The business menu is where you configure and set up your business.
The admin menu is for creating new businesses (business units) and for managing your users.
You can control what menus your users see and what they can do by managing their permissions.
Now you have your divisions created, we recommend you add your users to them. You can do this by heading to Admin > Settings. Scroll down to the ‘Create User’ section and see where you can add users from the wizard, manually or bulk import them. The thing to remember here is that it’s a 3-step process:
There is a lot to learn around permissions and roles but to start with, at least get the users assigned to the divisions.
Read the help article on users to understand how to add and configure users.
You can pretty much achieve anything with our approvals but remember the key principles:
GRN’ing (goods receipting) an order is very simple. Tick it in the purchase orders list and then click GRN. Now follow the steps on the screen. You can GRN the same order over and over – negative and positive quantities. Ultimately you are trying to get to a zero balance on each line and a grey truck icon.