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The expenses function allows you to process claims for reimbursement Benefits of Expenses: Accurate and timely expense claim routing Increase in organisational efficiency Faster expense processing Employee satisfaction Expense processing costs cuts Re...

The stock forecast is used to predict or calculate how much stock to purchase in advance Inventory Module> Activity> Stock Forecast Clicking Add

Linking Debtor branch accounts to Head office account Debtor sub-accounts are clients that have multiple branches or outlets where the invoice is generated against the specific branch and payment is made by the Head office or main account Debtor statements c...

Functions Drop Down Create Stock Request Change Warehouse Manage Standard Notes This window allows the user to add a specific Note to each line on a Quote. The Stock Type drop down will allow the user to specify All lines or lines of a...

Video training manual 2016 - Click Here Debtors Module> Activity>Invoice Detail Tab Click Add to capture a new Invoice Select the customer you want to create the invoice to and enter invoice header details as shown in the table below this image. Once co...

Adding a new Sales order Click on Add button to add a new sales order Sales order window Sales Order Choose The Debtor by entering a customer Code Detail Tab Short Details Short Details Of the sales Order Item Reference Give it A Refer...

ideo Training Manual 2016 - Click Here The user management menu allows you to create, inactivate or edit a user profile To add a new user go to Systems Configuration Module> General> User Setup To add a new user click Add  Once complete click save...

Client visit allows you to capture the following for a client/ customer you are visiting: Capture Timesheet Email Timesheet/ client visit to self Open support Log Create reminder Clone Log Clone Log Create Quote Create Sales Lead Add notes to the c...

Security setup You can setup security access for client visit on the Huge ERP system. This will allow you to control who sees what on their Webatar mobile To be able to add security to users Webatar go to: System Configuration Module > General > User Setup...

Line item note on the document grid with hover over allows users to see additional information about a specific line item without having to click on it The feature is implemented under debtors/ customers and creditors/ suppliers transaction documents

The shipping Tab is related to the delivery of goods To ship goods go to: Creditors/ Suppliers Module> Activity> Purchase Order> Shipping Tab Ship To Select where you want to ship the parcel to on the drop down menu selection Branch Select Br...

This only applies to users who have access to view the security button The security button is found under each menu, on the top right First one needs to give administrator access to this button from the module access screen Go to System Configuration Modu...

You can substitute an item on sales documents You first need to set it up here Once it has been set up Add the sales document as per normal, then a pop-up will appear confirming that the item has a replacement and asking if you want to change the item to a ...

We have added an option to exclude invoices from bulk mail Add an option on invoices to exclude them from bulk email. By default, this checkbox is not selected on all invoices. When the checkbox is selected, the choice is automatically saved without needing ...

Details 2 Browser Tabs allows you to open modules and windows in tabs instead of a new window   Activity Menu first To set the Activity menu first in some modules, put the tick on next to the Module security   This will put the Activity menu first ...

Sales order confirmation the following function was recently added Close button function Item information button Sorting on columns - This allows you to sort by column when clicking on the column   Close Line Button Allows you to close a ...

The sales order log tracks and manages sales orders under the sales order quantity confirmation stage The sales order log gives a trail of what happens to a sales log order under the sales order confirmation It Looks at who captured the sales order, Acti...

To load Webatar on your Windows app, you need the following: 7- Zip to be installed on your machine Load the Webatar App using the link provided Open any Module, at the top right click on the dropdown menu and click Webatar Win App link Download the ...

Debtors Module> Activity> Collection   Printing Options