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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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 months ago by Peter van Driel