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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 ...

Click Here - Video The Barcode Count App allows for a basic capture of stock items with barcodes. The app is installed as an APK file downloaded to the device. This is manually installed on the device.  Any updates would require the user to visit the websit...

Click on the Products icon to view products imported Products list Displays all products that was imported Icons defined Home button Detailed grid view Compac grid view Add a new product to the list ...

Create an import from accounting system. Go to accounting system and export inventory file Open up file in Excel and prepare the import file Below is the basic layout for the import file The help menu shows the required fields Save the Excel file as a...

Import layout for Retailer Quote Import for NHH values One needs to repeat the values per year. Example, if you want three years of data, repeat the values 3 times per year Sample import - Retailer Quote NHH Import.xlsx

Debtors setup functions and debtors setup search functions are similar. Some functions allow one to open up in the search, while others allow opening up in the debtors setup window Set Time Log defaults Set the defaults for this customer for time lo...

Setting up documents for Sales margin warning Low Margin Warning If this is enable it will check low margin on adding an item to a sales document. It will check when invoice is processed, giving a warning to proceed or not  Enforce Margin Wi...

Setup Suppliers Creditors Module > Configuration > Creditors setup Video manual 202411 - Click here

Setting up Stock, Custom or Service Type items Inventory Module > Configuration > Inventory setup Video manual 202411 - Click here

Cut Length is used to define a length of material which is used to calculate the number of lengths one requires in Quote Build task. This is different to the UOM (Unit of Measure) as Cut length is used in Quote Build tasks. Example A stock item is measured ...

They are two options available which are cloud-based, or own server based. Cloud Based access All cloud-based servers have the following security in place. An encrypted SSL certificate to access system Antivirus software on server Server sits behind a f...

Here we have an example on how to deal with enhanced value to a product. One example is Powder coating, we buy an item from a supplier and then send it out for powder coating which increases the value of the stock item.  It generally comes back as a new item....

In order to setup the asset management system, there are certain minimum requirements required. Company information Company logo in .png or .jpg User list Customer list Supplier list Asset list All information to be supplied in an Excel sheet with i...

Steps for setting up Godex printer Don't plug USB cable into printer until you have downloaded the driver Install the Ribbon and Label Calibrate Printer with new labels Driver software for Godex Printer download Install the driver software At some po...

New features released up to November 2024 1 Activity Menu first (View Details) 2 Generic email from address on emails (View Details) 3 Production Tracking Module (View Details) 4 Debtors Aging Letters (View Details) 5 Transactio...

    Setup of Debtor Aging Letters Allows for sending out emails to customers based on their aging. Included in the image below is a sample of what a letter could look like with the necessary tags and formats. The setup makes allowance for seven different l...

Consolidated statements or branch statements Video training manual 2016 - Click Here Head office statements combine branch invoices into one statement to the head office broken down into sections. For best results, have these settings active Date...

Setting up of multiple letters to action to customer contact. Multiple template letters Link template letter to an action Actions as follows: Multiple Asset actions added eg check out - Flag on to run Return date emails check in - Flag off to Not run...

Settings for the following areas need to be setup in order for the email to go out. Asset Setup Return Date Email Letters Enable this function for this asset to activate Return Date email letters Action setup When the Enable Email le...

Setup multiple letters to be sent out New Menu Item called "Email Letter Template" Add / Edit Email Letter The Email that is sent out must be embedded into the email with the Description of the Letter for the Header of the email. Sencha latest versio...