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Video Training Manual 2016 - Click Here This is where we capture debtors/customer's journal entries in Huge ERP These are direct adjustments to the balance of debtors/customer's account A few examples of journal entries are: Discounts allowed/received G...

Debtors/ Customer Module> Activity> Debtors/ Customer Transactions  Things to note about the Journal entries for foreign debtors The journal entry in the foreign currency – creates a dual entry in that currency and in Rand Ensure you are using the correct...

Video Training Manual 2016 - Click Here This allows a user to prepare a debtor’s financial records. Debtor/Customer Cash Book Basic Search You can search by the following: Cash Book Name Cash book Date GL Bank Accounts Cash Bool Status Cash Book Type...

Adding a Cash Book Go to Debtors Module> Activity> Debtor Cash Book Click Add to create a new debtor Cash Book Once complete, capture the details below: Cashbook Number This is the Number that is Generated in the system when a Cashbook is saved....

Video training manual 2016 - Click Here Debtors Module> Activity> Quotation Basic Search On the Basic Search Tab, the user can search the quotes by entering information on the following fields Quote Number Search by entering the quote number ...

Detail Tab Debtors Module> Activity> Quotation The quotes screen will open To search for existing quotations, select your search criteria and click search  Search criteria can be quote description, order number, customer name, etc Select a date range To ...

Debtors> Activity> Quotation> Approval Options Internal Approval This is when all involved parties that work for the company are happy with the quote then it can be approved internally. Customer Approval After the quote has been approved intern...

I would like to put an alert on the emailing of documents where the flag to email an attachment is on If a user has uploaded an attachment and wants to email it. When we get to email and the user forgets to select the attachment he wants to send with the ema...

Build Kit Update Quantity tick box There is an alert for the user who wants to remove the tick box Relevant for the following documents 1 Quote 2 Sales Order 3 Invoice 4 Credit Note WARNING If you remove this tick for Update...

Debtors Module> Activity> Sales Order Video training manual 2016 - Click Here Sales Order processing occurs after receipt of a sales order from a customer. Buttons defined Search Search for an existing sales Order Add Add a new Sales Or...

Detail Tab Debtors Module> Activity> Sales Order The Sales Orders screen will open To search for existing Sales Orders, select your search criteria and click search  Search criteria can be sales order description, order number, customer name, etc Select a...

Sales Order Process Date Setup Video training manual 2019 - Click Here Set up the sales order process date, that is either current or by a sales order date . When you process the sales order, it will either select the sales order date or make it current. B...

Confirming your quantity on the sales order can be done in multiple ways. Receive quantity single check items Receive all quantity Barcode scan products to check the correct stock picked and quantity Import ScanSKU barcode scan order Once a sales orde...

Using a ScanSKU scanner Watch video manual on how to scan from ScanSKU device   Picking via a ScanSKU device Email the file for picking When promoting the Sales order as confirmed, an option will appear to email the sales order file to the ScanSKU device ...

To search for invoices go to: Debtors Module> Activity Invoice The screen recalls invoices based on the invoice status and date range selected. Buttons explained Search Search open invoices, Preparation, Pro-forma invoices Add Add a new inv...

Video training manual 2016 - Click Here Detail Tab Debtors Module> Activity>Invoice The Invoice screen will open To search for existing invoices, select your search criteria and click search  Search criteria can be invoice status, reference, customer name...

The proforma invoice is used when you want to generate an invoice without affecting stock Debtors > Invoice> Add/Edit Invoice > Action Tab Add invoice as per normal. See how to capture an invoice here After capturing your invoice click on Action Tab Ad...

System allows one to change the Sales Rep on processed invoices and completed quotes. To make the change you go to the processed document searches. Invoices Debtors Module > Analysis > Document History Quotes Debtors Module > Analysis > New Quote Search...

Shipping Tab - Courier API The shipping tab works with a Courier company API. This API once set up Will allow you to create a shipping document on the Courier system. After you have filled in the information for the Courier company, click on the create ship...

The correct process to reverse a posted invoice affecting stock is by raising and processing a credit note this process will offset the original invoice. the below demonstrates the manual capturing of this process Video Training Manual 2016 - Click Here ...