Sync

Navigation & General 25

• Login or Logout of Sync
• Change or Reset Sync Password
• Navigate Sync Home/ Home Screen
• Find, View or Open Recent Items
• Search in Sync ERP

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Admin 11

• About Custom Fields
• Add a Custom Field Value
• Mark a custom field value as active or inactive
• Reorder Custom Field Values
• Edit a Custom Field Value

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Admin: B2B Customer Buyers 4

• View Pending Buyers
• Resend Pending Buyer Activation Email
• Approve or Reject a Pending Buyer
• Create New Customer from New Buyer

Admin: CMT Operations & Templates 14

• Add or Delete a CMT Module
• Add or Delete a CMT Sub Module
• Add or Delete CMT Operations from a Sub-Module
• Add or delete CMT Templates
• Add or Delete Operations from a CMT Template

View all 14

Admin: Cost Types & Cost Sub Types 12

• About Cost Types and Cost Sub Types
• Add a New Sub-Type within Sync Administration
• Import Cost Sub Type Data
• Duplicate a Cost-Sub Type within Sync Administration
• Search for a Cost SubType within Sync Administration

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Admin: Customers & Sub Customers 17

• About Customers & Sub Customers
• Create a New Customer in Sync Admin
• Add Customers in Bulk (Import Customers)
• Search for a Customer within Sync Administration
• Edit a Customer within Sync Admin

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Admin: Rep Codes 5

• About Default and Special Rep Codes
• Create a New Rep (Rep Code)
• Set Default Rep Commissions or Customer Discounts
• Create Special Reps
• View and Edit Sales Reps

Admin: Lookups 27

• Add a New Calendar in Sync Admin
• Mark a Calendar as Active or Inactive
• About Closing Dates
• Add or view Closing Dates
• About Colours

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Admin: Vendors 9

• About Vendors
• Add a new Vendor within Sync Administration
• Import Vendors (Create new vendors in Bulk)
• Edit a Vendor
• Set a Vendor as Active

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Admin: Logos 7

• Add a New Logo in Sync Admin
• Add a New Logo Type
• Mark a Logo Type as active or inactive
• Edit or Delete a Logo Type
• Add a Logo Location

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Tools 9

• Bulk Update Custom Field Values
• Assign Pick Tickets to Sync Scanner Users
• Unassign Pick Tickets
• Batch Cancel Sales Orders
• View Warehouse Maps

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Products and Styles 44

• Open Product Costing in Sync home
• Apply Filters within Product Costing
• Filter by Status' from Product Costing
• Search for a Style' within Product Costing
• Toggle ‘Compact Mode’ within Product Costing

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Product Costing 21

• View Product Cost Summary on a Product
• Edit or View Sales Budgeting on a Product (Margin, GP, Markup)
• Add an item within the Product Cost
• Duplicate Costs' from an existing Product
• Duplicate Product Cost from Another Job

View all 21

Product Costing: Costsheet Templates 3

• Flag a Cost Sheet as a Template
• Use a Template for a New Costing
• About Costsheet Templates

Product Catalogue 4

• How to 'View Job Detail’s' from within the Product Catelog
• How to Use the 'Product Catalogue' Tab
• How to 'Open a Job from within the Product Catelog'
• Batch Edit a Job/Style from within the Product Catelog

Product Costing: Calculators 8

• Cost Detail Calculator
• Fabric Ratings Calculator
• Fabric Unit Calculator
• Fabric Cost Calculator
• Selling Price Calculator

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Product Costing: CMT Operations/ Workstudy 5

• Add CMT Operations to a Job'
• Delete CMT Operations From a Job
• Edit CMT Operations within a Job
• View & Allocate CMT Operations within a Job
• Mark CMT Operations as Active or Inactive on a Job Product

My Tasks & Job Steps(critical Path) 24

• View Assigned Tasks
• View My Jobs
• Search My Tasks
• Mark My Tasks as Complete
• Preview Job Details of My Jobs/ Assigned Tasks

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Products: Production Figures 2

• Add Production Figures to a Job
• Edit Production Figures within a Job

Purchase Orders & Bulk Jobs 17

• Create a 'Purchase Order’
• Import Purchase Orders (Create new PO's in Bulk)
• Add a PO Line Item’
• Change the Purchase Order Status
• Generate the Purchase Order Report’

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Material Stock 22

• Check Material Stock
• Set material stock as Reject
• Set Material Stock as Sale
• Split a Material Stock Item
• Update the Weight and Width of Stock Items

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Material Stock: Receiving & Stock Return 18

• GRV Material Stock
• GRV Material Stock as Reject
• Generate the Materials Received Report
• Create a Material Stock Return
• Create an ASN

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Material Stock: Put Away & Transfers 4

• Stock Put Away
• Create a Material Stock Warehouse Transfer
• Despatching Warehouse Transfer Out
• Receive the Warehouse Transfer In

Material Stock: Picking, Despatch 8

• Create a Material Stock Picking Requisition
• Despatch a Pick Ticket
• View Material Stock Picked to a Job/ PPO
• Generate the Despatch Note Report
• View Cumulative Totals for Picked Stock

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Material Stock: Adjustments & Stock Take 15

• Create a Stock Unit Adjustment
• View Material Stock Unit Adjustments
• Create a Stock Cost Adjustment
• Create a Stock Take Period
• Create a Full Stock Take

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Material Stock: Stock Sales 5

• Create a ‘Stock Sale’
• Create a ‘Material Stock Pick’ for a Stock Sale
• Create a ‘Material Stock Despatch’ for a Stock Sale
• Create a ‘Non Stock Invoice’ for a Material Stock Sale
• Credit a Material Stock Sale

Product Purchase Order 14

• Create a Product Purchase Order
• Duplicate a Product Purchase Order
• Import Product Purchase Orders
• Add a PPO Line Item’
• Search for a Product Purchase Order

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Product Stock 6

• Add/change a product's SKU number
• Search for a Product Stock Header
• Search and View Product Stock Headers
• Search and View Product Stock Items
• View Stock Item Locations and Movements

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Product Stock: Receiving & Inbound Shipments 8

• GRV by PPO
• Change the Status of an Inbound Shipment’
• Create a New Inbound Shipment
• GRV by In-Ship
• GRV Product Stock into Multiple Locations

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Product Stock: Picking, Dispatch & RTV 19

• Create a Picking Requisition from within a Sales Order
• Create a Picking Requisition by Sales Order
• Create a Requisition for Multiple Sales Orders
• Create a Requisition by Job
• Reprint a Product Stock Picking Slip

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Product Stock: Shipping 6

• Create a Shipment
• Editing a Shipment
• Search for or view Shipments
• Change the Shipment Status
• Create a Shipment by Batch

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Product Stock: Invoices & Credit Notes 12

• Create an Invoice
• Create a Batch Invoice
• Add Non Stock Items to an Invoice
• Approve an Invoice'
• Create a Credit Note (return authorisation)

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Product Stock : Transfers 7

• Product Stock Direct Transfer
• Create a Batch Direct Transfer
• Perform a Location Transfer
• Create a Product Stock Warehouse Transfer
• Actioning Warehouse Transfer In

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Product Stock: Adjustments & Stock Take 12

• Create a Stock Take Draft
• Create a FG Stock Take Draft by SKU
• Add SKU's to a FG Stock Take by SKU Draft
• Manually add Units to a FG Stock Take Draft
• Open Saved FG Stock Take Draft

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Sales Orders 36

• View a Sales Order from within Product Costing
• View Sales Order Status
• Search for a Sales Order from Navigation
• Open a Sales Order from Navigation
• Search for a Sales Order

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Sales Orders- Buffer Orders 3

• Create a Buffer Order
• Create a Negative Buffer Order
• About Buffer Orders

Measurements & Quality Audits (QA) 5

• Add QA Specifications within Sync Administration
• Create QA Templates’ within Sync Administration
• Detailed Overview of 'Measurement Points and Grading'
• Add ‘QA Templates’ to a Job/Style
• Print the ‘Job Specification Measurements Report’ from within a Job

Production Planner (PPB) 9

• Production Planner Vendor Configuration
• Production Planner Task Configuration
• Production Planner Job Configuration
• Launch the Production Planner (PPB)
• Select Dates to View on the Production Planner

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UPC's & X-References 3

• Create an X-Reference
• Edit X-References
• Multi-Item vs Single Item X-References

Permissions 3

• Permission: Access Cost Summary
• Permission: Access Job Products
• Permission: Access Job QA

Techpack 1

• View Style Details and Generate a Techpack Report