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

Yosemite beta program: read before trying it…

Updating the operating system on computers running as Gestix servers can cause problems to the Gestix system, which depends on MySQL and on Mac OS-X’s built-in webserver (usually Apache) to operate correctly.

Most important, make sure you have a fresh backup copy made at Gestix Admin menu, just in case you have to install Gestix from scratch.

You may have to install the last version of MySQL compatible with the version of the operating system. Check the MySQL site for information about any issue you may find.
When MySQL is working correctly and in the same conditions as before (same users/passwords) then reinstall Gestix – instructions in http://gestix.com/go/software-update.
Check details about the Mac OS-X version you are dealing with. Check if the built-in Apache webserver support has changed and configure it manually reproducing the previous configuration:
AddHandler cgi-script .cgi

Alias /gnet "/var/lib/gestix/www"

<Directory "/var/lib/gestix/www">
 Options None
 AllowOverride None
 Order allow,deny
 Allow from all
</Directory>

#ScriptAlias /gnet/cgi-bin "/var/lib/gestix/www/cgi-bin/"

<Directory /var/lib/gestix/www/cgi-bin>
 Options ExecCGI Includes FollowSymLinks
 AllowOverride None
 Order allow,deny
 Allow from all
</Directory>
When both MySQL and the webserver Apache are operational, install Gestix again, following the instruction for installing a Gestix software update (http://gestix.com/en/software-update or http://gestix.com/pt/software-update). Open Gestix from the menu and press Cmd+R to reload the page if needed.
Generally this will fix the configuration of both MySQL and Apache, however many factors may interfere.
 mac-osx-yosemite-is-beta-use-this
For personal assistance from an engineer you may activate a support ticket with your technical support provider (check available options at http://gestix.com/go/support/on-demand when needed).
macosx-yosemite

Billing for phone houses: tracking the cellphone number and IMEI

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

First we set Gestix up to input the IMEI along with the equipment Serial No, when entering a sale. On the menu Admin, Settings option Format of Numbers ensure IMEI/SIM CARD ID is selected.

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

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 XP product (or any other suitable product).

Select Serial Number option on the Product Traceability drop down menu.

Let’s try a sale.

Create a new invoice, choose the sample article and enter S/NO and IMEI
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.

Novidades da próxima release Gestix 5.1.03

A nova release do software Gestix, a versão 5.1.03, apresenta várias funcionalidades novas e melhoramentos em dezenas de outras. Estas melhorias enriquecem ainda mais as novas edições Gestix 2014, ficando de imediato disponíveis consoante o produto. As edições mais antigas também beneficiam da correção de problemas e de vários melhoramentos nesta versão.

Resumo

GTM-2622
Pesquisa de documentos no dashboard por série e número, referência, etc
GTM-2624
Verificação de Consistência mais rápida
GTM-2620
Improved signed documents checker function
GTM-2614
Faster operation through optimized user session management
GTM-2547
Permitir escolha do layout em encomendas de fornecedor
GTM-2542
Seleção hierárquica das rubricas orçamentais em faturação e compras
GTM-2568
Em impressão em lote para além de ser possivel imprimir varios documentos de uma so vez é possivel imprimir o Original, Duplicado ou Triplicado em separado.
GTM-2621
Rastreio de produtos: os números de série em RMA apareciam disponíveis em novas vendas
GTM-2597
Quando houver recibo sem documento associado ao testar o saft da um aviso informando este caso Ex:
2. Payments [RCB 5] Related Document not available in text line with amount 4. Payments [RCB 5] Total amount must be positive
GTM-2596
Novos logótipos Gestix
GTM-2580
Orçamentos editáveis, mesmo após impressão
GTM-2573
Relatório de Situação de Projeto corrigido quanto ao tratamento de guias e folhas de obra
GTM-2571
Faturação mensal de contratos em dia específico do mês

 

A libertação da versão Gestix 5.1.03 está planeada para 5 de Agosto de 2014.

Product traceability by Batch Number or by Serial Number

Serial Numbers are used for individual product. Batch numbers are used for lots of a product sharing some properties like production and “best before” date.

b Enterprise enables you to choose which products to handle Batch/Lot numbers and which products to handle serial numbers like smartphones, computers, and automobile parts.

Avoid losses due to produce validity and warranties issues, while meeting common standards and best practices in produce traceability.

Gestix offers two methods for tracking products:

Serial Number Tracking

Each unit in stock is assigned a unique id along with other information related to that particular unit or piece (see here an example of application in aircraft parts trading).

Batch Number Tracking

A unique id file is assigned to a particular quantity of product, along with other information relating to that batch of product, including product date and expiration date.

To enable one of the methods, edit the Product Traceability field in the article record, and choose Batch Number.

batch-number-tracking-in-gestix

Enter purchases, manufacture orders, and stock receipts with batch numbers being assigned by the operator or generated by the application.

entering2-batch-of-purchased-products-in-gestix

On sales, identify the batch of each tracked product by selecting it from the drop list.

invoice-with-serial-numbers-in-gestix

The final bill shows the relevant information for each item including batch id and dates.

sales-with-batch-numbers

 

Comunicação de Guia de Remessa ou Transporte por Webservice

Guia de Transporte – comunicar instantaneamente uma guia à AT por Webservice

O Gestix ERP oferece a possibilidade de comunicar os documentos de transporte por Webservice. Ao fazer um documento válido para transporte (Guia de Remessa, ou Guia de Transporte) fica disponível o botão Webservice na barra de ferramentas do documento.

Validação de Guia de Transporte por Webservice
Validação de Guia de Transporte por Webservice

Para o documento poder ser comunicado à AT deve  dispor de informação de Viatura e Data/Hora de Carga.

Se ainda não definiu o Utilizador e Password no site das Finanças e colocou estes dados na configuração do Gestix (menu Admin / Credenciais AT) veja nos passos seguintes como proceder a essa configuração inicial.

Criar utilizador no site da autoridade tributaria e configuração no Gestix

Aceda ao site da AT em https://www.portaldasfinancas.gov.pt/pt/home.action;
Faça login com os seus dados habituais e depois no painel centrar escolha a opção “Os seus Serviços

documentos_utilizador_AT_1

Na lista de opções que aparecem, escolha a opção “Outros Serviços”

documentos_utilizador_AT_2

Na lista de opções, escolha a opção “Gestão de Utilizadores”

documentos_utilizador_AT_3

Irá parar a uma listagem de utilizadores com autorização para aceder aos serviços da AT. Se ainda não tiver nenhum utilizador, escolha a opção “Criar um novo Utilizador”

Para documentos de Transporte, deve ativar a opção “WDT – Comunicação de dados de Documentos de Transporte”;

documentos_utilizador_AT_4

Guardar a informação sobre o número de utilizador, bem como a palavra passe que escolheu e inserir estes dados no seu Gestix em Admin | Credenciais AT.

inserir_user_ AT_gestix

Uma vez completada esta configuração, o seu Gestix fica pronto para comunicar instantaneamente os documentos de transporte à AT.

Comunicação Automática de Documentos de Transporte por Webservice

Ao concluir uma Guia de Remessa ou Guia de Transporte,  ao lado do botão Imprimir e PDF encontra o botão Webservice.

Clip2

Basta clicar neste botão para a guia ser comunicada e atualizada com o respetivo Código AT para efeitos de transporte.

codigo

Funcionalidade disponível em edições Gestix Business 2014 e posteriores.

Para mais informações visite gestix.com ou contacte-nos pelo telefone +351 919 844 655

Installing Gestix on a brand new Ubuntu LTS 14.04 (Trusty Tahr)

This article covers the installation of Gestix on a new server, Ubuntu LTS 14.04 in this case, without any software installed on it but the core operating system.

First we install the prerequisites, MySQL, Apache2, and Htmldoc. Gestix does not require PHP to be installed, yet PHP, as well as other languages, can be used to interact with the Gestix Corporate edition, to implement custom reports, collaboration portals, etc. In this example PHP is not required at all.

Let’s do it.

sudo apt-get install mysql-server
sudo apt-get install apache2

Add some modules to Apache, but not too many. Enable mod_cgi to permit the execution of the gestix binaries instead of downloading them. The Apache module mod_env is also enabled here, in order to support setting environment variables from the Apache options or configuration files.

Apache recommends using a2enmod to enable Apache modules by name, so we do:

sudo a2enmod cgi
sudo a2enmod env

Then, htmldoc, a open source solution for rendering the PDFs in Gestix.

sudo apt-get install htmldoc

In order for htmldoc to work properly with Gestix, some environment variables need to be set. We’ll do it using the Apache’s options:

SetEnv TMPDIR /tmp
SetEnv PATH_INFO /usr/share/htmldoc
SetEnv HTMLDOC_NOCGI 1

Install some stuff needed by Gestix

sudo apt-get install libssl0.9.8

sudo get-get install libmysqlclient.so.16.0.0

Finally, we install the Gestix tar ball  (file type tar.gz). Using the tar ball instead of the Debian package allows to install Gestix on the default web, by extracting in the selected spot. In this case, we’ll create a subnet http://localhost/gestix so we create this gestix folder in the web folder, and get the contents of the package copied there. It will create the gnet folder with all gestix’s stuff in there.

cd /var/www/html

sudo mkdir ./gestix

cd ./gestix

sudo tar xf ~/my_downloads/gestix_erp_web_amd64.tar.gz

sudo sh ./gnet/install.sh mysql_user mysql_pw database_name

It should be ready now. Open Gestix from the browser (replace 10.0.0.11 by your server’s IP):

http://10.0.0.11/gestix/gnet/cgi-bin/gestix.cgi

Is it working fine? Good. Otherwise, please post/comment about it here. We’ll help of course.

Protect your Gestix with daily database backups

In production servers it’s advisable to install AutoMySQLBackup:

apt-get install automysqlbackup

To backup all databases invoke automysqlbackup from the command line or add it through crontab -e:

# Edit this file to introduce tasks to be run by cron.
#
# Each task to run has to be defined through a single line
# indicating with different fields when the task will be run
# and what command to run for the task
#
# To define the time you can provide concrete values for
# minute (m), hour (h), day of month (dom), month (mon),
# and day of week (dow) or use '*' in these fields (for 'any').#
# Notice that tasks will be started based on the cron's system
# daemon's notion of time and timezones.
#
# Output of the crontab jobs (including errors) is sent through
# email to the user the crontab file belongs to (unless redirected).
#
# For example, you can run a backup of all your user accounts
# at 5 a.m every week with:
# 0 5 * * 1 tar -zcf /var/backups/home.tgz /home/
#
# For more information see the manual pages of crontab(5) and cron(8)
#
# m h dom mon dow command

55 3 * * * automysqlbackup /home/company/mysql_backup/

More about Gestix at Gestix.com.