User contributions
From TrueERP wiki
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- 09:49, 28 June 2011 (diff | hist) . . (+678) . . N 12 Viewing Costs (Created page with "Viewing Costs Do you know how to view your average cost of a product? To access a product quickly, simply click on the Inventory module button on the main screen. Then click on...")
- 09:42, 28 June 2011 (diff | hist) . . (+5,973) . . N 10 Other Type (Created page with "Other Type Do you understand how an "Other" type product works? A New Product is created when you have the need to select it from the Inventory List when entering an Invoice, ...")
- 09:41, 28 June 2011 (diff | hist) . . (+5,989) . . N 9 Non-Inventory Type (Created page with "Non-Inventory Type Do you understand how an "Non-Inventory" type product works? A New Product is created when you have the need to select it from the Inventory List when enter...")
- 09:41, 28 June 2011 (diff | hist) . . (+5,981) . . N 8 Inventory Types (Created page with "Inventory Type Do you understand how an "Inventory" type product works? A New Product is created when you have the need to select it from the Inventory List when entering an I...") (current)
- 09:40, 28 June 2011 (diff | hist) . . (+659) . . N 7 Product Types (Created page with " Product Types Can you explain the difference between the product types? Inventory Part A physical product that has its amount tracked as inventory (it HAS a Cost of Goods Sol...")
- 09:39, 28 June 2011 (diff | hist) . . (+892) . . N 6 Naming a Product (Created page with "Naming a Product Do you understand why we use logical names here, as opposed to codes? ERP is designed around the ability to filter, search and sort on anything within any list...")
- 18:08, 27 June 2011 (diff | hist) . . (+2,385) . . N 5 Filtering Groups (Created page with "Filtering Groups Can you apply filters to the groups you have created? Filtering and sorting within a list or report is a valuable tool for finding a specific entry into the re...")
- 18:07, 27 June 2011 (diff | hist) . . (+2,403) . . N 4 Auto Re-Order (Created page with "Auto Re-Order Do you understand why you would activate the Auto Re-Order function? The auto re-order function will display the product quantity tab first and highlight the colu...")
- 18:06, 27 June 2011 (diff | hist) . . (+317) . . N 3 Entering a Margin (Created page with "Entering a Margin Can you alter your Gross Margin or Markup for a Product? Qty Sell and Price (Inc) Enter as the same as Quantity Buy - if you wish to put on a % to the Cost pr...") (current)
- 18:05, 27 June 2011 (diff | hist) . . (+440) . . N 2 Grouping (Created page with "Grouping Are you using all 4 fields (Columns) to correctly identify your products? ie. Manufacture Type Dept Product The above is called grouping the product eg. Manufacture m...")
- 18:05, 27 June 2011 (diff | hist) . . (+5,974) . . N 1 Creating a Product (Created page with " Creating a Product Can you enter a New Product? A product can also be created directly from a transaction - enter in the name in the product name field and if it is not yet in...")
- 18:04, 27 June 2011 (diff | hist) . . (+19) . . 4 Inventory
- 17:59, 27 June 2011 (diff | hist) . . (-100) . . 4 Inventory
- 17:55, 27 June 2011 (diff | hist) . . (+3,644) . . 4 Inventory
- 17:54, 27 June 2011 (diff | hist) . . (0) . . 4 Inventory
- 17:53, 27 June 2011 (diff | hist) . . (+20) . . 4 Inventory
- 17:52, 27 June 2011 (diff | hist) . . (0) . . 1 Basic Features
- 17:51, 27 June 2011 (diff | hist) . . (+752) . . 4 Inventory
- 17:06, 27 June 2011 (diff | hist) . . (+44) . . N 4 Inventory (Created page with "<menu align="center" name="myMenu"> Answers=")
- 17:05, 27 June 2011 (diff | hist) . . (0) . . 3 Accounts
- 17:03, 27 June 2011 (diff | hist) . . (-5) . . 1 Basic Features
- 17:03, 27 June 2011 (diff | hist) . . (0) . . 2 Employee
- 17:02, 27 June 2011 (diff | hist) . . (+518) . . N 35 Dashboard (Created page with "Dashboard Can you open the Dashboard? The Dashboard can be used to look at a snapshot of your Company accounts. It includes a number of different options that can be changed a...")
- 17:01, 27 June 2011 (diff | hist) . . (+1,429) . . N 34 Summary Sheet (Created page with "Summary Sheet Can you open the summary sheet? The Summary Report can be used to look at a snapshot of your Company accounts. It includes: Cash At Bank, Accounts Payable & Rece...")
- 17:00, 27 June 2011 (diff | hist) . . (+1,509) . . N 33 Shortcut Filters (Created page with "Shortcut Filters Do you know how to create a filter? Filters and Queries can be accessed and created from within reports and lists, across all modules. There is no limit to th...")
- 17:00, 27 June 2011 (diff | hist) . . (+640) . . N 32 Charts (Created page with "Charts Do you know how to create a chart from any report? From within almost any list or report you can create a user defined Chart. Open the list or report that you wish to b...")
- 16:59, 27 June 2011 (diff | hist) . . (+303) . . N 31 Finding Journals (Created page with "Finding Journals Can you search and find an existing Journal? To find a journal entry select Journal Entry List from the main menu, this will show a list of all the journal en...")
- 16:58, 27 June 2011 (diff | hist) . . (+1,503) . . N 30 Creating Journals (Created page with " Journals Can you enter/create a Journal? Select Accounts Tab from Main Menu Select Journal Entry Button Select the required date (The default date will be today's date. This...")
- 16:58, 27 June 2011 (diff | hist) . . (+1,445) . . N 29 BAS/VAT Options (Created page with " BAS/VAT Options Can you run a BAS/VAT report? When initially setting up your Tax reports you will need to set up all the Tax Codes; Tax Code names and Account names for each ...")
- 16:57, 27 June 2011 (diff | hist) . . (+6,940) . . N 28 BAS/VAT Report (Created page with " BAS/VAT Report Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?? When creating a new account/Product you must select a...")
- 16:56, 27 June 2011 (diff | hist) . . (+806) . . N 27 Date Ranges (Created page with "Date Ranges Has the List Date Range options been explained when comparing speed to functionality? When a list or report is opened eg. Purchase order list, it will open with an...")
- 16:55, 27 June 2011 (diff | hist) . . (+3,804) . . N 26 Report Selector (Created page with "Reports Selector Has the report selector made sense in relation to choosing dates prior to running the reports? The Report Selector is your 'one-stop-shop' for Reports. · Fro...")
- 16:55, 27 June 2011 (diff | hist) . . (+2,729) . . N 25 Balance Sheet (Created page with "Balance Sheet Report Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector? These reports are situated within the accounts modul...")
- 16:54, 27 June 2011 (diff | hist) . . (+3,835) . . N 24 Printouts (Created page with "Printouts Can you preview a printout of the profit and loss? Select the Profit and loss report. Select the Show preview radio button Select the Print button. ERP provides the...")
- 16:53, 27 June 2011 (diff | hist) . . (+2,356) . . N 23 Drill Downs (Created page with "Drill Downs Was it explained how to drill into any of the values in all of the reports? Reports should be studied by each User in an effort to work out what reports relate best...")
- 16:52, 27 June 2011 (diff | hist) . . (+7,360) . . N 22 Selecting Departments (Created page with "ACSelecting Departments Do you know how to select different departments for different reports? · Select the Report as required · Select the Departments button or Tick the "Al...")
- 16:50, 27 June 2011 (diff | hist) . . (+2,196) . . N 21 Changing Dates (Created page with "Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector? The Date Range Selector enables the user to select thro...")
- 16:49, 27 June 2011 (diff | hist) . . (+359) . . N 20 By Periods (Created page with "By Periods (Profit and Loss Reports) Can you run a Profit and Loss Report by period? Select Accounts tab from the Main Menu and then the Profit and Loss Button. This will disp...")
- 16:48, 27 June 2011 (diff | hist) . . (+2,126) . . N 19 Profit and Loss (Created page with " Profit and Loss Reports Can you run a Profit and Loss Report from the main screen? Select Accounts tab from the Main Menu and then the Profit and Loss Button. This will displa...")
- 16:47, 27 June 2011 (diff | hist) . . (+3,401) . . N 18 Exporting Lists (Created page with "Exporting Lists Can you export a list or report using the export button and create a spreadsheet with it? When the list has been customised to display the desired information ...")
- 16:47, 27 June 2011 (diff | hist) . . (+1,657) . . N 17 Custom Report (Created page with "Custom Report Do you know how to create a custom report to display in the My Reports Section? Filtering and sorting within a list or report is a valuable tool for finding a spe...") (current)
- 16:46, 27 June 2011 (diff | hist) . . (+1,324) . . N 16 Foreign Exchange List (Created page with "Foreign Exchange List Do you know how to turn on Foriegn Exchange Values in some reports? The Foreign Exchange Rates List displays a list of all Active and Inactive Rates curr...")
- 16:45, 27 June 2011 (diff | hist) . . (+615) . . N 15 Custom Filters (Created page with "Custom Filters Do you know how to create a custom filter? Add Custom Filter If you are happy with the filter you have created and want to reuse the exact same filter in the fu...")
- 16:44, 27 June 2011 (diff | hist) . . (+2,405) . . N 14 Filters (Created page with "Filtering and Sorting Do you know how to filter in the list to show only specific details? Filtering and sorting within a list or report is a valuable tool for finding a specif...")
- 16:44, 27 June 2011 (diff | hist) . . (+3,482) . . N 13 Altering Columns (Created page with "Altering Columns Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features? From the list or repo...") (current)
- 16:43, 27 June 2011 (diff | hist) . . (+2,104) . . N 12 F5 F6 and F7 (Created page with "Search Features Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen? When you are in any list or report, simply selec...")
- 16:42, 27 June 2011 (diff | hist) . . (+3,896) . . N 11 List Customisation (Created page with "Customise Lists and Sorting Columns Was the list Customisation explained? Click on any report or list column header and a hand symbol will sort the column by ascending or desc...")
- 16:42, 27 June 2011 (diff | hist) . . (+3,695) . . N 10 Assigning Tax Codes (Created page with "Tax Codes Did the assignment of the Tax Codes make sense and how they affect the Tax Reports and the auto loading into transactions? When creating a new account/Product you mu...")
- 16:41, 27 June 2011 (diff | hist) . . (+4,361) . . N 9 Accounts and Departments (Created page with " Accounts and Departments Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Acco...")
- 16:40, 27 June 2011 (diff | hist) . . (+7,137) . . N 8 Departments (Created page with "Departments Do you know how you can divide your business into different cost centers? ERP Departments allow you to separate different aspects of your business into Cost Centres...")
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