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Create an action on multiple assets Asset Actions video (2023 October) - Asset_Actions.mp4 Actions logged against an asset are as follows: Location Condition Issued to Icons defined Full item details on grid Compact grid view ...

Create a Standard audit or blind audit Asset Blind audit video (202401) - Asset_Audit.mp4 Asset Results (202401) - Asset_Audit_Results.mp4 Standard Audit Standard audit is green Standard Audit allows one to view items in location Once scanned the...

There are a few setups that are required before working with the assets Training Video 202402 - Asset_Intro.mp4 The main system needs to be setup for the following Brand Make Model setup Brand make and model to allow easy searches and categories ...

Create an action on an asset by scanning the barcode. The system will automatically print the label of information of that asset Used in a manufacturing process Automatic printing is setup in the main system

Setup boxes that will be linked to a location which in turn is linked to a warehouse Boxes numbers are unique The box is always linked to a location Boxes can be moved between locations, and the contents are then moved to the new location. Record of the mo...

Warehouse location is activated per warehouse per item Locations activate is a new license module Tabs for Locations and Boxes are dependent on whether the warehouse is activated for that warehouse. Locations and Boxes are only searches to tell you how much...

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

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