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What's on this page
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What are certificates
This is an optional module where the system can raise certificates of storage for items held in the warehouse, predominantly used for private customers who store fine wines within the warehouse, and give the customer confirmation of when the stocks arrived.
Do you need a license?
Yes, a license is needed to run this optional module.
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How do you use this?
When the form opens you will have the option of 2 tabs.
Certificates - Not Issued
Certificates - Issued
The forms only show shows customers who have the certificate function switched on, to enable this you need to use the customer maintenance/setupedit the Customer Analysis setting for ‘Uses Certificates’ within the Customer maintenance form.
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All fields are ready only, you can only search and then output a certificate. |
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In order to issue the certificate the user needs to have access rights for this module, they will be required to enter their username and password before the Issue buttons can be pressed.
Button Option | Action |
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Issue Certificate | This will only issue the certificate and associate it with the order. |
Issue and Export | This will issue and export the certificate as a PDF file and attached to an email or |
printed. |
Certificates - Issued
Once certificates have been issued you can search for the stock item in this tab.
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In order to search, you must enter customers code as a minimum. |
You can reprint or export the certificate , same as the options on the creationas a PDF file or print it.