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Search icons defined for Sample Status Icon Status Detail Requested Received In Progress Completed Cancelled Closed Icons are based on the sample status

Icons defined for test progress Icon Detail Created Started In Progress Test Done Checked Retest Certificate Issued Published Cancelled Closed...

Inventory item price report combines one item to another. Primary item and secondary item, the secondary item can be a carton. Final report will look like this: A= Primary stock item B= Secondary stock item C= Secondary stock item bulk discount T...

Place holders used in Email Template    Customer Bulk emails   Supplier Bulk emails   Manage Job   Job Receive stock email ...

Download the folder zebra_zd611r_setup from C:\InterSystems\IRIS\CSP\hsoflinks\files on the dev server.  Turn the printer on, but do not yet connect it the computer. Install the printer driver: Unzip zddriver-v1062628275-certified.zip from zebra_zd6...

Tag number list allows one to add a tag number or RFID unique tag number to an item. This tag does not need to match the number of items sold, but log whether that tag number is sold or not. Activate the tag tracking against an item Entering a tag num...

The online AI email utility allows emails of supplier invoices to be created as Purchase Orders or GRVs in the Huge ERP system. Setting up Company utility Overview menu   Inbox Allows one to check any issues with failed emails     Client Routin...

When the email is sent to the default email address.  It will create a Purchase Order or GRV based on the setup. The application will try to identify the supplier, but if it cannot, it will use the default supplier Same goes for the line items, if the app ca...

Shared email box is setup on Outlook and linked to customeremails@erpsolutions.co.nz Outlook shared mailbox Customer email addresses are setup as shared email boxes. Add in shared mailbox Mail box setup, then link to a user Link the shared mail ...

The Audit Log records any changes made to task activities and captures the following details: Job number Task description Activity sell budget Previous production percentage Updated production percentage Previous invoiced percentage Updated invoiced...

Extras Tab 1 Job Number Clicking 'Assign JN' at this stage will generate a Job Number for the quote, which will automatically carry over once the quote is approved and converted into a actual job. 2 Completion Date This is the date that y...

Additional options on a Quote Item This screen also allows you to capture key information for each job or task line. 1 Stock Item Select your stock item from the drop-down menu 2 Description At this stage you can change the Descrip...

Job Details Tab 1 Quote Number This is the Quote number linked 2 Customer Customers Name 3 Description This will be specific to the Job as an easy identifier in a list 4 Long Description Here you can be more specific to the job ...

Manage Job Screen Info Used for internal notes only Workflow Ready for Invoice Functions View Doc Print Doc Print Print Reports Basic Tab Completed   Charge Up (SC) Tick ...

Manage All   Import New Stock Request Create PO Create BOM Verify task stock Task Stock Request Delete Task Add to Picking Slip Planned Timelog Copy to Job Clear Line History...

Where to find Job Management Letter Templates There are two places within the Job management where you can pull in templates to record job information and Notes. These templates are set up in CRM Module. CRM > Configuration > Email Template Use the email ...

The Progress tab gives summary totals based on the scheduling task values   Total Sell Budget This figure is first inserted when you promote the quote to a job - It is the total sell value excluding of quote You can manually update this figur...

On one of the columns, there is a field that is called WIP O/S This means Work In Progress Outstanding items in not started state  This will count the number of line items in the job that are in a Not started state. This number indicates that there are item...

 Video training manual 2021 - Click Here A resource has been linked to a task activity. This feature is similar to the time log screen but enables you to plan resources for specific days.    Resource linked to a task search tab   Creating Resources fro...

This special function allows one to change an item code only without the selection changing all the details on the item to the new item code. Mainly used for the email to PO and GRV function where the line item has been set to the default item.  This option ...