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Glossary
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
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Hour type
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Difference between a set and a composed product.
What are valuelists?
What is a template?
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What is an order proposition?
What are dimensions?
What is a correspondence user?
What is dropshipment / dropshipping
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Send login details
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Difference start screen - summary screen - edit screen - quick edit
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CRM
Create organisation
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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
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Stock value on x date
Create a composed product
Price agreements debtor (per product or per rebate group)
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Sales
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There is no VAT on the order or invoice
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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
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Set a sales order to 'paid'
Overview and check payment phasings via listview sales orders
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Purchase
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
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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
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How can you see on a purchase order or receipt whether a purchase invoice is linked?
Logistics
Stock value list
General informatie goods delivery
Create 1 of more delivery notes
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Print a delivery note / pick list
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Creata a receipt / adjust quantiy on receipt
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Search for products / goods still te be received (purchase order to be received)
Set a sales order to 'manually invoiced' (duplicate)
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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)
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Get payments from Twinfield (debtors)
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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
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Settings
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Editing or creating translations
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Merge codes in a template
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Change value lists
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Create of change ledger numbers
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Create a payment phasing (settings)
VAT codes Newbase - Twinfield
VAT Settings
HTML usage in Newbase
How does currency work within Newbase
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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
Widgets summary
- All Categories
- Processes
- Products
- Calculation stock value via standard purchase price
Calculation stock value via standard purchase price
Updated
by MJA
Stock value using standard purchase prices (SPP) is calculated by via the SPP on the products and divided by the number of products received through goods receipts.
Because the SPP can change for each receipt, this is a weighted average.
Calculation:
(current technical stock * current standard purchase price)
(number of receipts * purchase price of the receipt) +
-------------------------------------------------- ------
addition / (current technical stock + number of receipt)
This produces a weighted average.
The SPP per unit only changes if it concerns a goods receipt for a stock order, so not if it concerns a receipt on an order based on a sales order or a project.
The SPP per unit is never affected by goods deliveries or stock movements, only and only on receipt or manual change (= stock revaluation).
