WebUI How-Tos and Tutorials

A Beginner's Guide to metasfresh
Accounting
- How do I create a trial balance?
- Where can I find an overview of all unbooked documents?
- Accounting Data Export (DATEV)
  - How do I export accounting data? (DATEV Export)
- Billing
- Dunning
- Receivables and Payables
  - Where can I find an overview of all matchable invoices?
  - Incoming Payments (Accounts Receivable)
CRM
Contract Management
Counter Documents
Customer Service
- Complaints Handling
  - How do I handle customer returns?
- Repairs
Data Management
- Data Export
  - How do I export selected data entries?
  - Product Data Export
    - How do I export product data into an *.xls file?
- Data Import
  - Data Import to metasfresh
  - How do I add an import format?
  - How do I add a new data import entry?
  - Useful tips for creating an import file (*.csv and *.txt)?
  - How do I add custom format fields to an import format? (System Administrator)
  - Bank Statement Data Import
    - Format example for importing bank statement data
    - How do I import bank statement data?
  - Business Partner Data Import
    - Format example for importing business partner data
    - How do I import business partner data?
  - Chart of Accounts Data Import
    - Format example for importing chart of accounts data
    - How do I import chart of accounts data?
  - Custom Data Entry Import
    - Format example for importing custom data entries
    - How do I import custom data entries?
  - Discount Schema Data Import
    - Format example for importing discount schemas
    - How do I import discount schemas?
  - Postal Data Import
    - Format example for importing postal data
    - How do I import postal data?
  - Product Data Import
    - Format example for importing product data
    - How do I import product data?
  - Replenishment Data Import
    - Format example for importing replenishment data
    - How do I import replenishment data?
  - User Data Import
    - Format example for importing user data
    - How do I import user data?
- Data Input
- Multilingual Data Management
  - How do I translate data entries?
  - How do I manage document texts in multiple languages?
Document Management
- How do I complete a document?
- Document Sequence Numbers
- Document Types
  - How do I define a new document type?
- Edit Documents
  - How do I place manual text on documents?
  - How do I place manual text at the beginning and end of documents?
- File Attachments
Emails and Outbound Documents
Logistics
- Empties Management
  - Empties Receipts
    - How do I receive inbound empties?
    - How do I reverse an empties receipt?
  - Empties Returns
    - How do I return empties?
    - How do I reverse an empties return?
- Tour Planning
Marketing
Master Data
- Bank and Account Data
  - How do I configure IBANs? (System Administrator)
- Bill of Materials (BOM)
- Business Partner
- Calendar
  - How do I add a new calendar?
  - How do I add new calendar periods?
- Currency
- Product
  - How do I add a new product?
  - How do I assign a price to a product?
  - How do I link a product to a business partner?
  - How do I set a current vendor for a product?
  - How do I add a grouping product?
  - How do I create a service product?
  - How do I add a temporary promotional price for a product?
  - Packing Instructions
  - Product Category
    - How do I add a new product category?
    - How do I set a parent product category?
  - Product Description
  - Product Labels
    - How do I create a product label with custom data?
  - Product Proposals
  - Sales & Purchasing Block on Products
    - How do I block products for sales and purchasing?
  - Units of Measure (UOMs)
    - How do I convert UOMs?
- Warehouse Management
Materials Management
- Material Schedule
  - How do I set up product planning?
Pricing
- Prices
  - Concept
    - What is the difference between a pricing system and a price list?
  - Price Campaign
    - How do I run a special price promotion?
    - How do I authorize customers to participate in special price promotions?
  - Price Definition
  - Price List Schemas (Copy Product Prices)
- Pricing Conditions
  - Pricing conditions in metasfresh
  - Discounts
    - Discount types in metasfresh
    - How do I give discounts on individual products (order line discounts)?
    - How do I copy discount lines from one discount schema into another?
    - Compensation Groups
      - How do I give discounts/surcharges on compensation groups (order line group discounts)?
    - Configuration (Discount Schema)
  - Enhanced Pricing
    - How do I manage product and partner-specific prices?
- Value-Added Tax (VAT)
  - How do I add a new tax rate?
Project Management
- How do I create a new project?
- How do I add a new project type?
Purchase
Sales
- How do I enter a sales order?
- How do I create a shipment for a sales order?
- How do I create an invoice for a sales order?
- How do I void a sales order along with all related documents?
- How do I find out the short-term availability of products in sales orders?
- Catch Weight Management
  - How do I process sales orders with weight-dependent products? (Catch Weight Management)
- Compensation Groups
- Order Checkups
  - How do I generate order checkups?
  - How do I activate automatic order checkups? (System Administrator)
- Order Picking (Picking Terminal)
- PayPal Plus
  - How do I use PayPal as payment rule for sales orders?
  - Setup
    - How do I set up PayPal Plus for metasfresh?
- Sales Partners
- Setup
  - How do I automatically set the date promised in an order to a certain number of days after the order date? (System Administrator)
- Shipping
  - How do I create a sales order for shipping?
  - How do I set up a default shipper for customers?
  - Shipping and Freight Costs
    - How do I enter a sales order with fixed shipping costs?
    - Setup
  - Transport Orders and Shippers
    - How do I create a transport order?
    - How do I configure a shipper?
System Administration
- Processes
  - How do I create a process (menu action)? (System Administrator)
Workflow
- Manufacturing
  - How do I create a manufacturing order?
  - How do I produce a product?
- Purchase
  - Workflow - Purchase Order to Invoice
- Sales

View source file on GitHub.com