Articles and suppliers

Articles that are added to the article register appear as suggestions in various views in the program when articles are to be added, such as e.g. in a work order, when items have been used.

Items can be delivered by several suppliers and the supplier’s article number can be specified as a link to the specific supplier if desired. The main supplier is displayed in the pick list. See list of supported providers.

To upload an existing article register, see the section Upload register.

To add an article and supplier for the article, follow these steps:
  1. Sign in to your account.
  2. Go to Register > Article register.
  3. Press the button with the +sign to the right of the search box.
  4. Enter the article number and description.
    • Unit and Price do not need to be specified.
  5. If the need for a supplier exists, it is possible to add these by pressing the + Add supplier button.
    • The search function helps you find existing suppliers.
    • If a supplier is not registered, this is added automatically.
    • The main supplier button is used to display the supplier in the pick list.
  6. Press the Save button at the bottom of the page to save the new item.

Information for administrators

Sign in with your admin account to change module settings and user rights.

Permissions for users affected by the Article Register

View, View price, Edit, Create, Delete, Change which user added an article, Set time report info

Permissions for users concerning Supplier

View, Edit, Create, Delete

Module settings – Edit article settings

  • Set amount of default addition on articles
  • Scannable barcode formats
    Here you select which barcode formats can / may be used.
  • Set default article group
    Which article groups are standard
  • Set include article group on model search
  • If the view should separate time report articles.
    The preset value is not to display Time as a separate part in work orders but under Articles.
  • Include article group in model search.
    Here you set which article groups you can search for in the group’s models to facilitate search for objects.
    You specify the article groups when you enter an article in the Article Register.