Webatar Setup

Setup of Webatar Mobile app

Video training manual 2023 - 01-Webatar_app_setup.mp4

(Old Video training manual 2019 - Click Here )

After you have installed the app from the Play store or App store.

Go into app to create a new Profile

Click on Add (+) to create a new profile

Enter the basic information for your company

Click on Tick to save changes

Profile Name	Your company name
Server Remote	The server where your data resides This information is given on an email to you
Server Local	The local area network if you have a local server setup Usually this is left blank
Use SSL	This must be on Yes
Database	The database number given to you for your company
User Name	Your user name to access the system This is case sensitive
Password	Your password to access the system This is case sensitive

Once all the basic information has been inputted, click on the tick to save all changes.

Set the profile to be the active profile by clicking on the orange button called Set as Active Profile

Force close the app, watch the videos on how to do this for IOS and Android

Find the icon for the app and click to open

Sync the app to the server to update

Original Content - Click Here

To allow Webatar business application to work, the user has to be activated on the main system

This setting is controlled in Huge ERP security in the user setup menu.

System Configuration Module > General > User Setup > Edit User > Module Access tab

Put the tick on for Mobile access - this will check if you have enough licenses

Mobile role - set the role for the user

Setup what access the user will have to various menu items

Role Name	Enter a role name
Group Menus	This is discontinued, user can group or ungroup on the app
Asset Tracker Group
Asset	Allows you to search for Assets and view information on the asset
Asset Actions	Create an action on multiple assets
Asset Scan Print	Create an action on an asset by scanning the barcode. The system will automatically print the label of information of that asset Used in a manufacturing process
Asset Audit	Action a standard audit or blind audit on location
Client Group
Client Info
Client Visit	Client visit allows you to capture the following for a client/ customer you are visiting:
New Client	Add a new customer on the mobile app

Setup additional security per menu item

Client Info	This will allow you to search for client information
Client Visit	Client visit allows you to capture the following for a client/ customer you are visiting:
Quote	Create new quotes for customer using the Webatar App
Purchase Order	Create a new Purchase order for a customer or job using the Webatar App
Statistics	This will allow you to search for information on sales
Stock Request	This will allow you to do a stock request from your warehouse.
Asset Tracker	Asset Track streamlines manufacturing by allowing users to search, action, audit, and scan assets, with automatic label printing to keep asset information accurate and up to date.
Asset Actions	Create an action on multiple assets
Asset Scan Print	Create an action on an asset by scanning the barcode. The system will automatically print the label of information of that asset Used in a manufacturing process
Asset Audit	Action a standard audit or blind audit on location
Quick Sales	Webatar Quick Sales app is used as a basic POS system.

Setup the warehouse access and the preferred users

Set the warehouse access for the user

View only selected warehouse tick box if you only want to view selected warehouses.

Unticked allows user to see all warehouses

Set the default user

This is used to send notifications to the user that a quote is ordered

Original Content - Click Here