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Same as the Asset Tracker - Issued to user How to Add a user Production Tracking > Configuration > PT Issued To User Adding a user which will automatically be marked as an Issued to User System Configuration> General> User Setup User Setup has a tick ...

Setup a planning sequence for locations Production Tracking > Configuration > PT Location Planning Allow for a group to be a default To create a Production Plan click "Add" Add a "Code" Add a "Description" Click "Save" By clicking "Save" the "Se...

Search all Job items Production Tracking > Activity > PT Job Item Search Click "Search" Production Jobs are divided into three statuses Ready Created or imported Tracking Moving through system / Open Completed Completed its run ...

Job Item Details displays items that have been set up for tracking. Production Tracking > Activity > PT Job Item Search Main tab Double click on the job line that want to view Job Item No. This number is generated automatically as a consec...

System allows for a bulk images import. This can only be done by a system administrator on the server that you are hosted. Prepare a folder with all the images. Prepare the Excel file with links to the images. StockCode Image Description Image...

Blind and Standard audit done on Job items in locations This is combined with the Webatar development

Log Items action logs history search Production Tracking > Analysis > Job Item Action Analysis The Job Item Action Log Analysis screen gives full visibility of: What actions were performed When they occurred Who performed them Where they took place ...

Setup Role permissions for Production Tracking Role permissions are managed per user. System Configuration > General > User Setup Search for the user, then double‑click the user to open the user settings. Go to the "Module Access" tab Tick the...

Searching Job items Details Asset details continued Notes

Actions scanned

Client visit allows you to capture the following for a client/ customer you are visiting: Capture Timesheet Email Timesheet/ client visit to self Open support Log Create reminder Clone Log Clone Log Create Quote Create Sales Lead Add notes to the c...

Security setup You can setup security access for client visit on the Huge ERP system. This will allow you to control who sees what on their Webatar mobile To be able to add security to users Webatar go to: System Configuration Module > General > User Setup...

Line item note on the document grid with hover over allows users to see additional information about a specific line item without having to click on it The feature is implemented under debtors/ customers and creditors/ suppliers transaction documents

The shipping Tab is related to the delivery of goods To ship goods go to: Creditors/ Suppliers Module> Activity> Purchase Order> Shipping Tab Ship To Select where you want to ship the parcel to on the drop down menu selection Branch Select Br...

GRV with Importation Split from Purchase Order for ScanSku Once you receive stock from a supplier and added all the serial numbers as required, you now need to GRV the stock in. Go to the Goods Received Note tab under activity: Double click on the PO you are...

GRV with Importation Split from Purchase Order Once you receive stock from a supplier and added all the serial numbers as required, you now need to GRV the stock in. Go to the Goods Received Note tab under activity: Double click on the PO you are bringing in...

This function disables stock WIP movements and reserve stock. New tick box on Sales order WARNING:Activating this tick will not reserve stock and does not check for stock.Full sales order will be moved to invoice, no part sales orders used No part sales...

Setting up a price matrix with calculations Pricing below is based on 1m   Create the following Custom items Flashing item Flashing base price Bends Girths Length   Setup Flashing base price   Setup Bends   Setup Girth   Setup L...

This only applies to users who have access to view the security button The security button is found under each menu, on the top right First one needs to give administrator access to this button from the module access screen Go to System Configuration Modu...