Stock Record — create / edit screen
The screen for creating and editing an inventory part. One tabbed screen with a single Save that persists the record together with its suppliers and warehouse locations in one transaction (all-or-nothing). What, where, who, when, why What The create/edit screen for an inventory part: header (code, UOMs, family, reorder points), costing/pricing, its supplier rows and […]
Standard Size mode & mullion centering
Standard Size mode (the Std button on the item designer’s top panel) lets you type per-frame width/height values directly instead of dragging on the canvas. Pressing Set commits those values and rebuilds the affected frame’s geometry. What changed When the frame you resize contains a plain mullion dividing it into openings (not a coupler, which […]
Stations & production lines
Shop-floor documents are organised around production lines and the stations on them, so this topic gives the vocabulary you need before assigning reports. Production line A production line is an ordered path an order flows through. Lines can be normal or virtual/sub-lines, and can have a parent line. Common settings are the description, cart size, […]
Station Views — the shop-floor screens
A station view is the screen a shop-floor operator works in at one station: scan a unit’s barcode, see exactly what to do with it, and record that it was done. Views are configured per station, so the same physical station can offer different screens for different work. How a view is opened From the […]
Station time-in / time-out (barcode tracking)
Every scan of a unit barcode at a production station writes a row in the barcode_track table. Whether that row is a plain “the unit passed here” marker or a running time-in / time-out clock is decided by one setting: the station view’s Avg Time. What happens on a scan Avg Time not set (0). […]
How to set up warranties and job types for a new company (supply only, supply and install, service)
A job type says what kind of work an order is (supply only, supply and install, a service call) and carries its defaults: installation, taxable shipping and installation, and a default warranty. A warranty says how many days each group of parts is covered. Make the warranty first, because a job type points at it; […]
How to add users and give them rights for a new company (user groups, permissions, first users)
Each person who logs in needs a user. What they can see and do is set by rights. A user group is a template of rights you can tick on many users at once. Make the groups first, then the users. Before you start Branches exist (Set up branches and warehouses): every user has a […]
How to set up payment terms, tax codes and surcharges for a new company
Payment terms decide when an invoice is due. Tax codes decide which taxes a customer pays. Surcharges add a tariff or energy line to quotes. A customer picks its terms and up to three tax codes, so these come before customers. Before you start The currency list is filled (Lists your administrator sets up). If […]
How to set up saw codes, profile positions and station views (shop-floor screens for operators)
Once lines, stations and parts exist, finish the shop-floor side: which cut piece gets the unit’s label, the saw codes for each profile, and the station view, the screen an operator scans units on at a station (cutting, welding, glazing, QC, packing). Before you start Production lines, stations, routing and saws exist (Set up production […]
How to set up reports and assign them to production stations (Prod Station Reports, shop paperwork, exceptions)
Shop paperwork (cut lists, labels, glass orders, packing lists) prints at the station where it is needed. A report prints at a station when it is assigned to that line + station. Customer documents (quotes, order acknowledgements) are different: they are attached to a print panel instead. Before you start Lines, stations and their routing […]