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Sales Rep Change on Processed document

BDM Activity Invoices Menu

System allows one to change the Sales Rep on processed invoices and completed quotes. To make th...

Updated 1 year ago by Pamela

Advanced Add Invoice

BDM Activity Invoices Menu

Video training manual 2016 - Click Here Debtors Module> Activity>Invoice Detail Tab Click Add ...

Updated 1 year ago by Pamela

Advanced Add Quote Process

BDM Activity Quotation Menu

Functions Drop Down Create Stock Request Change Warehouse Manage Standard No...

Updated 1 year ago by Pamela

Additional Debtors Properties Search

ADM Configuration Additional Debtors Properties Menu

This is where additional debtor’s properties are added or amended. If you wish to link debtors t...

Updated 1 year ago by Pamela

Debtors Setup Import

ADM Configuration Debtors Setup Menu

 To import multiple new debtors/customers accounts into the database, follow the below procedure:...

Updated 1 year ago by Pamela

Inventory / Stock Types

AIM - Configuration Inventory Setup Menu

When setting up an inventory item, one will need to specify the type of stock item you wish to cr...

Updated 1 year ago by Imraan

Inventory Setup Tips

AIM - Configuration Inventory Setup Menu

Items setup below sell of 10c Setting up items that are below 10c , it is suggest that these be ...

Updated 1 year ago by Pamela

Advanced Stock Item Add

AIM - Configuration Inventory Setup Menu

Adding an item To create a new inventory item, click on the Add button Fill in all the relevant...

Updated 1 year ago by Pamela

Group List

AIM - Configuration Inventory Setup Menu

Group lists are used with Custom and Service Type items. When an item is activated with Group li...

Updated 1 year ago by Pamela

Warehouse Locations Active

AIM - Configuration Inventory Setup Menu

Warehouse location is activated per warehouse per item Locations activate is a new license modul...

Updated 1 year ago by Pamela

Inventory Stop Item

AIM - Configuration Inventory Setup Menu

Enable this setting so that you stop a user from promoting the stock item to the next level. Exa...

Updated 1 year ago by Pamela

Inventory Import / Export

AIM - Configuration Inventory Setup Menu

Inventory Module> Configuration> Import& Export Drop Down Basic Inventory Import/ Export In...

Updated 1 year ago by Pamela

Inventory Setup

AIM - Configuration Inventory Setup Menu

Inventory >Configuration> Inventory Setup In Inventory setup search, you will see two search tab...

Updated 1 year ago by Pamela

Add Stock Item - Basic Setup

AIM - Configuration Inventory Setup Menu

Adding an Item To create a new inventory item, go to:  Inventory Module>Configuration>Inventory...

Updated 1 year ago by Pamela

Inventory Item Search

AIM - Configuration Inventory Setup Menu

Inventory > Configuration > Inventory Setup In Inventory setup search, you will see two search t...

Updated 1 year ago by Pamela

Valuation of Fixed Assets Version 2

DIM - Reports Report List Inventory

Gives a report of list of inventory fixed asset type item value Version 2 Inventory module> Repo...

Updated 1 year ago by Pamela

Supplier Price Listing

DIM - Reports Report List Inventory

Shows each item with its supplier code, last update and supplier cost in a list. Inventory modul...

Updated 1 year ago by Pamela

Supplier Inventory Quantity

DIM - Reports Report List Inventory

This report shows all stock items group by suppliers showing various quantities Inventory module...

Updated 1 year ago by Pamela

Stock Purchasing Forecast Report

DIM - Reports Report List Inventory

Inventory> Reports> Report List Document Dates Select document days on the drop-down ...

Updated 1 year ago by Pamela

Stock Control Report

DIM - Reports Report List Inventory

This report shows stock values per warehouse and WIP  Inventory module> Reports> Reports List ...

Updated 1 year ago by Pamela