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Barcodes
In this section we cover printing and scanning of barcodes 1.Printing barcodes direct from system 2.Scanning using ScanSKU device Printing barcodes setup Look under Trouble shooting Barcode print setup Scanning using ScanSKU View various video fil...
Barcode Labels
The system allows for printing barcodes directly The areas these are possible are 1.Inventory setup barcode single print 2.Inventory setup search screen, multiple barcode and single barcode print 3.Purchase Order edit screen 4.Receive stock edit screen ...
ScanSKU Device
The device is an external purchase to use with the software The device is uses three basic apps Stock Take count used for Purchase Orders, Sales orders, stock count and stock take ScanSKU lookup Picking slip for Sales order Setup device Th...
ScanSKU General Setup
Video training manual 2021 - Click Here This section gives informaiton on the ScanSKU device and basic setup
ScanSKU Scan Setting
Video training manual 2021 - Click Here Setting up the scan setting to allow for enter after scan
ScanSKU Lookup
Video training manual 2021 - Click Here This allows one to view data on the device of products
ScanSKU Stock Take
Video training manual 2021 - Click Here This shows one how to use the ScanSKU stock take function for scanning of stock for 1.Stock take 2.Stock counts 3.Purchase Order receiving goods 4.Sales orders When first going into the stock take Click on L...
ScanSKU Picking
Video training manual 2021 - Click Here This section shows you how to scan for stock on an existing sales order
Document Grid Import and Export Standards
fix grid imports and make them standard for import and export from documents All imports to be CSV and semicolon enabled See new layout formats that conforms to both debtors and creditors The grid import and exports for Debtors are as follows: 1.Quote 2.S...
Searching Inactive Records
There is a way to search for customers, suppliers, inventory and GL accounts marked inactive in the various analysis screens. So on the following analysis sections, add in a tick box that when ticked only searches for those items that are marked inactive Thi...
Document Management Spec
The purpose of Document Management is to help customers add attachments to the system that are not linked to any transaction documents. Some examples are as follows VAT / GST returns with all of its attachments Supplier monthly statements Customer contra...
Find Your Way Around
Main Modules The main system screen consists of 8 modules. In the security setup you can limit users from gaining access to the each module. We have also added quick access to your CRM functions such as time logs and support logs ,sales leads and reminders....
First Time Login
Video training manual 2016 - Click Here
Grid Columns
Resizing or finding hidden columns 1. Reset your grid view 2. Or check for the hidden column Check for hidden column Go to one of the column headers and where the arrow appears, click on the drop down, then down to columns. This will...
Keyboard shortcut keys
Video training manual 2019 - Click Here The system caters for shortcut keys so as to reduce the use of the mouse See below shortcut keys Not all windows are configured for keyboard keys Basic keys Move between fields Tab Buttons and fields Ba...
Froala HTML Editor Info
This function allows users to enter information into a word type environment. Text can be changed, images inserted and many other functions. These are available in the following sections Support log ticket Quote Manage Job Policy doc Time Log Sales l...
Desktop Shortcut Creation
Video training manual - Click Here Shows how to create a shortcut on the desktop Replace the http://localhost with the online company access. This will look something like this https://webaccounting1.co.za The fulll path can be https://webaccounting...
Form Colours
Each window will have a certain colour scheme . For customer documents we will have three colours, 1.Light Yellow ( #ffe6b3 ) for quantity (Bold and centre) 2.Light green ( #90EE90 ) for selling price 3.Rosy Brown ( #FFC1C1 ) for cost price In most cas...
Date Buttons
Date Search Quick Buttons In most of the Date from searches, there will be three buttons next to the date The X button will clear the date which will search ALL records in the past. Should you continue to click on the - button, it will keep go...
Email Confirmation and Errors
The system sends out emails to an email server which can either be a SMTP server, Exchange Server or Gmail email server. When you send the email it routes it to one of these Mail servers and once the Mail server accepts it we log an entry that it was successf...