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Job Costing>Configuration>Task Activity Group Group Code   Group Name Team Default Default Tick Task Activity Code   Task Activity Description Working Hours Task Duration Days Lag Days ...

Functions Drop Down Create Stock Request Change Warehouse Manage Standard Notes This window allows the user to add a specific Note to each line on a Quote. The Stock Type drop down will allow the user to specify All lines or lines of a...

After Scanning items, one can add a comment to item lines. This is indicated with an icon. No comment added Comment added to item scanned Comment window Enter a comment Serial number makes the item scan unique. When...

Video training manual 2016 - Click Here Debtors Module> Activity>Invoice Detail Tab Click Add to capture a new Invoice Select the customer you want to create the invoice to and enter invoice header details as shown in the table below this image. Once co...

Adding a new Sales order Click on Add button to add a new sales order Sales order window Sales Order Choose The Debtor by entering a customer Code Detail Tab Short Details Short Details Of the sales Order Item Reference Give it A Refer...

When deciding what type of import to use for banking intelligence, it is based on the following: Maintaining current rules and fixing Creating new rules and importing Maintain Bankit intelligence rules by exporting and fixing and importing back. Mainta...

Search for all active RFPs Search Search for RFPs Add Add a new RFP Edit Edit an existing RFP Delete Delete an RFP Print Grid Print searched results

Fill in the information of the client wanting an RFP Save the RFP ICP Data Go to the ICP Data tab Click on Add to add in ICP. Enter the ICP number and save   ICP Import (Scrape) Then click on the ICP import This will update the various infor...

ICP Data Go to the ICP Data tab Click on Add to add in ICP. Enter the ICP number and save ICP Import (Scrape) Then click on the ICP import This will update the various information, click on save again Consumption data import Once you have f...

Import data from current retailer for Consumption data Fix data with Day Light savings before importing See attached Sample file - Consumption Data Import_ June 2024.xlsx

Adding retailer quotes into the RFP Go to the retailer quotes tab to enter all your retailer quotes Click on Add to add the quotes Enter the Retailer that the quote is for. If this is the current retailer, put a tick on Select the ICP that this quote is...

Prepare the import file from the Retailer Quote See sample file - Retailer quote import_Test Run.xlsx Enter both WD and WE OR BD and NBD under each other Here is a sample of a 3 Year Stagged file Sample attached - Retailer 2-3yr.xlsx Here is a sample...

Search for all ICPs on every RFP Document

ideo Training Manual 2016 - Click Here The user management menu allows you to create, inactivate or edit a user profile To add a new user go to Systems Configuration Module> General> User Setup To add a new user click Add  Once complete click save...

Setting up Groups for production items Production Tracking > Configuration > PT Groups Click "Add" Group code setup and maintenance Add a "Code" Add A "Description" Tick  "Active" Click "Save and Close"

Set up actions for products to be logged Production tracking > Configuration > PT Action Click "Add" Actions with email Actions Log Action Standard actions logged Check List Check List action Inspection Action relating to insp...

Production Tracking monitors items as they move through the manufacturing process, providing visibility at each stage from preparation to completion. It allows you to see the current status of an item, track its progress through production, and confirm when it...

Reference Values and Production Tracking System Configuration> Administration> Reference Values Reference Values are only used when new items are created or imported manually and are not created from a document that already has a document number. Documents ...

Setting up various production locations Production Tracking will have an audit as we can do an audit on a location to see if items are still in that location. Production tracking > Configuration > PT Location Click "Add" Add a "Code" Add a "Descri...

Quality Control set when a user checks items in locations Production tracking > configuration > PT Quality Control Adding and editing new quality controls