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Apeks Solutions
Knowledge Base

Featured Articles

Popular Articles
  • Install and Activate
  • Turn on Manage Stock in WooCommerce
  • Notes on Inventory Level Initialization
  • For Fast Performance
  • Multi-User Considerations
Newest Articles
  • Completing a Work Order
  • View Consolidated Profits
  • Product Meta Fields
  • Example: Modify Purchase Order PDF
  • Modify Built-in Specs
Recently Updated Articles
  • The Basics
  • Data Types
  • Importing Product Suppliers
  • Header/Line Data Types
  • Adding New Records

Getting Started

  • Install and Activate
  • Turn on Manage Stock in WooCommerce
  • Notes on Inventory Level Initialization
  • For Fast Performance
  • Multi-User Considerations
  • Importing and Exporting Data
  • Migration from ATUM
  • Security
  • Company Information
  • Tax
  • Foreign Currencies
  • Loading Average Costs
  •  Serial/Lot Tracking
  • Automatic Document Numbering
  • Modify ApeksOPS to Suit Your Exact Needs
  • Regional Settings

    • Language
    • Dates
    • Number Formats

General Usage

  • Produce Financial Accounts
  • Navigation
  • Main Menu
  • Dropdowns
  • Filtering
  • Sorting
  • Download to Excel
  • Attachments
  • Search

    • In-Page Searching
    • Global Searching

The ApeksOPS Business Process

  • Analyze Sales and Profits

    • Sales Analysis
    • View Profits
    • View Consolidated Profits
    • Profits by Supplier
    • Profits by Category
  • Assemble / Manufacture Finished Goods

    • Manage the Work Order Life-Cycle
    • Add Work Orders
    • Define Assemblies (Bill of Materials / Product Levels)
    • Completing a Work Order
  • Audit Inventory Movements

    • Audit Inventory Movements
  • Automatically Record Average Unit Costs

    • Assembled Products (Assemblies)
  • Decide What To Purchase

    • Mirror Supplier Stock Levels and Pricing
    • Automatic Min-Max Ordering
    • Forward Cover Report
    • View Short Stock
  • Fulfill Sales Orders

    • Fulfill Sales Orders
    • Packing Lists
    • Shipments
    • Integration with Shipping Plugins
    • Show Customers Their Shipments in “My Account”
    • Allocation (Product Rationing)
    • Serial/Lot Entry
    • Assemble Assemblies (Bill of Materials / Product Levels)
    • Drop Shipments
  • Invoice Customers

    • Invoice Customers
  • Manage Accounts Receivable

    • Manage Accounts Receivable
    • Display Status to Customer in their “My Account” Page.
    • Track AR Invoice Entries
    • View Customer Balances
    • View Customer’s Account
    • Maintain Customer AR Details
    • Enter Payments and Prepayments
    • View Customer’s Financial Status Before Shipping Goods
  • Manage Inventory Levels

    • View Quantities On Hand
    • Quickly Edit Inventory Data
    • Manage Locations
    • Transfer Stock Between Locations
    • Stock Take
    • Adjust Quantities On Hand
    • Serial/Lot Entry
  • Monitor Incoming Orders

    • Monitor Incoming Orders
  • Pay for Purchases

    • Enter Multiple Payments / Track Multiple Pending Payments
    • Mark Off Orders as Paid
  • Place Purchase Orders

    • Enter Supplier Details
    • Add Purchase Orders
    • Auto Lines – Min-Max
    • Manage the Purchase Order Life-Cycle
    • Manage Expected Delivery Dates
    • Send Purchase Order to the Supplier
  • Process Overview

    • Process Overview
  • Produce Financial Accounts

    • View Financial Statements
    • Automatic Journal Entries
    • View Journal Entries
    • Add Accounts
    • Enter Manual Journal Entries
    • Modify Financial Statements
  • Receive Stock

    • Receiving a Whole, Fully Satisfied Order
    • Return Goods to the Supplier
    • Delivery Note PDF
    • Print Product Labels
    • Serial/Lot Entry
    • Streamline Entry of Partial Orders
    • Receiving a Partially Satisfied Order
    • Scanning Products in via Barcodes
  • Review Pricing

    • Review Pricing
  • Sell

    • Enter Preorders
    • Manage Sale Orders
    • Define and Sell Assemblies (Bill of Materials / Product Levels)
    • Track Sales
    • Calculate Sales Commissions
  • Track Total Inventory Value

    • Track Total Inventory Value
    • Consignment Stock

The ApeksOPS Dashboard

  • Built-in Dashboard
  • Customizing the Dashboard

Tax

  • Purchases
  • Sales
  • VAT

    • VAT Notes
    • Summary of Steps to Set Up VAT
    • Summary of Steps to Set Up VAT

      • Articles coming soon
    • VAT Notes

      • Articles coming soon

Customizing ApeksOPS

  • Customizing ApeksOPS
  • Product Meta Fields
  • Example: Modify Purchase Order PDF
  • Modify Built-in Specs

Import from Excel

  • Adding New Records
  • Cost Data
  • Data Types
  • Header/Line Data Types
  • Importing Product Suppliers
  • Inc Tax Versus Excel Tax
  • Read-Only Data
  • The Basics

View Consolidated Profits

  • View Consolidated Profits
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