BDM Activity

Debtors Module> Activity> Customer Dashboard Customer dashboard is like your personal control ce...

Print / Import function This function allows you to print existing debtor/customer journal tra...

Video Training Manual 2016 - Click Here This is where we capture debtors/customer's journal entr...

Debtors/ Customer Module> Activity> Debtors/ Customer Transactions  Things to note about the Jou...

This journal is typically used in foreign currency transactions when there is a difference betwee...

Debtors Module> Analysis> Debtor Analysis Move a payment to another customer when payment was in...

Video Training Manual 2016 - Click Here This allows a user to prepare a debtor’s financial recor...

Adding a Cash Book Go to Debtors Module> Activity> Debtor Cash Book Click Add to create a new d...

Video training manual 2016 - Click Here Debtors Module> Activity> Quotation Basic Search On...

Detail Tab Debtors Module> Activity> Quotation The quotes screen will open To search for exist...

Functions Drop Down Create Stock Request Change Warehouse Manage Standard No...

Debtors> Activity> Quotation> Approval Options Internal Approval This is when all invol...

I would like to put an alert on the emailing of documents where the flag to email an attachment i...

Build Kit Update Quantity tick box There is an alert for the user who wants to remove the tick b...

Create a quote to be a Proforma Invoice When printing the quote, there is an option to make the ...

Debtors Module> Activity> Sales Order Video training manual 2016 - Click Here Sales Order p...

Detail Tab Debtors Module> Activity> Sales Order The Sales Orders screen will open To search f...

Adding a new Sales order Click on Add button to add a new sales order Sales order window S...

Sales Order Process Date Setup Video training manual 2019 - Click Here Set up the sales order p...

This function disables stock WIP movements and reserve stock. New tick box on Sales order W...

When picking large orders leaving from CSN, serials can be picked using this import. An example ...

Multiple functions for Sales Order Confirm Picking started When picking is started on a sales o...

Confirming your quantity on the sales order can be done in multiple ways. Receive quantity sin...

Go to Debtors Module> Activity> Sales Orders  Search the required Sales order You need to chang...

When confirming a Sales Order and printing a picking slip. Logs will be created to on picking sl...

Using a ScanSKU scanner Watch video manual on how to scan from ScanSKU device   Picking via a ...

Confirmation search screen is where confirming of picking of stock is done.  Generally in the war...

Sales order confirmation the following function was recently added Close button function ...

The sales order log tracks and manages sales orders under the sales order quantity confirmation s...

This function allows one to close the sales order OR close sales order and create a new sales ord...

To search for invoices go to: Debtors Module> Activity Invoice The screen recalls invoices base...

Video training manual 2016 - Click Here Detail Tab Debtors Module> Activity>Invoice The Invoic...

Video training manual 2016 - Click Here Debtors Module> Activity>Invoice Detail Tab Click Add ...

The proforma invoice is used when you want to generate an invoice without affecting stock Debtor...

System allows one to change the Sales Rep on processed invoices and completed quotes. To make th...

Shipping Tab - Courier API The shipping tab works with a Courier company API. This API once set...

We have added an option to exclude invoices from bulk mail Add an option on invoices to exclude ...

Dispatch Stock works with Part Proforma invoices Video intro on Dispatch stock 2023/10 - Dispatc...

Debtors Module>Activity>Collect / Deliver

The correct process to reverse a posted invoice affecting stock is by raising and processing a cr...

To create a new credit note or search for an existing one go to Debtors Module> Activity> Credit...

When importing an invoice to a credit note and the invoice been imported has a credit note alloca...

The simplest way of creating a credit note by simply “Import from invoice” You can however use t...

Return Authorization Document for Credit Note Often called: RMA (Return Merchandise Authoriza...

Allocations tie the payments to an invoice or invoices. Go to Debtors Module > Activity > Alloca...

This button allows one to fix any odd allocations on this line 1 Partial allocation that ...

Used to correct decimal places after two decimals.  (no longer used since 2018) Note: System cat...

Debtors Module> Activity>Template List A List of templates can be created in the system for Use ...

Search all interest batches Interest will only run on debtors that have been flagged with an int...

This utility will calculate and create a Debtor Journal for each debtor that is Checked to have i...

Setup interest to be run in Debtors setup Debtors Module> Configuration> Debtors Setup Select t...

Debtors Module> Activity> Collection   Printing Options