Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] made some positive changes to security, to make ComCept easier to lock down.
ComCept .Net checks permissions in more places now, so we temporarily gave your users these permissions. Doing so keeps everyone from losing functionality until you manually take them away. We did this by adding new groups with the new permissions to your data, and then we assigned the new groups to your users.
You should add these new permissions to your security groups.
While we were making security [...]
[...] Levels 1-3, along with all functions in Security Levels 4-6 to role-based security.
ComCept .Net checks permissions in more places now, so we temporarily gave your users these permissions. Doing so keeps everyone from losing functionality until you manually take them away. We did this by adding new groups with the new permissions to your data, and then we assigned the new groups to your users.
Security Administrators should add these new permissions to your security groups, or rename [...]
How to setup a New CollisionLinx Customer
Purchase Profile Help Documentation [...]
Payroll Budgeting Training Documentation Introduction
Payroll Budgeting is the process of measuring estimated and actual payroll expense against projected and realized sales. It is an activity that keeps managers informed of profitability and allows them to proactively manage payroll costs.
This documentation outlines the proper use of the ComCept Payroll budgeting module. Documentation is segmented by audience type, and covers all aspects of Payroll Budgeting, from preparation to reporting.
Preparation [...]
[...] prominently, and the rule that yields the lowest price will appear in bold text.
Security New Permissions There are two new permissions for the Price Lookup function. Price Lookup – Allows users to access the Price Lookup. PriceProfile_Analyzer – Allows users to access the Price Lookup, and see item cost information as well as pricing formulas. The Price Lookup feature is accessible for users who have either the Price_Lookup permission or the Price Profile_Analyzer. The Price Profile_Analyzer permission gives the user access to [...]
Promotional Pricing Documentation Revision History 6/21/2011 - Initial revision by Rob Gamble 6/28/2011 - Updated screen shots by Rob Gamble 1/18/2013 - Added support for Minimum Price Summary ComCept .Net allows flexible promotional pricing, and introduces a powerful Price Lookup that simplifies and explains even the most advanced pricing structures. Promotional Pricing DEFINITION Promotional Pricing allows you to create system-wide price profiles that apply to all customers. These promotional price profiles allow you to define quantity break discounts as well [...]
Categories Help Documentation
ComCept Report Engine [...]
[...] Order will be displayed. If not, the latest Work Order will be displayed. Switch to the Work Order Help Documentation .
Create PO
This option creates a Purchase Order for the items on the Invoice. If the items come from multiple vendors, the Vendor field will be blank. If all of the items come from the same vendor, the Vendor [...]
A/R Credit Holds Help [...]
[...] Inventory users should only use the shipping worksheet to finalize shipments.
Signatures
Taxes Help Documentation
Taxing [...]
[...] inventory in order to establish their current levels and what the shop needs to order.
Associated Permissions
CustomerCountSheet_AddAll - create a customer count sheet out of the customer's inventory CustomerCountSheet_AddBlank - create an empty customer count sheet CustomerCountSheet_AddUsage - see the usage of an item CustomerCountSheet_CreateOrder - create a Work Order out of the customer count sheet CustomerCountSheet_Delete - delete the customer count sheet CustomerCountSheet_ItemAdd - add items to the customer count sheet CustomerCountSheet_ItemDelete - delete [...]
[...] used to maintain the customer's inventory, bins and populate CollisionLinx count sheets.
Associated Permissions
CustomerInventory_BinAdd - Allows the user to add new bins to the customer's bin tree CustomerInventory_BinGet - Allows the bin tree to display all of the bins. CustomerInventory_BinUpdate - Allows the user to update the details of a bin. CustomerInventory_ItemAdd - Allows the user to add new items to bins. CustomerInventory_ItemCopy - Allows the user to copy items from one bin to another bin. CustomerInventory_ItemDelete - Allows the user to remove the [...]
Security Permissions, Groups and Categories
Creating a new Security Group and Assigning Users
Inherited/Disinherited Permissions
Creating a Group Based on an Existing Group
Editing a Group Name
Deleting a Group Assigning Security [...]
[...] search screen.
Please notice there is an information icon on the Edit/Add New page. It is there to help.
Edit a GL Account
Editing a GL account is very similar to creating a new GL account.
1. Using the search functionality enter the GL Account you wish to edit. 2. In the list box, click on the Edit Icon . 3. Make the desired changes. 4. Select the Save button.
GL Upload
GL Upload Permissions
Upload Journal Entry directly in to accounting into Accounting using an excel spreadsheet.
In order for [...]
[...] is used to maintain the customer's inventory, bins and populate customer count sheets.
Associated Permissions CustomerInventory_BinAdd - Allows the user to add new bins to the customer's bin tree CustomerInventory_BinGet - Allows the bin tree to display all of the bins. CustomerInventory_BinUpdate - Allows the user to update the details of a bin. CustomerInventory_ItemAdd - Allows the user to add new items to bins. CustomerInventory_ItemCopy - Allows the user to copy items from one bin to another bin. CustomerInventory_ItemDelete - Allows the user to remove the item [...]
Welcome to the !
This site provides documentation and help topics for [...]
[...] inventory in order to establish their current levels and what the shop needs to order.
Associated Permissions CustomerCountSheet_AddAll - Allows the user to create a customer count sheet out of the customer's inventory CustomerCountSheet_AddBlank - Allows the user to create an empty customer count sheet CustomerCountSheet_AddUsage - Allows the user to see the usage of an item CustomerCountSheet_CreateOrder - Allows the user to create a Work Order out of the customer count sheet CustomerCountSheet_Delete - Allows the user to delete the customer count sheet CustomerCountSheet_ItemAdd [...]
[...] Related Topics Work Order Auto-reduce Quantity To Pick
Work Order Find Open Orders
WO Processing Help Documentation [...]
[...] Print Purchase order
Generate PO/Xfer
This will be covered in the Manage Generated PO/XFers Help Documentation [...]
[...] Processing Submitted Orders
To process a submitted order, follow the instructions in CollisionLinx Orders Help Documentation [...]
[...] can be by Item, Manufacture, Product Group , and Product Line .
Please refer to the Pricing Profile Help Text Pricing Profiles .
Purchase Profile
This feature is used to limit the items the customer can purchase in CollisionLinx or Mobile Suite.
CollisionLinx Setup
The CollisionLinx Setup link is used to enter the necessary information a customer needs inorder to access CollisionLinx .
CollisionLinx Login Documentation [...]
[...] CollisionLinx. Further processing can be done at the Store or customer's location. Customer Count Sheet Help Documentation [...]
[...] disruptive to business processes if they are not.
See how to setup regions correctly here: Regions Help Documentation [...]
Documents
Company-Specific Settings "Line Code" Separator Line Codes are prefixes that can help distinguish between duplicate item codes from different manufacturers. This setting affects how items are selected in Item Code searches throughout ComCept .Net. (You will not change this setting often.)
Please see the help [...]
[...] buttons on the screen.
Manage Generated PO/Xfer
This is covered in the Manage Generated PO/XFers Help Documentation [...]
[...] transactions regardless of their date. 2. Filters These filters mirror the previous version and can help narrow down the documents displayed in the journal. 3. Location Dropdown This filter initially does not filter out any locations. You can select an individual location to help [...]
[...] Orders allows the user to generate orders at the shop and send them directly their distributor.
Associated Permissions
ExtranetCustomer_OnHands_View - Allows the user to see the on hands in the item grid ExtranetCustomer_OnHands_View_Alternate_Location - Allows the user to see other locations' on hands ExtranetCustomer_OrderAddItem - Allows the user to add items to an order ExtranetCustomer_OrderCancel - Allows the user to cancel an order ExtranetCustomer_OrderDeleteItem - Allows the user to delete an item ExtranetCustomer_OrderEdit - Allows a user to edit an order ExtranetCustomer_OrderLocationChange [...]
[...] automatically refresh when new orders arrive as well as flash an alert when new orders arrive.
The documentation below describes how each screen functions. [...]
[...] profile. They cannot be assigned to a customer and apply to all customers.
Promotional Pricing Documentation
[...] screen. Its time for the delivery driver to use his device and scan the invoice or shipment barcode. This documentation assumes that your device has a built-in scanner, [...]