Functional User Manual

This Wiki is read-only for reference purposes to avoid broken links.

Sales Processes

• Raising a quotation or proposal
• Recording orders
• Sending the goods or performing the services
• Invoicing the customer

Purchase Processes

• Raising a purchase requisition from a catalogue
• Issuing a purchase order
• Receieving goods and services
• Receiving supplier invoices.

Inventory Processes

• Tracking inventory
• Replenishing warehouses
• Multiple warehouse sites and locators
• Stock movements
• Shipping

Accounting Processes

• Period and year end
• Financial and managament accounting
• Charts of accounts
• VAT/TAX/IVA
• Reporting for other regulatory bodies

Performance Measurement allows you to:

• define a series of measures
• record your performance against those measures
• set targets for your measures
• track your performance versus the targets

Migration from other business systems

Such as:

• Sage Line 50
• Navision
• MYOB
• Quick Books

Data that needs updating from time to time

Exchange Rates

• HMRC (UK) VAT Exchange Rates
• Group Reporitng Exchange Rates - distributed by your corporate head office

Payroll

United Kingdom

• HMRC Tax Rates (PAYE) and National Insurance (NI)

Deprecition Rates

• HMRC Tax Depreciation Rates