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Job Item Tracking Searching
Search all Job items Production Tracking > Activity > PT Job Item Search Click "Search" Production Jobs are divided into three statuses Ready Created or imported Tracking Moving through system / Open Completed Completed its run ...
Job Item Details
Job Item Details displays items that have been set up for tracking. Production Tracking > Activity > PT Job Item Search Main tab Double click on the job line that want to view Job Item No. This number is generated automatically as a consec...
Inventory images import
System allows for a bulk images import. This can only be done by a system administrator on the server that you are hosted. Prepare a folder with all the images. Prepare the Excel file with links to the images. StockCode Image Description Image...
Mobile Job Item Audit
Blind and Standard audit done on Job items in locations This is combined with the Webatar development
Job Items Action Logs
Log Items action logs history search Production Tracking > Analysis > Job Item Action Analysis The Job Item Action Log Analysis screen gives full visibility of: What actions were performed When they occurred Who performed them Where they took place ...
Role Permissions on User
Setup Role permissions for Production Tracking Role permissions are managed per user. System Configuration > General > User Setup Search for the user, then double‑click the user to open the user settings. Go to the "Module Access" tab Tick the...
Job Item Search
Searching Job items Details Asset details continued Notes
Job Item Actions
Actions scanned
Production Tracking Audit
Sales Order Bypass WIP and Reserve stock
This function disables stock WIP movements and reserve stock. New tick box on Sales order WARNING:Activating this tick will not reserve stock and does not check for stock.Full sales order will be moved to invoice, no part sales orders used No part sales...
Dimension selling price matrix example
Setting up a price matrix with calculations Pricing below is based on 1m Create the following Custom items Flashing item Flashing base price Bends Girths Length Setup Flashing base price Setup Bends Setup Girth Setup L...
New Seeds upload
Seeds must exist in the database before submitting samples Prepare Import file for Seed/Stock items Export file layout for header information See example of file layout - Basic Inventory Import Seed.xlsx Once you have prepared the import fil...
New Samples Submit upload
Uploading new samples via Excel sheet. Uploading will ALWAYS create a NEW submission. There is no editing an existing submission After uploading the seed items, one can submit the samples. Export for template layout See example of file layout - Lab Sa...
Bank Payment Schedule Export
Bulk supplier payment Export bank file Supported banks ANZ Bank ANZ Direct ASB Bank BNZ Bank BNZ Direct Bank export files have specific algorithms which check for any changes to bank accounts and amounts. This is to ensure that files are not tampere...
Inventory Overview
The inventory overview window allows a quick access to view information on an item. It is accessed in most windows where stock items are present The icon that represents it is a blue item. Inventory Overview icon
Wastage
Track wastage items by creating a new wastage item and flagging it a wastage item. Wastage item is activated on an item or custom item Setup the Wastage Item in Inventory Setup Tick the Wastage item box to activate Wastage Item under the Extra Details Tab...
Inventory Functions
Alerts Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock item and other sections within the system. When creating the alert it will be in an active state If you want to remove the alert, mak...
Energy Parameters Inflation
Setting up the default inflation value percentage. Inflation will be updated per RFP Inflation will be calculated from Year 2 onwards compounded on Network Costs on Offer to Client.
Branch Age Analysis
Viewing and printing Branch Age Analysis There are three new columns in Age Analysis HO Icon to indicate that this supplier is marked as a Head Office HO Link Shows the Head Office account number on Head office and branch accounts. This will ...
Branch Age Analysis
Viewing and printing Branch Age Analysis There are three new columns in Age Analysis HO Icon to indicate that this supplier is marked as a Head Office HO Link Shows the Head Office account number on Head office and branch accounts. This will ...