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Job Schedule with inventory lines
Use job lines to create task schedule lines This is a different path to creating task schedule...
Audit Log
The audit log , logs any changes made to any of the task activities and records the following in...
Resource Schedule
Video training manual 2021 - Click Here Resources or staff members are allocated to a Task acti...
Resource add to Task activity
Video training manual 2021 - Click Here Resource is linked to a task activity. It is similar ...
C Quote Scope Creep
A Scope Creep quote can be created from a Job. This will increment the number of the quote on t...
JOB Costing Procedure
Job costing is divided into four main sections: 1. Quotes 2. Manage Job 3. Delivery Notes 4. ...
Job Costing Process Example
There are two ways to do this job costing. First way: This is where on quoting you would use a...
Job Costing Flow Diagram
Reassign Job and Editing of the Cost Price
Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. ...
File Upload & Import Process
Click the Select File button to open the file browser and locate the file you want to import. Cl...
Quote Statuses
Job Costing > Activity > Job New Quote Search Preparation This is the stage where a quote ...
Create Reminder
The “Create Reminder” button (highlighted with the bell icon in the top toolbar) is used to s...
Take On Values for Job
Taking on Values for a Job Create a Sub Quote Generate a sub-quote from the existing jo...
Document Management Search
System Configuration>Reports>Document Management Search Add Edit Dele...
Debtors Inventory Filter
Debtors >Reports >Report list This report shows all transactions by debtor, invoice and display...
Creditors Document History
Creditors >Analysis >Document History It’s a record list of creditors completed/processed doc...
Stock Order History Search
Creditors> Analysis> Stock Order History Search View Print Grid St...
Creditors Analysis
Creditors >Analysis > Creditors Analysis This form shows a financial record of a selected cre...
Change Item code on PO and GRV
This special function allows one to change an item code only without the selection changing all t...
Email to Huge ERP setup
When the email is sent to the default email address. It will create a Purchase Order or GRV base...