Resetting the stock of all warehouses

When maintaining a large base of articles during several years, it may be convenient to tell the system to ignore past moves relative to a user-specified date.

This procedure will modify the stock readings in article records and inventory reports without removing or modifying any records in the database.

Open the Admin | Parameters menu and edit the usr_stock_date parameter.

inventory-stock-date-zero

Specify the Inventory Beginning Date, in the form YYYY-MM-DD.  This will be the date from which the transactions are to be taken into account for inventory purposes.

In this example, we have a database with about four years of stock transactions and want to make the system consider only transaction from 2014-04-01 onward.

Save the parameter and open the Consistency Check menu.

 

consistency-check

 

Press the “Check all items” button.

check-finished

Press the Progress button to check the progress.

gestix-checking-consistency

 

When finished, get the inventory report. It will show the expected results.

stock1

There are two ways to enter the counting into the system on the new Inventory Beginning Date. One is by entering warehouse receipts or purchases. Another one is to import an excel-csv file with inventory count for each article, using the Data Import menu of the Gestix Enterprise. In this case the default warehouse will be used to enter the stock counts.

Please contact our technical support for more information: http://www.gestix.com

 

 

 

Gestix – Certificados AT (Autoridade Tributária)

O Software Gestix foi objecto de prévia certificação pela Autoridade Tributária e Aduaneira (AT), em 26 de Novembro de 2010. Foram obtidos os seguintes certificados:

Gestix Enterprise Certificado nº 0394 (soluções standard médio a alto porte)

Gestix Business Certificado nº 0395 (soluções standard baixo porte)

Gestix POS Certificado nº 0396 (soluções verticais de ponto de venda e auto-venda)

Gestix Life Certificado nº 0397 (soluções verticais Saúde, Hospedaria e Hotelaria)

A marca Gestix conta com um registo limpo de problemas fiscais com o software, e é exemplar na atempada disponibilização de atualizações aos seus utilizadores, conforme as normais legais em vigor.

Nos países em que não o software em causa não está sujeito a certificação, o Gestix continua a conferir ao utilizador a opção pelo nível de segurança e de controlo mais conveniente para a sua empresa.

 

From the lead to order to purchase to payment: Gestix ERP with CRM

Management

Define the budget for the company

 

Operations

Minimize stock/storage of goods.

Sales Routine:

Capture the lead (manage it, follow it up, and so on up to the quote/cost estimate phase)

Send the quote or cost estimate

Follow up the customer (call him, take note of any comments, gather team to discuss negotiation, and so on.)

Get the order

Purchasing Routine:

Estimate the replenishment needs

Place the purchase order to the supplier/vendor (PO)

On reception of the goods:

Receive the goods from the vendor (validate against the PO)

Deliver to customers

On collection from customers

On payment to suppliers, commissioners, payroll

Conclusion. The preliminary study of the activities of the company is focused in identifying critical factors and providing training guidelines for an efficient coverage of the various activities of the business.

 

How to load item data from CSV file into your ERP software

This example shows how to import data as Attributes assigned to each Article record. Attributes are user-defined fields that extend the ones included in the article record, and can be used in data-analysis and reporting.

Using Attributes to classify items
Using Attributes to classify items

Problem:

Transfer 600 thousand items into Gestix, with part-no, description, and condition, among other data that will be discarded.

The original file looks like this:

article-data-import-the-CSV-file

The PN field is to be stored as the Supplier’s Item Code. The value of the DESCRIPTION column goes to the field with the same name in the Gestix’s Article record, and the value of the MFG field goes to the Family field in Gestix.

The field COND, representing the condition of the part (Factory New, Repaired, etc), is to be stored as an Attribute of the item. The possible values in this case will be:

FN – Factory New

RP – Repaired

AR – As Removed

In order to assign attributes to articles using the Data Import menu of Gestix, the data has to be rearranged so each attributes comes in its own column in the worksheet. The column name will become the attribute name, and the column value for each item will be 1 if the attribute is to be assigned to the item, 0 or blank otherwise. We use the worksheet formulas to aid in this task, and the resulting, modified file looks like this:

Data rearranged
Data rearranged

Then, after saving this file as CSV again, open it from the Gestix, Articles, Data Import menu. Add a new layout for this CSV file (tap the plus sign +).

The Data Import menu in Articles
The Data Import menu in Articles

Then, save it and open it by clicking the row or the small arrow in it.

Finally, set the destination table and fields for each import field (each import field corresponds to a column in the input worksheet). Press the update button between steps, whenever necessary.

aticles-data-import-edit

 

Then press the Test button to preview the results.

Preview the results pressing the Test button
Preview the results pressing the Test button

If the data displayed look correct, go back and press the Import button. Then check the results. Here we listed the new family EMBRAER, and checked it was alright.

Listing the Embraer family of items just transferred from the CSV file
Listing the Embraer family of items just transferred from the CSV file

The Attributes menu display the new attributes just created during the data import process.

The new Attributes were created
The new Attributes were created

And it’s done.

article-details

 

Using Gestix in a Bookstore

The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for book publishers and bookstores.

bookstore-pro-forma-print

First, ensure the Admin | Configuration menu has the “Handle Cover Price” option selected.

bookstore-config

Check the article record Cover Price.

bookstore-item

Make a pro-forma invoice

Gestix for Publishers and Bookstores

 

The whole process handles the cover price independently of the transaction price.

 

APTCC – Associação Portuguesa de Terapias Comportamental e Cognitiva

A APTCC – Associação Portuguesa de Terapias Comportamental e Cognitiva, utiliza o Gestix desde 2006.

É um software fácil de instalar em qualquer sistema, Windows, Mac ou Linux, e só é preciso instalar no computador principal, os outros postos de trabalho funcionam com o programa através de um simples Browser, mesmo em ipad, iphone e smartphones. A versão Cloud é ainda mais simples, basta um acesso à Internet para trabalhar a partir de qualquer dispositivo.

Hoje a equipa administrativa da APTCC recebe um especialista Gestix às 18:48 para resolver um problema que acabou resolvido às 20:20.

O Gestix Enterprise na APTCC
O Gestix Enterprise na APTCC

Um Windows XP com Gestix a faturar há 8 anos precisou de uma intervenção no local.

Não fazia backups do Gestix (dava uma mensagem a dizer que o ficheiro estava vazio), e por vezes ia abaixo quando fazia o SAFT.

Foram feitas duas cópias de segurança no menu Admin do Gestix antes de ser desinstalado o MySQL antigo (versão anterior a 4.1) e instalada a versão corrente, e o problema ficou resolvido.

O Gestix é o único software Cloud a funcionar tanto online como instalado localmente desde 2004 – 10 anos!