop up. You will then need to click on the 'Style' tab and then select the area you would like to see an 'Average' (as an example), click on the drop down and select 'Average'.

11. My Reports

2015-01-09T08:37:00Z

Mauzy: Created page with "= Overview = ''' My Reports ''' ''' My Reports - Do you know how to create a report in the "My Reports" area from this customised report?''' Simply edit/customise your list..."

= Overview =

''' My Reports '''

''' My Reports - Do you know how to create a report in the "My Reports" area from this customised report?'''

Simply edit/customise your list, then once the list is looking the way you want it simply go back into the customise option for that list, and click the tab 'Custom Reports', give your new report a name and hit save/ok. Your report will then be saved under that name and can be viewed in the 'Report Selector' under the 'My Reports' option.

10. Customisation

2015-01-09T08:33:19Z

Mauzy: Created page with "= Overview = ''' Customisation ''' ''' Customisation - Can you customise the appearance of drillable/printable reports generated from the lists eg. Invoice List?''' Yes you..."

= Overview =

''' Customisation '''

''' Customisation - Can you customise the appearance of drillable/printable reports generated from the lists eg. Invoice List?'''

Yes you can. You can customise the look and field per user. Simply click the customise option when in your desired list. Here you can add or delete field you don't want to see, change font options etc.

9. Drillable Reports

2015-01-09T08:30:35Z

Mauzy: Created page with "= Overview = ''' Drillable Reports ''' ''' Drillable Reports - Can you drill into the non summarised transactions on these types of reports and lists?''' Yes you can. Where..."

= Overview =

''' Drillable Reports '''

''' Drillable Reports - Can you drill into the non summarised transactions on these types of reports and lists?'''

Yes you can. Wherever you see data, simply double click and it will take you back to the information that makes that up.

8. Default Date Range

2015-01-09T08:29:34Z

Mauzy: Created page with "= Overview = ''' Default Date Range ''' ''' Default Date Range - Do you understand where to set the default date range?''' You need to go to the 'Utilities' module and sele..."

= Overview =

''' Default Date Range '''

''' Default Date Range - Do you understand where to set the default date range?'''

You need to go to the 'Utilities' module and select 'preferences'. Then select 'Employee' options, and go down to 'Default Employee's List Date Range' where you will enter an amount of days past and forward. Remember the greater the gap between the days past and forward, the longer it will take to open the relevant list.

7. Date Ranges

2015-01-09T08:28:15Z

Mauzy: Created page with "= Overview = ''' Date Ranges ''' ''' Date Ranges - Do you understand what the date ranges are for on the main Report Selector?''' The date ranges are you for pulling inform..."

= Overview =

''' Date Ranges '''

''' Date Ranges - Do you understand what the date ranges are for on the main Report Selector?'''

The date ranges are you for pulling information between those from and to dates you have selected. The greater the date range is, the slower TrueERP will take to pull that information. The smaller that date range gap, the quicker it will take.

6. Radio Buttons

2015-01-09T08:25:48Z

Mauzy: Created page with "= Overview = ''' Radio Buttons ''' ''' Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?''' These are..."

= Overview =

''' Radio Buttons '''

''' Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?'''

These are to view relevant reports related to that specific module and option. Click on a option or module such as 'Accounts' and the 'Report Selector' will open the relevant reports/lists and charts attached to that selection.

5. Batch Reports

2015-01-09T08:23:00Z

Mauzy: Created page with "= Overview = ''' Batch Reports ''' ''' Batch Reports - Where can you see when the last Batch Update was run?''' To view the last update, when in TrueERP, take a loop at the..."

= Overview =

''' Batch Reports '''

''' Batch Reports - Where can you see when the last Batch Update was run?'''

To view the last update, when in TrueERP, take a loop at the top of the screen. Here you can view the 'Company Name' 'Version' and last 'Batch Update' information.

4. BOM Update

2015-01-09T08:21:11Z

Mauzy: Created page with "= Overview = ''' BOM Update ''' ''' BOM Update - Do you fully understand the BOM update options when running a Batch Update?''' The biggest thing to remember with these opt..."

= Overview =

''' BOM Update '''

''' BOM Update - Do you fully understand the BOM update options when running a Batch Update?'''

The biggest thing to remember with these options will be as follows.
Would you like to recalculate the Price and Cost of BOM products and overwrite them even if manually entered?

'Yes' : This will recalculate the Price and Cost of BOM products and overwrite them even if manually entered.

'Update If not manually entered' : This will recalculate the Price and Costs of BOM products and overwrite them in NOT manually entered.

'No' : Will not recalculate the Price and Costs of BOM products.

'Cancel' : Don't do 'Update Batch' at this moment.

3. Update Batch

2015-01-09T07:59:28Z

Mauzy: Created page with "= Overview = ''' Update Batch ''' ''' Update Batch - Where do you run this function from?''' An 'Update Batch' can be run from within the 'Report Selector'. Select the rele..."

= Overview =

''' Update Batch '''

''' Update Batch - Where do you run this function from?'''

An 'Update Batch' can be run from within the 'Report Selector'. Select the relevant module and then click on 'Reports'. Once in the reports selector you may then click on 'Update Batch'.

2. Report Selector

2015-01-09T07:58:05Z

Mauzy: Created page with "= Overview = ''' Report Selector ''' ''' Report Selector - Do you know what the Report Selector is and how to access it?''' The 'Reports Selector' is where you will find al..."

= Overview =

''' Report Selector '''

''' Report Selector - Do you know what the Report Selector is and how to access it?'''

The 'Reports Selector' is where you will find all your list type reports as well as any 'Charts' related to those reports. These can be accessed by going into any relevant module on the left of the screen and by selecting the 'Reports' button, or by going to the top or bottom of the screen you can select the button 'Reports' and then select the relevant report you would like to open.

1. Report Types

2015-01-09T07:56:57Z

Mauzy: Created page with "= Overview = ''' Report Types ''' ''' Report Types - Do you know what the two types of reports are?''' There are two types of reports in TrueERP. First will be your 'List'..."

= Overview =

''' Report Types '''

''' Report Types - Do you know what the two types of reports are?'''

There are two types of reports in TrueERP. First will be your 'List' type reports found in any module under the 'Reports' button or by clicking on the 'Reports' button found at the very top of your screen. These list type reports are completely customisable per user and the information in the list can be filtered on. The second is your 'SQL Report Writer'. This is used, as an example, to print your processed 'Quotes' for your customers. TrueERP comes standard with a whole bunch of reports but more importantly, these two types of reports are again completely customisable. The 'SQL Report Writer' can be found at the top of the screen under 'Reports' and then 'Templates'.