To turn an order from the Hospitality module into accounting documents, the system described in this guide follows these steps: Payment of the order in the POS, performed for each order. Invoices can also be issued for the products sold after the fiscal receipt; Run Goods Issue Reconciliation (Sales -> Production) STEP 1 (job) breaks … Read more
To migrate from the ExpreSoft POS system to ERP Core, follow this procedure: Stock balance Generate a balance for each warehouse in MASTER and export the balances as XLS. You can also export closing stock, as the relevant values are the same. Steps to follow Select the date or interval in the bottom-right corner; Select … Read more
ERP Install Release notes This manual is valid for the .NET 5 version of the ERP system. If you updated the .NET version, you might be able to use newer OS versions. The system was tested and works on Linux Ubuntu 20.04. It might work on other Linux OS versions or flavors but it has … Read more
The waiters and other mobile staff can create orders from the Mobile POS screen. The screen can be accessed from any mobile phone’s browser and provides a simplified interface of the main POS screen. The UI is optimized to be used in a small screen environment and has limited functionality. After an order is created, … Read more
The manufacturing screen is used on the production line to inform the worker what products need to be produced. This is integrated with the POS system of the Hospitality plug-in but can be used in other situations also. The user can use the touchscreen (or mouse) to confirm various states of the order (in production, … Read more
General presentation The HR main screen is a custom UI app that provides a user-friendly interface for the main HR tasks. Certain portions or functionalities can be accessed by assigning the proper roles to the users. In this screen the HR user can for example: Add/Edit employees; Set the employee’s role, title, employment data etc.; … Read more
Database Cloning During the development of an ERP system, you will need a testing environment. You can create one for scratch, but most of the time you would need some real test data. If you have a production system, you can clone its database, but not all data. This document explains the procedure to clone … Read more
If you need to execute an Inventory Count, you can use the last Goods Stock Balance to generate an Inventory Count. You need to generate one document for each Warehouse. After you generate the Inventory Count documents, you can edit them the same way you edit a Goods Receipt. The inventory document will be generated … Read more
If you have an Admin role, you can configure the roles and users from the Admin tools: Admin -> Tools -> Roles and Admin -> Tools -> Users. Each of these roles have different responsibilities and levels of access. Certain UI elements can be active or inactive according to the current user’s role. The main user … Read more
You can automatically import the initial stock in the system using the provided importing tool. The old stock must be exported in CSV format. The provided tool helps matching old stock product names with the products in the system. In order increase the chance of product name matching, the product’s names should be as close … Read more