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- Information for firewalls and proxy servers.
Introduction In larger companies, it is quite common to use firewalls and proxy servers to access the Internet. Below is listed the required PlanManager accesses. Access Do not ... - How can I mark delivered parts as received?
The follow up of your orders can be made through the deliveries menu on top of the claims screen. By using the filter on the ... - How do I send a quote?
Introduction Since its release in June 2016, it is possible to send quotation requests to different suppliers as an easy way to get the best price ... - Apply a discount to an invoice
Introduction In PlanManager discounts are granted based on discount schemes. There are two types of discount schemes. The credit note discount scheme will create a credit note ... - How can I export my invoices again?
PlanManager allows you to export your invoices to your accounting software. Internally, PlanManager keeps track of which invoices have already been exported to avoid accidentally exporting ... - Additional filter logistics report
As of this release, it will be possible to also filter by type in the logistics report. You can find this report by going in PlanManager to Report - Operational - Logistics. The filter appointment type has been added here. The appointment type itself can be indicated in the logistic popup in the file. In the file click ...
