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Video training manual 2016 - Click Here Dashboard Tab Clicking on Show Graph Button will show you the Bar Graph Supplier Show Open Items Tick   Use Date Range Tick Date From Date To Info Tab Purchase Or...

Click on Creditors Module> Activity> Creditors Journal Always click on search to avoid duplication of transactions. Click Add button to create a new Creditors Journal Transactions Print Import Print Clone Search Vie...

Video manual 2020 - Click Here Creditors Module > Activity > Creditors Payment Search Add   Edit Cancel Request Authorization Authorize Bulk Authorize Process Bulk Process Update Batches ...

Video training manual 2016 - Click Here Creditors cashbook is used to control payments to creditors. Search Add Edit Cancel Verify Cash Book   Authorize Process Cash Book Post Status Print/...

Creditors Module > Activity > Stock Order Search Double click on the Stock Order you are wanting to continue working on.   Stock Order Features Stock Order feature does require a few setups to be in place for optimum use: Default supplier setup ...

Overall process   The Purchase Order process can run in multiple options from simple steps to multiple steps dependent on how the company wants to run the system: Below are the various options: Option 1 GRV process The quickest and easiest rout...

Added in the new field for MOQ which fetches it from the item and the supplier Put the value in, this value is NOT editable but for information for the user Rules When clicking on save and close or save and New And the MOQ is higher than the quantity Brin...

Creditors Module> Activity> Purchase Order Search Allows you to search for an existing Purchase Order, Inventory Item, Creditor or Debtor based on system fields and which module you are in. Add Allows you to create a new Purchase Order, Invento...

Under System Configuration>General >User Setup   Find the name of the User you want to give Purchase Supervisor to Go to User Details 2 Tab and look at the list on your right with tick boxes Find Purchase Supervisor and add a tick on the tick box. Only wh...

Systems Configuration> Security> Approval Levels The administrator will setup approval levels for the user this will give authorization to the selected users to authorize purchase orders created. this is a control management function and done under systems ...

Create Reminder Purchase order item> Create reminder tick box Should you wish to create a reminder for the Receiving clerk (or Yourself) you can tick the “Create Reminder” tick box and select the person you wish send the reminder to.  

Add the Job number to the header of the Purchase order so that when you enter a line on the purchase order it will assign the job number  

In this scan we are going to scan the item which will find it and mark up the receive quantity. If the item is a serialized item, then we need to go to serialized items to scan. We need a way to move the cursor between barcode and serial number by using a ba...

Creditors Module > Activity> Receive Stock The Receive Stock process is the procedure to properly inspect all incoming ordered goods in the system. Once your Purchase Order has been Ordered, the next step is to receive the items and that process is done in t...

Creditors Module> Activity> Delivery Note Processing   Delivery notes are working documents, integral to the business process of receiving goods. Advance Search Tab Allows the user to search by selecting from the following: Supplier search by select...

In order to use the Delivery notes functionality, one has to create General Ledger accounts and setup GL Links and Company profile settings. General Ledger Accounts You will need to create two new accounts Creditors Delivery Note Current Liability Ac...

Attachments   Create Reminder View Purchase Order Inventory Overview Set lines to supplier cost Split Del Note Standard Tab Supplier shows the selected supplier Date Delivered to select the...

Creditors Module>Activity> Delivery Note processing Delivery note process is where a company can receive stock into the system with a delivery note and without a supplier invoice. When completing the receive stock quantities, select the Delivery note option ...

Video training manual 2016 - Click Here Creditors > Activity> Goods Received Note Record of goods received at the point of receipt. This record is used to confirm all goods that have been received   Clone GRV Clone Function Select the GRV you want ...

Select Goods Received Note (GRV) menu item Enter the Supplier Name and select the required Date Range Click Search You can Double Click the Line or Click on Amend, in which case the GRV will open and you can then verify any details. Typically, there woul...