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Right-click on a safety drill and select Reorder safety items... Select a safety drill and use Up and Down to change the ordering. Click on Save & close.

Double-click the time bar of the completed drill or right-click on the drill and select Completed... Enter the drill data.   Double-click the time bar of the completed drill or right-click on the drill and select Completed.. Enter the drill data.

Select Edit... for the desired drill. Within the Forms tab selected the desired forms. Click on Save & close.

Different orders can be created in the module Purchase. A purchase order allows you to order products from stock. Free order lines are used if the product is not available from module Inventory. A local purchase order is the same as a product order, with the...

Click on New purchase order... Enter a search term in the column own code and click on to open the list of parts. Select one or more parts and click on Ok.  The selected parts will be added to the order. Order lines can be automatically added to an orde...

Click on New service order... Fill the details in the General tab. Clearly indicate the necessary service in the order lines in the tab Order lines. Click on Save & send to save the order and to forward it for further processing. Click on Save as draft to...

You can add documents per order line. Click on + in front of the order line. Click on New to add a new document or click on Link from documents... to link a document within MXSuite. If the option Email is selected, the document will be included when t...

The international Incoterms are used to determine the rights and duties of buyers and sellers during the international transport of goods.  The Incoterm of relevance to the order can be selected or changed at the top right of the order screen. When an Inco...

Open a purchase order. Open the Suppliers tab. Scroll to the right and click the cell Delivery Date for the required part. Select a date. Click Save & close. You can select multiple order lines using Ctrl or Shift.

Open a purchase order. Select the desired order line and click on the 3 dots (...) Click on Select currency... Select the desired currency.  Open the tab General. You can now change the exchange rate for this order. The exchange rate as configured in MX...

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...

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...

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...

Right-click on an order line and select View progress details...

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...

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.

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...

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.

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...

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...