Project activity is a feature that allows you to monitor project activity. It is possible to prevent customers from seeing project act...

This article explains how to create invoices for projects within Thulo Cloud and the different options available fo...

The Thulo Cloud Finance Overview provides a comprehensive view of all logged project timesheets and associated expe...

This guide explains how to create and configure new projects in Thulo Cloud....

This article explains how to view and add timesheets for project tasks in Thulo Cloud....

This article explains how to link invoices to projects in Thulo Cloud, offeri...

Thulo Cloud's project management features empower you to streamline your workflow and boost client collaboration. H...

The tariff fee will be automatically applied based on the actual weight or the volumetric weight, whichever is greater. Tariff fee will be cal...

To display the tracking page in the customer portal, go to Logistic -> Settings -> Tracking Page -> check the checkbo...

Displays detailed information about policies related to shipping products or services to customers. This page helps customers understand the terms, procedures, times, costs, and other conditions related to the delivery process. To enter co...

Step 1. Go to Consolidated menu under Logistic module → select Create Consolidation...

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Note: we will not create invoice for consolidation, because locker package and shipment already create invoice. Step 1....

In case you want to generate transactions in other than the default currency, you will need the currency rate....

Step 1. Create invoice for shipment to request payment from customer Go to Shipping menu -> select a shipment and select...

CREATE PICKUP Emplpoyee and Customers can create pick up to convert to shipment. Here's how: Step 1. Login customer portal --> select Logistic --> selec...

Each customer has a separate recipient file, the recipients are used in the Shipment, Consolidation creation page. Step 1. Log in to customer portal → select...

Step 1. Create invoice for package to request payment from customer Go to Locker Packages menu -> select a package and select...

This is the default data, this setting u...

CREATE A PACKAGE Step 1. Go to the Settings menu under the Logistics module on the left sidebar → select...

Customers create pre-alerts and send them to the admin portal. Staff will convert them into locker packages. Step 1. Add customer admin: g...

In this section, you will manage staffs, customers and drivers....

Configure some default information for the Shipping Information section in the Add/Edit pages of package, shipment, pickup and consolid...

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This data is used for the Default shipping info setting and the ”Payment Terms” field in the creation page of Locker Package, Shipment, Consolidated.  ...

This data is used for the "Origin" field and "Destination Country" field of the Shipping Rates List setting. And it is also used for the "Country" fie...

Create a list of cities to use for the "Destination City...

This data is used for the "State" field of Cities setting and the "Destination State " field of Shipping Rates List setting...

This data is used for the “Logistic Service...

This data is used for the “Delivery status...

This data is used for the “Delivery time...

This data is used for the “Service Mode...

This data is used for the “Type of packaging" field in the creation page...

This data is used for the “Courier company” field in the creation page of Locker Package, Shipment, Consolidated. And it is also used for Default shi...

This data is used for the “List of Agencies” field in the creation page of Locker Package, Shipment, Consolidated....

This data is used for the “Office of origin” field in the creation page of Locker Package, Shipment, Consolidated...

To use these features, you need to update your system to version 1.5.1. 1. We have added the Inventory menu: This screen onl...

Currency Rate refers to the exchange rate used to convert between different currencies in the system. This feature allows you to define and manage the conversion rate between foreign currencies...

You can receive email for products that are about to expire. To receive email for near-expiry, here's how: + First, you need to go to Cron Job and enable cron job for Inventory, then enter the auto send ema...

STOCK MOVEMENT SUMMARY ...

In case you are activating the Purchase module, and the purchase order currency is different from the system currency. Normally, the inventory receiving voucher created from a purchase order will automatically be converted to b...

If your process has multiple approvers, when you enable the "Only 1 person needs to approve the transaction" option, your transaction will only need approval from 1 person. Here's how:  1. Go to Inventory m...

Custom imperial measurements : To create custom imperial measurements for the Width, Height Leng, Volume and Weight fields in the Packing list, You go to Settings under the Inventory module -> Selec...

CREATE A SHIPMENT Step 1. Go to the Settings menu under the Logistics module on the left sidebar → select...

Function to automatically generate serial numbers is used for inventory receiving vouchers. There are 2 following cases...

Automatically generate batch numbers: used to automatically generate Lot numbers in Inventory receiving vouchers. 1. Activate the automatic Lot number generation mechanism Go to Set...

1. Enter Number padding zero's for prefix formats  Go to Setup -> Settings -> Finance -> Genera...

The Inventory module allows you to configure minimum inventory for each product and product variant, and the system will automatically send email alerts to the selected person. - Step 1. First, go to Setup ...

It is currently not possible to declare  for each variant product while creating or import variation product. We can only update prices when variation product are available.  Have 2 ways to change the price of some vari...

Step 1. Find file: modules/warehouse/models/Warehouse_model.php and find function "get_print_barcode_pdf_html"...

Display available quantity of item on Sales/Invoice...

How to display  [(Rate)] - [Description] on the Invoice while selecting the item...

Go to Settings menu under the Inventory module  --> select General menu --> select Receiving & Delivery tab -> Enab...

The serial number management page: manages all transactions related to that serial number, such as: Inventory receiving voucher, Inventory delivery voucher, Internal deliv...

Stock Summary Report The Stock Summary report displays the deta...

Inventory history: records all transactions related to changes in product inventory: “Inventory receiving voucher”, “Inventory delivery voucher”, “Internal delivery note”, “Loss & Adjustment”....

Used to export stock from purchase return order or inventory receiving voucher.  Create Delivery Return Purchasing Goods...

Used to import stock from sales return order of customer or delivery notes.  Create Receipt Return Order...

A quantity adjustment is made when the recorded stock does not match the actual available stock in your warehouse. You'll be able to record stock for lost or adjustments increase.  Create Loss & Adjustment Step 1.  Cre...

Create approval workflows for types: Inventory receiving voucher, Inventory delivery voucher, Internal delivery note, Loss & adjustment, Packing list, Order return...

Used to move items from one warehouse to another. Create an internal delivery note Step 1.  Create approval process for internal delivery note ( if ...

Create Packing list  An Inventory delivery voucher can be created one or multi packing list until the quantity is full. Step 1.  Create approval process for packing list ( if ...

Send a delivery note to customer Step 1. View Inventory delivery voucher detail by click Inventory delivery voucher code hyperlink -> click ...

Update inventory delivery voucher Only unapproved inventory delivery voucher can be edited. To be able to change the serial number, you need to create an approval process for the inventory delivery voucher. St...

Create Inventory Delivery Voucher You can create inventory delivery voucher by selecting invoice or available items or Purchase order ( if "It is mandatory to select a Purc...

Step 1. View Inventory receiving voucher detail by click Delivery docket code hyperlink ...

Create Inventory Receiving Voucher You can create inventory receiving voucher by selecting purchase order or available items.  Step 1. Create approval process for...

Step 1. Go to the Inventory module in the left sidebar and select Items menu Step 2. Hover over th...

To edit tag: Go to Setup-> Settings-> Tags -> Edit and click [Save Settings]...

Clone items  Step 1. Select the items to be cloned and press Bulk action....

Used to update information of multiple items at the same time.  Step 1. To export all the data of Items -> select the function to display the number of items on 1 page: “All”  →  Select all items → click...

Prepare data: Go to Settings menu under Inventory module from the left sidebar -> Select the General menu -> Select Items tab -> Select the information to display when printing barcodes. ...

Step 1. When creating inventory receiving voucher or adding opening stock or import opening stock to an item, you must enter an Expiry Date...

Used to update or add the serial number to an items.  Step 1. Go to  Items menu under Inventory module from the left sidebar  Step 2. Cl...

Add Opening Stock Step 1: Hover over the item to add opening stock-> click hyperlink "Add opening stock" ...

Import Item  To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below. Step 1....

Import variation product  Import product variation function allows you to import the variation product...

This items to use for: sale, purchase, inventory, manufacturing. Create Item To create an item:  Step 1. Go to the Inventory module in the left sidebar and select ...

All related data: Inventory receiving voucher, Inventory delivery voucher,Packing list, Internal delivery note, Loss & adjustment, Inventory history will be deleted. Tasks related to Inventory receiving , Inventory...

Users can access the modules based on their permission.  Admin: has unrestricted access to all the modules. You as an admin, can assign permission for role or specific employees. Add Permission ...

Step1. Go to Settings menu under Inventory module from the left sidebar. Step 2. Sele...

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Add New Custom Field  To add a new custom field to your organization: Step 1. Go to Setups menu...

This data will be used for the Unit combobox in Add/Edit Item page.  Add New Units  To add a new unit to your organization: Step 1. Go to Settings menu under...

This data will be used for the Sub Group combobox in Add/Edit Item page.  Add New Sub Group  To add a new sub group to your organization: Step 1. Go to Settings menu...

This data will be used for the Commodity Group combobox in Add/Edit Item page.  Add New Commodity Group  To add a new commodity group to your organization: Step 1. Go to Settings ...

This data will be used for the Commodity Type combobox in Add/Edit Item page.  Add New Commodity Type To add a new commodity type to your organization: Step 1. Go to Settings ...

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Go to Settings menu under Inventory module from the left sidebar -> Select General Settings -> Shipment tab...

Go to Settings menu under Inventory module from the left sidebar -> Select General Settings -> PDF tab...

Go to Settings menu under Inventory module from the left sidebar -> Select General Settings menu -> Receiving-Exporting return order -...

Go to Settings menu under Inventory module from the left sidebar -> Select General Settings -> Receiving & Delivery tab The data set in the t...

Item SettingsGo to Settings menu under Inventory module from the left sidebar -> Select General Settings -> Items tab...

You can add warehouse where you keep the goods. You can choose a warehouse to export (sell) or receive (purchase) goods. You can also move inventory between warehouses. Add New Warehouse...