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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...
How do I use Incoterms in my order?
The international Incoterms are used to determine the rights and duties of buyers and sellers dur...
How do I add documents to an order line?
You can add documents per order line. Click on + in front of the order line. Click on New to ...
How do I create a purchase order?
Click on New purchase order... Enter a search term in the column own code and click on to ope...
What is the difference between the types of orders?
Different orders can be created in the module Purchase. A purchase order allows you to order pro...
How do I link a form to a drill?
Select Edit... for the desired drill. Within the Forms tab selected the desired forms. Click ...
How do I mark a drill as done?
Double-click the time bar of the completed drill or right-click on the drill and select Complet...
How do I change the ordering of the drills?
Right-click on a safety drill and select Reorder safety items... Select a safety drill and use...
How do I reorder categories?
Navigate to Safety within the Administration module. Right-click on a category and select Reor...
How do I add a new drill?
Click on New... Complete all required fields. The Start period is the timeframe in which the ...
How do I create a new category?
Select the module Administration and choose Safety. Click New... to add a new category. Fill ...
What does the fixed interval option do?
The fixed interval option can be selected when you create a: maintenance task. safety drill. ...
What does the fixed interval option do?
The fixed interval option can be selected when you create a: maintenance task. safety drill. ...
How do I email certificates?
Click on Email... Select the email you want to send. You can select all certificates and all a...
How do I copy all certificates in a category?
Right-click a certificate category and click Copy... Select the location where you want to cop...
How do I mark a survey as completed?
In the timeline of the certificate you want to extend, double-click on the symbol (this is only...
How do I reorder certificates?
Right-click on a Certificate and select the option Reorder certificate items... Select a certi...
How do I reorder categories?
Right-click on a Category and select Reorder certificate categories... Select a category and u...
How do I create a new certificate?
Click on New. Select the Certificate type. Annual: A survey will be planned annually for th...
What do the symbols mean?
Symbol Explanation The green ball indicates that a survey or certificate needs to b...