Invoice: display the amount in customer’s own currency

In this example, our billing is in EUR (Euros) but want to display the amount in GBP (Great Britain Pounds) in the invoice to certain customers.

First, add the GBP currency onto the database and specify the exchange rates (Currencies menu).

Currencies menu: Defining currencies and exchange rates
Currencies menu: Defining currencies and exchange rates

Then, in the Customers menu, edit those customers that want the amount in GBP shown on their invoices.

 

Customers | Modify Customer - defining customer's preferred currency
Customers | Modify Customer – defining customer’s preferred currency

Finally, check the Admin | Settings menu to ensure that the Display Counter Value in Base Currency option is enabled.

Admin / Settings
Admin / Settings

When Display Counter Value in Base Currency is enabled, if the customer’s preferred currency is GBP and the invoice is in EUR (the base currency), the amount in GBP will be printed in the invoice. If the invoice is in GBP, the amount in EUR will be printed instead.

Invoice in base currency (EUR), customer’s preferred currency is GBP

Screen Shot 2016-03-21 at 1.44.01 PM

Invoice in GBP, base currency EUR, don’t care customer’s preferred currency

Screen Shot 2016-03-21 at 1.43.43 PM

Any questions or comments? please submit them below.

 

How to enter a partial payment with Gestix ERP

With the Gestix ERP you can easilly issue a payment receipt for part of an invoice.

Here we go through the steps to process a customer payment, from the Invoicing menu, whereas a similar procedure would be performed for processing payments made to suppliers from the Purchasing menu.

Entering payments and partial payments with Gestix ERP

Open the Invoicing menu and click Receipt, New.

 

partial-payment-gestix-3

 

Here we’re clicking the Search button to choose the customer from a pop-up list.

 

 

partial-payment-gestix-4

Then we click the button labeled Document to select the invoices being paid, then we click over Select All to add those invoices to the receipt.

 

 

partial-payment-gestix-5

Since the customer is paying the amount of GBP 446,52 and the selected invoices total is greater than this, we want to edit the amount paid for, say, the last of the three invoices. Click the little pencil button labeled Edit at the left hand side of the line.

 

 

 

partial-payment-gestix-6

Now let’s enter the correct amount and click the little button labeled Save next to the Paid Amt field.

 

partial-payment-gestix-7

 

Click the Save button at the top of the document, and it’s ready to print or send by email.

For more information please check the Gestix website at http://gestix.com

How to start MySQL from the Mac OS-X Yosemite Terminal

Symptom: Gestix is working before the computer is shut down however. Once the computer is restarted, Gestix stops with the following message.

Gestix complains about the database system
Gestix complains about the database system
(It seems there is a problem with the database server. 
If the program was just working and you don’t know why this is happening, try reloading the page in a couple minutes. If the problem persists ask your system’s administrator attention to the problem.)

Although the MySQL Startup item seems to no longer work on OS-X 10.10, it’s possible to start it from the command line.

1. Open Finder | Applications | Utilities | Terminal

2. Paste this command and press Enter

sudo /usr/local/mysql/support-files/mysql.server start

3. Close the Terminal application.

If the problem persists there may be need for a remote technical intervention to the server by MySQL system specialists. Order technical support here.

Order processing: dealing with product assemblies

In some situations it can be handy to sell a set of items as an assembly instead of as discrete items. For example, a set including one table and six chairs would be defined as a unique product, having two items as its components: 1 x table and 6 x chair. In Gestix this is accomplished by defining the article type as a Kit/Package.

The price of the Kit/Package will be the sum of the components prices times their quantities. That prices can be predefined or left blank to make them being calculated at the order level and eventually select each item’s price from price list preferences for the involved customer or vendor.

erp-kit-package-assembly

Advantages compared to articles type Manufactured as Product:

  • Save operator time, inserting the kit/package into an order is similar to entering each and all of the components
  • Enable items to be sold both individually and as components of one or more aggregating items
  • Enable components to follow special price rules when used as part of a special product.

To add a new item as a kit/package proceed as follows.

Open the Articles menu, tap New Article.

Set manufactured as Kit/Package to define an assembly

Set Manufactured as Kit/Package.

kit-package-2

Enter description, and optional bar codes, prices and other relevant info.

kit-package-3

Press Save.

kit-package-4

Notice the link New Product Model – tap it to edit the item list. Open it and add the items to be included.

kit-package-composition

(In Gestix version 5.1.4 a small issue prevents the software from displaying the correct items list. Instead of using the Articles button, enter the exact item code to include the components from stock. This problem will be fixed in the next release of the software.)

kit-package-composition-finished

Unit prices can be defined in template or later on entering orders. Add each one of the components, editing unit prices or leaving them blank (zero) to assume order level pricing.

kit-package-composition-finished2

In this case the product model defines the prices to be used in this assembly.

Now, using this assembly item on a new order.

order-assembly-three-sets

Select our article from the list, and say we selling 3 sets, so enter 3 in the quantity field instead of 1.

order-assembly-three-sets2

Notice that the component quantities were multiplied by three because we said we were selling 3 sets.

In version 5.1.4, if the user edits lines of the components just after adding them to the order, they can get later be displayed in a different order. To circumvent this issue, save the order as Draft and then Modify it before editing lines involving the Kit/Package components. A fix will be released soon.

Check out gestix.com/go/support for downloads and cloud solutions

Can’t remember my Gestix password – how to recover it?

If you are using Gestix Cloud or Gestix SaaS, over the Internet, then you just have to contact the technical support by email and make your request (http://gestix.com/go/contact)

Recover password on a Gestix Download installation.

Since the software is installed on your computer, the recovery has to be performed from the operating system command line.

Open Finder / Applications / Terminal and issue the following command:

/usr/local/mysql/bin/mysql -u gestix gnet_db --execute="Insert into sys_users (usr_name,usr_code,usr_pw,usr_disabled,usr_priv) VALUES ('temporario','temporario','[ana[',0,1);"

Then enter in Gestix using the following information:

Login: temporario
Password: civic

Then you should go to the Admin | Users menu and change your password. Delete the temporario user account when done.

For personal support from our engineers please check our help desk service http://gestix.pt/go/suporte/on-demand

Billing for phone houses: tracking the cellphone number and IMEI

With Gestix Enterprise 2014 or above, you can enter the cellphone number, IMEI, and other information, and perform any search on these details, to instantly access the customer record, invoice details, and all related information.

Searching the dashboard with IMEI or cellphone number and getting to the sales document
Searching the dashboard with IMEI or cellphone number and getting to the sales document

First we set Gestix up to input the IMEI along with the equipment Serial No, when entering a sale.

In the Industry-specific drop list, select Serial Number Options

The IMEI field is enabled by selecting Serial Number Options in the Industry-specific drop down.

Then you can tell Gestix to check user input according to one of the following options:

Behavior regarding duplicate serial numbers and serial numbers not in stock
Behavior regarding duplicate serial numbers and serial numbers not in stock

Lower in the Gestix | Admin | Settings page, you can tell Gestix to behave in one of several ways regarding duplicate serial numbers and serial number that are not in stock.

Choose

No duplicates to make Gestix reject duplicated serial numbers, and to ensure the serial number is in stock when selling.

Duplicates to make Gestix allow duplicated serial numbers, yet ensuring the serial number is in stock when selling.

Relaxed/No duplicates to enable selling serial numbers that have not been previously entered into the system but still disallowing duplicated serial numbers.

Relaxed to enable selling serial numbers that have not been previously entered into the system, allowing duplicated serial numbers.

In our example we are using the Relaxed/No duplicates behavior so we can just enter the S/N and IMEI at the point of sale.

Tap Save at the bottom of the Settings page when done. Then, tap Back on the Admin menu to return to the main application menu. Open the Articles menu and open the iphone 5 product (or any other suitable product).

Set your articles to use Serial Number as the product trace option
Set your articles to use Serial Number as the product trace option

Notice the available Product Traceability options.

Product traceability options
Product traceability options

Let’s try a sale.

Create a new invoice, choose the sample article and enter S/NO (up to 21 characters) and IMEI (up to 160 characters)
Create a new invoice, choose the sample article and enter S/NO (up to 21 characters) and IMEI (up to 160 characters)

 

The sales ticket identifies the product to the customer, yet it can be personalized
The sales ticket identifies the product to the customer, yet it can be personalized

Add a comment below for any questions or suggestions.

You enjoy working with the Gestix software and have some spare time? Join us abroad!

Do you utilize or have utilized Gestix?

Do you find it different and special?

Do you have experience and skills that could help others improve their usage of technology in their businesses or non-profits?

Do you have some spare time to work with us through our cloud infrastructure, from your home or business place?

We’re looking for people like you to join our international support team and help new Gestix users in exploring the software.

You’ll find that your knowledge is valuable to others, be it about business processes and procedures for those who are exploring the software, be it about computing skills to help those installing and setting up particular configurations.

So easy and comfortable on the cloud as it is on premises: Gestix ERP CRM applications.
So easy and comfortable on the cloud as it is on premises: Gestix ERP CRM applications.

Send your resume to jobs@gestix.com, and tell us some words about your experience and skills. We’ll get back to you immediately on a follow up.

Thank you.

Gestix Software

 

Sales Filter: define which logistical documents count as sales

Normally, Gestix considers all sales documents as sales. To select which documents are considered as sales and which document are not, on the Customers menu tap the Sales Filter button.

Tap the Sales Filter button to open the selection window
Tap the Sales Filter button to open the selection window

You are then able to specify which documents to consider by selecting/deselecting their series on this screen.

(Leave all blank to let Gestix automatically select the pertaining documents)
(Leave all blank to let Gestix automatically select the pertaining documents)

Either place a check mark in every document to be considered or leave all unchecked for enabling Gestix to select automatically all the sales documents.

(The same principle applies to suppliers/vendors accounts in Gestix, but concerning purchase documents instead of sales documents.)

News about the new release, Gestix 5.1.03

The new release of Gestix software, version 5.1.03, has several new features and improvements to dozens of others. These enhancements further enrich the new Gestix 2014 editions, being immediately available depending on the product. Older editions also benefit from correcting problems and some improvements in this version.

GTM-2622
Enable searching documents from dashboard by series, number, reference, etc

GTM-2624
Faster Consistency Check function

GTM-2620
Improved signed documents checker function

GTM-2614
Faster operation through optimized user session management

GTM-2547
Enable the user to choose which print layout to use on purchase orders

GTM-2542
Hierarchical selection of budget lines and billing purchases

GTM-2568
in batch printing menu is now possible to print the original, the duplicated or the triplicated of the document each one independently.

GTM-2621
Product traceability: RMA serial numbers were available for new sales

GTM-2597
When there is a receipt without a previous document when testing the saft file shows a warning similar to:

2. Payments [RCB 5] Related Document not available in text line with amount
4. Payments [RCB 5] Total amount must be positive

GTM-2596

New Gestix logos

GTM-2580
Editable Cost Estimates even after being printed

GTM-2573
Project costing report corrected regarding delivery memos and bills of works

GTM-2571
Monthly contract billing on specific day of the month

Planned for release on 2014-08-05.