intERP - Business Transactions

Overview:  As usual, you have two different options to get an overview of your proposals. To see the overview of sales order click on " Commerce " from the header menu  then from the left menu  items you can click on   " Commercial proposals "  s...

Create Commercial proposal: To create a proposal click on " Commerce -> Commercial proposals -> New proposal ". Fill out all necessary details, especially the third party and the contact, as well as payment details, shipping details, currency etc...

Overview:  To see the overview of sales order click on " Commerce " from the header menu,  then from the left menu items you can click on  " Sales order "  section .  You can see some statistics on the page along with some data which is been proce...

Creating  sales order : To create a proposal click on  "Commerce -> Sales orders -> New order" . Fill out all necessary details, especially the third party and the contact, as well as payment details, shipping details, currency etc. Click on "CRE...

Overview:  To see the overview of sales order click on "Commerce"  from the header menu  then from the left menu  items you can click on   "Contracts"   section .  To get a general statistics over view, click on " Commerce -> Contracts ". You w...

Creating Contracts: To create a contract regarding a service, click on "Commerce -> New contract". Choose a Ref. Enter the  name and most importantly a   select whether customer/vendor from the drop down menu "Third-Party". In the following, c...

These 3 tabs are the most basic tabs and holds the same functionality thorough out the ERP system  Adding Notes Under Notes Tab: The adding of notes  f or master data , sales order modules   or other modules  the procedure for adding/ updating t...

Overviews :  To see the overview of  Vendor proposals on "Products/Services"  from the header menu  then from the left menu  items you can click on  "  Vendor proposals "  section . intERP is offering three different overview areas.  Go to " P...

Creating a vendor proposal/price request : New price request : To create a new price request  go to " Products/Services-> Vendor proposal ->New price request" . Alternativity you can also create a new price request by going to " Products/Service...

Overview:  To see the overview of purchase order click on " Commerce " from the header menu  then from the left menu  items you can click on  " Purchase order "  section .  You can see some statistics on the page along with some data which is been...

Drafting an order via vendor proposals: Go to " Products/Services -> Vendor proposals -> List " and click on the vendor proposal reference name. The proposal status needs to be " Accepted ". If the proposal is not accepted, refer to the  vendor pr...

For the reception of an order, it is necessary to submit a proposal to the supplier and submit a purchase order after the proposal was accepted . For these steps, please go through the respective documentations on " Vendor proposals " and " Purch...

Overview :  To get an overview of your different processes regarding manufacturing orders, click on " MRP -> Manufacturing Orders " or on " MRP -> Manufacturing Orders -> List ".  Both will show the same content. There, you will see a listing of a...

Creating a manufacturing order: To create a manufacturing order, click on the " plus " icon in the top right corner. A more convenient way is to click on " MRP -> Manufacturing Orders -> New Manufacturing Order " Fill out the following form, espec...

Overview: Vendor Invoice : You can see some statics data on the " Billing/Payment " page  when clicked on " Billing /payment " menu as shown in the image below  : You can view the "Number of open invoices" , "Last modified invoices" , and the...

Vendor invoicing :   To create a vendor invoice, click on "Billing/Payments -> Vendor invoices -> New invoice" . The form should be somewhat familiar at that point. Fill out the form accordingly and click "CREATE DRAFT". Select a service or a pr...

Customer invoicing : The customer invoicing works essentially similar to vendor invoicing, so not everything will be covered again. There is one difference though, after you have validated the customer invoice draft. There will be an extra option ...

In this screen you will see how to create an event  to do so go to  " Agenda->Events ". You will see all the events that are added in the system as shown below : New Event :   To create a new event go to "  Events/Agenda ->Events -> New events  " ...