Knowledge base

Getting Started (1)

Getting Started (10)

• Browser and login
• Navigation
• How to create an order?

View all 10

Orders (8)

Basic Order Processing (13)

• Creating an order
• Return items to stock from order
• How to create an order confirmation

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Order Lines and Editing (9)

• Add sections to order lines
• Move order lines in an order
• Order lines - Paste from Excel

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Inventory Functions (4)

• Lock warehouse to order
• Select allocation of products
• Warehouse and location on order line

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Email and Communication (1)

• How to edit the email text sent with quotes?

Updates and Price Adjustments (2)

• Update a selection of orders with latest product price
• Percentage price adjustment on selected orders

Order Types/Templates (3)

• Creating and using an order template
• Creating new order types
• Update price on template orders

Order Planner (2)

• Order planner
• Task in the order calendar

Mobile Order View (11)

• Purpose of mobile order review
• Creating a new order
• Finding an existing order

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Invoicing and Finance (4)

Invoicing (12)

• How do you create an invoice?
• Partial invoicing
• Invoicing abroad

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Credit Note (4)

• How do I credit an invoice?
• How to credit a paid invoice?
• How do you partially credit an invoice?

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EHF (3)

• Challenges Receiving EHF - Changes to the ELMA / Peppol Register
• How to Send an EHF Invoice?
• Tips for Problems Sending EHF

Finance (5)

• Finance Dashboard for Accountants
• Currency
• Which Batch Is the Invoice In?

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Purchasing (6)

Overview and Basics (4)

• Purchasing - Overview
• Adding Products to a Purchase order
• Purchasing - Options and Useful Information

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Create and Manage Purchases (7)

• Creating a Purchase from an Order
• Creating a Purchase from the Purchase Planner
• Creating a Purchase Manually

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Purchase Price (2)

• Purchase Order - Purchase Price
• Acquisition Cost – Allocation of Purchase Costs

Purchase Planning (4)

• Creating a purchase from the purchase planner
• Purchase planner - Minimum stock and minimum purchase
• Purchase planner - Order statuses

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Warehouses and Locations (4)

• Purchasing - Warehouses and locations
• Purchasing and stocking serial numbers
• Purchasing and stocking batch-managed products

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Import (1)

• Importing purchases into Telaris from a file

Products (5)

Product (12)

• Creating a new product
• Consumer pack - Distribution pack
• The difference between product number and Telaris number

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Product Structure (6)

• Production products - production to stock
• Production products - production to order line
• Product - Structure

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Product Details (9)

• Product card - Tabs
• Product card - Head
• Product card - Options and sales display

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Product List and Export (3)

• Exporting product data
• The product list
• Exporting the product list with stock information to Excel

Discount Matrix (4)

• Overview
• Rules and functions
• Export and import

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Time Tracking (4)

Flexitime Account and Vacation Status Setup (1)

• Vacation and flex balance

Time Tracking Setup (1)

• Setting up time types

Mobile Time Tracking (5)

• Manually against an order
• Manually without an order
• Tracking hours against an order line

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Time Tracking (4)

• Manual time tracking
• Time tracking with clock-in
• Clocking hours to order lines

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Inventory (4)

Goods Receipt (1)

• Goods Receipt

Picking and Picking Lists (2)

• Creating a picking list
• Working with Pick Lists

Warehouses and Locations (8)

• Correcting the stock quantity of a product
• Creating a warehouse
• Creating warehouse locations

View all 8

Stocktaking (5)

• Preparations before a stock count in Telaris
• Managing stock counts in Telaris
• Carrying out a stock count in Telaris

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Price Catalogs (1)

Catalog Import (7)

• Importing a catalogue from a file
• Catalog - Discount groups
• Updating sales prices and update report

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Customers and Suppliers (2)

Customer and Supplier Module (6)

• Creating a customer or supplier
• Duplicate check for customers and suppliers
• Exporting customers/suppliers

View all 6

Customer Details (9)

• Customer types
• Lookup of company registration number and phone
• Delivery addresses and contact persons

View all 9

Settings (6)

Email Sender Domain (1)

• How do I change the sender address on email sent from Telaris?

User Administration (6)

• How to create a new user in Telaris?
• Groups for access and teams
• How to change your password

View all 6

Advanced Settings (7)

• Templates for sending email and SMS
• Restore deleted information
• Sending messages in Telaris

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Financial Settings (5)

• Change default due days
• How to set up a finance manager
• Rounding of amounts

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Product Settings (6)

• Set Fields
• Change the accounting of a product
• Creating manufacturers for products

View all 6

Order Settings (1)

• Order statuses - Overview, creating and editing

Reporting (1)

Standard Reports (1)

• Standard reports

Objects (Tags) (3)

Basic Object Management (4)

• Tags
• Creating a new tag
• Linking a tag to an order

View all 4

Setup and Options for Objects, Individuals, and Tags (3)

• Recurring task and checklist on a tag
• Displaying fields in a tag
• Custom fields

Object/Tag Inventory (1)

• Tag warehouse

Webshop (1)

Configuration (5)

• Webshop Settings
• Categories and hierarchy
• Vipps integration Telaris web shop

View all 5

Quotes (2)

Quotes (2)

• Creating a proposal
• Overview of all proposals

E-signing (2)

• Setup: Verified E-signing
• Verified E-signing

Quality (2)

Workflow Setup (2)

• Setting up a work process on a tag
• Phases and weighting

Create Checklists and Tasks (8)

• The checklist function in Telaris – Background and basis
• 1. Report template type
• 2. Report template - Creating a report template

View all 8

Integrations (4)

WooCommerce online store (11)

• WooCommerce integration - Overview
• Product sync to WooCommerce - products, price and stock
• Attribute management - which fields are synchronised

View all 11

Tripletex API (16)

• Tripletex Integration – Base Module
• Customer and supplier sync
• Personnel synchronisation

View all 16

Mailchimp (5)

• Mailchimp integration
• Mailchimp setup
• How does newsletter sign-up work in the webshop?

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Logistra (7)

• What is the Logistra integration (Cargonizer)?
• Getting started with the Logistra integration
• Setting up freight types

View all 7