Data

Why are there mandatory fields?

Why do I need the nominal budget?

How do I set up currencies?

Can I set up a default currency?

What is a nominal code?

How do I set up nominal codes?

What if I need to amend a nominal code?

What is a tax group?

What is a tax code?

What do I do if the VAT rate changes?

Can I re-export a batch of transactions?

What does ‘standard invoice’ mean?

What is NRC used for?

How do I create an NRC?

What are Logistics categories used for?

How are Logistics categories created?

What are Transport categories used for?

How are Transport categories created?

What is GST?

How to add a customer GSTIN number

How do I manage my own account?

How do I change my password?

How do I view my log on history?

How do I add an electronic signature?

What is the Printers tab for?

How do I see who is online?

Can I send a message to other users?

Where do I enter my company information?

How do I upload FAIR or PPAP templates?

How do I upload my company logo?

How do I update my company logo?

How do I add my company address(es)?

How do I set up Sage Integration?

How do I add a new customer?

How do I amend an existing customer?

How do I change a customer name?

How do I prioritise a customer?

How do I add a new supplier?

How do I amend an existing supplier?

How do I add multiple supplier contacts?

How do I set a supplier’s currency?

What is order type?

What are the export settings?

What is order type?

What is a release approval?

How do I add/amend a release approval?

What is a fault code?

What is a fault code family?

What is a condition of supply?

How do I create a Condition of Supply?

What are supplier approval statuses?

What is the QMS section for?

How do I add documents to the QMS?

Who can access the QMS?

Who can edit QMS documents?

What is the buffer time used for?

How do I set buffer times?

How do I create a Production Department?

Who can create/manage user accounts?

How do I create/manage user accounts?

How do I change/reset user passwords?

How do I view user log on history?

How do I view/amend user privileges?

How do I make a user inactive?

What is a user role?

Who can create/manage user roles?

How do I create/manage user roles?

What if we use shift patterns?

What is the skill section for?

How do I create a skill?

What are skill levels used for?

How do I create a skill level?

How do I create a skills matrix?

What is a Time Sheet Category?

How do I create a Time Sheet Category?

What are Units of Measure used for?

How do I create a Unit of Measure?

What are Pricing Units used for?

How do I create a Pricing Unit?

How do I create a Precious Metal?

How do I add Precious Metals values?

What is the Colour field used for?

What are Categories for?

How do I create a Category?

What is an internal spec?

How do I create an internal spec?

What is the material spec used for?

How do I create a new material spec?

How do I create a new operation?

How do I amend an existing operation?

What is an operation note?

How do I add an operation note?

What is the Machine / Plant register?

How do I record Machine / Plant use?

Why do I need subcontract operations?

How do I create a subcontract operation?

What are Locations used for?

How do I create a Location?

How do I create a new stock item?

How do I amend an existing material?

What do the different categories mean?

What does form mean?

What does an MOQ do?

How do I record cost price breaks?

What is the Tooling register?

What is a Test Method?

How do I create a Test Method?

What is the print setting for?

How do I create a new route?

How do I amend an existing route?

Why can’t I amend a route?

How do I link a part to a route?

How do I add an operation to a route?

What if the note I need isn’t listed?

How do I copy a route?

How do I delete an operation?

How do I create a BOM?

How do I create an assembly?

How do I add tooling to a route?

How do I create a new part?

The Route tab of the part screen

The BOM tab of the part screen

The Price tab of the part screen

The Subcontract tab of the part screen

The Log tab of the part screen

The FAIR/PPAP tab of the part screen

The Extended Detail tab of the part screen

The Test Req tab of the part screen

The Communication tab of the part screen

How do I amend an existing part?

What do I do if a part is up issued?

What does an EOQ do?

How do I link a route to a part?

How do I record sales price breaks?

How do I view FAIR batch details?

How do I view FAIR batch details?

Why can’t I use a route?

Why can’t I amend a route?

What does approving a route do?

How do I approve a route?

Who can approve a route?

What is a Written Instruction?

How do I create a Written Instruction?

What is an Acceptance Standard?

How do I create an Acceptance Standard?

What is the Drawing Registry?

What is Core Size used for?

How do I create a Core Size?