Classic Filter and Advanced filter

by Peppercan Support on May 29, 2013

in Finance,Opportunities

Here is a comparison between Classic filter and the advanced filter features. The classic filter is straight forwards and quick. By comparison here is the advanced filter and it’s ability to whittle down your list through selected Data.  

New Interface and Filtering Improvements

by Peppercan Support on May 29, 2013

in Opportunities,Sales

The advanced filters are now optional display, so it’s only on screen if you want it to be. And with the range of selection options the advanced filtering is much more powerful.

Billing Voucher Generation

by Peppercan Support on May 29, 2013

in Finance

How to generate a PDF billing voucher: The voucher can be generated from 2 places: Finance tab Chosen company form / Files / Invoices The finance Tab Or from the Invoice tab. Select invoices you want to add in the billing voucher There are different selection methods. You can either: Click on a checkbox to […]

Set a Supplier or Suppliers for Products

May 25, 2012 Stock

Each product you sell in Peppercan can have one or more suppliers with main suppliers marked. You can also update suppliers to products using the product import file. This lesson shows the supplier functions of products in the Peppercan interface. Remember to assign company contacts first as supplier status, otherwise you cannot assign it as […]

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Set Supplier Currency

April 5, 2012 Contacts

You can set to each supplier different default currency in which they supply product to you.   Creating and editing contacts requires the following user privileges: – Minimal contacts rights OR – Regular contacts user OR – Contacts administrator Setting Supplier Currency You can set supplier currency either when creating new company or editing an […]

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Stock in of a Purchase Order – Arrival of Goods to Warehouse

April 5, 2012 Stock

Following this lesson, you will learn how to do stock in from pending purchase orders. User privilege needed: – Stock in manager OR – Stock administrator Open the List of Pending Purchase Orders Go to Stock –> Pending orders to view all purchase orders with items still yet to arrive to your locations. Select the […]

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Exporting and Importing Stock Levels – Updating Stock Using Import

April 5, 2012 Stock

Use stock levels exporting and importing to update your stocks for example after inventory.   IMPORTANT! IMPORTING STOCK VALUES SHOULD HAPPEN ONLY IN TIME WHEN THERE IS NO OTHER CHANGES, POSITIVE OR NEGATIVE TRANSACTIONS, IN THE SELECTED WAREHOUSE. OTHERWISE YOU MIGHT CAUSE MISMATCHING STOCK QUANTITIES. User privilege needed: – Stock in manager OR – Stock […]

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Creating Purchase Order

April 5, 2012 Stock

You can create purchase orders with Peppercan, send the orders to your suppliers and then follow their delivery and finally stock the arrived products in. Learn here the simple steps it takes to order items from your suppliers. To create purchase orders with Peppercan, following items must be set up: 1. At least one warehouse […]

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Closing Warehouse

April 5, 2012 Stock

Close warehouse if it is no longer needed. After this no stock transfers or movements can be made in or out of a closed warehouse. Privilege needed to create and edit warehouses: – Settings administrator Under Settings –> Stock if a warehouse is no longer needed, you can close it with a click on the […]

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Creating and Editing Warehouses

April 5, 2012 Stock

You can have multiple warehouses in Peppercan, each with different default currency. Here are the basic information needed to create new warehouses. Privilege needed to create and edit warehouses: – Settings administrator Overview of creating and editing warehouses To create new warehouses, or edit existing ones, go to Settings –> Stock 1) Create warehouses: add […]

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