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Access ALIX

FAQ

How does list searching work
How to search for an item when adding it to a sales order or purchase order
How to add a link in the comments

Accounting

Accounting transactions
Chart of accounts
Transaction locks
Currencies and exchange rates
Incoterms
Reporting tags
Accounting configurations

IT Hardware

IIoT scales
Dymo printer
Zebra printer
Tablet and cellphone

Integrations

Zoho Books integration
Zoho Books configurations
Zoho CRM integration
Customer Synchronization with Zoho CRM
WooCommerce configurations
Shopify integration
Shopify configurations

Analytics

Connecting with an analytic tool
Index of analytic tables

Equipments

Introduction – Equipments
Configure equipment in a value stream step

Talents and Users

Introduction – Talents and users
Edit user information
Validate talent email
Security groups
Departments, positions and shifts

Time Stamp

Introduction – Time stamp
Adjust employee work hours
Choose shift on punch

Planning

Introduction – Planning
Inventory planning
Shipment planning
Project planning
Create a purchase order from planning
Create a manufacturing order from planning
Schedule (BETA)
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
Planned consumptions
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
Purchase order statuses
More actions on purchase orders
Purchase orders configurations

Invoices

Introduction – Invoices
Invoices
Bills

Sales Order

Introduction – Sales order
Reserve inventories
Manage reservations
Create a manufacturing order from a sales order
Create a purchase 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
Tool tab
Update an item unit cost
Inventory management
Hazardous materials management
Item groups
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
Configure email templates
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

Getting Started

Welcome
How ALIX works
Access ALIX
Navigating ALIX
User Profile
Guided Tour
ALIX AI agent

English
- Français
Access ALIX

Getting Started

Welcome
How ALIX works
Access ALIX
Navigating ALIX
User Profile
Guided Tour
ALIX AI agent

Subscription

ALIX Plans
Activate subscription after free trial period
Update payment information
Update plan
Change user limits

Settings

Introduction – Settings
SSO authentication
Sandbox
Addresses
Checklists
Labels
Field index for labels

Accounting

Accounting transactions
Chart of accounts
Transaction locks
Currencies and exchange rates
Incoterms
Reporting tags
Accounting configurations

Sending emails in Alix

Introduction – Sending emails
Enable email sending
Configure email templates
Best practices for sending emails
Field index for email templates
Possible errors when sending

Talents and Users

Introduction – Talents and users
Edit user information
Validate talent email
Security groups
Departments, positions and shifts

Time Stamp

Introduction – Time stamp
Adjust employee work hours
Choose shift on punch

Items

Introduction – Items
Sale tab
Purchase tab
Inventory tab
Production tab
Planning tab
Tool tab
Update an item unit cost
Inventory management
Hazardous materials management
Item groups
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

Sales Order

Introduction – Sales order
Reserve inventories
Manage reservations
Create a manufacturing order from a sales order
Create a purchase 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

Shipments

Introduction – Shipments
Ship inventory
Packing slips
Checklists for shipments
Shipments statuses
More actions on shipments
Shipments configurations

Invoices

Introduction – Invoices
Invoices
Bills

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
Purchase order statuses
More actions on purchase orders
Purchase orders configurations

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

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
Planned consumptions
More actions on projects and cards
Card status
Selling price & cost price
Projects (BETA)
Projects and cards 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

Inventories

Introduction – Inventories
Make an inventory adjustment
Warehouses and locations
Assign a location
More actions on inventories
Inventory conditions

Planning

Introduction – Planning
Inventory planning
Shipment planning
Project planning
Create a purchase order from planning
Create a manufacturing order from planning
Schedule (BETA)
Planning configurations

Equipments

Introduction – Equipments
Configure equipment in a value stream step

Analytics

Connecting with an analytic tool
Index of analytic tables

Integrations

Zoho Books integration
Zoho Books configurations
Zoho CRM integration
Customer Synchronization with Zoho CRM
WooCommerce configurations
Shopify integration
Shopify configurations

IT Hardware

IIoT scales
Dymo printer
Zebra printer
Tablet and cellphone

FAQ

How does list searching work
How to search for an item when adding it to a sales order or purchase order
How to add a link in the comments

View Categories

Use the operations board

From the menu on the left, choose Operations.
Open the Projects panel.
Find the desired project, then click on the chevron on the left at the bottom of the project to display its cards.
Only cards with New status will be visible.
Double-click the button at the top right corner of the card to advance it to the next step on the board.

It is also possible to take the card with the mouse and drag it to the desired step.
When a production step is completed, move the card to the next step until it is shipped.

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Updated on 21-02-25

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