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Add Alerts

BCR Activity Alert Search Menu

Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock ite...

Updated 2 months ago by Paige

Pre-Inspection Check List Search

BCR Activity Pre-Inspection Check List Menu

Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity>...

Updated 2 months ago by Paige

Memo Search

BCR Activity Memo Search Menu

Memo is used to keep track of communication CRM Module> Activity> Memo Search Document ...

Updated 2 months ago by Paige

Email Template Letter Place Holders

ACR Configuration Email Template Letters

Place holders used in Email Template    Customer Bulk emails  ...

Updated 2 months ago by Malcolm

Inventory Item Price Report

DIM - Reports Report List Inventory

Inventory item price report combines one item to another. Primary item and secondary item, the s...

Updated 2 months ago by Malcolm

Job Item Tracking Searching

BPROT - Activity Job Item Tracking

Search all Job items Production Tracking > Activity > PT Job Item Search Click "Search" ...

Updated 2 months ago by Pamela

Job Items Action Logs

CPROT - Analysis

Log Items action logs history search Production Tracking > Analysis > Job Item Action Analysis ...

Updated 2 months ago by Pamela

Job Item Search

BPROT - Activity Webatar Production Tracking

Searching Job items Details Asset details continued Notes

Updated 2 months ago by Pamela

Role Permissions on User

BPROT - Activity Webatar Production Tracking

Setup Role permissions for Production Tracking Role permissions are managed per user. System Co...

Updated 2 months ago by Pamela

Job Item Details

BPROT - Activity Job Item Tracking

Job Item Details displays items that have been set up for tracking. Production Tracking > Activi...

Updated 2 months ago by Pamela

Reference Values

APROT - Configuration

Reference Values and Production Tracking System Configuration> Administration> Reference Values ...

Updated 2 months ago by Pamela

Production Tracking

APROT - Configuration

Production Tracking monitors items as they move through the manufacturing process, providing visi...

Updated 2 months ago by Pamela

Retailer Quotes

ENGYB - Activity RFP - Request For Proposal

Adding retailer quotes into the RFP Go to the retailer quotes tab to enter all your retailer quo...

Updated 2 months ago by Paige

Individual Connection Point ICP

ENGYB - Activity RFP - Request For Proposal

ICP Data Go to the ICP Data tab Click on Add to add in ICP. Enter the ICP number and save ...

Updated 2 months ago by Paige

Add Request For Proposal RFP

ENGYB - Activity RFP - Request For Proposal

Fill in the information of the client wanting an RFP Save the RFP ICP Data Go to the ICP...

Updated 2 months ago by Paige

Energy Parameters Inflation

ENGYA - Configuration Energy Parameters

Setting up the default inflation value percentage. Inflation will be updated per RFP Inflat...

Updated 2 months ago by Paige

Energy Parameters Season Peak

ENGYA - Configuration Energy Parameters

Defines the eight season peaks start and end times Season Types Summer Night Summer Morning ...

Updated 2 months ago by Paige

Energy Parameters Season

ENGYA - Configuration Energy Parameters

Define the months to seasons and the Day and Night times Includes the Weekday Times, Weekend Ti...

Updated 2 months ago by Paige

Energy Parameters Time Defined

ENGYA - Configuration Energy Parameters

Define the half an hour interval based on whether they are 48 parts or 144 parts Add / Edi...

Updated 2 months ago by Paige

Energy Parameters Time Period

ENGYA - Configuration Energy Parameters

Define the time period for a workday as to whether this is business or non-business day. Define ...

Updated 2 months ago by Paige