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Complete Guide to Work Hour Reporting
General Work hour reporting is a process that utilizes few functions to provide easy to use reporting system. In this guide, we provide all the needed parts in one instruction page. This covers how to use specific parts of the system when doing work hour reporting. You can always find out more about the specific […]
Price Books
General With the price books, you can define customer-specific prices for certain products. This way the prices of the products added to e.g. an invoice are updated automatically according to the price book based on an agreement with the customer. The price books have their own module, Price Books. Start Price lists have their own […]
Product Select Popup Customization
Product Select Popup Customization The categories and fields shown in the product select popup can be determined in the settings. The fixed categories of the products can be used in the popup, and this way you can use both the Search field and the categories to filter the products. The product select popup customization can be […]
Products
General The products module represents everything billable. These can be products with stock, products with unlimited stock, and even things like work hours. Products are used in multiple functions and there are multiple settings available for each type of product. Products can also be offered at different prices for certain customers by using price books. […]
Stock Tracking
Stock Tracking Introduction It is possible to keep track of the quantity of your products by setting them stock tracked. When stock tracking is activated for a product, purchase orders will increase and sales orders decrease the amount of the product in stock. You can also for example have the CRM system notify the vendor […]
Tax Calculations
Managing Tax Calculations You can manage tax calculations for offers, sales orders and invoices by clicking Settings → Tax Calculations. The taxes saved in the system are shown in the Tax calculation’s main view (see the picture below). The tax can be activated or disabled by clicking the checkbox on the tax row. The tax rate and […]