Von hier aus können Lieferanten angelegt, bearbeitet  und gelöscht (sofern noch keine Buchungen vorhanden sind) werden. Jeweils für den Lieferanten, dessen Zeile gerade angeklickt wurde, können im Menü weitere Einträge gemacht werden: Lieferanten-Artikelnummer, Einkaufspreise, offene Posten, usw. Hinzufügen eines neuen Lieferanten Es gibt 2 Möglichkeiten einen neuen Lieferanten hinzuzufügen: Hinzufügen: es erscheint zunächst eine […]

Customers balances can be reconciled as follows. This method can also be used in the Vendor module.   Check the ‘Balance’ Use the navigation panel to go to Customer/Customer.  Check the customer balance in the ‘balance’ column as shown in the screenshot below.   (Click on the screenshot to enlarge).   Create a filter Go […]

A watermark is a graphic element that can be placed in the background of your invoice or other company document. Watermarks are most effective if they are created in light colours.  This way the text over the watermark is easily readable. A watermark can be a small logo or a large image, covering the whole […]

If the user is logged in to a set of accounts where the ‘Delivery note’ is set up, then they can use the navigation panel to go to Customer/Reports/Delivery note. Here the user can see a list of all delivery notes.   (Click on screenshot to enlarge).   Delivery notes can also be generated in […]

Purchase orders can be created by copying a sales order so that the exact item being sold can be purchased and ‘marked’ to the exact sales order. Use the navigation panel to go to Customer/Sales/Sales order to create the sales order. Read more about creating sales orders here. A purchase order can then be created based […]

  Two dimensions can be joined in General Ledger/Maintenance/Dimensions.  When two dimensions are joined, all transactions are ‘copied from’ the first dimension and ‘copied to’ the second dimension. The first dimension is then deleted.     Click on the ‘Join two dimensions’ button in the toolbar/ribbon shown above. Select the dimensions to be copied from/to as […]

Use the navigation panel to go to Vendor/Maintenance/Vendor layout groups. Layout groups can be used to create default layouts for invoices, bank accounts, E-mail messages etc. for vendors or purchase orders.   (Click on screenshot to enlarge).   Click on ‘Add Record’ in the toolbar/ribbon, to add a new layout group. Click on ‘Edit’ to […]

Use the navigation panel to go to Customer/Maintenance/Order groups. Order groups are used to divide individual orders into groups. These groups can be used, for example for mass updates of any specific order groups. Read more about mass updates here.  

Document messages are messages that can be inserted into the reports and notifications produced for customers. The messages can be set up to be included on various types of notification. For example, they can be set up to appear on invoices or collection letters.   When entering the text, the user can choose which type […]

To join many sales orders, use the navigation panel to go to Customer/Maintenance/Join/Join many. When ‘many’ sales orders are joined, the orders are moved from the “Copy from” account to the “Copy to” account. Use the ‘Filter’ button in the toolbar/ribbon to create a ‘Filter’ that will find the sales orders that are to be […]

  To join two sales orders, use the navigation panel to go to Customer/Maintenance/Join/Join two sales orders. When two sales orders are joined, the sales orders are moved from the “Copy from” account to the “Copy to” account.          

  Über das Navigationsmenü gelangen Sie zu Kunde / Einrichtung / Kundengruppen.  Wie der Name sagt werden ‘Kundengruppen’ verwendet, um Kunden zu gruppieren. Das kann Gründe zur Umsatzauswertung haben, Steuerung auf verschiedene Forderungskonten, automatische Kundennummerierung. Einstellung welche Erlöskonten für diese Gruppe, oder ob die Erlöskonten der Artikelgruppe verwendet werden sollen. Mit “Kundengruppe hinzufügen” wird eine neue […]