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Creating a new import from Excel file See attached file layout for GL journal import - Journal Import Temp 202403.xlsx

The following icons appear on sales documents   Icon Details  Item is on special linked to a deal (Only shows in quotes) RFQ and Drop Ship ticks are both activated  RFQ is active  Drop Ship...

Purchase documents icons The following icons appear on purchase documents   Icon Details   Item has a line discount Line has Job CTC (Cost to Company) activated Line has Job SC (Scope Creep) activated ...

Invoice grid displays the type of invoice is shown in the search grid The following icons appear on sales documents   Icon Details  Recurring Invoice Part invoice ticked but not processed as Proforma Invoice ...

Starting and capturing barcodes Open up the Barcode Count App Products Use this area to upload your inventory list. New Count Use this section to carry out your stock counting. Results Use this section to access the files...

Multiple functions for Sales Order Confirm Picking started When picking is started on a sales order, the Add, Edit and Delete buttons are disabled. One can only add or edit items when not picking Sales Order code disabled Sales order editing a line ...

Video - Barcode Count App Installation An installation link for the Barcode Count app can be found on the Barcode Products Website Barcode Count -Scroll down to the bottom where you will find the link to download the APK After downloading the app, to go to ...

When confirming a Sales Order and printing a picking slip. Logs will be created to on picking slip screen and print picking slip. Sales Order confirm screen will show a small Print icon to indicate that a picking slip was printed.   Clicking on the icon ...

When importing an invoice to a credit note and the invoice been imported has a credit note allocated to it. There is a warning to indicate that the credit note was done for this invoice. This warning only works if: When using the Import From Invoice butto...

Create multiple future recurring tickets. Useful when creating tickets for monthly maintenance on items. Create one recurring ticket and save and close Go to support ticket and highlight, click on Create Recurring Tickets button Specify the recurring occ...

Confirmation search screen is where confirming of picking of stock is done.  Generally in the warehouse.    

The simplest way of creating a credit note by simply “Import from invoice” You can however use the long method of capturing Open Debtors Module> Activity > Credit Note Select Import from Invoice Search by document number or customer, remember the date ...

Create priority status for RFP and ICPs Search Search all priority status Add Add a new priority status Edit Edit details on priority status Delete Delete a priority status Print Grid Print all priority status Cod...

Define all Network providers loss factors Search Search all Network loss factors Add Add a new Network loss factor Edit Edit details on Network loss factor Delete Delete a Network loss factor Print Grid Print all Network los...

Import and Export loss factors Export Export data to get layout template for import Select File Select the Excel file to import Verify Data File Verify that the data is correct before importing Import Data File Import data after ver...

Energy parameters are used to define consumption data Search Search Add Add new Edit Edit selected parameter Delete Delete a parameter Print Grid Print all parameter Import / Export Click on drop down to define Import ...

Setup Public holidays for Business Day and Non Business Day parameters Year Filter by Year Name Search for a specific public holiday Country Select the country for public holidays   Public Holiday add / Edit Country ...

Define the Daylight Savings Enter the daylight savings ending date and starting date for the year   Add / Edit Daylight Savings Country Enter the country for the specific daylight savings Daylight saving end date Select ending date ...

Define the various times and periods There is no unique code here, code is used to establish what Peak Times is used in the year when importing Networks and Retailers   Add / Edit Time Peaks   Country Enter the country for the time of use ...

Define the time period for a workday as to whether this is business or non-business day. Define what workday consists of based on Monday Tuesday Wednesday Thursday Friday   Add / Edit Time Period   Country Which country is this specific to ...