# Additional Menus
# Debtors Setup
This is where the user creates a new Debtor or search for an existing one
System buttons:
Search button allows a user to search using Basic Search Tab and Custom Search Tab
At the top of the screen under the Debtors Setup heading, there are 5 buttons and three drop down lists
.png)
Expand button – to shown more search filter criteria or Contract button to show less search filter criteria
Add button– to create a new Debtor.
Edit button –to make changes onto an existing Debtor.
Delete button – to delete an existing Debtor provided the Debtor has no transactions linked to it.
Print Export Drop Down allows one to select from the following options:
Print button - print all the debtors listed in the system sorted alphabetically
Export Debtors button exports debtors list to Excel spread sheet.
Export Contacts button – exports Contacts to an Excel spread sheet
Import Drop Down allows one to select from the following options:
Import Contacts –Import from the Excel sheet to the system
Import Acct Managers – Accounts can be imported onto the system from the excel spread sheet.
Import Legal Hand Over – Legal Hand Over documents can be imported in CSV format
Extras Drop Down allows one to select from the following options:
Service Level Agreements –Link Service Level Agreement to a Debtor
View Reoccurring Transactions – See what Reoccurring Transactions have been linked to the Debtor.
Basic Search tab, if the debtor’s code in the Basic search Tab or debtor’s name is left blank, this will bring back all the debtors listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred.
Custom Search tab, Custom search searches according to the category selection on the drop down arrow and the system will bring back all that is selected on the category
This functionality is currently not active
# Creditors Setup
This is where the user creates a new Creditor or search for existing.
.png)
System buttons
Search button allows a user to search using Basic Search Tab and Custom Search Tab
Basic Search Tab - if the creditor’s code in the basic search fields and other fields are left blank, this will bring back all the creditor’s listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred.
Custom Search, Custom search searches according to the category selection on the drop down arrow
Main Tab – shows a list of all creditors added on the system
Details Tab – shows details of selected creditor
Address Tab – shows the selected creditors address
Contacts Tab – shows creditor’s contacts
Standard Tab, has four buttons
Insert – to create a new creditor.
Amend –to make changes onto an existing creditor.
Delete – to delete an existing creditor provided the creditor has no transactions linked to it.
Insert Note – Allows a user to interact with the creditor via sms or email and only if the contact person has an email address for emailing and cell number for sms.
Print Tab has two buttons
Print button allows a user to print all the creditor’s listed in the system sorted alphabetically
Export button - to exports creditors list to excel spread sheet.
Import Tab has one buttons
Import Contacts button –Import from the excel sheet to the system
# Inventory Setup Help
This menu is used to create new and amend existing inventory items.
We cater for three types of Inventory in the inventory setup:
.png)
Stock Item: This would be physical stock such as a ruler. This is typically your Inventory items
Service: This is not a physical stock item e.g. labour. This in not typically included in the stock ledger account.
Custom: This is similar to a service item, an example would be Sub Contractors.
Basic Search Tab: allows the user to search by entering information on the following fields, if nothing is entered when searching; the system will pull out all inventory items
Item Code: search stock item by entering the code
Item Description: search for a stock item by entering the item description
Supplier Item Code: search stock item by entering the supplier item code or the name of the supplier
Branch: to select the branch and other fields from the drop down arrows
Active: it the box is ticked, then the system will search for only active inventory items
Custom Search Tab: allows the user to search items by selecting the category from the drop down arrow
Grid Edit Tab: allows the user to edit the selected item without amending
Main Tab: shows a list of inventory items
Cost Price Tab: shows a cost price of a selected item
Supplier Cost Price Tab: shows a supplier cost price of a selected item
Stock Available Tab: allows the user to view stock details from different warehouses
Serial Number Tab: shows serial numbers for the selected item
Standard Tab
Add button: to create an inventory item
Edit button; to view or make changes on an existing item
Delete button: to delete a selected inventory item.
Clone button: clone the selected Inventory Item.
Update Mark-up button: Updates the mark-up of the selected Inventory Item.
Bin Location Import button: to import bin location
Print Tab
Print button: prints the selected Inventory Item.
Basic Export button: Exports the currently selected Inventory Item into an Excel file.
Master Export button: to export complete list of inventory items to excel spread sheet. Please not that this does not use the search criteria.
# Units Of Measure Setup
**Trackit> Configuration>Unit of Measure**
.png)
Unit of measure is used as a standard for measurement of the physical quantity
Standard Tab has four buttons:
Add button: to add unit of measure
Edit button: to view or make changes on the existing unit of measure
Delete button: the delete button allows you to remove the currently selected Unit of Measure.
Print Grid button: to print inventory unit of measures’ list