What's on this page

1 What's on this page
- 1.1 What are certificates
  - 1.1.1 Do you need a license?
- 1.2 How do you use this?
  - 1.2.1 Certificates - Not Issued
  - 1.2.2 Certificates - Issued

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.

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 shows customers who have the certificate function switched on, to enable this you need to edit the Customer Analysis setting for ‘Uses Certificates’ within the Customer maintenance form.

All fields are ready only, you can only search and then output a certificate.

Certificates - Not Issued

This will list all stock that has left the warehouse where a certificate can be requested.

Standard filtering and searching options are available on the tab on the right side. To filter use the fields at the top and press the search button.

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

Button Option	Action
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.

In order to search, you must enter customers code as a minimum.

You can reprint or export the certificate as a PDF file or print it.