PFIM has a serial number management module. To ensure all history is tracked properly you need to ensure the correct serial numbers are linked to the correct Job cards. You also need to manage transfers and issues to ensure your units are correctly allocated to both jobs and customers. Every unique serial number is a […]
Author: peritus
Avast Sandbox
Job Card Screen
Job Card Screen: Save Job Card data – The disk is available if you have access to edit the grid directly this should not be done in stock controlled environments. Insert and delete row – These buttons are available based on users access to edit the grid, this will add an additional row or remove […]
Purchase Orders
Well Purchase Orders is a huge part of any organisations procedures. Our Purchase Order screen is very customisable and has a huge amount of settings that can affect how it would look in your organisation. Applying Overall Discount To Items On A Purchase Order The following procedure must be applied when Discount is received on […]
Routine Procedures
The Routine Procedures Menu: The Accounts Procedures Screen allows the user to: open or close financial periods to postings by double clicking on the cell concerned setup the financial calendar recalculate figures for modules The Recalculate Debtors Procedure: When in Recalculate Debtors selecting the green tick will recalculate selected debtors based on the date selection […]
Contacts
How to get here: You select the Contacts button from the Main Menu Contacts Search Screen: In the search filter you can capture any part of a contacts name or phone number. Select Names or Phone Numbers radial box. Select Search . You are then displayed a list of contacts, select the contact required and […]
Additional Modules Menu
How to get here: You select the Modules button from the Main Menu Additional Modules Menu: The Additional Modules Menu provides access to a number of areas in the program unaccessable from the Main Menu. Job Costing Bills Of Materials Quotes Foreign Exchange Contract Billing Serial Numbers Contracts
Main Menu
Here we are able to access all areas of the program and the text menu’s which hold many additional options are always available when the main menu window is active. Note:Clicking on the menu items will take you to areas with more detail on that option. (** AT THIS TIME WE ARE STILL ADDING PAGES […]
User Access
The user access settings User Creation: To add a user select the create new user button. You will then be prompted to capture the branch code, user name and password. User Deleation: Open the user to be deleted then select the Delete User button. You will be prompted to confirm user deletion. after which […]
System Setup Screen
How to get here select Setup – Program Setup – Setup System Defaults and Options . The System Tab: The System Setup Screen is where you specify details about your accounting system and select system defaults and system settings. Debit Trade Discount Account – if this check box is checked then every time trade discount […]