Documentation

General

• File Storage

Items

• Items for Materials
• Manufacturing Templates of an Item
• Product Availability
• Items for Other Costs
• Items for Subcontract Jobs
• Items for Machine Time

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Partners

• Partner Card

Sales Orders

• Sales orders - Basics
• Creating a new sales order
• Sales order scheduling (MRP)
• Advance payments / payment schedules
• Selling a make-to-order manufactured item (Dedicated work orders)
• Credit Checking

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Sales - Optional Extensions

• Sales Quotations
• Product Tracking
• Agreements
• Projects
• Sales Forecasts
• Projects

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Purchasing

• Purchase Orders
• Making a new version of a purchase order
• Cancelling a purchase order

Purchasing - optional extensions

• Supplier Quotations
• Automated Purchase Order Generation

Warehouse - Transactions

• Dispatch Sales Orders (Shipping)
• Receive Purchases
• Receiving Lines using a Barcode Scanner
• Customer Returns
• Direct Sales
• Direct Sales - Using Barcode Readers, Receipt Printers and Cash Drawers

Warehouse Management

• Stock Change
• Material Transfer Between Warehouses
• Storage Bays

Traceability

• Lot tracking
• Serial Numbers

Production

• Production Work Orders
• Create Multiple Work Orders
• Service Work Orders
• Scheduling
• Production Planner
• Work Cells

Production - Work Time

• Work hours
• Time Clock
• Time Clock - Management View

Invoicing

• Purchase Invoices
• Sales Invoices

Admin

• User Settings
• Licensing
• Drop Down Lists and User Rights