TrueERP wiki - User contributions [en]

Accounts

2016-01-18T06:38:20Z

Omer Farooq: /* Overview */

<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]]
[[Revenue Chart]]
[[Gross Profit Chart]]
[[Gross Profit Comparison]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Cash P n L]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Account Running Balance]]
[[Combined Companies Category]]
</menu>

== '''Overview''' ==

'''Accounting is a systematic process of identifying, recording, measuring, classifying, verifying, summarizing, interpreting and communicating financial 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.

Manufacturing

2016-01-05T06:44:05Z

Omer Farooq:

<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]]
[[BOM Product Status]]
[[Employee Job Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
[[BOM Allocation Batch Scanning]]
[[Stow Away List]]
[[Stow Away]]
[[BOM Jobs]]
</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]]

Global Features

2015-12-07T09:19:54Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Access Levels|Access Levels]]
[[Customising Lists|Customising Lists]]
[[Customising Main Menu|Customising Main Menu]]
[[Reminders]]
[[WorkFlows]]
[[Date Range|Date Range]]
[[Discounts & Pricing|Discounts and Pricing]]
[[Export Data|Export Data]]
[[Filtering Lists|Filtering Lists]]
[[Importing Data|Importing Data]]
[[Lost Connection|Lost Connection]]
[[Messages|Messages]]
[[Merge|Merge]]
[[Remote Access|Remote Access]]
[[Rounding|Rounding]]
[[Searching f5 f6 f7|Searching f5 f6 f7]]
[[Server Connection|Server Connection]]
[[Status and Type|Status and Type Screens]]
[[Units of Measure|Units of Measure]]
[[Updating]]
</menu>

== Overview ==

Features of ERP that do not have a dedicated menu button in the Main Menu area. They may be items found in drop down menus such as POS or be more general in nature such as customising lists. Help on these areas can be found by expanding the Global Features Help Menu tree.

Global Features

2015-12-07T09:16:50Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Access Levels|Access Levels]]
[[Customising Lists|Customising Lists]]
[[Customising Main Menu|Customising Main Menu]]
[[Reminders]]
[[Date Range|Date Range]]
[[Discounts & Pricing|Discounts and Pricing]]
[[Export Data|Export Data]]
[[Filtering Lists|Filtering Lists]]
[[Importing Data|Importing Data]]
[[Lost Connection|Lost Connection]]
[[Messages|Messages]]
[[Merge|Merge]]
[[Remote Access|Remote Access]]
[[Rounding|Rounding]]
[[Searching f5 f6 f7|Searching f5 f6 f7]]
[[Server Connection|Server Connection]]
[[Status and Type|Status and Type Screens]]
[[Units of Measure|Units of Measure]]
[[Updating]]
</menu>

== Overview ==

Features of ERP that do not have a dedicated menu button in the Main Menu area. They may be items found in drop down menus such as POS or be more general in nature such as customising lists. Help on these areas can be found by expanding the Global Features Help Menu tree.

Sales Reports

2015-12-07T06:51:36Z

Omer Farooq:

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

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

'''How to Use Sales Reports'''

*Select Sales
*Select Sales Reports

'''Sales Reports Detail'''

*[[Accounts_Receivable_Report]] - A detailed report of all accounts receivable with filters for Summary, Details
and Extra Details
*'''Commission List''' - A list of commissions earned showing details of the calculation
*'''Customer Balance Detail''' - Detailed list of outstanding balances for each customer
*'''Customer Details List''' - List of customers showing discounts and special discounts
*'''Customer Express List''' - Customer list showing AR & AP balances as well as Sales Order balances
*[[Customer_List]] - Standard Customer List
*'''Customer Summary Report''' - Report showing sales and Gross Profit per customer for a date range
*'''Customer Type List''' - List of Customer Types created for purpose of Extra Sell pricing
*'''Customer Type Price List''' - List of Extra Sell prices and discounts by product and Customer Type
*[[Employee_Summary]] - Summary of sales by employee including margins
*'''Employee Summary by Period''' - Summary of sales by employee including margins by Month, Quarter or
Year
*'''Foreign Sales Report''' - List of sales transacted in a Foreign Currency
*'''Invoice Backorders''' - List of backordered Invoices
*[[Marketing Ratio Report]]- List of calls with ratios of different actions
*'''Product Report''' - Product Sales Projection based on past sales
*'''Product Sales Summary''' - List of sales by product
*'''Product Sales Summary (By Column)'''
*[[Profit and Loss]] - Full Profit & Loss Report
'''*Profit and Loss Summary''' - Profit & Loss by week, month etc
*'''Quote Details Report''' - List of quote line items
*[[Quote_List]] - List of Quotes with filters for Converted and Completed
*'''Quote Status Report''' - List of Quotes with filters for Converted and Completed
*'''Sales Commission''' - List of sales showing commission details
*'''Sales List''' - List of all sales transactions (Sales Order, Invoice, POS and Cash Sale)
*'''Sales Order Backorders''' - List of all backordered Sales Orders
*[[Sales_Order_List]] - List of all Sales Orders
*'''Sales Order Report''' - List of all Sales Order line items
*'''Sales Order Status Report''' - List of Sales Orders showing status (shipped or backorder)
*'''Sales Order Summary Report''' - Summary of Sales Orders by customer
*[[Sales_Pipeline_Report]]- summary activity by the Quote/Lead Status<LinkId=1237> of each Lead or Quote.
*'''Sales Ratios Report''' - Report of sales ratios by employee
*'''Sales Report''' - List of completed sales transaction lines (excluding Sales Orders)
*'''Sales Reward Points''' - List of Sales Reward Points by customer
*'''Sales Summary Report''' - Summary of Sales by various periods (day, weekday, week, month,etc
*'''Shipping Agent List''' - List of Shipping Agents
*'''Stock Turnover Report''' - Summary of turnover by product for a date range

Sales

2015-12-07T06:26:02Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer History List]]
[[Customer Express 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 Express List]]
[[Quote List]]
[[Refunds]]
[[Sales Analysis Chart]]
[[Sales Dashboard]]
[[Sales List Outstanding]]
[[Sales Order]]
[[Sales Order Express List]]
[[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

Sales

2015-12-07T06:24:28Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer History List]]
[[Customer Express 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 Express List]]
[[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

Sales

2015-12-07T06:21:49Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer History List]]
[[Customer Express 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

Purchases

2015-12-07T06:05:23Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Print Purchase Order]]
[[Purchase Order]]
[[Purchase Order Express List]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
[[Supplier Order Totals]]
</menu>

== Overview ==

The Inventory Tab contains features directly linked to the control of your purchasing.

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

The PURCHASES dropdown menu, circled below, contains all buttons that will appear within the Purchases Tab minus the Product Express List and the Foreign Exchange Rates List.

The following training notes will teach you 'How To', with step by step instructions for each function.

· How to add, view or edit a Supplier

· How to add, view or edit a Smart Order

· How to add, view or edit a Purchase Order

· How to add, view or edit a Bill · How to apply a Credit

· How to view Backorders

· How to view Foreign Exchange Rates

· How to Receive a Return Authority (R.A.)

Smart Order List

2015-12-07T06:02:51Z

Omer Farooq:

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
[[Supp Orders]]
</menu>
== Overview ==

The Smart Order List Button gives you the ability to view a listing Smart Orders. The Smart Order List is
broken into 3 Sub-Headings, 'Incomplete Smart Orders', 'Completed Smart Orders' and 'All Smart Orders'
Ways Lists in ERP can be Manipulated:

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

'''How To View the Smart Order List'''

*From the 'Purchases' Tab, Select the 'Smart Order List' Button
*Select a radio button to view the Incomplete, Completed or All Smart Orders

Note: With each selection the Smart Order List will change.

*Search for the Smart Order you wish to view

Note: The default Smart Order search field can be changed to suit you. Refer to Customisation Of Lists for further
information

*Double Click to View the Smart Order
*From here you have the ability to Copy the Smart Order to a Purchase Order. Refer to Creating a Smart Order
for further details

'''How to Merge Incomplete Smart Orders from the Smart Order List'''

*From the 'Purchases' Tab, Select the 'Smart Order List' Button
*Select a radio button to view the Incomplete Smart Orders
*While holding the 'CTRL' Key on the keyboard, Click to select each Smart Order that you wish to Merge
*Click the 'Merge New' Button to create the Merged Smart Order
*Click 'Save' to Complete the Merge

Supplier List

2015-12-07T06:00:10Z

Omer Farooq:

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
[[Supplier Express List]]
[[Employee and Client List]]
</menu>
== Overview ==

The Supplier List Button gives you the ability to view all your current suppliers and edit the details for each particular
supplier within the list. Refer to Suppliers<LinkId=198> for further information.

Ways Lists in ERP can be Manipulated:

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

'''How To View the Supplier List'''

· Select the 'Supplier List' button displayed within the Purchases Tab
· Select the 'Supplier Name' option from the 'Search Column' Drop-Down
· Type the name of the Supplier in the 'Search Name' Field - The searched supplier will be highlighted

Note: From the Supplier List you have the ability to view the current 'Balance', view the main contact and view phone
and fax numbers.

· Double Click on the Supplier to open the Supplier's contact card

From here you have the ability to edit the Supplier's details and add new or edit the Supplier's contacts.

Note: The Suppliers Name CAN NOT be changed, only the details within the Supplier can be changed (Addresses,
Phone Numbers, Contacts ect.)

'''How to Merge Suppliers'''

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

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

Supplier List

2015-12-07T05:58:14Z

Omer Farooq:

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
[[Supplier Express List]]
</menu>
== Overview ==

The Supplier List Button gives you the ability to view all your current suppliers and edit the details for each particular
supplier within the list. Refer to Suppliers<LinkId=198> for further information.

Ways Lists in ERP can be Manipulated:

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

'''How To View the Supplier List'''

· Select the 'Supplier List' button displayed within the Purchases Tab
· Select the 'Supplier Name' option from the 'Search Column' Drop-Down
· Type the name of the Supplier in the 'Search Name' Field - The searched supplier will be highlighted

Note: From the Supplier List you have the ability to view the current 'Balance', view the main contact and view phone
and fax numbers.

· Double Click on the Supplier to open the Supplier's contact card

From here you have the ability to edit the Supplier's details and add new or edit the Supplier's contacts.

Note: The Suppliers Name CAN NOT be changed, only the details within the Supplier can be changed (Addresses,
Phone Numbers, Contacts ect.)

'''How to Merge Suppliers'''

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

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

Smart Order

2015-12-07T05:51:41Z

Omer Farooq:

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
[[Smart Order RFQ]]
</menu>
== Overview ==

The Smart Order Button gives you the ability to select [[products]] you wish to order from multiple[[ Suppliers]] within a
single interface, then create [[purchase orders]] for each individual Supplier.

'''How To Create a New Smart Order'''

*From the '''Purchases''' Tab, Select the ''''Smart Order'''' Button
*Type in the '''Description''' of your Smart Order in the Smart Order Description Field
*Type the code of the product you wish to order into the 'Name' Field

Use F5, F6, F7 function to find product

*Type in the '''Quantity''' you wish to order in the 'Qty' Field
*If there is no default Supplier for the particular Product, Select the Supplier
*If the product is for a specific '''Customer''' or '''Job''', type the Customer's Name into the 'Customer: Job' Field
*If the Product is to be purchased for a particular ''''Department'''', select the Department Name into the 'Department'
Field
*In the case that the product price has changed type the new Price into the 'Cost(Inc)'
*Push the 'Tab' Key on your Keyboard to Tab through to the next line

'''Repeat the above process steps to insert multiple products into the Smart Order.'''

*Click 'Save' to Complete the Smart Order Transaction

Alternatively if you select either the 'Show' or 'Print' Tick Boxes and click the 'Create PO's' Button you will have
the ability to create, view & print your Smart Order as individual Purchase Orders. Refer to Purchase Orders for
further information.

Manufacturing

2015-12-06T06:27:15Z

Omer Farooq:

<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]]
[[BOM Product Status]]
[[Employee Job Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
[[BOM Allocation Batch Scanning]]
[[Stow Away List]]
[[BOM Jobs]]
</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]]

Manufacturing

2015-12-06T06:10:12Z

Omer Farooq:

<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]]
[[BOM Product Status]]
[[Employee Job Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
[[BOM Allocation Batch Scanning]]
[[Stow Away List]]
</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]]

Manufacturing

2015-12-06T06:02:37Z

Omer Farooq:

<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]]
[[BOM Product Status]]
[[Production Orders]]
[[Production Parts Status]]
[[Resource]]
[[Resource List]]
[[Resource Unavailability]]
[[Unallocated Batch Sales]]
[[BOM Allocation Batch Scanning]]
[[Stow Away List]]
</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]]

Manufacturing

2015-12-06T05:50:05Z

Omer Farooq:

<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]]
[[BOM Product 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]]

Stock Adjustment

2015-12-01T08:21:38Z

Omer Farooq:

<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]]
[[Batch Adjustment]]
[[Bin Adjustment]]
[[Serial Number Adjustment]]
[[Stock Adjustment Import]]
[[Stock Adjustment Export]]

</menu> There are three ways to adjust stock quantities. '''Stock Adjustment,''' [[Stocktake]] and [[Stock Transfer]]. Stock Transfer adjusts stock quantities between departments whereas Stock Adjustment and Stocktake make absolute changes to the quantity of stock the company holds. Generally a Stock Adjustment is used for "ad hoc" adjustments such as when an item is damaged and Stocktake is used when overall quantities are being checked at regular intervals of time.

A '''Stock Adjustment''' can be used to correct the stock levels at any time eg. The system says there is 20 in stock of a product in a particular bin but on count there is only 19. An adjustment can be made at that time, ie. you do not have to wait to carry out a stocktake to make the adjustment. '''Typically Stock Adjustment is used for adjustments to stock due to loss/damage or Wasteage.'''

*Select the '''Inventory tab''' *Select the '''Stock Adjustment''' button *Select the '''Account''' to be adjusted by the value of the adjusted stock. (Account needs to be set-up via the Accounts button). The Inventory Asset account is always adjusted and you must nominate the account for the other side of the transaction. eg. You may have an expense account for eg."Damaged Stock" *Select the '''Employee Name''' and '''Date'''

*'''Show Only as Unit of Measure''' - If selected the quantities displayed will be only those for the unit of measure shown. If not selected the quantities shown will be the total of all UOM adjusted by the UOM Multiple. eg. When selected a product "Red Wine" may show 0 Bottles but 3 Cartons of 12, whereas when not ticked the same product would show 36 Bottles or 3 Cartons.

*'''Adjustment on In-Stock Quantity''' - When selected the Final quantity will be based on the In-Stock Quantity When not checked Final will be based on the Available Quantity. This is to allow for different practices in handling sold products such as if products are removed from the bin prior to being invoiced in which case you would be working on Available quantities.

*'''Search function F5, F6, F7''' is available within a Stock Adjustment for ease of selecting the required product/s to adjust. The Stock Adjustment transaction number auto loads. *Select your '''Product''' and your '''Department'''. *Stock can be adjusted by entering the Final (instock) quantity or the Adjustment. eg. if you have 10 instock but need to reduce that to 9 you can enter 9 in the Final column or -1 in the adjustment column. *Select Batch, Bin and/or Serial number if applicable Enter the reason for the Adjustment, e.g. Damaged Goods / Stolen Goods etc. *Select '''Save'''

'''Backdating a Stock Adjustment'''

*Stock adjustments and stocktakes can be backdated. To backdate a stock adjustment you must first select the date of the adjustment and then select the product. This will ensure the quantities are displayed as at the selected date. An adjustment can then be saved for that date and subsequent transactions will be accounted for in the current values.

These adjustments can be viewed in the [[Stock Adjustment List]]

Stock Transfer

2015-12-01T08:21:00Z

Omer Farooq:

<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

Stock Transfer

2015-12-01T08:11:57Z

Omer Farooq:

<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]]
[[Stock Adjustment Export]]

</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

New Employee

2015-12-01T07:52:34Z

Omer Farooq:

<menu name=myMenu align=center>
More Detail =
[[Address]]
[[Allowances]]
[[Banking]]
[[Commission]]
[[Custom Fields]]
[[Deductions]]
[[Documents]]
[[Skills / Attachments]]
[[Fringe Benefits]]
[[Hours]]
[[Information]]
[[Leave accruals]]
[[Pay Details]]
[[Pay History]]
[[Photo ID]]
[[Report]]
[[Superannuation]]
[[Taxation]]
[[Workcover]]
</menu>
== Overview ==

All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system. All Employees that are required to use ERP must be assigned a Log on and Password. All Reps must first be an Employee before they can become a Rep. If using [[Payroll]] you should create the necessary payroll items (awards, allowances, deductions etc) before creating the employee records.

'''Creating a New Employee'''

*Select the EMPLOYEE button
*A New clean Employee card will appear. You will be in the Information Tab. 

  The following information is required before you can access other tabs:

*First Name
*Last Name
*Default Department
*Date of Birth
*Date Started
*Sex (This will auto fill if a salutation is entered i.e. Mr, Mrs, Ms)

Other Employee Tabs where Payroll is not enabled are:

*[[ADDRESS]]
*[[CUSTOM FIELDS]]
*[[DOCUMENTS]]
*[[FRINGE BENEFITS]]

NOTES

[[PHOTO ID]] [[REPORT]] [[WORKCOVER]]

If Payroll is enabled the following tabs will also be available:

*[[ALLOWANCES]]
*[[BANKING]]
*[[COMMISSION]]
*[[DEDUCTIONS]]
*[[HOURS]]
*[[LEAVES]]
*[[PAY DETAILS]]
*[[PAY HISTORY]]
*[[SUPERANNUATION]]
*[[TAXATION]]

 '''How to Assign a Password'''

*Select the PASSWORD button on the bottom of the New Employee Card.
*When the Password Button has been opened, please assign a Log on Name and Password for the New Employee.

All employees required to use ERP must be allocated with a Logon and Password to access the system.

*When you have completed the Log on and Password, click on the Access Level Button found on the bottom right.
*Select the access levels required for the Employee. See Access Levels
*When the Log on, Password and Access Levels have been completed, click save in all areas

Drop Down Menu

All areas of the ERP interface can be accessed by the Drop-Down Menu found at the top of the ERP window.

The Employee Tab can be accessed by using the Employee Drop-Down Menu.

Stock Adjustment

2015-12-01T07:27:58Z

Omer Farooq:

<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]]
[[Batch Adjustment]]
[[Bin Adjustment]]
[[Serial Number Adjustment]]

</menu> There are three ways to adjust stock quantities. '''Stock Adjustment,''' [[Stocktake]] and [[Stock Transfer]]. Stock Transfer adjusts stock quantities between departments whereas Stock Adjustment and Stocktake make absolute changes to the quantity of stock the company holds. Generally a Stock Adjustment is used for "ad hoc" adjustments such as when an item is damaged and Stocktake is used when overall quantities are being checked at regular intervals of time.

A '''Stock Adjustment''' can be used to correct the stock levels at any time eg. The system says there is 20 in stock of a product in a particular bin but on count there is only 19. An adjustment can be made at that time, ie. you do not have to wait to carry out a stocktake to make the adjustment. '''Typically Stock Adjustment is used for adjustments to stock due to loss/damage or Wasteage.'''

*Select the '''Inventory tab''' *Select the '''Stock Adjustment''' button *Select the '''Account''' to be adjusted by the value of the adjusted stock. (Account needs to be set-up via the Accounts button). The Inventory Asset account is always adjusted and you must nominate the account for the other side of the transaction. eg. You may have an expense account for eg."Damaged Stock" *Select the '''Employee Name''' and '''Date'''

*'''Show Only as Unit of Measure''' - If selected the quantities displayed will be only those for the unit of measure shown. If not selected the quantities shown will be the total of all UOM adjusted by the UOM Multiple. eg. When selected a product "Red Wine" may show 0 Bottles but 3 Cartons of 12, whereas when not ticked the same product would show 36 Bottles or 3 Cartons.

*'''Adjustment on In-Stock Quantity''' - When selected the Final quantity will be based on the In-Stock Quantity When not checked Final will be based on the Available Quantity. This is to allow for different practices in handling sold products such as if products are removed from the bin prior to being invoiced in which case you would be working on Available quantities.

*'''Search function F5, F6, F7''' is available within a Stock Adjustment for ease of selecting the required product/s to adjust. The Stock Adjustment transaction number auto loads. *Select your '''Product''' and your '''Department'''. *Stock can be adjusted by entering the Final (instock) quantity or the Adjustment. eg. if you have 10 instock but need to reduce that to 9 you can enter 9 in the Final column or -1 in the adjustment column. *Select Batch, Bin and/or Serial number if applicable Enter the reason for the Adjustment, e.g. Damaged Goods / Stolen Goods etc. *Select '''Save'''

'''Backdating a Stock Adjustment'''

*Stock adjustments and stocktakes can be backdated. To backdate a stock adjustment you must first select the date of the adjustment and then select the product. This will ensure the quantities are displayed as at the selected date. An adjustment can then be saved for that date and subsequent transactions will be accounted for in the current values.

These adjustments can be viewed in the [[Stock Adjustment List]]

Inventory

2015-11-30T08:11:14Z

Omer Farooq:

<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]]
[[Model Number Product List]]
[[Product Summary By Period]]
[[Shipment List]]
[[Print Address Label list]]
[[Pick List Done]]
[[Product Price List]]

</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

2015-11-30T08:07:49Z

Omer Farooq:

<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]]
[[Model Number Product List]]
[[Product Summary By Period]]
[[Shipment List]]
[[Print Address Label list]]
[[Pick List Done]]

</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

2015-11-30T07:59:22Z

Omer Farooq:

<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]]
[[Model Number Product List]]
[[Product Summary By Period]]
[[Shipment List]]
[[Print Address Label list]]

</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

2015-11-30T07:39:27Z

Omer Farooq:

<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]]
[[Model Number Product List]]
[[Product Summary By Period]]

</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

2015-11-30T07:23:34Z

Omer Farooq:

<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]]
[[Model Number Product List]]

</menu>

== Overview ==

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

Barcode Picking

2015-11-30T07:15:46Z

Omer Farooq:

<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]]
[[Sales Picked]]

</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

Employee Reports

2015-11-26T07:30:48Z

Omer Farooq:

<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]]
[[Sales Analysis Manual List]]
[[Roster Report Summary]]
[[Expense Claim list]]
[[Roster History]]
</menu>
== Overview ==

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

'''How to Use Employee Reports'''

*Select Employee
*Select Employee Reports

Employee Reports Detail

*Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays
*Audit Trail List - List of all data changes and which employee made the change
*[[Combined Analysis Report]] - Comparison of chargable and non chargeable hours per employee by product
*[[Commission List]] - Commissions generated by employee
*[[Employee Analysis]] - Summary of chargable and non chargeable hours per employee by job
*[[Employee Fixed Assets]] - List of Fixed Assets in the possesion of an employee
*[[Employee List]] - List of all employees
*[[Employee Summary]]- Summary of invoiced amounts by employee
*[[Employee Summary by Period]] - Comparison of invoiced amounts by employee on a period by period
*'''Global List''' - List of all companies and people in ERP including employees, customers, suppliers, marketing

contacts etc

*'''Product Commission List''' - List of products that employees can be paid commision on
*'''Rep Ability List''' - List of relative skill or ability levels for reps. These are defined by you.
*[[Rep List]] - List of all Reps
*[[Roster List]] - List of Clocked On and Clocked Off employees
*'''Sales Commission''' - List of individual transactions resulting in commissions for employees
*[[To Do List]] - List of items on an employees To Do List

Employee

2015-11-26T07:28:38Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Access Levels]]
[[Clock On]]
[[Color Preferences]]
[[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]]
[[Sales Analysis Manual]]
[[Expense Claim Request]]
[[Clock on List]]
</menu>

== Overview ==

Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using

'To Do's'. 

Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab 

The following training notes will teach you ''''How To'''', with step by step instructions for each function:

*How to add a [[New Employee|New Employee]] into the system.
*How to enter a '''New Sales Representative'''.
*How to add a task to the ''''To Do'''' listing.
*How to change, view or control the [[Access Levels|Access Levels]].
*How to change your [[Personal Preferences|Personal Preferences]].
*How to create customised reports to both all staff and only to yourself.
*How to create a '''Rep Service'''.

Employee Reports

2015-11-26T07:23:20Z

Omer Farooq:

<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]]
[[Sales Analysis Manual List]]
[[Roster Report Summary]]
[[Expense Claim list]]
</menu>
== Overview ==

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

'''How to Use Employee Reports'''

*Select Employee
*Select Employee Reports

Employee Reports Detail

*Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays
*Audit Trail List - List of all data changes and which employee made the change
*[[Combined Analysis Report]] - Comparison of chargable and non chargeable hours per employee by product
*[[Commission List]] - Commissions generated by employee
*[[Employee Analysis]] - Summary of chargable and non chargeable hours per employee by job
*[[Employee Fixed Assets]] - List of Fixed Assets in the possesion of an employee
*[[Employee List]] - List of all employees
*[[Employee Summary]]- Summary of invoiced amounts by employee
*[[Employee Summary by Period]] - Comparison of invoiced amounts by employee on a period by period
*'''Global List''' - List of all companies and people in ERP including employees, customers, suppliers, marketing

contacts etc

*'''Product Commission List''' - List of products that employees can be paid commision on
*'''Rep Ability List''' - List of relative skill or ability levels for reps. These are defined by you.
*[[Rep List]] - List of all Reps
*[[Roster List]] - List of Clocked On and Clocked Off employees
*'''Sales Commission''' - List of individual transactions resulting in commissions for employees
*[[To Do List]] - List of items on an employees To Do List

Employee Reports

2015-11-26T07:16:21Z

Omer Farooq:

<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]]
[[Sales Analysis Manual List]]
[[Roster Report Summary]]
</menu>
== Overview ==

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

'''How to Use Employee Reports'''

*Select Employee
*Select Employee Reports

Employee Reports Detail

*Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays
*Audit Trail List - List of all data changes and which employee made the change
*[[Combined Analysis Report]] - Comparison of chargable and non chargeable hours per employee by product
*[[Commission List]] - Commissions generated by employee
*[[Employee Analysis]] - Summary of chargable and non chargeable hours per employee by job
*[[Employee Fixed Assets]] - List of Fixed Assets in the possesion of an employee
*[[Employee List]] - List of all employees
*[[Employee Summary]]- Summary of invoiced amounts by employee
*[[Employee Summary by Period]] - Comparison of invoiced amounts by employee on a period by period
*'''Global List''' - List of all companies and people in ERP including employees, customers, suppliers, marketing

contacts etc

*'''Product Commission List''' - List of products that employees can be paid commision on
*'''Rep Ability List''' - List of relative skill or ability levels for reps. These are defined by you.
*[[Rep List]] - List of all Reps
*[[Roster List]] - List of Clocked On and Clocked Off employees
*'''Sales Commission''' - List of individual transactions resulting in commissions for employees
*[[To Do List]] - List of items on an employees To Do List

Employee

2015-11-26T07:10:08Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Access Levels]]
[[Clock On]]
[[Color Preferences]]
[[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]]
[[Sales Analysis Manual]]
[[Expense Claim Request]]
</menu>

== Overview ==

Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using

'To Do's'. 

Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab 

The following training notes will teach you ''''How To'''', with step by step instructions for each function:

*How to add a [[New Employee|New Employee]] into the system.
*How to enter a '''New Sales Representative'''.
*How to add a task to the ''''To Do'''' listing.
*How to change, view or control the [[Access Levels|Access Levels]].
*How to change your [[Personal Preferences|Personal Preferences]].
*How to create customised reports to both all staff and only to yourself.
*How to create a '''Rep Service'''.

Employee Reports

2015-11-26T07:04:23Z

Omer Farooq:

<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]]
[[Sales Analysis Manual List]]
</menu>
== Overview ==

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

'''How to Use Employee Reports'''

*Select Employee
*Select Employee Reports

Employee Reports Detail

*Action Authorisations - List of actions performed that require an authorised employee eg. Process Pays
*Audit Trail List - List of all data changes and which employee made the change
*[[Combined Analysis Report]] - Comparison of chargable and non chargeable hours per employee by product
*[[Commission List]] - Commissions generated by employee
*[[Employee Analysis]] - Summary of chargable and non chargeable hours per employee by job
*[[Employee Fixed Assets]] - List of Fixed Assets in the possesion of an employee
*[[Employee List]] - List of all employees
*[[Employee Summary]]- Summary of invoiced amounts by employee
*[[Employee Summary by Period]] - Comparison of invoiced amounts by employee on a period by period
*'''Global List''' - List of all companies and people in ERP including employees, customers, suppliers, marketing

contacts etc

*'''Product Commission List''' - List of products that employees can be paid commision on
*'''Rep Ability List''' - List of relative skill or ability levels for reps. These are defined by you.
*[[Rep List]] - List of all Reps
*[[Roster List]] - List of Clocked On and Clocked Off employees
*'''Sales Commission''' - List of individual transactions resulting in commissions for employees
*[[To Do List]] - List of items on an employees To Do List

Employee

2015-11-26T06:58:03Z

Omer Farooq:

<menu name="myMenu" align="center">
More Detail=
[[Access Levels]]
[[Clock On]]
[[Color Preferences]]
[[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]]
[[Sales Analysis Manual]]
</menu>

== Overview ==

Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using

'To Do's'. 

Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab 

The following training notes will teach you ''''How To'''', with step by step instructions for each function:

*How to add a [[New Employee|New Employee]] into the system.
*How to enter a '''New Sales Representative'''.
*How to add a task to the ''''To Do'''' listing.
*How to change, view or control the [[Access Levels|Access Levels]].
*How to change your [[Personal Preferences|Personal Preferences]].
*How to create customised reports to both all staff and only to yourself.
*How to create a '''Rep Service'''.

Delivery

2015-11-26T06:05:54Z

Omer Farooq:

<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]]
[[Barcode Action]]
</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|'''Utilities''']] Tab
*Select '''Preferences''' button
*Select [[Utilities|'''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.

Prospect List

2015-11-25T10:42:31Z

Omer Farooq:

<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]]
[[Ph Contact]]
[[Prospect Validation]]
</menu>

== Overview ==

'''The Prospect List''' allows you to enquire on and list prospects, update prospect details, convert prospects to Customers or Suppliers.

Ways Lists in ERP can be Manipulated: 

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

'''How To View the Prospect List'''

*Select the '''CRM''' tab
*Select the '''Prospect''' List button
*Double Click on a '''Prospect''' to open
*Select '''Contact''' Tab
*Select '''New''' button to add a contact
*Select '''Edit''' to edit a contact
*Select '''Inactive Contact''' button to see the contact that was entered in the front page ('''This contact is inactive by default''')

*Select '''Edit''' and Select '''Active''' check box to add to contact list
*Select a contact and then select '''Letter''' button
*Give the letter a reference (name, identifier)
*ERP will create a letter to the contact using the default document stored under Company Information
*You can create a fax or email document the same way.

*Select '''History''' tab to view the prospects history with regard to the '''Rewards Program'''
*Select '''Documents''' to see letters etc created for this prospect
*Select '''Notes''' tab to view or add notes
*Select '''Follow Up''' tab to view or add followups (these can also be added from Marketing)
*Select '''Ph Contact''' to view or add a record of a phone contact

Prospect List

2015-11-25T10:40:05Z

Omer Farooq:

<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]]
[[Ph Contact]]
</menu>

== Overview ==

'''The Prospect List''' allows you to enquire on and list prospects, update prospect details, convert prospects to Customers or Suppliers.

Ways Lists in ERP can be Manipulated: 

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

'''How To View the Prospect List'''

*Select the '''CRM''' tab
*Select the '''Prospect''' List button
*Double Click on a '''Prospect''' to open
*Select '''Contact''' Tab
*Select '''New''' button to add a contact
*Select '''Edit''' to edit a contact
*Select '''Inactive Contact''' button to see the contact that was entered in the front page ('''This contact is inactive by default''')

*Select '''Edit''' and Select '''Active''' check box to add to contact list
*Select a contact and then select '''Letter''' button
*Give the letter a reference (name, identifier)
*ERP will create a letter to the contact using the default document stored under Company Information
*You can create a fax or email document the same way.

*Select '''History''' tab to view the prospects history with regard to the '''Rewards Program'''
*Select '''Documents''' to see letters etc created for this prospect
*Select '''Notes''' tab to view or add notes
*Select '''Follow Up''' tab to view or add followups (these can also be added from Marketing)
*Select '''Ph Contact''' to view or add a record of a phone contact

Accounts

2015-11-25T08:07:51Z

Omer Farooq:

<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]]
[[Revenue Chart]]
[[Gross Profit Chart]]
[[Gross Profit Comparison]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Cash P n L]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Account Running 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.

Accounts

2015-11-25T07:56:07Z

Omer Farooq:

<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]]
[[Revenue Chart]]
[[Gross Profit Chart]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Cash P n L]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Account Running 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.

Accounts

2015-11-25T07:53:32Z

Omer Farooq:

<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]]
[[Revenue Chart]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Cash P n L]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Account Running 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.

Accounts

2015-11-25T07:41:45Z

Omer Farooq:

<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]]
[[Cash P n L]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
[[Account Running 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.

Accounts

2015-11-25T07:28:49Z

Omer Farooq:

<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]]
[[Cash P n L]]
[[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.

Inventory

2015-08-25T08:04:26Z

Omer Farooq:

<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]]

</menu>

== Overview ==

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

14 Book Value

2015-03-11T12:32:50Z

Omer Farooq: Created page with "Book Value Book Value - Why is there two depreciation tabs, referring to Tax value and Book value? The book depreciation expense is the amount recorded on the "books" and re..."

Book Value

Book Value - Why is there two depreciation tabs, referring to Tax value and Book value?

The book depreciation expense is the amount recorded on the "books" and reported on the financial statements.

The tax depreciation is recorded on the company's income tax returns and will be based on the Internal Revenue Service's rules

The two tax tabs can be used for different functions that can be set in 'Fixed Assets Preferences'
Like, Depreciation Calculation Conventions (Full Year, Full Month, Half Year)
For example, Depreciation 1 can be used for Full Year, and Depreciation 2 can be used for Full Month.

Depreciation Start Date either Financial or Calender year can be set too for the two Depreciation separately.

19 Depreciation Date

2015-03-11T12:25:49Z

Omer Farooq:

Depreciation Date - Can you set Depreciation start date?

* Go to 'Fixed Assets' Module.
* Open Fixed Asset, under 'Asset info' tab - Enter Depreciation Start Date.

Entering the depreciation date will start depreciation from the entered date irrespective of when it was purchased.

19 Depreciation Date

2015-03-11T12:19:51Z

Omer Farooq: /* Overview */

= Overview =

Depreciation Date - Can you set Depreciation start date?

* Go to 'Fixed Assets' Module.
* Open Fixed Asset, under 'Asset info' tab - Enter Depreciation Start Date.

Entering the depreciation date will start depreciation from the entered date irrespective of when it was purchased.

19 Depreciation Date

2015-03-11T11:50:16Z

Omer Farooq: Created page with "= Overview ="

= Overview =

21 Fixed Assets

2015-03-11T11:48:30Z

Omer Farooq:

<menu align="center" name="myMenu">
Answers=
[[1 Asset Types]]
[[2 Preferences]]
[[3 Accounts]]
[[4 Chart of Accounts]]
[[5 Depreciation Settings]]
[[6 Finding in Help]]
[[7 Show Postings]]
[[8 New Asset]]
[[9 Insurance]]
[[10 Warranty]]
[[11 Tax Value]]
[[12 Altering Accounts]]
[[13 Depreciation Method]]
[[14 Book Value]]
[[15 Show Postings]]
[[16 Service Logs]]
[[17 Warranty]]
[[18 Customisable Fields]]
[[19 Depreciation Date]]
[[20 Disposal]]

</menu>

== Overview ==

Fixed Assets Training

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Asset Types - Have you set-up asset types?

2. [ ] Preferences - Where do you set your preferences for Fixed Assets?

3. [ ] Accounts - Have you defined your default account postings for your fixed assets?

4. [ ] Chart of Accounts - Can you view your fixed asset accounts?

5. [ ] Depreciation Settings - How do you set your depreciation frequency?

6. [ ] Finding in Help - How do you open your help file?

7. [ ] Show Postings - Where can I see the depreciation postings for the future?

8. [ ] New Asset - How to add a fixed asset?

9. [ ] Insurance - Where can you add insurance details for the asset?

10.[ ] Warranty - Where can you add warranty details for the asset?

11.[ ] Tax Value - Why is there two depreciation tabs, referring to Tax value and Book value?

12.[ ] Altering Accounts - Can you alter the individual accounts per fixed asset?

13.[ ] Depreciation Method - Where do you change how each asset depreciates?

14.[ ] Book Value - Why is there two depreciation tabs, referring to Tax value and Book value?

15.[ ] Show Postings - Can you see the fixed asset posting in your chart of accounts?

16.[ ] Service Logs - How do you set-up a service log?

17.[ ] Warranty - Do you understand where warranty details display?

18.[ ] Customisable Fields - Can you add your own fields?

19.[ ] Depreciation Date - Can you set Depreciation start date?

20.[ ] Disposal - Where do you dispose of the asset?

 Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

40. Data Update

2015-03-11T11:22:10Z

Omer Farooq: /* Overview */

= Overview =

'''Data Update'''

'''Data Update- Has the functionality of each tab within the Date Updater been explained?'''

The '''Data Update''' feature is used for changing properties on your product or customer list on mass.

From the '''Main Menu''' select '''Inventory''' and then the '''Data Update''' button.

* Select the product you want to update. Hold down Ctrl key and select multiple products.
* Select the '''Action''' you wish to perform from the left hand side of the screen
* Do the required update you wish to perform form the left hand side of the screen example, 'Extra Buy Price', 'Extra Sell Price', 'Foreign Buy Price', 'Foreign Sell Price', 'Product Properties' and 'Delet Extra Sell Price'.
* Once made the changes; Select 'Update'.

A message will pop up "Do you like to update all product or the selected Product".

* Choose 'All Products' if you wish to update all products.
* Choose 'Selected Products' if you wish to update only selected products.

Holding down Ctrl and selecting multiple products will do update on mass.

From the top of the screen select 'Client', if want to update client properties on mass.