[{"_1":2,"_437":-5,"_438":-5},"loaderData",{"_3":4},"en-user-guide",{"_5":6,"_26":434,"_435":436},"docs",[7,52,104,156,194,244,323,333,343,374,396],{"_8":9,"_10":11},"category","getting-started","articles",[12,30,38,45],{"_13":14,"_8":9,"_15":16,"_17":18,"_19":20,"_21":-5,"_22":23,"_24":-5,"_25":14,"_26":27,"_28":29},"active",true,"content","## What is ianaiERP?\n\nianaiERP is a cloud system for day-to-day operations: inventory, purchasing, manufacturing, shipping, and returns. It supports multiple companies, locations, countries, and currencies, and is configurable for lot/bin tracking, routings, and rule-based BOMs.\n\n## Key Features\n\n * **Multi-Company Support** : Manage multiple business entities seamlessly.\n\n * **Multi-Country & Multi-Currency Support**: Operate globally with localized settings.\n\n * **Advanced Manufacturing** : Optimize production with advanced tools.\n\n * **Work In Progress (WIP) Management** : Track and manage ongoing production.\n\n * **Routing Capabilities** : Define and manage production workflows.\n\n * **Item Options & Customizations**: Offer configurable products and services.\n\n * **Script Language for Customization** : Tailor the ERP to your specific needs.\n\n * **Multi-Channel Sales Integration** : Connect with Shopify, Amazon, and more.\n\n * **Comprehensive Shipping Solutions** : Ship via USPS, FedEx, UPS, DHL, and Easypost.\n\n * **Real-Time Tracking** : Keep tabs on all your shipments.\n\n * **Scalable Plans** : From startups to enterprise-level businesses.\n\n\n\n\n## Getting Started\n\nTo begin using ianaiERP:\n\n 1. Sign up for an account at [www.ianaierp.com]()\n\n 2. Follow the setup wizard to configure company settings, locations, users, and connect your sales channels.\n\n 3. Start managing your inventory, manufacturing, purchasing, and shipments from one dashboard.\n\n\n\n\n## Documentation Structure\n\nThis documentation is organized into the following sections:\n\n 1. **Quick Start Guide** : Get up and running quickly\n\n 2. **Core Features** : Detailed explanations of key functionalities\n\n 1. Inventory Management\n\n 2. Manufacturing Management\n\n 3. Purchase Management\n\n 4. Sales Management\n\n 5. Return\n\n 6. Shipping\n\n 3. **Advanced Features:** Integration / Customization / Misc\n\n\n\n\nWe are excited to help you optimize your product lifecycle processes. Let's get started!","desc","Introduction to your next generation ERP solution","id","userGuide-introduction","ogImage","ordering",100,"pageDescription","popular","slug","introduction","title","Intro - ianai Total ERP Solution",{"_13":14,"_8":9,"_15":31,"_17":32,"_19":33,"_21":-5,"_22":34,"_24":-5,"_25":35,"_26":36,"_28":37},"## Overview\n\n * General Settings centralize your company setup and platform defaults in ianaiERP. Configure companies/locations, accounting and unit defaults, tracking options, integrations (connections/webhooks/API), shipping providers, and your personal profile/theme. User & Permission is also accessible here for seat and invite management.\n\n \n\n\n \n\n\n\n\n\n## Where to Access\n\n * Top bar ▸ your avatar ▸ Settings → tabs: Company, General, Connections, Shipping.\n\n * Top bar ▸ your avatar ▸ Profile → personal theme & language.\n\n * Top bar ▸ your avatar ▸ User & Permission → user list, invites.\n\n\n\n\n## Key Attributes\n\n### Company ▸ Companies & Locations\n\n * Upload Logo / Upload Signature: Files used on documents.\n\n * Companies table: _Name, Country, Currency, Default_.\n\n * Locations table: _Name, Company, City, Address (Line1), Bin Tracking (on/off), Action_ (edit/delete).\n\n * Merge Locations / Create a new location…: Consolidate or add locations.\n\n\n\n\n### General\n\n * Date & Time: Default time format (12/24h), timezone, date format.\n\n * Units: Default _Weight Unit_ and _Dimension Unit_.\n\n * Default Accounts: _Income, Asset, Cost of Goods Sold, Expense, Adjustment, Deposit Bank_.\n\n * Global options:\n\n * _Allow Negative Quantity_\n\n * _Enable Barcode_ / _Barcode Sound_\n\n * _Enable Multicurrency_\n\n * _Display Decimal Zeros_\n\n * _Display Address in Ascending Order_\n\n * Tracking Settings (feature switches):\n\n_Enable Location Tracking, Department, Lot Tracking, Auto Lot Number, Project Code, Serial Tracking, Auto Serial Number, Class_.\n\n * User Defaults: _User Default Department, User Default Location_.\n\n\n\n\n### Connections\n\n * Connections: Add external connections (_Create a Connection_).\n\n * Webhooks: _Active, Name, Events, URL, Test Mode, Actions_ ; _Create a Webhook_.\n\n * API Keys: Generate keys (shown once) for API access.\n\n\n\n\n### Shipping\n\n * Carriers: Connect shipping providers (_Manage Carriers_).\n\n * Custom Packages: Define pack types.\n\n * Automation: Shipment automation (_Setup_).\n\n * International Settings / Notifications: Cross-border and notice preferences.\n\n\n\n\n### Profile (personal)\n\n * User Info: First/Last name, email, Set New Password.\n\n * Design: Primary/white/black colors, Border Radius slider.\n\n * Display Settings: Color Mode (light/dark) and Language.\n\n\n\n\n### User & Permission\n\n * Grid: _Email, First/Last Name, Last Login, Type (Administrator/General User), Status (Active/Invited)_.\n\n * Controls: _Manage Seats_ , Invite a User, _Show Inactive Users_.\n\n\n\n\n## Key Functions\n\n### Companies & Locations\n\n 1. Add a company/location: Settings ▸ Company ▸ _Create a new location…_ (or company).\n\n 2. Set defaults: Mark a company as Default; toggle Bin Tracking per location if you use bins.\n\n 3. Branding: Upload Logo/Signature for documents.\n\n\n\n\n### General defaults & tracking\n\n 1. Settings ▸ General.\n\n 2. Choose date/time, timezone, and units.\n\n 3. Map default accounts (Income/Asset/COGS/Expense/Adjustment/Deposit Bank).\n\n 4. Toggle tracking features (Location, Department, Lot/Serial, Project Code, etc.) and barcode/multicurrency.\n\n 5. Set User Default Department/Location for faster data entry.\n\n\n\n\n### Connections / Webhooks / API\n\n 1. Create a Connection for external systems (as needed).\n\n 2. Create a Webhook to receive real-time event callbacks.\n\n 3. Generate an API Key (copy and store securely—shown once).\n\n\n\n\n### Shipping providers\n\n 1. Settings ▸ Shipping ▸ Manage Carriers to link carriers.\n\n 2. Define Custom Packages and configure Automation, International Settings, and Notifications.\n\n\n\n\n### Profile (theme & language)\n\n 1. Avatar ▸ Profile.\n\n 2. Adjust Design colors/border radius and Display Settings (Color Mode, Language).\n\n 3. Use Set New Password when needed.\n\n\n\n\n### User & Permission\n\n 1. Avatar ▸ User & Permission.\n\n 2. Invite a User and assign Type (Administrator/General User).\n\n 3. Manage Seats, view Status/Last Login, and toggle Show Inactive Users.","General Settings centralize your company setup and platform defaults in ianaiERP. Configure companies/locations, accounting and unit defaults, tracking options, integrations (connections/webhooks/API), shipping providers, and your personal profile/theme. User & Permission is also accessible here for seat and invite management.","userGuide-settings-and-preferences",101,false,"settings-and-preferences","Settings / Preferences",{"_13":14,"_8":9,"_15":39,"_17":40,"_19":41,"_21":-5,"_22":42,"_24":-5,"_25":35,"_26":43,"_28":44},"## Overview\n\nThe dashboard gives a real-time snapshot of sales, shipping, inventory, and finance. It’s fully customizable—you can pick which cards to show, arrange them, and save multiple layouts for different needs (e.g., Sales vs. Operations).\n\n## Where to Access\n\nUsers can access Dashboard on the home screen after sign-in.\n\n## Key Attributes\n\n * Cards (widgets) you can show/hide\n\n * Open Sales Orders – Count, total value, and pending shipments.\n\n * Open Purchase Orders – Count, total value, and overdue POs.\n\n * Shipping Overview – Ready to Ship, Awaiting Delivery, Exceptions, Total Shipping Cost (period).\n\n * Shipping Methods – Method-level activity (period).\n\n * Sales by Channel – Revenue share by channel with a pie chart.\n\n * Top Selling Products – Highest sales items (period).\n\n * Inventory Status – Items and current stock; negatives/low stock surface here.\n\n * Financial Summary – Revenue, COGS, Gross Profit, Gross Profit Margin.\n\n * Revenue by Category – Category share with a donut chart.\n\n * Sales Performance – Revenue trend line for the selected period.\n\n * Alerts & Notifications – Unread system alerts.\n\n * Time range selectors - Cards and card groups include quick filters like This week / This quarter.\n\n * Layout controls (top right)\n\n * Add or remove cards – Toggle any card on/off.\n\n * Save Layout – Save the current arrangement and visibility as a named layout.\n\n * Custom Layout – Switch between saved layouts.\n\n\n\n\n## Key Functions\n\n 1. Change the period shown\n\n * Use the This week / This quarter selectors on the dashboard or on specific cards to update all metrics and charts.\n\n 2. Add or remove cards\n\n * Click Add or remove cards → toggle the cards you want → Save. (You can turn any card on/off at any time.)\n\n 3. Reorder the dashboard\n\n * Drag cards to new positions on the grid. Release to snap them into place.\n\n 4. Save a custom layout\n\n * After arranging and selecting cards, click Save Layout.\n\n * Give the layout a name (e.g., “Operations” or “Sales Mgmt”). Layouts are saved to your user.\n\n 5. Switch layouts\n\n * Use the Custom Layout menu to load any previously saved layout.\n\n 6. Reset to default\n\n * Load the system default layout (via Custom Layout → choose default) if you want to start over.\n\n 7. Drill into details (when available)\n\n * Many card metrics (counts/amounts) can be clicked to open the related list or report for deeper analysis.\n\n\n\n\n## List View \n\n * The List View is the standard, table-style page you’ll see in every module (e.g., Purchase Orders, Sales Orders, Vendors, Work Orders). It’s designed for fast scanning, filtering, and bulk actions across many records. Most lists share the same columns, controls, and behaviors so users can learn once and reuse everywhere.\n\n * Open any module from the left sidebar (e.g., Purchase > Purchase Order, Sales > Customers, Manufacturing > Work Order). You’ll land on that module’s list view.\n\n * Top controls are consistent across lists: Search, Filters (e.g., Status), Settings (gear), Print, Download, Select Columns, and Add New.\n\n\n\n\n### Common Columns\n\n * Number - The document or record identifier (e.g., PO-0122, WO-1090).\n\n * Date/Time - Transaction or creation date/time used for sorting and reporting.\n\n * Due Date - The next action/commitment date (delivery, fulfillment, completion), context-aware per module.\n\n * Status - Current lifecycle state (e.g., Pending, Issued, Open, Closed, Overdue, Partial); shown as a colored badge.\n\n * Party (Vendor / Customer) - Business counterparty for purchasing or sales records. In multi-company setups, a small “COMPANY” chip may show context.\n\n * Total Amount - Document total in the document currency (tax and freight inclusion depends on module settings).\n\n * Notes - Presence/preview of internal notes (when shown).\n\n * Location - Site/warehouse tied to the record.\n\n * Department - Department tag for routing and reporting.\n\n * Project Code - Project/job reference for costing and analytics.\n\n * Process / Progress - Step or percent indicator (used where applicable, e.g., work orders).\n\n\n\n\n> Tip: Not all columns appear by default. Use Select Columns to show/hide the ones your team needs.\n\n### Row & Table Controls\n\n * Row selector (checkbox) - Select one or more rows for bulk actions (where supported).\n\n * Row menu (⋯ “Menu”) - Per-record actions (e.g., Edit, Receive, Convert)—options vary by module.\n\n * Sorting - Click a column header to sort ascending/descending (small arrow indicator).\n\n * Search (top left) - Keyword search across high-value fields (number, name, etc.).\n\n * Filter (e.g., Status) - Narrow the list to a subset such as Open, Closed, Pending.\n\n * Add New - Create a new record of the list’s type.\n\n * Settings (gear) - Module-specific list preferences (e.g., defaults, numbering patterns in some modules).\n\n * Print (printer icon) - Print the current, filtered list view.\n\n * Download (arrow icon) - Export the current, filtered list (CSV/Excel as available).\n\n * Select Columns (column icon) - Open the column chooser, toggle column visibility, and Reset Columns to default layout.\n\n * Pagination / Records per page - Navigate large datasets and set how many rows to display per page.\n\n\n\n\n### Key Functions of List View\n\n 1. Find records fast\n\n * Type into Search for keywords (number, company, SKU/name depending on module).\n\n * Apply Filters like Status or Date range (where provided).\n\n 2. Customize your view\n\n * Click Select Columns → toggle on/off fields like Notes, Location, Department, Project Code, Process.\n\n * Drag to reorder columns (where enabled) and click headers to Sort.\n\n 3. Work in bulk\n\n * Use row checkboxes to select multiple records.\n\n * Trigger available Bulk Actions (varies by list; e.g., merge, export selected, batch update).\n\n 4. Output & sharing\n\n * Print to generate a printable snapshot of the filtered list.\n\n * Download to CSV/Excel for analysis or sharing (respects filters and visible scope).\n\n 5. Create & manage\n\n * Click Add New to create a record from the list you’re in.\n\n * Use the row Menu (⋯) to open context-specific actions quickly.","The dashboard gives a real-time snapshot of sales, shipping, inventory, and finance. It’s fully customizable—you can pick which cards to show, arrange them, and save multiple layouts for different needs (e.g., Sales vs. Operations).","userGuide-dashboard-reports",102,"dashboard-reports","Dashboard (List View) & Reports",{"_13":14,"_8":9,"_15":46,"_17":47,"_19":48,"_21":-5,"_22":49,"_24":-5,"_25":35,"_26":50,"_28":51},"## Overview\n\n * Export lets you download records from ianaiERP for backup, analysis, or template creation.\n\n * Import lets you add or update records in bulk by uploading a file (feature currently marked beta in the UI).\n\n * Supports common master and transaction entities (e.g., Items, Vendors, Work Orders, Purchase Orders).\n\n\n\n\n## Where to Access\n\n * From the top-right user menu, choose Data Import/Export.\n\n * Use the EXPORT and IMPORT tabs at the top of the page.\n\n\n\n\n## Key Attributes\n\n### Shared\n\n * Entity: The record type you’re exporting or importing (e.g., ITEM, ITEM CATEGORY, ITEM ATTRIBUTE, ITEM TEMPLATE, ITEM DEFAULT BIN, ITEM BUNDLE, LOT, WORK ORDER, VENDOR, PURCHASE ORDER, RECEIVING, CUSTOMER, ESTIMATE).\n\n * Company: Target company when your account uses multiple companies.\n\n\n\n\n### Export tab\n\n * Columns: Optional column picker; leave empty to include all available fields.\n\n * File Type: Choose CSV or Excel.\n\n * From Date / To Date: Optional date range filter for the selected entity.\n\n * Export: Generates and downloads the file.\n\n\n\n\n### Import tab\n\n * Drag file here: Upload area for your CSV/Excel file (file size limit shown in UI, e.g., ≤10 MB).\n\n * Import Data: Starts validation and import for the selected Entity and Company.\n\n\n\n\n## Key Functions\n\n### Export records\n\n 1. Open Data Import/Export → EXPORT.\n\n 2. Select Entity (e.g., ITEM or WORK ORDER).\n\n 3. (Optional) Select Company and Columns; add From/To Date when useful.\n\n 4. Choose File Type (CSV or Excel).\n\n 5. Click Export to download.\n\n\n\n\nTips\n\n * Exporting a small sample first is a good way to see required column names for later imports.\n\n * Leaving Columns empty exports all fields.\n\n\n\n\n### Import records\n\n 1. Open Data Import/Export → IMPORT.\n\n 2. Select Entity and Company.\n\n 3. Prepare your file:\n\n * Use the column headers as they appear in an export of the same Entity.\n\n * One row per record. Dates and numbers should use consistent formats.\n\n 4. Drag the file into the upload area (respect the size limit) or click to select it.\n\n 5. Click Import Data to validate and load.\n\n 6. Review any validation messages, correct your file if needed, and re-import.\n\n\n\n\n## Best practices\n\n * Create your import template by running an Export for the same Entity first.\n\n * Keep files small and focused (e.g., split very large imports by date or category).\n\n * For multi-company environments, verify the correct Company before importing.\n\n * Use consistent UOM, Location, Tax Code, and Account names that already exist in the system to avoid reference errors.","CSV templates, synchronization with external applications","userGuide-data-import",103,"data-import","Data Import/Export",{"_8":53,"_10":54},"inventory",[55,62,69,76,83,90,97],{"_13":14,"_8":53,"_15":56,"_17":57,"_19":58,"_21":-5,"_22":59,"_24":-5,"_25":14,"_26":60,"_28":61},"## Overview\n\n * Items centralize **key data** (basic info, pricing/tax, accounting, shipping, tracking) in one place.\n\n * System-tracked quantities (On Hand/Available/On Purchase/On Sales/On Build) support visibility over inventory status.\n\n * Attributes, options, custom fields, files, notes, and history help maintain complete, searchable records.\n\n * Best practices (naming consistency, regular updates, categories/tags, minimum stock, periodic reconciliation) support accurate reporting and stock control.\n\n\n\n\n## Where to Access\n\n * Users (admin / common) can access item via Inventory column (Inventory: Item)\n\n * Click Add New to initiate adding items onto the ianaiERP system\n\n\n\n\n## Key Attributes \n\n### Basic Information\n\n * Name: Primary label shown across the app\n\n * Type: Item Behavior (see below)\n\n * Category: Hierarchical grouping for organization/reporting\n\n * SKU (Stock Keeping Unit)\n\n\n\n\n### Item Types\n\n * INVENTORY: Physical goods that you stock and sell.\n\n * NON_INVENTORY: Items you buy and sell but don’t track quantities for.\n\n * CATEGORY: Used to organize items hierarchically.\n\n * EXPENSE: Items representing costs that are not directly tied to goods.\n\n * ASSEMBLY: Items that are built from other items (components).\n\n * BUNDLE: A collection of items sold together.\n\n * SERVICE: Non-physical items that represent services you provide.\n\n * OTHER: For items that don’t fit into the above categories.\n\n\n\n\n### General tab\n\n * Description — Longer text shown on docs.\n\n * Barcode — Code for scanning/lookup.\n\n * Link — Reference URL (e.g., spec page).\n\n * Base UOM — Primary unit of measure (cannot be changed once set).\n\n * Custom UOMs — Additional usable units.\n\n\n\n\n### Shipping tab\n\n * Weight / Dimensions — Used for rating/labels.\n\n * Customs Harmonization Code — Duty/tax classification.\n\n * Country of Origin — Manufacturing origin.\n\n * Customs Value / Currency Code — Declared customs value & currency.\n\n * Customs Description — Text for customs paperwork.\n\n\n\n\n### Inventory tab\n\n * Track Location\n\n * Track Bin Location\n\n * Track Lot Numbers - Track by batch/expiry.\n\n * Serial Tracking — Track unit-by-unit.\n\n * Default Vendor — Prefills vendor on POs/bills.\n\n * Default Expiry — Days until item expires.\n\n * Minimum Stock — Reorder threshold.\n\n * Default Class — Reporting/analysis tag.\n\n * Default Location — Prefill for work orders/inventory moves.\n\n * Default Bin Locations — Prefill bins when bin tracking is on.\n\n\n\n\n### Attributes tab\n\n * Item Attributes (add via Attributes tab; choose label/data type - Number / Boolean / Date / List; master record only)\n\n\n\n\n### Item Options\n\n * Custom options at transaction entry; useful for custom manufacturing/assembly\n\n * Custom Fields, File Attachments, Internal Notes\n\n * For more, please access [Item Options]() page\n\n\n\n\n### Accounting\n\n##### **Asset Account**\n\n * **What it is:** Balance-sheet account that holds the **inventory value**.\n\n * **When used:** Increases on **Item Receipts/Build completions** ; decreases on **Shipments/Inventory adjustments** (per your valuation method).\n\n * **Applies to:** **INVENTORY** and **ASSEMBLY** items.\n\n\n\n\n##### **COGS Account**\n\n * **What it is:** Expense account for the **cost of items sold**.\n\n * **When used:** Posted when inventory leaves stock for a sale (**Shipment/fulfillment**): Dr **COGS** , Cr **Asset**.\n\n * **Applies to:** **INVENTORY** and **ASSEMBLY** items.\n\n\n\n\n##### **Income Account**\n\n * **What it is:** Revenue account for **sales**.\n\n * **When used:** Credited on **Invoices/Sales Receipts** for **Salable** items.\n\n * **Applies to:** Any **Salable** item type (products or services).\n\n\n\n\n##### **Expense Account**\n\n * **What it is:** Expense account for **purchases that are not inventoried**.\n\n * **When used:** Debited on **Bills/Item Receipts** for **NON_INVENTORY** or **SERVICE** items you buy.\n\n * **Applies to:** **NON_INVENTORY** , **SERVICE** (and other non-stock) purchases.\n\n\n\n\n \n\n\n### Status & Tracking\n\n##### **Salable**\n\n * What it does: Makes the item selectable on sales documents.\n\n * Use when: You sell this item/service (finished goods, spare parts, etc.).\n\n * Affects: Shows Sales Price, requires Income Account; enables Sales Tax Code if Taxable is on.\n\n\n\n\n##### **Purchasable**\n\n * What it does: Makes the item selectable on purchasing/receiving documents.\n\n * Use when: You buy this item (raw materials, packaging, subcontracted services).\n\n * Affects: Shows Purchase Price, requires Expense Account for non-inventory/service items; enables Purchase Tax Code.\n\n\n\n\n##### **Component**\n\n * What it does: Allows the item to be consumed in manufacturing (BOMs/Builds/Work Orders).\n\n * Use when: The item is a raw material or sub-assembly used to build other items.\n\n * Affects: Unlocks selection in BOM/Manufacturing screens (no extra fields on the item form).\n\n\n\n\n##### **Taxable**\n\n * **What it does:** Applies tax to this item on sales and/or purchases per your tax setup.\n\n * **Use when:** The item is taxable under your rules (most goods; some services/exports may not be).\n\n * **Affects:** Shows **Sales Tax Code** , **Purchase Tax Code** , and “tax included in price” toggles; if off, no item-level tax is applied.\n\n\n\n\n## Key Functions\n\n * Define item type and basics: Create items with Name, Type, Category, SKU; fill Description/Barcode/Links; set Base/Custom UOMs.\n\n * Set status & pricing: Mark Salable/Purchasable/Component/Taxable; set Sales/Purchase Price and tax inclusion.\n\n * Map accounting: Assign Asset, COGS, Income, Expense accounts.\n\n * Enter shipping data: Weight/Dimensions; customs code, origin, value/currency, description.\n\n * Control inventory behavior: Enable Lot Tracking; (Serial Tracking noted as not implemented); set Default Vendor/Expiry/Minimum Stock/Class/Location/Bin.\n\n * Extend the record: Add Item Attributes; add Item Options; add Custom Fields; attach Files; add Internal Notes.\n\n * View change history: Use History to see changes and who made them.\n\n * Assembly Items: Add a Bill of Materials (components/quantities). Steps: set type to ASSEMBLY → create basic info → add components to BOM with quantities.\n\n * Bundle Items: Add Bundle Contents. Steps: set type to BUNDLE → create basic info → add items to bundle with quantities.\n\n * System-tracked quantities (inventory items): Quantity on Hand, Quantity Available, Quantity on Purchase, Quantity on Sales, Quantity on Build.\n\n\n\n\n## Related Features\n\n * [Purchase Orders]()\n\n * [Sales Orders]()\n\n * [Shipping]()\n\n * [Assembly Builds]()\n\n * [Inventory Adjustments]()\n\n * [Inventory Transfers]()\n\n\n\n\nFor more detailed information on managing items, please refer to the specific sections in this documentation.","Items are the foundation of your inventory management in ianaiERP. This guide will help you understand the various aspects of items and how to manage them effectively.","userGuide-item",201,"item","Item",{"_13":14,"_8":53,"_15":63,"_17":64,"_19":65,"_21":-5,"_22":66,"_24":-5,"_25":35,"_26":67,"_28":68},"## Overview\n\n * Reconciles system records to physical inventory by adjusting quantity and cost basis.\n\n * Suggested cost logic aligns adjustments with the item’s standard cost or chosen valuation method.\n\n * Supports auditing via documented Reason, Notes/Comments, and use of appropriate Adjustment Account.\n\n * Encourages good control through best practices: use as a last resort, document every adjustment, run cycle counts, and review adjustment reports to spot recurring issues.\n\n\n\n\n## \n\n\n## Where to Access\n\n * Users (admin / common) can access item via Inventory column (Inventory: Adjustment)\n\n * Click Add New to initiate inventory adjustment onto the ianaiERP system\n\n\n\n\n## Key Attributes \n\n### Header Fields (Adjustment Record)\n\n * Date: Effective date of the adjustment\n\n * Adjustment Number: Tracking number for the inventory adjustment\n\n * Location: Site where the adjustment occurs\n\n * Adjustment Account: Account to post the adjustment to (default can be set in Settings > General Settings). \n\n\n\n\n### Per-item lines\n\n * Item: The item being adjusted \n\n * Description: Brief description of the item\n\n * Current Quantity (On Hand) : System quantity at the time of adjustment (display only) \n\n * New Quantity or Quantity Change: Enter either the new total of the delta\n\n * Quantity Diff: System-calaulated difference (New-Current); shows units added/removed\n\n * Value Diff: Monetary impact of the line (inventory value change)\n\n * Notes/Comments: Additional context\n\n * Department: Tag the line to a department for reporting\n\n * Project Code: Tag the line to a project/job for tracking\n\n\n\n\n### Valuation Reference (for suggested cost)\n\n * For increases in quantity: system suggests cost based on the item's standard cost.\n\n * For decreases in quantity: suggestion is based on the selected valuation method (FIFO, LIFO, or Weighted Average). \n\n\n\n\n## Key Functions\n\n##### Investigate first (history, missed/incorrect transactions); _adjust only if mismatch remains._\n\n * Create an adjustment:\n\n 1. Navigate Inventory > Adjustment → Add New.\n\n 2. Enter Date, Location, Adjustment Account.\n\n 3. For each item: select Item, review Current Quantity, enter New Quantity or Quantity Change, optionally adjust Cost Basis, add Notes/Comments.\n\n 4. Save to process.\n\n * Adjust quantity & cost basis:\n\n * Enter either new total or change.\n\n * Adjust cost basis if needed.\n\n * Suggested cost uses standard cost (increase) or FIFO/LIFO/Weighted Average (decrease).\n\n\n\n\n## Related Features\n\n * [Items]()\n\n\n\n\nFor more detailed information on managing items, please refer to the specific sections in this documentation.","Inventory adjustments are used to increase or decrease item quantities and cost basis in ianaiERP to reconcile differences between physical stock and system records. Such differences may stem from spoilage, theft, loss, or receiving errors. Use adjustments sparingly: first review the item’s transaction history, check for incorrect or missing transactions, and only if the mismatch persists should you post an adjustment.","userGuide-inventory-adjustment",202,"inventory-adjustment","Inventory Adjustment",{"_13":14,"_8":53,"_15":70,"_17":71,"_19":72,"_21":-5,"_22":73,"_24":-5,"_25":35,"_26":74,"_28":75},"## Overview\n\n * Enables balanced stock distribution across locations/bins for multi-site operations.\n\n * Keeps valuation consistent with your configured method (FIFO/LIFO/Weighted Average).\n\n * Captures shipping details and can create a bill through the associated shipping vendor.\n\n * Supports stronger control via reasons, notes, reconciliation with physical counts, and notifications for large/critical transfers.\n\n\n\n\n## Where to Access\n\n * Users (admin / common) can access item via Inventory column (Inventory: Transfer)\n\n * Click Add New to initiate adding transfer onto the ianaiERP system\n\n\n\n\n## Key Attributes \n\n### Transfer types\n\n * Location-to-Location: Move items between different locations.\n\n * Bin-to-Bin: Move items between bins within the same location (bin-tracked).\n\n * Work Order Transfers: Automatically generated from work orders.\n\n\n\n\n### Header fields (transfer record)\n\n * Date: Date of the transfer.\n\n * From Location: Source location.\n\n * To Location: Destination location.\n\n * Adjustment/Billing linkage: For location-to-location, shipping details can be captured and a bill can be created based on the shipping vendor linked to the chosen ship method.\n\n\n\n\n### Per-item lines\n\n * Item: Item being transferred.\n\n * Description: Brief description of the item\n\n * On-hand: Current quantity on-hand\n\n * Quantity: Quantity to transfer.\n\n * From Bin / To Bin: Required for bin-tracked locations.\n\n * Notes / Comments: Additional context.\n\n\n\n\n### Valuation during transfer\n\n * Item value follows the inventory valuation method set in your settings (e.g., FIFO, LIFO, Weighted Average).\n\n\n\n\n## Key Functions\n\n * Create a transfer\n\n 1. Go to Inventory > Transfer → Add New.\n\n 2. Enter Date, From Location, To Location, Reason.\n\n 3. For each item: select Item, enter Quantity; if bin-tracked, set From Bin / To Bin; add Notes/Comments.\n\n 4. For location-to-location: add Ship Method, Tracking Number, Shipping Cost (bill can be created via the shipping vendor on the ship method).\n\n 5. Save.\n\n * Valuation reference: Transfer valuation respects your FIFO/LIFO/Weighted Average setting.\n\n * **Generate from Reorder Report: Use Reports > Item > Reorder Report with a To Location, then Actions → From Location → Generate Transfer; review/edit in Transfers.**\n\n\n\n\n## Related Features\n\n * [Items]()\n\n\n\n\nFor more detailed information on managing items, please refer to the specific sections in this documentation.","inventory transfers move items between locations or between bins within the same location in ianaiERP. They are essential for multi-location inventory and optimized stock distribution, especially when you need to reposition stock efficiently.","userGuide-inventory-transfer",203,"inventory-transfer","Inventory Transfer",{"_13":14,"_8":53,"_15":77,"_17":78,"_19":79,"_21":-5,"_22":80,"_24":-5,"_25":35,"_26":81,"_28":82},"## Overview\n\n * **Batch control & expiry**: Maintains batch control and expiration visibility.\n\n * **Traceability** : Provides traceability for quality control and recall handling.\n\n * **Multi-location accuracy** : Supports multi-location management with accurate lot balances.\n\n * **Data integrity** : Improves inventory integrity by capturing lot history and adjustments.\n\n\n\n\n## Where to Access\n\n * Users (admin / common) can access and utilize lot tracking via Inventory column (Inventory: Lot List: Add New)\n\n\n\n\n## Key Attributes \n\n### Behavior\n\n * Lots are tracked **across locations** and throughout inventory processes.\n\n * **Important (conversion):** Converting an existing item to lot-tracked requires first **zeroing out quantity and value via an adjustment** (note total value for later reloading).\n\n\n\n\n### Using lots in transactions\n\n * **Receiving:** Assign a **lot number** on Item Receipts or as **outputs of builds/processes**.\n\n * **Shipping/usage:** Select the **specific lot** from a dropdown on shipments/other transactions.\n\n\n\n\n### Adding lot numbers & quantities\n\n * **Manual/scan** lot numbers during receipt.\n\n * Use **Auto lot numbers** (check box on transactions).\n\n * For **adjustments of new lots** : create the lot in the **Lots list** , then use it in the adjustment.\n\n\n\n\n### Managing lots across locations\n\n * Lot quantities can be spread over **multiple locations**.\n\n * Use **Lot Stock Status report** to view lot quantities across all locations.\n\n * When **transferring** lot-tracked items, **specify the lot numbers** involved.\n\n\n\n\n### Adjusting lot-tracked items\n\n * **Items → Adjustment → New** → select the **lot-tracked item** , specify **lot number** , enter **quantity adjustment**.\n\n\n\n\n### Viewing lot history\n\n * **Items → Lot** → click a **lot number** to view its **history**.\n\n\n\n\n## Key Functions\n\n * **Enable lot tracking on an item** (per-item toggle on the Inventory tab).\n\n * **Receive lot-tracked items** (assign lot numbers on Item Receipt or build/process output).\n\n * **Ship/use specific lots** (choose the lot on the transaction line).\n\n * **Transfer lots** between locations (specify lot numbers).\n\n * **Adjust lot quantities** for a given lot (Adjustment).\n\n * **Review status & history** (Lot Stock Status report; Lot history page).\n\n\n\n\n## Related Features\n\n * [Items]()\n\n * [Inventory Adjustments]()\n\n * [Inventory Transfers]()\n\n\n\n\nFor more detailed information on managing lot-tracked items, please refer to the specific sections in this documentation.","Lot tracking assigns a unique lot number to a batch of items and follows that batch across locations and inventory stages.","userGuide-lot-tracking",204,"lot-tracking","Lot Tracking",{"_13":14,"_8":53,"_15":84,"_17":85,"_19":86,"_21":-5,"_22":87,"_24":-5,"_25":35,"_26":88,"_28":89},"## Overview\n\n * **Granular control:** Know exactly where items sit inside each location.\n\n * **Process visibility:** Bin info appears on receipts, adjustments, transfers, picks, and shipments.\n\n * **Accuracy & speed:** Clear bin structure supports audits and reduces picking errors.\n\n\n\n\n## Where to Access\n\n * **Bins list:** **Miscellaneous → Bin Location**\n\n * **Default bin per item:** Inventory → **Items** → Add New → **Initial Location (Bin Setup)**.\n\n\n\n\n## Key Attributes\n\n * **Bin** : A defined storage area inside a location.\n\n * **Location-specific** : Each location has its own bin structure; bin tracking is enabled **when creating** the location.\n\n * **Immutable setting** : Once bin tracking is enabled for a location, it **can’t be disabled** (and can’t be enabled later for existing non-bin locations).\n\n * **Bin Number** : Unique identifier; consider prefixes for multi-location setups.\n\n * **Description** : Human-readable label for the bin.\n\n * **Location (link)** : The bin’s parent location.\n\n * **Sequence Number (0–9999)** : Ordering/route cue for picks.\n\n * **Contents column** : Optional view on the Bins list to see items in each bin.\n\n * **Default Bin (item)** : Per-item default used on transactions.\n\n * **Location Settings (item list)** : Use when the same item has different default bins per location.\n\n * **Data Tools (bulk)** : Export/Import Items to assign default bins in bulk (enter bin numbers; do a second bulk edit to place stock).\n\n\n\n\n## Key Functions\n\n### Step 1: Add Bins to a Location\n\n 1. Go to **Company** > **Miscellaneous** > **Bins**.\n\n 2. Click **Add New** on the top right.\n\n 3. Enter the following details:\n\n * **Bin Number** : Use a unique identifier (consider a prefix for multi-location setups).\n\n * **Description** : Provide a clear description of the bin.\n\n * **Location** : Select the bin-tracked location.\n\n * **Sequence Number** : Enter a number (0-9999) to indicate the bin's order.\n\n 4. Save the bin.\n\n 5. Repeat for all required bins.\n\n\n\n\n### Step 2: Assign Items to Bins\n\n#### For a Few Items:\n\n 1. Go to **Inventory** > **Items**.\n\n 2. Edit the item.\n\n 3. Select the appropriate bin from the **Default Bin** dropdown.\n\n 4. Save the item.\n\n\n\n\n#### For Many Items (Bulk Edit):\n\n 1. Go to **Settings** > **Import/Export Data**.\n\n 2. Select **Items** under the Standard section.\n\n 3. On the Item export page:\n\n * Filter by the desired location.\n\n * Select \"Add all columns required for import\".\n\n * Choose your preferred export format.\n\n 4. Edit the exported file, entering bin numbers in the Bin column (Column O).\n\n 5. Import the modified file via **Company** > **Data Tools** > **Import Data**.\n\n\n\n\n> **Note** : To add stock to bins, perform a second bulk edit with item quantities and values.\n\n## Using Bin-Tracked Items\n\n * Bin information appears on item receipts, adjustments, transfers, pick tickets, and shipments.\n\n * For items stored at multiple locations with different default bins, use the **Location Settings** action on the Items list.\n\n\n\n\n## Transferring Bin-Tracked Inventory\n\nUse the inventory transfer feature to move items:\n\n * Between bin-tracked locations\n\n * Between bins within the same location\n\n * To or from non-bin-tracked locations\n\n\n\n\nThe transfer form will display the appropriate \"From Bin\" and \"To Bin\" fields based on the locations involved.\n\n## Changing Bin Tracking Status for a Location\n\nSince bin tracking status cannot be changed for existing locations, follow these steps to effectively change a location's status:\n\n 1. Create a new location with the desired bin tracking status.\n\n 2. Transfer inventory from the old location to the new one.\n\n 3. Delete or rename the old location to prevent future use.\n\n\n\n\n## Best Practices\n\n 1. Establish a clear naming convention for bins, especially in multi-location setups.\n\n 2. Regularly audit bin contents to ensure accuracy.\n\n 3. Train staff on proper bin tracking procedures to maintain inventory accuracy.\n\n 4. Use barcode scanning when available to reduce errors in bin assignments and transfers.\n\n\n\n\n## Related Features\n\n * [Inventory Transfers]()\n\n\n\n\nFor more detailed information on using bin tracking in specific processes, please refer to the respective sections in this documentation.","Bin tracking in ianaiERP lets you manage specific storage areas (bins) within a location (aisle/row/shelf/floor).","userGuide-bin-tracking",205,"bin-tracking","Bin Tracking",{"_13":14,"_8":53,"_15":91,"_17":92,"_19":93,"_21":-5,"_22":94,"_24":-5,"_25":35,"_26":95,"_28":96},"## Item Options\n\nItem Options are customizable properties that can be attached to items in your inventory system. They allow you to:\n\n * **Extend Standard Properties** : Add custom fields beyond the default item attributes.\n\n * **Capture Specialized Data** : Collect industry-specific or business-specific information.\n\n * **Create Variant Options** : Define variations of products (size, color, material, etc.).\n\n * **Support Complex Pricing** : Enable price adjustments based on selected options.\n\n\n\n\n## Dynamic Templates\n\nDynamic Templates are the design blueprints for how Item Options are presented and collected. They offer:\n\n * **Visual Form Builder** : Drag-and-drop interface to design forms without coding.\n\n * **Responsive Layouts** : Create forms that work across different screen sizes.\n\n * **Conditional Logic** : Show/hide fields based on user selections.\n\n * **Data Validation** : Ensure collected information meets required formats and constraints.\n\n * **Real-time Updates** : Fields can update dynamically as users make selections.\n\n\n\n\n## Key Benefits\n\n### Flexibility\n\nCreate exactly the data collection interface your business needs without being limited to predefined fields.\n\n### Consistency\n\nEnsure data is collected in a standardized format across your organization.\n\n### User Experience\n\nGuide users through complex data entry with intuitive forms that only show relevant fields.\n\n### Data Quality\n\nImprove data accuracy with validation rules and constraints.\n\n### Business Logic\n\nEmbed business rules directly into your forms with conditional logic.\n\n## Common Use Cases\n\n * **Manufacturing** : Collect specifications, materials, and production details.\n\n * **Retail** : Define product variations like size, color, and style.\n\n * **Food Service** : Specify ingredients, preparation instructions, and nutritional information.\n\n * **Healthcare** : Record specialized equipment details and maintenance requirements.\n\n * **Construction** : Document materials, dimensions, and installation specifications.\n\n\n\n\n## How It Works\n\n 1. **Create a Template** : Design your form layout using the Options Builder.\n\n 2. **Assign to Items** : Link the template to relevant items in your inventory.\n\n 3. **Collect Data** : When users interact with these items, they'll see your custom form.\n\n 4. **Process Information** : The collected data becomes part of the item's properties.\n\n\n\n\n## Component Field Instructions for Item Option Template Editor\n\nBelow is a comprehensive guide for each component field in the Item Options Builder. This documentation explains the purpose and usage of each field to help users create effective form components.\n\n### Basic Fields\n\n#### Type\n\n * **Purpose** : Defines the type of component to be rendered.\n\n * **Usage** : Select from dropdown menu. Each type has different properties and behaviors.\n\n * **Options** : Text, Box, TextInput, NumberInput, DateInput, Switch, Chip, CheckBox, Select, NumberSelect, MultiSelect, AutoComplete, List\n\n\n\n\n#### Label\n\n * **Purpose** : The text displayed as the component's label or content.\n\n * **Usage** : Enter descriptive text that identifies the purpose of the field.\n\n * **Note** : For display components like Text, this is the actual content shown.\n\n\n\n\n#### Show Label\n\n * **Purpose** : Controls whether the label is displayed alongside the component.\n\n * **Usage** : Toggle on to show the label, off to hide it.\n\n * **Note** : Useful when the field's purpose is self-explanatory or when space is limited.\n\n\n\n\n### Positioning and Sizing\n\n#### X Position\n\n * **Purpose** : Horizontal position of the component from the left edge.\n\n * **Usage** : Enter a numeric value in pixels.\n\n * **Tip** : Use arrow keys for fine adjustments when component is selected.\n\n\n\n\n#### Y Position\n\n * **Purpose** : Vertical position of the component from the top edge.\n\n * **Usage** : Enter a numeric value in pixels.\n\n * **Tip** : Use arrow keys for fine adjustments when component is selected.\n\n\n\n\n#### Width\n\n * **Purpose** : The horizontal size of the component.\n\n * **Usage** : Enter a numeric value in pixels.\n\n * **Note** : Some components have minimum width requirements.\n\n\n\n\n#### Height\n\n * **Purpose** : The vertical size of the component.\n\n * **Usage** : Enter a numeric value in pixels.\n\n * **Note** : Some components have minimum height requirements.\n\n\n\n\n#### Z Index\n\n * **Purpose** : Controls the stacking order of overlapping components.\n\n * **Usage** : Higher values appear on top of components with lower values.\n\n * **Default** : 0\n\n\n\n\n### Behavior Settings\n\n#### Required\n\n * **Purpose** : Makes the field mandatory for form submission.\n\n * **Usage** : Toggle on to make the field required, off to make it optional.\n\n * **Note** : Required fields are marked with an asterisk (*).\n\n\n\n\n#### Omit JSON\n\n * **Purpose** : Excludes the field's value from the final JSON data.\n\n * **Usage** : Toggle on to exclude from data submission, off to include.\n\n * **Note** : Useful for display-only or helper fields.\n\n\n\n\n#### Default Value\n\n * **Purpose** : Pre-fills the component with an initial value.\n\n * **Usage** : Enter the value that should appear when the form is first loaded.\n\n * **Note** : Format depends on component type (text, number, boolean, etc.).\n\n\n\n\n#### Tab Index\n\n * **Purpose** : Controls the order of focus when using the Tab key.\n\n * **Usage** : Set numerically in the Component Order modal.\n\n * **Note** : Lower numbers are focused first.\n\n\n\n\n### Validation and Constraints\n\n#### Min Value\n\n * **Purpose** : Sets the minimum allowed value for NumberInput.\n\n * **Usage** : Enter a numeric value or leave blank for no minimum.\n\n * **Note** : Only available for NumberInput components.\n\n\n\n\n#### Max Value\n\n * **Purpose** : Sets the maximum allowed value for NumberInput.\n\n * **Usage** : Enter a numeric value or leave blank for no maximum.\n\n * **Note** : Only available for NumberInput components.\n\n\n\n\n### Selection Options\n\n#### Choices\n\n * **Purpose** : Defines the available options for selection components.\n\n * **Usage** : Enter one option per line.\n\n * **Note** : For NumberSelect, only numeric values are allowed and will be automatically sorted.\n\n * **Applies to** : Select, NumberSelect, MultiSelect, AutoComplete components.\n\n\n\n\n### Conditional Logic\n\n#### Active Condition\n\n * **Purpose** : Controls when the component is enabled/visible.\n\n * **Usage** : Enter a logical expression based on other field values.\n\n * **Format** : `fieldName=value`, `fieldName!=value`, `fieldName:contains:value`, `fieldName:true`, `fieldName:false`\n\n * **Combining** : Use `||` for OR, `&&` for AND conditions.\n\n * **Example** : `status=active || type=premium`\n\n\n\n\n#### Value Condition\n\n * **Purpose** : Dynamically sets the component's value based on other fields.\n\n * **Usage** : Define rules for automatic value changes.\n\n * **Format** : `ComponentName=value:resultValue,ComponentName=anotherValue:anotherResultValue`\n\n * **Example** : `PaymentType=credit:30,PaymentType=cash:0`\n\n\n\n\n### Styling\n\n#### Style\n\n * **Purpose** : Applies custom CSS styling to the component.\n\n * **Usage** : Enter valid JSON object with CSS properties.\n\n * **Format** : `{\"color\": \"red\", \"fontWeight\": \"bold\"}`\n\n * **Note** : Use camelCase for CSS properties (e.g., `backgroundColor` not `background-color`).\n\n\n\n\n### Special Component Notes\n\n#### Text\n\nA static text display component. Use for headings, instructions, or labels.\n\n#### Box\n\nA container element that can be used for visual grouping or decoration.\n\n#### NumberSelect\n\nA select dropdown specifically for numeric values. Values are automatically validated and sorted numerically.\n\n#### MultiSelect\n\nAllows selection of multiple options from a list. Values are stored as comma-separated strings.\n\n#### List\n\nAllows entry of multiple text items, similar to a simple spreadsheet column.\n\n## Tips for Effective Form Design\n\n * **Logical Grouping** : Place related fields near each other.\n\n * **Consistent Spacing** : Maintain even spacing between components for a professional look.\n\n * **Clear Labels** : Use concise, descriptive labels that clearly indicate the field's purpose.\n\n * **Validation Feedback** : Use required fields and min/max values to guide users to enter valid data.\n\n * **Conditional Logic** : Hide irrelevant fields to reduce form complexity using Active Condition.\n\n * **Tab Order** : Set a logical tab order to improve keyboard navigation.","Item Options and Dynamic Templates provide a powerful system for creating customizable, interactive forms that adapt to user input. This feature allows you to define complex data collection interfaces without requiring programming knowledge.","userGuide-item-options",206,"item-options","Item Options and Dynamic Templates",{"_13":14,"_8":53,"_15":98,"_17":99,"_19":100,"_21":-5,"_22":101,"_24":-5,"_25":35,"_26":102,"_28":103},"## Overview / Insight\n\n * Serial Tracking assigns a unique serial number to each unit and follows that unit across locations and inventory stages (receiving, shipping, transfers, builds, adjustments).\n\n * It improves traceability (quality/recall), accuracy, and accountability.\n\n * Works in two modes inside transactions: **add serials** (bring into stock) and **remove serials** (take from stock).\n\n * System rules: serial numbers must be **unique** , quantity must be an **integer** for serial-tracked items, and the **count of serials must equal the quantity** on each transaction or save is blocked.\n\n\n\n\n## Where to Access\n\n * **System setup** : Top-right **User name → Settings → General tab → Tracking Settings**\n\n * ✅ **Enable Serial Tracking** (auto-saves)\n\n * (Optional) ✅ **Enable Auto Serial Number**\n\n * **Per-item setup** : **Inventory → Items → Add New / Edit → Inventory tab**\n\n * **Track Serial Numbers**\n\n * (Optional) **Auto Serial Number** \\+ **Auto Serial Number Format**\n\n * Initial stock serials: **General tab → Initial Stock Quantity** , then **Inventory tab → Initial Stock Serials**\n\n * **Serial list & history**: **Inventory → Serial List**\n\n * Click a serial to open **Serial History** (modal).\n\n * **In transactions** : Item Receipt, Shipment, Transfer, Relocation, Adjustment (increase/decrease), Build (finished goods / component consumption), Restock.\n\n\n\n\n## Key Attributes (all settings & rules)\n\n### Core settings\n\n * **Enable Serial Tracking** : Turns on serial control platform-wide.\n\n * ⚠️ If you disable it, _all_ serial-tracking data is deleted and **cannot be undone**.\n\n\n\n\n**Enable Auto Serial Number** (optional): Auto-generates serials when you enter quantity for serial-tracked items.\n\n * Benefits: No manual typing, prevents duplicates/missing serials, ideal for high volumes.\n\n\n\n\n### Per-item controls\n\n * **Track Serial Numbers** (item level): Activates serial tracking for the item.\n\n * **Initial Stock Serials** : If the item has beginning inventory, you must enter the same **count of serials** as the **initial quantity**.\n\n * **Add to existing items** : If stock already exists, you must initialize serials for that on-hand quantity (you’ll see “Serial tracking not initialized” → use **Adjust Stock** to load serials).\n\n\n\n\n### Auto Serial Number Format (required when using auto-generation)\n\n * **Token requirement** : The format must contain **exactly one** auto-increment token:\n\n[[INCNUM,resetCycle,digits,startNumber]]\n\n * **Reset cycles** :\n\n * NONE – never resets (e.g., [[INCNUM,NONE,4,1]] → 0001, 0002, …)\n\n * DAILY – resets each day (today: 0001…; tomorrow: 0001…)\n\n * MONTHLY – resets on the 1st of each month\n\n * **Other tokens** : Plain text; date/time tokens ([[DATE]], [[YEAR]], [[MONTH]], [[DAY]], etc.).\n\n * **Examples** :\n\n * SN-[[INCNUM,NONE,6]] → SN-000001, SN-000002, …\n\n * ITEM-[[YEAR]][[MONTH]]-[[INCNUM,DAILY,4]] → ITEM-202412-0001, …\n\n * [[DATE]]-[[INCNUM,NONE,3,1]] → 2024-12-01-001, 2024-12-01-002, 2024-12-02-001, …\n\n\n\n\n### Validation & data rules\n\n * **Counts must match** : Serial count must equal the transaction quantity (or initial stock).\n\n * **Uniqueness** : Serial numbers must be unique system-wide; used serials can’t be reused.\n\n * **Integers only** : Serial-tracked quantities must be integers.\n\n * **Save blocking** : If counts don’t match, **Save** is disabled and an error is shown.\n\n\n\n\n## Key Functions (complete workflows & operations)\n\n### 4.1 Platform enablement\n\n 1. **Enable in Settings**\n\n * User name → **Settings** → **General** → **Tracking Settings** → ✅ **Enable Serial Tracking**.\n\n * (Optional) ✅ **Enable Auto Serial Number**.\n\n * Verify both toggles (Auto is optional).\n\n\n\n\n### Item-level setup\n\n##### **New item**\n\n * Create item → **Inventory** tab → **Track Serial Numbers**.\n\n * (Optional) **Auto Serial Number** \\+ enter **Auto Serial Number Format** (use tokens; must include one [[INCNUM...]]).\n\n * If there is initial stock: **General → Initial Stock Quantity** , then **Inventory → Initial Stock Serials** (enter exactly the same count of serials as the quantity).\n\n\n\n\n##### **Existing item**\n\n * Open item → **Inventory** tab → **Track Serial Numbers**.\n\n * If on-hand exists, initialize serials: when “Serial tracking not initialized” appears, click **Adjust Stock** and enter the serials for the current stock.\n\n * (Optional) Set **Auto Serial Number Format** → **Save**.\n\n * ⚠️ Disabling serial tracking deletes all serial data (irreversible).\n\n\n\n\n### Serial Number Modal — entering serials\n\n##### A) File upload\n\n * Supported: **.xlsx / .csv / .txt**.\n\n * Drag & drop or click to upload; duplicates are auto-removed.\n\n\n\n\n##### B) Auto-generate (Prefix/Start/End/Padding/Suffix)\n\n * **Prefix** : fixed text before numbers (e.g., SN-)\n\n * **Start** : starting number (e.g., 1)\n\n * **End** : auto-calculated after Start\n\n * **Padding** : digit width (4 → 0001)\n\n * **Suffix** : fixed text after numbers (e.g., -A)\n\n * Examples:\n\n * SN- + Start 1 + Padding 4 → SN-0001, SN-0002, …\n\n * Start 100 + Padding 3 + Suffix -A → 100-A, 101-A, …\n\n\n\n\n##### C) Manage the list\n\n * **Collapsed ranges** by default (e.g., SN-0001 – SN-0010 (10)).\n\n * **Show all** to expand; **Collapse** to compress.\n\n * **Delete one** (trash icon) or **Clear** to remove all.\n\n\n\n\n##### D) Quantity check & save\n\n * Header shows **(entered / required)** , e.g., Serial numbers (5 / 10).\n\n * **Save** is enabled only when counts match.\n\n * ⚠️ Serials must be unique and match quantity exactly.\n\n\n\n\n### Use in transactions\n\n##### Add serials (bring into stock)\n\n * **Item Receipt** , **Build** (finished goods output), **Adjustment (increase)** , **Restock**.\n\n * With **Auto Serial Number** on: serials auto-generate when you enter quantity.\n\n * Or click **Serials** to open the modal and enter/import serials manually.\n\n * Rules: serial count = quantity; serials unique; integer quantity only.\n\n\n\n\n##### Remove serials (take from stock / consume)\n\n * **Adjustment (decrease)** , **Build** (component **CONSUME**), **Shipment** , **Transfer** (move between locations), **Relocation** (move between companies).\n\n * The modal lists **on-hand serials** for the item; select the ones to remove.\n\n * Tools: **Filter/Search** , **Select All** , **Auto Select** , review selected list.\n\n * Ensure selected count equals the quantity.\n\n * Serials already used elsewhere can’t be selected.\n\n\n\n\n##### General notes\n\n * Quantity must be an integer for serial-tracked lines.\n\n * Serials are unique across the system and cannot be reused once consumed/used.\n\n\n\n\n### 4.5 Serial list & history\n\n##### Serial List\n\n * **Inventory → Serial List** shows all serials in a table.\n\n\n\n\n##### Serial History (modal)\n\n * Click a serial to open its detailed history.\n\n * Each row links to the original transaction (opens in a new modal).\n\n * **Transaction types** include: SHIP, RECEIVE, ADJUST, MOVEIN, MOVEOUT, BUILD, CONSUME, WORKBUILD, WORKCONSUME, RETURN\n\n * Columns include **Related Document** , **Date/Time** , **Quantity** , **Location**.","Serial Tracking assigns a unique serial number to each unit and follows it through receiving, production, transfers, shipping, returns, and adjustments. It enforces one-to-one matching (serials = quantity) and blocks duplicates, giving audit-ready traceability for quality, warranty/RMA, and compliance. Optional auto-generation speeds high-volume entry and keeps formats consistent.","userGuide-serial-tracking",207,"serial-tracking","Serial Tracking",{"_8":105,"_10":106},"manufacturing",[107,114,121,128,135,142,149],{"_13":14,"_8":105,"_15":108,"_17":109,"_19":110,"_21":-5,"_22":111,"_24":-5,"_25":35,"_26":112,"_28":113},"## Overview\n\n * BOMs define the structure and composition of assembled products.\n\n * They specify the exact quantities of each component needed to produce one unit of the finished good.\n\n * BOMs help in accurate cost calculation, inventory management, and production planning.\n\n\n\n\n## Where to Access\n\n * Users can access Build of Material (BOM) via Manufacturing column (Manufacturing: BOM)\n\n\n\n\n## Key Attributes\n\n##### **Header**\n\n * **Name** : Internal name of this BOM.\n\n * **Item** *: The finished/assembly item this BOM builds.\n\n * **Revision:** revision required to stay up to date with the BOMs\n\n * **Effective Start/End Date** : Optional validity window for using this BOM.\n\n\n\n\n##### **Component Lines when adding BOM (per row)**\n\n * **Item** : Component code or name.\n\n * **Description** : Brief line description (optional).\n\n * **Quantity** : Amount needed to produce **one** unit of the finished item.\n\n * **UOM (Unit of Measure)** : Unit for the quantity.\n\n * **Unit Cost** : Cost per unit of the component.\n\n * **Total Cost** : Auto-calculated (**Quantity × Unit Cost**).\n\n\n\n\n##### **BOM Rules (optional)**\n\n * **Condition** : Rule to determine when a component applies.\n\n * **Item** : Component chosen when the condition is met.\n\n * **Description** : Optional note.\n\n * **Quantity** : Supports expressions (e.g., 4+{count}).\n\n * **UOM / Unit Cost** : Same meaning as above.\n\n\n\n\n> Use the separate **BOM Rules** section of the manual for rule syntax and advanced usage.\n\n##### **Overheads (optional)**\n\n * **Overhead** : Labor/fees recorded as separate lines.\n\n * **Description** / **Quantity** / **Unit Cost** / **Total Cost** : Cost capture for non-material elements.\n\n\n\n\n##### **Notes & Files**\n\n * **Internal Notes** : Free-form instructions or clarifications.\n\n * **Attachments** : Drag-and-drop supporting documents (specs, drawings, etc.).\n\n\n\n\n## Key Functions\n\n * **Create a BOM** : Manufacturing → BOM → **New** → enter **Name** , choose **Item** , set **Effective Dates** (optional), toggle **Default** if desired. Add **Component Lines** (Item, Quantity, UOM, Unit Cost).\n\n * **Add Overheads** : Capture labor/fees as **Overheads** lines for complete costing.\n\n * **Use BOM Rules** (optional): Add **Condition** rows that include components only when rules apply; set **Quantity** (supports expressions).\n\n * **Maintain accuracy** (recommended practice):\n\n * Ensure **all components** are correctly identified and **quantities are accurate**.\n\n * **Review and update** BOMs regularly when processes or component costs change.\n\n * Use **base units of measure** consistently across the BOM.\n\n * Include **all relevant costs** , including **labor and overhead** , for accurate product costing.\n\n * For complex products, consider **multi-level BOMs** with sub-assemblies.\n\n\n\n\n## Related Features\n\n * [Items]()\n\n * [Builds]()\n\n * [Routing]()","A Bill of Materials (BOM) lists the components, quantities, and costs required to manufacture a finished product or assembly. BOMs define the structure/composition of the product, specify exact quantities per finished unit, and support accurate cost calculation, inventory management, and production planning.","userGuide-bill-of-materials",301,"bill-of-materials","Bill of Materials (BOM)",{"_13":14,"_8":105,"_15":115,"_17":116,"_19":117,"_21":-5,"_22":118,"_24":-5,"_25":35,"_26":119,"_28":120},"## Overview\n\n * Builds convert component items into finished goods (assemblies).\n\n * Each build transaction decreases the inventory of components and increases the inventory of the finished good.\n\n * The system supports multi-level bills of materials (BOMs) for complex assemblies.\n\n\n\n\n## Where to Access\n\n * Users can access builds in Manufacturing\n\n\n\n\n## Key Attributes\n\n### Header\n\n * Build Number: Auto/manual identifier for the build.\n\n * Date: Build date (defaults to today).\n\n * Location: Where the build occurs (defaults to user’s location).\n\n * Internal Notes: Free text for special instructions.\n\n\n\n\n### Built Items section\n\n * Item: The assembly to produce.\n\n * Quantity: Units to build.\n\n * Bin Location: Storage bin for finished goods (if bin tracking).\n\n * Lot/Serial: Lot or serial numbers for the finished item (if tracked).\n\n\n\n\n### Line Items section (components)\n\n * Item: Each component to be consumed.\n\n * Quantity: Amount used for this build.\n\n * Bin Location: Source bin for the component (if applicable).\n\n * Lot/Serial: Lot/serial to consume (if tracked).\n\n * Class / Project Code / Department: Optional tags for reporting.\n\n\n\n\n### Statuses\n\n * Pending: Created; not started.\n\n * In Production: In progress.\n\n * Complete: Finished; stock moves posted.\n\n * Cancelled: Will not be completed.\n\n\n\n\n### Behavior\n\n * Stock movements are created automatically when a build is Complete.\n\n * Lot/Serial tracking and Bin locations are supported for both components and finished goods.\n\n\n\n\n## Key Functions\n\n### Create a build\n\n * Manufacturing → Build → Add New → fill Header → add Built Item (Item, Quantity, Bin, Lot/Serial) → add Line Items (components, quantities, bins, lot/serial) → Save.\n\n\n\n\n### Track progress\n\n * Update Status (Pending → Production → Complete/Cancelled) as work proceeds.\n\n\n\n\n### Consume specific stock\n\n * Select the exact lot/serial and bin for each component when required.\n\n\n\n\n### Post completion\n\n * Mark Complete to decrease component stock and increase finished-good stock automatically.\n\n\n\n\n### Operate with best practices\n\n * Ensure all components are correctly identified and quantities are accurate.\n\n * Review/update builds and underlying BOMs when processes or costs change.\n\n * Use base units of measure consistently across components.\n\n * Include all relevant costs (e.g., labor/overhead captured elsewhere) for accurate product costing.\n\n * Use multi-level BOMs for products with sub-assemblies.\n\n\n\n\n## Related Features\n\n * [Items]()\n\n * [Bill of Materials]()\n\n\n\n\nFor more detailed information on managing builds and the production process, please refer to the specific sections in this documentation.","In ianaiERP, builds are used to manage the assembly of finished goods from raw materials or components. This feature is essential for businesses involved in manufacturing or assembly processes.","userGuide-build",302,"build","Build",{"_13":14,"_8":105,"_15":122,"_17":123,"_19":124,"_21":-5,"_22":125,"_24":-5,"_25":35,"_26":126,"_28":127},"## Overview\n\n * Routing specifies the step-by-step operations needed to transform raw materials into finished goods.\n\n * Each operation in a routing includes details about work centers, labor, setup time, and run time.\n\n * Properly configured routings help optimize production scheduling, resource allocation, and cost calculation.\n\n\n\n\n## Where to Access\n\n * Users (admin / common) can access item via Manufacturing column (Manufacturing: Routing)\n\n * Click Add New to initiate adding routings onto the ianaiERP system\n\n\n\n\n## Key Attributes\n\n### Header\n\n * Name — Internal name of the routing variant (e.g., “Std – 500ml”).\n\n * Item — Finished good this routing applies to.\n\n * Default (toggle) — If on, this routing auto-selects for the item on new Work Orders.\n\n * Effective Start / End Date — Validity window; scheduler should not use the routing outside these dates.\n\n * Default Cycle Time — Target cycle time per unit; used as a planning reference for capacity/throughput.\n\n\n\n\n### Operation Lines\n\n * # (Sequence) — Execution order of steps (drag to reorder; typical values 10/20/30…).\n\n * Operation Name — Step label shown to the shop floor (e.g., Cut, Drill, Pack).\n\n * Setup Time (m) — One-time preparation time per batch/run at this step.\n\n * Run Time (m) / unit — Processing time per unit at this step (drives capacity/cost).\n\n * Work Center — Machine/cell/resource that performs the operation (rates feed costing and scheduling).\n\n * Print Template — Traveler/label/SOP to print for this step, if required.\n\n\n\n\n### Routing Rules (conditional operations)\n\n * Variable Feature (x) — Ruleset that inserts/overrides operations based on item options/attributes.\n\n * Condition — Criteria that must be met (e.g., option = “Stainless”) for the rule to apply.\n\n * Operation fields (Name, Setup, Run, Work Center) — Values to use when the condition is true.\n\n * Ordering — Sequence number to place the conditional operation in the flow.\n\n * Print Template — Document override for the conditional step.\n\n\n\n\n### Notes & Files\n\n * Notes — Free-form instructions or cautions for planners/operators.\n\n * Attachments — Upload SOPs, drawings, checklists, or QC forms used during the routing.\n\n\n\n\n## Key Functions\n\n * Create a routing\n\n * Manufacturing → Routings → New Routing\n\n * Enter name and description\n\n * Add operations to define the process flow\n\n * Add operations\n\n * Add Operation → fill Name, Work Center, Setup Time, Run Time\n\n * Set Sequence Number; add special instructions/requirements\n\n * Assign a routing to a work order\n\n * Manufacturing → Work Orders → New/Select → choose Routing\n\n * Operations from the routing are auto-populated; adjust as needed\n\n * Create routing rules\n\n * Manufacturing → Routing Rules → set conditions (variable/operator/value) → choose routing if met → (optionally) use variables for setup/run time per unit → Save\n\n\n\n\n## Related Features\n\n * [Work Orders]()\n\n * [Bill of Materials (BOM)]()\n\n * [Work Centers]()\n\n\n\n\nFor more detailed information on advanced routing techniques and optimization, please refer to the specific sections in this documentation.","Routing in ianaiERP defines the sequence of operations and resources required to manufacture a product. It's a critical component of work orders that outlines the production process flow from start to finish.","userGuide-routing",303,"routing","Routing",{"_13":14,"_8":105,"_15":129,"_17":130,"_19":131,"_21":-5,"_22":132,"_24":-5,"_25":35,"_26":133,"_28":134},"## Overview\n\n * Work Orders document the entire manufacturing process for a specific product.\n\n * They specify what materials to use, quantities required, and the sequence of operations.\n\n * Each Work Order tracks progress, time, and costs throughout the production process.\n\n * Work Orders integrate with inventory management to allocate materials and update stock levels.\n\n\n\n\n## Where to Access \n\n * Users can access Work Orders from the Manufacturing pane\n\n\n\n\n## Key Attributes\n\n#### Header\n\n * Date/Time – Timestamp of work order creation.\n\n * Work Order Number – Auto-generated; editable if needed.\n\n * Built Item _(required)_ – Finished good to manufacture.\n\n * Quantity _(required)_ – Units to produce. CAL opens a quick calculator.\n\n * Location – Site where production occurs.\n\n * Item Description – Optional description shown on the work order.\n\n * Due Date – Target completion date.\n\n * BOM – Which Bill of Materials to use for components.\n\n * Routing – Sequence of operations to follow.\n\n * Intake/Order Mode _(required)_ – Internal label for how the job was received (e.g., factory build).\n\n\n\n\n#### Routing (operations grid)\n\n * # – Operation sequence number.\n\n * Operation – Name of the step.\n\n * Work Center – Machine/area responsible.\n\n * Setup Time (m) – One-time preparation time.\n\n * Run Time (m) / unit – Processing time per unit.\n\n * Scheduled Start / End – Planned window.\n\n * Status – Pending / In Progress / Completed (inline Start Now / End Now buttons).\n\n * Actual Start / End / Cost – Captured when you run/end the step.\n\n\n\n\n#### Components (materials grid)\n\n * Auto Allocate Stock – Button to reserve available lots/bins automatically.\n\n * Item – Component to consume.\n\n * Description – Optional line note.\n\n * On Hand – Current stock at the location.\n\n * Used per – Quantity per finished unit.\n\n * Total Used – System-calculated (Used per × work order Qty).\n\n * UOM – Unit of measure.\n\n\n\n\n#### Overheads (costs grid)\n\n * Overhead – Labor/machine/other cost item.\n\n * Description – Notes for the charge.\n\n * Quantity – Time or count for the overhead.\n\n * Unit Cost – Rate applied.\n\n * Total Cost – Calculated extension.\n\n\n\n\n#### Status (lifecycle)\n\n * Pending – Draft state; editable; not yet released to production.\n\n * Issued – Released to the floor; components/routing set for execution.\n\n * In progress – One or more operations have started; time and consumption can be recorded.\n\n * Cancelled – No further work; stops execution and prevents additional postings.\n\n * Complete – All operations finished; materials consumed and finished goods updated.\n\n\n\n\n#### Footer\n\n * Department / Project Code – Optional tags for reporting.\n\n * Notes – Free-form internal notes.\n\n * Attachments – Drag-and-drop drawings, SOPs, etc.\n\n\n\n\n## Related Features\n\n * [Bill of Materials (BOM)]()\n\n * [Routing]()\n\n * [Work Centers]()\n\n\n\n\nFor more detailed information on advanced Work Order techniques and optimization, please refer to the specific sections in this documentation.","Work Orders in ianaiERP are detailed production instructions that guide the manufacturing process from raw materials to finished goods. They combine bills of materials (BOMs) with routing information to create a complete manufacturing blueprint.","userGuide-work-orders",305,"work-orders","Work Orders",{"_13":14,"_8":105,"_15":136,"_17":137,"_19":138,"_21":-5,"_22":139,"_24":-5,"_25":35,"_26":140,"_28":141},"## Overview\n\n * Work Plans consolidate multiple sales orders into a coordinated production schedule.\n\n * They allow production managers to organize manufacturing activities across departments and locations.\n\n * Each Work Plan can generate and track multiple Work Orders from different sales orders.\n\n * This feature streamlines production planning for businesses handling numerous orders simultaneously.\n\n\n\n\n## Where to Access\n\n * Users can access Work plan via Manufacturing panel\n\n\n\n\n## Key Attributes\n\n### Work Plan list (columns)\n\n * Work Plan Number: Unique identifier (auto or manual).\n\n * Date/Time: Created timestamp.\n\n * Status: Overall plan state (Pending, Issued, In Progress, Completed).\n\n * Internal Notes: Planner notes visible to your team.\n\n * Department: Owning production department.\n\n * Location: Plant/DC that will execute most work orders.\n\n * Project Code: Optional tag for project-based tracking.\n\n\n\n\n### Work Plan header (detail view)\n\n * Date/Time: Plan creation time (editable).\n\n * Work Plan Number: Auto-generated; can be overridden if permitted.\n\n * Department: Team responsible for the plan.\n\n * Location: Default manufacturing site for new work orders.\n\n * Project Code: Optional reference for costing/reporting.\n\n * \\+ Add Sales Order: Attach one or more sales orders to the plan.\n\n\n\n\n### Line table (per item row)\n\n * #: Line order; drag to re-sequence.\n\n * Sales Order: Linked order that demands the build.\n\n * Item: Finished good to manufacture.\n\n * Description: Item description (read-only).\n\n * On Hand: Current stock of the finished good.\n\n * Qty: Quantity to produce for this line.\n\n * Due Date: Target completion/shipping date.\n\n * Work Order: Link/reference to the generated work order (empty until created).\n\n * Location: Site where this line will be produced (can differ from header).\n\n\n\n\n### Footer\n\n * Notes: Free-form instructions for planners/production.\n\n * Attachments: Drawings, specs, or requirement files.\n\n\n\n\n## Key Functions\n\n### Create a new Work Plan\n\n 1. Go to Manufacturing → Work Plan → Add New.\n\n 2. Fill Date/Time, Department, Location, (optional) Project Code.\n\n 3. Click + Add Sales Order, select one or more sales orders, and Add.\n\n 4. For each line, confirm Item, Qty, Due Date, and Location.\n\n 5. Save to stage the plan (Status: Pending).\n\n\n\n\n### Generate work orders from the plan\n\n * Per line: use the Work Order column action to Create (one work order per line).\n\n * After generation, the field shows the linked work order number.\n\n * When all lines have work orders, move the plan to Issued.\n\n\n\n\n### Track execution\n\n * Issued: Work orders are created and ready to start.\n\n * In Progress: At least one linked work order has started.\n\n * Completed: All linked work orders show Completed.\n\n * Use the plan list filters (Status, Department, Location) to monitor workload.\n\n\n\n\n### Close the plan\n\n * When every linked work order is Completed, click All Work Orders Completed (if shown) or save; the plan status updates to Completed.\n\n\n\n\n## Status (lifecycle)\n\n * Pending – Draft state; editable; not yet released to production.\n\n * Issued – Released to the floor; components/routing set for execution.\n\n * In progress – One or more operations have started; time and consumption can be recorded.\n\n * Cancelled – No further work; stops execution and prevents additional postings.\n\n * Complete – All operations finished; materials consumed and finished goods updated.\n\n\n\n\n## Notes and Attachments\n\nWork Plans include sections for:\n\n * Notes: Add important information or instructions related to the production plan\n\n * Attachments: Upload relevant files such as specifications, drawings, or quality requirements\n\n\n\n\n### Best practices\n\n * Group similar items or shared resources in one plan to reduce changeovers.\n\n * Verify On Hand before setting Qty to avoid over-building.\n\n * Keep Due Date aligned with ship dates on the sales orders.\n\n * Use Notes/Attachments for specifications that apply to all lines.\n\n * Use Project Code for cross-plan cost/throughput analysis.\n\n\n\n\n## Related Features\n\n * [Work Orders]()\n\n * [Sales Orders]()\n\n * [Bill of Materials (BOM)]()\n\n * [Routing]()\n\n\n\n\nFor more detailed information on advanced Work Plan techniques and production scheduling optimization, please refer to the specific sections in this documentation.","Work Plans in ianaiERP are a powerful tool for managing production at scale by enabling the bulk creation and tracking of multiple Work Orders. They provide a centralized approach to production planning, especially when manufacturing items for multiple sales orders.","userGuide-work-plan",306,"work-plan","Work Plan",{"_13":14,"_8":105,"_15":143,"_17":144,"_19":145,"_21":-5,"_22":146,"_24":-5,"_25":35,"_26":147,"_28":148},"## Overview\n\n * BOM Rules automate the process of determining which components are included in a BOM.\n\n * Rules can filter items based on various criteria and calculate quantities dynamically.\n\n * This feature is especially useful for configurable products or those with multiple variations.\n\n\n\n\n## Rule Expression Format\n\nBOM Rules use a structured format with conditions, dynamic item filters, and quantity calculations.\n\n### Conditions Format\n\nConditions use the following syntax:\n\nPlain text\n\nWhere:\n\n * `label` is the attribute or option of the built item\n\n * `operator` is the comparison method\n\n * `value` is the criteria for comparison\n\n * `;` separates each condition\n\n\n\n\nSpecial characters `|` and `;` are reserved for syntax and cannot be used as key values.\n\n#### Example:\n\nPlain text\n\n### Supported Operators\n\nOperator| Description| Format| Applicable Value Types \n---|---|---|--- \nEqual| Exact match| `=`| text, number, date, boolean, list \nNotEqual| Not matching| `!=`| text, number, date, boolean, list \nBlank| Is empty| `blank`| text, number, date, list \nNotBlank| Is not empty| `not_blank`| text, number, date, list \nGreaterThan| Greater than| `>`| number, date \nGreaterThanEqual| Greater than or equal| `>=`| number, date \nLessThan| Less than| `<`| number, date \nLessThanEqual| Less than or equal| `<=`| number, date \nContains| Contains text| `contains`| text \nNotContains| Doesn't contain text| `not_contains`| text \nStartsWith| Starts with text| `starts_with`| text \nNotStartsWith| Doesn't start with text| `not_starts_with`| text \nEndsWith| Ends with text| `ends_with`| text \nNotEndsWith| Doesn't end with text| `not_ends_with`| text \nIn| Value in list| `in`| list \nNotIn| Value not in list| `not_in`| list \n \n### Dynamic Item Filters\n\nDynamic item filters let you automatically select BOM components based on criteria:\n\n#### Example:\n\nPlain text\n\nWhere:\n\n * `filter_by_*` functions create filter conditions\n\n * `order()` functions determine sorting order\n\n * Variables in curly braces `{xxx}` reference the built item's attributes or options\n\n\n\n\n#### Example:\n\nPlain text\n\n### Quantity Calculations\n\nQuantity calculations allow you to dynamically adjust the quantity of BOM components:\n\n### Dynamic Quantity Calculation\n\nQuantities can be expressed as static values or dynamic calculations:\n\n * Static: `100`\n\n * Simple addition: `100+{quantity}`\n\n * Formula with multiple variables: `{width}*{height}/100`\n\n\n\n * Where variables in curly braces `{xxx}` reference the built item's attributes or options. \nIf you want to use component's attribute use the prefix 'mattr_'. e.g.) `{mattr_width}`\n\n\n\n\nAvailable functions: ROUND() \ne.g.) `ROUND({width})` or `ROUND({width},2)`. The number after comma is precision.\n\n## Creating BOM Rules\n\nTo create a BOM Rule:\n\n 1. Navigate to **Manufacturing > BOM** in the main menu.\n\n 2. Find and select BOM relates to the assembly item for which you want to create a rule-based BOM.\n\n 3. In the BOM detail view, Open the **BOM Rules** tab.\n\n 4. Create rule-based components.\n\n 5. Add your rule expressions following the formats described above.\n\n\n\n\n## Best Practices\n\n 1. Test your BOM rules with various configurations to ensure they produce the expected results.\n\n 2. Use clear and meaningful attribute names in your rules for better readability.\n\n 3. Start with simple rules and gradually add complexity as needed.\n\n 4. Document your rule logic separately for future reference.\n\n 5. Regularly review and update BOM rules when product specifications change.\n\n\n\n\n## Related Features\n\n * [Bill of Materials (BOM)]()\n\n * [Items]()\n\n * [Builds]()\n\n\n\n\nFor more detailed information on advanced BOM rule techniques and optimization, please refer to the specific sections in this documentation.","BOM Rules in ianaiERP allow you to create dynamic Bills of Materials with conditional logic and automated component selection. This powerful feature enables flexible manufacturing configurations that adjust based on the attributes of your built items.","userGuide-bom-rule",307,"bom-rule","BOM Rule",{"_13":14,"_8":105,"_15":150,"_17":151,"_19":152,"_21":-5,"_22":153,"_24":-5,"_25":35,"_26":154,"_28":155},"## How It Works in the Inventory System\n\n### Item Attributes and Item Options\n\n * In the **Item Detail Page** , users can define attributes (e.g., material, size, color) and options (e.g., add-ons, custom engraving) for products.\n\n * When a customer places an order, they can select different options for an item (e.g., size, material, color, special features).\n\n * These selections are saved in the **order table as JSON** , making it easy to store and retrieve customization details.\n\n\n\n\n### Dynamic Bill of Materials (BOM)\n\nA **Bill of Materials (BOM)** is like a recipe for building a product, listing all raw materials, components, and instructions required.\n\n * Instead of having a **fixed BOM** , Ianai ERP dynamically generates the BOM based on the customer's selected attributes and options.\n\n * This means that every product can have a **customized BOM** based on what the customer ordered.\n\n\n\n\n### Automated Build Orders in the Work Order\n\nIn the **Work Order** , where manufacturing takes place:\n\n * Users can create **Build Orders** to start production.\n\n * The system **automatically generates builds** from dynamically created BOMs.\n\n * This ensures streamlined and efficient manufacturing, reducing errors and improving speed.\n\n\n\n\n## Key Components of Advanced Manufacturing\n\n### 1\\. Bill of Materials (BOM)\n\nA **recipe** for manufacturing, specifying:\n\n * Raw materials\n\n * Components\n\n * Instructions required to build the product\n\n\n\n\n### 2\\. Routing (The Step-by-Step Path)\n\n**Routing** is a predefined sequence of operations needed to manufacture a product.\n\n#### Example: Routing for a Bicycle\n\n 1. **Cutting** → Cut metal tubes into frame pieces.\n\n 2. **Welding** → Weld the pieces together.\n\n 3. **Painting** → Apply paint coating.\n\n 4. **Assembly** → Attach wheels, pedals, and seat.\n\n\n\n\nEach **Work Order** follows the Routing to complete tasks at the correct **Work Centers**.\n\n### 3\\. Work In Process (WIP)\n\n**Work In Process (WIP)** refers to partially completed products still in production. They haven’t reached the final stage yet but are no longer raw materials.\n\n#### Example: WIP for 100 Bicycles\n\n * ✅ **20 frames cut** (Work in Process)\n\n * ✅ **10 frames welded** (Work in Process)\n\n * ✅ **5 frames painted** (Work in Process)\n\n * ❌ **0 bicycles fully assembled** (Not yet finished)\n\n\n\n\n**WIP is tracked inside Work Orders** to monitor progress and costs.\n\n### 4\\. Work Centers (Where Work Happens)\n\n**Work Centers** are physical or virtual locations where manufacturing operations take place. Think of them as **stations in a factory** , each specialized for a certain type of work.\n\n#### Example Work Centers:\n\n * **Cutting Work Center** → Cuts raw materials.\n\n * **Welding Work Center** → Joins metal parts.\n\n * **Painting Work Center** → Paints finished items.\n\n * **Assembly Work Center** → Assembles the final product.\n\n\n\n\nEach Work Center includes:\n\n * **Labor costs**\n\n * **Machine costs**\n\n * **Overhead costs**\n\n\n\n\n### 5\\. Build Assembly (Transaction)\n\nA **Build Assembly** is a single-step transaction that:\n\n * Takes component items **out of inventory**.\n\n * Converts them into an **assembly item**.\n\n * Updates inventory levels accordingly.\n\n\n\n\n#### Example: Building 100 Bicycles\n\n * **Materials used:** Wheels, frames, pedals.\n\n * **Final output:** Bicycles.\n\n * **Cost tracking:** Materials, labor, overhead.\n\n\n\n\n? **A Build Order does NOT track step-by-step production** —that’s where Work Orders come in.\n\n#### When to Use Build Assembly:\n\n * For **simpler assembly** scenarios without multi-step manufacturing.\n\n * When tracking **partial completions** or WIP isn’t required.\n\n\n\n\n#### Limitations:\n\n * No step-by-step production tracking.\n\n * No multi-stage **Work in Process (WIP)** tracking.\n\n\n\n\n### 6\\. Work Order (Record)\n\nA **Work Order** is a detailed instruction sheet for the factory. It is a **BOM and Routing-related transaction**.\n\n#### Example: Work Orders for Bicycle Production\n\n 1. **Work Order #1** → Cut 100 metal frames in the **Cutting Work Center**.\n\n 2. **Work Order #2** → Weld the frames together in the **Welding Work Center**.\n\n 3. **Work Order #3** → Paint the frames in the **Painting Work Center**.\n\n 4. **Work Order #4** → Assemble the bicycles in the **Assembly Work Center**.\n\n\n\n\nEach **Work Order** has:\n\n * Line items (steps to complete).\n\n * Progress tracking per Work Center.\n\n\n\n\n### 7\\. Work Plan (Batch Work Orders)\n\nThe **Work Plan** feature enables the creation of **bulk Work Orders** linked to Sales Orders. This ensures that production is efficiently scheduled and executed based on demand.\n\n## Summary\n\nIanai ERP’s Advanced Manufacturing module dynamically adapts to unique orders, allowing:\n\n * **Customizable BOMs** based on order specifications.\n\n * **Automated Work Orders** that follow Routing and Work Centers.\n\n * **Work In Process (WIP) tracking** for detailed production monitoring.\n\n * **Seamless integration** with Sales Orders and Inventory.\n\n\n\n\nThis system enhances efficiency, reduces errors, and supports businesses in managing **complex, customizable manufacturing** processes.","Advanced Manufacturing in Ianai ERP allows businesses to create, customize, and manage manufacturing processes dynamically based on item attributes and options chosen at the time of order. Unlike traditional manufacturing systems that rely on static Bills of Materials (BOMs), this system generates BOMs dynamically, adapting to each order’s unique specifications.","userGuide-advanced-manufacturing",905,"advanced-manufacturing","Advanced Manufacturing",{"_8":157,"_10":158},"purchase",[159,166,174,181,188],{"_13":14,"_8":157,"_15":160,"_17":161,"_19":162,"_21":-5,"_22":163,"_24":-5,"_25":35,"_26":164,"_28":165},"## **Purchase Order (PO)**\n\n## Overview\n\nCreate a PO to request goods/services and control inbound stock. Receiving updates inventory; creating a Bill records the payable but does not change the PO status.\n\n## Workflow Type\n\n * Standard receive → Received\n\n * Partial/staged receive → Partial until complete\n\n * Overdue follow-up → Overdue (still actionable)\n\n * Admin finish/void → Close or Cancel\n\n * Accounting any time → Create Bill (status unchanged)\n\n\n\n\n## Flow at a Glance\n\n 1. Create PO (User) → Status: Open → Inventory: none → Accounting: none\n\n 2. Receive all (User) → Status: Received → Inventory: on-hand up → Accounting: none \nOR Receive some (User) → Status: Partial → Inventory: partial up → Accounting: none\n\n 3. Due date passes (System) → Status: Overdue → Inventory/Accounting: none\n\n 4. Close (Admin) → Status: Received (admin finish) → Inventory/Accounting: none\n\n 5. Cancel (Admin) → Status: Cancelled → Inventory/Accounting: none\n\n 6. Create Bill (User, any non-Cancelled) → Status: unchanged → Inventory: none → Accounting: A/P up\n\n\n\n\n## Status & Actions\n\n * Open: receive / create bill / close (admin) / cancel (admin)\n\n * Overdue: same as Open\n\n * Partial: receive more / create bill / close (admin) / cancel (admin)\n\n * Received (end): create bill / reopen (admin)\n\n * Cancelled (end): reopen (admin)\n\n\n\n\n## Role & Authorization\n\n * General User: create PO, receive, create bill\n\n * **Admin only** : close, cancel, reopen, edit numbering/defaults\n\n\n\n\n## Best Practice\n\nReview Overdue daily; use Partial for staged deliveries; 3-way match (PO–Receipt–Bill); avoid edits after receiving starts; document exceptions; maintain Vendor-Item catalog.","Create a PO, receive items (partial or full) to update inventory, optionally create a bill for Accounts Payable, and progress status from Open/Overdue/Partial to Received or Cancelled.","userGuide-procurement-workflow",400,"procurement-workflow","Procurement Workflow",{"_13":14,"_8":157,"_15":167,"_17":168,"_19":169,"_21":170,"_22":171,"_24":170,"_25":35,"_26":172,"_28":173},"## Overview\n\n * Vendors can be created, viewed, and managed from the Vendors list.\n\n * Each vendor can have multiple addresses and contacts.\n\n * Vendor information is automatically populated in purchasing transactions.\n\n\n\n\n## Where to Access\n\n * Users can access Vendors via Purchase pane\n\n\n\n\n## Key Attributes\n\n### Company Settings\n\n * Show Master Record (toggle): View/edit the master vendor when multi-company is enabled.\n\n * All Companies (toggle): Make this vendor available to every company in your org.\n\n\n\n\n### Name & Contact\n\n * Display Name _(required)_ : Primary label used across the app.\n\n * Company Name: Legal/business name (if different).\n\n * First/Last Name, Role: Main contact person and title.\n\n * Email, Phone, Website: Communication details.\n\n\n\n\n### Addresses\n\n * Billing / Shipping / Additional: Maintain one or more addresses per vendor; each can carry its own contact.\n\n\n\n\n### Payments\n\n * Payment Term: Default terms applied on POs/bills.\n\n * Account Number: Your account or vendor code at the supplier.\n\n * Credit Limit: Internal spending limit for monitoring.\n\n\n\n\n### Other Details\n\n * Department: Cost center or owning team for reporting.\n\n * Internal Notes: Account instructions or relationship notes (not printed).\n\n * Attachments: Contracts, W-9/사업자등록증, bank info, certificates, etc.\n\n\n\n\n### Linked Info\n\n * Items: List of items you purchase from this vendor.\n\n * Transaction History: PO, item receipt, bill, payment, and credit memo trail.\n\n\n\n\n## Key Functions\n\n### Create/Edit a Vendor\n\n 1. Purchase → Vendor → Add New.\n\n 2. Fill Display Name, contact and address details.\n\n 3. Set Payment Term, Account Number, optional Credit Limit.\n\n 4. (Multi-company) Toggle All Companies if shared across entities.\n\n 5. Add Notes/Attachments → Save.\n\n\n\n\n### Manage Contacts & Addresses\n\n * Add multiple contacts (sales, accounting, logistics) and addresses (HQ, warehouse).\n\n * Set defaults so POs print/route correctly.\n\n\n\n\n### Use Vendor Messages on POs\n\n * Company Settings → Vendor Messages: create standard clauses.\n\n * On a PO, pick a predefined message or type a custom note.\n\n\n\n\n### View History & Items\n\n * From a vendor record, open Transaction History to audit activity.\n\n * Review Items tab to see pricing/parts sourced from the vendor.\n\n\n\n\n### Merge Duplicates\n\n * In the vendor list, select records → Merge Vendors to consolidate duplicates (keeps history).\n\n\n\n\n## Best Practices\n\n * Keep contact details, terms, and addresses current to avoid late payments or mis-ships.\n\n * Use Internal Notes for delivery cut-offs, RMA policies, or bank remittance notes.\n\n * Review Transaction History and run A/P reports to monitor performance and exposure.\n\n * Standardize naming (e.g., “Company - Branch”) and set default terms to reduce entry errors.\n\n\n\n\n## Related Features\n\n * [Purchase Orders]()\n\n * [Items]()\n\n * [Receiving]()\n\n\n\n\nFor more detailed information on managing vendors and the purchasing process, please refer to the specific sections in this documentation.","In ianaiERP, vendors are the suppliers from whom you purchase goods and services. Maintaining accurate vendor records is crucial for efficient purchasing, accounts payable management, and supply chain operations.","userGuide-vendors","",401,"vendor","Vendor",{"_13":14,"_8":157,"_15":175,"_17":176,"_19":177,"_21":-5,"_22":178,"_24":-5,"_25":35,"_26":179,"_28":180},"## Overview\n\n * Purchase orders are non-posting transactions, meaning they don't directly affect your financial reports and also do not affect inventory levels.\n\n * POs can be synchronized with your accounting software if you connect to an accounting system.\n\n * A PO closes automatically when all items have been received, but can be closed manually at any time.\n\n\n\n\n## Where to Access\n\n * Users can access Purchase Order via Purchase pane\n\n\n\n\n## Key Attributes\n\n### Header\n\n * Date/Time – PO creation date/time (defaults to now).\n\n * Vendor – supplier record; click Edit to open the vendor.\n\n * PO Number – auto-generated per settings; editable if allowed.\n\n * Payment Term – default from vendor; used for AP due dates.\n\n * Due Date – requested delivery/need-by date.\n\n * Location – receiving site (used later on Item Receipts).\n\n * Drop Ship – send directly to a customer/alternate address instead of your location.\n\n\n\n\n### Addresses\n\n * Vendor Address – pulled from vendor; Manage Addresses to select/change.\n\n * Shipping Address – ship-to details; if Drop Ship is on, choose the external address.\n\n\n\n\n### Lines (per item)\n\n * Item – product/service being ordered.\n\n * Description – line description.\n\n * Quantity – units to purchase.\n\n * UOM – unit of measure (defaults from item history).\n\n * Unit Price – price per UOM (defaults from prior transactions/vendor).\n\n * Amount – calculated line total.\n\n * Tax – line tax code/amount if applicable.\n\n\n\n\n### Footer / Extras\n\n * Department / Project Code – tagging for reporting.\n\n * Message to Vendor – prints on the PO (email/PDF).\n\n * Internal Notes – internal only.\n\n * Attachments – add specs, quotes, drawings.\n\n\n\n\n### Status (on list)\n\n * **Open** – Created but not issued.\n\n * **Cancelled** – Purchase order has been voided and will not be processed.\n\n * **Partially Received** – Partially received; some items are still outstanding.\n\n * **Overdue** – Past the due date and not fully received.\n\n * **Received** – Fully received the goods.\n\n * **Mixed** – Contains line items with different statuses (e.g., some received, some open, some cancelled).\n\n\n\n\n### Purchase Order Settings (gear icon on a Purchase Order)\n\n * Enabled Options\n\n * Ship Method – expose carrier/service fields on PO.\n\n * Drop Ship – allow drop-ship behavior by default.\n\n * Detail Settings\n\n * Purchase Order Number Format + Preview – pattern for auto numbering.\n\n * Purchase Default Due Days – auto offset for Due Date.\n\n * Auto Update PO from Inter-Company SO – keep paired inter-company documents in sync.\n\n * PO Default Vendor Type – how the default vendor is chosen (e.g., Fixed Vendor).\n\n * PO Fixed Vendor – vendor used when type is Fixed.\n\n * Default Message to Vendor – prefill the message box on new POs.\n\n\n\n\n## Key Functions\n\n * Create a PO: Purchase → Purchase Order → Add New → fill Header, Addresses, Lines → Save.\n\n * Issue / Send: email or print from the PO; message and PDF use current settings.\n\n * Receive against PO: on the PO, use Receive to create an Item Receipt (supports partial receipts).\n\n * Search & monitor: use the list’s Status chips (Partial/Overdue/Closed) to prioritize follow-ups.\n\n * Close a PO: closes automatically when fully received, or choose Close to end remaining lines.\n\n * Tune defaults: open Settings (gear) on any PO to change numbering, due-day offset, drop-ship/ship-method availability, default vendor, and default message.\n\n\n\n\n## Related Features\n\n * [Items]()\n\n * [Vendors]()\n\n * [Receiving]()\n\n\n\n\nFor more detailed information on managing purchase orders, please refer to the specific sections in this documentation.","A purchase order (PO) in ianaiERP is a formal document sent to a vendor to request goods or services. It outlines the items, quantities, agreed prices, and delivery terms. Purchase orders are crucial for maintaining accurate records and managing your supply chain effectively.","userGuide-purchase-order",402,"purchase-order","Purchase Order",{"_13":14,"_8":157,"_15":182,"_17":183,"_19":184,"_21":-5,"_22":185,"_24":-5,"_25":35,"_26":186,"_28":187},"## Overview\n\n * Item Receipt is done by creating an Item Receipt record.\n\n * Item Receipts can be created independently or linked to a Purchase Order.\n\n * Partial receiving is supported for items on a Purchase Order.\n\n * Landed costs can be included to calculate the true cost of inventory items. (_Not yet implemented_)\n\n\n\n\n## Where to Access\n\nUsers can access Item Receipt via Manufacturing pane\n\n## Key Attributes (brief)\n\n### Header\n\n * Date/Time: Receipt timestamp.\n\n * Purchase Order: Link to an existing PO (optional).\n\n * Vendor: Supplier for this receipt.\n\n * Receipt Number: System-generated or manual ID.\n\n * Location: Site/warehouse receiving the goods.\n\n * Inspection flag (if shown): Mark if the receipt requires inspection.\n\n\n\n\n### Addresses\n\n * Vendor Address / Shipping Address: Auto-filled from vendor/location; editable for the document.\n\n\n\n\n### Items (per line)\n\n * Item: Product being received.\n\n * Description: Line memo/details.\n\n * Quantity: Units received (supports partial).\n\n * UOM: Unit of measure for the quantity.\n\n * Unit Price / Amount / Tax: Costs and tax for the received line.\n\n * Lot/Serial (if applicable): Enter lot number and expiry (lot-tracked) or serials.\n\n\n\n\n### Overheads (landed costs)\n\n * Overhead: Freight, duty, brokerage, etc.\n\n * Description: What the charge is for.\n\n * Quantity / Unit Price / Total Price: Amounts for the cost line.\n\n * These costs are capitalized into inventory (distributed across received items).\n\n\n\n\n### Footer/Other\n\n * Department / Project Code: Optional tagging for reporting.\n\n * Internal Notes: Private comments.\n\n * Attachments: Drag & drop documents (packing slip, BOL, images).\n\n\n\n\n## Key Functions\n\n 1. Create a receipt\n\n * Go to Purchase ▸ Item Receipt ▸ Add New.\n\n * (Optional) Select Purchase Order to load open lines.\n\n * Set Vendor, Location, and Date/Time; confirm Receipt Number.\n\n 2. Add items\n\n * For each line: pick Item, enter Quantity, confirm UOM/Unit Price.\n\n * If lot/serial tracked, enter Lot/Expiry or Serials per policy.\n\n 3. Add landed costs (Overheads)\n\n * In Overheads, add freight/duty/etc. lines.\n\n * Save—costs are allocated to items so inventory value reflects landed cost.\n\n 4. Save & update the PO\n\n * Save the receipt.\n\n * For PO-linked lines, the PO’s _received_ quantities update automatically.\n\n * The PO remains open until fully received (or manually closed).\n\n\n\n\n## Best Practices\n\n * Match received quantities to the packing slip/PO before saving.\n\n * Enter lot/expiry accurately for traceability.\n\n * Attach the packing slip and any freight invoices.\n\n * Use Department/Project to keep downstream reporting clean.\n\n * Reconcile receipts against vendor bills regularly.\n\n\n\n\n## Related Features\n\n * [Purchase Orders]()\n\n * [Items]()\n\n * [Lot Tracking]()\n\n\n\n\nFor more detailed information on managing the receiving process, please refer to the specific sections in this documentation.","Item Receipt is the process of recording the arrival of inventory items at your location or other locations. This crucial step ensures that your inventory records are accurate and up-to-date.","userGuide-item-receipt",403,"item-receipt","Item Receipt",{"_13":14,"_8":157,"_15":189,"_17":170,"_19":190,"_21":170,"_22":191,"_24":170,"_25":35,"_26":192,"_28":193},"A **Blanket Purchase Order (Blanket PO)** in ianaiERP is a long-term agreement with a vendor that establishes items, pricing, and total committed quantities over a period of time — without creating immediate expected supply. As real Purchase Orders are created against the blanket, they \"release\" quantities from it until the total is exhausted.\n\n## Overview\n\n* A Blanket PO captures an agreement to purchase a set of items from a vendor at agreed-upon prices and quantities over an effective period.\n* Blanket POs are **contract envelopes**, not transactional commitments:\n * They do **not** generate expected supply (they do not appear in the Supply & Demand Index).\n * They **cannot** be received directly.\n * They **bypass approval workflows** — the regular Purchase Orders released from them go through normal approvals instead.\n* Each blanket line tracks a **Total Quantity**, a **Released Quantity** (how much has already been consumed by regular POs), and a **Remaining Quantity**.\n* Releases can be created two ways: on demand (by clicking **Create Release** from the blanket itself) or automatically (by adding matching items to a regular Purchase Order).\n\n## When to Use a Blanket PO\n\nUse Blanket POs when you have recurring or scheduled business with a vendor and want to lock in pricing or reserve volume up front.\n\n* **Annual supply contracts**: You agree with a vendor to buy 10,000 units of a part over the year, released in monthly POs.\n* **Framework agreements for raw materials**: A manufacturer locks in a year's worth of raw material at a negotiated price, released as production demand dictates.\n* **Recurring replenishment**: Predictable consumption where you want fixed pricing without re-negotiating each order.\n* **Project-based purchasing**: A multi-phase project where each phase generates its own PO but pricing and terms are set in advance.\n\n## Creating a Blanket Purchase Order\n\nTo create a new Blanket PO:\n\n1. Navigate to **Purchase > Purchase Order** in the main menu.\n2. In the view selector at the top left, switch from **Purchase Order** to **Blanket PO**.\n3. Click **Add New** on the top right.\n4. Fill out the form with the following information:\n * **Date**: The date the blanket agreement is recorded.\n * **Vendor**: The vendor the agreement is with.\n * **PO Number**: Automatically generated using the Blanket PO numbering format, or manually entered.\n * **Blanket Start Date**: The date the agreement takes effect.\n * **Blanket End Date**: The date the agreement expires.\n * **Payment Terms**, **Shipping Method**, **Location**: Optional header fields.\n5. For each line:\n * Select the **Item**.\n * Enter the **Total Quantity** committed under the agreement.\n * Set the **UOM** and **Unit Price**.\n * Add **Description** or **Part Number** as needed.\n6. Click **Save** to create the blanket.\n\n## Releasing Against a Blanket PO\n\nOnce a Blanket PO is active, there are two ways to release quantities against it.\n\n### Option 1: Create Release From the Blanket\n\nOpen the Blanket PO and click the **Create Release** row action. ianaiERP will:\n\n1. Open a new regular Purchase Order form.\n2. Pre-fill the vendor from the blanket header.\n3. Pre-populate the line items from the blanket, with each line's default quantity set to its **Remaining Quantity** (Total − Released).\n4. Link each line back to its originating blanket line, so the release is tracked as soon as you save.\n\nYou can then adjust quantities, remove lines you don't want to release yet, and save normally. The **Create Release** action is only available while the blanket is in **Open** status.\n\n### Option 2: Auto-Linking on a New Purchase Order\n\nAlternatively, create a regular Purchase Order from scratch and let ianaiERP match it to open blankets automatically.\n\n#### How Auto-Linking Works\n\nWhen you create or edit a regular Purchase Order:\n\n1. ianaiERP looks up all open blanket lines for the selected **vendor**.\n2. As you add items to the line grid, any item that matches an open blanket line is automatically linked:\n * The **Unit Price** is pre-filled from the blanket line.\n * The line's **Blanket Line** reference is populated.\n * The **Released Quantity** on the blanket line increases by the ordered quantity.\n3. A **Blanket chip bar** appears at the top of the order form showing which blanket(s) are being drawn from. Clicking a chip opens the blanket for inspection.\n4. If a single blanket covers every linked line, the regular PO's **Blanket** header reference is automatically set to that blanket.\n5. If items span multiple blankets, each line links to its own blanket and the header reference remains empty.\n\n### Remaining Quantity Tracking\n\nEach blanket line shows:\n\n* **Total Quantity** — the committed amount at the time the blanket was signed.\n* **Released Quantity** — the sum of quantities on all regular POs that reference this blanket line.\n* **Remaining Quantity** — `Total − Released`.\n\nReleased quantities update automatically as regular Purchase Orders are created, edited, or cancelled.\n\n## Blanket PO Statuses\n\nBlanket POs use a simplified status set separate from regular Purchase Orders:\n\n* **Open**: The default status for new blankets. Lines can be released against them.\n* **Closed**: The blanket has been manually closed or all lines are exhausted. New orders will no longer auto-link to it.\n* **Cancelled**: The blanket has been voided. No further releases are possible.\n\n### Allowed Status Transitions\n\n| From | To |\n|------------|--------------------------|\n| Open | Closed, Cancelled |\n| Closed | Open |\n| Cancelled | Open |\n\nThe blanket header status is derived from its line statuses: if every line is cancelled, the blanket is cancelled; if every line is closed or cancelled, the blanket is closed; otherwise it stays open.\n\n## What You Cannot Do With a Blanket PO\n\nBecause a Blanket PO is a contract, not a transaction, the following operations are blocked:\n\n* A Blanket PO **cannot** generate a Receiving. Create a regular Purchase Order against the blanket and receive that instead.\n* Blanket POs do **not** contribute to the Supply & Demand Index (SDI) — they do not appear as expected supply in planning views.\n* Blanket POs **bypass** the standard approval workflow; approvals are enforced on the regular POs released from them.\n\n## Bulk Creating Blanket POs From Sales Orders\n\nYou can generate Blanket POs directly from selected Sales Orders to back a customer commitment with a matching supply-side agreement:\n\n1. In the **Sales Order** list, select one or more sales orders.\n2. Choose **Create Blanket Purchase Orders** from the bulk actions menu.\n3. In the dialog, review each line:\n * Assign a **Vendor** to each line (defaults to the item's default vendor).\n * Adjust **Quantity** and **Unit Price** as needed.\n4. Confirm to create the Blanket POs, grouped by vendor.\n\nThis is useful when a customer commits to a long-term purchase that you want to back with matching long-term supply agreements.\n\n## Document Number Format\n\nBlanket POs use their own document number format, distinct from regular Purchase Orders. The format is controlled by the `FORMAT_DOC_NUMBER_BLANKET_PURCHASE_ORDER` company setting and can be customized from the Blanket PO settings modal.\n\n## Blanket PO Settings\n\nClick the gear icon on the Blanket PO list to configure:\n\n* **Default Payment Term**: The default payment term applied to new Blanket POs.\n* **Default Tax Code**: The default purchase tax code applied to new Blanket POs.\n\n## Best Practices\n\n1. **Set realistic Blanket Start/End dates** so expired blankets stop auto-linking to new orders.\n2. **Use clear document numbering** to distinguish blankets from regular orders (e.g., a `BPO-` prefix).\n3. **Review Remaining Quantities periodically** to ensure you are tracking against your commitment — and to avoid over-releasing.\n4. **Close exhausted or superseded blankets manually** instead of leaving them open; this prevents accidental auto-linking to stale agreements.\n5. **Use Bulk Create Blanket POs** from Sales Orders when you have a long-term customer agreement that you want to back with matching vendor agreements.\n6. **Do not rely on Blanket POs for planning signals** — supply and demand planning only sees regular Purchase Orders.\n\n## Related Features\n\n* [Purchase Order](./purchase-order)\n* [Blanket Sales Order](./blanket-sales-order)\n* [Vendor](./vendor)\n* [Item Receipt](./item-receipt)\n\nFor more detailed information on managing Blanket Purchase Orders, please refer to the specific sections in this documentation.\n","FzbG3Yn3P9T7YOpJDpqQ7A",404,"blanket-purchase-order","Blanket Purchase Order",{"_8":195,"_10":196},"sales",[197,203,210,217,224,231,237],{"_13":14,"_8":195,"_15":198,"_17":-5,"_19":199,"_21":-5,"_22":200,"_24":-5,"_25":35,"_26":201,"_28":202},"## **Overview**\n\nThe Sales function lets you move from quotation to order, billing, and collection with clear statuses and guardrails. This guide covers six supported flows, what each step means, which actions are available, who can do them, and practical tips to keep operations clean.\n\n## **Workflow Types**\n\n 1. **Estimate → Sales Order → Invoice → Payment \n** Quote is approved, becomes an order, is billed, then payment is collected.\n\n 2. **Estimate → Invoice → Payment \n** Quote is approved and billed directly, then payment is collected.\n\n 3. **Sales Order → Invoice → Payment \n** Order is entered, then billed, then payment is collected.\n\n 4. **Sales Order → Sales Receipt \n** Order is entered and paid immediately in one go, then shipped.\n\n 5. **Invoice → Payment \n** A bill is created directly and then payment is collected.\n\n 6. **Sales Receipt \n** Sale and payment are recorded together in a single step, then shipped.\n\n\n\n\n## **Status & Actions**\n\n### **A) Estimate**\n\n * **Open** : Accept, Reject, Cancel, Convert to Sales Order / Invoice / Sales Receipt.\n\n * **Overdue** : Same actions as Open (date passed).\n\n * **Accepted** : Convert to Sales Order / Invoice / Sales Receipt; Cancel; Reject.\n\n * **Rejected** _(end)_ : May Accept or Cancel.\n\n * **Converted** _(end)_ : Downstream document exists.\n\n * **Cancelled** _(end)_.\n\n\n\n\n### **B) Sales Order**\n\n * **Pending Approval** (inter-company only): Approve → Open; Reject → deleted.\n\n * **Open** : Hold, Cancel, Create Invoice (full/partial), Pay with Sales Receipt, Create Shipment, Create Purchase Order / Work Plan if items are not available.\n\n * **On Hold** : Unhold (returns to Open or Ready), Cancel.\n\n * **Backordered** : Waiting for inbound or production; moves to **Ready** when available.\n\n * **Ready** : Hold, Cancel, Create Invoice (full/partial), Pay with Sales Receipt, Create Shipment.\n\n * **Partial** : More invoicing and shipments allowed; Fully Invoiced → **Invoiced**.\n\n * **Invoiced** _(end)_.\n\n * **Cancelled** _(end)_.\n\n\n\n\n### **C) Invoice**\n\n * **Open** : Hold, Cancel, Create Shipment, Create Payment (partial or full).\n\n * **On Hold** : Unhold to Open, Cancel.\n\n * **Overdue** : Same actions as Open.\n\n * **Partial** : More payments allowed; fully paid → **Closed**.\n\n * **Closed** _(end)_ : Fully paid.\n\n * **Cancelled** _(end)_.\n\n\n\n\n### **D) Sales Receipt**\n\n * **Open** : (Already paid) Hold, Cancel, Create Shipment (when shipment completes → **Closed**).\n\n * **On Hold** : Unhold to Open, Cancel.\n\n * **Closed** _(end)_ : Shipment complete.\n\n * **Cancelled** _(end)_.\n\n\n\n\n## **Role & Authorization (editing and control)**\n\n * **Creation** : Standard users can create Estimates, Sales Orders, Invoices, and Sales Receipts per assigned permissions.\n\n * **Editing** : Documents are fully editable while **Open**. After conversion or posting (for example, an Estimate converted, a Sales Order invoiced, an Invoice paid), editing is limited.\n\n * **Admin-only** :\n\n * Reopen end-state documents (Converted / Invoiced / Closed / Cancelled).\n\n * Delete documents that are not **Open** or that have downstream links.\n\n * Force status changes where allowed by company policy.\n\n * **Deletion** : Generally allowed only while **Open** and with **no downstream links** ; otherwise admin only or not allowed.\n\n\n\n\n## **Best Practice**\n\n * Pick one of the six flows per business scenario and train teams to it.\n\n * Use statuses as gates: only move a Sales Order to **Ready** when items are available or production is complete; follow up on **Overdue** Invoices promptly.\n\n * Keep “reopen” and “cancel after posting” as admin-only exceptions and require notes for audit clarity.\n\n * Use partial flows intentionally (partial invoice or shipment) and review **Partial** queues daily.\n\n * Document reasons in notes when using **On Hold** to pause work (for example, customer dispute or credit review).","userGuide-sales-workflow",500,"sales-workflow","Sales Workflow",{"_13":14,"_8":195,"_15":204,"_17":205,"_19":206,"_21":-5,"_22":207,"_24":-5,"_25":35,"_26":208,"_28":209},"## Overview\n\n * Customers can be created, viewed, and managed from the Customers list.\n\n * Each customer can have multiple addresses and contacts.\n\n * Customer information is automatically populated in sales transactions.\n\n * Customer data can be synchronized with your integrated accounting software.\n\n\n\n\n## Creating a Customer\n\nTo add a new customer:\n\n 1. Navigate to **Sales > Customers** in the main menu.\n\n 2. Click on **Add New** on the top right.\n\n 3. Fill out the customer form with the following information:\n\n * **Display Name** : The primary identifier for the customer (required)\n\n * **Company Name** : The customer's official company name (if different from Display Name)\n\n * **First Name** , **Last Name** : The main contact's first and last name\n\n * **Role** , **Email** , **Phone Number** , **Website** : Additional contact information\n\n 4. Enter address information:\n\n * **Billing Address** : Used as the default billing address\n\n * **Shipping Address** : Used as the default shipping address\n\n * **Additional Addresses** : Can be added for multiple locations\n\n 5. Payment Information:\n\n * **Payment Method** : Preferred payment method\n\n * **Payment Terms** : Default payment terms for this customer\n\n * **Currency** : Default currency for transactions with this customer\n\n * **Credit Hold** : Flag if the customer is on credit hold\n\n * **Taxable** : Indicate if the customer is subject to sales tax\n\n * **Tax Code** : Default tax code for this customer (only if taxable)\n\n 6. Other details:\n\n * **Sales Rep** : Assigned sales representative (optional)\n\n * **Customer Type** : Categorize the customer (e.g., Wholesale, Retail) (optional)\n\n * **Business License** : Business license number, if applicable (optional)\n\n * **Resale Number** : Resale certificate number, if applicable (optional)\n\n 7. Add any internal notes or custom fields as needed\n\n 8. Click **Save** to create the customer record\n\n\n\n\n## Managing Customer Information\n\n### Parent-Child Relationships\n\n * Use the **Is a sub-customer** toggle to create hierarchical relationships between customers.\n\n * Set **Parent Customer** to create a parent-child relationship.\n\n * Check **Bill with Parent** if invoices should be sent to the parent company.\n\n\n\n\n### Multiple Addresses and Contacts\n\n * Use the **Addresses** feature to manage multiple locations for a customer.\n\n * Add multiple contacts to represent different roles or departments within the customer's organization.\n\n\n\n\n### Customer Types\n\n * Utilize customer types to categorize your customers (e.g., Wholesale, Retail, VIP).\n\n * Customer types can be used for reporting and applying different pricing or terms. (_Not implemented yet_)\n\n\n\n\n### Customer History\n\n * Use the **Transaction History** action to see all transactions associated with a specific customer.\n\n\n\n\n## Best Practices\n\n 1. Keep customer information up-to-date, especially contact details and payment terms.\n\n 2. Use internal notes to record important information about the customer relationship.\n\n 3. Regularly review customer accounts for credit status and payment history.\n\n 4. Utilize custom fields to track customer-specific information relevant to your business.\n\n 5. Set up default tax codes and payment terms for each customer to streamline sales processes.\n\n 6. Use customer types to segment your customer base for targeted marketing or reporting.\n\n\n\n\n## Related Features\n\n * [Sales Orders]()\n\n * [Items]()\n\n\n\n\nFor more detailed information on managing customers and the sales process, please refer to the specific sections in this documentation.","In ianaiERP, customers are the entities to whom you sell goods and services. Maintaining accurate customer records is essential for efficient sales operations, accounts receivable management, and customer relationship management.","userGuide-customer",501,"customer","Customer",{"_13":14,"_8":195,"_15":211,"_17":212,"_19":213,"_21":-5,"_22":214,"_24":-5,"_25":35,"_26":215,"_28":216},"## Overview\n\n * Estimates can be converted into sales orders, invoices, or sales receipts.\n\n * The status of an estimate reflects its current state in the sales process.\n\n * Estimates can be synchronized with your integrated accounting software.\n\n\n\n\n## Creating an Estimate\n\nTo create a new estimate:\n\n 1. Navigate to **Sales > Estimate** in the main menu.\n\n 2. Click on **Add New** on the top right on the top right.\n\n 3. Fill out the estimate form with the following information:\n\n * **Date** : The date of the estimate\n\n * **Customer** : Select the customer\n\n * **Estimate Number** : Automatically generated or manually entered\n\n * **Location** : Location where items are being received\n\n 4. Add any additional information: You can switch to determine which additional fields to show by clicking on the gear icon on the top right.\n\n * **Payment Terms** : Payment terms (optional)\n\n * **Due Date** : Date when the estimate expires (optional)\n\n * **Sales Rep** : Assign a sales representative (optional)\n\n * **Ship Date** : Date when the items are expected to be shipped (optional)\n\n * **Ship Method** : Shipping method (optional)\n\n * **External Channel** : Channel where the estimate is created (if applicable)\n\n * **Class** , **Department** , **Project** : Additional tags to categorize the estimate (optional)\n\n 5. For each item or service being quoted:\n\n * Select the **Item**\n\n * Enter the **Quantity**\n\n * Specify the **Unit Price**\n\n * Add any **Description** if needed\n\n 6. Apply any discounts, shipping charges, or taxes as necessary\n\n 7. Add any additional notes or terms\n\n 8. Click **Save** to create the estimate\n\n\n\n\n## Estimate Status\n\nianaiERP tracks the following statuses for estimates:\n\n * **Open** : The default status for new estimates\n\n * **Cancelled** : Estimate has been voided and will not be processed\n\n * **Accepted** : When the customer agrees to the terms and the estimate is ready to be converted to a sales order, invoice, or sales receipt\n\n * **Rejected** : If the customer does not agree to the terms and wants to renegotiate\n\n * **Converted** : When no further action is required because the estimate has been converted to another transaction type\n\n\n\n\n## Converting Estimates\n\nTo convert an estimate to another transaction type:\n\n 1. Go to the Estimates list (**Sales > Estimates**)\n\n 2. Find the desired estimate and click on its **Actions** dropdown\n\n 3. Select one of the following options:\n\n * **Create Sales Order**\n\n * **Create Invoice**\n\n * **Create Sales Receipt**\n\n\n\n\nianaiERP will automatically import all relevant data from the estimate into the new transaction.\n\n## Best Practices\n\n 1. Use clear, detailed descriptions for items and services on the estimate.\n\n 2. Set reasonable expiration dates to encourage timely customer decisions.\n\n 3. Follow up with customers on open estimates to improve conversion rates.\n\n 4. Regularly review and update your pricing and terms on estimates.\n\n 5. Use estimate reports to analyze your sales pipeline and quote-to-sale conversion rates.\n\n\n\n\n## Related Features\n\n * [Customers]()\n\n * [Items]()\n\n * [Sales Orders]()\n\n\n\n\nFor more detailed information on managing estimates, please refer to the specific sections in this documentation.","An estimate in ianaiERP is a quotation or offer to provide products or services to a customer at a specified price. Estimates are an optional but valuable step in the sales process, allowing you to propose terms to customers before finalizing a sale.","userGuide-estimate",502,"estimate","Estimate",{"_13":14,"_8":195,"_15":218,"_17":219,"_19":220,"_21":-5,"_22":221,"_24":-5,"_25":35,"_26":222,"_28":223},"## Overview\n\n * ianaiERP provides a unified interface for managing all sales transactions, including Sales Orders, Invoices, and Sales Receipts. This approach simplifies the user experience while maintaining data integrity behind the scenes.\n\n * The transaction type is determined by selecting the appropriate option when creating the document.\n\n * Each type serves a different purpose in the sales cycle but shares many common fields.\n\n\n\n\n## When to Use Sales Orders vs. Invoices\n\nUnderstanding when to use Sales Orders and when to use Invoices can help streamline your sales process. Here are some scenarios for each:\n\n## Creating a Sales Transaction\n\nTo create a new sales transaction:\n\n 1. Navigate to **Sales > Sales Order** in the main menu.\n\n 2. Click on **Add New** on the top right.\n\n 3. Select the transaction type on the top left:\n\n * **Sales Order** : For recording customer orders before fulfillment\n\n * **Invoice** : For billing customers for goods or services\n\n * **Sales Receipt** : For immediate sales with payment\n\n 4. Fill out the form with the following information:\n\n * **Date** : The date of the transaction\n\n * **Customer** : Select the customer\n\n * **Transaction Number** : Automatically generated or manually entered\n\n * **Payment Terms** : Payment terms (optional)\n\n 5. Add any additional information: You can switch to determine which additional fields to show by clicking on the gear icon on the top right.\n\n * **Payment Terms** : Payment terms (optional)\n\n * **Due Date** : Date when the estimate expires (optional)\n\n * **Sales Rep** : Assign a sales representative (optional)\n\n * **Due Date** : Expected date for order delivery (optional)\n\n * **Ship Method** : Shipping method (optional)\n\n * **External Channel** : Channel where the estimate is created (if applicable)\n\n * **Class** , **Department** , **Project** : Additional tags to categorize the estimate (optional)\n\n 6. For each item or service:\n\n * Select the **Item**\n\n * Enter the **Quantity**\n\n * Specify the **Unit Price**\n\n * Add any **Description** if needed\n\n 7. Apply any discounts, shipping charges, or taxes as necessary\n\n 8. Add any additional notes or terms\n\n 9. Click **Save** to create the transaction\n\n\n\n\n## Transaction Statuses\n\nianaiERP tracks the following statuses:\n\n * For Sales Orders:\n\n * **Open** : The default status for new sales orders\n\n * **Cancelled** : When the order is no longer valid\n\n * **On Hold** : When the order is temporarily paused\n\n * **Backordered** : When some items are not available for immediate shipment\n\n * **Invoiced** : When the order has been converted to invoice.\n\n * **Closed** : When the order has been fully paid and shipped.\n\n * Ready: All items are available and allocated, required approvals (e.g., credit/pricing) are complete, and the order is cleared for fulfillment—pick/pack/ship can proceed.\n\n * For Invoices:\n\n * **Open** : Awaiting payment\n\n * **Cancelled** : Cancelled or voided transaction\n\n * **Partial** : Partially paid\n\n * **Overdue** : Payment is overdue\n\n * **Closed** : Fully paid\n\n * On Hold: Temporarily suspended for review (e.g., dispute, credit-limit issue, billing error, customer request); collections and further processing are paused until released.\n\n * For Sales Receipts:\n\n * **Open** : Paid and waiting for Shipments\n\n * **Cancelled** : Cancelled or refunded transaction\n\n * **Closed** : Fully shipped\n\n * On Hold: Temporarily suspended for review - collections and further processing are paused until released.\n\n\n\n\n## Unique Features by Transaction Type\n\n### Sales Orders\n\n * Can be converted into shipments and invoices.\n\n * Used for managing backorders and partial shipments\n\n\n\n\n### Invoices\n\n * Can be linked to one or more shipments\n\n * Support partial payments and credit memos\n\n\n\n\n### Sales Receipts\n\n * Record both the sale and payment in a single transaction\n\n * Ideal for point-of-sale or online sales\n\n\n\n\n### When to Use Each Transaction Type\n\n#### Use Sales Orders when:\n\n 1. **Pre-ordering** : A customer orders products that are out of stock or need to be manufactured. Example: A retailer orders winter coats in summer for the upcoming season.\n\n 2. **Complex fulfillment** : The order requires multiple shipments or a specific delivery schedule. Example: A construction company orders materials to be delivered in stages over several months.\n\n 3. **Customization required** : The products ordered need customization before shipping. Example: A customer orders a computer with specific components to be assembled.\n\n\n\n\n#### Use Invoices when:\n\n 1. **Immediate billing** : You need to bill the customer for goods or services already provided. Example: A law firm bills a client for legal services rendered in the previous month.\n\n 2. **Ready to ship** : The items are in stock and ready to be shipped immediately. Example: An online bookstore fulfills an order from available inventory.\n\n 3. **Progress billing** : You want to bill for a portion of a larger project or order. Example: An architect bills for completed project phases.\n\n\n\n\n#### Use Sales Receipts when:\n\n 1. **Point of sale** : For immediate, in-person transactions where payment is received on the spot. Example: A customer buys groceries at a supermarket checkout.\n\n 2. **Online instant payment** : For e-commerce transactions with immediate payment. Example: A customer purchases and downloads digital software.\n\n 3. **Service with immediate payment** : For services rendered and paid for on completion. Example: A car wash service where the customer pays immediately after the wash.\n\n\n\n\nRemember, ianaiERP allows you to easily convert a Sales Order to an Invoice once the goods are ready to ship or the services are completed, ensuring a smooth transition from order to billing.\n\n## Best Practices\n\n 1. Choose the appropriate transaction type based on your sales process and customer requirements.\n\n 2. Regularly review open sales orders and invoices to ensure timely fulfillment and collection.\n\n 3. Use custom fields to capture additional information specific to your business needs.\n\n 4. Set up automated notifications for important status changes or approaching due dates.\n\n 5. Utilize reports to analyze sales performance, backorders, and accounts receivable aging.\n\n\n\n\n## Related Features\n\n * [Customers]()\n\n * [Items]()\n\n\n\n\nFor more detailed information on managing sales transactions, please refer to the specific sections in this documentation.","In ianaiERP, sales transactions are managed through a unified form that allows you to create Sales Orders, Invoices, and Sales Receipts. This flexible approach streamlines your sales process and adapts to various business scenarios.","userGuide-sales-transactions",503,"sales-transactions","Sales Order / Payment",{"_13":14,"_8":195,"_15":225,"_17":226,"_19":227,"_21":-5,"_22":228,"_24":-5,"_25":35,"_26":229,"_28":230},"## Accessing the Price Rule \n\nTo view, edit, or manage Price Rule:\n\n 1. Go to **Miscellaneous** > **Price Rule**\n\n\n\n\n## Key Features\n\n * **Automatic Price Adjustments** : Adjust item prices automatically in Sales Orders and Estimates based on predefined rules.\n\n * **Flexible Targeting** : Apply rules to all or selected customers/items using conditions like customer type, item category, attributes, and more.\n\n * **Multiple Adjustment Methods** : Supports percentage-based, fixed amount, and extra price rules based on item options or attributes.\n\n * **Cumulative Rule Application** : All matching rules are applied in order of priority, allowing layered pricing strategies.\n\n * **Priority Control** : Drag-and-drop interface to define the sequence of rule application, crucial for correct calculation when using percentages.\n\n * **Date-Based Activation** : Rules can be configured to apply only within a specific date range.\n\n * **Inline Price Breakdown** : See a breakdown of applied rules by hovering over unit prices in Estimates and Sales Orders.\n\n\n\n\n## Setting Up the Price Rule\n\nClick **Add New** on the top right to define a new price rule. A price rule consists of three key sections:\n\n### 1\\. Basic Information\n\n * **Name** : A descriptive label to identify the rule\n\n * **Description** : Optional explanation for internal use\n\n * **Start Date / End Date** : Defines the active period of the rule (either one or both dates can be set)\n\n * **Enabled** : Toggle to activate or deactivate the rule\n\n\n\n\n> If the current date is outside the defined period or the rule is disabled, it will not be applied.\n\n \n\n\n### 2\\. Target Definition\n\nSpecify which customers or items the rule will apply to. The **Target** section contains two tabs: **Customer** and **Item**. Each tab offers three targeting methods:\n\n * **All** : Apply to all customers/items\n\n * **Select By Condition** : Apply based on conditions\n\n * **Select Individually** : Apply to selected customers/items manually\n\n\n\n\nCustomer Conditions \nWhen using **Select By Condition** , you can filter customers based on:\n\n * Customer Type\n\n * Sales Representative\n\n\n\n\n \n\n\nItem Conditions \nWhen using **Select By Condition** , you can filter items by:\n\n * Item Category\n\n * Item Type\n\n * Item Attribute\n\n * Item Option\n\n\n\n\n \n\n\nMultiple conditions can be combined using AND/OR logic. \nYou can combine multiple conditions to fine-tune the target selection.\n\n### 3\\. Price Adjustment\n\nDefines how the unit price is adjusted. The base price used for adjustment is the item's Sales Price. \nThere are three available methods:\n\n#### **Percentage**\n\nApply a percentage-based increase or decrease.\n\n * **Direction** : Increase / Decrease\n\n * **Value** : Percentage (e.g., 10%)\n\n\n\n\n#### \n\n\n#### **Fixed Amount**\n\nApply a fixed monetary adjustment.\n\n * **Direction** : Increase / Decrease\n\n * **Value** : Fixed amount (e.g., 20)\n\n\n\n\n#### \n\n\n#### **Extra Price Based on Item Options**\n\nApply an additional charge or discount based on item options or attributes.\n\n * You can define multiple **extra price lines** , each with its own conditions and adjustment value.\n\n * Each extra price line can now include **multiple conditions combined using AND/OR logic**.\n\n * If all conditions within a price line are met, the corresponding extra price will be applied.\n\n * All matching price lines are applied cumulatively.\n\n\n\n\nFor each condition:\n\n * **Type** : Item Option / Item Attribute\n\n * **Field Name** : The field to evaluate (e.g., color, material)\n\n * **Condition** : Operator and Value (e.g., Equals \"Blue\")\n\n * **Extra Price** : Amount to adjust (can be positive or negative)\n\n\n\n\n> Use this method to layer multiple additional charges or discounts based on complex item configurations.\n\n#### \n\n\n#### **Set Price Based on Item Options**\n\nOverride the item's unit price entirely when specific conditions are met.\n\n * **Value** : The final unit price to be set (e.g., 222)\n\n * **Conditions** : Define one or more item option-based rules\n\n * If the conditions match, the unit price is set to the defined value (instead of adjusting it)\n\n * Conditions can be combined using AND/OR logic\n\n * Supported fields: Item Option (with field name, operator, value, etc.)\n\n\n\n\n> This method overrides the original sales price. It does not stack with other price adjustments for that line. Use with caution when combining with other rules.\n\n \n\n\n## Rule Application Logic\n\n * **Multiple Rules Apply** : All rules that match the target and are within date range will be applied.\n\n * **Priority Matters** : Since rules are cumulative, the order in which they apply affects the final price—especially with percentage-based rules.\n\n\n\n\n \n\n\nYou can configure the application order by clicking **Priority Setting** and using drag-and-drop to reorder the rules.\n\n## Using Price Rules in Sales Transactions\n\nWhen creating an Estimate or Sales Order, ianaiERP will:\n\n * Determine which price rules apply to each line item\n\n * Start with the item’s base Sales Price\n\n * Apply matching rules in priority order\n\n * Display a breakdown of applied adjustments when hovering over the unit price\n\n\n\n\n \n\n\nThis provides full transparency into how the final price was calculated.\n\n## Best Practices\n\n 1. Use separate rules for different adjustment methods (e.g., one for discount, one for option-based pricing)\n\n 2. Carefully manage rule priorities to ensure accurate pricing\n\n 3. Use the condition-based targeting to handle promotional pricing, customer tiers, and product variations\n\n 4. Regularly review rule effectiveness and overlaps\n\n\n\n\n## Related Features\n\n \n\n\n * [Item Management]()\n\n * [Estimate]()\n\n * [Sales Order]()\n\n\n\n\nFor more advanced scenarios or examples, please contact your system administrator or support team.\n\nWhen creating an **Estimate** or **Sales Order** , ianaiERP will:","The Price Rule feature in ianaiERP enables you to automatically adjust item prices on sales-related documents—such as Estimates and Sales Orders—based on defined conditions. This allows for dynamic pricing that reflects customer types, item attributes, promotional periods, and more.","userGuide-price-rule",505,"price-rule","Price Rule",{"_13":14,"_8":195,"_15":232,"_17":170,"_19":233,"_21":170,"_22":234,"_24":170,"_25":35,"_26":235,"_28":236},"# Blanket Sales Orders\n\nA **Blanket Sales Order (Blanket SO)** in ianaiERP is a long-term agreement with a customer that establishes items, pricing, and total committed quantities over a period of time — without creating immediate inventory demand. As real Sales Orders are created against the blanket, they \"release\" quantities from it until the total is exhausted.\n\n## Overview\n\n* A Blanket SO captures an agreement to sell a set of items to a customer at agreed-upon prices and quantities over an effective period.\n* Blanket SOs are **contract envelopes**, not transactional commitments:\n * They do **not** generate inventory demand (they do not appear in the Supply & Demand Index).\n * They **cannot** be shipped or invoiced directly.\n * They **bypass approval workflows** — the regular Sales Orders released from them go through normal approvals instead.\n* Each blanket line tracks a **Total Quantity**, a **Released Quantity** (how much has already been consumed by regular SOs), and a **Remaining Quantity**.\n* Releases can be created two ways: on demand (by clicking **Create Release** from the blanket itself) or automatically (by adding matching items to a regular Sales Order).\n\n## When to Use a Blanket SO\n\nUse Blanket SOs when you have recurring or scheduled business with a customer and want to lock in pricing or reserve volume up front.\n\n* **Customer volume commitments**: A customer commits to purchasing a set quantity across multiple shipments at a negotiated price.\n* **Annual supply agreements**: A distributor agrees to take a fixed annual volume of a product, released as monthly orders.\n* **Project-based framework agreements**: A multi-phase customer project where each phase generates its own SO but pricing and terms are set in advance.\n* **Recurring replenishment**: Predictable customer consumption where you want fixed pricing without re-negotiating each order.\n\n## Creating a Blanket Sales Order\n\nTo create a new Blanket SO:\n\n1. Navigate to **Sales > Sales Order** in the main menu.\n2. In the view selector at the top left, switch from **Sales Order** to **Blanket SO**.\n3. Click **Add New** on the top right.\n4. Fill out the form with the following information:\n * **Date**: The date the blanket agreement is recorded.\n * **Customer**: The customer the agreement is with.\n * **Document Number**: Automatically generated using the Blanket SO numbering format, or manually entered.\n * **Blanket Start Date**: The date the agreement takes effect.\n * **Blanket End Date**: The date the agreement expires.\n * **Payment Terms**, **Sales Rep**, **Class**, **Department**, **Project**: Optional header fields.\n5. For each line:\n * Select the **Item**.\n * Enter the **Total Quantity** committed under the agreement.\n * Specify the **Unit Price** that will apply to releases.\n * Add **Description** or notes as needed.\n6. Click **Save** to create the blanket.\n\n## Releasing Against a Blanket SO\n\nOnce a Blanket SO is active, there are two ways to release quantities against it.\n\n### Option 1: Create Release From the Blanket\n\nOpen the Blanket SO and click the **Create Release** row action. ianaiERP will:\n\n1. Open a new regular Sales Order form.\n2. Pre-fill the customer from the blanket header.\n3. Pre-populate the line items from the blanket, with each line's default quantity set to its **Remaining Quantity** (Total − Released).\n4. Link each line back to its originating blanket line, so the release is tracked as soon as you save.\n\nYou can then adjust quantities, remove lines you don't want to release yet, and save normally. The **Create Release** action is only available while the blanket is in **Open** status.\n\n### Option 2: Auto-Linking on a New Sales Order\n\nAlternatively, create a regular Sales Order from scratch and let ianaiERP match it to open blankets automatically.\n\n#### How Auto-Linking Works\n\nWhen you create or edit a regular Sales Order:\n\n1. ianaiERP looks up all open blanket lines for the selected **customer**.\n2. As you add items to the line grid, any item that matches an open blanket line is automatically linked:\n * The **Unit Price** is pre-filled from the blanket line.\n * The line's **Blanket Line** reference is populated.\n * The **Released Quantity** on the blanket line increases by the ordered quantity.\n3. A **Blanket chip bar** appears at the top of the order form showing which blanket(s) are being drawn from. Clicking a chip opens the blanket for inspection.\n4. If a single blanket covers every linked line, the regular SO's **Blanket** header reference is automatically set to that blanket.\n5. If items span multiple blankets, each line links to its own blanket and the header reference remains empty.\n\n### Remaining Quantity Tracking\n\nEach blanket line shows:\n\n* **Total Quantity** — the committed amount at the time the blanket was signed.\n* **Released Quantity** — the sum of quantities on all regular SOs that reference this blanket line.\n* **Remaining Quantity** — `Total − Released`.\n\nReleased quantities update automatically as regular Sales Orders are created, edited, or cancelled.\n\n## Blanket SO Statuses\n\nBlanket SOs use a simplified status set separate from regular Sales Orders:\n\n* **Open**: The default status for new blankets. Lines can be released against them.\n* **Closed**: The blanket has been manually closed or all lines are exhausted. New orders will no longer auto-link to it.\n* **Cancelled**: The blanket has been voided. No further releases are possible.\n\n### Allowed Status Transitions\n\n| From | To |\n|------------|--------------------------|\n| Open | Closed, Cancelled |\n| Closed | Open |\n| Cancelled | Open |\n\nThe blanket header status is derived from its line statuses: if every line is cancelled, the blanket is cancelled; if every line is closed or cancelled, the blanket is closed; otherwise it stays open.\n\n## What You Cannot Do With a Blanket SO\n\nBecause a Blanket SO is a contract, not a transaction, the following operations are blocked:\n\n* A Blanket SO **cannot** be converted to an Invoice or Shipment. Create a regular Sales Order against the blanket and convert that instead.\n* Blanket SOs do **not** contribute to the Supply & Demand Index (SDI) — they do not appear as committed demand in planning views.\n* Blanket SOs **bypass** the standard approval workflow; approvals are enforced on the regular SOs released from them.\n\n## Document Number Format\n\nBlanket SOs use their own document number format, distinct from regular Sales Orders. The format is controlled by the `FORMAT_DOC_NUMBER_BLANKET_SALES_ORDER` company setting and can be customized from the Blanket SO settings modal.\n\n## Blanket SO Settings\n\nClick the gear icon on the Blanket SO list to configure:\n\n* **Default Payment Term**: The default payment term applied to new Blanket SOs.\n* **Default Tax Code**: The default sales tax code applied to new Blanket SOs.\n\n## Best Practices\n\n1. **Set realistic Blanket Start/End dates** so expired blankets stop auto-linking to new orders.\n2. **Use clear document numbering** to distinguish blankets from regular orders (e.g., a `BSO-` prefix).\n3. **Review Remaining Quantities periodically** to ensure you are tracking against your commitment — and to avoid over-releasing.\n4. **Close exhausted or superseded blankets manually** instead of leaving them open; this prevents accidental auto-linking to stale agreements.\n5. **Do not rely on Blanket SOs for planning signals** — supply and demand planning only sees regular Sales Orders.\n\n## Related Features\n\n* [Sales Transactions](./sales-transactions)\n* [Blanket Purchase Order](./blanket-purchase-order)\n* [Customer](./customer)\n\nFor more detailed information on managing Blanket Sales Orders, please refer to the specific sections in this documentation.\n","FzbG3Yn3P9T7YOpJDppjHk",506,"blanket-sales-order","Blanket Sales Order",{"_13":14,"_8":195,"_15":238,"_17":239,"_19":240,"_21":-5,"_22":241,"_24":-5,"_25":35,"_26":242,"_28":243},"## Overview\n\n * Work centers define the resources required for manufacturing operations.\n\n * They contain critical information about capacity, costs, and operational parameters.\n\n * Properly configured work centers enable accurate scheduling, costing, and resource management.\n\n\n\n\n## Creating a Work Center\n\nTo create a new work center:\n\n 1. Navigate to **Manufacturing > Work Centers** in the main menu.\n\n 2. Click the **New Work Center** button.\n\n 3. Enter the basic information including name, code, and description.\n\n 4. Define the capacity and cost parameters.\n\n 5. Save the work center.\n\n\n\n\n## Work Center Components\n\nA comprehensive work center setup includes the following information:\n\n### Basic Information\n\n * **Name** : A descriptive name for the work center\n\n * **Enabled** : Whether the work center is active and can be used in routing and work orders\n\n * **Description** : Detailed information about the work center's purpose and capabilities\n\n * **Location** : The location where the work center is physically located\n\n\n\n\n### Cost Information\n\nYou can add the cost items such as labor, machine, overhead, etc. in the work center.\n\n * **Labor Cost** : Hourly cost of labor resources at the work center\n\n * **Machine Cost** : Hourly cost of machine operation\n\n * **Overhead Cost** : Additional costs associated with the work center\n\n * **Setup Cost** : Costs incurred during preparation for operations\n\n\n\n\n## Work Center Cost Calculation\n\nWork centers are essential for accurate cost calculation in manufacturing:\n\n * You may set up the cost items such as labor, machine, overhead, etc. in each work center.\n\n * These costs flow through to routing operations and ultimately to work orders, enabling precise product costing.\n\n\n\n\n## Work Center Scheduling\n\nThe system uses work center information for production scheduling:\n\n 1. Available capacity is determined based on working hours and efficiency.\n\n 2. Operations are assigned to work centers based on routing specifications.\n\n 3. The system schedules operations considering available capacity and priorities.\n\n 4. Real-time capacity visualization helps identify bottlenecks and optimize resource allocation.\n\n\n\n\n## Integration with Other Features\n\nWork centers connect with other manufacturing functions:\n\n * **Routings** : Define which operations are performed at which work centers\n\n * **Work Orders** : Schedule production using work center capacity information\n\n * **Cost Accounting** : Calculate accurate manufacturing costs\n\n\n\n\n## Best Practices\n\n 1. Create work centers with the appropriate level of granularity for your operations.\n\n 2. Regularly update cost rates to maintain accurate product costing.\n\n 3. Monitor efficiency metrics and identify opportunities for improvement.\n\n 4. Configure realistic capacity settings to prevent over-scheduling.\n\n 5. Group similar resources into logical work centers for simplified management.\n\n\n\n\n## Related Features\n\n * [Routing]()\n\n * [Work Orders]()\n\n * [Bill of Materials (BOM)]()\n\n\n\n\nFor more detailed information on advanced work center management techniques and optimization, please refer to the specific sections in this documentation.","Work centers in Ianai ERP represent the physical locations, machines, or groups of resources where manufacturing operations take place. They are fundamental building blocks for routing and production planning.","userGuide-work-centers",906,"work-centers","Work Centers",{"_8":245,"_10":246},"shipping",[247,254,261,268,275,282,289,296,303,310,316],{"_13":14,"_8":245,"_15":248,"_17":249,"_19":250,"_21":-5,"_22":251,"_24":-5,"_25":35,"_26":252,"_28":253},"## Overview\n\nShipments in ianaiERP turn a confirmed sale into a physical delivery. The Shipment list gives you live visibility (order, customer, status, tracking, carrier/service). From a shipment you can pick/pack, allocate stock (including lots/bins), create labels, and automatically update inventory and tracking.\n\nLet's explore each section in detail.\n\n### Shipment list (columns)\n\n * **Order Number** – Source document number tied to this shipment.\n\n * **Date/Time** – When the shipment record was created.\n\n * **Customer / Recipient** – Bill-to / Ship-to party shown on the label.\n\n * **Company** – Your legal entity fulfilling the order (for multi-company setups).\n\n * **Due Date** – Target ship/delivery date used for prioritization.\n\n * **Status** – Current progress (e.g., _Ready_ , label created, shipped).\n\n * **Tracking Status** – Carrier tracking state when available.\n\n * **Total Amount** – Monetary total of the source document (for quick reference).\n\n * **Carrier / Service** – Selected carrier (UPS/FedEx/DHL/…) and service (e.g., Ground).\n\n\n\n\n_List actions:_ search/filter (e.g., by Status), batch select, print/export, and **Add New**.\n\n### Shipment header (main form)\n\n * **Customer** – Pulled from the source doc; determines Ship-To and billing.\n\n * **Location** – Warehouse/location shipping the order.\n\n * **Payment Term / Due Date (sales doc fields)** – From the source; does not affect label creation.\n\n * **Ship Date** – Planned/actual ship date used in documents and labels.\n\n * **External Channel / Customer PO** – Optional references to marketplaces/POs.\n\n\n\n\n### Addresses\n\n * **Billing Address** – Customer billing details.\n\n * **Shipping Address** – Recipient details (address verification/autocorrect supported).\n\n\n\n\n### Order Items (pick/pack)\n\n * **Item, Description** – Products to ship.\n\n * **Quantity / UOM** – Ordered quantity and unit.\n\n * **Packed** _(inline as you work)_ – Quantity confirmed for this shipment.\n\n * **Class/Dept/Project** – Optional tracking tags per line.\n\n\n\n\n##### Packing aids\n\n * **Barcode Counting** – Scan item barcodes to increment _Packed_ accurately.\n\n * **Auto Stock Fill** – Auto-allocate from available lots/bins (FIFO by default), with manual override when needed.\n\n\n\n\n### Shipping Info (label)\n\n * **Ship From** – Origin location/address.\n\n * **Requested Method** – Requested by customer (e.g., “FedEx”).\n\n * **Carrier / Service** – Actual carrier/service to use.\n\n * **Package / Size / Weight** – Packaging type, dimensions, and weight.\n\n * **Insurance / Declared value** – Optional.\n\n * **Rate / Time** – Quoted rate and estimated delivery when available.\n\n * **Print Label** – Purchases/prints the label and returns a **tracking number**.\n\n\n\n\n### Other shipping options\n\n * **Ship on account / Use my carrier account**\n\n * **Non-machinable / Saturday delivery / Dry ice**\n\n * **Require delivery confirmation**\n\n * **Do not notify marketplace when shipped** (suppress channel update)\n\n\n\n\n### Notes & Attachments\n\n * **Message to Customer / Internal Notes** – Communication and internal instructions.\n\n * **Attachments** – Pack lists, photos, compliance docs, etc.\n\n\n\n\n## Key Functions\n\n 1. **Create a shipment from a sales document**\n\n * On **Shipping → Shipment → Add New** , pick **Invoice / Sales Order / Sales Receipt**.\n\n * Select the customer and source doc; verify ship-to and items.\n\n 2. **Pick & pack**\n\n * Use **Barcode Counting** to scan and increment _Packed_.\n\n * Enable **Auto Stock Fill** to allocate from lots/bins automatically (FIFO).\n\n * For lot/bin items, you can manually choose specific lots/bins when needed.\n\n 3. **Set shipping details**\n\n * Choose **Carrier/Service** , **Package** , **Size/Weight** , and any **options**.\n\n * Quote **Rate/Time** (if connected) and confirm **Ship Date**.\n\n 4. **Print label & capture tracking**\n\n * Click **Print Label**. ianaiERP creates the label and stores the **Tracking Number**.\n\n 5. **Automatic inventory movement**\n\n * On label creation (or shipment completion, depending on your setup), ianaiERP:\n\n * **Decrements** inventory for shipped lines.\n\n * **Updates** selected **lot** balances and **bin** locations.\n\n * Marks shipment status accordingly.\n\n * If allocation was short, the system can flag the shipment as **Incomplete** ; finish allocation and mark **Complete** when ready.\n\n 6. **Notify channels & customers (optional)**\n\n * If enabled, marketplaces/e-commerce channels are updated with tracking.\n\n * Send customer notifications using your standard template.\n\n 7. **List-level productivity**\n\n * Filter by **Status** (e.g., “Ready”) to batch process.\n\n * Batch **print labels** or **export** shipments for reporting.\n\n\n\n\n## Best Practices\n\n * Validate **Ship-To** addresses (use autocorrect/verification) before printing labels.\n\n * Use **filters** (e.g., Status = Ready) for efficient batch packing/labeling.\n\n * Prefer **Barcode Counting** to eliminate packing errors.\n\n * Keep **Auto Stock Fill** on for FIFO and accurate lot/bin depletion; override only when necessary.\n\n * If an item is short, ship the available quantity and **split ship** the remainder.\n\n * Print labels only after confirming weight/dimensions to avoid adjustment charges.\n\n\n\n\n## Related Features\n\n * [Sales Transactions]()\n\n * [Item options]()\n\n * [Customer]()\n\n\n\n\nFor more detailed information on managing shipments and related processes, please refer to the specific sections in this documentation.","In ianaiERP, the Shipment feature allows you to manage and track the delivery of products to your customers. This comprehensive interface provides all the necessary information and tools to process shipments efficiently.","userGuide-shipment",601,"shipment","Shipment",{"_13":14,"_8":245,"_15":255,"_17":256,"_19":257,"_21":-5,"_22":258,"_24":-5,"_25":35,"_26":259,"_28":260},"# Shipping, Label Printing, and Tracking\n\nianaiERP provides robust shipping functionality, allowing you to configure shipments, create and print labels, and track your packages. This guide will walk you through the process of shipping an order, from configuration to tracking.\n\n## Configuring a Shipment\n\nBefore creating a label, you need to configure your shipment details:\n\n 1. Select an order from the Orders grid.\n\n 2. In the Shipping Sidebar, locate the Configure Shipment section.\n\n 3. Set the following details:\n\n * **Ship From** : Select your shipping location\n\n * **Weight** : Enter the package weight\n\n * **Service** : Choose the shipping service\n\n * **Package** : Select the package type\n\n * **Dimensions** : Enter package dimensions (recommended for accurate rates)\n\n\n\n\n> **Tip** : Use the Rate Calculator to compare rates across different carriers and services.\n\n## Creating and Printing Labels\n\nOnce your shipment is configured, you're ready to create and print your label:\n\n 1. Click the **Create + Print Label** button in the Shipping Sidebar.\n\n 2. If prompted, set up your label payment method.\n\n 3. In the Print Label pop-up, choose your preferred printing method:\n\n * **Browser Print** : Quick and simple, prints directly from your browser\n\n * **Download** : Saves the label as a PDF for later printing\n\n * **ianaiERP Connect** : Our desktop application for advanced printing features\n\n\n\n\n### Printer Setup\n\nBefore printing your first label, ensure your printer settings are correctly configured:\n\n * For Windows: [Printer Setup Guide (Windows)]\n\n * For macOS: [Printer Setup Guide (macOS)]\n\n\n\n\n## Post-Shipping Tasks\n\n### Marketplace Notifications\n\nianaiERP automatically notifies your selling channels when a label is created. Check notification status:\n\n * In the Shipment Details screen\n\n * In the Shipments grid (each notification has its own column)\n\n\n\n\nNotification statuses are color-coded:\n\n * Light Grey: Not attempted\n\n * Dark Grey: Successful\n\n * Red: Failed (hover for failure reason)\n\n\n\n\nTo resend a failed notification, use the \"Send Notification\" option in the Other Actions menu.\n\n### Customer Notifications\n\nTo set up email notifications for customers:\n\n 1. Go to **Settings** > **Notifications**\n\n 2. Configure your customer notification preferences\n\n\n\n\n## Tracking Shipments\n\nianaiERP provides multiple ways to track your shipments:\n\n 1. **Order Details Screen** : Click the tracking number in the Shipment Details card\n\n 2. **Shipment Details Screen** : Click the tracking number at the top\n\n 3. **Shipments Grid** : Click the tracking number in the Tracking # column\n\n\n\n\nTo update tracking information:\n\n 1. Select the shipment in the Shipments grid\n\n 2. Click the **Update Tracking** button\n\n\n\n\nianaiERP receives automatic tracking updates for supported carriers, showing statuses like \"In Transit\" and \"Delivered\" directly in the application.\n\n## Reprinting Labels\n\nTo reprint a label:\n\n 1. Locate the shipment in the Shipments or Orders grid\n\n 2. Expand the Print menu and choose \"Label\"\n\n 3. In the Print Preview screen, choose to Download or Print through ianaiERP Connect\n\n\n\n\nAlternatively, from the Order Details screen:\n\n 1. Select the shipment in the left-side panel\n\n 2. Click Shipment Actions > Print > Label\n\n\n\n\n## Voiding Labels\n\nTo void a label:\n\n 1. In the Shipments grid, select the shipment and click \"Void Label\"\n\n 2. Or, in the Order Details screen, select the shipment and choose \"Void Shipment\" from the action menu\n\n\n\n\nVoiding a label will:\n\n * Refund the label amount for prepaid carriers\n\n * Move the order back to \"Awaiting Shipment\" status\n\n\n\n\n## Best Practices\n\n 1. Always enter accurate package dimensions for the most precise rates\n\n 2. Regularly check for and resend failed notifications\n\n 3. Use ianaiERP Connect for advanced printing features and workflow optimization\n\n 4. Keep your shipping preferences and carrier accounts up to date\n\n\n\n\n## Related Features\n\n * [Carrier Integrations]()\n\n\n\n\nFor more detailed information on specific shipping carriers or advanced shipping features, please refer to the respective sections in this documentation.","ianaiERP provides robust shipping functionality, allowing you to configure shipments, create and print labels, and track your packages. This guide will walk you through the process of shipping an order, from configuration to tracking.","userGuide-shipping-label-printing-and-tracking",1000,"shipping-label-printing-and-tracking","Shipping, Label Printing, and Tracking",{"_13":14,"_8":245,"_15":262,"_17":263,"_19":264,"_21":-5,"_22":265,"_24":-5,"_25":35,"_26":266,"_28":267},"# Connecting to Carriers\n\nianaiERP offers direct integrations with major carriers and additional options through EasyPost. This guide will walk you through the process of connecting your carrier accounts and managing them within ianaiERP.\n\n## Supported Carriers\n\nianaiERP provides direct integrations with:\n\n * USPS\n\n * UPS\n\n * FedEx\n\n * DHL\n\n\n\n\nAdditionally, we offer connections to other carriers through our EasyPost integration.\n\n## Connecting Your Carrier Accounts\n\n### Direct Carrier Connections\n\nTo connect a carrier account:\n\n 1. Go to **Settings** > **Shipping** > **Carrier Accounts**.\n\n 2. Click on the carrier you want to connect (USPS, UPS, FedEx, or DHL).\n\n 3. Follow the on-screen instructions to enter your account details.\n\n\n\n\n> **Note** : Different carriers may require different information. You might need to log into your carrier account to find specific details.\n\n### EasyPost Integration\n\nFor carriers not directly supported:\n\n 1. Go to **Settings** > **Shipping** > **Carrier Accounts**.\n\n 2. Select \"EasyPost\" from the list of carriers.\n\n 3. Follow the prompts to connect your EasyPost account.\n\n 4. Once connected, you can access additional carriers through EasyPost.\n\n\n\n\n## Managing Multiple Accounts\n\nianaiERP allows you to connect multiple accounts for some carriers:\n\n 1. The first account you connect becomes the primary account by default.\n\n 2. To add additional accounts, repeat the connection process with different credentials.\n\n 3. To change the primary account:\n\n * Go to **Settings** > **Shipping** > **Carrier Accounts**.\n\n * Select the carrier.\n\n * Find the account you want to set as primary.\n\n * Check the box for \"Make this my primary account\".\n\n\n\n\n## Third-Party Billing\n\nTo bill the cost of a label to a third-party carrier account:\n\n 1. First, add your own account for that carrier to ianaiERP.\n\n 2. When creating a shipment, you'll have the option to select third-party billing and enter the third-party account details.\n\n\n\n\n## Best Practices\n\n 1. Keep your carrier account credentials up to date in ianaiERP.\n\n 2. Regularly review your carrier settings to ensure you're using the most cost-effective options.\n\n 3. If you frequently use third-party billing, consider saving those account details for quick access.\n\n 4. Monitor your EasyPost balance if using additional carriers through their integration.\n\n\n\n\n## Troubleshooting\n\nIf you encounter issues connecting a carrier:\n\n 1. Double-check that you've entered all required information correctly.\n\n 2. Ensure your carrier account is in good standing and doesn't have any restrictions.\n\n 3. For direct integrations, try disconnecting and reconnecting the account.\n\n 4. For EasyPost connections, verify your EasyPost account is active and has sufficient funds.\n\n\n\n\nIf problems persist, contact ianaiERP support for assistance.\n\n## Requesting New Carrier Integrations\n\nIf you use a carrier that's not currently supported:\n\n 1. Contact the carrier directly and express your desire to connect your account to ianaiERP.\n\n 2. Ask them to reach out to our integration team at [integration@ianaierp.com]().\n\n 3. Our team will evaluate the request and work on building the integration if feasible.\n\n\n\n\n## Related Features\n\n * [Shipping and Tracking]()\n\n\n\n * [Custom Shipping Rules]()\n\n * [International Shipping]()\n\n\n\n\nFor more detailed information on specific carrier integrations or advanced shipping features, please refer to the respective sections in this documentation.","ianaiERP offers direct integrations with major carriers and additional options through EasyPost. This guide will walk you through the process of connecting your carrier accounts and managing them within ianaiERP.","userGuide-carrier-integrations",1001,"carrier-integrations","Carrier Integrations",{"_13":14,"_8":245,"_15":269,"_17":270,"_19":271,"_21":-5,"_22":272,"_24":-5,"_25":35,"_26":273,"_28":274},"# Ship Method Mapping\n\nianaiERP's Ship Method Mapping feature allows you to automatically set the shipping service for an order based on the customer's selection during checkout. This powerful tool streamlines your shipping process and ensures that orders are processed with the correct shipping method.\n\n## Understanding Ship Method Mapping\n\nWhen a customer selects a shipping option during checkout, this information is imported into ianaiERP as the \"Requested Service\". Ship Method Mapping allows you to link these Requested Services to specific carrier services and package types in ianaiERP.\n\n> **Note** : Ship Method Mapping must be configured for each store individually, as shipping options may vary between different selling channels.\n\n## Creating Ship Method Mappings\n\nThere are two ways to create Ship Method Mappings in ianaiERP:\n\n### 1\\. Mapping from an Order\n\n 1. In the Shipping Sidebar or Order Details screen, locate the \"Requested Service\" field.\n\n 2. If unmapped, click the \"unmapped\" link next to the Requested Service.\n\n 3. In the pop-up window, select the desired Service and Package type.\n\n 4. Click \"Save Mapping\".\n\n\n\n\n**Advantage** : This method ensures you're mapping to the exact Requested Service value as imported.\n\n### 2\\. Mapping in Store Settings\n\n 1. Go to **Settings** > **Selling Channels** > **Store Setup**.\n\n 2. Select the store you want to configure.\n\n 3. Navigate to the \"Shipping Services\" tab.\n\n 4. Click \"Add New Mapping\" or edit existing mappings.\n\n 5. Enter the Requested Service value and select the corresponding ianaiERP service and package type.\n\n 6. Click \"Save Changes\".\n\n\n\n\n**Advantage** : Mappings are set up in advance, applying to orders as soon as they import.\n\n## Editing Existing Mappings\n\nTo modify an existing mapping:\n\n 1. Click \"Mapped\" next to the Requested Service in the order view, or\n\n 2. Edit the mapping in the store's Shipping Services settings.\n\n\n\n\n> **Warning** : Editing a mapping will affect all open orders with the same Requested Service from that store.\n\n## Automatic Service Selection\n\nFor stores that support Checkout Rates:\n\n 1. Go to the store's settings in ianaiERP.\n\n 2. Navigate to the \"Checkout Rates\" tab.\n\n 3. Check the box for \"On order import, automatically set the Shipping Service selected by the customer at checkout.\"\n\n 4. Click \"Save Changes\".\n\n\n\n\nThis option overrides other service mappings and directly applies the customer's selection.\n\n## Example: Mapping Expedited Shipping\n\nLet's say you offer an \"Expedited\" shipping option in your store for $20.00, and you want to fulfill these orders using FedEx Overnight.\n\n 1. Go to your store's Shipping Services settings in ianaiERP.\n\n 2. Add a new mapping:\n\n * Requested Service: \"Expedited\"\n\n * ianaiERP Service: \"FedEx Overnight\"\n\n * Package Type: [Select appropriate package]\n\n 3. Save the mapping.\n\n\n\n\nNow, when an order imports with \"Expedited\" as the Requested Service, ianaiERP will automatically assign FedEx Overnight as the shipping method.\n\n## Best Practices\n\n 1. Regularly review and update your mappings to ensure they align with your current shipping strategies.\n\n 2. Use consistent naming conventions for shipping options across your stores to simplify mapping.\n\n 3. Consider creating mappings for all possible shipping options to minimize manual intervention.\n\n 4. Test your mappings with sample orders to ensure they're working as expected.\n\n\n\n\n## Troubleshooting\n\nIf mappings aren't applying as expected:\n\n 1. Verify the exact Requested Service value in the imported order.\n\n 2. Check that the mapping is created for the correct store.\n\n 3. Ensure the mapped service is available for the shipping address.\n\n 4. Review any conflicting automation rules that might override the mapping.\n\n\n\n\n## Related Features\n\n * [Carrier Connections]()\n\n * [Order Automation]()\n\n\n\n\nFor more detailed information on specific carrier services or advanced shipping features, please refer to the respective sections in this documentation.","ianaiERP's Ship Method Mapping feature allows you to automatically set the shipping service for an order based on the customer's selection during checkout. This powerful tool streamlines your shipping process and ensures that orders are processed with the correct shipping method.","userGuide-ship-method-mapping",1002,"ship-method-mapping","Ship Method Mapping",{"_13":14,"_8":245,"_15":276,"_17":277,"_19":278,"_21":-5,"_22":279,"_24":-5,"_25":35,"_26":280,"_28":281},"ianaiERP's Rule-Based Automation feature allows you to streamline your order processing by automatically applying actions based on specific criteria. This powerful tool can save time, reduce errors, and ensure consistency in your order fulfillment process.\n\n## Understanding Rule-Based Automation\n\nAutomation rules in ianaiERP follow an \"If This, Then That\" structure:\n\n * **If** (Criteria): The condition that must be met for the rule to apply\n\n * **Then** (Action): The action that ianaiERP will take when the criteria are met\n\n\n\n\n## Creating Automation Rules\n\nTo create a new automation rule:\n\n 1. Go to **Settings** > **Automation** > **Order Rules**.\n\n 2. Click **Add New Rule**.\n\n 3. Set up your rule as follows:\n\n * **Name** : Give your rule a descriptive name\n\n * **Criteria** : Define the conditions that trigger the rule\n\n * **Actions** : Specify what should happen when the criteria are met\n\n 4. Click **Save Rule**.\n\n\n\n\n## Common Automation Scenarios\n\n### 1\\. Set Ship From Location Based on Store\n\nThis popular rule automatically assigns the correct location based on which store the order came from.\n\nExample:\n\n * **Criteria** : Store Equals [Your Shopify Store]\n\n * **Action** : Set Ship From Location - [Shopify Location]\n\n\n\n\nTo set this up:\n\n 1. Create a new rule.\n\n 2. Set the criteria to \"Store :: Equals :: [Your Shopify Store]\".\n\n 3. Add the action \"Set Ship From Location\" and select the appropriate location.\n\n 4. Save the rule.\n\n 5. Repeat for each store-location combination.\n\n\n\n\n### 2\\. Apply Shipping Service Based on Order Value\n\nAutomatically upgrade shipping for high-value orders.\n\nExample:\n\n * **Criteria** : Order Total Is Greater Than $100\n\n * **Action** : Set Shipping Service to Express\n\n\n\n\n### 3\\. Add Insurance for Fragile Items\n\nAutomatically add insurance for orders containing fragile items.\n\nExample:\n\n * **Criteria** : SKU Contains \"FRAGILE\"\n\n * **Action** : Add Insurance\n\n\n\n\n## Advanced Rule Creation\n\n### Multiple Criteria\n\nYou can add multiple criteria to a single rule using AND/OR logic:\n\n 1. Click **Add Criterion** to add additional conditions.\n\n 2. Use the dropdown to select AND (all conditions must be true) or OR (any condition can be true).\n\n\n\n\n### Multiple Actions\n\nA single rule can trigger multiple actions:\n\n 1. Click **Add Action** to include additional actions for your rule.\n\n 2. Actions will be performed in the order they are listed.\n\n\n\n\n## Best Practices\n\n 1. Start with simple rules and gradually add complexity.\n\n 2. Test your rules thoroughly before activating them.\n\n 3. Use descriptive names for your rules to easily manage them.\n\n 4. Regularly review and update your rules as your business processes change.\n\n 5. Be mindful of rule order - rules are applied in the order they are listed.\n\n\n\n\n## Troubleshooting\n\nIf your rules aren't working as expected:\n\n 1. Check the rule's criteria to ensure they accurately describe the intended orders.\n\n 2. Verify that the rule is activated.\n\n 3. Check for conflicting rules that might be overriding your intended automation.\n\n 4. Use the \"Test Rule\" feature to see which orders would be affected by the rule.\n\n\n\n\n## Rule Management\n\n * To edit a rule, click on its name in the Order Rules list.\n\n * To temporarily disable a rule, use the toggle switch next to the rule name.\n\n * To delete a rule, select it and click the \"Delete\" button.\n\n\n\n\n## Related Features\n\n * [Order Processing]()\n\n\n\n * [Shipping Services]()\n\n * [Custom Fields]()\n\n\n\n\nFor more detailed information on specific automation scenarios or advanced rule creation, please refer to the respective sections in this documentation.","ianaiERP's Rule-Based Automation feature allows you to streamline your order processing by automatically applying actions based on specific criteria. This powerful tool can save time, reduce errors, and ensure consistency in your order fulfillment process.","userGuide-rule-based-automation",1003,"rule-based-automation","Rule-Based Automation",{"_13":14,"_8":245,"_15":283,"_17":284,"_19":285,"_21":-5,"_22":286,"_24":-5,"_25":35,"_26":287,"_28":288},"# International Shipping\n\nExpanding your business to international markets can be an exciting yet challenging step. This guide will walk you through the essentials of international shipping in ianaiERP, helping you navigate customs, choose carriers, and create international labels efficiently.\n\n## Understanding International Shipping\n\nThe main difference between domestic and international shipping is the customs process:\n\nDomestic: Location → Destination International: Location → Customs → Destination\n\n## Preparing for International Shipping\n\nBefore you can ship internationally, you need to:\n\n### Customs\n\nCustoms offices screen incoming products to ensure compliance with local laws and apply appropriate taxes. They rely on customs forms (also known as Commercial Invoices for private carriers) that declare the package contents, value, origin, and destination.\n\n## Preparing for International Shipping\n\n### 1\\. Harmonization Codes\n\nHarmonization codes (HS codes) are internationally recognized codes that classify products for tax purposes.\n\nIn ianaiERP:\n\n 1. Go to **Inventory** > **Products**\n\n 2. Edit the product\n\n 3. Add the HS code in the \"International\" section\n\n\n\n\n**FAQ:**\n\n * **Q: Are HS codes required?** A: Most countries use HS codes, and as of March 2023, all EU countries require them. Always include both HS codes and accurate item descriptions.\n\n * **Q: How to find the correct HS code?** A: Use the [Harmonized Tariff Schedule]() or [GlobalPost HS Code lookup tool](). For assistance, contact the US International Trade Commission.\n\n\n\n\n### 2\\. Destination Countries\n\nResearch your target countries:\n\n * Import regulations from your country\n\n * Product legality in the destination country\n\n * Applicable taxes and duties\n\n\n\n\n**FAQ:**\n\n * **Q: Where to find import limitations?** A: Check [International Trade Administration](), US Embassy websites, or [USPS]().\n\n * **Q: What taxes apply?** A: Mainly Duties and Value Added Tax (VAT), varying by country.\n\n * **Q: Who pays these fees?** A: Either the merchant (Delivery Duty Paid - DDP) or the customer (Delivery Duty Unpaid - DDU). Clearly communicate this on your checkout page.\n\n\n\n\n### 3\\. Carrier Selection\n\nConsider these factors when choosing a carrier:\n\n * Availability in the destination country\n\n * Ability to export your products\n\n * Delivery time\n\n * International shipping features (insurance, express delivery)\n\n * End-to-end handling vs. handoff after customs\n\n\n\n\nianaiERP supports multiple carriers for international shipping. Check our [Carrier Integrations]() guide for details.\n\n## Creating International Labels in ianaiERP\n\nianaiERP streamlines international shipping:\n\n 1. International orders automatically include customs declarations in the order details.\n\n 2. Item details (description, weight, value) are pre-filled.\n\n 3. Additional details like HS codes can be added manually or automatically if set in product records.\n\n\n\n\n### Customs Handling\n\nCarriers handle customs in two ways:\n\n 1. **Electronic Submission** : Customs information is sent electronically when you create the label. No further action is needed.\n\n 2. **Printed Hard Copy** : You must print customs forms and include them with the shipment. ianaiERP allows you to print these forms after label creation.\n\n\n\n\n**Note** : Some carriers, like USPS, print customs information directly on the label.\n\n**FAQ:**\n\n * **Q: Where to find blank customs forms?** A: Check carrier websites ([FedEx](), [UPS]()).\n\n * **Q: What is a commercial invoice?** A: It's a customs document used by private carriers, containing all necessary information for customs clearance.\n\n * **Q: Are additional forms required?** A: Depends on the content and destination. Dangerous, perishable, or high-value goods may require extra forms.\n\n\n\n\n## Best Practices\n\n 1. Start with a few target countries and expand gradually.\n\n 2. Clearly communicate duties and taxes responsibility to customers.\n\n 3. Regularly update your product HS codes and descriptions.\n\n 4. Consider offering both DDP and DDU options to customers.\n\n 5. Use ianaiERP's automation features to streamline international order processing.\n\n\n\n\n## Related Features\n\n * [Carrier Integrations]()\n\n\n\n * [Order Automation]()\n\n\n\n\nFor more detailed information on specific aspects of international shipping or advanced features, please refer to the respective sections in this documentation.","Expanding your business to international markets can be an exciting yet challenging step. This guide will walk you through the essentials of international shipping in ianaiERP, helping you navigate customs, choose carriers, and create international labels efficiently.","userGuide-international-shipping",1004,"international-shipping","International Shipping",{"_13":14,"_8":245,"_15":290,"_17":291,"_19":292,"_21":-5,"_22":293,"_24":-5,"_25":35,"_26":294,"_28":295},"# Third-Party Billing\n\nianaiERP's Third-Party Billing feature allows you to charge shipping labels to a postage account that isn't directly connected to your ianaiERP account. This is particularly useful when you have arrangements with customers who agree to pay for their own shipping fees.\n\n## Understanding Third-Party Billing\n\nThird-party billing enables you to use a customer's or partner's carrier account to pay for shipping labels, while still managing the shipping process through ianaiERP.\n\n## Requirements for Third-Party Billing\n\nTo use third-party billing in ianaiERP, ensure you meet these requirements:\n\n 1. **Connected Carrier Account** : You must have your own account with the carrier connected to ianaiERP.\n\n 2. **Third-Party Account Details** : You need the third party's postage account number and postal code.\n\n 3. **Carrier Approval** : The third-party account must be approved by the carrier for third-party billing.\n\n 4. **Supported Carrier** : Ensure your carrier supports third-party billing (check our [Carrier Integrations]() guide for details).\n\n\n\n\n## Setting Up Third-Party Billing\n\nTo apply third-party billing to an order:\n\n 1. Select the order in the Orders grid.\n\n 2. In the Shipping sidebar, select the appropriate carrier and service.\n\n 3. Expand the \"Billing Options\" section.\n\n 4. Select \"Third Party\" as the billing option.\n\n 5. Enter the third party's account number and postal code.\n\n 6. Create the label as usual.\n\n\n\n\n## Automation Rules for Third-Party Billing\n\nFor frequent third-party billing, set up automation rules:\n\n 1. Go to **Settings** > **Automation** > **Order Rules**.\n\n 2. Create a new rule or edit an existing one.\n\n 3. Set the criteria for when to apply third-party billing.\n\n 4. Add actions to set the shipping service and package type.\n\n 5. Add an action to apply third-party billing details.\n\n 6. Save the rule.\n\n\n\n\n> **Important** : Ensure the rule sets the shipping service and package type before applying third-party billing details.\n\n## Limitations and Considerations\n\nBe aware of these limitations when using third-party billing:\n\n * **No Estimated Rates** : ianaiERP won't display estimated rates for third-party billed shipments.\n\n * **Carrier Approval** : Ensure the third-party account is approved for this billing method.\n\n * **Returns** : Return label charges default to your primary account, even if third-party billing is selected.\n\n * **Lost or Damaged Packages** : If the carrier can't charge the third-party account, you may be responsible for payment.\n\n * **Recipient vs. Third-Party** : Both options instruct the carrier to charge the entered account.\n\n\n\n\n## Best Practices\n\n 1. Verify third-party account details before creating labels.\n\n 2. Use automation rules for consistent application of third-party billing.\n\n 3. Communicate clearly with customers about third-party billing arrangements.\n\n 4. Regularly review and update third-party billing rules and settings.\n\n\n\n\n## Troubleshooting\n\nIf you encounter issues with third-party billing:\n\n 1. Double-check the account number and postal code.\n\n 2. Confirm with the account owner that the carrier has approved third-party billing.\n\n 3. Verify that you've selected a carrier and service that supports third-party billing.\n\n 4. Check for any error messages and refer to our [Troubleshooting Guide]() for solutions.\n\n\n\n\n## Related Features\n\n * [Carrier Integrations]()\n\n * [Order Automation]()\n\n * [Custom Shipping Rules]()\n\n\n\n\nFor more detailed information on specific carriers or advanced shipping features, please refer to the respective sections in this documentation.","ianaiERP's Third-Party Billing feature allows you to charge shipping labels to a postage account that isn't directly connected to your ianaiERP account. This is particularly useful when you have arrangements with customers who agree to pay for their own shipping fees.","userGuide-third-party-billing",1005,"third-party-billing","Third-Party Billing",{"_13":14,"_8":245,"_15":297,"_17":298,"_19":299,"_21":-5,"_22":300,"_24":-5,"_25":35,"_26":301,"_28":302},"# ianaiERP Bridge\n\nianaiERP Bridge is a desktop application that serves as a crucial link between your ianaiERP account and your local hardware, such as printers and scales. This powerful tool enhances your shipping process by enabling seamless communication between ianaiERP's cloud-based system and your physical devices.\n\n## Key Features\n\n * Direct printing from ianaiERP to local printers\n\n * Remote printing capabilities\n\n * Scale integration for automatic weight capture\n\n * Printer and scale sharing across ianaiERP users\n\n * Custom device naming within ianaiERP\n\n * Smart Document Tracking for labels and packing slips\n\n\n\n\n## System Requirements\n\n * Windows 10 or later (with latest updates)\n\n * macOS 10.12 (Sierra) or later\n\n * USB-connected printers and scales (some network printers may work, but are not officially supported)\n\n\n\n\n## Installation\n\n 1. Go to **Settings** > **Printing** > **ianaiERP Bridge**.\n\n 2. Click \"Install ianaiERP Bridge\" for your operating system (Windows or Mac).\n\n 3. Run the downloaded installer and follow the on-screen instructions.\n\n 4. Launch ianaiERP Bridge after installation.\n\n 5. When prompted, allow ianaiERP Bridge to start automatically at login.\n\n 6. Log in using your ianaiERP admin credentials.\n\n\n\n\n## Configuration\n\nOnce installed and logged in, you can configure ianaiERP Bridge:\n\n 1. Go to **Settings** > **Printing** > **ianaiERP Bridge Settings**.\n\n 2. Rename workstations and devices as needed.\n\n 3. Share or disable specific devices for other ianaiERP users.\n\n 4. Set default printers for different document types.\n\n\n\n\n## Using ianaiERP Bridge\n\n### Printing\n\n 1. Select an order or shipment in ianaiERP.\n\n 2. Click the \"Print\" menu and choose the document type (e.g., label, packing slip).\n\n 3. In the print preview, select \"Print through ianaiERP Bridge\".\n\n 4. Choose the desired printer and click \"Print\".\n\n\n\n\n### Scale Integration\n\n 1. Connect a compatible USB scale to your workstation.\n\n 2. In ianaiERP, when configuring a shipment, click the scale icon next to the weight field.\n\n 3. ianaiERP Bridge will automatically capture and input the weight from the connected scale.\n\n\n\n\n## Best Practices\n\n 1. Install ianaiERP Bridge only on workstations with connected printers or scales.\n\n 2. Keep ianaiERP Bridge running in the background for seamless operation.\n\n 3. Regularly check for updates to ensure you're using the latest version.\n\n 4. Use descriptive names for workstations and devices to avoid confusion.\n\n\n\n\n## Troubleshooting\n\nIf you encounter issues with ianaiERP Bridge:\n\n 1. Ensure the application is running and logged in.\n\n 2. Check that your printers and scales are properly connected via USB.\n\n 3. Verify that you have the latest version of ianaiERP Bridge installed.\n\n 4. Restart the application and/or your workstation if problems persist.\n\n\n\n\n## Limitations\n\n * Wireless and network printers may not be fully supported.\n\n * Some specialized label printers may have limited compatibility.\n\n * Printing via ianaiERP Bridge requires an active internet connection.\n\n\n\n\n## Related Features\n\n * [Shipping and Label Printing]()\n\n * [Order Processing]()\n\n\n\n\nFor more detailed information on supported hardware or advanced printing features, please refer to the respective sections in this documentation.","ianaiERP Bridge is a desktop application that serves as a crucial link between your ianaiERP account and your local hardware, such as printers and scales. This powerful tool enhances your shipping process by enabling seamless communication between ianaiERP's cloud-based system and your physical devices.","userGuide-ianaierp-bridge",1006,"ianaierp-bridge","ianaiERP Bridge",{"_13":14,"_8":245,"_15":304,"_17":305,"_19":306,"_21":-5,"_22":307,"_24":-5,"_25":35,"_26":308,"_28":309},"# Troubleshooting Shipping Issues\n\nThis guide provides solutions to common shipping-related problems in ianaiERP.\n\n## Common Issues and Solutions\n\n### 1\\. Label Creation Failures\n\nIf you're having trouble creating shipping labels:\n\n * Verify that all required fields are filled out correctly.\n\n * Check your internet connection.\n\n * Ensure your carrier account is properly connected and has sufficient funds.\n\n\n\n\n### 2\\. Third-Party Billing Errors\n\nWhen encountering issues with third-party billing:\n\n * Double-check the account number and postal code for accuracy.\n\n * Confirm that the third-party account is approved for this billing method.\n\n * Verify that you've selected a carrier and service that supports third-party billing.\n\n\n\n\n### 3\\. Rate Discrepancies\n\nIf you notice unexpected shipping rates:\n\n * Review your negotiated rates with the carrier.\n\n * Check if the package dimensions and weight are entered correctly.\n\n * Verify that the correct service level is selected.\n\n\n\n\n### 4\\. Tracking Information Not Updating\n\nWhen tracking information isn't updating:\n\n * Allow 24-48 hours for initial tracking updates.\n\n * Verify that the tracking number is entered correctly.\n\n * Check the carrier's website directly for the most up-to-date information.\n\n\n\n\n### 5\\. Automation Rule Failures\n\nIf your shipping automation rules aren't working as expected:\n\n * Review the rule conditions and ensure they match your intended criteria.\n\n * Check for conflicts with other rules.\n\n * Verify that all necessary actions are included in the rule.\n\n\n\n\n## Contacting Support\n\nIf you're unable to resolve an issue using this guide, please contact ianaiERP support:\n\n * Email: [support@ianaierp.com]()\n\n * Phone: 1-800-123-4567\n\n * Live Chat: Available on the ianaiERP dashboard\n\n\n\n\nWhen contacting support, please provide:\n\n * Your account username\n\n * Order number (if applicable)\n\n * Detailed description of the issue\n\n * Any error messages you've encountered\n\n\n\n\n## Related Resources\n\n * [Carrier Integrations]()\n\n * [Third-Party Billing]()\n\n * [Order Automation]()\n\n\n\n\nWe're constantly updating our troubleshooting guide. If you encounter an issue not covered here, please let us know so we can improve our documentation.","This guide provides solutions to common shipping-related problems in ianaiERP.","userGuide-troubleshooting-shipping-issues",1007,"troubleshooting-shipping-issues","Troubleshooting Shipping Issues",{"_13":14,"_8":245,"_15":311,"_17":312,"_19":313,"_21":-5,"_22":314,"_24":-5,"_25":35,"_26":315,"_28":312},"# USPS Cubic Rates in ianaiERP\n\nSave money on small, heavy packages with USPS cubic pricing - a volume-based rate system available through ianaiERP. Unlike traditional weight-based pricing, cubic rates are calculated using your package's dimensions, making them especially cost-effective for compact, heavy items.\n\nWhen you enter your shipment's weight and dimensions in ianaiERP, the system automatically compares regular and cubic rates, guaranteeing you get the lowest available price. Read on to learn how cubic pricing is calculated and how to qualify for these rates.\n\n## Available USPS Cubic Services\n\n### Priority Mail Cubic\n\nPackages must meet these criteria:\n\n * Maximum weight: 20 lbs\n\n * Maximum volume: 0.50 cubic feet\n\n * Maximum single dimension: 18 inches\n\n\n\n\n### Ground Advantage Cubic\n\nA more economical but slower shipping option with these requirements:\n\n * Maximum weight: 20 lbs\n\n * Maximum volume: 1.0 cubic foot\n\n * Maximum single dimension: 18 inches\n\n\n\n\n## Receive Cubic Rates in ianaiERP\n\nTo receive cubic rates in ianaiERP:\n\n 1. Choose USPS Ground Advantage (formerly Parcel Select Ground) or a domestic Priority service.\n\n 2. Choose a package type of Package.\n\n\n\n\n### Package Requirements\n\nTo qualify for cubic rates, your package must:\n\n * Be 18 inches or less in its longest dimension\n\n * Be a standard box (no tubes or rolls)\n\n * Not be a USPS Flat Rate box (these require their own specific package type)\n\n * Have accurate dimensions (rounded down to nearest 0.25 inch) and weight entered\n\n\n\n\nianaiERP automatically compares regular and cubic rates, displaying the lowest available price for your shipment.\n\n## Calculating Cubic for Domestic Priority and Ground Advantage\n\nThe cubic feet measurement for the package is calculated by: [ Length x Width x Height ] / 1728 = Cubic Feet\n\n _Note: All measurements should be rounded down to the nearest quarter inch (0.25\")_\n\n### Priority Mail Cubic Tiers\n\nFive pricing tiers based on cubic feet:\n\nTier| Cubic Feet Range \n---|--- \n0.1| Up to 0.10 \n0.2| 0.10 to 0.20 \n0.3| 0.20 to 0.30 \n0.4| 0.30 to 0.40 \n0.5| 0.40 to 0.50 \n \n### Ground Advantage Cubic Tiers\n\nTen pricing tiers based on cubic feet:\n\nTier| Cubic Feet Range \n---|--- \n0.1| Up to 0.10 \n0.2| 0.10 to 0.20 \n0.3| 0.20 to 0.30 \n0.4| 0.30 to 0.40 \n0.5| 0.40 to 0.50 \n0.6| 0.50 to 0.60 \n0.7| 0.60 to 0.70 \n0.8| 0.70 to 0.80 \n0.9| 0.80 to 0.90 \n1.0| 0.90 to 1.00 \n \n## Soft Pack Cubic Pricing\n\nUSPS also offers special cubic rates for soft packs and poly mailers. These use a simplified measurement system based on length plus width.\n\n### Package Requirements\n\n * Maximum weight: 20 lbs\n\n * Maximum single dimension: 18 inches\n\n * Cannot be tubes or rolls\n\n\n\n\n### Priority Mail Soft Pack Tiers\n\nTier| Length + Width \n---|--- \n0.1| Up to 21\" \n0.2| 21\" to 27\" \n0.3| 27\" to 31\" \n0.4| 31\" to 34\" \n0.5| 34\" to 36\" \n \n### Ground Advantage Soft Pack Tiers\n\nTier| Length + Width \n---|--- \n0.1| Up to 16\" \n0.2| 16\" to 21\" \n0.3| 21\" to 24\" \n0.4| 24\" to 26\" \n0.5| 26\" to 28\" \n0.6| 28\" to 30\" \n0.7| 30\" to 32\" \n0.8| 32\" to 34\" \n0.9| 34\" to 35\" \n1.0| 35\" to 36\" \n \n## Important Notes\n\n * Regular boxes must meet dimensional requirements\n\n * Flat Rate boxes are not eligible for cubic pricing\n\n * Measurements must be rounded down to the nearest 0.25 inch\n\n * The system automatically compares weight-based and cubic-based rates to provide the lowest cost","USPS Cubic Rates in ianaiERP","userGuide-usps-cubic-rates-in-ianaierp",1008,"usps-cubic-rates-in-ianaierp",{"_13":14,"_8":245,"_15":317,"_17":318,"_19":319,"_21":-5,"_22":320,"_24":-5,"_25":35,"_26":321,"_28":322},"## USPS Ground Advantage ianaiERP Pricing 2026 January\n\nWeight Not Over (Lbs)| Zone 1| Zone 2| Zone 3| Zone 4| Zone 5| Zone 6| Zone 7| Zone 8 \n---|---|---|---|---|---|---|---|--- \n1 oz| $4.78| $4.85| $4.88| $5.00| $5.07| $5.20| $5.29| $5.52 \n2 oz| $4.78| $4.85| $4.88| $5.00| $5.07| $5.20| $5.29| $5.52 \n3 oz| $4.78| $4.85| $4.88| $5.00| $5.07| $5.20| $5.29| $5.52 \n4 oz| $4.78| $4.85| $4.88| $5.00| $5.07| $5.20| $5.29| $5.52 \n5 oz| $5.16| $5.27| $5.30| $5.39| $5.45| $5.52| $5.62| $5.77 \n6 oz| $5.16| $5.27| $5.30| $5.39| $5.45| $5.52| $5.62| $5.77 \n7 oz| $5.16| $5.27| $5.30| $5.39| $5.45| $5.52| $5.62| $5.77 \n8 oz| $5.16| $5.27| $5.30| $5.39| $5.45| $5.52| $5.62| $5.77 \n9 oz| $5.55| $5.64| $5.71| $5.78| $5.89| $6.09| $6.22| $6.43 \n10 oz| $5.55| $5.64| $5.71| $5.78| $5.89| $6.09| $6.22| $6.43 \n11 oz| $5.55| $5.64| $5.71| $5.78| $5.89| $6.09| $6.22| $6.43 \n12 oz| $5.55| $5.64| $5.71| $5.78| $5.89| $6.09| $6.22| $6.43 \n13 oz| $5.96| $6.03| $6.15| $6.46| $6.87| $7.03| $7.22| $7.52 \n14 oz| $5.96| $6.03| $6.15| $6.46| $6.87| $7.03| $7.22| $7.52 \n15 oz| $5.96| $6.03| $6.15| $6.46| $6.87| $7.03| $7.22| $7.52 \n15.999 oz| $5.96| $6.03| $6.15| $6.46| $6.87| $7.03| $7.22| $7.52 \n1| $6.01| $6.08| $6.20| $6.51| $7.46| $8.46| $8.72| $9.26 \n2| $6.15| $6.26| $6.37| $6.83| $7.57| $8.81| $9.20| $10.00 \n3| $6.62| $6.64| $7.00| $7.41| $8.87| $10.41| $11.01| $12.07 \n4| $7.11| $7.16| $7.43| $8.16| $9.84| $11.62| $12.41| $13.81 \n5| $7.43| $7.48| $7.77| $8.44| $10.33| $12.18| $13.12| $14.71 \n6| $7.57| $7.62| $7.94| $8.85| $10.94| $12.95| $14.03| $15.85 \n7| $7.63| $7.68| $8.14| $9.12| $11.42| $13.53| $14.74| $16.73 \n8| $7.70| $7.75| $8.33| $9.37| $11.87| $14.06| $15.39| $17.55 \n9| $7.82| $7.89| $8.57| $9.66| $12.35| $14.66| $16.10| $18.47 \n10| $8.08| $8.14| $8.84| $9.99| $12.85| $15.28| $16.84| $19.42 \n11| $8.74| $8.79| $9.45| $10.66| $13.89| $16.31| $18.15| $20.98 \n12| $9.02| $9.09| $9.74| $11.03| $14.45| $17.02| $18.99| $22.02 \n13| $9.29| $9.37| $10.05| $11.40| $15.04| $17.75| $19.83| $23.08 \n14| $9.56| $9.64| $10.33| $11.76| $15.62| $18.50| $20.69| $24.16 \n15| $9.78| $9.87| $10.60| $12.10| $16.21| $19.26| $21.55| $25.22 \n16| $9.99| $10.09| $10.85| $12.42| $16.78| $20.00| $22.40| $26.28 \n17| $10.20| $10.31| $11.10| $12.75| $17.25| $20.58| $23.08| $27.15 \n18| $10.42| $10.54| $11.37| $13.09| $17.75| $21.23| $23.83| $28.09 \n19| $10.64| $10.77| $11.64| $13.42| $18.24| $21.86| $24.58| $29.01 \n20| $10.96| $11.16| $12.10| $13.81| $19.11| $23.24| $26.57| $30.96 \nCubic Tier 1 (0.00 - 0.10)| $6.00| $6.07| $6.19| $6.50| $7.31| $8.10| $8.35| $8.83 \nCubic Tier 2 (0.10 - 0.20)| $6.08| $6.18| $6.29| $6.68| $7.52| $8.65| $8.97| $9.65 \nCubic Tier 3 (0.20 - 0.30)| $6.44| $6.50| $6.76| $7.19| $8.38| $9.81| $10.33| $11.29 \nCubic Tier 4 (0.30 - 0.40)| $6.95| $6.99| $7.29| $7.92| $9.53| $11.23| $11.96| $13.25 \nCubic Tier 5 (0.40 - 0.50)| $7.35| $7.40| $7.69| $8.37| $10.21| $12.04| $12.94| $14.49 \nCubic Tier 6 (0.50 - 0.60)| $7.54| $7.59| $7.90| $8.76| $10.81| $12.78| $13.83| $15.60 \nCubic Tier 7 (0.60 - 0.70)| $7.62| $7.67| $8.09| $9.06| $11.31| $13.40| $14.58| $16.53 \nCubic Tier 8 (0.70 - 0.80)| $7.69| $7.74| $8.30| $9.33| $11.79| $13.97| $15.28| $17.41 \nCubic Tier 9 (0.80 - 0.90)| $7.80| $7.87| $8.53| $9.61| $12.27| $14.56| $15.98| $18.31 \nCubic Tier 10 (0.90 - 1.00)| $8.16| $8.22| $8.92| $10.08| $12.98| $15.41| $17.01| $19.62 \n \n \n\n\n## USPS Ground Advantage ianaiERP Pricing 2026 January (Rural)\n\nWeight Not Over (Lbs)| Zone 1| Zone 2| Zone 3| Zone 4| Zone 5| Zone 6| Zone 7| Zone 8 \n---|---|---|---|---|---|---|---|--- \n1 oz| $5.09| $5.17| $5.22| $5.30| $5.40| $5.56| $5.68| $5.89 \n2 oz| $5.09| $5.17| $5.22| $5.30| $5.40| $5.56| $5.68| $5.89 \n3 oz| $5.09| $5.17| $5.22| $5.30| $5.40| $5.56| $5.68| $5.89 \n4 oz| $5.09| $5.17| $5.22| $5.30| $5.40| $5.56| $5.68| $5.89 \n5 oz| $5.58| $5.69| $5.72| $5.83| $5.89| $5.96| $6.07| $6.24 \n6 oz| $5.58| $5.69| $5.72| $5.83| $5.89| $5.96| $6.07| $6.24 \n7 oz| $5.58| $5.69| $5.72| $5.83| $5.89| $5.96| $6.07| $6.24 \n8 oz| $5.58| $5.69| $5.72| $5.83| $5.89| $5.96| $6.07| $6.24 \n9 oz| $5.70| $5.79| $5.86| $5.92| $6.04| $6.24| $6.39| $6.60 \n10 oz| $5.70| $5.79| $5.86| $5.92| $6.04| $6.24| $6.39| $6.60 \n11 oz| $5.70| $5.79| $5.86| $5.92| $6.04| $6.24| $6.39| $6.60 \n12 oz| $5.70| $5.79| $5.86| $5.92| $6.04| $6.24| $6.39| $6.60 \n13 oz| $6.42| $6.43| $6.76| $6.91| $7.12| $7.28| $7.47| $7.78 \n14 oz| $6.42| $6.43| $6.76| $6.91| $7.12| $7.28| $7.47| $7.78 \n15 oz| $6.42| $6.43| $6.76| $6.91| $7.12| $7.28| $7.47| $7.78 \n15.999 oz| $6.42| $6.43| $6.76| $6.91| $7.12| $7.28| $7.47| $7.78 \n1| $7.05| $7.11| $7.41| $7.55| $8.09| $8.92| $9.24| $9.88 \n2| $7.40| $7.48| $7.65| $7.88| $9.21| $10.72| $11.11| $11.92 \n3| $8.00| $8.02| $8.46| $8.95| $10.71| $12.58| $13.30| $14.58 \n4| $8.59| $8.65| $8.98| $9.86| $11.89| $14.04| $14.99| $16.68 \n5| $8.98| $9.04| $9.39| $10.20| $12.48| $14.71| $15.85| $17.77 \n6| $9.14| $9.20| $9.59| $10.69| $13.22| $15.64| $16.95| $19.15 \n7| $9.22| $9.28| $9.83| $11.02| $13.80| $16.34| $17.81| $20.21 \n8| $9.35| $9.51| $10.64| $11.51| $14.34| $16.98| $18.59| $21.20 \n9| $10.19| $10.42| $11.47| $12.64| $14.92| $17.71| $19.45| $22.31 \n10| $11.03| $11.35| $12.20| $13.37| $15.52| $18.46| $20.34| $23.46 \n11| $11.81| $11.98| $12.96| $14.06| $16.78| $19.70| $21.93| $25.34 \n12| $12.49| $12.82| $13.55| $14.71| $17.46| $20.56| $22.94| $26.60 \n13| $13.10| $13.41| $14.12| $15.31| $18.17| $21.44| $23.95| $27.88 \n14| $13.64| $13.95| $14.64| $15.86| $18.87| $22.35| $24.99| $29.19 \n15| $14.10| $14.38| $15.10| $16.36| $19.58| $23.27| $26.03| $30.47 \n16| $14.48| $14.73| $15.49| $16.61| $20.27| $24.16| $27.06| $31.75 \n17| $14.79| $15.08| $15.88| $17.05| $20.84| $24.86| $27.88| $32.80 \n18| $15.01| $15.24| $16.31| $17.54| $21.44| $25.65| $28.79| $33.93 \n19| $15.17| $15.57| $16.49| $17.93| $22.03| $26.41| $29.69| $35.04 \n20| $15.24| $15.80| $16.69| $18.20| $23.08| $28.07| $32.10| $37.40 \nCubic Tier 1 (0.00 - 0.10)| $6.90| $6.95| $7.25| $7.40| $7.86| $8.53| $8.82| $9.38 \nCubic Tier 2 (0.10 - 0.20)| $7.24| $7.31| $7.54| $7.72| $8.68| $9.87| $10.23| $10.96 \nCubic Tier 3 (0.20 - 0.30)| $7.77| $7.82| $8.16| $8.55| $10.15| $11.88| $12.48| $13.58 \nCubic Tier 4 (0.30 - 0.40)| $8.40| $8.45| $8.81| $9.57| $11.51| $13.57| $14.45| $16.01 \nCubic Tier 5 (0.40 - 0.50)| $8.88| $8.94| $9.29| $10.12| $12.33| $14.54| $15.64| $17.50 \nCubic Tier 6 (0.50 - 0.60)| $9.11| $9.17| $9.55| $10.58| $13.06| $15.44| $16.71| $18.85 \nCubic Tier 7 (0.60 - 0.70)| $9.20| $9.26| $9.78| $10.94| $13.67| $16.18| $17.61| $19.97 \nCubic Tier 8 (0.70 - 0.80)| $9.33| $9.47| $10.50| $11.43| $14.25| $16.87| $18.46| $21.03 \nCubic Tier 9 (0.80 - 0.90)| $10.04| $10.26| $11.33| $12.44| $14.82| $17.58| $19.30| $22.12 \nCubic Tier 10 (0.90 - 1.00)| $11.13| $11.43| $12.30| $13.46| $15.68| $18.62| $20.54| $23.70 \n \n \n\n\n## USPS Priority Mail ianaiERP Pricing 2026 January\n\nWeight Not Over (Lbs)| Zone 1| Zone 2| Zone 3| Zone 4| Zone 5| Zone 6| Zone 7| Zone 8 \n---|---|---|---|---|---|---|---|--- \n0.5| $7.41| $7.64| $7.96| $8.53| $10.64| $11.87| $12.37| $12.48 \n1| $7.41| $7.64| $7.96| $8.53| $10.64| $11.87| $12.37| $12.48 \n2| $7.47| $7.70| $8.02| $8.85| $11.16| $12.58| $13.38| $13.43 \n3| $7.81| $8.09| $8.81| $10.40| $13.88| $15.47| $16.82| $16.99 \n4| $9.12| $9.34| $10.27| $12.27| $16.31| $20.10| $21.95| $22.00 \n5| $9.48| $9.66| $10.68| $12.90| $17.66| $21.62| $23.87| $23.94 \n6| $10.00| $10.13| $11.25| $13.51| $18.92| $23.10| $25.72| $26.17 \n7| $10.37| $10.51| $12.17| $14.47| $20.42| $24.84| $27.88| $28.69 \n8| $10.83| $11.06| $12.91| $15.35| $21.41| $25.84| $29.20| $30.59 \n9| $11.59| $11.82| $13.60| $16.18| $22.13| $26.77| $30.62| $32.53 \n10| $12.34| $12.57| $14.22| $16.84| $23.06| $27.73| $32.03| $34.61 \n11| $12.73| $13.00| $14.51| $17.40| $24.16| $29.04| $33.46| $36.14 \n12| $13.35| $13.61| $15.04| $18.06| $25.12| $30.16| $34.90| $37.94 \n13| $13.92| $14.20| $15.61| $18.41| $26.24| $31.42| $36.47| $39.82 \n14| $14.47| $14.76| $16.19| $19.14| $27.49| $32.84| $38.22| $41.84 \n15| $14.98| $15.30| $16.80| $19.92| $28.92| $34.45| $40.17| $43.97 \n16| $15.48| $15.81| $17.43| $20.63| $30.54| $36.26| $42.34| $46.27 \n17| $15.97| $16.34| $18.15| $22.44| $32.69| $38.15| $44.63| $48.67 \n18| $16.38| $16.75| $18.91| $23.53| $34.60| $40.41| $47.32| $51.21 \n19| $16.62| $17.01| $19.17| $24.02| $35.59| $41.49| $48.70| $52.89 \n20| $16.85| $17.25| $19.53| $24.51| $36.76| $43.50| $51.55| $55.84 \nFlat-Rate Envelope| $8.90| $8.90| $8.90| $8.90| $8.90| $8.90| $8.90| $8.90 \nLegal Flat-Rate Envelope| $10.10| $10.10| $10.10| $10.10| $10.10| $10.10| $10.10| $10.10 \nPadded Flat-Rate Envelope| $10.20| $10.20| $10.20| $10.20| $10.20| $10.20| $10.20| $10.20 \nSmall Flat-Rate Box| $9.80| $9.80| $9.80| $9.80| $9.80| $9.80| $9.80| $9.80 \nMedium Flat-Rate Box| $18.50| $18.50| $18.50| $18.50| $18.50| $18.50| $18.50| $18.50 \nLarge Flat-Rate Box| $25.70| $25.70| $25.70| $25.70| $25.70| $25.70| $25.70| $25.70 \nCubic Tier 1 (0.00 - 0.10)| $7.43| $7.66| $7.98| $8.61| $10.68| $12.05| $12.62| $12.72 \nCubic Tier 2 (0.10 - 0.20)| $7.47| $7.70| $8.02| $8.85| $10.85| $12.58| $13.38| $13.43 \nCubic Tier 3 (0.20 - 0.30)| $7.99| $8.09| $8.79| $10.13| $13.58| $15.52| $16.97| $17.31 \nCubic Tier 4 (0.30 - 0.40)| $9.20| $9.40| $10.33| $12.19| $16.59| $20.42| $22.35| $22.40 \nCubic Tier 5 (0.40 - 0.50)| $9.74| $9.89| $10.96| $13.14| $18.30| $22.37| $24.81| $25.22 \n \n \n\n\n## USPS Priority Mail ianaiERP Pricing 2026 January (Rural)\n\nWeight Not Over (Lbs)| Zone 1| Zone 2| Zone 3| Zone 4| Zone 5| Zone 6| Zone 7| Zone 8 \n---|---|---|---|---|---|---|---|--- \n0.5| $8.37| $8.63| $8.99| $9.63| $12.01| $13.40| $13.96| $14.09 \n1| $8.37| $8.63| $8.99| $9.63| $12.01| $13.40| $13.96| $14.09 \n2| $8.43| $8.69| $9.06| $9.99| $12.19| $14.20| $15.10| $15.16 \n3| $8.75| $8.99| $9.95| $11.74| $15.33| $17.46| $18.99| $19.05 \n4| $10.16| $10.39| $11.59| $13.85| $18.41| $22.69| $24.78| $24.83 \n5| $10.55| $10.70| $12.06| $14.56| $19.93| $24.40| $26.94| $27.02 \n6| $10.90| $10.96| $12.44| $15.24| $21.36| $26.07| $29.03| $29.54 \n7| $11.29| $11.46| $12.93| $16.17| $23.05| $28.04| $31.47| $32.38 \n8| $11.56| $11.67| $13.81| $16.64| $23.99| $29.17| $32.96| $34.40 \n9| $12.50| $12.62| $14.67| $17.39| $24.85| $30.21| $34.35| $36.34 \n10| $13.43| $13.55| $15.43| $18.17| $25.72| $31.24| $35.71| $38.22 \n11| $14.29| $14.41| $16.22| $18.92| $27.27| $32.78| $37.76| $40.79 \n12| $15.07| $15.18| $16.86| $19.68| $28.35| $34.04| $39.39| $42.82 \n13| $15.77| $15.88| $17.53| $20.46| $29.62| $35.46| $41.16| $44.94 \n14| $16.43| $16.55| $18.19| $21.26| $31.03| $37.06| $43.14| $47.22 \n15| $17.03| $17.15| $18.86| $22.14| $32.64| $38.88| $45.34| $49.63 \n16| $17.60| $17.71| $19.54| $22.85| $34.47| $40.92| $47.79| $52.22 \n17| $18.11| $18.23| $20.31| $23.91| $36.44| $43.06| $50.37| $54.83 \n18| $18.60| $18.71| $21.23| $25.16| $38.79| $45.61| $53.41| $57.80 \n19| $18.85| $18.96| $21.47| $25.69| $39.84| $46.83| $54.96| $59.69 \n20| $19.04| $19.16| $21.80| $26.19| $41.49| $49.09| $58.18| $63.02 \nFlat-Rate Envelope| $10.30| $10.30| $10.30| $10.30| $10.30| $10.30| $10.30| $10.30 \nLegal Flat-Rate Envelope| $10.80| $10.80| $10.80| $10.80| $10.80| $10.80| $10.80| $10.80 \nPadded Flat-Rate Envelope| $11.10| $11.10| $11.10| $11.10| $11.10| $11.10| $11.10| $11.10 \nSmall Flat-Rate Box| $11.20| $11.20| $11.20| $11.20| $11.20| $11.20| $11.20| $11.20 \nMedium Flat-Rate Box| $19.60| $19.60| $19.60| $19.60| $19.60| $19.60| $19.60| $19.60 \nLarge Flat-Rate Box| $28.70| $28.70| $28.70| $28.70| $28.70| $28.70| $28.70| $28.70 \nCubic Tier 1 (0.00 - 0.10)| $8.39| $8.65| $9.01| $9.72| $12.06| $13.60| $14.25| $14.36 \nCubic Tier 2 (0.10 - 0.20)| $8.43| $8.69| $9.06| $9.99| $12.19| $14.20| $15.10| $15.16 \nCubic Tier 3 (0.20 - 0.30)| $8.75| $8.99| $9.95| $11.74| $15.33| $17.46| $18.99| $19.05 \nCubic Tier 4 (0.30 - 0.40)| $10.24| $10.45| $11.69| $14.00| $18.73| $23.04| $25.23| $25.28 \nCubic Tier 5 (0.40 - 0.50)| $10.73| $10.83| $12.25| $14.91| $20.66| $25.25| $28.00| $28.30 \n \n \n\n\n## USPS Priority Mail Express Commercial Pricing 2026\n\nWeight Not Over (Pounds)| Zone 1| Zone 2| Zone 3| Zone 4| Zone 5| Zone 6| Zone 7| Zone 8 \n---|---|---|---|---|---|---|---|--- \n0.5| $28.80| $28.80| $29.50| $31.65| $35.35| $37.95| $40.65| $44.10 \n1| $29.25| $29.75| $31.95| $36.15| $41.70| $45.15| $48.15| $51.65 \n2| $29.65| $30.75| $34.30| $40.65| $48.20| $52.35| $55.70| $59.20 \n3| $30.15| $31.70| $36.65| $45.15| $54.60| $59.55| $63.15| $66.70 \n4| $30.55| $32.65| $39.10| $49.65| $61.05| $66.70| $70.70| $74.25 \n5| $31.00| $33.70| $41.45| $54.20| $67.40| $73.90| $78.20| $81.80 \n6| $34.00| $36.90| $45.60| $60.20| $74.15| $80.85| $85.65| $89.60 \n7| $36.95| $40.10| $49.65| $66.20| $80.80| $87.80| $93.20| $97.50 \n8| $39.90| $43.25| $53.75| $72.15| $87.55| $94.65| $100.70| $105.30 \n9| $42.90| $46.50| $57.85| $78.15| $94.20| $101.65| $108.20| $113.15 \n10| $45.90| $49.70| $61.95| $84.15| $100.90| $108.60| $115.70| $121.00 \n11| $48.30| $52.75| $66.90| $89.20| $106.10| $113.65| $121.00| $126.60 \n12| $50.75| $55.80| $71.80| $94.30| $111.30| $118.55| $126.25| $132.20 \n13| $53.10| $58.75| $76.70| $99.40| $116.50| $123.60| $131.55| $137.85 \n14| $55.55| $61.85| $81.65| $104.45| $121.70| $128.55| $136.80| $143.45 \n15| $57.95| $64.85| $86.55| $109.60| $126.85| $133.60| $142.10| $149.05 \n16| $60.35| $67.90| $91.50| $114.70| $132.10| $138.55| $147.35| $154.70 \n17| $62.80| $70.95| $96.35| $119.75| $137.30| $143.60| $152.65| $160.35 \n18| $65.20| $73.90| $101.30| $124.85| $142.50| $148.60| $158.00| $165.90 \n19| $67.60| $77.00| $106.20| $129.95| $147.70| $153.60| $163.25| $171.50 \n20| $70.00| $80.00| $111.15| $135.00| $152.90| $158.60| $168.55| $177.15 \nFlat-Rate Envelope| $28.80| $28.80| $28.80| $28.80| $28.80| $28.80| $28.80| $28.80 \nLegal Flat-Rate Envelope| $29.10| $29.10| $29.10| $29.10| $29.10| $29.10| $29.10| $29.10 \nPadded Flat-Rate Envelope| $29.35| $29.35| $29.35| $29.35| $29.35| $29.35| $29.35| $29.35","USPS ianaiERP Pricing Tables","userGuide-usps-pricing",1010,"usps-pricing","USPS Pricing",{"_8":324,"_10":325},"return",[326],{"_13":14,"_8":324,"_15":327,"_17":328,"_19":329,"_21":-5,"_22":330,"_24":-5,"_25":35,"_26":331,"_28":332},"## Overview\n\nThis section covers the full returns workflow in ianaiERP: **RMA → Restock → Credit Memo**. Use RMA to authorize and track the return, Restock to put goods back into inventory, and Credit Memo to issue the financial credit.\n\n * **RMA (Return Merchandise Authorization):** Approves and documents what a customer may return and why. Nothing posts to inventory or accounting yet.\n\n * **Restock:** Records the physical receipt of returned goods and increases on-hand stock (with location/bin/lot control).\n\n * **Credit Memo:** Issues the monetary credit/refund to the customer and posts to accounting (if connected).\n\n\n\n\n`**Typical flow:** RMA (approve) → Restock (receive items) → Credit Memo (credit/refund). Partial and multi-step returns are supported.`\n\n## Where to Access\n\n * **RMA:** Return → **RMA** (list / Add New)\n\n * **Restock:** Return → **Restock** (list / Add New) or **Restock** action from an RMA\n\n * **Credit Memo:** Return → **Credit Memo** (list / Add New)\n\n * **Billable Expense Charges** : toolbar list used to add restocking/shipping charges to a credit memo\n\n\n\n\n## Key Attributes\n\n### RMA\n\n##### Header\n\n * **Date/Time** – Issue timestamp of the RMA.\n\n * **Customer** _(required)_ – Customer requesting the return.\n\n * **RMA Number** _(auto/override)_ – Unique identifier (e.g., RMA-0008).\n\n * **Sales Rep / External Channel** – Owner/source of the sale (if tracked).\n\n * **Due Date** – Expiration of the authorization.\n\n * **Location** – Default receiving location for the return.\n\n * **Status** – Issued, Pending, Closed, Cancelled, Rejected, Repaired, Replaced (use to track outcomes).\n\n * **Customer Address / Shipping Address** – For labels/printouts.\n\n\n\n\n##### Lines\n\n * **Item** – SKU approved for return.\n\n * **Description** – Reason/detail that prints.\n\n * **Quantity** – Quantity authorized.\n\n * **UOM** – Unit of measure.\n\n * **Unit Price / Amount / Tax** – Reference values for expected credit.\n\n * **Class** – Reporting tag (Department/Project/etc., if enabled).\n\n\n\n\n##### Notes & Files\n\n * **Message from Customer** – Stated reason/notes.\n\n * **Message to Customer** – Instructions/approval text.\n\n * **Internal Notes** , **Attachments** – Staff-only context and evidence.\n\n\n\n\n> _Effect:_ RMA does **not** move stock or money. It controls/communicates what may be returned.\n\n### Restock\n\n##### Header\n\n * **Date/Time** – When goods are received.\n\n * **Customer** _(required)_ – Who returned the goods.\n\n * **Location** _(required)_ – Where stock is added.\n\n * **Restock Number** _(auto/override)_ – Unique ID (e.g., RST-0007).\n\n * **Sales Rep** – For reporting.\n\n * **Customer/Shipping Address** – Reference for print/email.\n\n\n\n\n##### Lines (per item)\n\n * **Item** , **Description**\n\n * **Quantity** , **UOM**\n\n * **Unit Price / Amount / Tax** _(optional pricing reference)_\n\n * **Class**\n\n * _(If configured)_ **Bin** , **Lot/Serial** – Exact put-away details.\n\n\n\n\n##### Notes & Files\n\n * **Message from Customer** , **Message to Customer** , **Internal Notes** , **Attachments**\n\n\n\n\n> _Effect:_ Saving increases **on-hand inventory** at the chosen location/bin/lot. No A/R impact.\n\n### Credit Memo\n\n##### Header\n\n * **Date/Time** – Credit issue date.\n\n * **Customer** _(required)_ – Recipient of the credit.\n\n * **Location** – Defaults for item rows (if needed).\n\n * **Credit Memo Number** _(auto/override)_ – Unique ID (e.g., CM-0005).\n\n * **Sales Rep** – For reporting.\n\n * **Custom Fields** – e.g., Width/Height/Area, if your tenant uses them.\n\n * **Billing/Shipping Address** – Prints on the document.\n\n\n\n\n##### Lines (per item/charge)\n\n * **Item** – Credited SKU or a charge/allowance item (e.g., Restocking Fee).\n\n * **Description** – What is being credited/charged.\n\n * **Quantity / UOM** – Units credited.\n\n * **Unit Price / Amount / Tax** – Determines the monetary credit; tax follows your tax rules.\n\n * **Class**\n\n\n\n\n##### Notes & Files\n\n * **Message from Customer** , **Message to Customer** , **Internal Notes** , **Attachments**\n\n\n\n\n> _Effect:_ Posts a **customer credit/refund** (via accounting integration) and reverses revenue/tax per your mappings.\n\n## **Key Functions**\n\n### RMA\n\n 1. **Create & approve:** Return → **RMA** → **Add New**. Enter customer, due date, and authorized items/quantities.\n\n 2. **Communicate:** Use _Message to Customer_ for instructions and attach any labels or forms.\n\n 3. **Progress with statuses:** Update to _Issued/Pending/Closed_ etc. as the case moves forward.\n\n 4. **Next step:** Use the **Restock** action when goods arrive.\n\n\n\n\n### Restock\n\n 1. **From an RMA (recommended):** Open the RMA and choose **Restock** to prefill customer/items.\n\n 2. **Direct entry:** Return → **Restock** → **Add New** ; select **Customer** /**Location** , add **Lines**.\n\n 3. **Traceability:** For lot/serial/bin items, select the exact identifiers for each line.\n\n 4. **Save:** Stock increases at the chosen location/bin/lot.\n\n 5. **(Optional) Charges:** If you assess restocking or freight charges, record them as **Billable Expense Charges** (toolbar) for later inclusion on the credit memo.\n\n\n\n\n### Credit Memo\n\n 1. **Create credit:** Return → **Credit Memo** → **Add New** ; select **Customer** and add lines to credit.\n\n 2. **Add fees/allowances:** Insert line items (e.g., _Restocking Fee_ , _Return Freight_) or pull from **Billable Expense Charges**.\n\n 3. **Review totals & tax:** Ensure amounts/tax match policy.\n\n 4. **Save & send:** Save, then email/print to the customer. The credit posts to A/R via your accounting connection.\n\n 5. **Apply credit:** Apply in accounting to outstanding invoices as per your normal process.\n\n\n\n\n## Best Practices\n\n * **Always start with an RMA** for traceable authorization and customer communication.\n\n * **Use due dates** on RMAs to control windows for returns.\n\n * **Capture inspection evidence** (photos/notes) in Restock for quality analysis.\n\n * **Select exact Bin/Lot/Serial** on Restock to keep availability and traceability correct.\n\n * **Standardize charges** (create items for _Restocking Fee_ , _Return Freight_) for clean accounting and reporting.\n\n * **Close RMAs** when all related restocks/credits are complete.\n\n\n\n\n## Related Features\n\n * [Sales Orders]()\n\n * [Customers]()\n\n\n\n\nFor more detailed information on managing returns and the associated processes, please refer to the specific sections in this documentation.","In ianaiERP, the returns process is managed through three interconnected forms: Return Merchandise Authorization (RMA), Restock, and Credit Memo. This comprehensive approach allows businesses to efficiently handle customer returns, manage inventory, and process refunds or credits.","userGuide-returns",701,"returns","Returns",{"_8":334,"_10":335},"miscellaneous-setup",[336],{"_13":14,"_8":334,"_15":337,"_17":338,"_19":339,"_21":-5,"_22":340,"_24":-5,"_25":35,"_26":341,"_28":342},"## General Overview\n\nThese master data objects are baseline; ianaiERP supports adding and customizing additional attributes and entities to match each client’s workflow\n\n## 1) Account\n\n### Overview\n\nChart of accounts records used by items and transactions for posting (assets, income, expenses, etc.). Define once and reuse across the system.\n\n### Where to Access\n\nCompany → Miscellaneous → **Accounts**\n\n### Key Attributes\n\n * **Name** : Display name of the account.\n\n * **Type** : Asset, Liability, Equity, Income, Expense.\n\n * **Number** : Optional account code/number.\n\n * **Currency** : If your books use multi-currency.\n\n * **Active** : Toggle availability in pickers.\n\n * **Notes** : Internal description.\n\n\n\n\n### Creation Workflow\n\n 1. Go to Company → Miscellaneous → Accounts → **Add New**.\n\n 2. Enter Name, Type, (optional) Number/Currency/Notes → **Save**.\n\n\n\n\n### Key Functions\n\n * Map item posting (Asset/COGS/Income/Expense) during item setup.\n\n * Select on transactions where manual account selection is needed.\n\n\n\n\n## 2) Bin Location\n\n### Overview\n\nSub-locations inside a location (aisle, row, shelf, floor stack) for granular storage and picking.\n\n### Where to Access\n\nCompany → Miscellaneous → **Bins**\n\n(Enable **Bin Tracking** on the target Location first: Company → Miscellaneous → **Locations** → Add New → **Bin Tracking** ✓)\n\n### Key Attributes\n\n * **Bin Number** : Unique identifier (allow prefixes for multi-site).\n\n * **Description** : Human-readable label.\n\n * **Location** : The parent bin-tracked location.\n\n * **Sequence** : Display/pick order (0–9999).\n\n * **Active** : Availability toggle.\n\n\n\n\n### Creation Workflow\n\n 1. Ensure the **Location** is bin-tracked (create new if needed).\n\n 2. Company → Miscellaneous → Bins → **Add New** → fill Number, Description, Location, Sequence → **Save**.\n\n\n\n\n### Key Functions\n\n * Default bin on items; appears on receipts, transfers, picks, shipments.\n\n * Bin-to-bin and site transfers respect From/To Bin.\n\n\n\n\n## 3) Class\n\n### Overview\n\nTag for reporting and segmentation (e.g., product line, cost center).\n\n### Where to Access\n\nCompany → Miscellaneous → **Classes**\n\n### Key Attributes\n\n * **Name / Code** : Identifier(s) shown on forms and reports.\n\n * **Description** : Internal notes.\n\n * **Parent (optional)** : Create simple hierarchies.\n\n * **Active** : Availability.\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Classes → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Assign on items and transactions for sliced reporting.\n\n\n\n\n## 4) External Channel\n\n### Overview\n\nRepresents sales/fulfillment channels (e.g., webstores, marketplaces, EDI, manual). Controls source tagging and integration options.\n\n### Where to Access\n\nMiscellaneous → **External Channels**\n\n### Key Attributes\n\n * **Channel Name** : Display label.\n\n * **Type** : Shopify, Amazon, Marketplace, EDI, Manual, etc.\n\n * **Endpoint / Store URL / Credentials** : If integrated.\n\n * **Sync Options** : Orders, inventory, pricing (when applicable).\n\n * **Active** : Availability.\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → External Channels → **Add New** → enter Name, Type, and connection fields (if used) → **Save**.\n\n### Key Functions\n\n * Tag orders by channel; drive channel-specific pricing/rules.\n\n * Filter dashboards and reports by channel.\n\n\n\n\n## 5) Department\n\n### Overview\n\nOrganizational unit (e.g., Production, QA, Sales) used for responsibility and reporting.\n\n### Where to Access\n\nMiscellaneous → **Departments**\n\n### Key Attributes\n\n * **Name / Code, Description, Parent (optional), Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Departments → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Stamp on transactions (e.g., builds, POs) for departmental views.\n\n\n\n\n## 6) Payment Method\n\n### Overview\n\nDefines how payments are tendered/received on sales and purchases.\n\n### Where to Access\n\nMiscellaneous → **Payment Methods**\n\n### Key Attributes\n\n * **Name** : e.g., Cash, Credit Card, ACH, Wire, Check.\n\n * **Processor / Account Ref (optional)** : If used.\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Payment Methods → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Default onto receivables/payables documents; filter receipts.\n\n\n\n\n## 7) Sales Rep\n\n### Overview\n\nMaintains the roster of sales representatives for assignment, reporting, and commission tracking (if used).\n\n### Where to Access\n\nMiscellaneous → **Sales Reps**\n\n### Key Attributes\n\n * **Name**\n\n * **Email / Phone**\n\n * **User Link (optional)** : Tie to a login user.\n\n * **Commission % (optional)**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Sales Reps → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Assign on customers and sales transactions; filter dashboards.\n\n\n\n\n## 8) Ship Method\n\n### Overview\n\nNamed shipping methods combining carrier and service for consistent selection and rating/labeling.\n\n### Where to Access\n\nMiscellaneous → **Ship Methods**\n\n### Key Attributes\n\n * **Name** : e.g., UPS Ground, FedEx 2Day.\n\n * **Carrier / Service Level**\n\n * **Account Number (optional)**\n\n * **Default (optional)**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Ship Methods → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Default onto orders/shipments; used in rate shopping and labels.\n\n\n\n\n## 9) Tax Code\n\n### Overview\n\nTax application code selected on items and customers; determines which tax agency/rates apply.\n\n### Where to Access\n\nCompany → Miscellaneous → **Tax Codes**\n\n### Key Attributes\n\n * **Name / Code**\n\n * **Agency** : Link to **Tax Agency**.\n\n * **Calculation / Applicability** : Goods/services, taxable/exempt.\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Tax Codes → **Add New** → select Agency, set properties → **Save**.\n\n### Key Functions\n\n * Appears on sales/purchase lines to compute tax.\n\n\n\n\n### Best Practices\n\n * Create explicit exempt codes (e.g., **OUT-OF-STATE** , **RESELLER**).\n\n\n\n\n## 10) Tax Agency\n\n### Overview\n\nAuthority you report and remit taxes to.\n\n### Where to Access\n\nMiscellaneous → **Tax Agencies**\n\n### Key Attributes\n\n * **Name**\n\n * **Jurisdiction** : Country/State/Province.\n\n * **Registration ID**\n\n * **Filing Frequency** : Monthly/Quarterly/Annual.\n\n * **Payable Account** : Liability account mapping.\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Tax Agencies → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Used by Tax Codes and Rates to route liabilities.\n\n\n\n\n### Best Practices\n\n * One agency per jurisdiction/registration to keep filings clean.\n\n\n\n\n## 11) Tax Rate\n\n### Overview\n\nPercentage rate tied to an agency (and often a code) with effective dates.\n\n### Where to Access\n\nMiscellaneous → **Tax Rates**\n\n### Key Attributes\n\n * **Name**\n\n * **Agency** : Link to Tax Agency.\n\n * **Rate %**\n\n * **Effective Date / End Date**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Tax Rates → **Add New** → set Agency, Rate, Dates → **Save**.\n\n### Key Functions\n\n * Engine uses the active rate per date/jurisdiction during tax calc.\n\n\n\n\n## 12) Payment Term\n\n### Overview\n\nDefines due dates and early-payment discounts for AR/AP.\n\n### Where to Access\n\nMiscellaneous → **Payment Terms**\n\n### Key Attributes\n\n * **Name** : e.g., Net 30, 2% 10 Net 30.\n\n * **Net Days**\n\n * **Discount % / Discount Days** (optional)\n\n * **End-of-Month (optional)**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nCompany → Miscellaneous → Payment Terms → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Defaults on customers/vendors; drives due dates and aging.\n\n\n\n\n## 13) Units of Measure (UOM)\n\n### Overview\n\nBase and alternate units for buying/selling/stocking items with conversions.\n\n### Where to Access\n\n * Enable: Settings → **Inventory Settings** → **Use Units of Measure** ✓ → Save\n\n * Define units: Company → Miscellaneous → **Units of Measure**\n\n * Per-item setup: Inventory → **Items** → Base UOM + **Custom UOMs**\n\n\n\n\n### Key Attributes\n\n**UOM (global)**\n\n * **Name** (e.g., Case, Pallet)\n\n * **Abbreviation** (1–5 chars, must start with a letter)\n\n * **Active**\n\n\n\n\n**Per Item**\n\n * **Base UOM** : Smallest common unit (not changeable after set).\n\n * **Custom UOMs** : UOM, **Conversion** (to base), optional **Sales Price / Purchase Cost** overrides.\n\n\n\n\n### Creation Workflow\n\n 1. Settings → Inventory → enable **Use Units of Measure**.\n\n 2. Company → Miscellaneous → Units of Measure → **Add New** (as needed).\n\n 3. Inventory → Items → set **Base UOM** → **Custom UOMs** → **Add UOM** with **Conversion** (and optional price/cost) → **Save**.\n\n\n\n\n### **Key Functions**\n\nFor details, please visit [UOM]()\n\n## 14) Vendor-Item Catalog\n\n### Overview\n\nPer-vendor purchasing details per item (vendor PN, UOM, conversion, price, lead time). Drives PO autofill.\n\n### Where to Access\n\nMiscellaneous → **Vendor-Item Catalog**\n\n### Key Attributes\n\n * **Item**\n\n * **Vendor**\n\n * **Primary** : Preferred source toggle.\n\n * **Vendor Part Number**\n\n * **UOM / UOM Conversion** : Vendor’s unit and conversion to base.\n\n * **Unit Purchase Price**\n\n * **Lead Time (optional)**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\n**Option A — From Item**\n\n 1. Inventory → Items → edit → set **Preferred Vendor** and **Vendor Part Number** → **Save**.\n\n\n\n\n**Option B — Catalog**\n\n 1. Miscellaneous → Vendor-Item Catalog → **Add New**.\n\n 2. Select Item, Vendor, (optional **Primary**), Part Number, UOM/Conversion, Unit Purchase Price → **Save**.\n\n\n\n\n### **Key Functions**\n\nFor details, please visit [Vendor-Item Catalog]()\n\n## 15) Worker\n\n### Overview\n\nFactory personnel resources used for routing operations and production tracking.\n\n### Where to Access\n\nMiscellaneous → **Workers**\n\n### Key Attributes\n\n * **Name / Code**\n\n * **Email / Phone**\n\n * **Default Work Center (optional)**\n\n * **Hourly Rate (optional)**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Workers → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Assign in production contexts (sign-on to operations; cost capture if used).\n\n\n\n\n## 16) Customer Type\n\n### Overview\n\nSegmentation bucket for customers (Wholesale, Retail, VIP, etc.) used for pricing and reporting.\n\n### Where to Access\n\nMiscellaneous → **Customer Types**\n\n### Key Attributes\n\n * **Name / Code**\n\n * **Description**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nMiscellaneous → Customer Types → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Filter and report by type; use as a target in **Price Rules**.\n\n\n\n\n## 17) Project Code\n\n### Overview\n\nProject/job identifier to tag costs and activities across documents.\n\n### Where to Access\n\nMiscellaneous → **Project Codes**\n\n### Key Attributes\n\n * **Code / Name**\n\n * **Description**\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\nCompany → Miscellaneous → Project Codes → **Add New** → fill fields → **Save**.\n\n### Key Functions\n\n * Select on builds, POs, SOs, etc. for project roll-up views.\n\n\n\n\n## 18) Custom Fields\n\n### Overview\n\nAdd tailored data fields to items, transactions, and other records. Values can flow to child transactions, lists, exports, and templates.\n\n### Where to Access\n\nMiscellaneous → **Custom Fields**\n\n### Key Attributes\n\n * **Field Label** : Unique name.\n\n * **Field Type** : **Text** / **Number** / **Money** / **Date** / **Boolean** / **Choice** / **Multichoice** / **List** / **Calculation**.\n\n * **Default Value** (optional)\n\n * **Required** (optional)\n\n * **Entity Names** : Select which entities (Inventory, Sales, Purchasing, Manufacturing, Shipping, etc.) the field applies to.\n\n * **Choices** : Options for Choice/Multichoice.\n\n * **Active**\n\n\n\n\n### Creation Workflow\n\n 1. Miscellaneous → Custom Fields → **Add New**.\n\n 2. Enter Label, choose **Field Type** , set Default/Required, select **Entity Names** , define **Choices** if applicable → **Save**.\n\n 3. (Optional) Re-order/resize on edit pages: gear (⚙) → **Custom Fields** section → drag to order; set width 1–6.\n\n\n\n\n### Key Functions\n\nFor details, please visit [Custom Field]()\n\n## 19) Work Center\n\n### Overview\n\nManufacturing resource definition used by routing operations for capacity and cost.\n\n### Where to Access\n\nManufacturing → **Work Centers**\n\n### Key Attributes\n\n * **Name / Code**\n\n * **Enabled** : Usable in routing/work orders.\n\n * **Description**\n\n * **Location**\n\n * **Cost Items** : Labor, Machine, Overhead, Setup (rates).\n\n * **Capacity / Hours / Efficiency** (where configured)\n\n\n\n\n### Creation Workflow\n\nManufacturing → Work Centers → **New Work Center** → enter Name/Code/Description/Location → add cost items and capacity parameters → **Save**.\n\n### Key Functions\n\nFor details, please visit [Work Centers]()\n\n## 20) Price Rules\n\n### Overview\n\nRule engine for pricing: fixed prices, discounts, markups, and conditional overrides by item/category, customer/customer type, channel, date range, quantity tiers, etc.\n\n### Where to Access\n\nMiscellaneous → **Price Rules**\n\n### Key Attributes\n\n * **Rule Name**\n\n * **Rule Type** : Fixed Price / Discount % / Markup / (Formula-based if enabled).\n\n * **Targets** : Item, Item Category, Item Class.\n\n * **Audience** : Customer, **Customer Type** , Channel (External Channel).\n\n * **Conditions** : Qty thresholds, date ranges, location/channel filters.\n\n * **Priority / Stack** : Priority order and whether rule stacks with others.\n\n * **Active / Start–End Date**\n\n\n\n\n### Creation Workflow\n\n 1. Miscellaneous → Price Rules → **Add New**.\n\n 2. Choose **Rule Type** and define **Targets** (item/category/class).\n\n 3. Set **Audience** (customer / customer type / channel).\n\n 4. Add **Conditions** (qty breaks, date range, etc.).\n\n 5. Define value (fixed price, % discount, markup) and **Priority/Stacking** → **Save**.\n\n 6. Test on a sample order: add the item and customer/channel to confirm applied price.\n\n\n\n\n### Key Functions\n\n * Auto-applies eligible rule on order entry; respects priority and stacking.\n\n * Supports channel-specific pricing and customer-segment discounts.\n\n * Enables quantity tiers via condition thresholds.\n\n\n\n\n### Best Practices\n\n * Keep rules narrow and explicit; avoid overlapping broad rules.\n\n * Use priorities to resolve conflicts; prefer one source of truth per scenario.\n\n * Review rule effectiveness and deactivate stale promos.","This section documents static and semi-static configuration objects you should set up before daily operations. Each entry follows the same structure: Overview / Where to Access / Key Attributes / Creation Workflow / Key Functions / Best Practices.","userGuide-miscellaneous",801,"miscellaneous","Miscellaneous",{"_8":344,"_10":345},"customization",[346,353,360,367],{"_13":14,"_8":344,"_15":347,"_17":348,"_19":349,"_21":-5,"_22":350,"_24":-5,"_25":35,"_26":351,"_28":352},"## Key Features\n\n * Add custom fields to items, transactions, and other data records\n\n * Multiple field types available\n\n * Custom field values can pass from parent to child transactions\n\n * Use in form templates and reports\n\n * Set up alerts based on custom field values\n\n\n\n\n## Accessing Custom Fields\n\nTo view, edit, or manage your Custom Fields:\n\n 1. Go to **Miscellaneous** > **Custom Fields**.\n\n\n\n\n## Adding a New Custom Field\n\n 1. Navigate to **Miscellaneous** > **Custom Fields**.\n\n 2. Click **Add New** on the top right.\n\n 3. Fill in the following details:\n\n * **Field Label** : Name of the custom field (must be unique)\n\n * **Field Type** : Choose from available types (see below)\n\n * **Default Value** : Set a default value if desired\n\n * **Required** : Check if the field must be filled\n\n * **Entity Names** : Select which entities this field applies to\n\n * **Choices** : For 'choice', or 'multichoice' types, enter the options\n\n\n\n\n### Field Types\n\n * **Text** : Single-line text, up to 100 characters\n\n * **Number** : Numerical field, up to 13 digits and 5 decimal places\n\n * **Money** : For currency values\n\n * **Date** : Date-formatted field\n\n * **Boolean** : Yes/No checkbox\n\n * **List** : Multiple text entries, adding each new text by pressing Enter or Tab\n\n * **Choice** : Single-select from predefined options\n\n * **Multichoice** : Multi-select from predefined options\n\n * **Calculation** : For computed values based on other fields\n\n\n\n\n**Calculation Fields**\n\n \n\n\n## Using Custom Fields\n\nOnce created, custom fields will appear:\n\n * On the edit page of the relevant entities\n\n * In the Column Chooser options for lists\n\n * In data exports and reports\n\n * As merge fields in form templates\n\n\n\n\n## Customize Column and Ordering on Each Page\n\nYou can adjust the width and order of the custom field on the edit page of the related entity:\n\n 1. Navigate to the **entity list page or edit page**\n\n 2. Click **the Gear Settings** button in the top right corner\n\n 3. Go to the **Custom Fields** section at the bottom\n\n 4. You can use the handles on the left to **drag and drop** to change the order\n\n 5. You can **enter a number from 1 to 6** to adjust the width of the custom field\n\n * On a wide edit page, a value of 6 will take up half of the total width\n\n * On a narrow edit page, a value of 6 takes up the entire width\n\n\n\n\n## Best Practices\n\n 1. Plan your custom fields carefully to ensure they meet your business needs.\n\n 2. Use clear, descriptive names for custom fields.\n\n 3. Consider the impact on data entry and reporting when adding custom fields.\n\n 4. Regularly review and update custom fields as your business needs evolve.\n\n\n\n\n## Limitations\n\n * The number of custom fields may be limited based on your ianaiERP plan.\n\n * Only certain field types can sync with QuickBooks Online.\n\n * Custom field names must be unique and cannot match existing system fields.\n\n\n\n\nFor more detailed information on using Custom Fields in specific processes, please refer to the respective sections in this documentation.","Custom Fields in ianaiERP allow you to add additional, customized data fields to various entities in the system, such as items, transactions, and other data records. This feature provides flexibility to tailor ianaiERP to your specific business needs.","userGuide-custom-field",901,"custom-field","Custom Field",{"_13":14,"_8":344,"_15":354,"_17":355,"_19":356,"_21":-5,"_22":357,"_24":-5,"_25":35,"_26":358,"_28":359},"## Execution Environment\n\nCustom scripts are executed within a sandboxed `

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