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Barcodes

General 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

General Barcodes

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

General ScanSKU Device Barcode

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

General ScanSKU Device Barcode

Video training manual 2021 - Click Here   This section gives informaiton on the ScanSKU device and basic setup  

ScanSKU Scan Setting

General ScanSKU Device Barcode

Video training manual 2021 - Click Here   Setting up the scan setting to allow for enter after scan  

ScanSKU Lookup

General ScanSKU Device Barcode

Video training manual 2021 - Click Here   This allows one to view data on the device of products  

ScanSKU Stock Take

General ScanSKU Device Barcode

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

General ScanSKU Device Barcode

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

Import Export Menu

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

General Document Functions

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

General Document Functions

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

General Getting Started

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

General Getting Started

Video training manual 2016 - Click Here    

Grid Columns

General Getting Started

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

General Getting Started

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

General Getting Started

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

General Getting Started

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

General Getting Started

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

General Getting Started

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

General Getting Started

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...