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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...

Info   Workflow Ready for Invoice Other View Doc Print Doc Print Reports Basic Tab Completed   Charge Up (SC) Tick Assembly Tick Prepriced (CTC) Tick Internal Job...

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 informat...

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 fix...

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   Group code setup and maintenance

Set up actions for products to be logged Actions with email New Actions Log Action Standard actions logged Check List Check List action Inspection Action relating to inspections of items Sign off Action relating to sign off ...

Production Tracking tracks items through a manufacturing process.     Production tracking has three main status Ready, Tracking and Complete   Tracking items between documents If the item was created from a document like  Invoice, Job or sales orde...

The Reference Values is only used when new items are created or imported manually and NOT created from a document that has a document number. Sales orders and jobs have numbers so reference numbers will not be used. Invoice in preparation and manual created ...

Setting up various production locations   Setting up Location Production Tracking will have an audit as we can do an audit on a location to see if items are still in that location.

Quality Control set when a user checks items in locations   Adding and editing new quality controls

Same as the Asset Tracker - Issued to user Adding a user which will automatically be marked as an Issued To User User Setup has a tick box

Setup a planning sequence for locations Create a Location Planning group with Locations Allow for a group to be a default Add a production location planning Add a sequence Sequence planning allows one to estimate when certain tasks will take place. ...

Search all Job items They are divided into three statuses Ready Created or imported Tracking Moving through system / Open Completed Completed its run   Search filter criteria