Category: Uncategorized

Processing Proforma Invoices

    Processing an Invoice as a Proforma does not update any Debtors balances or Stock Issues. To process a proforma invoice for a customer, the customer must be ticked for MONTHLY CONTRACT BILLING.On the Customer Master file tick the box Monthly Contract Billing.     When Invoicing the customer a SAVE button will appear […]

RECEIVING GOODS INTO STOCK

It is logical that to receive a Stock Code into store, the Stock Code must exist in PFIM – if not create the Stock Item. Receiving Goods can be processed in 3 methods. 1. Under SUPPLIERS – This process updates the Supplier Account Balance and Increase Stock on Hand a) select RECEIVE GOODS b) select your […]

PFIM Stock Take

Stock Take Menu The Stock Take Menu allows you to take a snapshot of the stock holding in your organisation at a point in time in order to compare this with a physical stock count. Physical stock count sheets can be generated to enter the physical count on. Snapshots can be taken and stored for […]

HR Overview

PFIM HR is a perfect place to capture all staff records and it integrates with PFIM and PFIM Timesheets. First time access you can login as User Demo with a password of Demo if no users exist it will be created. Once real users have been created the demo user should be deleted. Create New […]

Working with Serial Numbers

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 […]

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 […]

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