Recently Updated Pages
How do I delete a document?
Right-click on the relevant document in the document list and select Delete... Select the loca...
How do I make a form ‘read only’?
Right-click on the form. Select Edit properties... Select the option Is closed. You may fi...
How do I complete a form?
Click on New form and select the desired form. Enter at a minimum the mandatory fields. Selec...
How do I create a document based on a template?
Click on New template document. Select a template from the drop-down menu. Complete all requi...
How do I edit a template?
Right-click on the template and select Edit template... The template can now be edited in an e...
How do I create a template?
Click on Administration in the sidebar. Select Documents. Select Templates. In the screen Ma...
How do I create a new document?
Click on New document. Click on to select the document. Enter or edit the Name. The name of...
How do I assign roles to categories?
Right-click on a document category and select Edit... In the central column (visible for user ...
How do I copy a category?
Right-click on the category and select Copy. Select the location you want to copy the category...
How do I create a new document category?
Click New Category... or right-click on an empty part of the tree structure and select New... ...
How do I send an image of a part with the order?
If there is not yet an image linked to the part, add it following the instructions in the parag...
How do I copy an order?
Right-click on the order you want to copy Select Copy... Select the location you want to copy...
How do I link a supplier to an order line?
Open a product order. Select the order lines you want to link to a supplier. Right-click on a...
How do I create a backorder?
When an order has not been delivered in full, a backorder can be created for the non-delivered pa...
How can I see the progress of an order line?
Right-click on an order line and select View progress details...
How can I check the status of my order?
There are two types of statuses in MXSuite: Order status Order line status An order statu...
How do I change the status of multiple order lines?
Open a purchase order. Select the order lines to be moved to another status. Right-click on o...
How do I enter the discount for an order?
Open an order Enter the percentage or the discount price. Click on Save & close. Only one...
How do I change the exchange rate in an order?
Open a purchase order. Select the desired order line and click on the 3 dots (...) Click on S...
How do I add the expected delivery date to an order line?
Open a purchase order. Open the Suppliers tab. Scroll to the right and click the cell Deliver...