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...

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...

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...

Purpose This article explains how user roles and permissions work in the Thulo Logistics Module and how logistics companies...

Purpose This article provides an overview of all Logistics settings that must be configured by Admins before daily operation...

Purpose This guide explains the daily logistics workflow for Staff and Agents using the Thulo Logistics Module....

Purpose This guide explains how customers use the Logistics Portal to prepare shipments, track deliveries, and view invoices...

Purpose This guide explains how Admins monitor, control, and oversee logistics operations in the Thulo Logistics Module....

Purpose This guide explains how Admins manage billing, tracking visibility, and reporting within the Thulo Logistics Module....

Purpose This article explains how staff create a Shipment as part of the logistics delivery process....

Purpose This article explains how staff create a Locker Package in the Thulo Logistics Module....

Purpose This article explains how staff process a Locker Package after it has been created, including invoicing, payment han...

Purpose This article explains how Pickups are created and approved in the Thulo Logistics Module....

Purpose This article explains how staff create a Consolidation in the Thulo Logistics Module....

Purpose This article explains how staff process a Consolidation after it has been created in the Thulo Logistics Module....

Purpose This article explains how staff process a Shipment after it has been created, including invoicing, payment handling,...

Purpose This article explains how customers create a Pre-Alert in the Thulo Logistics Module....

Purpose This article explains how customers create and manage Recipients in the Thulo Logistics Module....

Purpose This article explains how the Public S...

Purpose This article explains the Shipping Policies Page in the Thulo Logistics Module and how it is used to...

Purpose This article explains how Admins configure Office Groups in the Thulo Logistics Module....

Purpose This article explains how Admins configure Agency Groups in the Thulo Logistics Module....

Purpose This article explains how Admins configure Shipping Companies in the Thulo Logistics Module....

Purpose This article explains how Admins configure Package Types in the Thulo Logistics Module....

Purpose This article explains how Admins configure Shipping Modes in the Thulo Logistics Module....

Purpose This article explains how Admins configure Shipping Time options in the Thulo Logistics Module....

Purpose This article explains how Admins configure Logistics Services in the Thulo Logistics Module....

Purpose This article explains how Admins configure Countries in the Thulo Logistics Module....

Purpose This article explains how Admins configure States in the Thulo Logistics Module....

Purpose This article explains how Admins configure Cities in the Thulo Logistics Module....

Purpose This article explains how Admins configure Payment Terms in the Thulo Logistics Module....

Purpose This article explains how Admins configure Tracking and Invoice Settings in the Thulo Logistics...

Purpose This article explains how Admins configure Default Shipping Information in the Thulo Logistics Module....

Purpose This article explains how Admins configure Tariff Rules in the Thulo Logistics Module....

Purpose This article explains how Admins configure Taxes in the Thulo Logistics Module....

Purpose This article explains how Admins configure Currency Rates in the Thulo Logistics Module....

Purpose This article explains how Admins configure Styles and States in the Thulo Logistics Module....

Purpose This article explains how shipment data is displayed in the Thulo Logistics Module and...

Purpose This article explains how data is displayed on shipping labels in the Thulo Logistics Module and...

Purpose This article explains how Admins manag...

Purpose This article provides a high-level understanding of how the Thulo Logistics Module works....

Purpose This guide helps logistics companies get started with the Thulo Logistics Module....

Purchase Options Purpose The Purchase Options screen allows administrators to configure global settings that control the behavior of the Purchase Management module. These settings affect purchase requests, quotations, purchase...

Units Purpose The Units screen allows administrators to create and manage measurement units used throughout the Purchase module. Units are assigned to items and products to define how quantities are measured during purchasing,...

Commodity Groups Purpose The Commodity Groups screen allows administrators to create and manage commodity classifications used throughout the Purchase module. Commodity Groups help organize items into logical categories, making...

Sub Groups Purpose The Sub Groups screen allows administrators to create and manage item subcategories within the Purchase module. Sub Groups provide a more detailed classification structure under Commodity Groups, helping orga...

Approval Settings Purpose The Approval Settings screen allows administrators to configure approval workflows for purchasing transactions. Approval workflows ensure that Purchase Requests, Purchase Orders, Quotations, Purchase I...

Vendor Categories Purpose The Vendor Categories screen allows administrators to create and manage vendor classifications within the Purchase module. Vendor Categories help organize vendors into logical groups and provide predef...

Permissions Purpose The Permissions screen allows administrators to control access to the Purchase module by assigning permissions to specific roles or individual employees. Permissions determine which users can access and perf...

Order Return Settings Purpose The Order Return Settings screen allows administrators to configure the numbering format used for Order Return transactions. These settings control the prefix and sequential numbering that the syst...

Currency Rates Purpose The Currency Rates screen allows administrators to manage exchange rates used within the Purchase module. The system supports both manual and automatic currency rate updates and maintains a history of exc...

Custom Fields Purpose The Custom Fields feature allows administrators to create additional fields for Purchase module records without modifying the standard system structure. Custom Fields enable organizations to capture busine...

Items Purpose The Items screen is used to create, manage, and maintain products, materials, goods, and services used throughout the Purchase module. Items serve as the master product catalog and can be used in Purchase Requests...

Vendors Purpose The Vendors screen is used to create, manage, and maintain supplier records within the Purchase module. Vendors are required for creating purchasing transactions such as Purchase Requests, Quotations, Purchase O...

Vendor Registration Purpose The Vendor Registration feature allows suppliers to create their own accounts through the Vendor Portal. After registration, vendor accounts must be reviewed and approved by an administrator before t...

Vendor Contacts Purpose The Vendor Contacts feature allows organizations to manage individual contacts associated with a vendor. Vendor contacts can access the Vendor Portal, receive communications, submit quotations, manage pu...

Vendor Items Purpose The Vendor Items feature allows administrators to assign specific items to one or more vendors. When the Load Items by Vendor option is enabled in Purchase Options, only the items assigned...

Purchase Requests Purpose The Purchase Request feature is used to create and manage requests for goods or services before initiating the vendor quotation and purchasing process. Once a Purchase Request is approved, it can be sh...

Quotations Purpose The Quotations feature is used to request, receive, manage, and approve vendor pricing proposals for goods and services. Quotations can be created by employees through the Admin Portal or by vendors through t...

Purchase Orders Purpose The Purchase Order feature is used to create and send formal purchase requests to vendors for the procurement of goods and services. Purchase Orders define the items, quantities, pricing, delivery inform...

Purchase Order Details Purpose The Purchase Order Details screen provides a complete view of a Purchase Order, including payment records, reminders, tasks, discussions, notes, attachments, and transaction history. It enables bu...

Convert Purchase Order to Expense Purpose The Convert to Expense feature allows users to create an Expense record directly from a Purchase Order. This helps organizations track procurement-related expenses within the Expense Ma...

Contracts Purpose The Contracts feature allows buyers to create and manage agreements with vendors. Contracts are typically created after a Purchase Order has been approved and are used to formalize purchasing terms, obligation...

Debit Notes Purpose The Debit Notes feature is used to create and manage debit notes issued to vendors. Debit Notes are commonly used to record vendor charges, purchase adjustments, returns, corrections, shortages, damaged good...

Debit Note Refunds and Void Management Purpose The Debit Note Details screen allows users to manage Debit Note status, issue refunds, and void Debit Notes when necessary. These functions help organizations handle vendor adjustm...

Invoice Debited Purpose The Invoice Debited feature allows users to apply a Debit Note against outstanding Purchase Invoices belonging to the same vendor. This reduces the payable amount on the invoice and ensures that vendor c...

Purchase Invoices Purpose The Purchase Invoice feature is used to record vendor invoices for purchased goods and services. Purchase Invoices can be created from Purchase Orders, Contracts, or directly from available items. Thes...

Purchase Invoice Payments and Applied Debits Purpose The Purchase Invoice Details screen allows users to apply vendor Debit Notes to reduce invoice balances and record payments against Purchase Invoices. These features help org...

Order Returns Purpose The Order Returns feature is used to return purchased goods to vendors after delivery. Return Orders can be created for fully delivered Purchase Orders and must comply with the vendor's configured return p...

Delete Order Return Purpose The Delete function allows users to permanently remove an Order Return record from the system when it is no longer required or was created by mistake. Delete Order Return Ste...

Order Return Refunds Purpose The Refund feature allows buyers to record refund payments received from vendors for returned purchase orders. Multiple refunds can be created until the full return amount has been refunded....

Purchase Reports Purpose The Reports section provides purchasing analytics and operational insights across Purchase Orders, Purchase Invoices, item costs, vendor performance, and procurement spending. Report data can be filtere...

Vendor Portal Dashboard Purpose The Dashboard provides vendors with an overview of purchasing activities and transaction statistics. Information Displayed The Dashboard displays statistics related to...

Vendor Portal Contracts, Purchase Invoices and Order Returns Contracts Purpose The Contracts menu allows vendors to view contracts created by the Admin Portal, electronically sign contracts, and communicate with buyer...

General Settings Purpose The General Settings page is used to configure numbering sequences, document prefixes, shipping information, default document content, PDF branding, recurring invoice schedules, and Vendor Portal behavi...

Purchase Invoice Approval Purpose The Purchase Invoice Approval process is used to review and approve Purchase Invoices before payment is made. Approval workflows help ensure purchasing controls and authorization requirements a...

Sign Approval Process Purpose The Sign Approval Process allows designated approvers to electronically sign transactions instead of using a standard approval action. This feature provides digital confirmation and authorization f...

One Person Approval Workflow Purpose The Only 1 Person Needs to Approve the Transaction option allows organizations to complete an approval process when any one of the assigned approvers approves or rejects the...

Payment Request Approval Purpose The Payment Request Approval process is used to review and approve payments created against Purchase Invoices before the payment is finalized. This helps organizations maintain financial control...

Select Approvers on Purchase Order Form Purpose The Select Approvers on Purchase Order Form feature allows users to choose approvers directly when creating or editing a Purchase Order, without relying solely on...

FAF Request (Financial Approval Form) Purpose A FAF (Financial Approval Form) is used to obtain financial and management approval before creating or proceeding with a Purchase Order. The primary objecti...

SMS Notifications for Vendor Registration and Contract Signing Purpose Starting from Version 1.7.9, the Purchase module supports SMS notifications for: New Vendor Registration...