Introduction Newbase Next

What are Modules?

What is a Widget?

Organisation in general

Terms by organization name

Wat is person in Newbase?

Difference between contact and person

Use of addresses

Telephone number format

What is a customer project

Pre- post calculation on a customer project

Difference between to be claimed and to be invoiced

Role

Hour type

Cost type

ETA - Estimated Time of Arrival

ETD - Estimated Time of Departure

Difference between a set and a composed product.

What are valuelists?

What is a template?

What is return value?

What is an order proposition?

What are dimensions?

What is a correspondence user?

What is dropshipment / dropshipping

Send login details

Difference start screen - summary screen - edit screen - quick edit

Change / edit name / title of a tab

How to search in Newbase

Create and save your own search

Standard (pre-programmed) list views

Show totals of a list

How to adjust the order of columns in a list

Group data in a list and/or select which colums in a list you want to see

Listview editor - create your own list

Turn a listview into a board view

Add or remove colums within a widget

Duplicate / Copy documents and possibly renew data

Replace data in a selection of records

Navigate to related records

How does file storage work in Newbase? How are pdf files created?

Shortcuts

Webservice / API Newbase

Why don't I see the 'next step' button?

Copy widgets and privileges from role to role

Create organisation

Modify organisation address

Create contact

Modify organisation address (duplicate)

Create a new private contact or create a private contact from an existing person

Create message

Send invoice to department > create department as contact

Check if messages are send

How to create a contact report

Working with taska

How to create a note

Replacing an internal employee at an organization or contact in one go

Create an appointment

There is no email address in a message

Delete contact or set to inactive?

Unable to send a message / email

Import / sychronise emails

Create and send one or more (batch) messages with attachments

Entry screen of a message

Export CRM data such as email addresses and addresses to Excel

Create product group

Link a product to a product group

Can you link a product to multiple product groups?

Create a product

Where to enter of adjust the sales price of a product

Purchase price product: with or without (multiple) supplier(s)

Add stock location to a product > create stock product

Set unit / entity code of purchasing & sales for a product

Add product image

Link product attachment and send automatically

Working with stock finished products (SFP) - producing for stock with an assembly order

How to set the standard purchase price of a product?

Update standard purchase price of existing products

Standard purchase price at a composed product

Consequences of entering standard purchase price afterwords

Does the standard purchase price determine the margin?

Calculation stock value via standard purchase price

Product can only be purchased for stock

Can you change a product code?

Check and allow double (duplicate) product codes / part numbers

Stock value on x date

Create a composed product

Price agreements debtor (per product or per rebate group)

Create of modify commercial description of a product > multiple languages

Create a set of products

Create sales lead

Create sales opportunity

Create sales quotation

Set validity period on sales quotations

Create sales order

Credit sales order

Link a payment phasing to a sales order

Search for payment phasing lines still to be invoiced and create invoices

Modify / adjust existing payment phasing line

Create sales invoice

Booking sales invoices to Twinfield

Credit sales invoice

Delete a sales invoice

Create proforma invoice

UBL (XML) Sales invoice - e-factoring - OIN - HRN number

Link products to a document

How can I see the stock in a sales document?

Create a collective invoice from different sales orders or deliveries (collect invoice lines)

Why is a sales order not found using the query 'to be invoiced'

How does a discount / surcharge work in Newbase?

Re-book a sales invoice to Twinfield or set it to manually booked

Give a sales invoice another date - backdating

Set a sales invoice (partly) to paid manually

Whether or not to print a sales invoice line with number 0

There is no VAT on the order or invoice

Want to link a debtor to a document but cannot find the debtor?

Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?

Whether or not to print a sales invoice line with quantity 0

List of sales invoices with purchase - sales - margin

How is the expiry date of a sales invoice determined?

Check stock within a sales order

Error when booking to Twinfield: ...performance type must be entered

How can you renew / update product data in existing financial sales documents?

Set a sales order to 'paid'

Overview and check payment phasings via listview sales orders

How does drop shipment / drop shipping work in Newbase?

Book purchase invoice to Twinfield

How to create a creditor

Create purchase order via a RFQ (request for quotation)

Create separate purchase order (by for stock)

Create a purchase order via sales order (no stock booking)

Create purchase orders from a selection of sales orders (collect)

Linking a project to a purchase order after goods are received

Cancel a purchase order

Prepay a purchase invoice (pro forma purchase invoice)

Indicate goods that will no longer be received

Book a purchase invoice in a previous year

Purchasing for multiple projects and/or sales orders on one purchase order

Delivery date on a purchase order

How can you see on a purchase invoice line whether a receipt has been linked?

How can you see on a purchase order or receipt whether a purchase invoice is linked?

Stock value list

General informatie goods delivery

Create 1 of more delivery notes

Partial delivery (of composed product)

Print a delivery note / pick list

Search for goods that are still to be deliverd

Deliver more goods than on sales order

Indicate that goods will no longer be delivered

Return delivery of products that have already been issued

Creata a receipt / adjust quantiy on receipt

Separate stock mutation / stock correction

How does stock work in Newbase? Why are products not added to the stock

Search for products / goods still te be received (purchase order to be received)

Set a sales order to 'manually invoiced' (duplicate)

When is a product allocated > what is allocation?

Search for products to be ordered

Difference between hour types and cost types

The order of determining an hourly rate on a project

Change project status

Create a (private) debtor (and choose company)

Link a different debtor to a organization (debtor connection)

Get payments from Twinfield (debtors)

Manually set an invoice to booked or not booked in Newbase

Can you duplicate a purchase order to a purchase invoice?

Search for sales invoices to be reminded via the open sales invoices module

Set debtor or invoice to: do not remind / no reminders

Journal entries

Set debtor to direct debit

Sales invoice always to the same person / contact

Import time lines

Import new products or modify existing producst

Add widgets

Change position of widgets

Give permission to send message from or on behalf of another user

De-block user

Edit role options: rights - privileges - options - searches - required fields

Setting up 2 factor authentication

Setting up Microsoft Office 365 (Mail and Sharepoint)

How can an application manager authorize Microsoft 365 for a user

Before you start setting up reference numbers

Using code at settings reference numbers

What is the program translations?

Editing or creating translations

How do you create a template for a message or a start/end text of a document?

Merge codes in a template

Link attachement to template

Change value lists

General information ledgers

Create of change ledger numbers

Where can you find ledger numbers and what order of ledger numbers is used?

Where can you enter cost accounts?

Create a payment phasing (settings)

VAT codes Newbase - Twinfield

VAT Settings

HTML usage in Newbase

How does currency work within Newbase

Change / adjust a print with parameters or add an extra print

Select another company (for multi-company use)

Message not send / marked as send

Work with a Print template (MS Word)

Customize home screen - add new/additional home screen at top left - add modules

Export user role privileges

Working with stock valuation, difference between standard and average purchase price and where do you set this?

Setting up/arranging serial numbers

Error when booking to Twinfield: ... dimension 2 cannot be empty when dimension 3 is used

Error when booking to Twinfield: ...booking not balanced

Error when booking to Twinfield: ..... cannot be sub analyzed

Error when booking to Twinfield: ....invalid performance country

All Categories
Processes

Sales

Create sales quotation

Create sales quotation

MJA Updated 3 years ago by MJA

There are 3 ways to create a new sales quotation:

From the program sales quotation > click on the button New
Duplicate another document to a new sales quotation, for instance from sales opportunity to sales quotation. Click in the upper right corner on the 'actions' icon within the the document that you wish to duplicate and choose the action you want.
From a contact or another module via the widget ' activit log'. Click on the paperclip icon and choose the document that you want to create.