OSTENDO

Reference Guide

▼Introduction

▼Global Options

Function Keys Spell Checker Quick Launch Toolbar Related Toolbar Drag and Drop Items Scroll Bar Panel Viewing Options Report Output Options Views Analysis Options Views Chart Options Views Pivot Grid Options

Desktop Views Graphical Views Announcements

▼File

▼System Configuration

▼System Alerts

System Settings

▼User Security and Options

Example of Ostendo Email

Password Strength Licence Key Ostendo Support Detail Cloud Migration Utilities Multiple Companies Copy / Create Company Global Name Change Global Data Merge Global Tax Code Change Item Base Unit Swap Descriptor Base Unit Swap Audit Logging Notifications Logging Run Command Script

▼Financial Configuration

Tax Codes Tax Groups Tax Matrix Payment Methods Payment Method Denominations Payment Accounts Credit Terms Cut-Off Dates Aging Periods Statement Periods

▼Currency Codes

Multi Site Currency Cost Centres

Cost Centre Mapping Cost Centre Mapping by Site Sales Mapping Matrix Labour Mapping Matrix External GL Codes General Ledger Settings

▼Reporting Configuration

Report and View Developer User Report Layouts Reporting Periods Web Reports Web Inquiries Specific Form Layouts Specific Form Messages Specific Email Text Inquiry Drill-Down

▼Scripting Configuration

Script Editor Screen Data Scripts Order Scripts Scripting Preferences

▼Customisation Configuration

Additional Fields Filter Screen Conditions Order Tabs Required Fields System Screen Conditions System Shortcuts Touch Pads Graphical Views User Defined Constants User Defined Tables User Defined Menus User Defined Defaults User Defined Validations User Defined Actions

▼Dashboard Configuration

Dashboard Setup Assign Dashboards

▼Queue Service

Queue Settings Queue Schedule Queue Log

▼Email Services

Auto Emails Email Addresses Email Queries Email Forms Email Form Errors Email Blacklist

API Configuration API Security

▼Desktop Tile Templates

Tile Collections Desktop Tiles

Custom Menu Links Custom Data Screens Switch User Change Company Change Password Active Connections Data Importing Data Exporting Accounting Link Archive Viewer

▼General

▼Company Assets

Company Asset Properties Company Asset Documents Company Asset Images Company Asset History Notes Company Asset Tracking

Cost Centres Cost Centre Transactions Budgets Budget Comparisons Data Spreadsheet Run Any Report Run Any View

▼Knowledge Base

Run Email Query

Document Management Image Management Frequently Used Text Hazards Hazard Groups Hierarchical Structures

Departments Work Times Holiday Dates Company Asset Types Cost Groups Analysis Groups Quote Lost Reasons Spread Factors Service Zones Service Zone Times Standard Units Standard Properties Article Types Article Categories General Rules

▼CRM

Contact Properties

Activity Calendar

Call Centre Documents Location Map

Activity Events Operations Centre

▼Settings

Call Classifications Call Sub-Classifications Call Resolution Codes Pipelines Pipeline Stages Pipeline Actions Call Styles Call Tracking Service Agreements Service Agreement Levels Service Agreement Steps Service Agreement Measures

▼OC Settings

OC Activities OC Activity Descriptions OC Preview OC Relations OC Search OC KPIs OC Statistics OC KPI Indicators

OC Rules CRM Rules

▼Mobility

Introduction ↗Employee Mobility Settings ↗Check Lists ↗Style Templates ↗Style Template Matrix ↗Notify Messages ↗Guide Definitions ↗Find Definitions ↗Guide Packs ↗Find Packs ↗Feature Packs ↗Inquiry Packs ↗Employee Locations ↗Standalone Solutions ↗Data Sheets ↗

▼Settings

Note Names ↗Signature Names ↗Sketch Names ↗Mobility Teams ↗Mobility Team Pooling ↗Fixed Time Template ↗Guide Groups ↗Find Groups ↗Template Groups ↗Statistic Groups ↗Corrective Action Styles ↗Notify Groups ↗Print Names ↗Mobility Outputs ↗Mobility Paths ↗Job Info Fields ↗Planned Job Line Info ↗Customer Info Fields ↗Asset Info Fields ↗Supplier Info Fields ↗Assembly Info Fields ↗Delivery Info Fields ↗Linked Table Info Fields ↗Mobility Captions ↗Mobility Barcode Rules ↗Mobility Rules ↗

▼Labour

Employee Properties Employee Documents Employee Images Employee History Notes

Employees Cost Matrix

▼Labour Codes

Labour Properties Labour Documents Labour Images Labour History Notes Labour Override Times Labour Alternates

Labour Rates Special Employee rates

▼Capabilities Overview

Capabilities Capability Matrix

▼Settings

Rate Levels Rate Scales Rate Scale Matrix Capability Types Blocked Times Blocked Time Descriptions Labour Rules

▼Inventory

Item Properties Item Documents Item Images Item History Notes Item Mobility and Web Item Hazards Item Quantities Item Market Codes Item Nutrition Item Shipper Labels Item Units Item Dimensions Item Barcodes Item Site Master Item Site Settings Item Customers Item Markups

Descriptor Properties Descriptor Documents Descriptor Images Descriptor History Notes Desc Mobility and Web Descriptor Markups

Lists Matrices Serial Kits

Warehouse Properties

Location Properties

Item Batches Inventory Availability Mass Rental Availability

▼Two Bin Stock Control

Two Bin Master Two Bin Replenishment

Inventory Adjustments Inventory Change Inventory Unit Change Inventory Transfer Quick Transfer Location Re-Stock Inventory Count Inventory Labels

▼Container Tracking

Containers Cross Contamination Content Group Matrix Off Site Containers

Inventory and WIP Value Item Forecast Item Daily Forecast Item Add-On Sales

▼Settings

▼Item Traceability

Item Grades Item Sizes Item Colours Item Batches Item Revisions

Categories Sub Categories Feature Groups Location Groups Location Aisles Location Racks Location Rows In Transit Defaults Adjustment Types Adjustment Types by Warehouse Manufacturers Brands Matrix Dimensions Market Codes GS1 Definitions Container Types Container Content Groups Restocking Templates Picking Classes Mass Replacement Item Rules

▼Pricing

Item Pricing Descriptor Pricing Special Pricing Discount Matrix Order Pricing Matrix Item Costing Descriptor Costing Price Inquiry Batch Price Update Price Update from File Batch Cost Update

▼Settings

Price Levels Pricing Groups Pricing Rules

▼Requirements

Inventory Replenishment

▼Create Required Orders

Purchase Requirements Split

Order Inventory Availability Constraint Scheduling Resource Loading Board Graphical Plant View Assignment Profiles Assignment Board Assignment Loading

▼Settings

Loading Indicators Assignment Captions Requirements Rules Assignment Rules

▼Purchasing

Supplier Properties Supplier Documents Supplier Images Supplier History Notes Supplier Contacts Location Map

Supplier Catalogues Supplier Sub-Contractors Supplier Contracts

▼Purchase Orders

Purchase Order Properties Purchase Order Documents Purchase Order Images Purchase Order History Notes

Purchase Shipments Purchase Receipts Purchase Invoicing

▼Settings

Supplier Types Supplier Categories Supplier Regions Supplier Codes Supplier Shipping Methods Supplier Shipping Types Purchase Types Purchase Tracking Purchase Shipment Tracking Purchase Approval Limits Purchase Rules

▼Assembly

▼Bills Of Material

Custom Products Standard Cost Rollup Routing Templates Where Used Inquiry

▼Assembly Orders

Assembly Properties Assembly Documents Assembly Images Assembly History Notes

Assembly Issues Assembly Receipts Assembly Closing

▼Settings

Assembly Tracking Codes Step Names Scrap Codes Configured Markups Item ChangeOver Times Item Setup Groups Assembly Rules

▼Sales

Customer Properties Customer Documents Customer Images Customer History Notes Customer Statistics Location Map

Customer Hazards Customer Mobility Customer Reservations Kitsets

▼Sales Orders

Line Qty Dimensions Sales Order Picking Sales Order Properties Sales Order Documents Sales Order Images Sales Order History Notes Sales Quote Options Location Map

Sales Deliveries Recurring Invoices Direct Invoicing Batch Invoicing Batch Invoice Printing Customer Deposits Customer Payments Bank Deposits Customer Aging Customer Statements

▼Settings

Customer Types Customer Regions Customer Codes Customer Lead Sources Shipping Methods Contract Categories Invoicing Groups Statement Cycles Sales Types Sales Tracking Sales Rules Sales Quote Change Rules

▼POS

▼Point of Sale

POS Deliveries POS Pickups POS Workshop POS Sessions POS End of Day POS History

▼Settings

POS Stations POS Segmented Barcodes POS Rules

▼Service

▼Customer Assets

Customer Asset Properties Customer Asset Documents Customer Asset Images Customer Asset History Notes Customer Asset Readings Customer Asset Reading Names Customer Asset Hierarchy Customer Asset Tracking

Warranty Definitions Service Plans Warranty List Service Confirmations Service Orders Required

▼Settings

Customer Asset Types Customer Asset Service Types Customer Asset Reading Types Confirmation Text Service Rules

▼Jobs

Project Properties Project Documents Project Images Project History Notes

Project Budgets Project Budget Comparisons Task Bills Templates Job Calendar

Line Qty Dimensions Job Order Issues Job Properties Job Documents Job Images Job History Notes Job Quote Options Job Tasks Job Order Resources Job Values Location Map

Job Hazards Job Transactions Job Pending Invoices Job Retentions Job Invoices Job Deliveries Job Budgets Job Budget Comparisons Job Closing

▼Settings

Project Types Job Types Job Type Posting Template Job Categories Job Tracking Task Names Job Rules Job Calendar Rules Job Quote Change Rules

Home › File › System Configuration › Copy / Create Company

Copy / Create Company

This feature will launch the Ostendo Client Configuration Utility application where you can create a new or Copy an existing Continuum Edition database.

← Multiple Companies Global Name Change →

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