Managing customers, suppliers and items
Master data can be found on the Master data tab. The data model is based on SelectLine.
Partners: customers, suppliers, prospects
Under Stammdaten → Stammdaten you find customers, suppliers, prospects, employees, items and units of measure. On a partner form, under Adresse you find the contact addresses (contact persons) and delivery addresses, each with a default entry. The Historie section shows all document lines for the partner, grouped by document type.
Items
The item form is divided into Items, Sales, Prices, Customer prices, Purchasing, Inventory, Planning, Accounts and Tax, History, Bill of materials, Variants, Attributes and custom fields.
Input aids
- Lookup fields suggest matching entries while typing; … opens the search, Manage… opens the list maintenance.
- Date fields open the calendar with F4 or Alt+↓; h sets today’s date.
- Longer text fields open an editor with formatting via ….
Numbers are assigned only when saving
New or Copy creates a draft; the number field reads „assigned on save.“ The customer, item or document number is only created on the first save. If you cancel, no number is lost — number ranges remain gapless. Drafts are visible only to their creator.
Deletion
netERP never deletes permanently. A deleted record is marked as deleted and disappears from lists, but remains in the database.
Record lock
If you open a record that a colleague is currently editing, netERP reports who is editing it, since when and at which workstation. You can open read-only or cancel. A yellow bar in the form indicates the lock; once the record is free, Edit appears there. Administrators can take over a lock.
