Fix - Order lines missing value on screen after quote is allocated #Build3485
When a #quote with 'Part Order' was set to No and the quote was allocated, some of the order line values were not displaying on screen. ...
Learning and Support for Merchanter ERP
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Ian Oldrey
- Mar 26, 2021
- 1 min
How to add Sales Targets
In Merchanter #Super and #Prime users can set Sales Targets. These monthly targets can be by Turnover ex. VAT, Turnover Inc. VAT, or...
Ian Oldrey
- Mar 23, 2021
- 1 min
How to Edit Products - Archiving Products
These can be removed from the database by setting them to ‘Archived’ as a status. You can either edit individual products, or use the...
Ian Oldrey
- Mar 17, 2021
- 1 min
Quote check when making a sale
When adding a sale for a customer the system will check if there are any live quotes for this customer for the current product. If there...
Ian Oldrey
- Mar 15, 2021
- 1 min
End of Day Cash Drawer function for Pro users
The End of Day #CashDrawer operation is now available for Pro as well as Super and Prime users. Setting up User to run End of Day In...
Ian Oldrey
- Mar 14, 2021
- 1 min
Exporting Table Data to Excel
When working on tables (grids) of data in Merchanter, the contents of the table can be exported to #Excel with a single button. By...
Ian Oldrey
- Mar 14, 2021
- 1 min
Setting the Invoice Date (Build 3438)
When either generating cash sale invoices or running a credit invoicing batch, there is a ledger (company) setting to determine which...
Ian Oldrey
- Mar 14, 2021
- 1 min
On Costs on Forward Contracts in Contract Currency (Build 3438)
When placing a #ForwardContract the #OnCosts can each be built in their own #currency. The total of the On Costs will be converted into...
Ian Oldrey
- Mar 13, 2021
- 1 min
Same Product from Multiple Stock Sources (Build 3438)
When placing a #SalesOrder you can enter the same product on multiple lines. Each line can then select a different #StockSource (from...
Ian Oldrey
- Mar 13, 2021
- 1 min
Purchase Order below Supplier Minimums (Build 3438)
When placing a #PurchaseOrder or a #SalesOrder with linked purchases the system will highlight if the order is below the #Supplier...
Ian Oldrey
- Mar 13, 2021
- 1 min
Setting Total Purchase Line Value (Build 3438)
When building a Purchase Order or Froward Contract, you can either set the price per item/unit of measure, or you can set the total line...
Ian Oldrey
- Mar 13, 2021
- 1 min
Buyer limits on Purchase Orders (Build 3438)
When placing purchase orders any user can build a Draft Purchase Order of any value, but if the value is above their purchase limit, a...
Ian Oldrey
- Mar 13, 2021
- 1 min
Stock Count Quick Product Check (Build 3438)
When doing a stock count you can now do a quick check of the product details by clicking the blue product code. This presents a product...
Ian Oldrey
- Mar 13, 2021
- 1 min
Cost Prices Hidden from Junior Users (Build 3438)
User Roles can be set to hide cost prices from view. This includes: 1. Main dashboard timeline 2. Users personal activity feed 3....