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Linked Documents on Transactions Document

General Document Functions

You can manually link other documents to an existing document or the system will automatically link certain documents Go into any transaction document Double-click on the one you wish to link a document to, the go-to Docs and link a document

Multi location and bin location

AIM - Configuration Warehouse Setup Menu

This is a new feature that is coming up before the end of the year This feature will be found under Inventory Module> Configurations> Warehouse Set up> Locations Tab The feature will include the following: Multi-locations within a warehouse Multi-bin lo...

Excel Imports and Exports

Import Export Menu

We have more import and export excel features coming up See examples in the image below: Printing

Add User

BSCM - General User Setup

Adding Build Kit To Documents

General

To add the build to documents involves the same process as adding items or template task The advantage of using Build kits as opposed to using template tasks is that the quantity of the build can be amended  e.g Go to Debtors Module> Activity> Quotation Cre...

Document Management Search

CDM Analysis Document Management Menu

The purpose of Document Management is to help customers add attachments to the system that is not really linked to any document. Some examples are as follows   VAT / GST returns with all of its attachments Supplier monthly statements Custome...

Customer Price Enquiry

CDM Analysis Customer Price Enquiry Menu

Customer price enquiry provides the ability to see previous prices for a customer, which can be useful for resolving disputes or understanding pricing trends This green Shows an overview breakdown of the price, such as base price, discounts, VAT/GST or other ...

Dispatch Stock History

CDM Analysis Dispatch Stock History Menu

View all posted dispatch stock documents here Debtors> Analysis>Dispatch Stock History This allows a user to search for all posted dispatch stock documents  View Button This button allows you to view the following details of a dispatch stock Delivery Ad...