ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
        • Consumption products
        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
    • Move inventory
    • Count Inventory
      • Stocktakings
      • Stock Adjustment
      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
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  1. ERPAG Introduction

ERPAG list functionality explanation

PreviousERPAG IntroductionNextCreate ERPAG Account

Last updated 6 years ago

By opening any document in any module in ERPAG, you will get a spreadsheet of that documents list.

All the lists in ERPAG are very report oriented, in the sense that it provides the fast implementation of the business intelligence features that are providing a very simple way for the user to get very specific reports from a table chart, as well as the complete oversight to the data sets.

For example, to see the sales orders list, you need to go to:

Sales > Sales orders

Once you open the list, you will see that it's in a form of a spreadsheet and that it contains different columns in which you can see the status of each of the listed documents. The color on the list will adjust to the status.

The columns on the sales orders list are:

  • General status: Entered, On hold, Rejected, Approved, Completed, Invoiced, Partially packed, Packed.

  • Quantity status: No quantity, Partial quantity, Fulfilled

  • Shipping status: N/A, Ready for shipping, Shipped

  • Payment status: Not invoiced, Advance payment, Paid

  • Amount (on the sales order, without tax included)

  • Amount (tax included)

  • Unpaid amount

  • Advance payment

  • Fx amount

  • Foreign currency

  • Warehouse (from which location the items are being sold)

  • Cash (the amount paid in cash)

  • Credit card (the amount paid by credit card)

  • City

  • Expected

  • Deadline (for the sales order to be completed)

  • Invoice number (generated when the sales order is invoiced)

  • Type (of document)

  • Checks (amount paid in checks)

  • Voucher (amount paid by voucher)

  • Owner (which user/employee created the sales order)

  • Creation date (of the sales order)

  • Custom 1-5 (pulled from the custom fields within the sales order)

Of course, you can choose which of the columns will be shown/hidden from the list, by going to the 'more' option in the upper right corner and choosing 'columns' from the dropdown menu.

You will get a section where you will be able to adjust your list by checking/unchecking the boxes in front of the names of the columns.

In the 'more' option drop-down menu, you will see other options listed as well.

The 'group' option will allow you to group your sales order according to different parameters.

This will give you a different view of your list:

Once you group them, you can also sub-group them.

The 'more' option also offers you to:

  • Export your list to xls

  • Save to Gdrive

  • Print it out

  • Download as PDF

In the upper right corner, you also have an option to see your list arranged in the form of chart reports based on the statuses of the documents on the list.

Or you can use the filter option, that will allow you to filter all the columns on the spot, according to the document statuses.

You can filter multiple columns at once, to make a form of a custom report.