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Group lists are used with Custom and Service Type items. When an item is activated with Group list, it will replace the selected item with a list of multiple items in the document. It uses the same item code, but replaces the description, cost and sell. The...

Running a Stock Take with the Webatar app Video training manual 202311 - Stock_Take_Webatar.mp4 Some basic steps are required Create and activate a stock take Open up the Webatar app and sync Scan and count stock Complete stock take Close and Open the...

Create a Stock Count and Receive Stock There are two methods for Receiving stock, link to each video manual 202311 below Receive stock (Quantity only) - Stock_Count_Receive_Stock.mp4 Receive stock and update prices (Quantity and price) - Stock_Count_GRV_P...

Stock Count invoice stock out Training video - Stock_Count_Invoice_Stock.mp4 Webatar App Stock Count - Invoice

The system caters for the categorization of master data as well as transactions. Additional properties are used for these categorizations.  Several fields in the system can be used for categorization purposes such as Division, Region, Category, Billing group...

You can use the Debtor Discount Matrix to set up a discount structure for specific debtors by product brand This can be setup per a specific product group or various product groups that make up a product Brand Example: The brand may be: Matrixs And Matrix...

 To import multiple new debtors/customers accounts into the database, follow the below procedure: Go to Debtors/Customer Module> Configuration> Debtor/Customer Setup> Import/ Export Drop Down Click the Import/ Export Drop down Select Debtor/Customer Impor...

The recurring debtor setup consists of three steps: Create contract Create invoice template Apply to debtor Step 1: Creating Contract Go to Systems configuration> General menu> Recurring Transactions f To set up the contract  Co...

Go to Debtors Module> Activity> Sales Orders  Search the required Sales order You need to change the search screen status to find Sales orders that have already been confirmed and migrated from preparation status  Once you have found the required sales ...

Huge ERP supports GoDex Barcode Printers Dependent on the volume of labels to be printed, you will either have a desktop or industrial printer. Here are some basic setups to be done to have the printer working Steps to setting up printer Unbox printer I...

Webatar Quick Sales app is used as a basic POS system. It allows one to capture Invoice and credit note Inclusive or exclusive pricing Discount per line Payment for Invoice Receipt printing to Epson receipt printer Scan barcodes Requirements befo...

Manage who receives emails when system is sending out emails   Email stock received details Email debtor status change alert Inventory & GL Stock Valuation out of balance Email End of Contract for Recurring Invoices Remind...

Escalation Setup To ensure that the escalation of outstanding reminders works correctly it is essential that each employee in the system that receives reminders has a manager assigned to him or her. To assign a manager to the employee go to System Configurat...

Adding and maintaining templates Download Download template Category Specify the Category Template Name Enter a Name Version Define version Date Released When was this released Latest Is this template the latest version ...

Setting up who receives the email Module Select the module Function Select the type of function Next Service Date No of Days Prior How many days prior do you want the report to run Active Active or inactive Available User...

Add Modules (Grouping of exports) Using groups helps define the exports, works well to define monthly reports for certain users to receive   Module Add / Edit Module Code Create a unique code Module Name Enter a name Activate User -...

Add and Maintain Functions which are linked to the modules. This defines what is been exported.   Add / Edit Function Module Name Select the module the function will be linked to Function Code Add in a unique function code Function ...

Enable this function for additional security to limit access to customers

Log incidents with users   Add / Edit an incident

The system has many reports broken down into categories. The main categories are as follows: Auditors Reports Creditors CRM Debtors Financial Reports Favourites General Ledger   General Invento...