Accounting Accounting transactions Chart of accounts Transaction locks Currencies and exchange rates Incoterms Reporting tags Accounting configurations
Talents and Users Introduction – Talents and users Edit user information Validate talent email Security groups Departments, positions and shifts
Planning Introduction – Planning Inventory planning Shipment planning Project planning Create a purchase order from planning Create a manufacturing order from planning Planning configurations
Inventories Introduction – Inventories Make an inventory adjustment Warehouses and locations Assign a location More actions on inventories Inventory conditions
Goods Receipts Introduction – Goods receipts Receive goods Delete a goods receipt More actions on goods receipts Goods receipts statuses Weighing section Checklists for goods receipts Goods receipts configurations
Shipments Introduction – Shipments Ship inventory Packing slips Checklists for shipments Shipments statuses More actions on shipments Shipments configurations
Value Streams Introduction – Value streams Work time – manual vs automatic Work time management on a card Configure the value stream Configuring a step in the value stream
Operations Board Introduction – Operations board Use the operations board Card overview Search for a card in the operation board Perform batch operations Group cards in the operations board Send cards in production Consume inventory in a card Produce inventory in a card Time management on cards Checklists for card steps More actions in the operations board Operations board configurations
Projects and Cards Introduction – Projects and cards Project and card types Create a card Create a card from a production recipe Copy a card Group cards Plan inventory production in a card Plan the steps for a card Plan inventory consumption in a card More actions on projects and cards Card status Selling price & cost price Projects (BETA) Projects and cards configurations
Purchase Orders Introduction – Purchase orders Issue and send a purchase order Receive from a purchase order Distribute costs in a purchase order Add a bill to a purchase order Change the unit of measure of a purchase order line item More actions on purchase orders Purchase order statuses
Sales Order Introduction – Sales order Reserve inventories Manage reservations Create a manufacturing order from a sales order Schedule shipment from a sales order Schedule releases Add an invoice Change the unit of measure of an ordered item Markups and discounts management in sales orders Tax management in sales orders Sales order statuses More actions on sales orders Sales orders configurations
Items Introduction – Items Sale tab Purchase tab Inventory tab Production tab Planning tab Update an item unit cost Inventory management Hazardous materials management Items configurations
Customers and Vendors Introduction – Customers and vendors Link/unlink a customer and a vendor Merge duplicates Activate/deactivate a customer/vendor Contact persons Billing and shipping addresses Price lists for customers More actions on customers/vendors Customers/vendors configurations
Sending emails in Alix Introduction – Sending emails Enable email sending Best practices for sending emails Field index for email templates Possible errors when sending
Settings Introduction – Settings SSO authentication Sandbox Addresses Checklists Labels Field index for labels
Subscription ALIX Plans Activate subscription after free trial period Update payment information Update plan Change user limits