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Install Webatar Windows
To load Webatar on your Windows app, you need the following: 7- Zip to be installed on your machine Load the Webatar App using the link provided Open any Module, at the top right click on the dropdown menu and click Webatar Win App link Download the ...
Inventory Overview
The inventory overview window allows a quick access to view information on an item. It is accessed in most windows where stock items are present The icon that represents it is a blue item. Inventory Overview icon
Security Role Permissions
Setting Up Role Permissions Video manual 2020 - Click Here Log into the System Configuration Module> Security> Role Permissions. In the Modules dropdown bar, you will be able to select the module you want to create a new role for or modify an existing r...
Webatar Setup
First Time Installation Original Content - Click Here Webatar Sync Original Content - Click Here Webatar security Original Content - Click Here Webatar Activate Original Content - Click Here
Process Flows
Purchase Order Flow Purchase Order Receive Stock Delivery Note Supplier Invoice GRV PDF Document - HSOF Purchase Process.pdf Original Content - Click Here Sales Order Flow Original Content - Click Here Stock Count Flow Stock Count flow ch...
User Setup Process
Original Content - Click Here
Wastage
Track wastage items by creating a new wastage item and flagging it a wastage item. Wastage item is activated on an item or custom item Setup the Wastage Item in Inventory Setup Tick the Wastage item box to activate Wastage Item under the Extra Details Tab...
Updating Unit Cost Prices on Inventory Items
Log in to the Inventory module> Configuration> Inventory Setup. Type in the item code you are wanting to update in the Item code bar and click search. At the bottom you will see the item pop up. Double click on this item. Click on Supplier Click Ad...
Collections
Debtors Module> Activity> Collection Printing Options
Linked Documents on Transactions Document
You can manually link other documents to an existing document or the system will automatically link certain documents Go into any transaction document Double-click on the one you wish to link a document to, the go-to Docs and link a document
Multi location and bin location
This is a new feature that is coming up before the end of the year This feature will be found under Inventory Module> Configurations> Warehouse Set up> Locations Tab The feature will include the following: Multi-locations within a warehouse Multi-bin lo...
Excel Imports and Exports
We have more import and export excel features coming up See examples in the image below: Printing
Add User
Adding Build Kit To Documents
To add the build to documents involves the same process as adding items or template task The advantage of using Build kits as opposed to using template tasks is that the quantity of the build can be amended e.g Go to Debtors Module> Activity> Quotation Cre...
Document Management Search
The purpose of Document Management is to help customers add attachments to the system that is not really linked to any document. Some examples are as follows VAT / GST returns with all of its attachments Supplier monthly statements Custome...
Customer Price Enquiry
Customer price enquiry provides the ability to see previous prices for a customer, which can be useful for resolving disputes or understanding pricing trends This green Shows an overview breakdown of the price, such as base price, discounts, VAT/GST or other ...
Dispatch Stock History
View all posted dispatch stock documents here Debtors> Analysis>Dispatch Stock History This allows a user to search for all posted dispatch stock documents View Button This button allows you to view the following details of a dispatch stock Delivery Ad...
Inventory Functions
Alerts Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock item and other sections within the system. When creating the alert it will be in an active state If you want to remove the alert, mak...