- Knowledge Base
- Purchasing & Sales Manager
- Initial Setup For Purchasing & Sales Manager
-
FAQs
-
Activation Process
-
One Pagers
-
Document Request Manager
-
Settings- Company Settings
-
Settings- Company Users Email & Security
-
Supply Chain Manager
-
Product Check Manager
-
Internal Document Manager
-
Production Models
-
Supplier Manager
-
Settings- Manage Products
-
Supplier Questionnaire Manager
-
Supplier Check Manager
-
Supplier Document Manager
- Tool Documentation
- Initial Setup of Supplier Document Manager
- Creating A Supplier Document Template
- Building The Document
- Approving The Document Internally Before Sending Out
- Delete Documents
- View Selected
- Sharing A Document With Suppliers To Sign Off
- Exceptions
- Sign Off Review
- Viewing A Customer Document
- Sign Off The Document
- Assign Responsibility
- Delete/Reject Selected
- Receiving & Viewing An Exception
-
Risk Assessment Manager
-
Incident Manager
- Tool Documentation
- Initial Setup
- Create Incident Forms – Supplier & Customer Confirmations
- Edit Incident Forms – Supplier & Customer Confirmations
- RASFF Notifications
- Create An Incident From The RASFF Notifications
- View Incident
- Edit Incident
- Share An Incident
- View Company Incident Shares
- View Responses From Supplier
- Request More Info
- Respond To Incident/Confirm/Close Out Incident
- Supplier Side Incident Manager
-
Remote Audit Manager
-
Specification Manager
- Tool Documentation
- Initial Setup For Specification Manager
- Creating Specification Templates
- Creating And Managing Company Specifications
- Creating and Managing Collaborative Specifications
- Creating and Managing Ingredient Specifications
- Sharing and Managing External Specifications
- Providing Customer Access To Linked Specifications
- Managing Specification Exceptions
- Viewing Specifications On The App
-
Customer Complaint Manager
-
Internal Check Manager
-
Workflow Manager
-
Stock Manager
-
Forecast Manager
-
Order Manager
-
Meeting Notes Manager
-
Customer Tool Guides
-
Traceability Manager
-
Supplier Audit Manager
- Tool Documentation
- Initial Setup
- Building A Custom Audit
- Using And Completing An Audit
- Update An Audit
- Request An Internal Review
- Mark Audit As Complete
- Notify Team Members
- Send PDF Report
- Export Full Audit Table To PDF
- Export Full Audit Table To Excel
- Recall Audit
- Reopen Audit
- Managing Activity Subscriptions
- Supplier Provided Audits
-
Purchasing & Sales Manager
-
Visit & Audit Schedule
-
Formbuilder
1.3. Import / Export
Once templates have been created it is possible to both export the product quantities out to excel and import this back into the system, supporting easy of update. This is only possible for products which have already been added to the template (new items will be ignored) and must be done one template at a time. This can be completed from the Templates screen or from within the template as shown below:
Step 1: Import/Export Clicking Export will download an excel file where you can update the quantity and re-import into the system, by clicking Import and choosing the file you have updated:
