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Stock Return to Job

BIM - Activity Stock Requests - Store Menu

Use this option to return stock back onto the job. This will check the job and where possible it...

Updated 2 years ago by Paige

Job Return Stock Request

BIM - Activity Stock Requests Menu

Returning stock back onto a job If job line is not locked or invoiced, then we are doing a manag...

Updated 2 years ago by Paige

Stock Request Manual Process

BIM - Activity Stock Requests Menu

Capturing a Stock Request manually This option will typically be used when you wish to request s...

Updated 2 years ago by Paige

Stock request rules

BIM - Activity Stock Requests Menu

There are certain rules that apply on stock requests relating to Documents. In most cases this i...

Updated 2 years ago by Paige

Stock request document

BIM - Activity Stock Requests Menu

Stock request document types

Updated 2 years ago by Paige

Stock Request

BIM - Activity Stock Requests Menu

Stock request usually imply requesting stock items from your warehouse. Stock Request process ...

Updated 2 years ago by Paige

Barcode scanning using ScanSKU

BIM - Activity Stock Count Menu

Go to section ScanSKU for how to do Click here  

Updated 2 years ago by Paige

ScanSKU Count

BIM - Activity Stock Count Menu

Video training manual 2021 - Click Here This section of the system uses the ScanSKU device to sc...

Updated 2 years ago by Paige

Stock Count

BIM - Activity Stock Count Menu

It is a function available on our webatar app that allows the user to count inventory using their...

Updated 2 years ago by Paige

Restrict File

Attachments

Restrict file view for users When a user is set to active on Restrict user, they will not see th...

Updated 2 years ago by Malcolm

Module Access

LAB Information

The Laboratory Management Module, also known as the Lab Module. To access the Lab Module, Click ...

Updated 2 years ago by Malcolm

Show All memos

Memo Notes

When adding in a new memo, one can view all memos logged Click on the Show all tick box to view ...

Updated 2 years ago by Malcolm

View All Debtors Notes

Memo Notes

View all Notes across the system against one debtor Go to Debtors setup, edit the debtor Under ...

Updated 2 years ago by Malcolm

About Memo Notes

Memo Notes

Memo Notes is situated across the system. It is on grids and documents Grids The memo note has...

Updated 2 years ago by Malcolm

Google Geo Locate

API Connections Google Geo Locate

Setting up Google Maps for geolocate is used for the debtors and creditors addresses. This funct...

Updated 2 years ago by Paige

Weather Forecast

API Connections Weather Forecast

This API allows the system to fetch two weeks of weather information for specific region. It is ...

Updated 2 years ago by Paige

Typless Training Doc Setup

API Connections Typless

Setup a new training document   Select the Line item invoice option  Setup a new document type...

Updated 2 years ago by Paige

Typless PDF Reader

API Connections Typless

Typless is a third-party application which allows the user to import PDF documents from suppliers...

Updated 2 years ago by Paige

Rossum Document Import

API Connections Rossum

Rossum is a third-party application which allows the user to import PDF documents from suppliers ...

Updated 2 years ago by Paige

Email Confirmation

API Connections Shopify

Customer setup to Shopfiy After the customer has been created on Shopify, it will send an email ...

Updated 2 years ago by Paige