Processes

A process is a chain of documents that crosses areas: a sales order becomes a delivery in Inventory, an invoice in Receivables and a collection in Cash and bank. Each page below walks one chain, screen by screen, says what each step posts, and lists the common mistakes.

Company setup

Set up a new company

From an empty installation to a company whose users can sign in and save their first documents.

Sales

Turn a customer's order into cash

Quotation, sales order, picking and issue, invoice and collection, with the export and return variants.

Purchasing

Buy from a vendor, from requisition to payment

Requisition, quotations, purchase order, import shipment, receipt, vendor invoice and payment.

Products and manufacturing

Plan and produce

Plan, materials, manufacturing order, release, confirmation and cost settlement.

General ledger

Close the month

From a month of open postings to a closed period with a checked trial balance and statements.