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List of Inventory Items showing the Supplier's cost and the GRV cost. The report can be filtered by exceptions where the Supplier's cost differs from the GRV cost and sorted either by Supplier or by Date.  Inventory module> Reports> Reports List Supp...

List of BOM items from BOM Activity menu Inventory> Reports> Report List Code  Search for a report by adding a BOM code Active Put a tick to search for all active bill of materials Dont put a tick on if you want to view all deactivated bill...

Inventory module> Reports> Reports List Report on stock items on Shelf and Sales Orders Stock From / Stock To If you leave the stock item fields blank, all stock items will be displayed on the report. If you choose specific stock items, the repor...

This report shows stock values per warehouse and WIP  Inventory module> Reports> Reports List Summary If you leave the selection on summary this will report will only show a summary of the stock control report Detail This will break down all t...

Inventory module> Reports> Reports List Gives the bin location with weight, unit of measure and quantity on hand for each item in a list. Group Code If you have set up Group Codes for your inventory you can select a group code from the drop-down men...

Inventory> Reports> Report List From Year / To Year Select the year From and Year To Dates from the drop-down menus will show results specific to the period you have selected. From Period / To Period Select the period From and The Period To fro...

Inventory> Reports> Report List Document Dates Select document days on the drop-down menu Leave document selection on all if you want the report to show all document dates Sort By Sort the report by selecting one option from the drop-down ...

Gives a report on all stock request completed in various statuses  Inventory module> Reports> Reports List Date From / Date To Choose the date range for which you want to view the report from Select a date range of when you want to see the report...

This report shows all stock items group by suppliers showing various quantities Inventory module> Reports> Reports List Supplier From / Suppliers To Select a supplier you want to view a margin percentage exception report for. If you leave credito...

Shows each item with its supplier code, last update and supplier cost in a list. Inventory module> Reports> Reports List Creditor From / Creditors To Select a Customer/Debtor you wish to view the report from. Select the Customer/Debtor you wish t...

Gives a report on the list of inventory fixed asset type items value.  Inventory module> Reports> Reports List Sort By Sort the report by selecting one option from the drop-down menu allows the user to pull a report that will be sorted by either, Co...

Gives a report of list of inventory fixed asset type item value Version 2 Inventory module> Reports> Reports List Summary If you leave the selection on summary this will report will only show a list of all inventory fixed assets Detail Details...

Inventory module> Reports> Reports List Allows a selection of minimum, maximum, and reorder level quantities in the inventory warehouse setup. Gives the quantity needed at different levels.  To generate the report, select options from the following fields ...

Report on warehouse transfer details. To generate the report, select these fields to indicate the beginning and the end of the report. Date from and date to, transfer number from and transfer number to, stock from and stock to. Inventory module> Reports> Rep...

Setting up all your company details. System Configuration > Administration > Company Profiles Video Training 2023/12 - Click here Most of this setup would have been done by your consultant. It is a good idea to check all information in the system. Open ...

Changing and setting up your company logo. Training Video 2023/12 - Click here If this has not already been done, there are a few steps to do to upload the logo. Always check your logo in Paint program. Logos should be small in order to fit onto your stati...

The section allows you to block financial periods and unblock financial periods. System Configuration > Administration > Financial Periods Setup Video training manual 202410 - Click here There are other functions done in this section Block financial peri...

Backups are important, more backups are better than none. System Configuration > Administration > Backups Create backups at any time  Video training manual - Click here  Video manual 2020 - Click Here

System Configuration > Administration > Reference Values Every document in the system is assigned a unique number Video manual 202411 - Click here     Old Videos Video manual 2020 - Click Here

System Configuration > Security > Role Permissions Setup role permissions per user to show or hide access to menu groups and menu items Video manual 202412 - Click here   Old Video - Video manual 2020 - Click Here