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Mail Chimp Email Out  Video training manual 2019 - Click Here  Webatar > Activity > Email Mailing List  In Huge ERP we allow for email mailing list to be exported and imported to mail chimp. Having created a central database in your customer setup files, y...

Video training manual 2017 - Click Here Video manual training 2016 - Click Here     Search: when the user click on search the system will generate and display available time log sessions Create new sessions: this button is used when a new session needs t...

Webatar > Activity> Time Log to invoice Search    Please Note : Support Log Number in Red indicates that there is an open Support Log linked to this Time Log. Support Log Number in Blue indicates that there is a closed/completed Support Log linked to this ...

 Webatar > Analysis > Reminder Search    It helps one to create a reminder of something, works like an alarm. It allows a user to search according to preference. If the search tab items are left blank, the system will pull out all the all the reminders on t...

This is ideal for setting up various types of groups for your Asset items.   These groups are used in Asseet Fixed assets to group all fixed assets into a single General Ledger Journal. Meaning you can create a group called vehicles fixed assets.  Assign al...

Setup the various actions that can occur against an Asset for Asset item To set an action against an asset go to Asset Tracker Module> Configuration> Asset Action Then click add and the screen below will appear. To edit an asset action, highlight the asse...

Set up various conditions that you would like to apply to each of your asset items  

Set up various locations for your asset items  

Video training manual 202112 - Click Here  Setup policies for the company  

Create a policy group for various groups of policies other than the Division and Region  Click on the Policy Group button to create groups     Add groups  Assign a code and description for your group  

Create a new policy with attachments.  

This is where one can setup all the various incidents in the system. Below is some examples of Incident types  

This is where the user creates a new Debtor or search for an existing one System buttons: Search button allows a user to search using Basic Search Tab and Custom Search Tab At the top of the screen under the Debtors Setup heading, there are 5 buttons and th...

This is where the user creates a new Creditor or search for existing. System buttons Search button allows a user to search using Basic Search Tab and Custom Search Tab Basic Search Tab - if the creditor’s code in the basic search fields and other fields a...

This menu is used to create new and amend existing inventory items. We cater for three types of Inventory in the inventory setup: Stock Item: This would be physical stock such as a ruler. This is typically your Inventory items Service: This is not a physi...

Trackit> Configuration>Unit of Measure   Unit of measure is used as a standard for measurement of the physical quantity Standard Tab has four buttons: Add button: to add unit of measure Edit button: to view or make changes on the existing unit of measure ...

The asset item has many tabs and information on the asset            

Setup your TrackIT or Fixed Asset Item  

Asset actions are logs against an asset to control various historical actions that an asset has gone through. One can create a single action log on an asset, this is done within the asset edit screen. It is found in the top right hand corner of the edit scree...