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Access ALIX

Accounting

Transaction locks

IT Hardware

IIoT scales
Dymo printer
Zebra printer

Integrations

Introduction – Integrations
Zoho Books integration

Dashboards

Introduction – Dashboards

Equipments

Introduction – Equipments
Configure equipment in a value chain step

Talents and Users

Introduction – Talents and users
Edit user information
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
Set up manual reorder point by item

Inventories

Introduction – Inventories
Warehouses and locations
Assign a location
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
Schedule a shipment
Ship inventory
Packing slips
Checklists for 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
Perform batch operations
Group cards in the operations board
Send cards in production
Consume inventory in a card
Add work time to a card
Remove work time to a card
Checklists for card steps

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 consumption in a card
Plan the steps for a card
Selling price & cost price
Projects (BETA)

Purchase Orders

Introduction – Purchase orders
Send a purchase order
Issue a purchase order
More actions on purchase orders

Invoices

Introduction – Invoices
Invoices
Bills

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 measurement of an ordered item
Tax management in sales orders
More actions on sales orders
Sales orders configurations

Items

Introduction – Items
Duplicate an item
Create a production recipe
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

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

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

English
- Français
Access ALIX

Getting Started

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

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

Accounting

Transaction locks

Sending emails in Alix

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

Talents and Users

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

Time Stamp

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

Items

Introduction – Items
Duplicate an item
Create a production recipe
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

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 measurement of an ordered item
Tax management in sales orders
More actions on sales orders
Sales orders configurations

Shipments

Introduction – Shipments
Schedule a shipment
Ship inventory
Packing slips
Checklists for shipments
Shipments configurations

Invoices

Introduction – Invoices
Invoices
Bills

Purchase Orders

Introduction – Purchase orders
Send a purchase order
Issue a purchase order
More actions on purchase orders

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 consumption in a card
Plan the steps for a card
Selling price & cost price
Projects (BETA)

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
Perform batch operations
Group cards in the operations board
Send cards in production
Consume inventory in a card
Add work time to a card
Remove work time to a card
Checklists for card steps

Planning

Introduction – Planning
Inventory planning
Shipment planning
Project planning
Create a purchase order from planning
Create a manufacturing order from planning
Set up manual reorder point by item

Inventories

Introduction – Inventories
Warehouses and locations
Assign a location
Inventory conditions

Equipments

Introduction – Equipments
Configure equipment in a value chain step

Dashboards

Introduction – Dashboards

Integrations

Introduction – Integrations
Zoho Books integration

IT Hardware

IIoT scales
Dymo printer
Zebra printer

View Categories

Introduction – Projects and cards

Here are the different actions that can be performed :

Create a card
Create a card from a production recipe
Copy a card
Plan inventory consumption in a card

Learn more about these elements:

Project and card types
Selling price & cost price

The Project module has been improved recently. While waiting for all the features to be transferred, the new module is in BETA mode. To access it, activate the early access of ALIX features.

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Updated on 03-02-25

ALIX 11.2

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