# General
General
# Barcodes
# Barcodes
In this section we cover printing and scanning of barcodes
1.Printing barcodes direct from system
2.Scanning using ScanSKU device
Printing barcodes setup
Look under Trouble shooting [Barcode print setup](https://hugeerp0.co.za/csp/webhelp/topics/idh-topic10570.htm)
Scanning using ScanSKU
View various video files for setups
# Barcode Labels
The system allows for printing barcodes directly
The areas these are possible are
1.Inventory setup barcode single print
2.Inventory setup search screen, multiple barcode and single barcode print
3.Purchase Order edit screen
4.Receive stock edit screen
Multiple print barcodes are limit to the number of items shown on the grid.
If you are viewing 100 records, print will only work on the 100 records displayed
Single item print
.png)
Purchase Order
.png)
Receive Stock
.png)
# Barcode Labels Integration
The system now allows you to print barcodes.
You will see the barcode icon across the system.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/IYuimage.png)
For example, on the inventory module, when you click on the print button a prompt will appear, allowing you to specify the number of copies you wish to generate.
When you click OK a physical printing of a barcode label, displays the layout containing information specific to the selected item.
For this feature to work you need to set up a barcode template in the system configurations
The places that we currently integrate with are:
- Inventory set up
- Assets scanning
- Barcode printing Scan
- Debtor documents
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/MlAimage.png)
# Barcode scanners Integration
The Barcode Scanning feature allows you to scan items in various sections of the system and you can also receive scans.
You can scan items into the system and the system will automatically add them for you.
The barcode scan helps to eliminate capturing errors and increases productivity.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/SVwimage.png)
# ScanSKU Device Barcode
# ScanSKU Device
The device is an external purchase to use with the software
The device is uses three basic apps
1. Stock Take count used for Purchase Orders, Sales orders, stock count and stock take
2. ScanSKU lookup
3. Picking slip for Sales order
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/r-series.png)
---
#### Setup device
There are two basic setups required
1. Keyboard Mode
2. Enter key
Under apps, go to Scan app
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/Khgimage.png)
Click on Settings and find the two settings
Output Mode - must be Keyboard
Terminator - must be Enter Key
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/YXjimage.png)
# ScanSKU General Setup
Video training manual 2021 - [Click Here](https://vimeo.com/655200842)
This section gives informaiton on the ScanSKU device and basic setup
.png)
# ScanSKU Scan Setting
Video training manual 2021 - [Click Here](https://vimeo.com/655200953)
Setting up the scan setting to allow for enter after scan
.png)
# ScanSKU Lookup
Video training manual 2021 - [Click Here](https://vimeo.com/655200899)
This allows one to view data on the device of products
.png)
# ScanSKU Stock Take
Video training manual 2021 - [Click Here](https://vimeo.com/655201044)
This shows one how to use the ScanSKU stock take function for scanning of stock for
1.Stock take
2.Stock counts
3.Purchase Order receiving goods
4.Sales orders
.png)
When first going into the stock take
Click on Lock Location tick on, so that you don't have to continue to enter the Scan Location
Enter MAST for Master warehouse or the warehouse code that is going to be scanned.
.png)
Click on the Barcode text field
1. Click on the SCAN on the device to scan barcode
Barcode will then populate
2. Enter quantity for count
If number does not come up, click on Input Quantity field
3. Click on the tick to accept
4. Click on the Add SKU to accept count
.png)
1. Clicking on the Add SKU to Accept
2. The screen will go green once it is accepted
3. It will now show below on list
4. Then you are ready to scan next item
.png)
Click on View Data button to view all SKUs scanned
Rotate device for a landscape view as it is much easier to see the products.
Click on the return to stock take button, to continue stock take.
.png)
Once you are done with the stock take, you will need to email the file
Click on Save and Email data
.png)
Name the file to be emailed
.png)
Email file to your email address
1. Enter your email address
2. Put in a subject line
3. Send file
.png)
After file is emailed, clear the data for a new bulk scan or for next stock take
After you have cleared the data, close the window and reopen
.png)
After you have cleared your data, log back into stock take
.png)
# ScanSKU Picking
Video training manual 2021 - [Click Here](https://vimeo.com/655201004)
This section shows you how to scan for stock on an existing sales order
.png)
# Upgrade instructions for ScanSKU G-Series barcode scanners
##### Click on the below link and follow the instruction to update the firmware for the Scansku G-Series Scanner
[G-Series - ScanSKU Flash Tool.zip](https://riskitsys-my.sharepoint.com/:u:/g/personal/travis_barcodeproducts_co_nz/ER3l0lz3B8dCpFzWY5fLK6UBl_JfiWfOSJ6tgF0lTkOCzA "G-Series - ScanSKU Flash Tool.zip")
1. Download and extract all or unzip the software from the shared link. Move folder “ScanSKU Flash Tool” to the root folder directory C:
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/image.png)
2\. Go to the “Tool” directory, click on the “Flash\_tool.exe”. If the file is hidden, use the search tool.
3\. The first time the Flash Tool opens, the “Scatter-loading File” is blank. Select Choose, search in the “OS” directory and select the “MT6765\_Android\_scatter.txt” file.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/Xlrimage.png)
4\. The window below will appear with all the files selected.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/7fHimage.png)
5\. Click the “Download” arrow.
6\. The window will grey out, and the app is ready to download the software
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/dy4image.png)
7\. Power off the scanner.
8\. Press and hold the "Volume Up" & "Left Scan" buttons simultaneously.
9\. Plug in the USB cable that is connected to the workstation running the Upgrade App.
10\. Keep holding buttons for 2-3 sec.
11.Upgrade activity should be seen below the green and white area.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/qyximage.png)
12\. Wait until it is finished downloading.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-10/dN7image.png)
13.Click the white X in the red box to close Download Ok.
14.Unplug the USB cable.
15\. Power on the scanner to boot.
16\. Set up the scanner from scratch.
**To upgrade another scanner, go to step 5**
# Scansku Hard Reset Devices
##### Hard Reset Scansku C61
Please follow below steps to factory reset your device:
1. turn off your device
2. press power button and Volume- together, then release power button first, the release volume key, you will see a menu.
3\. Using volume keys to select "recovery mode", use the power key to confirm.
4. You will see an Android robot, then holding the power key , then press and release volume+, you will see a menu.
5.find "factory reset" option, then use the power key to confirm.
---
##### Hard Reset Scansku R Series
1. Turn the device off. If it won’t turn off, remove the battery from the back and re-insert it.
2. Hold down the power button (lower button on right side) and volume up button (middle button on left side) at the same time. Keep holding till it enters a black ‘boot’ screen with words such as ‘recovery'. You might have to try a couple of times as you have to get the timing of holding the buttons right. You can remove the battery before each time to turn off and try again.
When you get to that screen.
1. Use the volume up button to cycle through the 3 options to get to ‘recovery mode’. Use the volume down button to select it.
2. An Android image will appear with "No Command". Hold down the power button and volume up button at the same time then let go of both at the same time
3. It should now go to another screen with a list of options. Select ‘wipe data/factory reset’. Do this by using the volume down button to scroll down and power button to select
4. Next screen, cycle down to ‘Yes’ line and follow instructions to reset it.
---
##### Hard Reset Scansku G- Series
1\. Shut down the scanner
2\. Press the power button+left scan button to enter Boot Mode
3\. Press the left scan button to switch the Recovery Mode option, and then press the right scan button to confirm. Enter Android Recovery mode.
4\. Press the left or right scan key to switch to the Wipe data/factory reset menu. Press the power button to confirm.
5\. Continue pressing the left scan button to select "Yes", and press the power button to confirm.
---
##### Hard Reset Scansku C66 Series
---
##### Hard Reset Scansku V Series
1. Shut down the scanner
2. Press the left scan button and power button to enter Boot Mode
3. Press the left scan button and scroll to the Recovery Mode option, and then press the right scan button to confirm.
4. Select Enter Wipe data/factory reset menu. Press the power button to confirm.
---
# Document Functions
This section gives useful information on various areas in the system
# Searching Inactive Records
There is a way to search for customers, suppliers, inventory and GL accounts marked inactive in the various analysis screens.
So on the following analysis sections, add in a tick box that when ticked only searches for those items that are marked inactive
This is relevant for
1. Debtors / Customer analysis
2. Creditors / Supplier analysis
3. Inventory analysis
4. GL account analysis
e.g To get to the analysis, go to any module mentioned above> Click analysis then click the document analysis (Debtor Analysis)
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/e78image.png)
Click on the tick box shown above
When selecting a debtor/customer, creditor/supplier, or any of the mentioned documents, the drop-down menu will only show inactive customers, suppliers, inventory item codes, or GL analysis
# Document Management Spec
The purpose of Document Management is to help customers add attachments to the system that are not linked to any transaction documents.
Some examples are as follows
- VAT / GST returns with all of its attachments
- Supplier monthly statements
- Customer contracts
- Customer payment advises
- Company document legal information which I would put under system configuration
- The general company contracts like insurance I would put under the General Ledger
This will be available on all modules under the analysis section.
The document number that is produced will be the line ID in the table with a prefix of DOC
When you go into the specific module the search criteria for a module will automatically populate.
This will be greyed out by default and to enable it you need to go to with additional security on the top right-hand corner.
Again this is similar to how the report list works when you go into the modulator defaults to the module.
The drop-down will have additional security based on whether the user has access to that module.
It doesn't matter what type of security a user has as long as they have security to that module
The delete function doesn't delete the item but just flags it as deleted and then the search will not search for deleted items
If somebody deletes the document, we need to record this under the user management section.
You can find the document management menu under the following modules:
- System configuration
- General Ledger6
- Debtors/ Customer
- Creditors/ Supplier
- Inventory
- ob costing
- CRM
- TrackIT
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/CzAimage.png)
---
#### Add
To add a new document to the system, click add
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/HNjimage.png)
| **Doc No** | The document number is system-generated |
| **Description** | Enter a description for the document you wish to manage |
| **Reference** | Enter reference |
| **Year** | Select the year |
| **Month** | Select the month for the document |
| **Module** | Select the module you want to save the document under on the drop-down selection |
The user that created this and the date and the time that it was created are recorded.
The last updated by with date and time which effectively records who made changes on this when they click on save or save and close
# Line Item Note - Hover over
Line item note on the document grid with hover over allows users to see additional information about a specific line item without having to click on it
The feature is implemented under debtors/ customers and creditors/ suppliers transaction documents
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/9Fvimage.png)
# Substitute Item on Sales Documents
You can substitute an item on sales documents
You first need to set it up [here](https://hugeerp10.co.za/hsofmanual/books/aim-configuration/page/advanced-stock-item-add#bkmrk-%C2%A0-24 "Substitude item")
Once it has been set up
Add the sales document as per normal, then a pop-up will appear confirming that the item has a replacement and asking if you want to change the item to a replacement.
You need to click Yes to change to a replacement or No to leave it as it is
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/jb9image.png)
Once complete click save and new to add a new item line or click save and close.
Should you have saved the item as it is and later on realize that you don't have enough of the initial item and want to change to a replacement item click on the change icon below:
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/Mcfimage.png)
The screen below will appear and you can select the replacement product
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/Dwvimage.png)
Click select then it will take you back to the item line screen.
You can add notes, change warehouse if required and update quantity as per normal
Then click save and new to add another item line or save and close when completed
Then action the sales document
# Linked Documents on Transactions Document
You can manually link other documents to an existing document or the system will automatically link certain documents
Go into any transaction document
Double-click on the one you wish to link a document to, the go-to Docs and link a document
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/0Fwimage.png)
# Getting Started
# Find Your Way Around
### Main Modules
The main system screen consists of 8 modules. In the security setup you can limit users from gaining access to the each module.
We have also added quick access to your CRM functions such as time logs and support logs ,sales leads and reminders.
.png)
#### Modules:
1. General Ledger
2. Debtors / Receivables / Customers
3. Creditors / Payables / Suppliers
4. Inventory / Stock / Service
5. Job Costing
6. Webatar
7. Trackit
8. System Configuration
### Menu Groups
Once you click onto one of the icons for example General Ledger, the following screen will appear. In this area you will see Menu Groups which are divided into the following
Configuration – This is where you setup and maintain your data relevant to the module you have accessed.
Activity – This is where all the actions happen in the module, for example in the General Ledger this is where the Cashbook and Journals are done.
Analysis – This is where you can view your data on screen as to what has happened when you posted your information.
Reports – This is where you will pull and print the reports relevant to the module.
.png)
### Menu Items
When you click on one of the Menu Groups, it will open up more Menu Items which are applicable for the menu Group and Module.
.png)
### Menu Items Opened
Once you have clicked on the desired menu Item it will open the relevant activity.
You will notice that the page is divided in three sections.
1.Header Functions
2.Header
3.Detail
Header Functions
Allows user to Post, print and insert documents.
Header
In this area you will be able to stipulate your search criteria to bring back the relevant data in the Detail Section.
Detail
In the area information will appear based on your search
.png)
### Information on Module
In the top area of page, this area will give you which module you are accessing and the build number of the package.
In the lower area of the page, this area will give you the following information:
User – Who is logged in
Role – What security access does the user have for this module
Company – What company set of books are you accessing.
Branch – What Branch are you accessing from.
# First Time Login
Video training manual 2016 - [Click Here](https://vimeo.com/357006162)
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-08/ejKimage.png)
# Grid Columns
Resizing or finding hidden columns
1. Reset your grid view
2. Or check for the hidden column
.png)
Check for hidden column
Go to one of the column headers and where the arrow appears, click on the drop down, then down to columns.
This will show you the active and hidden columns, check that the credit column is ticked
.png)
Reset your grid, go to the top right hand corner of your window.
Click on the two arrows which will reset your grid back to default.
Reopen the module to view the columns
.png)
# Keyboard shortcut keys
Video training manual 2019 - [Click Here](https://vimeo.com/375566064)
The system caters for shortcut keys so as to reduce the use of the mouse
See below shortcut keys
Not all windows are configured for keyboard keys
#### Basic keys
| **Move between fields** | Tab | Buttons and fields |
| **Backwards move** | Shift + Tab | Buttons and fields |
| **Add** | Insert | Add |
| **Delete line record** | Delete | Delete record |
| **Help** | Alt + H | Help manual |
| **Select record**
| Enter | Select record in dropdown
Select button
Run search in search window
|
| **Move in dropdown**
| Up and down arrow keys | Move in dropdown
|
#### Function keys
| **Search**
| Alt + S
| Search
|
| **Find**
| Crtl + F
| Find
|
| **Add**
| Alt + A
| Add
|
| **Quick Add**
| Alt + Q
| Quick Add
|
| **Edit**
| Alt + E
| Edit
|
| **Delete**
| Alt + X
| Delete Button
|
| **Save**
| Alt + S
| Save
|
| **Close**
| Alt + C
| Close
|
| **Save and Close**
| Alt + V
Alt + Y
| Yes
|
| **Save and New**
| Alt + N
| New
|
| **Print**
| Alt + P
| Print
|
| **Tabs - Tab 1 Main**
| Alt + 1
| Selects 1st Tab
|
| **Tabs - Tab 2**
| Alt + 2
| Selects 2nd Tab
|
| **Tabs - Tab 3**
| Alt + 3
| Selects 3rd Tab
|
| **Tabs - Tab 4**
| Alt + 4
| 4th Tab
|
| **Tabs - Tab 5**
| Alt + 5
| 5th Tab
|
| **Tabs - Tab 6**
| Alt + 6
| 6th Tab
|
| **Tabs - Tab 7**
| Alt + 7
| 7th Tab
|
| **Tabs - Tab 8**
| Alt + 8
| 8th Tab
|
| **Memo**
| Alt + M
| Memo
|
| **Attachment**
| Alt + T
Alt + D
| Document
|
| **Reminder**
| Alt + R
| Reminder
|
| **Alert**
| Alt + W
| Alert
|
| **Process**
| Alt + O
Alt + G
| Go
|
| **Barcode Print**
| Alt + B
| Barcode Print
|
| **First button row**
| Alt + 0
| Focus on Attachment or first button on top row
|
| **Function button row**
| Alt + 9
| Focus on Add
|
| **First grid line focus**
| Alt + I
| Highlights First Line on the Grid
|
| **Close Button Focus**
| Alt + T
| Focus on Close Button
|
| **Authorise Sales Order**
| Alt + Z
| Authorise document
|
| **Print** | Alt + P | Print |
| **Email** | Alt + E | Email |
| **Email Self** | Alt + S | Email Self |
| **Close** | Alt + C | Close window |
| **Delivery Note** | Alt + D | Print delivery note |
| **Email Supplier** | Alt + R | Email supplier |
| **Picking Slip** | Alt + H | Print Picking Slip |
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/5i4image.png)
# Froala HTML Editor Info
This function allows users to enter information into a word type environment.
Text can be changed, images inserted and many other functions.
These are available in the following sections
1. Support log ticket
2. Quote
3. Manage Job
4. Policy doc
5. Time Log
6. Sales lead
7. Pre-inspection checklist
8. Book-In
.png)
# Desktop Shortcut Creation
Video training manual - [Click Here](https://vimeo.com/356999073)
Shows how to create a shortcut on the desktop
Replace the http://localhost with the online company access. This will look something like this https://webaccounting1.co.za
The fulll path can be https://webaccounting1.co.za/csp/ca1000506/wab/acck/startup.csp
# Form Colours
Each window will have a certain colour scheme .
For customer documents we will have three colours,
1.Light Yellow ( #ffe6b3 ) for quantity (Bold and centre)
2.Light green ( #90EE90 ) for selling price
3.Rosy Brown ( #FFC1C1 ) for cost price
In most cases numbers are always right aligned, however in some of the forms the amounts will be centre aligned for easy reading and editing
.png)
# Date Buttons
#### Date Search Quick Buttons
In most of the Date from searches, there will be three buttons next to the date
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/6Hiimage.png)
# Email Confirmation and Errors
The system sends out emails to an email server which can either be a SMTP server, Exchange Server or Gmail email server.
When you send the email it routes it to one of these Mail servers and once the Mail server accepts it we log an entry that it was successfully sent and received by the Mail server .
From there the Mail server sends it out to the particular person, however we do not know whether or not it was successfully received to that particular person .
The best way to check whether an email has gone out to that person is to copy yourself in on the Mail that has been sent. You set this up once and it will remember that setting for you .
When emailing your document, click on Users and move your name over to the right box.
.png)
To check the status of the emails sent, click on your username on the top right hand corner of the module and select printing status.
.png)
When you are in this menu, the search will be specific to you, click on search button to see all the emails sent out .
Should there be an error on the sending out of the email, highlight that error and click on view to see the details .
Then we can troubleshoot where the problem could be as to why the email did not get sent out.
.png)
Error message
.png)
# Landing Page Dashboards
# Landing Page Dashboards
This is a small dashboards that showers the modules that a you have access too
If you do not have access to a module it will not appear on this list
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Zvsimage.png)
Modules Defined:
| **Favourites** | This module takes you to your customised access |
| **General Ledger** | The General Ledger module is vital for financial management, providing accurate data for decision-making, compliance and reporting.
The General Ledger module is a core part of your organization's financial system, supporting various accounting functions
|
| **Debtors/ Customers** | Debtors / Customer module handles customer transactions, invoicing, and accounts receivable
The debtors/ Customer module is crucial for tracking sales, issuing invoices, recording payments and managing customer accounts efficiently
|
| **Creditors/ Suppliers** | The creditor/ Suppliers module handles invoices and oversees accounts payable
The creditors/ Suppliers modoule tracks purchases, processes invoices, records payments, ensuring accurate supplier records, timely payments and effective financial management
|
| **Inventory**
| The inventory module manages the handling of goods from acquisition to distribution
The Inventory module ensures real-time tracking, order fulfillment, and supplier management, enhancing efficiency and minimizing errors for businesses
|
| **Job Costing** | A Job Costing module is a feature in accounting and project management software that helps businesses track costs for specific projects or jobs
It's beneficial in project-based industries like construction and consulting, allowing accurate monitoring of expenses and better financial control
|
| **CRM** | The Customer Relationship Module is crucial for managing customer interactions, tracking time and resolving support log tickets |
| **Asset Tracker** | Asset Tracker module is used for managing equipment, vehicles, inventory, or valuable items, providing real-time location and status updates
Asset Tracker technology enhances efficiency, reduces operational costs and improves overall asset management.
|
| **Lab** |
|
| **System Configuration** | System configurations involves setting up various parameters and settings to tailor your software to the specific needs and processes of your organisation. |
# Module Colours Defined
**System Configuration Module**
SCM - S (Grey)
.png)
** General Ledger**
GL - G (Orange)
.png)
**Debtors / Customer /Receivable Module**
DM - D (Blue)
.png)
**Creditors / Suppliers / Payables Module**
CM - C (Red)
.png)
** Inventory / Stock / Service Module**
IM - I (Green)
.png)
** Job Costing Module**
JCM - J (Purple)
.png)
** TrackIT / Cardex Module**
TM - T (Brown) TrackIT
.png)
** CRM (Customer Relationship Management) Module**
W - W (Gold) Webatar
.png)
# Reminders
reminder detail that helps the user to interact with debtors and has four buttons
# Creating Reminders
#### Reminders
Reminders are essential to ensure no critical tasks or important dates are overlooked. Whether it's managing deadlines, tracking project milestones or staying on top of compliance requirements, reminders simplify the process and help you maintain better control over your business operations.
You can find reminders on your landing page or click on any module on the landing page and the reminders will appear on the top bar.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/Rflimage.png)
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/TjFimage.png)
#### Adding a Reminder
**Reminders > Add > Add Reminder**
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/cLzimage.png)
| **Reminder Number** | The reminder number is generic |
| **Customer** | Select a debtor/ customer |
| **Date Created** | Date created is the date you created the reminder on |
| **Reminder Type** | Is generic |
| **Reminder To** | The person to whom the reminder is directed to
|
| **Restrict View** | Restrict the people who will have access to view the reminder by ticking the boxReminder to |
| **Reminder From** | The person sending the reminder |
| **Interaction Type** | Select the correct interaction type for your reminder on the dropdown |
| **Job Number: Link** | Link a job number if you use job costing |
| **Reference** | Short descripting of the reminder |
| **Description** | Full description of the reminder |
| **Complete** | Only put a tick on complete once the reminder is no longer valid |
| **Supplier** |
|
| **Reminder Date** | This is the date the reminder will be sent out |
| **Add Recipient** | Add the recipient of the reminder |
| **Message Choice** | Choose how you want the reminder to be sent to a recipient
If you are sending a reminder to yourself or someone in your organisation leave message choice as normal
If you are sending to an external cellphone number or email address then select the correct choice
|
| **Contact Person** | Select a contact person on the dropdown if this is an external reminder |
| **Cell Number** | Add cellphone number you want the reminder to be sent to |
| **Email** | Add the email address you want the reminder to be sent to |
Reminder Navigation Buttons
| **Recurring Reminders** | You can click recuring reminders to setup recurring reminders |
| **Job Link** | Click a Job Link to a Job Number you selected |
| **Print Reminder** | Click print reminder to print a reminder or to email a copy |
---
#### Recurring Reminders
Recurring Reminders serve as notifications that inform you about upcoming, regular activities that need to be performed within the Huge ERP system.
Recurring reminders serve as a digital assistant, helping you keep track of critical, ongoing tasks such as inventory replenishment, expiring quotes, sales leads follow-ups financial reporting and maintenance schedules.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/wCeimage.png)
| **Reminder Date** | Reminder Date will populate from the reminder detail screen |
| **Frequency Selection** | Select the frequency of the reminder |
| **Select Period** | Select the duration of the recurring reminders |
| **Number of Reminders** | Select the number of days that you wish to have the reminder repeated and the number of occurrences that the reminder must be repeated |
# Security
# View Security Button
This only applies to users who have access to view the security button
The security button is found under each menu, on the top right
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/2SQimage.png)
First one needs to give administrator access to this button from the module access screen
**Go to System Configuration Module> General User Setup**
If the user already exists, search for the user you would love to give access to then double-click or click edit
The screen below will be displayed
Click on the Access Module Tab
Then put a tick on View Security
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/zAcimage.png)
Once the security has been set the user will need to logout then login so the change can apply
When logging back in the user will see the security icon at the top right corner of almost each screen
Here is an example of how it works on the invoice screen
Go to **Debtors Module> Activity> Invoices**
Then click on the security icon in the top right corner and the screen below will appear
You can edit a new role or add a new one
You can also see other security roles on the drop down menu selection and from menu
You can select anyone you want to create or edit a role for
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/fQmimage.png)
Once complete and the permission is saved
If editing an existing role the permission will apply
If its a new role then you need to apply the role on the user setup screen
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/fnyimage.png)
# Adding Build Kit To Documents
To add the build to documents involves the same process as adding items or template task
The advantage of using Build kits as opposed to using template tasks is that the quantity of the build can be amended
e.g Go to **Debtors Module> Activity> Quotation**
Create a new quote as normal. For more info on how to create a quotation click [here](https://hugeerp10.co.za/hsofmanual/books/bdm-activity/page/basic-add-quotation "Add Quote")
You will note there are 2 options returned:
1. The stock item – which is the resultant BOM item
2. And the Custom Item which is the build Kit item
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/3RTimage.png)
Since we intend to manufacture the item, we will use the Build item as this will return the default components required as per the BOM recipe.
We can then choose to edit, add or remove items
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/RFgimage.png)
Once you have selected the build item, you will notice the Build Kit tab becomes active. This is because we have set this item as a Build Kit in the item setup.
Click the Build Kit Tab
The grid will be blank initially.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/dW7image.png)
To populate the component items, click the Build update items button
The items will then be displayed on the grid
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/rDqimage.png)
If you need to build more than 1 of these items, then you will need to change the quantity on this screen. This will automatically update the quantity on the detail tab screen. ( where you usually edit quantities)
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/XK1image.png)
Do not change the quantity on the normal item line under the details tab as one would typically do with standard items, because that will not update the required quantity of the build and subsequently not update the respective quantities of the components required.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/lfvimage.png)
Once you have entered the required quantity of the item on the Build Kit tab, click the **Build update Qty** button
This will update the quantities of the component items required to manufacture the quantity specified of the resultant item (Build)
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/EB8image.png)
You will also note the selling and cost prices are updated accordingly
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/NIdimage.png)
Click Save and Close
This will return you to the main screen, where you can see the costs, markups, etc. as normal.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/sLyimage.png)
---
#### Printing the Quote
There are 2 options to print the quote
Option 1
- Displaying only a single line item for the build
- This option is used in instances where the client does not need to see the individual component
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/Y9fimage.png)
Option
Displaying all or part of the component items as well on the quote
This option displays the build item with full prices but also shows the component items used in the build
To print the quote using this option, you will need to indicate the items you wish to display on the quote.
To do this, edit the item line.
Click the Build Kit tab
Tick the box next to the items you wish to display on the quote
Save and close
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/m6Iimage.png)
When you print the quote, notice all the components selected will be displayed and the values of the individual components will be zero
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/KHyimage.png)
You can now send the quote off to the client and upon approval, promote the quote to sales order or invoice or Job as normal.
# Calculator
At the top of your screen of any module, you will have direct access to the Microsoft office calculator.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/zknimage.png)
Since Huge ERP is a browser-based software, it doesn't have permission to directly call functions within Windows, as this would violate Microsoft's security protocols. Thus, when you attempt to use the calculator, a pop-up will appear. To proceed, check the “Always allow” box and click “Open.” If you clear your cache, you may need to repeat this process each time you access the calculator.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/gRnimage.png)
Once you click Open, you will see the Windows calculator pop up in a new window.
[](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2025-01/hbRimage.png)