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In addition the following items have their own pages


Tax Code Maintenance

This allows you to set up and maintain sales tax / VAT codes
It also holds information for connecting to your finance system

You can set view and edit existing Tax Codes, set the VAT rate, a description, and then check or un-check the Standard, Exempt and EC Exempt fields depending on your requirements.

Changes made here will affect transactions going across to Finance Software so care needs to be taken.

The green tick and Red cross in the Account System, indicates the Method and Bank data is correct for the Account Software that you are using

Update Purchase Cost

This screen allows you to update purchase costs for ALL products against the Last Invoiced PO Price.

For example:

  • On a Product there is a purchase cost in the UB Per/Unit field, in the example below it is 98.5021:

  • When you purchase a product on a PO this price defaults into the line for that product.

  • However, you can overwrite this with any price that holds at the time you are buying the product.

  • When you invoice the PO you can again specify the price as per the invoice.

  • This is the 'Last Invoiced Price' for a product and can be seen by going to the Purchase Orders tab on a product, selecting the most recent PO, and then viewing the Invoicing Tab.

  • In the example below the last invoiced price is 108.5021

If at any time you wish to update ALL products to set the Purchase Cost which defaults into POs to be the last invoiced price then use the Update Purchase Cost Function.

This cannot be run for specific products, only across all products

Product Image Bulk Upload

This screen allows users to bulk upload of product images into the system, available to view in Product Maintenance.

The process will ask the user for a directory where the product images exist, the images should have the product code as their name. The same file extensions will be supported here which are already supported in Product Maintenance. The process will also ask the user what type of image it is, so it knows which image placeholder to upload them to in Product Maintenance.

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