This menu contains all the lists that are used throughout the system.
To view or edit a list, select the module in the left menu where the list applies.
The product contains the lists for: Collection, division, group, product type, product status, season, labor, selling price lists, product instructions and all the perso lists for the products.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The fabric contains the lists for: Fibers, fabric type and all the perso lists for the fabrics.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The component contains the lists for: component type and all the perso lists for the component.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The company contains the lists for: Territories, company category and company priorities and all the perso lists for the Company.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
Since the priority list order is important, an insert item feature allow you to include a new priority within the current list. Items at the top of the screen have greater priority.
The individual contains the lists for: Greetings and all the perso lists for the individual.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The order contains the lists for: terms, shipment method and all the perso lists for the orders.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The utilities contain the lists of countries and the footer annotations.
To view a list, select it from the drop down at the top of the screen.
You can add list entries by using the Add button.
To edit list entries, select an item of the list and press on the edit button.
Delete an unused entry with the delete button. If an entry has been used, you can inactivate it in edition.
The countries possess an ISO code of 2 characters. While this code is optional, it is used in exportation.
The calendars are used by the system to calculate the different dates and durations.
They include a code, a name, the working days and working hours.
A default calendar is defined at all times to allow calculations throughout the system. You cannot delete the defaut calendar.
The footer annotation consist of small text that are included when you print the various entities. Note that the footer annotations does not print in the reports.
The annotations are linked to an entity and possibly a country, language and currency.
When you print your documents and select the "print footer" option, the best match in your active footer annotation will be printed. The footer with the most parameters will be printed.
The section contains all the size ranges.
This screen possesses two different parts. The top part contains all the size ranges (Their name and active status) while, on a size range selection, the bottom part show all the sizes in the selected size range.
You can add size ranges by using the Add button.
To edit list size ranges (name or active status), select a size range from the list and press on the edit button.
Delete an unused size range with the delete button. If a size range has been used, you can inactivate it in edition.
To modify the sizes within a size range, select the size range to display the size information. You can now use the add, insert edit or delete function.
The add button add a new size at the end of the current range
The insert size insert it above the selected size.
The edit and delete range functions work like the size range functions.
You cannot change the number of sizes if the size range has been in use.
A size range must possess at least one size before he becomes available for new products.
The specification library is a tool to create the product specifications easier.
When you add a specification, you enter not only his name, but possibly his unit, number of sizes and sample index. Upon selection of the number of sizes and sample index, you can modify the values from the list.
The usage of a specification is simple:
In a product with a sample index defined, when modifying a specification, use the “Apply specification from library” option.
The specification library will then be applied on the number given at sample index.
If the number of sizes does not match, the sample indexes are put together. The specification value is then added or subtracted from the sample index.
For example:
Applying a specification of -0.5, -0.25, 0, 0.25, 0.5 on a value of 5 will give a result of 4.5, 4.75,5, 5.25, 5.5
The activities are used by the projects. They are the actual projects contents. To harmonize and to minimize the data entry, this list is populated with activities that contains default values.
When you add an activity in a project, all information will be copied, but will still be editable.
The functions works exactly like a regular list, but each activity contains informations about cost & time measurements and also about responsible user and suppliers.
The care instruction list works like regular list, but it contains two descriptions instead of names and one image. You can use the descriptions for different purposed such as setting two different languages.
The image is an image related to the care instruction. View or modify it by selecting the options at the end of the lines.
The currency list works like regular list, but the entered information is different:
Name: The name or symbol of the currency. For example: USD or US$ for American dollars.
Exchange rate: The exchange rate, to achieve the default currency of the system. For example, the exchange rate for 1 US$ to become CD$ would be 1.3000.
Receivable account: for the accounting system
Revenue account: for the accounting system
Shipment account: for the accounting system
Discount account: for the accounting system
Similar to the size range, the tax contains two different sections.
You can add or edit a tax from the top portion of the screen. Delete a tax if it never has been used, or inactivate it in edition.
On a tax selection, its items are displayed at the bottom of the screen. Since the order of the taxes is important, there is also an insert function that allows you to insert a tax item before the selected tax item.
Tax items are applied to an amount from top to bottom. An item can be taxable, i.e. the tax amount is added to the initial amount for subsequent tax calculations.
For example:
We apply a tax of 10% (taxable) followed by a tax of 15% on a 100$ amount. We have 10$ for the first tax and (100 +10) * 15% = 16.5$ for the second tax, for a total of 126.5 $. If the first tax were not taxable, it would have been 10$ for the fist tax and 100*15% = 15$ for the second tax, for a total of 125$.
The commission list works like the size range and tax lists. When you select a commission group, its items are displayed for modifications.
Commission items include two information
The commission rate represents the actual rate for the sales representative commission.
The until value indicate the percentage of discount to achieve for the percentage to become invalid.
For example:
We have this commission rate: 10% until 10%, 5% until 30% and 2% until 50%.
For 200$ at 10% discount: 200*10% = 20$ of commission.
For 200$ at 15% discount: 200*5% = 10$ of commission.
For 200$ at 35% discount: 200*2% = 4$ of commission.
For 200$ at 60% discount: 200* 0% = 0$ of commission.
In the product, fabric, component, company, individual and order list menu, there are user-defined lists. Initially they are labelled as “XXXX Perso List Y”.
You setup them in the administration menu. Once the setup is done, you can populate the lists as if it were a normal one.
This option, available only when the warehousing is enabled on the system, allows you to define your warehouse and the bins included in those warehouses.
The screen is divided into two sections, the warehouse section and the bin section. When you select a warehouse, all it's bins are displayed. Use the usual functions to add, edit or remove a bin. You can also generate multiple bins using simple rules. Enter the number informations and the number of bin to generate and press on save to create automatically a huge set of bins.