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Sync ERP FAQs
Navigation & General
17
How to 'Login or Logout' of Sync
How to 'Change Password'
How to 'Navigate Sync Home'
How to 'Find, View or Open Recent Items'
How to 'Search' in Sync ERP
View all 17
Admin
26
How to 'Duplicate a Cost-Sub Type' within Sync Administration
How to 'Add a New Sub-Type' within Sync Administration
How to 'Batch Update Sub-Type Costs' from within Sync Administratio
How to 'Search for a Cost SubType' within Sync Administration
Cost Sub Type Import Guide
View all 26
Admin: CMT Operations & Templates
16
How to Add or Delete a CMT Module
How to Add or Delete a CMT Sub Module
How to add Std Min, Quantity and Rate to CMT Operations
How to add Sub Modules to a CMT Module-Sync 6
How to Flag a CMT Module or Sub Module as Timed or Not Timed
View all 16
Admin: Customers & Sub Customers
8
How to 'Search for a Customer' within Sync Administration
How to Create or Edit a Sub Customer
How To set a Customer as Inactive or Active
How to 'Edit a Customer' within Sync Administration
How to 'Create a New Customer' within Sync Administration
View all 8
Admin: Lookups
7
How to 'Add a New Calendar' in Sync Admin
How to Add a Custom Field/ Custom Field Category
How to 'Add a Product’ within Sync Administration
How to 'Search for a Product'within Sync Administration
How to 'Add a Size’ within Sync Administration
View all 7
Admin: Vendors
8
How to 'Add a new Vendor' within Sync Administration
How to 'Edit a Vendor'
How to 'Set a Vendor as Active’
How to 'Set a Vendor as Inactive’
How to allocate an external user to a vendor
View all 8
Tools
8
How to Bulk Update Custom Field Values
How to Assign Pick Tickets
How to Unassign Pick Tickets
How to Batch Cancel Sales Orders
How to View Warehouse Maps
View all 8
Products and Jobs
71
How to 'Search for a Style' within Product Costing
How to 'Batch Update Job/Cost Sheet Status'
How to 'Add Product Images' to a Job
How to 'Duplicate a Job'
How to 'Duplicate an item' within the Product Cost
View all 71
Purchase Orders
4
How to 'Open a Purchase Order from within an In Header'
How to 'Duplicate a Bulk Purchase Order'
How to 'Create a Bulk Job'
How to Search for & View Bulk jobs
Raw Materials
38
How to 'Check Material Stock'
How to 'Set material stock as Reject’
How to 'Set Material Stock as Sale’
How to Unallocate Stock in the In- Header Window
How to View which Stock has been allocated to Jobs
View all 38
Product Purchase Orders
5
How to Create a Product Purchase Order
How To Amend Line Item units in a PPO
How to 'Batch Edit PPO Dates
How to GRV by PPO
How to create an RTV for a PPO receipt
Product Stock
36
How to do a 'Product Stock Direct Transfer'
How to Complete a Product Stock Adjustment In
How to Create a FG Stock Take Draft by SKU
How to add SKU's to a FG Stock Take by SKU Draft
How to Manually add Units to a FG Stock Take Draft
View all 36
Sales
25
How to 'Create a Sales Order’ from within Product Costing
How to Create Sales Orders from Sync Home Screen
How to 'Create Sales Order from Product Catalogue'
How to Create a Sales Order for Reject Stock
How to 'Duplicate a Sales Order’
View all 25
Tasks & Critical path
20
How to Reassign Incomplete Tasks
How to Reassign Task Templates
How to Add Process Steps from within Product Costing
How to Delete a Step or Template on a Job
How to Add a Variance to a Task on a Job
View all 20
Measurements & Quality Audits (QA)
5
Detailed Overview of 'Measurement Points and Grading'
How to ‘Add QA Specifications’ within Sync Administration
How to ‘Create QA Templates’ within Sync Administration
How to add ‘QA Templates’ to a Job/Style
How to Print the ‘Job Specification Measurements Report’ from within a Job
UPC's & X-References
1
How to Create an X-Reference
WMS Scanner
4
How to GRV Finished Goods using the Android Scanner App
‘Batch Picking’ Finished Goods using the Android Scanner App
How to create a Shipment ‘Out’ using the Android Scanner App (Scan and Pack)
How to create a Product Stock Adjustment using the Android Scanner App
Permissions
3
Permission: Access Cost Summary
Permission: Access Job Products
Permission: Access Job QA
Techpack
1
How to View Style Details and Generate a Techpack Report
Material Stock
2
How to Receive Material Stock as Reject
How to View Good And Reject Material Stock
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