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How do I use Incoterms in my order?

Purchase

The international Incoterms are used to determine the rights and duties of buyers and sellers dur...

Updated 8 months ago by Peter van Driel

How do I add documents to an order line?

Purchase

You can add documents per order line. Click on + in front of the order line. Click on New to ...

Updated 8 months ago by Peter van Driel

How do I create a purchase order?

Purchase

Click on New purchase order... Enter a search term in the column own code and click on to ope...

Updated 8 months ago by Peter van Driel

What is the difference between the types of orders?

Purchase

Different orders can be created in the module Purchase. A purchase order allows you to order pro...

Updated 8 months ago by Peter van Driel

How do I link a form to a drill?

Safety

Select Edit... for the desired drill. Within the Forms tab selected the desired forms. Click ...

Updated 8 months ago by Peter van Driel

How do I mark a drill as done?

Safety

Double-click the time bar of the completed drill or right-click on the drill and select Complet...

Updated 8 months ago by Peter van Driel

How do I change the ordering of the drills?

Safety

Right-click on a safety drill and select Reorder safety items... Select a safety drill and use...

Updated 8 months ago by Peter van Driel

How do I reorder categories?

Safety

Navigate to Safety within the Administration module. Right-click on a category and select Reor...

Updated 8 months ago by Peter van Driel

How do I create a new category?

Safety

Select the module Administration and choose Safety. Click New... to add a new category. Fill ...

Updated 8 months ago by Peter van Driel

How do I add a new drill?

Safety

Click on New... Complete all required fields. The Start period is the timeframe in which the ...

Updated 8 months ago by Peter van Driel

What does the fixed interval option do?

Safety

The fixed interval option can be selected when you create a: maintenance task. safety drill. ...

Updated 8 months ago by Peter van Driel

What does the fixed interval option do?

Assets Tasks

The fixed interval option can be selected when you create a: maintenance task. safety drill. ...

Updated 8 months ago by Peter van Driel

How do I email certificates?

Certificates

Click on Email... Select the email you want to send. You can select all certificates and all a...

Updated 8 months ago by Peter van Driel

How do I copy all certificates in a category?

Certificates

Right-click a certificate category and click Copy... Select the location where you want to cop...

Updated 8 months ago by Peter van Driel

How do I mark a survey as completed?

Certificates

In the timeline of the certificate you want to extend, double-click on the symbol (this is only...

Updated 8 months ago by Peter van Driel

How do I reorder certificates?

Certificates

Right-click on a Certificate and select the option Reorder certificate items... Select a certi...

Updated 8 months ago by Peter van Driel

How do I reorder categories?

Certificates

Right-click on a Category and select Reorder certificate categories... Select a category and u...

Updated 8 months ago by Peter van Driel

How do I create a new certificate?

Certificates

Click on New. Select the Certificate type. Annual: A survey will be planned annually for th...

Updated 8 months ago by Peter van Driel

What do the symbols mean?

Certificates

Symbol Explanation The green ball indicates that a survey or certificate needs to b...

Updated 8 months ago by Peter van Driel

How do I reorder the details?

Assets general

Right-click on a detail and select Reorder attributes... Select a detail and use Move up and M...

Updated 8 months ago by Peter van Driel