First, define your assemblies (also known as Bills of Materials) via ApeksOPS > Work Orders >Assemblies. Set “Manage Manufacturing With Work Orders” to “Yes”. NOTE: Assemblies can contain other assemblies, meaning that each product can have as many levels as […]
Archives: Knowledge Base
Enter Multiple Payments / Track Multiple Pending Payments
To turn on this option go to ApeksOPS > Settings, and in the “Supplier Payments” section, set “Supplier Payment Handling” to “Multiple Payments per PO”. Once you have turned the above option on, you will see a “Payments” button whenever […]
Mark Off Orders as Paid
On the Purchase Order Maintenance page, you can optionally enter a Payment Status, and a Payment Due Date. To view unpaid Purchase Orders, go to ApeksOPS > Purchase Orders > More > Unpaid Purchase Orders.
Return Goods to the Supplier
If you need to return goods to the supplier, enter a Purchase Order with negative quantities, then enter a Purchase Order Receipt just like you would for a normal Purchase Order.
Delivery Note PDF
For a hard copy of the Purchase Order Receipt, click the “Delivery Note” button.
Print Product Labels
Once you have entered a Receipt, you may wish to print labels to attach to the newly arrived products. To do this click “Labels” on the Receipt page, which will bring up the following page: The first time you print […]
Serial/Lot Entry
If the received product has “Serial/Lot Tracking” set to “Lot” or “Serial”, you can enter the serial / lot numbers being received underneath the Receipt Line details.
Streamline Entry of Partial Orders
If you often receive partial orders, you may prefer new receipts to start with zero quantities (rather than the default which initializes with all quantities as fully received). To alter this behaviour go to ApeksOPS > Settings and change “Start […]
Send Purchase Order to the Supplier
Click “Send Via Email” on the Edit Purchase Order page (ApeksOPS > Purchase Orders > Edit), to email a PDF directly to the supplier. (NOTE: This will also automatically store the PDF as an Attachment to the Purchase Order). If […]
Receiving a Partially Satisfied Order
If one or more products have been placed entirely on back order by the supplier, click “Trash” on those lines. If a received quantity varies from the ordered quantity, click “Edit” and adjust the quantity. If you received less than […]
