Manage

To Create, Edit and View Locations/Cost Centers

  1. Click Manage on the navigation bar

  2. Select Locations, previously created Locations and Cost Centers are displayed.

  3. Click the Add Locations |Add_Location.png| button and the Add New Location page is displayed:

    • Enter a Name

    • Enter a Code (three initials of the Location/Cost Center Name)

    • Is a Department button to indicate if Location created is a Cost Center (On/Off)

    • Treat Department as Location button to indicate if the Cost Center is to be treated as a location (On/Off)

    • Auto Generate Requisitions to Meet Par Levels button to indicate if Requisitions need to be automatically created for selected Location/Cost Center once stock counts are updated (On/Off)

    • Show in Consumption Report button to indicate if Location/Cost Center should show in the Consumption Report (On/Off)

    • Show in Stock Count button to indicate if Location/Cost Center should be displayed on the stock count list page (On/Off)

    • Is Stock Counted (On/Off)

    • Show in pou grid (On/Off)

    • Select Requisition to Location

    • Issue to Location

    • Update button to create the Location/Cost Center

    • Location List button to return to Shelves Main Page

    • Edit Edit_Button.png button to update Location/Cost Center info

      Edit_Location.png

To Create, Edit and View Shelves

  1. Click Manage on the navigation bar

  2. Select Shelves, previously created Shelves are displayed.

  3. Select the Outlet and Location or Cost Center you would like to create the shelf in.

  4. Select the Add Shelf Add_Shelf.png button and the Add New Shelf page is displayed:

    • Enter a Name

    • Select another Location/Cost Centre (if required)

    • Update button to Create/Update the Shelf

    • Delete button to Delete the Shelf

    • Shelf List button to return to Shelves Main Page

    • Edit Edit_Button.png button to update Shelf info

      Edit_Shelf.png

To Create, Edit and View UOMs (Unit of Measure)

  1. Click Manage on the navigation bar

  2. Select UOM, previously created UOMS are displayed.

  3. Select the Add UOM Add_Uom.png button and the Add New UOM page is displayed:

    • Enter UOM Name

    • Enter Case Total (if applicable)

    • Update button to Create/Update UOM

    • Disable button to make UOM inactive

    • UOM List button to return to UOM Main Page

    • Search bar to search for UOM

    • Edit Edit_Button.png button to update UOM info

      Edit_Uom.png

To Create, Edit and View Types

  1. Click Manage on the navigation bar

  2. Select Types, previously created Types are displayed.

  3. Select the Add Type Add_Type.png button and the Add New Type page is displayed:

    New_Type.png

    • Enter Type Name

    • Select Department GL Account

    • Select Meta-Type (if required)

    • Enter Default GL Codes

    • Enter Default Expense Class

    • Show in Consumption Report button to indicate if the Type should be displayed in the Consumption Report (On/Off)

    • Is Service (On/Off)

    • Enter GL Code per Outlet (if required)

    • Enter Expense Class per Outlet (if required)

    • Update button to Create/Update the Type

    • Delete button to Delete the Type

    • Type List button to return to Types Main Page

    • Edit Edit_Button.png button to update Type info

Note: To add Sub-types to various Types, click on the Add Sub-Type Add_Subtype.png button. To view Sub-types linked to Types, click on the Type name and all Sub-Types previously created are displayed.

Edit_Type.png

To Create Edit and View Departments

  1. Click Manage on the navigation bar

  2. Select Types, previously created Departments are displayed

  3. Select the Add Department Add_Department.png button and the Add New Order Type box is displayed:

    New_Department.png

    • Enter Department Name

    • Enter Department Code

    • Select an Excess Cost/Quantity Authorizer

    • Skip user authorization (Yes/No)

    • Sequential authorization (Yes/No)

    • Select a Department Authorizer

    • Update button to Create/Update the Department

    • Delete button to Delete the Department

    • Type List button to return to Types Main Page

    • Edit Edit_Button.png button to update Department info

      Edit_Department.png

To Create, Edit and View Vendors

  1. Click Manage on the navigation bar

  2. Select Vendors, previously created Vendors are displayed.

  3. Select the Add Vendor Add_Vendor.png button and the Add New Vendor page is displayed:

Vendor Basics

  • Enter Vendor Name

  • Enter Source ID (if required)

  • Enter V.A.T. Number (if required)

  • Enter Phone Number (if required)

  • Enter Fax Number (if required)

  • Enter Email Address (if required used to email Purchase Orders to Vendors)

  • Enter Vendor Address (if required)

  • Enter Website (if required)

  • Overseas (On/Off)

  • CSR (On/Off)

Vendor Codes

  • Enter Default Vendor Code

  • Enter Vendor Code per Outlet

Vendor Name Aliases

  • Enter Vendor Name Aliases per Outlet

Vendor Status

  • Last Modified Department

  • Update button to Create/Update Vendor

  • Disable button to make the Vendor inactive

  • Vendor List button to return to Vendors Main Page

  • Search by Vendor Name

  • Search by V.A.T. Number

  • View Disable Vendors

  • Edit Edit_Button.png button to update Vendor info

    Edit_Vendor.png

To Edit Miscellaneous

  1. Click Manage on the navigation bar

  2. Select Miscellaneous

Currency Conversions

  • Auto-update (Yes/No)

  • Select a Base Currency

  • Select a Foreign Currency

  • Selected by default (currency)

  • Enter Currency Rates (if required)

    Edit_Currency.png

Terms of Services

  • Add terms of Services to Export (Yes/No)

  • Edit Terms of Service

  • Update button to save configurations

    Edit_TOS.png