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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 value is necessary. If a discount percentage is entered, the discount price will be calculated. If a discount price is entered, the discount percentage will be ca...
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 one of the selected order lines and select the desired status. It is possible to convert all order lines with the same status to the next status by u...
How can I check the status of my order?
There are two types of statuses in MXSuite: Order status Order line status An order status can contain multiple order line statuses. For example, an order with the status 'Open' may contain the following order line statuses: Pending supplier prices...
How can I see the progress of an order line?
Right-click on an order line and select View progress details...
How do I create a backorder?
When an order has not been delivered in full, a backorder can be created for the non-delivered parts. Mark an order line as Delivered (status name depends on the configuration). Enter the number of delivered parts and any additional delivery comments. Cl...
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 selected order line and select Select supplier... Select the suppliers used for the order line by using the buttons < and > Click on Save & close.
How do I copy an order?
Right-click on the order you want to copy Select Copy... Select the location you want to copy the order to, from the dropdown. Click Save & close. You may receive a warning when copying an order, if the part in the order is not linked to the destinatio...
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 paragraph How do I add a document to an order line? If you want to send the image with the order, tick the box in front of the image under the header E-mail.
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... Complete all required fields. In the middle column, select the user groups that can view this new category and assign the desired rights. In the right column, se...
How do I copy a category?
Right-click on the category and select Copy. Select the location you want to copy the category to. Right-click on the category and select Paste. A new category will be created with the copied documents. The pop-up window shows how many documents and categ...
How do I assign roles to categories?
Right-click on a document category and select Edit... In the central column (visible for user groups) you can select a role per user group.
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 the document will be automatically generated based on the chosen document. In the right column, select the locations for which the document should be visible. C...
How do I create a template?
Click on Administration in the sidebar. Select Documents. Select Templates. In the screen Manage templates, click on New... You can now enter the basic information from the new template. Click on to link the document. Enter the Name for the template. ...
How do I edit a template?
Right-click on the template and select Edit template... The template can now be edited in an external editor Save the file in the external editor and close the editor
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 required fields. Select the location in which the document has to be visible. Click on Save & close to create a document based on the template.
How do I complete a form?
Click on New form and select the desired form. Enter at a minimum the mandatory fields. Select the location(s) where the form should be displayed. Click on Save and close to create the form. Enter at a minimum the mandatory fields. Click on Save & close...
How do I make a form ‘read only’?
Right-click on the form. Select Edit properties... Select the option Is closed. You may find that the option Is closed is not visible after step 2. In that case, click on More details >> and go to step 3. Only users with the authorization Allowed to re...
How do I delete a document?
Right-click on the relevant document in the document list and select Delete... Select the location from which the document should be deleted. Click on Ok. Choose Select all to delete the document from the office version as well.
What is the difference between duplicate and copy?
When you duplicate a document or category, they can only be copied in the same category. When you copy a document or category, you can also copy them to another category.
How do I obtain editing rights?
To prevent discrepancies in the content of a document, an editable document cannot be edited at multiple locations at the same time. This means it can either be edited in the office or on the ship. If the menu option Edit document is not available, editing rig...