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W3P - Walkthrough (GUI) PDF
W3P - Walkthrough (GUI) PDF
W3P - Walkthrough (GUI) PDF
I. Login
User Credentials
- Maintained per company account.
- First step is to register an entry of which company will participate in the exchange.
- This can be done in admin page or through SOAP.
Note:
* User ID will be retained if the 'Remember Me' is enabled
II. Forgot Password
Upon successful password reset, the new password will be sent to the inputted email.
III. Account
User accounts can be managed independently through the W3P system.
A. Filter
B. List
i. Desktop
ii. Mobile
Note
Table format for mobile mode:
V. Sales Report
i. Filter
ii. List
Note:
Table format is:
iii. Detail
B. Sales Transaction
i. Filter
ii. List
Note:
Table format is:
A. Stock Adjustment
i. Filter
ii. List
a. Desktop
b. Mobile
Note:
On mobile mode table format
i. Filter
ii. List
a. Desktop
b. Mobile
Note:
On mobile mode table format is:
Transaction Date Total
From Warehouse – To Warehouse
Reference Code (If exists) – Reference No (exists)
iii. Detail
C. Stock Count
i. Filter
ii. List
a. Desktop
b. Mobile
Note:
On mobile mode table format is:
Transaction Date – Warehouse(if exists) Total
Reference Code (If exists) – Reference No (Status)
iii. Detail
D. Stock Status
i. Filter
ii. List
Note:
* Table format is:
Product ID – Product Name Quantity
Warehouse: Warehouse(If exists)
Lot No: Lot No(If exists)
VII. Master Records
Note:
Only items with updates and items that were created after the W3P setup will be displayed
If record is not active, then record has been deleted in WebPOS / SAP. Adding the record again makes it active.
Third Party ID's are shown in parenthesis if different from primary id
A. Account Master
i. List
a. Desktop
b. Mobile
Note:
On mobile mode table format is:
Account ID (Third Party ID (If exists))
Name: Account Name (If exists)
Active: Active Flag (Y/N) (If exists)
Memo: Memo (If exists)
Updated by: Updated By (If exists)
Updated on: Updated Date (If exists)
ii. Detail
B. Product Master
i. List
a. Desktop
b. Mobile
Note:
* On mobile mode table format is:
Product ID (Third Party ID (If exists))
Name: Product Name (If exists)
List Price: List Price (If exists)
Active: Active flag (Y/N)
Memo: Memo (If exists)
Updated by: Updated By (if exists)
Updated on: Updated On (if exists)
ii. Detail
C. Site Master
i. List
a. Desktop
b. Mobile
Note:
On mobile mode table format is:
Site ID (Third Party ID(if exists))
Name: Site Name (If exists)
Active: Active Flag (Y/N) (If exists)
Memo: Memo (If exists)
Updated by: Updated By (If exists)
Updated on: Updated Date (If exists)
ii. Detail
VIII. Search Forms
A. Search User
This page enables the searching of all Users in the company
B. Search Product
This page enables the searching of all Products in the company